Charles Strickler is a financial advisor at Concorde Asset Management, LLC in San Francisco, CA, holding Series 63 and Series 66 licenses with 28 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors before joining Concorde in 2020. Outside of advisory work, he provides guidance to a family-owned pizza restaurant and a car wash business. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party asset managers and programs. The firm employs model portfolios and third-party strategists to build tailored investment solutions and acts as an overlay manager with discretionary trading responsibilities.

Tyler Brooks is a financial advisor at Perigon Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Insight Wealth Strategies, LPL Financial, and Ameritas. Outside of his advisory role, he is also an insurance agent and the owner of SamoaBound, LLC. 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 client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting formal annual reviews.

Samuel Pun is a financial advisor at Freestone Capital Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Scharf Investments and Sonen Capital LLC. He has been with Freestone Capital Management since 2019. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in regulatory assets for around 2,783 clients through 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a multi-manager investment approach focused on diversification and downside risk management across equities, fixed income, and private strategies.

Michael Mckean is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Infinity Financial Services and its advisory division since 2016. Mckean is also the owner of NorCal Benefit Solutions, a health and life insurance business. 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 fundamental, technical, quantitative, and cyclical analyses, and uses a variety of investment vehicles including mutual funds, ETFs, annuities, and options.

Arend Warmerdam is a financial advisor with SVB Wealth, holding Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at First Citizens Investor Services, Silicon Valley Bank, Boston Private Wealth, and Whittier Trust Company. Outside of his advisory work, he is involved in nonprofit organizations supporting youth sports and education, serving on boards such as The Asomugha Foundation and The Olympic Club Foundation, and he manages a small family farm business. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a multi-strategy investment approach involving affiliated and third-party managers, supported by an Investment Committee, and operates as a wholly owned subsidiary of First Citizens Bank.

Matthew Lau is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Robertson Stephens Wealth Management, where he has worked since 2022, and has held prior roles at Fortune Financial Services and LFS Asset Management. Outside of his advisory work, Lau volunteers as a financial literacy presenter for a nonprofit organization. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing $8.76 billion in assets as of December 31, 2025. The firm offers discretionary and non-discretionary portfolio management, planning services including tax and estate planning, and uses a combination of in-house model portfolios, third-party managers, and sub-advisors supported by an internal investment committee.

Cheryl Keilman is a financial advisor at RBC Securities, Inc. with seven years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank and BMO Harris Private Bank. Outside of her advisory role, she is a landlord of a rental property in Chicago. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a bank parent, providing clients access to various asset allocation strategies and custodial services.

Christopher Cummock is a financial advisor at Parallel Advisors, LLC with five years of industry experience. His prior roles include positions at O'Donnell Financial Group, Tri Coast Capital, and MC Aureate RIA & Aureate Capital. He is the founder and principal of Waterfall Prospectus Investors, a consulting business advising startups on capital raising and early-stage development. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with 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, and utilizes technology platforms to support tax-efficient rebalancing and held-away account management.

Antoine Piron is a financial advisor at Compound Planning, Inc. with 19 years of industry experience. He previously worked at Transatlantique Private Wealth LLC, Quasar Distributors, LLC, and Osterweis Capital. He holds Series 63 and Series 65 designations. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a turnkey asset management program. The firm emphasizes customized, risk-based model allocations using both in-house and third-party strategies, including low-cost ETFs, direct indexing, and alternative investments.

Lydia Walz is a CFP® professional with five years of industry experience. She has worked at Aspiriant, LLC since 2018 and previously spent two years at Principled Solutions. Lydia is based in San Francisco, CA. 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 wealth planning, family office services, and specialized consulting, employing a customized investment approach that includes a range of asset allocation strategies and investment vehicles.

Kevin Moran is a financial advisor at International Assets Investment Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2017. Moran is also the president and sole owner of Elevate Private Wealth Group, LLC. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using a range of investment vehicles and may implement strategies via third-party money managers and wrap programs.

Anna Yu is a financial advisor at Certuity, LLC with four years of industry experience. She holds a Series 66 designation and previously worked at First Republic Securities Company, LLC for eight years. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles. The firm offers investment advisory, family office, financial planning, and investment consulting services, emphasizing asset allocation, diversification, and a long-term buy-and-hold investment approach.

Jeanette Reinhard is a financial advisor at Robertson Stephens with 21 years of industry experience. She holds a Series 66 designation and has been with various Robertson Stephens entities since 2014. Outside of her advisory role, she serves as Chairman of the Investment Committee and Treasurer of The Phi Beta Kappa Society, a nonprofit organization overseeing its endowment assets. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight, managing over $7 billion in client assets as of December 31, 2024.

Sheila Rabaut is a CFP® with nine years of industry experience, currently serving as a financial advisor at BakerAvenue since 2018. Prior to this, she worked at Waypoint Wealth Partners from 2016 to 2018. Outside of her advisory role, she consults for the Rabaut Family Foundation, where she also serves as Treasurer and Secretary. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, and charitable institutions, employing a multi-strategy investment approach that includes portfolio management, financial planning, and family office services.

Gerry Oconnell is a financial advisor at BakerAvenue with seven years of industry experience. He holds a Series 65 credential and previously worked at Moskowitz LLP and Half Dome Wealth Management. Prior to his current role, he operated a sole proprietorship providing consulting services for nine years. BakerAvenue offers investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, typically under discretionary mandates. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, and technical analysis combined with tactical asset allocation.

Gerald Luff is a financial advisor at BakerAvenue with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BakerAvenue since 2006, following a two-year period at Veridi Capital, LLC. Outside of advisory work, he owns and operates a property management business focused on single-family residences. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, offering portfolio management, financial planning, family office services, and specialized strategies including concentrated stock management and philanthropy planning. The firm employs a multi-strategy investment process that integrates fundamental, quantitative, and technical analysis with tactical asset allocation.

Nicholas Levinson is a CFP® professional with 24 years of experience in the financial services industry. He has worked at Apella Wealth since 2025 and previously spent 22 years at Park Piedmont Advisors LLC. Levinson holds Series 63 and Series 65 licenses. Apella Wealth serves a diverse range of clients, including individuals, retirement plan sponsors, foundations, and institutions. The firm employs a model-driven, quantitative investment approach featuring factor-oriented equity strategies, fixed-income allocations, and portfolio customization, supported by integrated third-party technologies and a broad product mix that includes separately managed accounts, an automated TAMP, and institutional solutions.

Andrea Hamilton is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Perigon Wealth Management, LLC since 2020. She previously worked at First Affirmative Financial Network for five years and has operated Words Of Gold, a business providing writing, research, and editorial services, since 1999. Perigon Wealth Management offers 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 client objectives and risk tolerance, often delegating investment management to independent managers while maintaining oversight and conducting regular reviews.

Shane Larson is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Composition Wealth, LLC and has previously worked at Main Street Research, Raymond James Financial Services Advisors, Mainspring Wealth Advisors, SP Larson Financial Planning, KMS Financial, and Willis Eckfeldt Asset Management. Composition Wealth is an SEC-registered investment adviser managing approximately $9.5 billion in assets across a multi-advisor platform. The firm serves individuals, trusts, businesses, and retirement plans with a long-term, asset-allocation driven approach, employing diversified portfolios of low-cost funds, ETFs, individual securities, and selective alternative investments.

Meghan Degroot is a financial advisor at Sand Hill Global Advisors, LLC with three years of industry experience. She holds Series 63 and Series 65 designations and has been with Sand Hill Global Advisors since 2012. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and other business entities. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines top-down macro analysis with bottom-up research.