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.

Tarren Schaar is a CFP® professional with 13 years of industry experience. He currently serves as a financial advisor at Mission Wealth Management, LP, having previously worked at JLFranklin Wealth Planning, LLC. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers wealth management, personalized portfolio management, financial planning, and consulting services, utilizing a tiered service model to match client complexity and asset size.

Keith Larkin is a financial advisor at Robertson Stephens with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Larkin is also a licensed independent insurance agent. Robertson Stephens Wealth Management serves individual clients, families, trusts, estates, family offices, charitable organizations, and retirement plans with a range of advisory services including portfolio management, financial planning, and access to public and private funds. The firm combines personalized advice with model portfolios and oversight from an Investment Office and Committee.

Cara Picton is a CFP® professional at Brighton Jones LLC with over eight years of industry experience. She previously worked at Nate D. Sanders Inc. and has been involved with nonprofit organizations such as African Village Support and Samos Volunteers. Brighton Jones LLC serves high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans by providing comprehensive wealth-management services, including financial planning, investment management, and family office support. The firm utilizes a Personal CFO model and offers private-investment opportunities through its subsidiary Lenora Capital.

Ramonita De La Rosa is a financial advisor at Evergreen Capital Management LLC with 10 years of industry experience. She holds a Series 65 credential and previously worked at Bingham, Osborn & Scarborough LLC for six years before joining Evergreen in 2021. Evergreen Capital Management serves a diverse client base including individuals, high-net-worth investors, trusts, endowments, and family offices. The firm employs a Dynamic Asset Allocation approach and branded strategies such as Right Cycle Investing™, utilizing fundamental, macroeconomic, and third-party research alongside artificial intelligence to guide investment decisions.

Joseph Delaney is a financial advisor at Robertson Stephens Wealth Management with 20 years of industry experience. He holds a Series 65 designation and previously worked at LifeGuard Wealth, LLC for 11 years. In addition to his advisory role, he is a licensed California Real Estate Broker, operating separately from his work at Robertson Stephens. Robertson Stephens Wealth Management serves high-net-worth individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines personalized advisory services with model portfolios and oversight by an Investment Committee, offering access to both public and private investment opportunities.

Amin Baradaran is a CFA® charterholder with seven years of industry experience. He has worked at Laird Norton Wetherby Wealth Management and its predecessor firms since 2018, and previously at Financial Clarity Inc. Laird Norton Wetherby Wealth Management provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm employs a customized investment approach emphasizing strategic asset allocation, global diversification, and a core-satellite method that incorporates active management, tax-aware strategies, and alternative investments.

Tom Sciara is a financial advisor at Infinity Financial Services Advisory with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at National Life Group, NYLIFE Securities LLC, and Equity Services Inc. Outside of his advisory role, he is also involved as an insurance agent with Falcon PG Wealth Management and Insurance Services. 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 analyses, employing a range of investment products and strategies including options and alternative investments.

Erik Midas is a financial advisor at Savvy with nine years of industry experience. His previous roles include positions at LPL Financial LLC, Navigation Group, LLC, and Karp Capital Management Corporation. Outside of his advisory work, he is involved with a home-based business operated by his spouse. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies along with active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and integrated financial technology tools.

Sean Mc Neil is a financial advisor at Concorde Asset Management, LLC with one year of industry experience. Prior to joining Concorde, he worked at Hormel Foods for five years and Foster Poultry Farms for three years. He is the owner of Evergreen Sales & Marketing LLC, a business focused on sales and marketing for sports trading cards. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios through asset allocation and model-based strategies, offering services such as ERISA retirement-plan advisory and management of variable annuity separate accounts.