Erwan Collobert is a financial advisor with Transatlantique Private Wealth LLC, holding a Series 65 designation and based in San Francisco, CA. He has experience working at Banque Transatlantique Luxembourg from 2017 to 2026 and spent a year with EXTENDED Travel before joining his current firm in 2026. Transatlantique Private Wealth primarily serves high-net-worth individuals and private entities, focusing on cross-border portfolio management and asset allocation, with an investment approach that combines macro analysis with fundamental and technical research. The firm has operational ties to Banque Transatlantique and Crédit Mutuel, leveraging European research and custodians for its strategies.

Leslie Krampert is a financial advisor at Atlas Capital Advisors Inc. with five years of industry experience. She holds a Series 65 designation and previously worked at Meridian Financial from 2018 to 2021. Atlas Capital Advisors is an independent investment adviser serving individuals, high-net-worth families, family offices, pension plans, trusts, foundations, and other institutions. The firm offers discretionary wealth management and tax-aware portfolio management using a mix of fundamental, technical, and quantitative analysis across various strategies, often employing derivatives and alternative investments in separately managed accounts.

John Roberson is a financial advisor at 1919 Investment Counsel, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with 1919 since 2018, following six years at Rand & Associates. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm constructs customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and third-party resources, and operates as a wholly-owned subsidiary of Stifel Financial Corp.

Elaina Serotte is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has worked at Parallel Advisors, LLC since 2018 and previously spent time at Golub Group and Mass Mutual Investors Services. 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 that includes fundamental, technical, and cyclical analysis across multiple asset classes and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

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.

Alison Diessner is a financial advisor with NorthRock Partners, LLC in San Francisco, holding Series 63 and Series 66 designations and 13 years of industry experience. Her prior roles include positions at Ameriprise, Ashfield Capital Partners, and Hall Capital Partners. NorthRock Partners offers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and integration of private market allocations, supported by AI tools and ongoing human oversight.

Alyssa Morris is a financial advisor at Freestone Capital Management, LLC with 13 years of industry experience. She previously worked at Parallel Advisors, LLC for seven years before joining Freestone in 2022. Alyssa holds Series 63 and Series 65 licenses. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with about $14.5 billion in assets under management. The firm utilizes a combination of internally managed model portfolios, third-party sub-advisers, and alternative investments to build diversified portfolios with a focus on downside risk, providing both discretionary and non-discretionary services to individuals and institutions.

John Lundin is a financial advisor at KCM Investment Advisors with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KCM Investment Advisors since 2000. KCM Investment Advisors serves individual and institutional clients, including high-net-worth individuals and corporate pensions, providing discretionary portfolio management and integrated financial planning. The firm manages about $6.0 billion in discretionary assets using a customized, fundamental and quantitative investment approach.

Dale Schroeder is a financial advisor at New Edge Wealth with 20 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Wells Fargo Clearing and AllianceBernstein L.P. He joined New Edge Wealth in 2023. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, and other institutional clients. The firm offers a range of advisory services focused on asset allocation and investor behavior, combining independent managers, model strategies, and proprietary investment solutions with AI-assisted analytics and human oversight.

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.

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.

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.

Erin Niehaus is a CFP® with five years of industry experience, currently serving as a financial advisor at Savvy. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Niehaus also acts as an advisor and promotor for DigitalDX, a role she has held since 2000. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized, primarily index-based investment plans and incorporates technology platforms, third-party sub-advisers, and tax-aware strategies to support clients’ diverse financial needs.

Frederick Linkner is a CFA® charterholder with eight years of experience at Parallel Advisors, LLC. He previously worked for sixteen years at Rosenblum Siverman Sutton SF Inc. in San Francisco, CA. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, and independent managers, incorporating fundamental, technical, and cyclical analysis along with options strategies.

Nicholas Mc Innis is a CFA® charterholder with nine years of industry experience. He is currently with BakerAvenue Asset Management in San Francisco, where he has worked in various roles since 2016. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management alongside financial planning, family office services, and a range of investment strategies that combine quantitative, fundamental, and tactical approaches.

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 with BakerAvenue Asset Management in San Francisco, holding Series 63 and Series 65 licenses. She has three years of industry experience, including prior roles at Sand Hill Global Advisors LLC and previous tenure at BakerAvenue. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and comprehensive financial planning, employing a variety of investment strategies that combine quantitative, fundamental, and tactical approaches while emphasizing ongoing client communications.

Robert Falconer is a CFP® with 13 years of industry experience and is currently an advisor at Jordan Park Group LLC. His prior roles include positions at EP Wealth Advisors LLC, Bessemer Investor Services, Bessemer Trust, Fisher Investments, and Summitry, LLC. Jordan Park Group LLC serves primarily high-net-worth individuals, families, trusts, estates, and philanthropic organizations, advising clients with multi-million dollar portfolios. The firm provides discretionary portfolio management, sub-advisor oversight, and family office services, using customized investment guidelines, a mix of separate accounts and pooled vehicles, and incorporates ESG and alternative strategies when appropriate.

Doug Couden is a CFA® charterholder and holds a Series 63 license with 14 years of industry experience. He has worked at BakerAvenue Asset Management since 2012 and spent two years at Veridi Capital, LLC. He 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 a range of financial planning and family office services, employing a mix of quantitative, fundamental, and tactical allocation strategies across various named investment approaches.