Lena Mcquillen is a CFP® and Series 66 credentialed financial advisor with 18 years of industry experience. She has been with Bailard, Inc. since 2020 and previously worked for Wells Fargo Private Investment Advisors, LLC from 2007 to 2020. Outside of her advisory role, she is a member of Smashing Grapes, LLC, a winery business. Bailard provides wealth management and asset management services to a range of individual and institutional clients, utilizing a multi-asset diversification approach that combines quantitative models, fundamental research, and qualitative judgment. The firm serves high-net-worth individuals, endowments, foundations, pension and profit-sharing plans, and registered investment companies, among others.

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.

Emily Hazelroth is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Summitry, LLC since 2021. Her prior experience includes roles at TIAA-CREF, Fidelity Personal and Workplace Advisors, and Strategic Advisers, Inc. Summitry, LLC serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and occasionally investment companies and advisers. The firm employs a research-driven, largely bottom-up investment approach, combining internally managed core strategies with independent managers and alternative strategies, and offers discretionary portfolio management, financial planning, and mutual fund advisory services.

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.

Nicholas Risser is a CFP® with eight years of industry experience, currently serving as a financial advisor at Bailard, Inc. since 2025. He previously worked at Bersot Capital Management and LPL Financial and took a year for extended travel in 2019. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, offering financial planning and discretionary portfolio management across multi-asset and single-asset strategies. The firm employs an active, multi-asset diversification approach that integrates quantitative models, fundamental research, and qualitative judgment, and it offers sustainable and impact investing options upon request.

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.

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.

Christina Covalesky is a CFP® with 22 years of industry experience, currently serving at Laird Norton Wetherby Wealth Management, LLC. She was previously with WETHERBY ASSET MANAGEMENT for 21 years. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, combining investment management, wealth planning, and coordination with outside professionals to address complex multi-entity financial needs. The firm emphasizes customized investment policy statements, global diversification, and active manager due diligence, with additional capabilities in tax-aware decision making and impact investing.

Kimberly Aquino is a CFP® professional at Bailard, Inc. with 29 years of industry experience. She has worked at Bailard since 1996 and currently serves as Secretary of the BB&K Holdings Inc. Board. Bailard provides wealth and asset management services to individual and institutional clients, offering financial planning and discretionary portfolio management through multi-asset and single-asset strategies. The firm employs an active, multi-asset diversification approach that integrates quantitative models, fundamental research, and qualitative judgment, and it serves a broad range of clients including high-net-worth individuals, endowments, and pension plans.

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.

Thuong Thien is a CFP® with 17 years of industry experience, currently serving as an advisor at Team Hewins, LLC since 2018. Prior to this, Thien worked at various Hewins-affiliated firms from 2013 to 2018. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm’s investment approach is guided by an Investment Committee that constructs model portfolios based on Modern Portfolio Theory and manages assets using mutual funds, ETFs, independent managers, and private investment funds, with a notable focus on retirement plan services and fiduciary management.

Abigail Hsu is a financial advisor at Bailard, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Bailard, she worked at Namur Capitale Basketball and has academic experience from Columbia University and Marjory Stoneman Douglas High School. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, employing an active, multi-asset approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base including high-net-worth individuals, endowments, and pension plans, and manages affiliated pooled vehicles alongside its advisory and sub-advisory roles.

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.