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 Certified Financial Planner (CFP®) with six years of industry experience. He is currently an advisor at Empirical Wealth Management, where he has worked since 2024. Prior to this, he spent four years with Fisher Investments. Empirical Wealth Management serves a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory approach using a range of asset classes and offers comprehensive services, including investment management, financial planning, tax preparation, and estate-planning referrals, alongside affiliated insurance and real estate brokerage businesses.

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 financial advisor at RBC Securities, Inc. with two years of industry experience. She holds the Series 66 designation and has prior work experience 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. The firm integrates portfolio management with a broad financial services group affiliated with a bank parent, offering services that include financial planning, discretionary investment management, and custodial features.

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.

Diana Dessonville is a financial advisor at Bailard, Inc. with 37 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Bailard since 1983, including 30 years at Bailard Fund Services, Inc. Bailard 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 a multi-asset diversification strategy that integrates quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options upon request.

Grace Cavenaugh is a financial advisor at LNW with three years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Janney Montgomery Scott LLC and THE Vanguard Group, Inc. Grace’s background also includes service with the Jesuit Volunteer Corps. LNW serves families and high-net-worth individuals, providing wealth planning and investment management for related entities such as trusts, estates, foundations, and endowments. The firm employs a disciplined strategic asset allocation process with global diversification and a core-satellite approach, integrating tax-aware portfolio placement, alternative investments, and impact investing where appropriate.

La Shaun Howard is a financial advisor at SVB Wealth with five years of industry experience. She holds the Series 66 and Series 63 designations and has worked at SVB Wealth LLC and affiliated entities since 2015. Outside of her advisory role, she operates Bay Area Notary Services, providing notary services in the Bay Area. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients with wealth management, financial planning, and retirement plan advisory services. The firm employs a documented due diligence process for selecting third-party managers and is a wholly owned subsidiary of First-Citizens Bank & Trust Company.

John Bernabei is a CFP® with 11 years of industry experience. He has worked at Robertson Stephens Wealth Management since 2020 and previously held roles at Seaplane Partners, LLC and Vine Street Wealth Management, LLC. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advisor guidance with centrally developed model portfolios and oversight by an Investment Office and Committee, offering access to public and private funds including hedge funds and private equity.

Arthur Ambarik is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Perigon Wealth Management, LLC since 2013. He holds a Series 66 designation and is based in San Francisco, CA. Perigon Wealth Management offers 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 tolerances, utilizing sub-advisors or turnkey asset management programs when appropriate, and maintains institutional relationships with multiple custodial platforms.

Stephanie Roncal is a financial advisor at Bailard, Inc. with 18 years of industry experience. She holds a Series 65 credential and has worked at Wells Fargo Investment Institute and Wells Fargo Private Investment Advisors prior to joining Bailard in 2021. Bailard, Inc. provides wealth and asset management services to both individual and institutional clients, offering financial planning and discretionary portfolio management across multi-asset and single-asset strategies. The firm emphasizes active multi-asset diversification using quantitative models, fundamental research, and qualitative judgment, and serves a broad client base that includes high-net-worth individuals, endowments, foundations, pension plans, registered investment companies, and sovereign wealth funds.

Bohan Liu is a CFA® charterholder at Empirical Wealth Management with four years of industry experience. He previously worked at Fisher Investments for three years and Caida Securities for nine years. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans with fee-based investment management and financial planning services. The firm employs a Modern Portfolio Theory approach using diversified model portfolios and also offers alternative-strategy investments and affiliated real estate, insurance, and estate-planning services.

Alexander Leitzes is a financial advisor with Summitry, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Fisher Investments and JP Morgan Securities LLC. Since 2020, he has been with Summitry, headquartered in Foster City, CA. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies. The firm employs a research-driven, bottom-up investment approach that combines internally managed equity strategies with independent managers and alternative approaches, offering discretionary portfolio management, financial planning, and advisory services to its registered mutual fund.

John Podesto is a CFP®-designated financial advisor with 17 years of industry experience. He is currently affiliated with ValMark Advisers, Inc. and has previously worked at LPL Financial and Independent Financial Group, LLC. Outside of his advisory role, he is an officer and director of LEOZO DREAMS, LLC, a financial consulting business. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm’s investment approach emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, supported by proprietary platforms and third-party programs.

Mary Ballin is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Perigon Wealth Management, LLC. She previously worked at Private Ocean and Mosaic Financial Partners, Inc. during her career. 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 offers discretionary portfolio management and oversight of unaffiliated sub-advisors, with a focus on individualized portfolio construction based on clients’ goals, time horizon, and risk tolerance.

Evan Jones is a financial advisor at Parallel Advisors, LLC with 10 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Scharf Investments and BNY Mellon. 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 including fundamental, technical, and cyclical analysis, and integrates technology platforms for portfolio management and tax-efficient rebalancing.

Steven Epstein is a financial advisor at Independence Square Holdings, LLC with five years of industry experience. He has worked previously at Lowery Thomas, LLC and Heffernan Investment Advisors, Inc. Outside of his advisory role, Epstein is a minority investor and employee at Entefy Inc., an AI software development startup where he contributes to finance, sales operations, and human resources. Independence Square Holdings serves individuals, retirement plans, and institutional clients by providing financial planning, portfolio management, and pension consulting services. The firm utilizes a blend of customized and model portfolios along with third-party solutions and integrates extensive digital tools and platforms in its investment approach.

Allison Uozumi is a financial advisor at Summitry, LLC with a Series 65 designation and less than one year of industry experience. Her prior work includes roles at John Cabot University, Roche, and Roam Artisan Burgers. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and occasionally investment companies and other advisers. The firm uses a research-driven, largely bottom-up investment process combining internally managed core strategies with independent managers and alternative approaches, and also acts as adviser to a registered mutual fund.

Anthony Orozco is a financial advisor at Infinity Financial Services Advisory in Oakland, CA, holding a Series 66 designation. He has one year of industry experience, including prior roles at Alpha Innovation Partners and New York Life Insurance Company. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm offers portfolio management, financial planning, adviser selection, and pension consulting, utilizing a multi-method investment approach that incorporates various analytical techniques and complex investment products.