Ann Lucchesi is a CFP® professional with 26 years of industry experience, currently serving as an MD Enterprise Relationship Manager at SVB Wealth. She has worked at SVB Wealth and its related entities since 2013 and was previously with Parallel Advisors, LLC. Outside of her advisory role, she is a partner at Corporate Equity Services, LLC, providing consulting and administrative support. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, offering wealth management, financial planning, and retirement plan advisory services. The firm employs a due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First Citizens Bank & Trust Company, integrating banking, trust, broker-dealer, and asset management resources.

Zachary Perry is a CFA® charterholder with 11 years of industry experience. He has worked at Robertson Stephens Wealth Management, LLC since 2020 and previously held positions at Seaplane Partners, LLC and Vine Street Wealth Management, LLC. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets.

Patrick White is a financial advisor with Integrated Advisors Network LLC in Menlo Park, CA, holding a Series 63 designation and 29 years of industry experience. He has worked at Menlo Oaks Capital Group, LLC and Concert Wealth Management, Inc. prior to his current roles at Integrated Advisors Network and Menlo Oaks Capital Group. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a mix of fundamental and quantitative analysis, third-party sub-adviser platforms, and customized investment strategies based on client risk profiles.

Sergio Fernandez is a CFP® certificant with 19 years of industry experience. He is currently an advisor at BPM Wealth Advisors, LLC and has previously worked at Valmark Advisers, Inc., Valmark Securities, Inc., Independent Financial Group, LLC, and Linsco Private Ledger. Outside of financial advising, he assists with managing a Uhaul rental dealer operation associated with his family’s business. BPM Wealth Advisors serves individual clients, including high-net-worth individuals, as well as corporations, trusts, estates, and charitable foundations. The firm focuses on financial planning, pension consulting, asset management, and insurance consulting, using a combination of passive and active strategies and relying on third-party money managers for security selection and trading.

Karen Mc Millan is a CFP® and holds a Series 66 license with 24 years of industry experience. She has worked at Parallel Advisors, LLC since 2025, following eight years at Osborne Partners Capital Management and eight years at Merrill. Outside of advising, she serves as treasurer for the Instituto Italiano Scuola, a language school in San Francisco. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach incorporating fundamental, technical, and cyclical analysis, and integrates held-away account management through technology platforms to implement tax-efficient rebalancing and access a range of investment strategies.

Kenneth Fincher is a financial advisor with Perigon Wealth Management, LLC, holding the ChFC® designation and Series 63 license, with 37 years of industry experience. His prior roles include extensive tenure at Wealth Advisors, Inc. and First Allied Advisory Services, Inc. Outside of investment advisory, he is a licensed insurance agent and an owner and broker of a real estate sales business. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios based on clients’ objectives and risk tolerance, may delegate investment management to independent managers, and maintains institutional relationships with multiple custodial platforms.

Michael Allard is a financial advisor at Freestone Capital Management, LLC in San Francisco, CA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at Freestone Capital Management since 2019 and previously spent 13 years at Scharf Investments. Freestone Capital Management is a wealth management firm overseeing approximately $11.49 billion in assets for around 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, emphasizing diversification and downside risk management across equities, fixed income, and private strategies.

Joshua Young is a CFP® with 16 years of experience in the financial services industry. He is currently with Robertson Stephens Wealth Management, where he has worked since 2026. Prior to this, Young held positions at Baker Avenue Asset Management LP, Mercer Global Advisors Inc., and RMB Capital Management, LLC. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, and a range of planning services, managing $8.76 billion in assets as of December 31, 2025.

Joseph Martin is a financial advisor with Summitry, LLC in San Mateo, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with The Golub Group since 2003. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and occasionally investment companies and other advisers. The firm employs a research-driven, bottom-up investment approach, combining internally managed equity strategies with independent managers and alternative methods, including a tax-smart 130/30 long/short strategy.

Daniel Spector Franson is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Summitry, LLC since 2022 and previously held roles at Sourjohn-Kim Retirement Solutions, Chen Financial Group, Lincoln Financial Advisors Corporation, and The Trust for Hidden Villa. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other advisers. The firm employs a research-driven, bottom-up investment approach and offers discretionary portfolio management, financial planning, model equity strategies, and third-party manager selection.

Heather Katzenstein is a financial advisor at Parallel Advisors, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Arden Trust/Kestra Financial, City National Bank, and Union Bank. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach using fixed income, mutual funds, ETFs, independent managers, and option strategies, and integrates technology platforms for tax-efficient portfolio management.

Gregory Schick is a CFP® professional with over 21 years of experience in financial advising. He has been with Aspiriant, LLC since 2008. Based in San Francisco, he holds Series 63 and Series 65 licenses. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside wealth planning, family office services, and specialized consulting, using a customized investment approach supported by internal research and a variety of implementation options.

Lawrence Zartarian is a financial advisor with 19 years of industry experience, currently with 1919 Investment Counsel, LLC where he has worked for eight years. He previously spent six years at Rand & Associates. He holds Series 65 and Series 66 licenses. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individuals and institutions, including high-net-worth clients, endowments, foundations, pension plans, and government-related entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and model portfolios, and maintains operational affiliations through its parent company, Stifel Financial Corp.

Tierney Johnson is a CFP® at Jordan Park Group LLC with three years of industry experience. Prior to joining Jordan Park in 2020, Johnson worked at Bessemer Trust and Tolleson Wealth Management. Jordan Park Group serves primarily high-net-worth individuals, families, related entities, and philanthropic organizations, managing multi-million dollar portfolios with discretionary portfolio management, sub-advisor oversight, and tailored family office services. The firm employs customized investment guidelines and integrates ESG considerations, alternative strategies, and tax-aware rebalancing as part of its investment approach.

Gray Jaggers is a financial advisor at Parallel Advisors, LLC with 11 years of industry experience. He has held positions at Parallel Advisors since 2019 and previously worked at Fidelity Investments from 2013 to 2019. He holds Series 63 and Series 66 designations. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-faceted investment approach that includes fixed income, mutual funds, ETFs, and independent managers, and incorporates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Eric Jardine is a CFA® charterholder and holds a Series 65 license with 20 years of industry experience. He has been with Perigon Wealth Management, LLC since 2018, following a two-year tenure at Millie Capital Management LLC. Jardine is based in San Francisco, CA. Perigon Wealth Management provides customized investment advisory and wealth management services for individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction, ongoing monitoring, and formal annual reviews, with a notable focus on servicing banking and thrift institutions and managing wrap-fee programs and sub-advisor relationships.

Kevin Debastos is a CFP®-designated financial advisor with eight years of industry experience. He has worked at Jordan Park Group LLC since 2019 and was previously employed by Fidelity Investments from 2015 to 2019. Based in San Francisco, CA, he holds the Series 66 license. Jordan Park Group LLC primarily serves high-net-worth individuals, families, trusts, estates, and philanthropic organizations, advising clients with multi-million dollar portfolios. The firm offers discretionary portfolio management, family office services, and integrates ESG considerations and alternative strategies within a structured investment process.

Kelly Gwynn is a CFP® professional at Moss Adams Wealth Advisors LLC in Seattle, WA, with six years of industry experience. Prior to returning to Moss Adams in 2020, Gwynn worked at Sirsidynix from 2015 to 2019. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets through a team of advisors.

Cara Barr is a financial advisor at Parallel Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Beacon Pointe Advisors, Brighton Jones, Newday Financial Technologies, and Oppenheimer. Cara is based in San Francisco, CA. Parallel Advisors serves individuals, including high-net-worth clients, as well as business entities, retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies that include fixed income, mutual funds, ETFs, independent managers, and options transactions.

Robert Higgins Jr. is a financial advisor at Parallel Advisors, LLC with 35 years of industry experience. He has held his current role at Parallel Advisors since 2009. Higgins holds the Series 63 designation and is based in San Francisco, CA. Parallel Advisors serves individuals, including high-net-worth clients, as well as business entities, retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a diversified investment approach that includes fundamental, technical, and cyclical analysis across various asset classes.