Timothy Mansell is a CFP®-certified financial advisor with 38 years of industry experience, currently affiliated with PFG Advisors. His prior experience includes roles at OSAIC, Securities America, Inc., and Wells Fargo Advisors. Mansell also works as an insurance agent, selling various life insurance products and annuities to his clients. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm uses a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing.

Jacob Schutt is a financial advisor with Parallel Advisors, LLC in San Francisco, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Parallel Advisors since 2007. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a diversified investment approach incorporating fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Gavin Neil is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in San Francisco. He has held various roles at Aspiriant since 2014. 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 internal capital market expectations and a range of implementation options, along with expanded family office capabilities and public mutual fund management.

Dong Hwan Hong is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He currently works at BakerAvenue, where he has been since 2022. Prior to this, he was with Cresset Asset Management and Sand Hill Global Advisors. BakerAvenue provides wealth management, financial planning, and family office services primarily to high-net-worth and institutional clients. The firm employs multiple investment strategies combining tactical allocation, quantitative analysis, and fundamental research, and offers a broad range of services including tax and estate planning, philanthropy, and trustee oversight.

Molly Markward is a CFP® professional with seven years of experience at Moss Adams Wealth Advisors LLC and prior experience at Instacart and Winegars. She is based in Seattle, WA. 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 multi-advisor team.

Herald Podger is a financial advisor at RBC Securities, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with City National Bank since 2010. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates its advisory business within a broader financial services group affiliated with a bank, offering portfolio management through an affiliated sub-advisor and a range of custodial and cash-management features.

Claudia Rivas is a financial advisor at SeaCrest Wealth Management, LLC with 20 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities, First Republic Investment Management, Bank of America, Merrill, and Wells Fargo Clearing. Outside of her advisory role, she is a partner in OTOMI TTO, LLC, a real estate business involved in property updates and rental planning. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management using a customized, long-term approach that integrates fundamental and technical analysis, supported by artificial intelligence tools and human oversight.

Mikhael Balachov is a financial advisor at Team Hewins, LLC with four years of industry experience. He holds a Series 65 designation and has been with Team Hewins since 2018, previously working at Hewins Financial Advisors, LLC from 2005 to 2018. Balachov serves as a board member of The Russian Center of San Francisco, where he participates in board meetings and annual festival planning. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment process is guided by an Investment Committee using Modern Portfolio Theory and offers specialized retirement plan services, managing approximately $3.43 billion in regulatory assets under management.

Michael Curley is a CFA® charterholder with 31 years of industry experience. He is currently with Robertson Stephens, where he has worked since 2018 following a brief tenure at Exchange Bank Trust & Investment Management. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, model portfolios, and a range of planning services including tax and estate planning.

Jeff Weber is a CFP® professional with 23 years of experience in the financial services industry. He is currently with The Wealth Consulting Group and has held prior roles at Titus Wealth Management and LPL Financial. Outside of his advisory work, Weber is also licensed to sell fixed insurance products. The Wealth Consulting Group provides fee-based wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate sponsors, charities, and trusts. The firm employs a tailored investment process utilizing multiple strategies and custodial platforms, and integrates legal-service pathways alongside its advisory offerings.

Brennan Foust is a financial advisor with RWA Wealth Partners, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Adviser Investments, LLC and Stevens Foster Financial Advisors. RWA Wealth Partners provides investment management, financial planning, integrated tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm’s investment approach emphasizes strategic asset allocation, an open-architecture platform, and customized fixed income and cash management solutions.

James O'Connor is a CFP® and CFA® credentialed financial advisor with 11 years of industry experience. He has worked at 1919 Investment Counsel, LLC since 2018 and previously held roles at Rand & Associates and ArrowMark. 1919 Investment Counsel provides discretionary and non-discretionary investment management and related wealth-planning services to both individual and institutional clients. The firm emphasizes customized portfolios with liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and periodic reviews.

Austen Clark is a financial advisor at NorthRock Partners, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Ballentine Partners, LLC and NERA Economic Consulting. Outside of finance, he has experience operating a jetski rental business. NorthRock Partners provides comprehensive wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and the use of Independent Managers, and incorporates private market allocations alongside AI-supported portfolio monitoring.

David Pryor is a financial advisor at First Heartland Consultants, Inc. with 26 years of industry experience. He holds a Series 66 designation and has worked at First Heartland Capital Inc. since 2001, Marquis Financial Services Inc. since 1999, and Crisali, Sciahica & Woodward since 1980. Outside of investment advisory, he is involved in CPA, bookkeeping, and tax services through Crisafi, Pryor, Farquhar, and owns an equipment leasing business. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions delivered through a network of independent investment adviser representatives.

Derek Engen is a CFP® and PFS™ with four years of industry experience, currently affiliated with Citizens Private Wealth in San Francisco. His prior experience includes roles at JP Morgan Chase Bank and First Republic Investment Management. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm offers discretionary and non-discretionary investment management, along with tax, estate structuring, and business consulting services, using a long-term, asset allocation-focused approach within an open-architecture investment framework.

Seth Scholar is a financial advisor at Parallel Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at U.S. Bank Private Wealth Management and Fifth Third Wealth Advisors LLC. 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 fundamental, technical, and cyclical analysis across a range of investment vehicles and integrates technology platforms for tax-efficient portfolio management.

Danielle Louton is a CFP® professional at Arax Advisory Partners with three years of industry experience. Prior to joining Arax Wealth, she worked at Summit Trail Advisors, Family Wealth Strategist, Bank of the West, and Wells Fargo Bank. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serves individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, and it utilizes performance-based fee arrangements and carried-interest structures for certain investors and private funds.

Gretchen Hollstein is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has worked at Aspiriant, LLC since 2025 and previously spent 20 years at Litman/Gregory Asset Management. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers customized investment management and wealth planning services, including family office capabilities, tax and estate planning, and specialty consulting.

David Lam is a financial advisor at Aegis Capital Corp. holding Series 65 and Series 63 credentials, with seven years of industry experience. His prior work includes roles at Ameriprise, Morgan Stanley, and Fisher Investments. Aegis Capital Corp. offers investment advisory and related financial services to both individual and corporate clients, providing 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, delivering advisory services through multiple programs and platforms.

Elizabeth Juson is a financial advisor at 1919 Investment Counsel, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with 1919 since 2018. Prior to that, she worked for Rand & Associates for six years. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals and public entities. The firm creates customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, utilizing proprietary and third-party research, including AI and machine-learning inputs.