Lani Kapur Rains is a CFP® professional with nine years of experience at Aspiriant, LLC, based in San Francisco, CA. She has been with Aspiriant since 2007, including seven years with its current iteration, Aspiriant LLC. Aspiriant 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 along with comprehensive wealth planning and family office services, including accounting, banking support, tax and estate planning, and specialized consulting.

Michelle Eversman is a CFP® with six years of industry experience, currently serving at Aspiriant, LLC in San Francisco. She has been with Aspiriant in various roles since 2017 and previously worked at Deloitte Tax LLP. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional clients, providing investment management, wealth planning, family office, and specialty services. The firm builds customized investment programs using asset allocation informed by internal research and offers comprehensive wealth services including accounting, tax and estate planning, and specialized consulting.

Thomas Lifson is a financial advisor at SVB Wealth with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Citigroup and Jefferies LLC. Outside of his advisory role, he serves as an unofficial advisor on balance sheet and cash management for MedKal Health Ltd., a biotechnology startup based in Scotland. SVB Wealth serves a diverse client base including individuals, trusts, foundations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using a range of investment strategies and maintains a formal due-diligence process for manager selection.

Ashley Legg is a financial advisor with Jordan Park Group LLC in San Francisco, holding a Series 66 designation and seven years of industry experience. Prior to joining Jordan Park Group in 2022, she worked at Emerson Equity, Catalyst Private Wealth, and Dimensional Fund Advisors. Jordan Park Group serves primarily high-net-worth individuals, families, and philanthropic organizations, managing multi-million dollar portfolios through discretionary portfolio management and tailored family office services. The firm employs customized investment guidelines and integrates ESG considerations when requested, using a range of investment vehicles alongside strategic asset allocation and committee oversight.

Tanis Kelly is a financial advisor at Cooper McManus with three years of industry experience. Prior to joining Cooper McManus, Kelly worked at Securities America Advisors, Inc. and has been associated with Greystone Advisory Group and TK Settlement Consulting. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses, managing approximately $2.56 billion in discretionary assets. The firm tailors investment strategies based on fundamental analysis and client objectives, utilizing a range of approaches including options and cryptocurrency products.

Gabriel Garcia is a financial advisor at Compound Planning, Inc. with 17 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and First Republic Investment Management. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting. The firm’s investment approach involves customized, risk-based model allocations using a combination of fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

David Liberio is a financial advisor at Infinity Financial Services Advisory in Oakland, CA, holding Series 65 and Series 66 licenses. He has experience working with several firms including Northwestern Mutual and Keller Williams. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm serves individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that incorporates various analytical techniques and complex products.

Rachel Elson is a CFP® with six years of experience at Perigon Wealth Management, LLC. Prior to joining Perigon, she worked at Meredith (formerly Time Inc.) from 2015 to 2018. She serves as a board member and treasurer for So Percussion, a music organization focused on creating and presenting works and educational initiatives to students. 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 develops portfolios tailored to clients’ objectives and risk tolerance, often delegating day-to-day investment management to independent managers while maintaining oversight and conducting formal annual reviews.

Brendan Supple is a financial advisor at Citizens Private Wealth with four years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. Outside of finance, he has experience in the food and real estate sectors, having worked at F'real Foods and Opendoor. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, and institutional clients. The firm focuses on tailored long-term asset allocation within an open-architecture framework and offers a range of investment management, advisory, and business consulting services.

Maximilian Ortiz is a financial advisor with SVB Wealth LLC in San Francisco, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill, Hall Capital Partners LLC, and First Citizens Bank. Ortiz also serves as a Relationship Manager at SVB Wealth LLC, providing wealth management advice to clients. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs investment adviser representatives who develop customized investment policy statements and oversee account management, utilizing affiliated and unaffiliated third-party managers monitored through a documented due diligence process.

Brian Kreischer is a financial advisor at Frank Rimerman Advisors LLC with 22 years of industry experience. He holds a Series 65 credential and has been with Frank, Rimerman & Co., LLP since 1991, where he serves as a certified public accountant and business services partner involved in business development and personnel management. Frank, Rimerman Advisors LLC provides financial planning, wealth management, and portfolio management to high-net-worth individuals, qualified investors, trusts and estates, charitable organizations, and select limited liability companies. The firm employs a long-term, individualized investment approach, building diversified portfolios based on clients’ objectives, time horizon, and risk tolerance.

Charles Strickler is a financial advisor at Concorde Asset Management, LLC in San Francisco, CA, holding Series 63 and Series 66 licenses with 28 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors before joining Concorde in 2020. Outside of advisory work, he provides guidance to a family-owned pizza restaurant and a car wash business. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party asset managers and programs. The firm employs model portfolios and third-party strategists to build tailored investment solutions and acts as an overlay manager with discretionary trading responsibilities.

Nancy Corrigan is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. She has been with The Strategic Financial Alliance, Inc. since 2005. Outside of her advisory role, she owns Beacon College Funding Solutions, Inc., which assists parents in obtaining need-based financial aid for college students. The Strategic Financial Alliance, Inc. provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm operates multiple portfolio programs and supports participation in third-party manager platforms, managing a majority of assets on a non-discretionary basis.

Tyler Brooks is a financial advisor at Perigon Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Insight Wealth Strategies, LPL Financial, and Ameritas. Outside of his advisory role, he is also an insurance agent and the owner of SamoaBound, LLC. 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 develops portfolios tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting formal annual reviews.

Samuel Pun is a financial advisor at Freestone Capital Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Scharf Investments and Sonen Capital LLC. He has been with Freestone Capital Management since 2019. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in regulatory assets for around 2,783 clients through 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a multi-manager investment approach focused on diversification and downside risk management across equities, fixed income, and private strategies.

Michael Mckean is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Infinity Financial Services and its advisory division since 2016. Mckean is also the owner of NorCal Benefit Solutions, a health and life insurance business. Infinity Financial Services Advisory is a multi-advisor firm serving individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting. The firm employs a multi-method investment approach incorporating fundamental, technical, quantitative, and cyclical analyses, and uses a variety of investment vehicles including mutual funds, ETFs, annuities, and options.

Arend Warmerdam is a financial advisor with SVB Wealth, holding Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at First Citizens Investor Services, Silicon Valley Bank, Boston Private Wealth, and Whittier Trust Company. Outside of his advisory work, he is involved in nonprofit organizations supporting youth sports and education, serving on boards such as The Asomugha Foundation and The Olympic Club Foundation, and he manages a small family farm business. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a multi-strategy investment approach involving affiliated and third-party managers, supported by an Investment Committee, and operates as a wholly owned subsidiary of First Citizens Bank.

Matthew Lau is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Robertson Stephens Wealth Management, where he has worked since 2022, and has held prior roles at Fortune Financial Services and LFS Asset Management. Outside of his advisory work, Lau volunteers as a financial literacy presenter for a nonprofit organization. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing $8.76 billion in assets as of December 31, 2025. The firm offers discretionary and non-discretionary portfolio management, planning services including tax and estate planning, and uses a combination of in-house model portfolios, third-party managers, and sub-advisors supported by an internal investment committee.

Cheryl Keilman is a financial advisor at RBC Securities, Inc. with seven years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank and BMO Harris Private Bank. Outside of her advisory role, she is a landlord of a rental property in Chicago. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a bank parent, providing clients access to various asset allocation strategies and custodial services.

Christopher Cummock is a financial advisor at Parallel Advisors, LLC with five years of industry experience. His prior roles include positions at O'Donnell Financial Group, Tri Coast Capital, and MC Aureate RIA & Aureate Capital. He is the founder and principal of Waterfall Prospectus Investors, a consulting business advising startups on capital raising and early-stage development. 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 that includes fixed income, mutual funds, ETFs, and independent managers, and utilizes technology platforms to support tax-efficient rebalancing and held-away account management.