Bradley Haupt is a financial advisor with American Investors Company, holding a Series 63 designation and bringing 49 years of industry experience. He has been with American Investors Company since 2006 and also operates Allied Tax Planners, where he provides tax preparation, planning, and audit representation services. American Investors Company serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with investment advisory and financial planning services. The firm offers both discretionary and non-discretionary asset management, financial planning, 401(k) investment monitoring, and conducts evaluations of third-party money managers, combining broker-dealer and SEC-registered adviser activities.

John Mcdevitt is a financial advisor at Fort Point Capital Partners LLC with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Morgan Stanley & Co. LLC before joining Fort Point and Uhlmann Price Securities, LLC in 2020. Fort Point Capital Partners LLC provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm specializes in risk management with global diversification, tax-aware strategies, and operates a multi-series, fund-of-funds private investment program across various alternative asset classes.

Saul Greene is a financial advisor at Kaizen Financial Strategies, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Kaizen since 2018, following prior roles at Cyberpress and Waddell & Reed. In addition to his advisory work, he is licensed as an insurance agent. Kaizen Financial Strategies serves individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations by providing financial planning, retirement plan consulting, and asset management. The firm employs a multifaceted investment approach that includes fundamental and technical analysis, and offers managed accounts with advanced strategies such as options and margin.

Timothy Raftis is a CFP® professional with 35 years of industry experience. He is currently with Insight Wealth Strategies, LLC, where he has worked since 2021. His prior experience includes roles at B|O|S, Bank of America, and Merrill. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and institutions. The firm employs a long-term, model-driven investment process utilizing proprietary portfolios, low-cost ETFs, individual stocks, and alternative holdings, along with a detailed marketing and reporting program.

Kevin Gray is a CFP® professional with 27 years of industry experience. He has been with Lodestar Private Asset Management LLC since 2009. Lodestar provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans. The firm employs a tactical asset allocation strategy combining passive and active investments, focusing on long-term holdings and tax considerations in taxable accounts, and manages approximately $1.34 billion in assets across five advisors.

John Roberson is a financial advisor at 1919 Investment Counsel, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with 1919 since 2018, following six years at Rand & Associates. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm constructs customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and third-party resources, and operates as a wholly-owned subsidiary of Stifel Financial Corp.

Elaina Serotte is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2018. Prior to this, she worked at Golub Group from 2014 to 2018. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations by offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, and independent managers, integrating technology for tax-efficient rebalancing and utilizing adviser-only investment vehicles.

Aneta Palica is a Series 66-licensed financial advisor with one year of industry experience, currently with Infinity Financial Services Advisory. Prior to joining the firm, she held roles at Unilever, Akzonobel, BNP Paribas, and State Street. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients through a team of 35 advisors. The firm serves individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that includes various analytic techniques and both long- and short-term trading strategies.

Teresa Greenip is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience, currently advising at Aspiriant, LLC in San Francisco. She has been with Aspiriant since 2019 and previously worked at Mosaic Financial Partners and iStar. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, and family office services. The firm offers customized investment programs and expanded family office capabilities, including accounting, banking support, and specialized consulting beyond typical advisory offerings.

Alyssa Morris is a financial advisor at Freestone Capital Management, LLC with 13 years of industry experience. She previously worked at Parallel Advisors, LLC for seven years before joining Freestone in 2022. Alyssa holds Series 63 and Series 65 licenses. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with about $14.5 billion in assets under management. The firm utilizes a combination of internally managed model portfolios, third-party sub-advisers, and alternative investments to build diversified portfolios with a focus on downside risk, providing both discretionary and non-discretionary services to individuals and institutions.

Austin Lastinger is a CFP® with nine years of industry experience, currently serving as a financial advisor at Bailard, Inc. since 2016. He holds a Series 65 license and is based in Foster City, California. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals and pension plans. The firm employs an active multi-asset diversification approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable investing options upon request.

Dale Schroeder is a financial advisor with NewEdge Wealth in San Francisco, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining NewEdge Wealth and NewEdge Securities in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2011 to 2023. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers a range of advisory services, including wealth strategy, financial planning, and portfolio management, with a focus on asset allocation and investor behavior across various investment approaches.

Jason Beccaris is a financial advisor with Parallel Advisors, LLC in San Francisco, holding a Series 65 designation and 18 years of industry experience. He has been with Parallel Advisors since 2009. 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 multi-faceted investment approach that includes fundamental, technical, and cyclical analysis, using a range of asset types and technologies for portfolio management and tax-efficient rebalancing.

Jodi Angelo is a financial advisor at Trillium Asset Management in San Francisco, CA, with seven years of industry experience. She has been with Trillium Asset Management since 2014. Trillium Asset Management provides discretionary portfolio management to individuals, trusts, pension plans, charitable institutions, endowments, and other institutional clients. The firm combines bottom-up fundamental analysis with integrated ESG research and active ownership, offering equity, fixed-income, and balanced strategies while serving as sub-adviser to registered and non-U.S. investment companies.

Stephanie Cooper is a Certified Financial Planner (CFP®) with 11 years of industry experience. She has been with Parallel Advisors, LLC since 2013. 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 variety of investment strategies including fundamental, technical, and cyclical analysis across multiple asset classes, and incorporates technology platforms for tax-efficient portfolio management.

Frederick Linkner is a CFA® charterholder with eight years of experience at Parallel Advisors, LLC. He previously worked for sixteen years at Rosenblum Siverman Sutton SF Inc. in San Francisco, CA. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, and independent managers, incorporating fundamental, technical, and cyclical analysis along with options strategies.

Archana Turaga is a financial advisor at Summitry, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Aspiriant LLC, Yellow Brick Road Financial Advisors LLC, and Carlton Pace Wealth Management. Summitry serves individuals and high-net-worth clients, as well as trusts, pension and profit-sharing plans, and investment companies. The firm uses a research-driven, bottom-up investment approach combining internally managed core strategies with independent managers and alternative approaches, while also advising a registered mutual fund.

Nicholas Mc Innis is a CFA® charterholder with nine years of industry experience. He has been with BakerAvenue since 2016 and holds a Series 65 license. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth, and institutional clients, typically on a discretionary basis. The firm offers multiple investment strategies combining tactical allocation, quantitative analysis, and fundamental research, and provides services including tax and estate planning, philanthropy, and trustee oversight for clients with over $3 million in investable assets.

Hannah Kim is a financial advisor at BakerAvenue with Series 65 and Series 63 credentials and 14 years of industry experience. She has worked at BakerAvenue since 2012, with a two-year period at Sand Hill Global Advisors LLC from 2021 to 2023. BakerAvenue provides wealth management, financial planning, and family office services primarily to individuals, high-net-worth clients, and institutional clients. The firm employs multiple investment strategies that combine tactical allocation, quantitative analysis, and fundamental research, and offers a broad range of services including tax and estate planning, philanthropy, and concentrated stock management.

Robert Falconer is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Jordan Park Group LLC. His prior experience includes roles at EP Wealth Advisors LLC, Bessemer Trust, Bessemer Investor Services, Inc., and Fisher Investments. Jordan Park Group serves primarily high-net-worth individuals, families, related entities, and philanthropic organizations, offering discretionary portfolio management, sub-advisor oversight, and family office services. The firm employs customized investment guidelines and combines separate accounts, direct investments, and pooled vehicles, integrating ESG considerations and alternative strategies as needed.