Tarren Schaar is a CFP® professional with 13 years of experience in wealth management. He is currently with Mission Wealth Management, LP and previously worked at JLFranklin Wealth Planning for 16 years. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm integrates investment management with tax, trust, philanthropy, and risk planning, offering tailored portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Keith Larkin is a financial advisor at Robertson Stephens with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Deutsche Bank Securities, Neuberger Berman, and RBC Rochdale. Robertson Stephens provides investment advisory services to individuals, families, trusts, and institutional clients, managing $8.76 billion in assets as of December 2025. The firm offers discretionary and non-discretionary portfolio management, planning services, and employs a range of investment strategies with oversight from an in-house Investment Office and Committee.

Cara Picton is a CFP® professional with eight years of industry experience, currently serving at Brighton Jones LLC. Her prior experience includes roles at Nate D. Sanders Inc. and volunteer work with African Village Support and Samos Volunteers. 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 and offers discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.

Ramonita De La Rosa is a financial advisor at Evergreen Capital Management LLC with 10 years of industry experience. She holds a Series 65 credential and previously worked at Bingham, Osborn & Scarborough LLC for six years before joining Evergreen in 2021. Evergreen Capital Management serves a diverse client base including individuals, high-net-worth investors, trusts, endowments, and family offices. The firm employs a Dynamic Asset Allocation approach and branded strategies such as Right Cycle Investing™, utilizing fundamental, macroeconomic, and third-party research alongside artificial intelligence to guide investment decisions.

Joseph Delaney is a financial advisor at Robertson Stephens with 21 years of industry experience. He holds a Series 65 designation and previously worked at LifeGuard Wealth, LLC for 11 years. In addition to his advisory role, he is a licensed California real estate broker, operating separately from his work at Robertson Stephens. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, and a variety of planning services, managing $8.76 billion in assets as of December 31, 2025.

Amin Baradaran is a CFA® charterholder with seven years of industry experience. He has worked at Laird Norton Wetherby Wealth Management and its predecessor firms since 2018, and previously at Financial Clarity Inc. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm employs a customized investment approach emphasizing strategic asset allocation, global diversification, and a core-satellite method that incorporates active management, tax-aware strategies, and alternative investments.

Tom Sciara is a financial advisor at Infinity Financial Services Advisory in Oakland, CA, with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including National Life Group and New York Life Insurance Company. Outside of his advisory work, he is involved as an insurance agent with Falcon PG Wealth Management and Insurance Services. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm employs a multi-method investment approach that includes technical and fundamental analysis and offers portfolio management, financial planning, adviser selection, and pension consulting for individual and high-net-worth clients.

Erik Midas is a financial advisor with Savvy in San Francisco, holding Series 63 and Series 65 licenses and nine years of industry experience. His work history includes roles at Midas Capital Management, LPL Financial LLC, Navigation Group, and Karp Capital Management Corporation. Outside of his advisory career, he is connected to a home-based business through his spouse. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach combined with active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and fintech platforms.

Sean Mc Neil is a financial advisor at Concorde Asset Management, LLC with one year of industry experience. Prior to joining Concorde, he worked at Hormel Foods for five years and Foster Poultry Farms for three years. He is the owner of Evergreen Sales & Marketing LLC, a business focused on sales and marketing for sports trading cards. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios through asset allocation and model-based strategies, offering services such as ERISA retirement-plan advisory and management of variable annuity separate accounts.

Jordan Overby is a CFP® professional with nine years of experience currently advising clients at Aspiriant, LLC in San Francisco. He has been with Aspiriant in various capacities since 2016. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, offering discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services. The firm builds customized investment programs using asset allocation guided by internal research and offers a range of implementation options including third-party managers, ETFs, separate accounts, private investments, and mutual funds.

David Rockman is a financial advisor with ON Investment Management Company in San Francisco, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has been with ON Investment Management Company since 2003 and also serves as president of Embarcadero Financial Group. In addition to his advisory roles, he is an advisory board member of Court & Aquatic Sports Ltd, an athletic club. ON Investment Management Company is a SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive and modular financial plans and access to various third-party investment programs.

Rick Tasker is a financial advisor at Robertson Stephens with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robertson Stephens Wealth Management since 2021, following 17 years at Epoch Consulting Group. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, model portfolios, and a range of planning services, managing $8.76 billion in assets as of December 31, 2025.

Daire Heneghan is a CFA® charterholder and Series 66 licensee with seven years of industry experience. He is currently with Infinity Financial Services Advisory, where he has worked since 2023. His prior roles include positions at New York Life Insurance Co, City National Bank, and Brownstein Crane Surgical Services. Outside of his advisory work, Heneghan coaches middle school rugby. 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 uses a multi-method investment approach incorporating fundamental, technical, quantitative, and cyclical analysis, implementing strategies across various securities including mutual funds, ETFs, annuities, and options.

Elizabeth Steininger is a financial advisor at Freestone Capital Management, LLC with five years of industry experience. She previously worked at Ratio Wealth Group, LLC and Alta Park Capital, LP. Outside of her advisory role, she is involved in a family timber business, Greenfield Timber and Resources, Inc., where she attends annual meetings with minimal responsibilities. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,783 clients with $11.49 billion in assets under management. The firm offers discretionary and non-discretionary investment advisory services, combining internally managed model portfolios, third-party sub-advisers, and alternative investments with an emphasis on diversification and downside risk management.

John Kang is a financial advisor at Parallel Advisors, LLC with 24 years of industry experience. He previously worked at Merrill for 10 years before joining Parallel Advisors in 2023. He holds Series 63 and Series 66 designations. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach, including fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Karen Leech is a financial advisor at LNW with 23 years of industry experience. She holds a Series 65 designation and previously worked at Wetherby Asset Management for 22 years before joining Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities, combining investment management, wealth planning, and coordination with outside professionals. The firm emphasizes customized investment policies, global diversification, active manager due diligence, and tax-aware strategies, and is known for its affiliated trust companies and private pooled vehicles that offer access to private investment strategies.

Nicholas Ruzette is a CFP®-credentialed financial advisor with eight years of industry experience. He is currently with Aspiriant, LLC, where he has worked since 2013, including a brief tenure at Equinox Securities, Inc. Outside of his advisory work, no additional personal activities are noted. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers customized investment programs alongside comprehensive wealth planning and family office services, including accounting, tax and estate planning, and specialized consulting.

Charles Hatch is a financial advisor at Parallel Advisors, LLC with 23 years of industry experience. He has held roles at Parallel Advisors since 2009 and previously worked at Wells Fargo Clearing and Wells Fargo Investments. He holds a Series 66 designation. 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 including fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms to enhance tax-efficient rebalancing and held-away account management.

Charles Sommer is a financial advisor with United Capital Financial Advisors in Larkspur, CA, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Ardian and A Runner's Mind, and he has experience in the retail and running industries. United Capital provides national financial planning and discretionary investment management to a broad range of clients, including individual households, high-net-worth clients, retirement plans, and institutional accounts. The firm offers customizable investment strategies and a technology platform, FinLife Partners, which supports independent advisors with sub-advisory and consulting services.

Jennifer Chan is a CFA® charterholder with seven years of experience in wealth management. She has worked at Laird Norton Wetherby Wealth Management, LLC since 2024, following multiple roles at Wetherby Asset Management from 2016 to 2023. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policies, global diversification, and coordinated planning with outside professionals to address complex financial needs.