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® professional with eight years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in San Francisco, CA. His career includes roles at Aspiriant dating back to 2015, with prior experience at Equinox Securities, Inc. and Alpha Strategies Investment Consulting. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with comprehensive wealth planning and family office services. The firm’s investment approach includes customized asset allocation using a variety of implementation options, supported by internal research and AI tools, and it offers distinctive family office capabilities and access to proprietary mutual funds and private investment opportunities.

Charles Hatch is a financial advisor with Parallel Advisors, LLC in San Francisco, holding a Series 66 designation and 22 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-strategy investment approach including fundamental, technical, and cyclical analysis, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

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.

Christina Covalesky is a CFP® with 22 years of industry experience, currently serving at Laird Norton Wetherby Wealth Management, LLC. She was previously with WETHERBY ASSET MANAGEMENT for 21 years. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, combining investment management, wealth planning, and coordination with outside professionals to address complex multi-entity financial needs. The firm emphasizes customized investment policy statements, global diversification, and active manager due diligence, with additional capabilities in tax-aware decision making and impact investing.

Derek Izuel is a CFA® charterholder with 14 years of industry experience. He is currently with Shelton Capital Management and has previously worked at Vitruvian Capital Management and HighMark Capital Management. Shelton Capital Management provides investment management to mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individual investors through various account types and advisory services. The firm employs an active, discipline-specific approach combining fundamental, technical, and quantitative analysis, and incorporates ESG screening and data-science tools across its strategies.

Daniel Johnson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Northern Trust Securities, Inc. in San Francisco, where he has worked since 2010. He holds Series 63 and Series 66 licenses. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients by offering Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs via the Fidelity Managed Account Xchange platform.

Michelle Watson is a CFA® charterholder with 35 years of industry experience. She has been with Evergreen Capital Management LLC since 2017 and previously worked at Arcturus Financial, LLC. Outside of her advisory role, she serves as an informal board member of SHE-CAN, a nonprofit focused on empowering low-opportunity women, and is a board member of Mesa de Vida, a food company. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning services to individuals, trusts, endowments, and retirement plans. The firm employs a Dynamic Asset Allocation framework and an ETF-focused strategy called Right Cycle Investing, supported by independent investment committees and specialized strategies including subadvisers and derivatives when appropriate.

April Antonio is a CFP® professional affiliated with Aspiriant LLC in San Francisco, CA, with one year of industry experience. She has been with Aspiriant since 2016 in various roles. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, family office, and specialty services. The firm emphasizes customized investment programs and expanded family office capabilities, including accounting and banking support.

Steven Herzog is a CFP® with 25 years of industry experience, currently serving at Laird Norton Wetherby Wealth Management, LLC. He was previously with Wetherby Asset Management for 18 years. Herzog holds Series 63 and Series 65 licenses and is based in San Francisco, CA. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach centers on customized investment policy statements and a strategic asset-allocation framework that includes global diversification, active manager due diligence, and selective use of alternative investments.

Todd Wellnitz is a financial advisor with Legacy Wealth Management, LLC, based in Alameda, CA. He has one year of industry experience and has been with Legacy Wealth Management since 2024. Prior to this, he has been involved with Wellguard Insurance Solutions, Inc. since 2010. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and planning through a multi-team platform, emphasizing tailored strategies and continuous account monitoring.

Daniel Cassell is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He has been with BakerAvenue since 2015, currently serving in their San Francisco office. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. clients, often under discretionary mandates. The firm employs a multi-strategy investment approach combining fundamental, quantitative, and technical analysis with tactical asset allocation across various named strategies.

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.

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 licenses and has previously worked at Washington Crossing Advisors LLC, Ziegler Capital Management, LLC, and Stifel Nicolaus & Co Inc. 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, and pension plans. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and a range of supportive operational relationships through its affiliation with Stifel Financial Corp.

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.

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. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model that integrates discretionary and non-discretionary portfolio management across multiple asset classes, utilizing mutual funds, ETFs, independent managers, and specialized strategies.

Christopher Broderick is a Series 65-licensed advisor with Parallel Advisors, LLC in San Francisco, California. He has 10 years of industry experience and has been with Parallel Advisors since 2014. 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 diversified investment approach using fixed income, mutual funds, ETFs, and independent managers, incorporating technology platforms for tax-efficient rebalancing and held-away account management.