Mark Patzer is a financial advisor at Compound Planning, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Miracle Mile Advisors, Karp Capital Management Corporation, and Boyd Wealth Management. Outside of finance, Patzer is involved with Visual Display Specialists, a CCTV monitor distribution and sales firm, where he serves as Sales Manager. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process and integrates a range of strategies and technology partnerships to support portfolio oversight.

Jonathan Smith is a CERTIFIED FINANCIAL PLANNER™ with 26 years of industry experience. He currently works at Ashton Thomas Securities, LLC and Ashton Thomas Private Wealth, LLC, having joined both firms in 2025. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Investments, and Merrill. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion across multiple office locations, offering a range of investment management and financial planning services with various program structures and third-party sub-advisers.

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 Asset Management, LP, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Morgan Stanley, U.S. Bancorp Investments, Fidelity, and Wells Fargo, among others. He is based in San Francisco, CA. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and comprehensive financial planning services, employing a range of strategies that combine quantitative, fundamental, and tactical allocation techniques.

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.

Kevin Boden is a financial advisor at One Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with One Capital since 2016. Prior to that, he hosted a radio program, MoneyTime with Kevin Boden, for 20 years. One Capital Management, LLC manages approximately $8.5 billion for individual and institutional clients, offering wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting. The firm emphasizes customized, globally balanced portfolios blending active large-cap equity with ETFs and fixed income, and serves as adviser to the FundX family of ETFs.

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.

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.

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.

Steven Minkoff is a CFP® with 37 years of industry experience, currently serving at NorthRock Partners, LLC since 2023. Prior to this, he worked at Ameriprise Financial Services, Inc. for 18 years. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a holistic investment approach emphasizing broad asset allocation, diversification, and integration of private market allocations, supported by AI tools and ongoing oversight.

Maria Pyatigorsky is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Laird Norton Wetherby Wealth Management, LLC. She has held various roles at Wetherby Asset Management since 2016 prior to her current position. 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 employs disciplined strategic asset allocations with global diversification and a core-satellite approach, integrating manager due diligence, tax-aware portfolio placement, alternative investments, and impact-investing options where appropriate.

Marc Orourke is a financial advisor at Financial Gravity Family Office Services, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Paulson Investment Advisors LLC and Freedom Investment Management, Inc. since 2023. Financial Gravity Family Office Services, LLC delivers tailored financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of strategies using fundamental, technical, and cyclical analysis and frequently utilizes third-party sub-advisors and model portfolios while maintaining ongoing client oversight.

Becky Kuang is a financial advisor at Robertson Stephens with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including JP Morgan Chase and First Republic Investment Management. Kuang is based in San Francisco, CA. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, planning services, and employs a range of investment strategies overseen by an in-house investment office.

Jack Tiffin is a financial advisor at Brighton Jones LLC in San Francisco, holding a Series 65 designation. He has been with Brighton Jones since 2026 and has prior experience in various roles outside the financial industry, including positions at educational institutions and hospitality businesses. Brighton Jones provides wealth management and financial planning services to individuals, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, tax preparation, real estate consulting, and family office support, supported by an affiliated ecosystem that includes private investment fund management and trust services.

Sean Kyle is a CFP® professional with 9 years of industry experience, currently serving at Plancorp, LLC since 2015. Based in San Francisco, CA, he is part of a multi-team firm comprising 52 advisors. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with a range of wealth management, investment management, financial planning, and tax preparation services. The firm uses a Modern Portfolio Theory-based investment process guided by documented Investment Policy Statements, offering both discretionary and non-discretionary management alongside third-party adviser due diligence and tax-aware portfolio actions.

Christopher Hauswirth is a financial advisor at Laird Norton Wetherby Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wetherby Asset Management for 25 years. LNW serves families and high-net-worth individuals, providing wealth planning and investment management for entities such as trusts, estates, foundations, and endowments. The firm uses a disciplined strategic asset allocation process with global diversification and a core-satellite approach, incorporating manager due diligence, tax-aware portfolio placement, alternative investments, and impact-investing options.

Mark Ackerman is a financial advisor at Perigon Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at PM Wealth Management, LLC and Prager Metis CPAs, LLC. In addition to his advisory role, he owns and operates Ackerman & Associates, an accounting firm specializing in tax preparation and bookkeeping. Perigon Wealth Management provides 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 clients’ objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.

Jeremy Pond is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in San Francisco, CA. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2009 to 2018 before joining Brighton Jones. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm uses a whole-balance-sheet approach and offers discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support, supported by a distinctive affiliated ecosystem including a trust company and private investment management subsidiaries.

Eric Stern is a financial advisor at SVB Wealth with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including City National Bank and Morgan Stanley. Stern is based in San Francisco, CA. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers and operates as a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Company.