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 with three years of industry experience, currently serving at Laird Norton Wetherby Wealth Management (LNW) since 2024. Prior to joining LNW, she worked at Wetherby Asset Management and PwC. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management services to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment strategies, global diversification, and incorporates alternative investments, with an operational approach that includes discretionary portfolio management and the use of artificial intelligence for efficiency.

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.

Simon Baker Jr. is a financial advisor at BakerAvenue with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Veridi Capital, Simonbaker & Partners, and Banc of America Investment Services. He has been with Baker Avenue Asset Management since 2004. 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, financial planning, and family office services, utilizing a range of named strategies that combine quantitative, fundamental, and tactical approaches.

Zachary Perry is a CFA® charterholder with 11 years of industry experience. He has worked at Robertson Stephens Wealth Management, LLC since 2020 and previously held positions at Seaplane Partners, LLC and Vine Street Wealth Management, LLC. 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 by an Investment Office and Committee, managing over $7 billion in client assets.

David Leitao is a CFP® with eight years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC since 2017. He previously worked at Huckleberry Capital Management and spent over two decades at San Francisco State University. Outside of advising, he manages a small vacation rental business. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and tax-aware vehicles, often utilizing institutional third-party managers and maintaining unique governance and service arrangements for a firm of its size.

Sergio Fernandez is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Valmark Advisers, Inc. since 2023. His prior experience includes roles at Independent Financial Group, LLC and LPL Financial. Outside of his advisory work, he assists in managing a Uhaul rental operation connected to his family business. Valmark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based portfolios implemented through mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and rebalancing.

Michael Tideman is a CFP®, CFA®, and Series 63 professional with 11 years of industry experience. He has worked at BakerAvenue Asset Management since 2021, previously spending time at Baker Street Advisors and Northwestern Mutual in various wealth management roles. 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, financial planning, family office services, and alternative investments, employing a range of quantitative, fundamental, and tactical strategies alongside active client communication practices.

Laura Pantaleo is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in San Francisco, holding a Series 65 license with seven years of industry experience. Her work history includes roles at Wetherby Asset Management and consumer financial services, along with periods as a stay-at-home mother and volunteer. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policies, strategic asset allocation, global diversification, and a core-satellite approach that incorporates active management, tax-aware strategies, and alternative investments.

Karen Mc Millan is a CFP® and holds a Series 66 license with 24 years of industry experience. She has worked at Parallel Advisors, LLC since 2025, following eight years at Osborne Partners Capital Management and eight years at Merrill. Outside of advising, she serves as treasurer for the Instituto Italiano Scuola, a language school in San Francisco. 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 incorporating fundamental, technical, and cyclical analysis, and integrates held-away account management through technology platforms to implement tax-efficient rebalancing and access a range of investment strategies.

Kenneth Fincher is a financial advisor with Perigon Wealth Management, LLC, holding the ChFC® designation and Series 63 license, with 37 years of industry experience. His prior roles include extensive tenure at Wealth Advisors, Inc. and First Allied Advisory Services, Inc. Outside of investment advisory, he is a licensed insurance agent and an owner and broker of a real estate sales business. 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 based on clients’ objectives and risk tolerance, may delegate investment management to independent managers, and maintains institutional relationships with multiple custodial platforms.

Michael Allard is a financial advisor at Freestone Capital Management, LLC in San Francisco, CA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at Freestone Capital Management since 2019 and previously spent 13 years at Scharf Investments. Freestone Capital Management is a wealth management firm overseeing approximately $11.49 billion in assets for around 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, emphasizing diversification and downside risk management across equities, fixed income, and private strategies.