Timothy Mansell is a CFP® professional with 38 years of experience in the financial services industry. He currently serves as a financial advisor at PFG Advisors and OSAIC, with prior experience at firms including Securities America, Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services, Howe Barnes Capital Management, and Merrill. In addition to advisory services, Mansell is licensed to sell insurance products such as life insurance, fixed annuities, and long-term care insurance. PFG Advisors provides fee-based investment advisory services to a diverse clientele including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm’s investment approach combines model portfolios and third-party managers with index-based ETFs and multi-layered analysis, supported by a range of platforms and strategic partnerships.

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 six years of experience in the financial industry. He is currently with BakerAvenue Asset Management, LP, where he has worked since 2022. His prior experience includes roles at Cresset Asset Management, Sand Hill Global Advisors, and Goldman Sachs Wealth Services. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and comprehensive financial planning services, utilizing a range of investment strategies that combine quantitative and fundamental approaches, alongside selective use of alternative investments and separately managed accounts.

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.

Robert Schetty IV is a CFP® professional with four years of industry experience, currently affiliated with NorthRock Partners, LLC. His prior roles include positions at Castfirm Advisors LLC, Raymond James & Associates Inc., and JP Morgan Chase Bank. NorthRock Partners, LLC provides comprehensive wealth management and advisory services to a diverse client base, including high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing diversification, broad asset allocation, and ongoing oversight, often utilizing Independent Managers and integrating private market investments where appropriate.

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. She previously worked at Summit Trail Advisors, Family Wealth Strategist, Bank of the West, Wells Fargo Bank, and Galecki Financial Management Inc. in various roles. Arax Advisory Partners offers wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm uses a range of investment strategies including traditional and alternative investments, supported by in-house teams and external managers, and manages accounts on a fiduciary, asset-based basis.

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 65 and Series 63 licenses and has previously worked at Ameriprise, Morgan Stanley, and Fisher Investments. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates both as an SEC-registered investment adviser and FINRA member broker-dealer, with a focus on non-discretionary client relationships and multiple advisory programs.

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.

Jerry Rendic is a financial advisor at Parallel Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Parallel Advisors since 2006. 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 diverse investment approach that includes fundamental, technical, and cyclical analysis across multiple asset classes and utilizes technology platforms for tax-efficient rebalancing and held-away account management.

Pratibha Yadav is a financial advisor at Aspiriant, LLC with three years of industry experience. She holds a Series 65 designation and has worked in various roles within Aspiriant since 2020. Prior to her advisory career, she was employed by Sage Publications and CLSA Ltd and has an academic background from the London School of Economics. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering a range of investment management and wealth planning services. The firm provides customized investment programs utilizing a mix of third-party managers, ETFs, separate accounts, private investments, and mutual funds, along with expanded family office services including accounting and banking support.