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.

Frederick Linkner is a CFA® charterholder with seven years of industry experience. He has worked at Parallel Advisors, LLC since 2018 and previously spent sixteen years with Rosenblum Siverman Sutton SF Inc. in San Francisco, CA. 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 employs a diversified investment approach that includes fundamental, technical, and cyclical analysis across multiple asset classes and utilizes technology platforms for portfolio management and tax-efficient rebalancing.

Nicholas Mc Innis is a CFA® charterholder with nine years of industry experience. He has been with BakerAvenue since 2016 and holds a Series 65 license. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth, and institutional clients, typically on a discretionary basis. The firm offers multiple investment strategies combining tactical allocation, quantitative analysis, and fundamental research, and provides services including tax and estate planning, philanthropy, and trustee oversight for clients with over $3 million in investable assets.

Hannah Kim is a financial advisor at BakerAvenue with Series 65 and Series 63 credentials and 14 years of industry experience. She has worked at BakerAvenue since 2012, with a two-year period at Sand Hill Global Advisors LLC from 2021 to 2023. BakerAvenue provides wealth management, financial planning, and family office services primarily to individuals, high-net-worth clients, and institutional clients. The firm employs multiple investment strategies that combine tactical allocation, quantitative analysis, and fundamental research, and offers a broad range of services including tax and estate planning, philanthropy, and concentrated stock management.

Robert Falconer is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Jordan Park Group LLC. His prior experience includes roles at EP Wealth Advisors LLC, Bessemer Trust, Bessemer Investor Services, Inc., and Fisher Investments. Jordan Park Group serves primarily high-net-worth individuals, families, related entities, and philanthropic organizations, offering discretionary portfolio management, sub-advisor oversight, and family office services. The firm employs customized investment guidelines and combines separate accounts, direct investments, and pooled vehicles, integrating ESG considerations and alternative strategies as needed.

Doug Couden is a CFA® charterholder and holds a Series 63 license with 14 years of experience in the financial industry. He has worked at BakerAvenue since 2012 and was previously with Veridi Capital, LLC from 2019 to 2021. He is based in San Francisco, CA. BakerAvenue offers investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, focusing on discretionary portfolio management and comprehensive financial planning. The firm employs a blend of fundamental, quantitative, and technical analysis with tactical asset allocation across multiple named strategies and includes services such as estate planning, philanthropy, tax preparation, and concentrated stock management.

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® with 22 years of industry experience, currently serving at LNW. He previously worked at Wetherby Asset Management for over two decades before joining LNW. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm combines investment management, wealth planning, and coordination with outside professionals to address complex, multi-entity financial needs through customized investment policies and a strategic asset-allocation framework.

Joseph Ghidossi is a CFP® professional with 15 years of experience in the financial services industry. He has worked at Moss Adams Wealth Advisors LLC since 2018 and previously held roles at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2010 to 2018. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets using a long-term, strategic asset allocation approach with both discretionary and non-discretionary portfolio management.

Joyce Franklin is a CFP® and Series 65-licensed advisor with six years of industry experience. She has worked at Mission Wealth Management, LP since 2024 and previously operated JLFranklin Wealth Planning from 1999 to 2024. Mission Wealth Management, LP is a multi-team SEC-registered advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers personalized wealth management and investment solutions through a tiered service model, emphasizing long-term strategies and incorporating alternative investments.

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.

John Scarborough is a Series 66-licensed financial advisor with Summit Trail Advisors, LLC, based in San Francisco, CA, where he has worked for 11 years. He has 20 years of industry experience and is a founding partner of both Summit Trail Advisors and its affiliated broker-dealer, Summit Trail Securities. He also serves in various trustee roles for certain client trusts. Summit Trail Advisors serves a diverse client base including high-net-worth individuals, business entities, trusts, estates, charitable organizations, and institutional clients. The firm employs a structured investment process focused on asset allocation, investment selection, and portfolio construction, using an open-architecture approach and managing approximately $20 billion in assets.

Adam Simon is a financial advisor at Concorde Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Realized Financial, Inc. and Mosser Capital Management LLC. Outside of securities trading, he serves as president of Nomisimon, Inc., a real estate consulting company. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of investment products and ERISA fiduciary services.