Sue Cheung is a CFP® professional with 18 years of industry experience currently with Brighton Jones LLC. Her prior roles include positions at Morgan Stanley, Charles Schwab, USAA Financial Planning Services, and Ameriprise. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach, offering discretionary portfolio management and a range of financial planning services, supported by an affiliated ecosystem that includes private investment fund management, trust services, and legal support.

Erik Gholtoghian is a financial advisor at BakerAvenue with a Series 65 credential and three years of industry experience. He has previously worked at Green Pebble Financial, Moskowitz LLP, Pruco Securities, LLC, Liberty Tax Service, and IHSS. 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 financial planning, employing a range of quantitative, fundamental, and tactical strategies while emphasizing regular client communication through detailed performance reports and newsletters.

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.

Irene Liando is a CFA® charterholder at Bailard, Inc. with 13 years of industry experience. She has worked previously at Evans & Partners and Schroders before joining Bailard. Bailard provides wealth and asset management services to a diverse client base including high-net-worth individuals, foundations, pension plans, and sovereign wealth funds. The firm employs an active multi-asset approach that combines quantitative models, fundamental research, and qualitative judgment, offering both discretionary portfolio management and sustainable investing options.

Thomas Lifson is a financial advisor at SVB Wealth with 21 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 advisor to MedKal Health Ltd., a biotechnology startup, focusing on balance sheet and cash management. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients with wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a combination of fundamental, quantitative, and technical analysis supported by an Investment Committee to oversee allocations and manager adherence.

Ashley Legg is a financial advisor with Jordan Park Group LLC in San Francisco, holding a Series 66 designation and eight 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, providing discretionary portfolio management, family office services, and customized investment solutions with an emphasis on strategic asset allocation and ESG integration when requested.

Tanis Kelly is a financial advisor at Cooper McManus with three years of industry experience. Prior to joining Cooper McManus, Tanis worked at Securities America Advisors, Inc. and has been involved with Greystone Advisory Group and TK Settlement Consulting. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process and utilizes a broad range of instruments, including stocks, bonds, mutual funds, ETFs, and cryptocurrency products.

Gabriel Garcia is a financial advisor with Compound Planning, Inc. in Oakland, CA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Morgan Stanley Smith Barney LLC, First Republic Investment Management, and Wells Fargo, among others. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process with a range of strategies, including direct indexing and alternative investments, supported by technology and automated portfolio monitoring.

Margaret Avery is a financial advisor at Team Hewins, LLC with a Series 65 credential and one year of industry experience. Prior to joining Team Hewins, she held roles in hospitality and sports organizations, including positions at the Ritz-Carlton Half Moon Bay and the San Jose Sharks. Team Hewins advises individuals, families, trusts, business entities, charitable organizations, and retirement plans, providing investment advisory, financial planning, and retirement plan consulting. The firm employs asset-allocation strategies based on Modern Portfolio Theory and manages a balance of discretionary and non-discretionary assets while serving various institutional clients, including state and municipal benefit plans.

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.

Charles Wood is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Team Hewins, LLC and has previously worked at Brightworth, LLC, CI Brightworth Private Wealth, Boston Consulting Group, and the University of Chicago Booth School of Business. Team Hewins advises individuals, families, trusts, business entities, charitable organizations, and retirement plans, offering investment advisory, financial planning, and retirement plan consulting services. Their investment process emphasizes asset allocation based on Modern Portfolio Theory and includes both discretionary and non-discretionary management, serving a range of clients including state and municipal employee benefit plans.

Rachel Elson is a CFP® professional with five years of industry experience, currently serving at Perigon Wealth Management, LLC since 2019. Prior to joining Perigon, she worked at Meredith (formerly Time Inc.) for two years and was self-employed for two years. She serves as a board member and treasurer for So Percussion, a music organization that creates and presents works and educational initiatives to students. 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 with regular monitoring and acts as sponsor and overseer of wrap programs and sub-advisor relationships.

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.

Jack Sun is a CFA® charterholder affiliated with Empirical Wealth Management in San Mateo, CA, with five years of industry experience. His prior roles include positions at Cephei Capital Management, PNC Financial Services, Nmg Group, and Credit Suisse. Empirical Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and institutional investors. The firm’s investment approach is grounded in Modern Portfolio Theory and employs diversified model portfolios across multiple asset classes, complemented by affiliated services in real estate, insurance, and estate planning.

Brian Kreischer is a financial advisor at Frank, Rimerman Advisors LLC with 23 years of industry experience. He holds a Series 65 credential and has been associated with the affiliated firm Frank, Rimerman & Co., LLP since 1991, where he is a certified public accountant and business services partner. Frank, Rimerman Advisors LLC provides financial planning, wealth management, and portfolio management services 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 with diversified portfolios and maintains a structure supported by its parent CPA firm.

Charles Strickler is a financial advisor with Concorde Asset Management, LLC in San Francisco, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, J.P. Morgan Securities, UBS Financial Services, and Lehman Brothers. Outside of his advisory work, Strickler is involved in family businesses including a pizza restaurant and a car wash, and serves on the finance subcommittee of the Headland Center for the Arts. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, 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 integration across multiple platforms.

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.

Ka Tye Koo is a financial advisor at Team Hewins, LLC with 12 years of industry experience and a Series 65 designation. She has been with Team Hewins and its predecessor entities continuously since 2016. Team Hewins advises individuals, families, trusts, business entities, charitable organizations, and retirement plans, offering investment advisory, financial planning, and retirement plan consulting services. The firm’s investment process is based on asset-allocation principles grounded in Modern Portfolio Theory and manages assets through both discretionary and non-discretionary approaches, serving a broad client base that includes state and municipal benefit plans.