Cameron Hackett is a Series 66-licensed financial advisor with 11 years of industry experience. He currently works at Compound Planning, Inc., where he has been since 2022, and previously held positions at Claraphi Advisory Network, LLC and B. Riley Wealth Advisors, Inc. Hackett is also a licensed insurance agent and dedicates a small portion of his time to that activity. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries with portfolio management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process using a variety of strategies and integrates technology tools to support portfolio oversight.

Jason Shemtob is a CFP® professional with eight years of experience in the financial industry, currently serving as an advisor at Aspiriant, LLC. He has been with Aspiriant in various roles since 2016. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, family office, and specialty services. The firm offers customized investment programs using a variety of implementation options and supports clients with expanded family office capabilities, including accounting and banking services.

Michael Spohn is a financial advisor with Hilltop Securities Inc. in San Francisco, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory role, he assists with accounting, bookkeeping, and operational tasks in a family-owned business run by his wife, and he also serves as a notary public providing complimentary document notarization for clients and colleagues. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed account programs, financial planning, retirement-plan consulting, and annuity-based solutions. The firm operates an open-architecture platform featuring third-party and in-house investment strategies, custody, banking, and market-making capabilities, including a municipal bond lineup co-advised with Franklin Templeton Group.

Gregory Weiss is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 66 designation and over 24 years of industry experience. He previously worked at Wells Fargo Clearing, Lehman Brothers Inc., and AllianceBernstein L.P. Outside of advising, he owns a vineyard through Alan Astor LLC. Ashton Thomas Securities is a multi-office registered investment adviser and broker-dealer managing approximately $1.86 billion for a diverse client base, offering a range of investment management and financial planning services alongside retirement plan consulting.

Michael Zaninovich is a financial advisor at Robertson Stephens with 10 years of industry experience. He holds a Series 65 designation and has worked at Robertson Stephens Advisors and Robertson Stephens Wealth Management since 2014. Outside of his advisory role, he is a licensed insurance agent with Highland Capital Brokerage, dedicating a small portion of his time to this activity. Robertson Stephens Wealth Management serves individual clients, high-net-worth families, trusts, family offices, charitable organizations, and retirement plans. The firm offers a range of services including portfolio management, financial planning, tax and estate planning, and access to public and private funds, employing a combination of individualized advice and centrally managed model portfolios.

Nicholas Kanzaki is a CFP® with nine years of industry experience, currently serving as an advisor at Laird Norton Wetherby Wealth Management (LNW) in San Francisco. His prior experience includes various roles at Wetherby Asset Management and a position as Wealth Manager. LNW offers comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and employs a core-satellite approach with a range of active and alternative investments.

Charles Haynor is a CFA® charterholder with 32 years of experience in the financial industry. He has been with United Capital Financial Advisors since 2014. Outside of his advisory work, he serves as Treasurer and a member of the Board of Directors at the Rayner Foundation, a nonprofit organization. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm offers discretionary portfolio management, access to third-party managers, and customized strategies with ongoing monitoring and reporting.

Jennifer Hicks is a financial advisor at Laird Norton Wetherby Wealth Management, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Wetherby Asset Management from 2013 to 2023 before joining her current firm. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and their related entities. The firm combines investment management, wealth planning, and coordination with outside professionals to address complex multi-entity financial needs through a customized and diversified investment approach.

Martha Delgado is a CFA® charterholder and holds a Series 63 license, with two years of industry experience. She is currently an advisor at IP Financial Advisory Services LLC and Innovation Partners LLC, having previously worked at Paradigm Institutional Investors and Allspring Global Investments. Delgado serves on the investment committee for Marin Health’s operating and pension pools. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and managed account programs. The firm offers customized portfolio construction and monitoring, retirement-plan consulting, and access to third-party investment advisors, with an emphasis on non-high-net-worth individuals.

Nicholas Larry is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Transamerica Financial Advisors. Outside of financial services, he has been involved with Lucky Devil Brewery and One Hundred Consulting LLC. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Jay Kotecha is a financial advisor at ON Investment Management Company with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Perfect Price. Outside of his advisory role, he is involved in the sale and service of group life insurance through Embarcadero in San Francisco. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a mix of discretionary and non-discretionary accounts and maintains a dual-registration model integrating broker-dealer activities.

Timothy Kaiser is a financial advisor with Perigon Wealth Management, LLC in San Francisco, CA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His prior roles include positions at Wealth Advisors Inc., First Allied Securities, Cetera Advisors, and Girard Securities. Outside of his advisory work, he co-owns Kaiser Oaks, LLC, an equine boarding and care 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 tailored to client objectives and risk tolerance, often delegating day-to-day investment management to independent managers while maintaining oversight and conducting regular reviews.

Kyte Crigger is a CFP® with three years of industry experience, currently advising at Parallel Advisors, LLC in San Francisco, CA. Prior to joining Parallel Advisors in 2023, Kyte worked at Btig LLC for three years and attended the University of California Berkeley. Parallel Advisors serves a diverse client base including individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach that includes fundamental, technical, and cyclical analysis across various asset classes, and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Michael Millman is a CFP® and ChFC® with 28 years of experience in financial advising. He is currently with Parallel Advisors, LLC and has previously worked at Fifth Third Wealth Advisors LLC and U.S. Bank Private Wealth Management. Outside of advising, he is a manager at High Desert Holdings II, LLC, a real estate business. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including fixed income, mutual funds, ETFs, and independent managers, and offers integrated technology solutions and fiduciary services through an affiliated trust company.

Knud Gotterup Jr. is a financial advisor at Parallel Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parallel Advisors since 2016 and The Savant Group since 2003. Parallel Advisors serves individuals, including high-net-worth clients, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and cyclical analysis across various asset classes and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Mitchell Weitz is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with Citizens Private Wealth and has previously worked at JP Morgan Chase bank, J.P. Morgan Securities, First Republic Securities Company, and Bloomberg LP. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, estates, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering discretionary portfolio management supported by quantitative and qualitative research, along with consulting services for multigenerational families and closely held businesses.

Brieanna Ford is a CFP® and holds a Series 65 license, currently serving as a financial advisor at BakerAvenue with three years of industry experience. Her prior roles include positions at Conquis Financial LLC, Capital Advantage, Inc., and First Republic. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management, financial planning, family office services, concentrated stock management, alternative investments, and tax and estate planning, employing strategies that blend quantitative, fundamental, and tactical allocation approaches.

Spencer Terris is a CFP® and Series 65 credentialed advisor with six years at Parallel Advisors, LLC and three years of industry experience. Prior to joining Parallel Advisors, he worked for six years at Hub Strategy and Communication. 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 including fixed income, mutual funds, ETFs, independent managers, and options strategies, along with technology-enabled tax-efficient rebalancing and held-away account management.

Sam Su is a CFP® with 26 years of experience in the financial services industry. He has held roles at firms including UBS Financial Services, Morgan Stanley, Merrill, and Ameriprise before joining Aegis Capital Corp. in San Francisco. Aegis Capital Corp. provides investment advisory and related financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a notable portion of assets managed on a non-discretionary basis.

Tanya Welch is a financial advisor at BakerAvenue Asset Management with 17 years of industry experience. She holds the CFP®, CFA®, and Series 66 designations. Her prior roles include positions at Polaris Wealth Advisory Group, Polaris Equity Management, Inc., and UBS Financial Services. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm combines quantitative, fundamental, and tactical allocation strategies across a range of named portfolios, offering discretionary portfolio management alongside financial planning, family office services, and specialized tax and estate planning support.