Luke Hayes is a financial advisor at Team Hewins, LLC with 30 years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at State Street Global Advisors Trust Company, Fidelity Brokerage Services LLC, and Charles Schwab. 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 employs asset-allocation principles based on Modern Portfolio Theory and manages assets through both discretionary and non-discretionary approaches.

Aaron Phillips is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Infinity Financial Services since 2016 and has also engaged in tax preparation through an affiliation with a tax services provider since 2015. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients through 35 advisors. 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 includes charting, fundamental and quantitative analysis, and the use of complex investment products such as options.

Hailun Zheng is a financial advisor at Jordan Park Group LLC with the ChFC® designation and two years of industry experience. Prior to joining Jordan Park Group in 2025, Zheng held positions at Savvy Wealth Inc, Fidelity Investments, J.P. Morgan Securities, and New York Life Insurance, among others. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals and families, as well as institutional clients such as charitable organizations and foundations. The firm employs a CIO-led investment team and committee approval process to implement customized investment policies across various account types and pooled investment vehicles.

Brenda Simson is a financial advisor at Founders Financial Securities LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Transamerica Financial Advisors, Inc. and Visa Inc. She also works as an independent contractor writing and selling Medicare insurance policies. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients. The firm supports a broad network of advisors managing approximately $4.1 billion in client assets and offers multiple advisory platforms including managed portfolios, financial planning, and 1031 exchange consulting.

Ryan Morris is a financial advisor at Freestone Capital Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Freestone Capital Management is a wealth management firm managing approximately $14.5 billion for about 2,900 clients through a team of 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and wealth management services, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Mikhail Saliba is a CFP® professional at Bailard, Inc. in Foster City, CA, with two years of industry experience. His work history includes multiple roles at Bailard and academic positions at the University of Colorado Boulder and Texas Christian University. Bailard provides wealth and asset management services to individual and institutional clients, employing a multi-asset, active investment approach that integrates quantitative models, fundamental research, and qualitative judgment.

Harriet Dower is a financial advisor at Citizens Private Wealth with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and First Republic Investment Management. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term asset allocation within an open-architecture framework, offering discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Alec Winterhalter is a financial advisor at Jordan Park Group LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for two years. Jordan Park Group serves primarily high-net-worth individuals, families, related entities, and philanthropic organizations, managing multi-million dollar portfolios through discretionary portfolio management, sub-advisor oversight, and family office services. The firm employs a customized investment approach that includes alternative strategies and integrates ESG considerations when requested.

Daniel Rozansky is a financial advisor at Robertson Stephens with 23 years of industry experience. He holds a Series 66 designation and has worked at various Robertson Stephens entities since 2014. Outside of his advisory role, he serves on the endowment investment committee of the Peninsula JCC, a community pool and fitness center. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing $8.76 billion in assets as of December 31, 2025. The firm offers customized asset allocation and portfolio management using various investment vehicles, including equities, fixed income, mutual funds, ETFs, options, and private funds, with oversight from its Investment Office and Committee.

Philip Hart is a financial advisor at Perigon Wealth Management, LLC in San Francisco, CA, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Perigon since 2004. 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 clients’ objectives and risk tolerance, regularly monitors accounts, and may delegate investment management to independent managers while retaining oversight.

Stephen Sparolini is a financial advisor at Perigon Wealth Management, LLC with 17 years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for 18 years. 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 delegating day-to-day investment management to independent managers while maintaining oversight and conducting regular reviews.

Christopher Barlow is a financial advisor at Sepio Capital, LP with 28 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Lombard Street Partners, LLC for 12 years before joining Sepio Capital in 2018. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, providing discretionary portfolio management, financial planning, and advisory services. The firm employs a combination of proprietary strategies and allocations to independent managers, focusing on fundamental analysis with a generally long-term investment approach.

David Hale is a CFP® professional with 24 years of industry experience, currently serving as a Wealth Advisor at Perigon Wealth Management, LLC and as a registered representative with Purshe Kaplan Sterling Investments. His prior experience includes six years at Avondale Partners, LLC. Outside of his advisory role, he serves as a director for Battle Creek Meadows Ranch, Inc., which focuses on timber and range management. 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 regular reviews.

Robert Hammack is a financial advisor with Summitry, LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Charles Schwab and EquityBee Inc. before joining Summitry. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies, offering discretionary portfolio management, financial planning, model equity strategies, and third-party manager selection. The firm employs a research-driven, bottom-up investment approach and manages a registered mutual fund, combining core internally managed strategies with alternative approaches and independent managers.

Lori Russell is a CFP® and holds a Series 66 designation, with five years of industry experience. She is currently with Summitry, LLC and previously worked at Vantage Wealth and D.A. DAVIDSON & Co. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other advisers. The firm employs a research-driven, bottom-up investment approach combining internally managed Core strategies with alternative and independent manager sleeves, and it offers unique features such as managing its mutual fund like an advisory client and providing estate-planning referral arrangements.

Lee Levy is a financial advisor with Savvy, holding Series 65 and Series 63 licenses and 21 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Wells Fargo Clearing, and Morgan Stanley Private Bank. Savvy serves individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations with customized investment and financial planning services. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware strategies, integrating third-party sub-advisers and fintech tools.

Derek France is a Series 65-licensed advisor at Team Hewins, LLC with nine years of industry experience. He has been with Team Hewins since 2018 and previously worked at Hewins Financial Advisors, LLC from 2015 to 2018. Team Hewins serves individuals, families, trusts, estates, business entities, charitable organizations, and retirement plans by offering investment advisory, financial planning, and retirement plan consulting services. The firm employs an asset-allocation approach based on Modern Portfolio Theory and manages assets through both discretionary and non-discretionary arrangements, including specialized services for state and municipal benefit plans.

Haroon Sattari is a financial advisor with RBC Securities, Inc., holding a Series 66 credential and 12 years of industry experience. He has worked at RBC Securities since 2019, following six years at Citigroup Global Markets and CitiBank, N.A. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm utilizes an affiliated sub-advisor to manage portfolios with mutual funds, ETFs, SMAs, and individual securities, and is integrated within a broader financial services group affiliated with a bank parent and related entities.

Jeffrey Hodges is a financial advisor at Encompass More Asset Management LLC with five years of industry experience. He holds a Series 66 credential and has worked at JPMorgan Chase Bank, First Republic Securities, and previously in the airline industry with Alaska Airlines and Virgin America. Outside of finance, he is the owner of Linescapes, a fine art business focused on selling paintings and modeling. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with specialized retirement account management.

Kenneth Vander Kooi is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Summitry, LLC since 2024 and previously spent 11 years at Scharf Investments LLC. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies. The firm uses a research-driven, bottom-up investment approach that combines internally managed core strategies with independent managers and alternative approaches, including a tax-smart long/short strategy.