Michael Ma is a CFP® and ChFC® with 24 years of industry experience. He has been with Parallel Advisors, LLC since 2012 and also maintains a long-term role at IDS Life Insurance Company. Based in San Francisco, Ma holds a Series 66 license. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations through discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach using fixed income, mutual funds, ETFs, independent managers, and options strategies, complemented by technology platforms for tax-efficient rebalancing and held-away account management.

Jack Mazzera is a financial advisor at Jordan Park Group LLC in San Francisco, CA, holding a Series 65 license with three years of industry experience. His prior experience includes roles at Empirical Wealth Management, Private Ocean LLC, and Morgan Stanley. Outside of advisory work, he was involved with To Glow LLC. Jordan Park Group serves primarily high-net-worth individuals, families, related entities, and philanthropic organizations with multi-million dollar portfolios, offering discretionary portfolio management, sub-advisor oversight, and family office services. The firm’s investment approach includes customized guidelines, a variety of investment vehicles, ESG integration when requested, and the use of alternative strategies, all supported by a centralized Chief Investment Office.

Xuejing Li is a financial advisor at American Independent Securities Group, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Outside of advising, she owns an IT consulting and services company, Win Win Technology, LLC. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management and features affiliated broker-dealer registration alongside non-discretionary assets.

Daniel Mcauliffe is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Perigon Wealth Management, LLC in San Francisco since 2013. 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 each client's objectives and risk tolerance, often delegating day-to-day management to independent managers while retaining oversight and due diligence.

Dylan Sage is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. He holds a Series 65 credential and previously worked for Baldwin Wealth Partners, LLC for 18 years. Outside of advising, he serves on the investment committee for Neighborhood House and sits on the board of directors for Sage Minerals Inc., a family-held company in the process of winding down. Belpointe Asset Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, trusts, and other advisors. The firm manages approximately $7.6 billion in client assets and employs a combination of passive, active, tactical, and blended strategies to customize discretionary portfolios.

Sonya Mughal is a CFA® charterholder with 26 years of industry experience. She has worked at Bailard, Inc. and its affiliates since 1994, holding various roles including positions as director and treasurer of affiliated investment-related private funds. Mughal currently serves as director of Bailard Real Estate Investment Trust, Inc. and BB&K Holdings, Inc., Bailard’s parent holding company. Bailard, Inc. offers wealth and asset management services to high-net-worth individuals and institutional clients, employing a multi-asset, actively managed investment approach that integrates quantitative models and fundamental research. The firm manages affiliated pooled vehicles and serves as a sub-adviser to mutual funds, with offerings that include sustainable and impact investing strategies.

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 with one year of industry experience. He holds Series 65 and Series 66 credentials. His prior roles include positions at Northwestern Mutual Investment Services, Keller Williams, Rocket Mortgage, Global Equity Finance, and Freedom Mortgage. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 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 uses a range of investment products including mutual funds, ETFs, annuities, options, and alternative investments.

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.