Denise Lee is a CFP®, PFS™, and Series 65-licensed financial advisor with 11 years of industry experience. She currently works at Perigon Wealth Management, LLC and previously held roles at Marrick Wealth, The AYCO Company, L.P., and Spectrum Capital Investment Group, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm specializes in discretionary portfolio management, oversight of sub-advisors and TAMPs, and administration of client accounts through a wrap-fee program.

Alexandra Callagher is a Series 66-licensed financial advisor with one year of industry experience. She is currently with RBC Securities, Inc. and has previously worked at City National Securities, First Republic Bank, and Fidelity Brokerage Services LLC. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. Investment management is delegated to an affiliated sub-advisor, RBC Rochdale, which implements portfolios using mutual funds, ETFs, SMAs, and individual securities within a discretionary, asset-based fee structure.

La Shaun Howard is a financial advisor with SVB Wealth, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining SVB Wealth, Howard worked at Silicon Valley Bank and its affiliated entities from 2015 to 2023, and also at First Citizens Investor Services since 2023. Outside of advising, Howard is involved with Bay Area Notary Services, LLC, providing notary services in the Bay Area. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers and is affiliated with First-Citizens Bank & Trust Company and related entities.

John Bernabei is a CFP® with 11 years of industry experience. He has worked at Robertson Stephens Wealth Management since 2020 and previously held roles at Seaplane Partners, LLC and Vine Street Wealth Management, LLC. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advisor guidance with centrally developed model portfolios and oversight by an Investment Office and Committee, offering access to public and private funds including hedge funds and private equity.

Arthur Ambarik is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Perigon Wealth Management, LLC since 2013. He holds a Series 66 designation and is based in San Francisco, CA. Perigon Wealth Management offers 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 clients’ objectives and risk tolerances, utilizing sub-advisors or turnkey asset management programs when appropriate, and maintains institutional relationships with multiple custodial platforms.

Bohan Liu is a CFA® charterholder at Empirical Wealth Management with four years of industry experience. He previously worked at Fisher Investments for three years and Caida Securities for nine years. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans with fee-based investment management and financial planning services. The firm employs a Modern Portfolio Theory approach using diversified model portfolios and also offers alternative-strategy investments and affiliated real estate, insurance, and estate-planning services.

Mary Ballin is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Perigon Wealth Management, LLC. She previously worked at Private Ocean and Mosaic Financial Partners, Inc. during her career. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers discretionary portfolio management and oversight of unaffiliated sub-advisors, with a focus on individualized portfolio construction based on clients’ goals, time horizon, and risk tolerance.

Evan Jones is a financial advisor at Parallel Advisors, LLC with 10 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Scharf Investments and BNY Mellon. 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 range of investment strategies including fundamental, technical, and cyclical analysis, and integrates technology platforms for portfolio management and tax-efficient rebalancing.

Eryk Lewandowski is a financial advisor at Virtue Capital Management, LLC with a Series 65 credential and one year of industry experience. His work history includes roles at Virtue Capital Management and Strategic Financial, alongside involvement with Sonoma State University and SCE Distribution LLC. Virtue Capital Management, LLC is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified/ERISA plans. The firm combines active tactical, strategic, and dynamic investment strategies with quantitative analysis and third-party manager selection to tailor portfolios to clients’ objectives and risk tolerances.

Donald Jesberg is a financial advisor with KCM Investment Advisors in Greenbrae, CA, holding Series 63 and Series 65 credentials and having nine years of industry experience. He has been with KCM Investment Advisors since 2006. Jesberg serves as CFO of EJ Interior Design and is a board member of The Belvedere Cove Foundation, which provides financial support to sailors. KCM Investment Advisors manages discretionary portfolios and financial planning for individual and institutional clients, including high-net-worth individuals and corporate pensions. The firm uses customized allocations in equities, ETFs, and bonds based on fundamental, quantitative, and macro/cyclical analysis and manages approximately $6.0 billion in assets for about 1,500 clients through a small advisory team and strategic outsourcing.

Reid Miles is a CFP® and holds a Series 66 license with four years of industry experience. He is currently an advisor at United Capital Financial Advisors and has prior experience at firms including Goldman Sachs, Northwestern Mutual Investment Services, and Dodge and Cox. Before entering financial services, he worked at American Airlines and also spent time teaching at Sir Francis Drake High School. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm’s platform supports customized investment solutions and offers a broad affiliate network with related legal, trust, and lending services.

William Barrett is a financial advisor at Parallel Advisors, LLC with credentials including Series 65 and Series 63. He has prior experience at BMO Family Office and BNY Mellon, accumulating over a decade in the financial industry. Barrett is located in San Francisco, CA, and has been with Parallel Advisors since 2025. 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 across multiple asset classes and uses technology platforms to facilitate tax-efficient rebalancing and held-away account management.

Erika De La Rosa Hennessey is a financial advisor at 1919 Investment Counsel, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with 1919 since 2018, following four years at Rand & Associates. 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, pension plans, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and collaborative relationships within Stifel Financial Corp. affiliates.

Mark Patzer is a financial advisor with Compound Planning, Inc. in Novato, CA, holding a Series 66 credential and eight years of industry experience. He has worked at several firms including Miracle Mile Advisors, LLC and Karp Capital Management Corporation. Outside of financial advising, he is involved in a sales management role at Visual Display Specialists, a CCTV monitor distribution company. Compound Planning serves individuals, families, businesses, and retirement plans by offering discretionary portfolio management, financial planning, institutional plan advisory, and a turnkey asset management program for financial intermediaries. The firm emphasizes customized, risk-based model allocations and employs a range of strategies including tax-aware direct indexing and options, supported by technology partnerships and third-party sub-advisors.

Jonathan Smith is a financial advisor at Ashton Thomas Securities, LLC with 25 years of industry experience. He holds the CFP® designation and a Series 66 license. Prior to joining Ashton Thomas in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors for a combined 14 years. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors and offers multiple investment program structures including wrap and non-wrap offerings, managed ETFs, and separately managed accounts.

Matthew Torkelson is a financial advisor at Perigon Wealth Management, LLC in San Francisco, holding Series 65 and Series 66 designations with five years of industry experience. His previous roles include positions at Burleson & Company, LLC, AXA Advisors, and Redwood Credit Union. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction with regular monitoring and is notable for servicing banking and thrift institutions while managing wrap-fee programs and overseeing sub-advisor relationships.

Michael Dunn is a financial advisor with BakerAvenue in San Francisco, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior work includes positions at Morgan Stanley and U.S. Bancorp Investments. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth, and institutional clients, focusing on discretionary management. The firm employs a range of named strategies that combine tactical allocation, quantitative analysis, and fundamental research, and offers services such as tax and estate planning, philanthropy, and trustee oversight.

Christopher Dankworth is a financial advisor with Evergreen Capital Management LLC in San Francisco, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Evergreen since 2017 and previously worked at Cypress Wealth from 2012 to 2017. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices, providing discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation approach and proprietary programs such as Right Cycle Investing™, utilizing fundamental and macroeconomic research alongside artificial intelligence to guide investment decisions.

Lia Seara is a CFP® professional with 15 years of experience in financial advising. She currently works at Parallel Advisors, LLC and previously held roles at Osborne Partners Capital Management and Merrill. 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, and independent managers, incorporating technology platforms to manage tax-efficient rebalancing and held-away accounts.

Caroline Burns is a financial advisor at Parallel Advisors, LLC with a Series 65 designation and five years of industry experience. Her prior work includes roles at Net-Results Marketing Automation and Colorado College. 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 range of investment strategies across fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for tax-efficient portfolio management and held-away account consolidation.