Carolyn Kelly is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Team Hewins, LLC. She has worked at Team Hewins and its related entities since 2015. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment process is guided by an Investment Committee using Modern Portfolio Theory and offers a range of portfolio management services including tax‑loss harvesting and retirement plan fiduciary services.

Todd Wellnitz is a financial advisor at Legacy Wealth Management, LLC with 2 years of industry experience. He has been involved with Wellguard Insurance Solutions, INC. since 2010. Legacy Wealth Management serves individual clients across wealth levels, charitable organizations, and business entities by providing portfolio management, financial planning, consulting, and related services including annuity and insurance solutions through affiliated partners. The firm uses a range of investment strategies, including in-house models and alternative investments, and offers customized portfolios based on clients’ goals and risk tolerances.

Ian Stern is a financial advisor at Citizens Private Wealth with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise, Comerica Bank, Comerica Securities, and Wells Fargo Investments. Stern is also a licensed real estate broker and owns Golden Bay Brokers, a real estate business. Citizens Private Wealth serves high-net-worth individuals, families, and institutions by providing discretionary and non-discretionary investment management, ERISA plan advisory, and estate and tax structuring services. The firm follows a long-term asset allocation approach within an open-architecture platform and benefits from its affiliation with Citizens Bank, offering additional banking and lending products.

Daniel Cassell is a CFA® charterholder with 16 years of industry experience. He has been with BakerAvenue Asset Management since 2015, including its predecessor entities, and previously worked at B|O|S for six years. He holds a Series 65 license and 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 comprehensive financial planning services, employing a range of quantitative, fundamental, and tactical strategies while emphasizing regular client communications.

Sean Figueroa is a CFP® and CFA® with 13 years of industry experience, currently serving at Evergreen Capital Management LLC since 2017. Prior to this, he worked at Cypress Wealth Advisors and CIBC Private Wealth Advisors, Inc. He is based in San Francisco, CA. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and pension and retirement plans. The firm uses a Dynamic Asset Allocation process and an ETF‑focused approach called Right Cycle Investing, combining multiple analytical methods and artificial intelligence, with portfolio decisions made by independent committees.

Bridget Mc Guire is a financial advisor at Parallel Advisors, LLC with a Series 65 credential and three years of industry experience. Prior to joining Parallel Advisors, she worked at Deloitte Consulting for three years. 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-strategy investment approach incorporating fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for portfolio management and tax-efficient rebalancing.

William Berg is a Series 65-licensed financial advisor with Summitry, LLC, based in Foster City, CA. He has two years of industry experience, including prior work at Sageview Advisory Group. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies. The firm employs a research-driven, largely bottom-up investment approach, combining internally managed core strategies with independent managers and alternative approaches, including a tax-smart long/short strategy.

Deborah Peri is a CFP®-certified financial advisor with 17 years of industry experience. She is currently with Team Hewins, LLC and has previously worked at Redwood Park Advisors, LLC and Curran & Lewis Investment Management, Inc. Team Hewins, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach is guided by an Investment Committee that constructs model portfolios based on Modern Portfolio Theory and offers specialized retirement plan services, managing a diverse asset mix with a focus on both discretionary and non-discretionary management.

Paul Clark is a financial advisor with 19 years of industry experience, currently with 1919 Investment Counsel, LLC. He holds Series 63 and Series 65 credentials. Prior to joining 1919, he worked at Washington Crossing Advisors LLC, Ziegler Capital Management, LLC, Stifel Nicolaus & Co Inc, and Thomas Weisel Partners LLC. 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 constructs customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and periodic account reviews.

Alireza Hosseinlar is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Team Hewins, LLC. His background includes roles at Team Hewins across multiple capacities since 2022, as well as prior experience in educational and healthcare institutions. Team Hewins advises a diverse client base including individuals, families, trusts, business entities, and charitable organizations, providing investment advisory, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies based on Modern Portfolio Theory and is notable for managing a substantial portion of assets on a non-discretionary basis while serving state and municipal benefit plans with ERISA-based services.

Ka Lai Ng is a financial advisor with Citizens Private Wealth and holds the Series 66 designation. Ng has six years of industry experience, with prior roles at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Bank and its affiliated entities. Outside of advising, Ng provides in-home supportive services for a child. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term asset allocation approach within an open-architecture framework, offering primarily discretionary portfolio management alongside non-discretionary recommendations.

Alexander Flagg is a financial advisor at Brighton Jones LLC in San Francisco, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Brighton Jones, he spent ten years at Hewlett Packard Enterprise. Brighton Jones offers wealth management and financial planning services to individual, high-net-worth, and family-office clients, employing a whole-balance-sheet approach and discretionary investment authority to implement asset allocation. The firm provides a range of services including portfolio management, tax preparation, real estate consulting, and family office administrative support through multiple operating brands.

Michael Watson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at BPM Wealth Advisors, LLC. His prior work includes roles at Valmark Advisers, Inc. and Independent Financial Group, LLC. BPM Wealth Advisors serves individual clients, including high-net-worth individuals, as well as corporations, trusts, estates, and charitable foundations, providing financial planning, pension consulting, asset management, and insurance consulting. The firm manages approximately $49.9 million on a discretionary basis and employs a mix of passive and active strategies, focusing on manager selection and portfolio oversight.

Samia Adlesh is a CFP® professional at Laird Norton Wetherby Wealth Management with three years of industry experience. Her background includes roles at PwC and Wetherby Asset Management before joining LNW. LNW serves families and high-net-worth individuals, providing comprehensive wealth planning and investment management for trusts, estates, foundations, and endowments. The firm employs disciplined, globally diversified strategic asset allocations with a core-satellite approach, integrating alternative investments and impact-investing options where appropriate.

Caleb Dupree is a financial advisor at Ashton Thomas Private Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Caleb is based in San Francisco, CA. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a platform model that includes both discretionary and non-discretionary portfolio management, utilizing a range of investment strategies and access to third-party managers through its Amplify Platform.

Christopher Broderick is a financial advisor at Perigon Wealth Management, LLC in San Francisco, CA, holding a Series 65 designation with 10 years of industry experience. He previously worked for 12 years at Parallel Advisors, LLC before joining Perigon in 2026. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction and serves a diverse client base, distinguishing itself through its servicing of banking and thrift institutions and its role as sponsor and overseer of wrap and sub-advisor arrangements.

Ann Lucchesi is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with SVB Wealth LLC and holds Series 66 and Series 63 licenses. Her prior experience includes roles at First Citizens Investor Services, Parallel Advisors, and RBC Capital Markets. Outside of her advisory work, she is a partner at Corporate Equity Services, LLC, providing consulting and administrative support. SVB Wealth LLC serves individual, trust, estate, retirement plan, charitable, corporate, and pension clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers and is a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Company.

Stephanie Wei is a financial advisor with Ashton Thomas Private Wealth and holds Series 63 and Series 65 credentials. She has 23 years of industry experience, including prior roles at Bank of America, Merrill Lynch, and Wells Fargo Securities. Ashton Thomas Private Wealth serves individual and institutional clients, providing discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting. The firm employs a diverse investment approach, including mutual funds, ETFs, independent managers, and alternative strategies, and operates the Amplify Platform for program management and model design.

Simon Baker Jr. is a financial advisor at BakerAvenue with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Veridi Capital, Simonbaker & Partners, and Banc of America Investment Services. He has been with Baker Avenue Asset Management since 2004. 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, financial planning, and family office services, utilizing a range of named strategies that combine quantitative, fundamental, and tactical approaches.

Zachary Perry is a CFA® charterholder with 11 years of industry experience. He has worked at Robertson Stephens Wealth Management, LLC since 2020 and previously held positions at Seaplane Partners, LLC and Vine Street Wealth Management, LLC. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets.