Francois Marcoux is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Bailard, Inc. in Foster City, CA since 2016. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, using a multi-asset approach that combines quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base, including high-net-worth individuals, endowments, foundations, pension plans, and sovereign wealth funds.

Sonia Khaki is a CFA® charterholder at BakerAvenue with two years of industry experience. Prior to joining BakerAvenue in 2024, she worked at Redhill Hill School for six years. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, offering portfolio management across multiple strategies as well as financial planning, family office services, and estate and philanthropy planning. The firm employs a combined fundamental, quantitative, and technical investment approach and includes tactical asset allocation and various named strategies in its process.

Alina Bocu is a financial advisor at Jordan Park Group LLC with ChFC® and Series 66 credentials and two years of industry experience. She previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, First Republic Bank, UBS, Nordea Bank, and Loeb, Block & Partners LLP. Jordan Park Group LLC serves primarily high-net-worth individuals, families, trusts, estates, and philanthropic organizations, managing multi-million dollar portfolios through discretionary portfolio management, sub-advisor oversight, and family office services. The firm applies customized investment guidelines, includes ESG considerations when requested, and employs alternative strategies alongside tax-aware and opportunistic rebalancing.

Rafael Scroggins is a financial advisor with RBC Securities, Inc. based in San Francisco, CA. He holds a Series 66 designation and has 18 years of industry experience. His prior work history includes roles at City National Bank, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm is affiliated with a bank parent and offers integrated financial services including financial planning, portfolio management, and access to various investment vehicles through its advisory programs.

Rohit Mansukhani is a financial advisor at Summitry, LLC with CFA® and Series 63 designations. He has experience at several firms, including Aspiriant, LLC and ICONIQ Capital, before joining Summitry in 2026. Mansukhani has worked in the industry since 2016. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and occasionally investment companies and other advisers. The firm employs a research-driven, bottom-up investment approach combining internally managed strategies with independent managers and alternative methods, including a tax-smart 130/30 long/short strategy.

Tyler Patterson is a CFP®-certified financial advisor with nine years of industry experience, currently with Summitry, LLC. His prior experience includes roles at T. Rowe Price and Empower. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies, offering discretionary portfolio management, financial planning, model equity strategies, and third-party manager selection. The firm utilizes a research-driven, bottom-up investment process and manages both internally developed Core strategies and alternative approaches through independent managers.

Patrice Hornung is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Team Hewins, LLC. She has been with Team Hewins and its predecessor entities since 2015. 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 process is guided by an Investment Committee that builds model portfolios based on Modern Portfolio Theory and offers specialized retirement plan services.

Charles Woodward is an advisor at Integrated Advisors Network LLC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at San Francisco Sentry Investment Group, SF Sentry Securities, Inc., and Wells Fargo Advisors. Woodward serves on the boards of the San Francisco Maritime National Park Association and the Olympic Club Foundation. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis, long- and short-term allocations, and options strategies, often integrating third-party sub-advisers and managing client portfolios through discretionary and non-discretionary services.

Peter Mcneil is a financial advisor at Concorde Asset Management, LLC with 25 years of industry experience. He holds the Series 66 designation and has been with Concorde since 2018, following a decade at Independent Financial Group. In addition to his advisory role, he operates an insurance agency under the name McNeil & Associates and owns a tax preparation and planning business. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, financial planning, and access to third-party asset managers. The firm uses model portfolios and strategic asset allocation tailored to client objectives and risk tolerances, providing discretionary trading and ERISA retirement-plan advisory services.

Rebecca Douglass is an advisor at Ashton Thomas Private Wealth with a Series 65 and Series 63 designation. She has extensive industry experience, having worked at Banc of America Investment Services and Bank of America from 2004 to 2022, followed by First Citizens Bank until 2025. Rebecca joined Ashton Thomas Private Wealth in 2025. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a platform model with access to third-party managers and utilizes a range of investment strategies, including mutual funds, ETFs, and specialized products such as options and structured notes.

Gregory Gilbert is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding a Series 66 designation and 27 years of industry experience. He has worked with various entities within the Infinity Financial Services group since 2006. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a range of analytical methods and investment strategies, integrating advisory, broker-dealer, and insurance activities.

Jordan Arreola is a financial advisor at Empirical Wealth Management in San Francisco, holding a Series 65 designation with one year of industry experience. Prior to joining Empirical Wealth Management, he worked at Quadriga Partners and held various roles in the automotive industry and academia. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and investors in a private pooled vehicle. The firm employs a Modern Portfolio Theory-based investment approach across multiple asset classes, offering diversified portfolios and alternative-strategy funds, along with affiliated real estate, insurance, and estate-planning services.

Benjamin Orem is an Investment Advisor Representative at Concorde Asset Management, LLC with three years of industry experience. He has worked previously at First Republic Investment Management and First Republic Securities Company, among other firms. Orem also assists as a senior analyst at Sequent Real Estate & Wealth Management. 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 uses model portfolios and third-party strategists to build individualized portfolios and acts as an overlay manager, assuming discretionary trading and allocation responsibilities.

Margaret Petersen is a CFP® and holds a Series 66 license with eight years of industry experience. She currently works at Citizens Private Wealth in San Francisco, having previously been with J.P. Morgan and First Republic for a combined seven years. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering discretionary portfolio management alongside tax, estate, and business consulting services.

Gregory Hubbell is a CFP® professional with 44 years of experience in the financial services industry. He is currently with St. Bernard Financial Services, Inc. and has previously worked at Securities America Advisors, Foothill Securities, Inc., and operated his own business, G.H. Hubbell & Associates, since 1995. Outside of advisory services, he is involved in selling life, health, disability insurance, and fixed annuities through his own firm. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates by providing investment advisory and brokerage services, including portfolio management and financial planning. The firm employs a long-term, conservative growth strategy with tactical asset allocation, emphasizing low-cost, no-load funds and collaborative, largely non-discretionary account management.

Jason Dunbar is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Empirical Wealth Management, where he has worked since 2024. Prior to this, he was with Fisher Investments from 2020 to 2024, and earlier held positions at Brown Advisory and other firms. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering diversified investment management and financial planning services grounded in Modern Portfolio Theory. The firm operates several affiliated businesses, including residential real estate brokerage and insurance, and also manages private pooled investment vehicles, providing a range of integrated financial services.

Craig Bodden is a financial advisor at Arete Wealth Advisors, LLC in San Francisco, CA, holding a Series 66 designation with 26 years of industry experience. He has been with Arete Wealth Advisors and its predecessor, Arete Wealth Management, since 2009. Outside of his advisory role, he is a limited partner in a family limited partnership. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm primarily manages assets on a discretionary basis using both advisor-driven and proprietary model allocations, and it integrates affiliated financial businesses and third-party money managers in its service approach.

Denise Lee is a CFP®, PFS™, and Series 65-licensed financial advisor with 11 years of industry experience. She currently works at Perigon Wealth Management, LLC and previously held roles at Marrick Wealth, The AYCO Company, L.P., and Spectrum Capital Investment Group, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm specializes in discretionary portfolio management, oversight of sub-advisors and TAMPs, and administration of client accounts through a wrap-fee program.

Alexandra Callagher is a Series 66-licensed financial advisor with one year of industry experience. She is currently with RBC Securities, Inc. and has previously worked at City National Securities, First Republic Bank, and Fidelity Brokerage Services LLC. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. Investment management is delegated to an affiliated sub-advisor, RBC Rochdale, which implements portfolios using mutual funds, ETFs, SMAs, and individual securities within a discretionary, asset-based fee structure.

Thomas Mudge III is a CFA® charterholder with 26 years of industry experience. He has been with Bailard, Inc. since 1987 and served at Bailard Fund Services, Inc. from 1987 to 2018. Bailard provides wealth management and asset management services to both individual and institutional clients, employing a multi-asset, actively managed approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm also offers sustainable and impact investing options and manages affiliated pooled vehicles while serving as a sub-adviser to mutual funds.