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.

Daire Heneghan is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding a Series 66 designation and seven years of industry experience. He has previously worked at New York Life Insurance Co, NYLife Securities LLC, and City National Bank. Outside of finance, Heneghan coaches middle school rugby through SF Golden Gate RFC. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients using a multi-method investment approach that includes fundamental, technical, and quantitative analysis, with strategies involving mutual funds, ETFs, annuities, options, and other complex products.

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.

Nicholas Risser is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Bailard, Inc. since 2025. He previously worked at Bersot Capital Management, LLC, and LPL Financial. Bailard, Inc. provides wealth management and asset management services to individual and institutional clients, employing a multi-asset, active investment approach that combines quantitative models, fundamental research, and qualitative judgment. The firm also offers sustainable investing options and manages various affiliated pooled vehicles, serving clients including high-net-worth individuals, endowments, and pension plans.

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.

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.

Kimberly Aquino is a CFP® professional at Bailard, Inc. with 29 years of industry experience. She has worked at Bailard since 1996 and currently serves as Secretary of the BB&K Holdings Inc. Board. Bailard provides wealth and asset management services to individual and institutional clients, offering financial planning and discretionary portfolio management through multi-asset and single-asset strategies. The firm employs an active, multi-asset diversification approach that integrates quantitative models, fundamental research, and qualitative judgment, and it serves a broad range of clients including high-net-worth individuals, endowments, and pension plans.

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.

Michelle Watson is a CFA® charterholder with 35 years of industry experience. She has been with Evergreen Capital Management LLC since 2017 and previously worked at Arcturus Financial, LLC. Outside of her advisory role, she serves as an informal board member of SHE-CAN, a nonprofit focused on empowering low-opportunity women, and is a board member of Mesa de Vida, a food company. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning services to individuals, trusts, endowments, and retirement plans. The firm employs a Dynamic Asset Allocation framework and an ETF-focused strategy called Right Cycle Investing, supported by independent investment committees and specialized strategies including subadvisers and derivatives when appropriate.

Thuong Thien is a CFP® professional with 18 years of experience in financial advising. He has been with Team Hewins, LLC since 2018 and previously held roles at Hewins Financial Advisors LLC, Hewins Brokerage Services LLC, and Cantella & Co., Inc. Team Hewins advises a diverse client base including individuals, families, trusts, business entities, charitable organizations, and retirement plans. The firm applies asset allocation principles based on Modern Portfolio Theory and offers both discretionary and non-discretionary management, serving clients with tailored investment strategies supported by institutional resources.

Abigail Hsu is a financial advisor at Bailard, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Bailard, she worked at Namur Capitale Basketball and has academic experience from Columbia University and Marjory Stoneman Douglas High School. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, employing an active, multi-asset approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base including high-net-worth individuals, endowments, and pension plans, and manages affiliated pooled vehicles alongside its advisory and sub-advisory roles.

April Antonio is a CFP® professional affiliated with Aspiriant LLC in San Francisco, CA, with one year of industry experience. She has been with Aspiriant since 2016 in various roles. 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 emphasizes customized investment programs and expanded family office capabilities, including accounting and banking support.

Cynthia Duncan is a financial advisor at Summitry, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at the Golub Group since 2005. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and occasionally investment companies and other advisers. The firm employs a research-driven, bottom-up investment approach, combining internally managed core strategies with independent managers and alternative approaches, including a tax-smart 130/30 long/short strategy.

David Smith is a CFA® charterholder with 17 years of experience in the financial industry. He has been with Bailard, Inc. since 2009, serving the firm in various capacities. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, combining quantitative models, fundamental research, and qualitative judgment in its multi-asset investment approach. The firm serves a diverse client base including high-net-worth individuals, endowments, foundations, and pension plans, and is noted for its management of affiliated pooled vehicles and sub-advisory roles.

Steven Herzog is a CFP® with 25 years of industry experience, currently serving at LNW since 2024. His prior roles include 18 years at WETHERBY ASSET MANAGEMENT and five years at Boulder Wave Capital Management LLC. He holds Series 63 and Series 65 licenses. LNW serves families and high-net-worth individuals with comprehensive wealth planning and investment management for trusts, estates, foundations, and endowments. The firm employs a disciplined strategic asset allocation with global diversification and a core-satellite approach, integrating third-party managers, tax-aware portfolio placement, alternative investments, and impact-investing options.