Stephen Shipp Jr. is a financial advisor at Geneos Wealth Management, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Geneos Wealth Management since 2017. Prior to that, he worked at Parsons Financial Advisors and operated consulting services under his own name. He also receives book royalties for works authored by his late father. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and third-party money manager referrals, using a range of investment strategies and account structures, managing over $5.5 billion in client assets as of the end of 2024.

Matthew Kennedy is a financial advisor with Parallel Advisors, LLC in San Francisco, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has been with Parallel Advisors since 2014. 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 varied investment approach, including allocations across fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Jeremiah Wager Smith is a financial advisor at Bailard, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Bailard since 2022, following two years at Modern Asset Management. Bailard provides wealth and asset management services to individual and institutional clients, employing an active, multi-asset diversification approach that combines quantitative models, fundamental research, and qualitative judgment. The firm serves a range of clients including high-net-worth individuals, endowments, and pension plans, and is known for managing affiliated pooled vehicles and acting as a sub-adviser to mutual funds.

Carolyn Barnette is a CFP® and CFA® with 12 years of industry experience. She currently works at Freestone Capital Management, LLC and previously spent 13 years at BlackRock. Outside of her advisory work, she serves as co-treasurer for the African Library Project and treasurer for the Los Perales PTA, contributing to both nonprofit governance and local school initiatives. Freestone Capital Management is a wealth management firm overseeing approximately $14.5 billion for about 2,900 clients through a team of 61 advisors. The firm offers discretionary and non-discretionary portfolio management alongside financial planning services, employing a blend of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

When I faced a life-changing challenge that required me to step back from work, I learned the importance of financial peace firsthand. Because my finances were organized, I could focus on healing without worrying about affording treatment or how long I could go without income. That mental clarity was as important as any medical care I received. Now, I bring both the technical expertise as a CPA/PFS and CFP® professional, and the real-world understanding of how financial stability creates freedom when life takes unexpected turns. Because it inevitably will, whether that’s wanting to pursue a career change, evolving family responsibilities, or going after new opportunities without financial stress. As your financial planner, my goal is to help you build an emotional and practical sense of security around money. The numbers and strategies matter, but they're really about creating space for you to live fully, knowing that whatever comes your way, you'll have the financial foundation to handle it with grace. I'm honored to partner with you in creating your WealthPeace.

Alex Katz is a financial advisor with Summitry, LLC, holding a Series 65 designation and 13 years of industry experience. He previously worked at Opes Advisors from 2012 to 2018 before joining Golub Group, where he worked for eight years. Summitry serves individuals and high-net-worth clients, as well as trusts, pension and profit-sharing plans, investment companies, and other investment advisers. The firm employs a research-driven, bottom-up investment process combining internally managed core strategies with independent managers and alternative approaches, including a tax-smart 130/30 long/short strategy.

Dev Gupta is a CFP® credentialed financial advisor with 18 years of industry experience. He is currently with Perigon Wealth Management, LLC and Fair Capital, Inc., where he serves as Chief Executive Officer of the fintech firm. Prior to these roles, he spent 10 years at Merrill Lynch, Pierce, Fenner & Smith, Inc. Gupta is also a licensed insurance agent involved in insurance sales. 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 constructs portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting formal annual reviews.

Shannon Stone is a CFP® with 18 years of experience in the financial services industry. She is currently with Parallel Advisors, LLC and has previously worked at Griffin Black, Inc., DHR Investment Counsel Ltd, Ameriprise, Citigroup Global Markets, and Alamo Capital. Parallel Advisors serves individuals—including high-net-worth clients—as well as business entities, retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a diverse investment approach that includes fundamental, technical, and cyclical analysis across various asset classes.

Gregory Bentley is a financial advisor at Prosperity Wealth Management, Inc. in San Ramon, CA, with 41 years of industry experience. He holds a Series 63 designation and has been with Prosperity Wealth Management since 2015. Bentley is also the CEO and a 25% owner of Fortune Financial Services, Inc., where he divides his time evenly alongside his role at Prosperity. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, pensions consulting, and referrals to third-party money managers. The firm manages approximately $442 million for about 1,600 clients and emphasizes tailored portfolio supervision through multiple analysis methods and ongoing oversight of recommended third-party managers.

Frederick Molfino Jr. is a financial advisor with Parallel Advisors, LLC in San Francisco, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Sanctuary Securities, LLC and Three Bridge Wealth Advisors, LLC. 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’s investment management approach includes allocations across fixed income, mutual funds, ETFs, and independent managers, employing fundamental, technical, and cyclical analysis, along with strategies such as covered-call options.

Francois Marcoux is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Bailard, Inc. in Foster City, CA since 2016. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, using a multi-asset approach that combines quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base, including high-net-worth individuals, endowments, foundations, pension plans, and sovereign wealth funds.

Sonia Khaki is a CFA® charterholder at BakerAvenue with two years of industry experience. Prior to joining BakerAvenue in 2024, she worked at Redhill Hill School for six years. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, offering portfolio management across multiple strategies as well as financial planning, family office services, and estate and philanthropy planning. The firm employs a combined fundamental, quantitative, and technical investment approach and includes tactical asset allocation and various named strategies in its process.

Alina Bocu is a financial advisor at Jordan Park Group LLC with ChFC® and Series 66 credentials and two years of industry experience. She previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, First Republic Bank, UBS, Nordea Bank, and Loeb, Block & Partners LLP. Jordan Park Group LLC serves primarily high-net-worth individuals, families, trusts, estates, and philanthropic organizations, managing multi-million dollar portfolios through discretionary portfolio management, sub-advisor oversight, and family office services. The firm applies customized investment guidelines, includes ESG considerations when requested, and employs alternative strategies alongside tax-aware and opportunistic rebalancing.

Rafael Scroggins is a financial advisor with RBC Securities, Inc. based in San Francisco, CA. He holds a Series 66 designation and has 18 years of industry experience. His prior work history includes roles at City National Bank, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm is affiliated with a bank parent and offers integrated financial services including financial planning, portfolio management, and access to various investment vehicles through its advisory programs.

Rohit Mansukhani is a financial advisor at Summitry, LLC with CFA® and Series 63 designations. He has experience at several firms, including Aspiriant, LLC and ICONIQ Capital, before joining Summitry in 2026. Mansukhani has worked in the industry since 2016. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and occasionally investment companies and other advisers. The firm employs a research-driven, bottom-up investment approach combining internally managed strategies with independent managers and alternative methods, including a tax-smart 130/30 long/short strategy.

Tyler Patterson is a CFP®-certified financial advisor with nine years of industry experience, currently with Summitry, LLC. His prior experience includes roles at T. Rowe Price and Empower. 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 utilizes a research-driven, bottom-up investment process and manages both internally developed Core strategies and alternative approaches through independent managers.

Patrice Hornung is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Team Hewins, LLC. She has been with Team Hewins and its predecessor entities since 2015. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment process is guided by an Investment Committee that builds model portfolios based on Modern Portfolio Theory and offers specialized retirement plan services.

Jessica Pincus is a financial advisor at Earned Wealth Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments and Thomas Doll. Outside of her advisory role, she is an angel investor in Gaingels LLC, a diversity and inclusion-oriented venture capital fund. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm provides comprehensive financial planning, discretionary wealth management, and retirement plan consulting, primarily implementing portfolios through independent managers and model portfolios while integrating a network of affiliated businesses.

Peter Mcneil is a financial advisor at Concorde Asset Management, LLC with 25 years of industry experience. He holds the Series 66 designation and has been with Concorde since 2018, following a decade at Independent Financial Group. In addition to his advisory role, he operates an insurance agency under the name McNeil & Associates and owns a tax preparation and planning business. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, financial planning, and access to third-party asset managers. The firm uses model portfolios and strategic asset allocation tailored to client objectives and risk tolerances, providing discretionary trading and ERISA retirement-plan advisory services.

Gregory Gilbert is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding a Series 66 designation and 27 years of industry experience. He has worked with various entities within the Infinity Financial Services group since 2006. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a range of analytical methods and investment strategies, integrating advisory, broker-dealer, and insurance activities.