John Lundin is a financial advisor at KCM Investment Advisors with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KCM Investment Advisors since 2000. KCM Investment Advisors serves individual and institutional clients, including high-net-worth individuals and corporate pensions, providing discretionary portfolio management and integrated financial planning. The firm manages about $6.0 billion in discretionary assets using a customized, fundamental and quantitative investment approach.

Dale Schroeder is a financial advisor at New Edge Wealth with 20 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Wells Fargo Clearing and AllianceBernstein L.P. He joined New Edge Wealth in 2023. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, and other institutional clients. The firm offers a range of advisory services focused on asset allocation and investor behavior, combining independent managers, model strategies, and proprietary investment solutions with AI-assisted analytics and human oversight.

Jason Beccaris is a financial advisor with Parallel Advisors, LLC in San Francisco, holding a Series 65 designation and 18 years of industry experience. He has been with Parallel Advisors since 2009. 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 multi-faceted investment approach that includes fundamental, technical, and cyclical analysis, using a range of asset types and technologies for portfolio management and tax-efficient rebalancing.

Jodi Angelo is a financial advisor at Trillium Asset Management in San Francisco, CA, with seven years of industry experience. She has been with Trillium Asset Management since 2014. Trillium Asset Management provides discretionary portfolio management to individuals, trusts, pension plans, charitable institutions, endowments, and other institutional clients. The firm combines bottom-up fundamental analysis with integrated ESG research and active ownership, offering equity, fixed-income, and balanced strategies while serving as sub-adviser to registered and non-U.S. investment companies.

Stephanie Cooper is a Certified Financial Planner (CFP®) with 11 years of industry experience. She has been with Parallel Advisors, LLC since 2013. 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 variety of investment strategies including fundamental, technical, and cyclical analysis across multiple asset classes, and incorporates technology platforms for tax-efficient portfolio management.

Erin Niehaus is a CFP®-certified financial advisor at Savvy with five years of industry experience. Prior to joining Savvy in 2024, she held roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2021 to 2024 and worked at several other firms including Bordeaux Wealth Advisors and East Shore Advisory. She is also an advisor and promotor for DigitalDX, a role she has held since 2000. Savvy Advisors provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations, offering both discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm combines diversified, index-based investment strategies with quantitative models and proprietary technology tools, and distinguishes itself through client communications and integrated technology solutions.

Frederick Linkner is a CFA® charterholder with eight years of experience at Parallel Advisors, LLC. He previously worked for sixteen years at Rosenblum Siverman Sutton SF Inc. in San Francisco, CA. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, and independent managers, incorporating fundamental, technical, and cyclical analysis along with options strategies.

Nicholas Mc Innis is a CFA® charterholder with nine years of industry experience. He is currently with BakerAvenue Asset Management in San Francisco, where he has worked in various roles since 2016. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management alongside financial planning, family office services, and a range of investment strategies that combine quantitative, fundamental, and tactical approaches.

Stephen Biggs is a CFP® and CFA® professional with 16 years of industry experience. He has worked at The Mather Group, LLC since 2022 and previously spent ten years at Hc Financial Advisors, Inc. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities with integrated financial planning, investment management, tax, and estate planning services. The firm uses an evidence-based investment approach, incorporating risk-based allocation models and tax-synchronized portfolio construction, along with customizable options such as direct indexing and ESG factor portfolios.

Hannah Kim is a financial advisor at BakerAvenue with Series 65 and Series 63 licenses. She has been in the industry for three years, with prior experience at Sand Hill Global Advisors LLC and earlier roles at BakerAvenue. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management, financial planning, family office services, and specialized support such as concentrated stock management and alternative investments, using a range of strategies that combine quantitative and fundamental approaches.

Robert Falconer is a CFP®-designated financial advisor with 13 years of industry experience. He currently serves at Jordan Park Group LLC in San Francisco and has prior experience with EP Wealth Advisors, Bessemer Investor Services, Bessemer Trust, Fisher Investments, and Summitry. Jordan Park Group LLC advises primarily high-net-worth individuals, families, trusts, estates, and philanthropic organizations with multi-million dollar portfolios. The firm offers discretionary portfolio management, family office services, and integrates customized investment approaches including ESG considerations, alternative strategies, and tax-aware rebalancing.

Doug Couden is a CFA® charterholder and holds a Series 63 license with 14 years of industry experience. He has worked at BakerAvenue Asset Management since 2012 and spent two years at Veridi Capital, LLC. He is based in San Francisco, CA. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and a range of financial planning and family office services, employing a mix of quantitative, fundamental, and tactical allocation strategies across various named investment approaches.

Rong Gao is a CFP® professional with over 25 years of experience in the financial industry. She has worked at BNY Mellon for 24 years before joining Core Planning, LLC in 2026. Gao is based in San Francisco, CA. Core Planning provides fee-only financial planning and wealth management services primarily for individual and high-net-worth clients, along with ERISA 3(21) retirement-plan advisory services for qualified plans. The firm uses a combination of third-party model portfolios and rule-based rebalancing tools to tailor investment strategies according to client objectives and risk tolerance.

Michael Graziano is a CFP® professional with 23 years of experience in financial advisory services. He has worked at Laird Norton Wetherby Wealth Management, LLC since 2024 and previously spent over two decades at Wetherby Asset Management. He holds Series 63 and Series 65 licenses. LNW serves families and high-net-worth individuals by providing comprehensive wealth planning and investment management for trusts, estates, foundations, and endowments. The firm employs a disciplined investment approach with global diversification, combining third-party managers, ETFs, mutual funds, and select individual securities, while integrating tax-aware strategies, alternative investments, and impact investing options.

Joseph Ghidossi is a CFP® professional with 16 years of experience in financial advising. He currently works at Threadline Wealth and previously held roles at Moss Adams Wealth Advisors LLC and Charles Schwab. Threadline Wealth provides wealth management, financial planning, and investment consulting services to a broad range of clients including individuals, families, business owners, and institutional clients. The firm employs a core-and-satellite investment approach with diversified allocations, integrating quantitative and qualitative due diligence and specialized strategies such as options-based hedging and tax-aware investing.

Mc Clain Marks is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Concorde Asset Management and Concorde Investment Services since 2023. Marks is also associated with Sequent Real Estate + Wealth Management and has experience in the coffee industry through his involvement with Sodoi Coffee Tasting House. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset-allocation and model-based strategies across proprietary and third-party platforms.

Riley Barr is a CFP® and holds a Series 66 license, with 11 years of experience in the financial industry. He has worked at Freestone Capital Management, LLC since 2019 and previously at Scharf Investments, LLC from 2015 to 2019. Freestone Capital Management, LLC is a wealth management firm with 42 advisors managing approximately $11.49 billion in assets for about 2,783 clients. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments with an emphasis on managing downside risk.

Bruce Edwards is a financial advisor at Freestone Capital Management, LLC in San Francisco, CA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Freestone Capital Management since 2020 and previously spent seven years at Parallel Advisors, LLC. Freestone Capital Management is a wealth management firm that oversees approximately $11.49 billion in regulatory assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, utilizing a diversified investment approach that includes internally managed model portfolios, third-party sub-advisers, and alternative investments with an emphasis on managing downside risk.

Adam Simon is a financial advisor with Concorde Asset Management, LLC in San Francisco, CA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Outside of his advisory role, he is president of Nomisimon, Inc., a real estate consulting firm providing strategy and consulting services to owners, buyers, and sellers. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using model-based strategies and serves as an overlay manager with discretionary trading and allocation responsibilities.

Christie Baker is a CFP® and PFS™ with 28 years of industry experience, currently serving as a financial advisor at Perigon Wealth Management, LLC since 2021. Prior to joining Perigon, she spent 10 years at Baker & Associates. In addition to her advisory role, she works as an independent insurance agent specializing in accident, health, and life insurance. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a client-focused approach, developing portfolios based on objectives and risk tolerance, and may utilize sub-advisors or turnkey asset management programs to implement investment strategies.