William Barrett is a financial advisor at Parallel Advisors, LLC with credentials including Series 65 and Series 63. He has prior experience at BMO Family Office and BNY Mellon, accumulating over a decade in the financial industry. Barrett is located in San Francisco, CA, and has been with Parallel Advisors since 2025. 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 multiple asset classes and uses technology platforms to facilitate tax-efficient rebalancing and held-away account management.

Mehul Thakker is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and 24 years of industry experience. He has been with Vanderbilt Advisory Services since 2017 and previously worked at Financial West Group for 14 years. Thakker is also the owner of Empowered Investments, a DBA he has operated since 2016. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and utilizes the Betterment for Advisors platform, with an investment approach that combines strategic asset allocation and multiple forms of analysis tailored to client objectives.

Brian Jacobs is a CFA® charterholder and holds a Series 66 license, with 15 years of industry experience. He has been with Aptus Capital Advisors, LLC since 2023, following nine years at Rs Investments. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis, serving individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a blend of technical and fundamental analysis primarily through ETFs, including nineteen actively managed Aptus funds, and provides portfolio management, financial planning, and specialized advisory services.

Erika De La Rosa Hennessey is a financial advisor at 1919 Investment Counsel, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with 1919 since 2018, following four years at Rand & Associates. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and collaborative relationships within Stifel Financial Corp. affiliates.

Ryan Ficks is a financial advisor at Summitry, LLC with 15 years of industry experience. He holds the CFP® designation and Series 63, 65, and 66 licenses. Prior to joining Summitry, he worked at First Citizens Wealth, Silicon Valley Bank, Waddell & Reed, Equitable Advisors, and Wells Fargo Investments. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and occasionally investment companies and other advisers. The firm follows a research-driven, bottom-up investment approach combining internally managed equity strategies with independent managers and alternative approaches, including a tax-smart 130/30 long/short strategy.

Steven Quinly is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 credentials and over 46 years of industry experience. His prior work includes roles at Bank of America and Merrill. He also serves on the Contra Costa County Treasurer Oversight Committee. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm focuses on personalized advice and employs diversified asset allocation strategies across various investment types, including mutual funds, ETFs, equities, fixed income, and alternatives.

Matthew Torkelson is a financial advisor at Perigon Wealth Management, LLC in San Francisco, holding Series 65 and Series 66 designations with five years of industry experience. His previous roles include positions at Burleson & Company, LLC, AXA Advisors, and Redwood Credit Union. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction with regular monitoring and is notable for servicing banking and thrift institutions while managing wrap-fee programs and overseeing sub-advisor relationships.

Michael Dunn is a financial advisor with BakerAvenue in San Francisco, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior work includes positions at Morgan Stanley and U.S. Bancorp Investments. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth, and institutional clients, focusing on discretionary management. The firm employs a range of named strategies that combine tactical allocation, quantitative analysis, and fundamental research, and offers services such as tax and estate planning, philanthropy, and trustee oversight.

Christopher Dankworth is a financial advisor with Evergreen Capital Management LLC in San Francisco, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Evergreen since 2017 and previously worked at Cypress Wealth from 2012 to 2017. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices, providing discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation approach and proprietary programs such as Right Cycle Investing™, utilizing fundamental and macroeconomic research alongside artificial intelligence to guide investment decisions.

Joanna Aiken is a financial advisor at Choreo, LLC with 29 years of industry experience. She previously worked at Enso Wealth Management and Edward Jones. Outside of her advisory role, she serves as CFO of JCBC Enterprises LLC, which provides educational enrichment programs for children. Choreo serves individual and high-net-worth investors, family offices, and institutional clients with services including portfolio management, financial planning, and outsourced CIO solutions. The firm combines strategic asset allocation with quantitative screening and utilizes diverse investment vehicles to implement client portfolios.

Lia Seara is a CFP® professional with 15 years of experience in financial advising. She currently works at Parallel Advisors, LLC and previously held roles at Osborne Partners Capital Management and Merrill. 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 including fixed income, mutual funds, ETFs, and independent managers, incorporating technology platforms to manage tax-efficient rebalancing and held-away accounts.

Kenneth Quiat is a financial advisor at Belpointe Asset Management LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Belpointe since 2017. Prior to that, he was with Foresters Equity Services, Inc. and has been involved with AD Banker LLC since 2012, where he also serves as a licensed educator. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with a range of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerances.

Caroline Burns is a financial advisor at Parallel Advisors, LLC with a Series 65 designation and five years of industry experience. Her prior work includes roles at Net-Results Marketing Automation and Colorado College. 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 range of investment strategies across fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for tax-efficient portfolio management and held-away account consolidation.

Yu Chen is a CFP® professional with 13 years of experience in financial advising. He is currently with Infinity Financial Services Advisory and has previously worked at Alden Capital, Eagle Strategies, and New York Life insurance among others. Outside of his advisory role, Yu Chen is the owner of MYZ Financial & Insurance Services and serves as CFO of Forte Tools Inc, a wholesale distributor of industrial products. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses, providing portfolio management, financial planning, and pension consulting. The firm employs a variety of investment strategies, including long- and short-term trading and options, and integrates advisory services with affiliated broker-dealer and insurance activities.

Steven Burke is a Series 65-licensed advisor with Redhawk Wealth Advisors, Inc. in Oakland, CA, and has eight years of industry experience. He previously worked at Hermes Econometrics for three years and has served as a principal and independent insurance agent at SIS Services since 2000. Outside of his advisory role, he remains active in independent insurance agency work. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment management approach combines strategic and tactical asset allocation across multiple asset classes, with portfolios reviewed weekly by an investment committee.

Dana Scheer is a CFP®, CFA®, and holds a Series 66 license with 29 years of industry experience. She has been with Bailard, Inc. since 1994 and previously worked at Bailard Fund Services, Inc. for 24 years. Bailard, Inc. provides wealth and asset management services to a diverse client base including high-net-worth individuals, institutional investors, and pooled investment vehicles. The firm employs an active, multi-asset investment approach that combines quantitative models, fundamental research, and qualitative judgment, and offers specialized strategies such as sustainable and impact investing.

Kenneth Millman is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC. He previously worked at BMO Family Office for three years and BNY Wealth Management for eleven years. 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 uses fundamental, technical, and cyclical analysis across various investment types and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Richard Gordon is a financial advisor at Citizens Private Wealth with 19 years of industry experience. He holds a Series 66 designation and has worked previously at firms including JP Morgan Chase Bank, First Republic Securities Company, Barclays Capital, and Lehman Brothers. He serves as a board member for the Libitzky Family Foundation. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes customized, long-term asset allocation within an open-architecture investment framework, offering discretionary and non-discretionary portfolio management alongside tax, estate structuring, and business consulting services.

David Raphael is a financial advisor at Klingenstein Fields Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Klingenstein Fields Advisors and Yieldstreet in previous roles. Klingenstein Fields Advisors provides discretionary portfolio management, financial planning, and related advisory services to individuals, high-net-worth families, trusts, foundations, endowments, and pooled investment vehicles, including private investment funds. The firm employs a team-based, fundamental research approach with a long-term orientation and serves as both a private fund adviser and sponsor.

Andrew Thompson is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. His prior roles include five years at Enso Wealth Management and fourteen years at Edward Jones. Outside of his advisory work, he is involved as an insurance agent with Highland Capital Brokerage, focusing on new insurance products for clients. Choreo, LLC provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm employs a centralized investment process centered on strategic asset allocation and diversified portfolios, offering a range of services such as portfolio management, financial planning, OCIO, and specialized consulting.