Rohit Mansukhani is a CFA® charterholder and Series 63 licensed advisor with one year of industry experience. He is currently with Summitry, LLC in Foster City, CA. His prior experience includes roles at Corient Services LLC, Aspiriant, LLC, and ICONIQ Capital. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies. The firm uses a research-driven, bottom-up investment approach that combines internally managed core strategies with independent managers and alternative approaches, including a tax-smart 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.

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 a financial advisor at Ashton Thomas Private Wealth in San Francisco, holding Series 63 and Series 65 designations. She has over 20 years of industry experience, including roles at Banc of America Investment Services and First Citizens Bank. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, utilizing a platform that combines discretionary and non-discretionary portfolio management with access to third-party managers and a range of investment strategies.

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.

Jackson Sendell is a CFP® and holds a Series 65 license, currently with LNW in San Francisco, CA. He has two years of industry experience, including prior roles at California Financial Advisors and Praetorian Wealth Management, Inc. Sendell previously spent ten years in full-time education. 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 a disciplined strategic asset allocation with global diversification and a core-satellite approach, integrating manager due diligence, tax-aware portfolio placement, alternative investments, and impact-investing options where appropriate.

Jordan Arreola is a financial advisor at Empirical Wealth Management in San Francisco, holding a Series 65 designation with two years of industry experience. Prior to joining Empirical, he worked at Quadriga Partners and has held various roles in both academic and automotive sectors. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm employs a multi-asset, Modern Portfolio Theory-based investment approach and offers a range of services including discretionary investment management, financial planning, tax preparation, retirement-plan consulting, and 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.

Roger Escobar is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at JPMorgan Chase Bank and J.P. Morgan Securities, as well as prior work with Infinity Financial Services. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients, offering portfolio management, financial planning, adviser selection, and pension consulting. The firm employs a multi-method investment approach that incorporates technical and fundamental analysis, modern portfolio theory, and both long- and short-term trading strategies across various investment products.

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.