Ramon Polin is a financial advisor at Parallel Advisors, LLC with 24 years of industry experience. He has held positions at Parallel Advisors since 2016 and previously worked for Sensiba San Filippo Financial Advisers LLC from 2003 to 2016. His credentials include Series 63 and Series 65 licenses. 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 diversified investment approach that includes fundamental, technical, and cyclical analysis across various asset classes, incorporating technology platforms and adviser-only vehicles to support tax-efficient portfolio management.

Daria Victorov is a CFP® professional with nine years of industry experience. She has been with Abacus Wealth Partners in San Francisco since 2016. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base including individuals, high-net-worth clients, families, and various institutional entities. The firm employs an asset-class investing approach based on academic research, using primarily no-load mutual funds, ETFs, and passive institutional funds, while also incorporating ESG screening and private pooled investment options for qualified clients.

Lee Crocker is a CFP® professional with 19 years of industry experience. He is currently a financial advisor at RFG Advisory, LLC, where he has worked since 2018. Prior to this, he held roles at Bank of America and Merrill from 2009 to 2018. Crocker is also a founding partner of Landscape Wealth Advisors, LLC. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a range of clients including investment companies and state and municipal entities.

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 the Series 66 designation with six years of industry experience. He has worked at BakerAvenue since 2022 and previously held roles at Cresset Asset Management, Sand Hill Global Advisors, and Goldman Sachs Wealth Services. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a range of investment strategies combining tactical allocation, quantitative analysis, and fundamental research, and offers client reporting and trustee oversight services.

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.

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.

Brennan Foust is a Series 65-registered financial advisor with seven years of industry experience. He has worked at RWA Wealth Partners since 2022 and previously held roles at Adviser Investments, LLC and Stevens Foster Financial Advisors. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation using an open-architecture platform and incorporates customized fixed income and tactical adjustments.

James O’Connor is a CFP®, CFA®, and Series 63 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 Aster Investment Management Co Inc. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and integrated operational relationships within the Stifel Financial Corp. network.

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.

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.

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. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise, Morgan Stanley, and Fisher Investments. Aegis Capital Corp. provides investment advisory and financial services to both individual and corporate clients, offering a range of solutions including asset management, financial planning, brokerage, and insurance. The firm serves clients through multiple sponsored programs and third-party platforms, with a notable portion of its assets managed on a non-discretionary basis.

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.

Karen Blodgett is a CFP® professional with 18 years of industry experience, all of which have been with Aspiriant, LLC in San Francisco. She has focused her career on serving clients within this firm since 2008. 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, employing customized investment programs informed by internal research and a range of implementation options.

Brian Frack is a CFP® with 12 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2015. He holds the Series 66 designation and is based in Larkspur, CA. Outside of his advisory role, Frack serves as a trustee for the Deborah Robinson Third Party Special Needs Trust, acts as a minister performing occasional speaking engagements and ceremonies, and is the treasurer of the US Naval Academy Alumni Association. United Capital provides national financial planning and discretionary investment management for individual and high-net-worth households, retirement plans, and institutional clients. The firm offers a range of services including sub-advisory and consulting, supported by a technology platform that facilitates customized investment solutions and extensive affiliate networks.