Matthew Sharp is a CFP® professional at Aspiriant, LLC with five years of industry experience. He has worked exclusively with Aspiriant since 2017, with a brief period of unemployment from 2015 to 2017. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients by providing discretionary and non-discretionary investment management alongside comprehensive wealth planning and family office services. The firm employs a customized investment approach incorporating asset allocation guided by internal research and offers an extended suite of financial services including accounting, banking support, tax and estate planning, and specialized consulting.

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.

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 designation and previously worked at Baldwin Wealth Partners, LLC for 18 years. Outside of his advisory role, he serves on the investment committee of Neighborhood House, a nonprofit organization, and sits on the board of directors for Sage Minerals Inc., a family-held company in the process of winding down. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that combine passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Kevin Bartel is a financial advisor with The Strategic Financial Alliance, Inc. in Larkspur, CA, holding a Series 66 designation and 14 years of industry experience. He has worked with the firm since 2014 and is also the owner and sole proprietor of Larkspur Financial Advisors, Inc., a financial planning and asset management DBA. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting through both in-house management and third-party manager platforms. The firm serves a diverse client base including high-net-worth individuals and operates multiple portfolio programs with a focus on non-discretionary asset management.

Sue Cheung is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently with Brighton Jones LLC, where she has worked since 2023. Her prior experience includes roles at Morgan Stanley, Lighthaven Capital Management, Charles Schwab Bank, and other financial firms. Brighton Jones LLC provides wealth management services to high-net-worth individuals, charitable organizations, and retirement plans, using a Personal CFO model and offering family office services. The firm’s investment approach includes a range of strategies such as mutual funds, ETFs, private funds, and discretionary management through its subsidiary Lenora Capital.

Erik Gholtoghian is a financial advisor at BakerAvenue with a Series 65 designation and three years of industry experience. His work history includes roles at Green Pebble Financial, Moskowitz LLP, Pruco Securities, LLC, Liberty Tax Service, and IHSS. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, employing a multi-strategy investment approach that includes portfolio management, financial planning, family office services, and estate and philanthropy planning.

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.

Jason Seale is a financial advisor at Seacrest Wealth Management, LLC with 36 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Seacrest Wealth Management in 2021, he worked at American Wealth Management, Inc. for nearly two decades. Seacrest Wealth Management is a multi-advisor SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a long-term investment approach using fundamental and technical analysis across a range of investment vehicles and offers services including wealth management, financial planning, and retirement plan advisory.

Thomas Lifson is a financial advisor at SVB Wealth with 20 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 unofficial advisor on balance sheet and cash management for MedKal Health Ltd., a biotechnology startup based in Scotland. SVB Wealth serves a diverse client base including individuals, trusts, foundations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using a range of investment strategies and maintains a formal due-diligence process for manager selection.

Ashley Legg is a financial advisor with Jordan Park Group LLC in San Francisco, holding a Series 66 designation and seven 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, managing multi-million dollar portfolios through discretionary portfolio management and tailored family office services. The firm employs customized investment guidelines and integrates ESG considerations when requested, using a range of investment vehicles alongside strategic asset allocation and committee oversight.

Tanis Kelly is a financial advisor at Cooper McManus with three years of industry experience. Prior to joining Cooper McManus, Kelly worked at Securities America Advisors, Inc. and has been associated with Greystone Advisory Group and TK Settlement Consulting. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses, managing approximately $2.56 billion in discretionary assets. The firm tailors investment strategies based on fundamental analysis and client objectives, utilizing a range of approaches including options and cryptocurrency products.

Gabriel Garcia is a financial advisor at Compound Planning, Inc. with 17 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and First Republic Investment Management. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting. The firm’s investment approach involves customized, risk-based model allocations using a combination of fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

David Liberio is a financial advisor at Infinity Financial Services Advisory in Oakland, CA, holding Series 65 and Series 66 licenses. He has experience working with several firms including Northwestern Mutual and Keller Williams. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 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 complex products.

Rachel Elson is a CFP® with six years of experience at Perigon Wealth Management, LLC. Prior to joining Perigon, she worked at Meredith (formerly Time Inc.) from 2015 to 2018. She serves as a board member and treasurer for So Percussion, a music organization focused on creating and presenting works and educational initiatives to students. 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, often delegating day-to-day investment management to independent managers while maintaining oversight and conducting formal annual reviews.

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.

Steven Wight is a ChFC® credentialed financial advisor with 13 years of industry experience. He is affiliated with M Holdings Securities, Inc. and has worked with TCS Insurance Agency since 2013. Outside of his advisory work, he owns Grain Goods, a business specializing in handmade custom leather and wood products. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual clients, corporate and business clients, retirement plans, and other entities through a nationwide network of Investment Advisor Representatives and independently operated Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, sub-advisory services, and insurance-contract advisory services.

Maximilian Ortiz is a financial advisor with SVB Wealth LLC in San Francisco, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill, Hall Capital Partners LLC, and First Citizens Bank. Ortiz also serves as a Relationship Manager at SVB Wealth LLC, providing wealth management advice to clients. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs investment adviser representatives who develop customized investment policy statements and oversee account management, utilizing affiliated and unaffiliated third-party managers monitored through a documented due diligence process.