Keith Larkin is a financial advisor at Robertson Stephens with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Deutsche Bank Securities, Neuberger Berman, and RBC Rochdale. Robertson Stephens provides investment advisory services to individuals, families, trusts, and institutional clients, managing $8.76 billion in assets as of December 2025. The firm offers discretionary and non-discretionary portfolio management, planning services, and employs a range of investment strategies with oversight from an in-house Investment Office and Committee.

Cara Picton is a CFP® professional with eight years of industry experience, currently serving at Brighton Jones LLC. Her prior experience includes roles at Nate D. Sanders Inc. and volunteer work with African Village Support and Samos Volunteers. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.

Ramonita De La Rosa is a financial advisor at Evergreen Capital Management LLC with 10 years of industry experience. She holds a Series 65 credential and previously worked at Bingham, Osborn & Scarborough LLC for six years before joining Evergreen in 2021. Evergreen Capital Management serves a diverse client base including individuals, high-net-worth investors, trusts, endowments, and family offices. The firm employs a Dynamic Asset Allocation approach and branded strategies such as Right Cycle Investing™, utilizing fundamental, macroeconomic, and third-party research alongside artificial intelligence to guide investment decisions.

Joseph Delaney is a financial advisor at Robertson Stephens with 21 years of industry experience. He holds a Series 65 designation and previously worked at LifeGuard Wealth, LLC for 11 years. In addition to his advisory role, he is a licensed California real estate broker, operating separately from his work at Robertson Stephens. 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, and a variety of planning services, managing $8.76 billion in assets as of December 31, 2025.

Amin Baradaran is a CFA® charterholder based in San Francisco, CA, with seven years of industry experience. He has worked at Laird Norton Wetherby Wealth Management, LLC since 2023, including its predecessor Wetherby Asset Management, and previously at Financial Clarity Inc. LNW serves families and high-net-worth individuals, providing comprehensive wealth planning and investment management for related entities such as trusts, estates, foundations, and endowments. The firm employs disciplined strategic asset allocations with global diversification and a core-satellite approach, incorporating manager due diligence, tax-aware portfolio placement, alternative investments, and impact-investing options.

Erik Midas is a financial advisor at Savvy with nine years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Midas Capital Management, LPL Financial LLC, Navigation Group, LLC, Karp Capital Management Corporation, and Intellectus Partners LLC. Outside of his advisory work, he is involved with a home-based business operated by his spouse. Savvy Advisors provides investment and financial planning services to individuals, trusts, plan sponsors, charitable organizations, and corporations, offering a range of portfolio management and planning solutions. The firm emphasizes diversified, index-based strategies supported by quantitative models and integrates advanced technology, including artificial intelligence and machine-learning tools, into its client services.

Sean Mc Neil is a financial advisor at Concorde Asset Management, LLC with one year of industry experience. Prior to joining Concorde, he worked at Hormel Foods for five years and Foster Poultry Farms for three years. He is the owner of Evergreen Sales & Marketing LLC, a business focused on sales and marketing for sports trading cards. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios through asset allocation and model-based strategies, offering services such as ERISA retirement-plan advisory and management of variable annuity separate accounts.

Jordan Overby is a CFP® professional with nine years of experience currently advising clients at Aspiriant, LLC in San Francisco. He has been with Aspiriant in various capacities since 2016. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, offering discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services. The firm builds customized investment programs using asset allocation guided by internal research and offers a range of implementation options including third-party managers, ETFs, separate accounts, private investments, and mutual funds.

David Rockman is a financial advisor with ON Investment Management Company in San Francisco, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has been with ON Investment Management Company since 2003 and also serves as president of Embarcadero Financial Group. In addition to his advisory roles, he is an advisory board member of Court & Aquatic Sports Ltd, an athletic club. ON Investment Management Company is a SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive and modular financial plans and access to various third-party investment programs.

Rick Tasker is a financial advisor at Robertson Stephens with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robertson Stephens Wealth Management since 2021, following 17 years at Epoch Consulting Group. 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, managing $8.76 billion in assets as of December 31, 2025.

Elizabeth Steininger is a financial advisor at Freestone Capital Management, LLC with five years of industry experience. She previously worked at Ratio Wealth Group, LLC and Alta Park Capital, LP. Outside of her advisory role, she is involved in a family timber business, Greenfield Timber and Resources, Inc., where she attends annual meetings with minimal responsibilities. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,783 clients with $11.49 billion in assets under management. The firm offers discretionary and non-discretionary investment advisory services, combining internally managed model portfolios, third-party sub-advisers, and alternative investments with an emphasis on diversification and downside risk management.

John Kang is a financial advisor at Parallel Advisors, LLC with 24 years of industry experience. He previously worked at Merrill for 10 years before joining Parallel Advisors in 2023. He holds Series 63 and Series 66 designations. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations by providing 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, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Karen Leech is a financial advisor at Laird Norton Wetherby Wealth Management, LLC (LNW) with 23 years of industry experience. She holds a Series 65 credential and worked previously at Wetherby Asset Management for 22 years before joining LNW. LNW serves families and high-net-worth individuals by providing comprehensive wealth planning and investment management for related entities such as trusts, estates, foundations, and endowments. The firm develops customized Investment Policy Statements and uses a disciplined strategic asset allocation approach featuring global diversification, third-party managers, ETFs, and alternative investments, including private funds and impact-investing options.

Nicholas Ruzette is a CFP®-credentialed financial advisor with eight years of industry experience. He is currently with Aspiriant, LLC, where he has worked since 2013, including a brief tenure at Equinox Securities, Inc. Outside of his advisory work, no additional personal activities are noted. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers customized investment programs alongside comprehensive wealth planning and family office services, including accounting, tax and estate planning, and specialized consulting.

Charles Hatch is a financial advisor at Parallel Advisors, LLC with 23 years of industry experience. He has held roles at Parallel Advisors since 2009 and previously worked at Wells Fargo Clearing and Wells Fargo Investments. He holds a Series 66 designation. 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 diversified investment approach including fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms to enhance tax-efficient rebalancing and held-away account management.

Charles Sommer is a financial advisor with United Capital Financial Advisors in Larkspur, CA, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Ardian and A Runner's Mind, and he has experience in the retail and running industries. United Capital provides national financial planning and discretionary investment management to a broad range of clients, including individual households, high-net-worth clients, retirement plans, and institutional accounts. The firm offers customizable investment strategies and a technology platform, FinLife Partners, which supports independent advisors with sub-advisory and consulting services.

Jennifer Chan is a CFA® charterholder affiliated with Laird Norton Wetherby Wealth Management, LLC in San Francisco, CA. She has seven years of industry experience, including roles at Wetherby Asset Management from 2016 through 2023. LNW serves families and high-net-worth individuals by providing wealth planning and investment management for trusts, estates, foundations, and endowments. The firm employs a disciplined, globally diversified investment approach using a core-satellite strategy that incorporates third-party managers, ETFs, mutual funds, and private funds, alongside alternative and impact investment options.

Christina Covalesky is a CFP® and holds a Series 65 license with 23 years of industry experience. She has worked at Laird Norton Wetherby Wealth Management, LLC since 2024 and spent 21 years at Wetherby Asset Management. LNW serves families and high-net-worth individuals, providing comprehensive wealth planning and investment management for related entities such as trusts, estates, foundations, and endowments. The firm employs a disciplined, globally diversified investment approach that includes strategic asset allocation, manager due diligence, and access to alternative and impact-investing options.

Derek Izuel is a CFA® charterholder with 14 years of industry experience. He is currently with Shelton Capital Management and has previously worked at Vitruvian Capital Management and HighMark Capital Management. Shelton Capital Management provides investment management to mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individual investors through various account types and advisory services. The firm employs an active, discipline-specific approach combining fundamental, technical, and quantitative analysis, and incorporates ESG screening and data-science tools across its strategies.

Daniel Johnson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Northern Trust Securities, Inc. in San Francisco, where he has worked since 2010. He holds Series 63 and Series 66 licenses. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients by offering Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs via the Fidelity Managed Account Xchange platform.