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.

Erin Niehaus is a CFP® with five years of industry experience, currently serving as a financial advisor at Savvy. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Niehaus also acts as an advisor and promotor for DigitalDX, a role she has held since 2000. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized, primarily index-based investment plans and incorporates technology platforms, third-party sub-advisers, and tax-aware strategies to support clients’ diverse financial needs.

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 in San Francisco, holding Series 63 and Series 65 licenses. She has been in the industry since 2021, with prior experience at Sand Hill Global Advisors LLC. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth clients, and institutional clients, typically on a discretionary basis. The firm offers multiple investment strategies using tactical allocation, quantitative analysis, and fundamental research, and includes services such as tax and estate planning, philanthropy, and trustee oversight.

Robert Falconer is a CFP® with 13 years of industry experience and is currently an advisor at Jordan Park Group LLC. His prior roles include positions at EP Wealth Advisors LLC, Bessemer Investor Services, Bessemer Trust, Fisher Investments, and Summitry, LLC. Jordan Park Group LLC serves primarily high-net-worth individuals, families, trusts, estates, and philanthropic organizations, advising clients with multi-million dollar portfolios. The firm provides discretionary portfolio management, sub-advisor oversight, and family office services, using customized investment guidelines, a mix of separate accounts and pooled vehicles, and incorporates ESG and alternative strategies when appropriate.

Glenn Davis is a CFA® charterholder with 30 years of industry experience, currently serving at Bailard, Inc. since 1991. He previously worked at Bailard Fund Services, Inc. from 1991 to 2018. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm employs an active multi-asset approach combining quantitative models, fundamental research, and qualitative judgment, with offerings in sustainable and impact investing, and serves as both a sub-adviser and a manager of affiliated pooled vehicles.

Doug Couden is a CFA® charterholder and holds a Series 63 license with 14 years of experience in the financial industry. He has worked at BakerAvenue since 2012 and was previously with Veridi Capital, LLC from 2019 to 2021. He is based in San Francisco, CA. BakerAvenue offers investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, focusing on discretionary portfolio management and comprehensive financial planning. The firm employs a blend of fundamental, quantitative, and technical analysis with tactical asset allocation across multiple named strategies and includes services such as estate planning, philanthropy, tax preparation, and concentrated stock management.

Rong Gao is a CFP® professional with over 25 years of experience in the financial industry. She has worked at BNY Mellon for 24 years before joining Core Planning, LLC in 2026. Gao is based in San Francisco, CA. Core Planning provides fee-only financial planning and wealth management services primarily for individual and high-net-worth clients, along with ERISA 3(21) retirement-plan advisory services for qualified plans. The firm uses a combination of third-party model portfolios and rule-based rebalancing tools to tailor investment strategies according to client objectives and risk tolerance.

Michael Graziano is a CFP® with 22 years of industry experience, currently serving at LNW. He previously worked at Wetherby Asset Management for over two decades before joining LNW. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm combines investment management, wealth planning, and coordination with outside professionals to address complex, multi-entity financial needs through customized investment policies and a strategic asset-allocation framework.

Michael Faust is a CFA® charterholder with 24 years of industry experience. He has been with Bailard, Inc. since 2008, including five years in his current role. His career spans positions within Bailard Fund Services, Inc. outside of their asset management platform. Bailard provides wealth and asset management services to both individual and institutional clients, employing an active, multi-asset approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base that includes high-net-worth individuals, endowments, foundations, and pension plans, and offers sustainable and impact investing options upon request.

Joseph Ghidossi is a CFP® professional with 16 years of experience in financial advising. He currently works at Threadline Wealth and previously held roles at Moss Adams Wealth Advisors LLC and Charles Schwab. Threadline Wealth provides wealth management, financial planning, and investment consulting services to a broad range of clients including individuals, families, business owners, and institutional clients. The firm employs a core-and-satellite investment approach with diversified allocations, integrating quantitative and qualitative due diligence and specialized strategies such as options-based hedging and tax-aware investing.

James Vandevoorde is a financial advisor at Summitry, LLC with 30 years of industry experience. He holds the Series 65 designation and previously worked at Vantage Wealth for 33 years before joining Summitry in 2026. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other investment advisers. The firm emphasizes a research-driven, bottom-up investment approach and offers discretionary portfolio management, financial planning, model equity strategies, third-party manager selection, and advisory services to a registered mutual fund.

Mc Clain Marks is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Concorde Asset Management and Concorde Investment Services since 2023. Marks is also associated with Sequent Real Estate + Wealth Management and has experience in the coffee industry through his involvement with Sodoi Coffee Tasting House. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset-allocation and model-based strategies across proprietary and third-party platforms.

Richard Larsen is a Series 65-licensed advisor with Team Hewins, LLC in Foster City, CA, bringing two years of industry experience. Prior to joining Team Hewins, he worked at Insight Global in various roles from 2019 to 2024. Team Hewins advises individuals, families, trusts, business entities, charitable organizations, and retirement plans, offering investment advisory, financial planning, and retirement plan consulting services. The firm’s investment approach is grounded in asset-allocation principles based on Modern Portfolio Theory and includes both discretionary and non-discretionary management, with a notable focus on serving state and municipal employee benefit plans.