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 a financial advisor at Infinity Financial Services Advisory in Oakland, CA, with one year of industry experience. He holds the Series 63 and Series 65 licenses. His prior work includes roles at NYLIFE Securities LLC, New York Life, and Charles Schwab. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm serves individual and high-net-worth clients using a multi-method investment approach that incorporates various analytical techniques and a range of investment products, including complex strategies involving options and 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-registered financial advisor with Kingswood Wealth Advisors, LLC, based in El Cerrito, CA. He has seven years of industry experience, including prior roles at Fremont Bank, LPL Financial, Edward Jones, and as a principal of JVJ Property Solutions LLC. Outside of advising, he maintains involvement in technology-related work with Real Time Cloud Solutions and AceFone. Kingswood Wealth Advisors serves a diverse client base ranging from individual investors to institutional clients, offering customized portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform and integrates insurance-linked account management alongside its broader investment and consulting capabilities.

John Zamboanga is a financial advisor with Infinity Financial Services Advisory, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, TD Ameritrade, Morgan Stanley, and UBS Financial Services. He is also CEO of Tri-Valley Wealth Management, an independent insurance and securities business. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for over 600 clients. The firm serves individual and high-net-worth clients, employing a multi-method investment approach that incorporates various analytical techniques and complex investment products.

Jonathan Fults is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has worked at Jordan Park Group LLC since 2017 and was previously employed at Goldman Sachs from 2013 to 2017. Based in San Francisco, he is part of a firm with 92 advisors. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals and families, as well as institutional clients such as charitable organizations and foundations. The firm employs a CIO-led investment team and uses customized Investment Policy Statements, derivative overlay strategies, and tax-aware rebalancing techniques as part of its portfolio construction and risk management approach.

King Lip is a CFP®, CFA®, and holds a Series 63 license with 17 years of industry experience. He is currently with BakerAvenue in San Francisco, where he has worked since 2008. His prior experience includes roles at Veridi Capital, Llc and Simonbaker & Partners Llc. 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, estate and philanthropy planning, tax preparation, and concentrated stock management. The firm employs a multi-strategy investment process combining fundamental, quantitative, and technical analysis with tactical asset allocation.

Jeffrey Salyer is a CFA® charterholder with one year of experience at Freestone Capital Management, LLC. He previously worked at Callan LLC for nine years. Freestone Capital Management, LLC is a comprehensive wealth management firm managing approximately $14.5 billion for about 2,900 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private investment funds, combining internally managed portfolios, third-party sub-advisers, and alternative investments with an emphasis on downside risk.

Benjamin Lester is a CFA® charterholder with 18 years of industry experience. He has worked at Jordan Park Group LLC since 2018 and previously spent three years at Goldman, Sachs & Co. He serves on the Investment Committee for the Ronald McDonald House at Stanford, providing general advice on the organization's endowment. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals, families, and institutional clients such as charitable organizations and foundations. The firm offers customized investment solutions through separate accounts, pooled vehicles, and other structures, supported by a vertically integrated operating model that includes a private trust company and a limited-purpose broker-dealer.

Clement Farias is a financial advisor at Citizens Private Wealth with a Series 66 designation and four years of industry experience. He previously worked at J.P. Morgan Securities and First Republic Investment Management. Outside of finance, he has experience with the Reno Aces baseball team and 1868 FC soccer club. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes a long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management overseen by a Chief Investment Officer, alongside consulting services for multigenerational family and closely held business matters.

Eric Scaff is a financial advisor at Concorde Asset Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Concorde since 2014. Outside of his advisory role, he is president of CALSTRA Car Wash, a full-service car wash and quick lube business. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of investment options including alternative and less liquid products.

Justina Lai is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) with 13 years of industry experience. She holds a Series 65 credential and has previously worked at Wetherby Asset Management from 2015 to 2023. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities such as trusts and charitable organizations. The firm focuses on customized investment strategies with an emphasis on strategic asset allocation, global diversification, and a core-satellite approach that includes active managers, tax-aware implementation, and alternative investments.

Kristie Cahill is a CFP® with 20 years of experience in the financial services industry. She is currently with CreativeOne Wealth, LLC and Haven Wealth Management, where she has worked since 2019. Prior to that, she was with Opes Advisors and Opes Wealth Management. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option-based strategies, supported by quantitative and fundamental analyses.

Ramy Antar is a financial advisor with RBC Securities, Inc. based in San Francisco, CA. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 26 years of industry experience. His prior experience includes roles at City National Securities, City National Rochdale, and Fisher Investments. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, trusts, estates, IRAs, and retirement plans. The firm offers financial planning and portfolio management through its wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor, RBC Rochdale.

Christopher Gallo is a financial advisor at Hilltop Securities Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hilltop Securities since 2013. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform.

Hugh Beecher is a financial advisor at Citizens Private Wealth with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including JP Morgan Chase Bank, First Republic, Barclays Capital, and Credit Suisse. 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, open-architecture investment approach with discretionary portfolio management overseen by a Chief Investment Officer, and offers services including investment management, ERISA plan advisory, tax and estate structuring, and recently added Business Consulting Services for multigenerational family and closely held business matters.