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.

Guy Benstead is a financial advisor at KCM Investment Advisors with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Shelton Capital Management, IMST Distributors, and Cedar Ridge Partners. He is also the managing member of Cedar Ridge GP, LLC, a private investment partnership. KCM Investment Advisors serves a diverse client base, including high-net-worth individuals, retirees, and institutional clients such as corporate pensions and endowments. The firm offers discretionary portfolio management and integrated financial planning, using customized allocations with fundamental, quantitative, and macro/cyclical analysis to align investments with client risk profiles.

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 LNW since 2024. His prior roles include 18 years at WETHERBY ASSET MANAGEMENT and five years at Boulder Wave Capital Management LLC. He holds Series 63 and Series 65 licenses. LNW serves families and high-net-worth individuals with comprehensive wealth planning and investment management for trusts, estates, foundations, and endowments. The firm employs a disciplined strategic asset allocation with global diversification and a core-satellite approach, integrating third-party managers, tax-aware portfolio placement, alternative investments, and impact-investing options.

Todd Wellnitz is a financial advisor at Legacy Wealth Management, LLC with 2 years of industry experience. He has been involved with Wellguard Insurance Solutions, INC. since 2010. Legacy Wealth Management serves individual clients across wealth levels, charitable organizations, and business entities by providing portfolio management, financial planning, consulting, and related services including annuity and insurance solutions through affiliated partners. The firm uses a range of investment strategies, including in-house models and alternative investments, and offers customized portfolios based on clients’ goals and risk tolerances.

Ian Stern is a financial advisor at Citizens Private Wealth with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise, Comerica Bank, Comerica Securities, and Wells Fargo Investments. Stern is also a licensed real estate broker and owns Golden Bay Brokers, a real estate business. Citizens Private Wealth serves high-net-worth individuals, families, and institutions by providing discretionary and non-discretionary investment management, ERISA plan advisory, and estate and tax structuring services. The firm follows a long-term asset allocation approach within an open-architecture platform and benefits from its affiliation with Citizens Bank, offering additional banking and lending products.

Daniel Cassell is a CFA® charterholder with 16 years of industry experience. He has been with BakerAvenue Asset Management since 2015, including its predecessor entities, and previously worked at B|O|S for six years. He holds a Series 65 license and is based in San Francisco, CA. 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 comprehensive financial planning services, employing a range of quantitative, fundamental, and tactical strategies while emphasizing regular client communications.

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 credentials. Prior to joining 1919, he worked at Washington Crossing Advisors LLC, Ziegler Capital Management, LLC, Stifel Nicolaus & Co Inc, and Thomas Weisel Partners LLC. 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, foundations, and pension plans. The firm constructs customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and periodic account reviews.

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.

Michelle Durgy is a financial advisor with KCM Investment Advisors, holding Series 63, 65, and 66 licenses and having 11 years of industry experience. She has worked at KCM since 2017 and previously has experience at City/County San Francisco and Fieldman, Rolapp Financial Services, LLC. KCM Investment Advisors serves individual and institutional clients, including high-net-worth individuals, retirees, corporate pensions, foundations, and endowments, providing discretionary portfolio management and integrated financial planning. The firm manages approximately $6 billion in discretionary assets for about 1,500 clients, using a combination of fundamental, quantitative, and macro/cyclical analysis to guide customized equity, ETF, and bond allocations.

Samia Adlesh is a CFP® professional at Laird Norton Wetherby Wealth Management with three years of industry experience. Her background includes roles at PwC and Wetherby Asset Management before joining LNW. LNW serves families and high-net-worth individuals, providing comprehensive wealth planning and investment management for trusts, estates, foundations, and endowments. The firm employs disciplined, globally diversified strategic asset allocations with a core-satellite approach, integrating alternative investments and impact-investing options where appropriate.

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, N.A. Caleb is based in San Francisco, CA. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a platform model that includes both discretionary and non-discretionary portfolio management, utilizing a range of investment strategies and access to third-party managers through its Amplify Platform.

Christopher Broderick is a financial advisor at Perigon Wealth Management, LLC in San Francisco, CA, holding a Series 65 designation with 10 years of industry experience. He previously worked for 12 years at Parallel Advisors, LLC before joining Perigon in 2026. 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 and serves a diverse client base, distinguishing itself through its servicing of banking and thrift institutions and its role as sponsor and overseer of wrap and sub-advisor arrangements.

Ann Lucchesi is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with SVB Wealth LLC and holds Series 66 and Series 63 licenses. Her prior experience includes roles at First Citizens Investor Services, Parallel Advisors, and RBC Capital Markets. Outside of her advisory work, she is a partner at Corporate Equity Services, LLC, providing consulting and administrative support. SVB Wealth LLC serves individual, trust, estate, retirement plan, charitable, corporate, and pension clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers and is a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Company.

Stephanie Wei is a financial advisor with Ashton Thomas Private Wealth and holds Series 63 and Series 65 credentials. She has 23 years of industry experience, including prior roles at Bank of America, Merrill Lynch, and Wells Fargo Securities. Ashton Thomas Private Wealth serves individual and institutional clients, providing discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting. The firm employs a diverse investment approach, including mutual funds, ETFs, independent managers, and alternative strategies, and operates the Amplify Platform for program management and model design.