Aneta Palica is a Series 66-licensed financial advisor with one year of industry experience, currently with Infinity Financial Services Advisory. Prior to joining the firm, she held roles at Unilever, Akzonobel, BNP Paribas, and State Street. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients through a team of 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 various analytic techniques and both long- and short-term trading strategies.

Teresa Greenip is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience, currently advising at Aspiriant, LLC in San Francisco. She has been with Aspiriant since 2019 and previously worked at Mosaic Financial Partners and iStar. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, and family office services. The firm offers customized investment programs and expanded family office capabilities, including accounting, banking support, and specialized consulting beyond typical advisory offerings.

Angela Hager is a CFP®, CFA®, and Series 65 licensed advisor with 18 years of industry experience. She has been with Destination Wealth Management since 2010. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and various institutional entities. The firm employs a core-and-tactical allocation approach supported by thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Kathleen Kovar is a financial advisor at Avantax Planning Partners, Inc. with 23 years of industry experience. She holds the PFS™ and Series 66 designations and has worked with several Avantax entities as well as Cetera Wealth Services. In addition to her advisory role, she owns a small vineyard where she produces wine for family, friends, and occasional sale. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisor representatives. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, managing roughly $7.57 billion in assets across about 7,500 clients.

Alison Diessner is a financial advisor at NorthRock Partners, LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise, Ashfield Capital Partners, and Hall Capital Partners. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach with broad asset allocation and diversification, managing accounts on both discretionary and non-discretionary bases.

Alyssa Morris is a financial advisor at Freestone Capital Management, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Parallel Advisors, LLC for seven years before joining Freestone in 2022. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in regulatory assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, financial planning, and serves as investment manager to a family of private pooled investment vehicles, employing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments.

Dale Schroeder is a financial advisor with NewEdge Wealth in San Francisco, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining NewEdge Wealth and NewEdge Securities in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2011 to 2023. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers a range of advisory services, including wealth strategy, financial planning, and portfolio management, with a focus on asset allocation and investor behavior across various investment approaches.

Jason Beccaris is a financial advisor with Parallel Advisors, LLC in San Francisco, holding a Series 65 designation and 18 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-faceted investment approach that includes fundamental, technical, and cyclical analysis, using a range of asset types and technologies for portfolio management and tax-efficient rebalancing.

Brent Herrera is a CFP®-certified financial advisor with Mutual of Omaha Investor Services, Inc., bringing seven years of industry experience. Prior to joining Mutual of Omaha, he worked at Fremont Bank and was involved in the food service industry with Jj's Pie Co. He serves as a director of the Dublin Chamber of Commerce and is an insurance agent specializing in health, life, dental, vision, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer, delivering managed solutions that include MOIS-approved model portfolios and third-party money manager options.

Jodi Angelo is a financial advisor at Trillium Asset Management in San Francisco, CA, with seven years of industry experience. She has been with Trillium Asset Management since 2014. Trillium Asset Management provides discretionary portfolio management to individuals, trusts, pension plans, charitable institutions, endowments, and other institutional clients. The firm combines bottom-up fundamental analysis with integrated ESG research and active ownership, offering equity, fixed-income, and balanced strategies while serving as sub-adviser to registered and non-U.S. investment companies.

Albert Flores is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Sound Income Strategies since 2018 and concurrently at Fortress Financial Group since 2014. Outside of advisory roles, Flores is involved with Tier One Management Group, which offers fixed insurance products. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm focuses on customized portfolio management with an emphasis on fixed-income analysis and equity review, employing a scalable advisor network model supported by affiliated business lines and specialized services.

Stephanie Cooper is a Certified Financial Planner (CFP®) with 11 years of industry experience. She has been with Parallel Advisors, LLC since 2013. 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 uses a variety of investment strategies including fundamental, technical, and cyclical analysis across multiple asset classes, and incorporates technology platforms for tax-efficient portfolio management.

Frederick Linkner is a CFA® charterholder with seven years of industry experience. He has worked at Parallel Advisors, LLC since 2018 and previously spent sixteen years with Rosenblum Siverman Sutton SF Inc. in San Francisco, CA. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and cyclical analysis across multiple asset classes and utilizes technology platforms for portfolio management and tax-efficient rebalancing.

Nicholas Mc Innis is a CFA® charterholder with nine years of industry experience. He has been with BakerAvenue since 2016 and holds a Series 65 license. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth, and institutional clients, typically on a discretionary basis. The firm offers multiple investment strategies combining tactical allocation, quantitative analysis, and fundamental research, and provides services including tax and estate planning, philanthropy, and trustee oversight for clients with over $3 million in investable assets.

Stephen Biggs is a CFP® and CFA® professional with 16 years of industry experience. He has worked at The Mather Group, LLC since 2022 and previously spent ten years at Hc Financial Advisors, Inc. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities with integrated financial planning, investment management, tax, and estate planning services. The firm uses an evidence-based investment approach, incorporating risk-based allocation models and tax-synchronized portfolio construction, along with customizable options such as direct indexing and ESG factor portfolios.

Hannah Kim is a financial advisor at BakerAvenue with Series 65 and Series 63 credentials and 14 years of industry experience. She has worked at BakerAvenue since 2012, with a two-year period at Sand Hill Global Advisors LLC from 2021 to 2023. BakerAvenue provides wealth management, financial planning, and family office services primarily to individuals, high-net-worth clients, and institutional clients. The firm employs multiple investment strategies that combine tactical allocation, quantitative analysis, and fundamental research, and offers a broad range of services including tax and estate planning, philanthropy, and concentrated stock management.

Robert Falconer is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Jordan Park Group LLC. His prior experience includes roles at EP Wealth Advisors LLC, Bessemer Trust, Bessemer Investor Services, Inc., and Fisher Investments. Jordan Park Group serves primarily high-net-worth individuals, families, related entities, and philanthropic organizations, offering discretionary portfolio management, sub-advisor oversight, and family office services. The firm employs customized investment guidelines and combines separate accounts, direct investments, and pooled vehicles, integrating ESG considerations and alternative strategies as needed.

Shamitoj Sandhu is a financial advisor at Earned Wealth Advisors, LLC with no prior industry experience. He has worked as a senior tax accountant at Chahal & Associates LLC since 2014, dedicating a significant portion of his time to this role. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing a diversified, buy-and-hold investment approach supported by third-party consultants and an internal committee.

Doug Couden is a CFA® charterholder and holds a Series 63 license with 14 years of experience in the financial industry. He has worked at BakerAvenue since 2012 and was previously with Veridi Capital, LLC from 2019 to 2021. He is based in San Francisco, CA. BakerAvenue offers investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, focusing on discretionary portfolio management and comprehensive financial planning. The firm employs a blend of fundamental, quantitative, and technical analysis with tactical asset allocation across multiple named strategies and includes services such as estate planning, philanthropy, tax preparation, and concentrated stock management.

Michael Graziano is a CFP® with 22 years of industry experience, currently serving at LNW. He previously worked at Wetherby Asset Management for over two decades before joining LNW. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm combines investment management, wealth planning, and coordination with outside professionals to address complex, multi-entity financial needs through customized investment policies and a strategic asset-allocation framework.