Daniel Krebs is a financial advisor at Atlas Capital Advisors Inc. with six years of industry experience and holds a Series 65 designation. He has worked at Atlas Capital Advisors since 2019 and concurrently serves as a part-time Managing Director at Sebastes Capital Management, a family office in San Francisco, where he assists with portfolio investment decisions. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and corporate entities. The firm employs an evidence-driven, total-portfolio asset allocation approach and manages tax-aware portfolios using a variety of instruments, including equities, fixed income, derivatives, and alternative investments.

Zachary Talus is a financial advisor at Burling Wealth Partners in San Francisco, CA, with one year of industry experience. He holds a Series 65 designation and has prior work experience at Apple Inc., MIT, and Boeing. Outside of advising, he manages manufacturing operations for iPads at Apple Inc. Burling Wealth Partners is an SEC-registered advisory firm serving individuals, family offices, trusts, estates, private foundations, corporations, and qualified retirement plans. The firm offers comprehensive financial planning and investment management with a client-centered, long-term investment approach that includes a variety of asset classes and external manager oversight.

Tessa Sternberg is a financial advisor at One Wealth Advisors, LLC in San Francisco, holding a Series 65 designation with two years of industry experience. She has been with One Wealth Advisors since 2022 and previously worked at Newsela from 2019 to 2022. One Wealth Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a holistic financial life plan approach, focusing on long-term investment strategies with diversified portfolios and coordinated services including tax, trust, and estate planning.

Christopher Winkler is a financial advisor with Aspirean Wealth, LLC in Mill Valley, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America Inc. for over a decade. Outside of advisory, he is involved in periodic life insurance sales through Legacy Advisors Agency. Aspirean Wealth serves individuals, high net worth clients, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement consulting. The firm emphasizes long-term, asset-allocation-driven strategies using broadly diversified, passively managed funds and integrates third-party money managers in client portfolios.

John Baker is a financial advisor at Atlas Capital Advisors Inc. with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Delta Investment Management, LLC and BCW Securities LLC. Outside of finance, he serves as president and a board member of Solari Estate Vineyards, a winery in Calistoga, California. Atlas Capital Advisors is an independent, privately owned investment adviser serving individuals, high-net-worth families, family offices, pension plans, trusts, foundations, and other institutions through discretionary wealth management and tax-aware portfolio management. The firm employs a combination of fundamental, technical, and quantitative analysis with various investment instruments and typically manages portfolios on a separately managed account basis.

Erwan Collobert is a financial advisor at Transatlantique Private Wealth LLC in San Francisco, holding a Series 65 credential. He has experience working at Banque Transatlantique Luxembourg for nine years, followed by roles at Credit Agricole and a year of extended travel. Collobert joined Transatlantique Private Wealth in 2026. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, and trusts, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines macroeconomic and thematic research from European affiliates with fundamental and technical analysis to develop strategic portfolio allocations.

Leslie Krampert is a financial advisor at Atlas Capital Advisors Inc. in San Francisco, CA, holding a Series 65 designation with four years of industry experience. Prior to joining Atlas Capital Advisors in 2021, Leslie worked at Meridian Financial from 2018 to 2021. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and other entities with discretionary portfolio management and family office services. The firm uses evidence-driven methods combining fundamental, technical, and quantitative analysis, managing tax-aware portfolios with a focus on total-portfolio asset allocation.

John Roberson is a financial advisor at 1919 Investment Counsel, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with 1919 since 2018, following six years at Rand & Associates. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm constructs customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and third-party resources, and operates as a wholly-owned subsidiary of Stifel Financial Corp.

Elaina Serotte is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2018. Prior to this, she worked at Golub Group from 2014 to 2018. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations by offering 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, integrating technology for tax-efficient rebalancing and utilizing adviser-only investment vehicles.

David Hultman is a financial advisor at Summit Trail Advisors, LLC in San Francisco, holding Series 63 and Series 65 licenses with 23 years of industry experience. His prior work includes roles at BancWest Investment Services and Bank of the West from 2011 to 2023, followed by a position at LPL Financial. He is also associated with Summit Trail Securities, LLC as a registered representative. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, offering services such as discretionary and non-discretionary portfolio management, financial planning, family office services, and outsourced chief investment officer consulting.

Aneta Palica is a Series 66-licensed financial advisor with one year of industry experience, currently with Infinity Financial Services Advisory. Prior to joining the firm, she held roles at Unilever, Akzonobel, BNP Paribas, and State Street. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients through a team of 35 advisors. 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 includes various analytic techniques and both long- and short-term trading strategies.

Teresa Greenip is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience, currently advising at Aspiriant, LLC in San Francisco. She has been with Aspiriant since 2019 and previously worked at Mosaic Financial Partners and iStar. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, and family office services. The firm offers customized investment programs and expanded family office capabilities, including accounting, banking support, and specialized consulting beyond typical advisory offerings.

Alison Diessner is a financial advisor at NorthRock Partners, LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise, Ashfield Capital Partners, and Hall Capital Partners. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach with broad asset allocation and diversification, managing accounts on both discretionary and non-discretionary bases.

Alyssa Morris is a financial advisor at Freestone Capital Management, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Parallel Advisors, LLC for seven years before joining Freestone in 2022. Freestone Capital Management, LLC is a wealth management firm managing 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, financial planning, and serves as investment manager to a family of private pooled investment vehicles, employing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments.

John Lundin is a financial advisor at KCM Investment Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses. KCM Investment Advisors serves high-net-worth individuals, retirees, and institutional clients, providing discretionary portfolio management and integrated financial planning through customized solutions that combine equities, ETFs, and investment-grade fixed income. The firm manages assets on a fully discretionary basis using a mix of long-term, short-term, and trading strategies supported by fundamental and quantitative analysis.

Dale Schroeder is a financial advisor with NewEdge Wealth in San Francisco, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining NewEdge Wealth and NewEdge Securities in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2011 to 2023. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers a range of advisory services, including wealth strategy, financial planning, and portfolio management, with a focus on asset allocation and investor behavior across various investment approaches.

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® professional with five years of industry experience, currently advising at Savvy since 2024. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for three years. Outside of her advisory role, she serves as an advisor and promotor for DigitalDX. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios, tax-aware direct indexing, and integrates third-party fintech tools and sub-adviser strategies.