Zachary Talus is a financial advisor at Burling Wealth Partners in San Francisco, CA, with one year of industry experience. He holds a Series 65 designation and has prior work experience at Apple Inc., MIT, and Boeing. Outside of advising, he manages manufacturing operations for iPads at Apple Inc. Burling Wealth Partners is an SEC-registered advisory firm serving individuals, family offices, trusts, estates, private foundations, corporations, and qualified retirement plans. The firm offers comprehensive financial planning and investment management with a client-centered, long-term investment approach that includes a variety of asset classes and external manager oversight.

Kevin Gray is a CFP® professional with 27 years of industry experience. He has been with Lodestar Private Asset Management LLC since 2009. Lodestar provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans. The firm employs a tactical asset allocation strategy combining passive and active investments, focusing on long-term holdings and tax considerations in taxable accounts, and manages approximately $1.34 billion in assets across five advisors.

Selma Hackett is a financial advisor at Capital Advantage, Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at J.P. Morgan Chase Bank and Kids Country. Capital Advantage, Inc. serves individual and high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary investment management and financial planning services. The firm uses a combination of fundamental and technical analysis and employs a team-based approach with multiple advanced professional credentials.

Tessa Sternberg is a financial advisor at One Wealth Advisors, LLC in San Francisco, holding a Series 65 designation with two years of industry experience. Prior to joining One Wealth Advisors in 2022, she worked at Newsela from 2019 to 2022. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans with comprehensive wealth management and financial planning. The firm employs a primarily long-term investment approach, utilizing diversified portfolios including mutual funds, ETFs, bonds, and alternatives, and offers advisory services through a team of 11 professionals.

Christopher Winkler is a financial advisor with Aspirean Wealth, LLC in Mill Valley, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America Inc. for over a decade. Outside of advisory, he is involved in periodic life insurance sales through Legacy Advisors Agency. Aspirean Wealth serves individuals, high net worth clients, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement consulting. The firm emphasizes long-term, asset-allocation-driven strategies using broadly diversified, passively managed funds and integrates third-party money managers in client portfolios.

Zachary Wolf is a financial advisor at Boltwood Capital Management with 10 years of industry experience. He holds a Series 65 credential and has worked at Boltwood Capital Management since 2015. Boltwood Capital Management is an employee-owned, SEC-registered investment adviser serving individuals, families, estates, foundations, endowments, and other institutions. The firm offers discretionary and non-discretionary portfolio management and financial planning, emphasizing a long-term, cycle-aware investment approach guided by a written Investment Policy Statement.

John Baker is a financial advisor at Atlas Capital Advisors Inc. with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Delta Investment Management, LLC and BCW Securities LLC. Outside of finance, he serves as president and a board member of Solari Estate Vineyards, a winery in Calistoga, California. Atlas Capital Advisors is an independent, privately owned investment adviser serving individuals, high-net-worth families, family offices, pension plans, trusts, foundations, and other institutions through discretionary wealth management and tax-aware portfolio management. The firm employs a combination of fundamental, technical, and quantitative analysis with various investment instruments and typically manages portfolios on a separately managed account basis.

Erwan Collobert is a financial advisor with Transatlantique Private Wealth LLC and holds a Series 65 designation. He has industry experience beginning in 2026 and previously worked for Banque Transatlantique Luxembourg for nine years. His background also includes positions at Credit Agricole and a period of extended travel. Transatlantique Private Wealth serves primarily high-net-worth individuals and private entities, managing about $879 million in assets across roughly 400 client relationships. The firm focuses on cross-border portfolio management and asset allocation, using a proprietary investment process that combines macro analysis with fundamental and technical research.

Leslie Krampert is a financial advisor at Atlas Capital Advisors Inc. in San Francisco, CA, holding a Series 65 designation with four years of industry experience. Prior to joining Atlas Capital Advisors in 2021, Leslie worked at Meridian Financial from 2018 to 2021. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and other entities with discretionary portfolio management and family office services. The firm uses evidence-driven methods combining fundamental, technical, and quantitative analysis, managing tax-aware portfolios with a focus on total-portfolio asset allocation.

Joyce Moe is a financial advisor at Castle Rock Wealth Management, LLC with 29 years of industry experience. She holds a Series 63 designation and has worked with firms including J.W. Cole Financial and Financial Advisers of America. In addition to her advisory role, Moe serves as a special education teacher and is a board member of the Senior Advocacy Network, a nonprofit organization assisting seniors with legal needs. Castle Rock Wealth Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities through portfolio management, financial planning, and retirement plan consulting. The firm manages client accounts using a range of securities and strategies, including options and borrowing, and serves over 2,000 clients across six offices.

John Roberson is a financial advisor at 1919 Investment Counsel, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with 1919 since 2018, following six years at Rand & Associates. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm constructs customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and third-party resources, and operates as a wholly-owned subsidiary of Stifel Financial Corp.

Elaina Serotte is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2018. Prior to this, she worked at Golub Group from 2014 to 2018. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations by offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, and independent managers, integrating technology for tax-efficient rebalancing and utilizing adviser-only investment vehicles.

David Hultman is a financial advisor at Summit Trail Advisors, LLC in San Francisco, holding Series 63 and Series 65 licenses with 23 years of industry experience. His prior work includes roles at BancWest Investment Services and Bank of the West from 2011 to 2023, followed by a position at LPL Financial. He is also associated with Summit Trail Securities, LLC as a registered representative. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, offering services such as discretionary and non-discretionary portfolio management, financial planning, family office services, and outsourced chief investment officer consulting.

Aneta Palica is a Series 66-licensed financial advisor with one year of industry experience, currently with Infinity Financial Services Advisory. Prior to joining the firm, she held roles at Unilever, Akzonobel, BNP Paribas, and State Street. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients through a team of 35 advisors. The firm serves individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that includes various analytic techniques and both long- and short-term trading strategies.

Teresa Greenip is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience, currently advising at Aspiriant, LLC in San Francisco. She has been with Aspiriant since 2019 and previously worked at Mosaic Financial Partners and iStar. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, and family office services. The firm offers customized investment programs and expanded family office capabilities, including accounting, banking support, and specialized consulting beyond typical advisory offerings.

Angela Hager is a CFP®, CFA®, and Series 65 licensed advisor with 18 years of industry experience. She has been with Destination Wealth Management since 2010. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and various institutional entities. The firm employs a core-and-tactical allocation approach supported by thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Alison Diessner is a financial advisor with NorthRock Partners, LLC in San Francisco, holding Series 63 and Series 66 designations and 13 years of industry experience. Her prior roles include positions at Ameriprise, Ashfield Capital Partners, and Hall Capital Partners. NorthRock Partners offers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and integration of private market allocations, supported by AI tools and ongoing human oversight.

Alyssa Morris is a financial advisor at Freestone Capital Management, LLC with 13 years of industry experience. She previously worked at Parallel Advisors, LLC for seven years before joining Freestone in 2022. Alyssa holds Series 63 and Series 65 licenses. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with about $14.5 billion in assets under management. The firm utilizes a combination of internally managed model portfolios, third-party sub-advisers, and alternative investments to build diversified portfolios with a focus on downside risk, providing both discretionary and non-discretionary services to individuals and institutions.

John Lundin is a financial advisor at KCM Investment Advisors with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KCM Investment Advisors since 2000. KCM Investment Advisors serves individual and institutional clients, including high-net-worth individuals and corporate pensions, providing discretionary portfolio management and integrated financial planning. The firm manages about $6.0 billion in discretionary assets using a customized, fundamental and quantitative investment approach.

Dale Schroeder is a financial advisor with NewEdge Wealth in San Francisco, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining NewEdge Wealth and NewEdge Securities in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2011 to 2023. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers a range of advisory services, including wealth strategy, financial planning, and portfolio management, with a focus on asset allocation and investor behavior across various investment approaches.