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.

Jordan Overby is a CFP® professional with nine years of experience currently advising clients at Aspiriant, LLC in San Francisco. He has been with Aspiriant in various capacities since 2016. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, offering discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services. The firm builds customized investment programs using asset allocation guided by internal research and offers a range of implementation options including third-party managers, ETFs, separate accounts, private investments, and mutual funds.

David Rockman is a financial advisor with On Investment Management Company in San Francisco, CA, holding Series 63 and Series 66 licenses and with 33 years of industry experience. He has been with On Investment Management Company and affiliated firms since 2002. Outside of his advisory role, he serves on the advisory board of an athletic club specializing in court and aquatic sports. On Investment Management Company is a multi-team SEC-registered investment 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 mix of discretionary and non-discretionary management, access to third-party investment programs, and maintains a dual-registration model with ongoing broker-dealer activity.

Daniel Rush is a financial advisor with ValMark Advisers, Inc. in San Francisco, CA, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior roles include positions at The Pasha Group and Infinera Corporation. He is also Vice President of SDM Advisors, LLC, where he is involved in wealth management and financial planning. ValMark Advisers serves individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors, offering diversified, goal-based portfolios primarily composed of mutual funds, ETFs, and third-party managers. The firm provides investment management, retirement plan advisory services, and fee-based planning via proprietary platforms and third-party 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 CFA® charterholder and Series 66 licensee with seven years of industry experience. He is currently with Infinity Financial Services Advisory, where he has worked since 2023. His prior roles include positions at New York Life Insurance Co, City National Bank, and Brownstein Crane Surgical Services. Outside of his advisory work, Heneghan coaches middle school rugby. 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 uses a multi-method investment approach incorporating fundamental, technical, quantitative, and cyclical analysis, implementing strategies across various securities including mutual funds, ETFs, annuities, and options.

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 LNW with 23 years of industry experience. She holds a Series 65 designation and previously worked at Wetherby Asset Management for 22 years before joining Laird Norton Wetherby Wealth Management, LLC. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities, combining investment management, wealth planning, and coordination with outside professionals. The firm emphasizes customized investment policies, global diversification, active manager due diligence, and tax-aware strategies, and is known for its affiliated trust companies and private pooled vehicles that offer access to private investment strategies.

Nicholas Ruzette is a financial advisor at Aspiriant, LLC in San Francisco, holding the CFP® designation along with Series 65 and Series 63 licenses. He has seven years of industry experience, all with Aspiriant. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm utilizes customized investment programs guided by internal Capital Market Expectations and offers access to a variety of investment options, including private investments and mutual funds.

Charles Hatch is a financial advisor with Parallel Advisors, LLC in San Francisco, holding a Series 66 designation and 22 years of industry experience. He has been with Parallel Advisors since 2009. 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 including fundamental, technical, and cyclical analysis, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Charles Sommer is a financial advisor at United Capital Financial Advisors in Larkspur, CA, holding a Series 65 designation. He has worked in various roles including positions at Ardian and Montage International, and has been with United Capital Financial Advisors since 2025. Outside of finance, he has experience with organizations related to running, such as A Runner's Mind and Fleet Feet. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based preferences.

Jennifer Chan is a CFA® charterholder with seven years of experience in wealth management. She has worked at Laird Norton Wetherby Wealth Management, LLC since 2024, following multiple roles at Wetherby Asset Management from 2016 to 2023. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policies, global diversification, and coordinated planning with outside professionals to address complex financial needs.