David Rockman is a financial advisor with ON Investment Management Company in San Francisco, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has been with ON Investment Management Company since 2003 and also serves as president of Embarcadero Financial Group. In addition to his advisory roles, he is an advisory board member of Court & Aquatic Sports Ltd, an athletic club. ON Investment Management Company is a SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive and modular financial plans and access to various third-party investment programs.

Rick Tasker is a financial advisor at Robertson Stephens with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robertson Stephens Wealth Management since 2021, following 17 years at Epoch Consulting Group. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, model portfolios, and a range of planning services, managing $8.76 billion in assets as of December 31, 2025.

Daire Heneghan is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding a Series 66 designation and seven years of industry experience. He has previously worked at New York Life Insurance Co, NYLife Securities LLC, and City National Bank. Outside of finance, Heneghan coaches middle school rugby through SF Golden Gate RFC. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients using a multi-method investment approach that includes fundamental, technical, and quantitative analysis, with strategies involving mutual funds, ETFs, annuities, options, and other complex products.

Elizabeth Steininger is a financial advisor at Freestone Capital Management, LLC with five years of industry experience. She previously worked at Ratio Wealth Group, LLC and Alta Park Capital, LP. Outside of her advisory role, she is involved in a family timber business, Greenfield Timber and Resources, Inc., where she attends annual meetings with minimal responsibilities. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,783 clients with $11.49 billion in assets under management. The firm offers discretionary and non-discretionary investment advisory services, combining internally managed model portfolios, third-party sub-advisers, and alternative investments with an emphasis on diversification and downside risk management.

John Kang is a financial advisor at Parallel Advisors, LLC with 24 years of industry experience. He previously worked at Merrill for 10 years before joining Parallel Advisors in 2023. He holds Series 63 and Series 66 designations. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach, including fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Karen Leech is a financial advisor at Laird Norton Wetherby Wealth Management, LLC (LNW) with 23 years of industry experience. She holds a Series 65 credential and worked previously at Wetherby Asset Management for 22 years before joining LNW. LNW serves families and high-net-worth individuals by providing comprehensive wealth planning and investment management for related entities such as trusts, estates, foundations, and endowments. The firm develops customized Investment Policy Statements and uses a disciplined strategic asset allocation approach featuring global diversification, third-party managers, ETFs, and alternative investments, including private funds and impact-investing options.

Nicholas Ruzette is a CFP®-credentialed financial advisor with eight years of industry experience. He is currently with Aspiriant, LLC, where he has worked since 2013, including a brief tenure at Equinox Securities, Inc. Outside of his advisory work, no additional personal activities are noted. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers customized investment programs alongside comprehensive wealth planning and family office services, including accounting, tax and estate planning, and specialized consulting.

Charles Hatch is a financial advisor at Parallel Advisors, LLC with 23 years of industry experience. He has held roles at Parallel Advisors since 2009 and previously worked at Wells Fargo Clearing and Wells Fargo Investments. He holds a Series 66 designation. 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 including fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms to enhance tax-efficient rebalancing and held-away account management.

Charles Sommer is a financial advisor with United Capital Financial Advisors in Larkspur, CA, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Ardian and A Runner's Mind, and he has experience in the retail and running industries. United Capital provides national financial planning and discretionary investment management to a broad range of clients, including individual households, high-net-worth clients, retirement plans, and institutional accounts. The firm offers customizable investment strategies and a technology platform, FinLife Partners, which supports independent advisors with sub-advisory and consulting services.

Jennifer Chan is a CFA® charterholder affiliated with Laird Norton Wetherby Wealth Management, LLC in San Francisco, CA. She has seven years of industry experience, including roles at Wetherby Asset Management from 2016 through 2023. LNW serves families and high-net-worth individuals by providing wealth planning and investment management for trusts, estates, foundations, and endowments. The firm employs a disciplined, globally diversified investment approach using a core-satellite strategy that incorporates third-party managers, ETFs, mutual funds, and private funds, alongside alternative and impact investment options.

Christina Covalesky is a CFP® and holds a Series 65 license with 23 years of industry experience. She has worked at Laird Norton Wetherby Wealth Management, LLC since 2024 and spent 21 years at Wetherby Asset Management. LNW serves families and high-net-worth individuals, providing comprehensive wealth planning and investment management for related entities such as trusts, estates, foundations, and endowments. The firm employs a disciplined, globally diversified investment approach that includes strategic asset allocation, manager due diligence, and access to alternative and impact-investing options.

Derek Izuel is a CFA® charterholder with 14 years of industry experience. He is currently with Shelton Capital Management and has previously worked at Vitruvian Capital Management and HighMark Capital Management. Shelton Capital Management provides investment management to mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individual investors through various account types and advisory services. The firm employs an active, discipline-specific approach combining fundamental, technical, and quantitative analysis, and incorporates ESG screening and data-science tools across its strategies.

Daniel Johnson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Northern Trust Securities, Inc. in San Francisco, where he has worked since 2010. He holds Series 63 and Series 66 licenses. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients by offering Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs via the Fidelity Managed Account Xchange platform.

Michelle Watson is a CFA® charterholder with 35 years of industry experience. She has been with Evergreen Capital Management LLC since 2017 and previously worked at Arcturus Financial, LLC. Outside of her advisory role, she serves as an informal board member of SHE-CAN, a nonprofit focused on empowering low-opportunity women, and is a board member of Mesa de Vida, a food company. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning services to individuals, trusts, endowments, and retirement plans. The firm employs a Dynamic Asset Allocation framework and an ETF-focused strategy called Right Cycle Investing, supported by independent investment committees and specialized strategies including subadvisers and derivatives when appropriate.

Guy Benstead is a financial advisor at KCM Investment Advisors with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Shelton Capital Management, IMST Distributors, and Cedar Ridge Partners. He is also the managing member of Cedar Ridge GP, LLC, a private investment partnership. KCM Investment Advisors serves a diverse client base, including high-net-worth individuals, retirees, and institutional clients such as corporate pensions and endowments. The firm offers discretionary portfolio management and integrated financial planning, using customized allocations with fundamental, quantitative, and macro/cyclical analysis to align investments with client risk profiles.

Christopher Snyder is a financial advisor at The Mather Group, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for 16 years at Pillar Wealth Management, LLC. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and integrates technology such as AI and machine learning to support portfolio construction and client communications.

April Antonio is a CFP® professional affiliated with Aspiriant LLC in San Francisco, CA, with one year of industry experience. She has been with Aspiriant since 2016 in various roles. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, family office, and specialty services. The firm emphasizes customized investment programs and expanded family office capabilities, including accounting and banking support.

Steven Herzog is a CFP® with 25 years of industry experience, currently serving at LNW since 2024. His prior roles include 18 years at WETHERBY ASSET MANAGEMENT and five years at Boulder Wave Capital Management LLC. He holds Series 63 and Series 65 licenses. LNW serves families and high-net-worth individuals with comprehensive wealth planning and investment management for trusts, estates, foundations, and endowments. The firm employs a disciplined strategic asset allocation with global diversification and a core-satellite approach, integrating third-party managers, tax-aware portfolio placement, alternative investments, and impact-investing options.

Todd Wellnitz is a financial advisor at Legacy Wealth Management, LLC with 2 years of industry experience. He has been involved with Wellguard Insurance Solutions, INC. since 2010. Legacy Wealth Management serves individual clients across wealth levels, charitable organizations, and business entities by providing portfolio management, financial planning, consulting, and related services including annuity and insurance solutions through affiliated partners. The firm uses a range of investment strategies, including in-house models and alternative investments, and offers customized portfolios based on clients’ goals and risk tolerances.

Ian Stern is a financial advisor at Citizens Private Wealth with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise, Comerica Bank, Comerica Securities, and Wells Fargo Investments. Stern is also a licensed real estate broker and owns Golden Bay Brokers, a real estate business. Citizens Private Wealth serves high-net-worth individuals, families, and institutions by providing discretionary and non-discretionary investment management, ERISA plan advisory, and estate and tax structuring services. The firm follows a long-term asset allocation approach within an open-architecture platform and benefits from its affiliation with Citizens Bank, offering additional banking and lending products.