Heather Katzenstein is a financial advisor at Parallel Advisors, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Arden Trust/Kestra Financial, City National Bank, and Union Bank. 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 diversified investment approach using fixed income, mutual funds, ETFs, independent managers, and option strategies, and integrates technology platforms for tax-efficient portfolio management.

Gregory Schick is a CFP® certificant with 20 years of experience in the financial industry. He has been with Aspiriant, LLC since 2008. Based in San Francisco, he holds Series 63 and Series 65 licenses. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with comprehensive wealth planning and family office services. The firm offers customized investment programs utilizing various asset allocation strategies and a wide range of implementation options, including third-party managers and private investments.

Eric Linser is a CFA® charterholder with over 21 years of experience in the financial industry. He has been with Perigon Wealth Management, LLC since 2021 and previously worked at BDO Wealth Advisors, LLC and Naples Asset Management Co., LLC. Linser holds the Series 66 license and is based in San Francisco, CA. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking institutions. The firm emphasizes individualized portfolio construction and serves as both sponsor and overseer of wrap and sub-advisor programs, distinguishing itself through its focus on banking and thrift institution clients.

Lawrence Zartarian is a financial advisor with 19 years of industry experience, currently with 1919 Investment Counsel, LLC where he has worked for eight years. He previously spent six years at Rand & Associates. He holds Series 65 and Series 66 licenses. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individuals and institutions, including high-net-worth clients, endowments, foundations, pension plans, and government-related entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and model portfolios, and maintains operational affiliations through its parent company, Stifel Financial Corp.

Alexander Gangl is a CFP® and CFA® with 13 years of experience in financial advising. He is currently with Empirical Wealth Management and has previously worked at firms including Mercer Global Advisors, Equius Partners, and Private Ocean LLC. Empirical Wealth Management serves a diverse client base including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach across multiple asset classes and offers a range of services including discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting.

Tierney Johnson is a CFP® at Jordan Park Group LLC with three years of industry experience. Prior to joining Jordan Park in 2020, Johnson worked at Bessemer Trust and Tolleson Wealth Management. Jordan Park Group serves primarily high-net-worth individuals, families, related entities, and philanthropic organizations, managing multi-million dollar portfolios with discretionary portfolio management, sub-advisor oversight, and tailored family office services. The firm employs customized investment guidelines and integrates ESG considerations, alternative strategies, and tax-aware rebalancing as part of its investment approach.

Gray Jaggers is a financial advisor at Parallel Advisors, LLC with 11 years of industry experience. He has held positions at Parallel Advisors since 2019 and previously worked at Fidelity Investments from 2013 to 2019. He holds Series 63 and Series 66 designations. 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 multi-faceted investment approach that includes fixed income, mutual funds, ETFs, and independent managers, and incorporates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Eric Jardine is a CFA® charterholder and holds a Series 65 license with 20 years of industry experience. He has been with Perigon Wealth Management, LLC since 2018, following a two-year tenure at Millie Capital Management LLC. Jardine is based in San Francisco, CA. Perigon Wealth Management provides customized investment advisory and wealth management services for individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction, ongoing monitoring, and formal annual reviews, with a notable focus on servicing banking and thrift institutions and managing wrap-fee programs and sub-advisor relationships.

Kevin Debastos is a CFP®-designated financial advisor with eight years of industry experience. He has worked at Jordan Park Group LLC since 2019 and was previously employed by Fidelity Investments from 2015 to 2019. Based in San Francisco, CA, he holds the Series 66 license. Jordan Park Group LLC primarily serves high-net-worth individuals, families, trusts, estates, and philanthropic organizations, advising clients with multi-million dollar portfolios. The firm offers discretionary portfolio management, family office services, and integrates ESG considerations and alternative strategies within a structured investment process.

Erika Navarrete is a CFP® with eight years of industry experience, currently serving as a financial advisor at NorthRock Partners, LLC since 2023. Prior to this, she worked at Ameriprise Financial Services for six years and Wilsey Ham for one year. NorthRock Partners is a wealth management firm that serves individuals, trusts, estates, retirement plans, private funds, and business entities. The firm offers financial planning, portfolio management through a wrap-fee advisory program, and various personal office services, employing a tailored investment approach that includes broad asset allocation, diversification, and use of both public and private market strategies.

Kelly Gwynn is a CFP® professional at Moss Adams Wealth Advisors LLC in Seattle, WA, with six years of industry experience. Prior to returning to Moss Adams in 2020, Gwynn worked at Sirsidynix from 2015 to 2019. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets through a team of advisors.

Jeffrey Abadie is a CFP® with 16 years of industry experience, currently with Sand Hill Global Advisors, LLC. He has been with Sand Hill Advisors since 2005. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, and business entities. The firm employs a globally oriented, open-architecture investment approach that combines top-down macro analysis with bottom-up research, managing approximately $3.88 billion in client assets.

Cara Barr is a financial advisor at Parallel Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Beacon Pointe Advisors, Brighton Jones, Newday Financial Technologies, and Oppenheimer. Cara is based in San Francisco, CA. Parallel Advisors serves individuals, including high-net-worth clients, as well as business entities, retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies that include fixed income, mutual funds, ETFs, independent managers, and options transactions.

Robert Higgins Jr. is a financial advisor at Parallel Advisors, LLC with 35 years of industry experience. He has held his current role at Parallel Advisors since 2009. Higgins holds the Series 63 designation and is based in San Francisco, CA. Parallel Advisors serves individuals, including high-net-worth clients, as well as business entities, retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a diversified investment approach that includes fundamental, technical, and cyclical analysis across various asset classes.

Dwayne Shirakura is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Infinity Financial Services since 2011 and with its advisory affiliate since 2020. Outside of advising, he is also licensed as an insurance broker. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management, financial planning, pension consulting, and sponsors a wrap-fee program, employing a range of investment strategies informed by fundamental, quantitative, and technical analysis.

Roscoe Harris III is an advisor at Infinity Financial Services Advisory with Series 65 and Series 63 licenses and one year of industry experience. He previously worked at NYLIFE Securities LLC and New York Life and has experience with firms including Charles Schwab and freelance work. Infinity Financial Services Advisory is a multi-advisor firm serving individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting. The firm employs a multi-method investment approach incorporating both long- and short-term trading styles and uses a range of investment products including mutual funds, ETFs, options, and complex alternatives.

Brett Gookin is a financial advisor at Aspiriant, LLC in San Francisco, holding the CFP® designation and Series 66 license with 18 years of industry experience. He has been with Aspiriant since 2008. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with comprehensive wealth planning and family office services. The firm offers customized investment programs using a range of implementation options and is notable for its expanded family office capabilities and management of public mutual funds investing in private assets.

Sarah George is a CFP® professional with one year of industry experience, currently with Perigon Wealth Management, LLC. Prior to joining Perigon, she held roles at Chipotle Mexican Grill, Inc. and The Boys and Girls Clubs of Greater Scottsdale. She also has academic experience from The University of Arizona. 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, with oversight by its investment and compliance leadership and the ability to delegate day-to-day management to independent managers or turnkey asset management programs.

Ashley Daggs is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2024. Her prior roles include positions at SVB Wealth, Boston Private Wealth LLC, Merrill, and Wells Fargo Private Bank. 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 diversified investment approach across fixed income, mutual funds, ETFs, and independent managers, incorporating fundamental, technical, and cyclical analysis, as well as specialized strategies such as options transactions and tax-efficient rebalancing.

Jason Russell is a Series 66-licensed financial advisor with six years of industry experience. He currently works at Kingswood Wealth Advisors, LLC and Kingswood Capital Partner since 2025. His prior experience includes roles at Fremont Bank, LPL Financial, and Edward Jones. Outside of his advisory work, he has provided occasional non-investment related consulting for Real Time Cloud Solutions and AceFone. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with third-party manager oversight.