John Reising is a financial advisor at Gibbs Wealth Management, LLC with 19 years of industry experience. He holds a Series 63 designation and has previously worked at Brookstone Capital Management and operated his own firms, including Reising Financial Services, Inc. Outside of his advisory role, he is an owner and insurance agent involved in the sale of fixed annuities, fixed indexed annuities, and life insurance. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a combination of analytical approaches to guide investment allocations. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions in its client portfolios.

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.

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.

Eric Stern is a financial advisor at SVB Wealth with Series 63 and Series 66 designations and five years of industry experience. Prior to joining SVB Wealth in 2025, he worked at First Citizens Bank and First Citizens Investor Services since 2024, and spent eleven years at City National Bank. SVB Wealth serves a diverse client base including individuals, trusts, charitable organizations, family offices, corporations, and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs fundamental, quantitative, and technical analysis with a formal due-diligence process and offers both discretionary and non-discretionary investment management.

Zach Driscoll is a financial advisor with ValMark Advisers, Inc. in San Francisco, CA, holding his Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining ValMark, he was involved with BPM LLP and academic roles at Bemidji State University, St. Cloud State University, and the University of North Dakota. He is also the owner of Driscoll Goalie School LLC, which provides ice hockey goaltending instruction and consulting. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients through a broad network of representatives. The firm emphasizes diversified, goal-based portfolios and asset allocation using mutual funds, ETFs, and separate-account managers, with oversight from an investment committee and integration of third-party manager programs and strategist portfolios.

Emmanuel Pablo Jr. is a CFP® professional with 20 years of industry experience, currently affiliated with International Assets Investment Management, LLC. He previously worked at LPL Financial and spent 18 years at Patelco Credit Union. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers, offering customized portfolio management and financial planning.

Scott Kidd is a CFP® with 26 years of industry experience, affiliated with Bailard, Inc. since 1998. He also worked at Bailard Fund Services, Inc. for 20 years. Bailard provides wealth management and asset management services to a diverse range of individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm employs a multi-asset diversification strategy that combines quantitative models, fundamental research, and qualitative judgment, and offers sustainable, responsible, and impact investing options upon request.

Daniel Mckellar is a CFA® charterholder at Bailard, Inc. with 11 years of industry experience. He has been with Bailard in various capacities since 2011. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, employing an active multi-asset investment approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base including high-net-worth individuals, endowments, pension plans, and registered investment companies, and is noted for its affiliated pooled vehicles and sub-advisory roles in mutual funds.

Joseph Manglona is a financial advisor at Buck Wealth Strategies, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Madison Avenue Securities. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macro-environmental investment approach focused on tactical asset allocation and sector rotation, primarily implementing strategies through equities, ETFs, and fixed income.

Avi Crane is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes roles at Transamerica Financial Advisors and Debtmerica, among others. Crane is also involved with Alpha Innovation Partners, where he participates in the sales of traditional insurance products. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million across 642 clients with 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 charting, cyclical, fundamental, quantitative, and technical analysis alongside modern portfolio theory.

Timothy Rizzuti is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with BakerAvenue, having joined in 2026, and previously worked at Ameriprise and AssetMark Financial Holdings. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth clients, and institutional clients, employing multiple investment strategies that combine tactical allocation, quantitative analysis, and fundamental research to manage risk and pursue client objectives.

Thomas O'Keefe is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He is currently with SVB Wealth LLC, where he serves as Head of Investment Strategy. His prior experience includes roles at Silicon Valley Bank and affiliated entities. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to a diverse client base including individuals, trusts, foundations, corporations, and retirement plans. The firm employs a combination of fundamental, quantitative, and technical analysis, offering customized investment solutions and access to private fund opportunities.

Krista Conover is a financial advisor at SVB Wealth LLC with 11 years of industry experience. She holds a Series 65 designation and has been with SVB Wealth, formerly Boston Private Wealth LLC, since 2014. SVB Wealth serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using a range of investment strategies and conducts formal due diligence for manager selection.

Pietro Puducay is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding a Series 66 designation and six years of industry experience. He has been with Infinity Financial Services Advisory since 2020 and also worked at Robert Half in 2018. Outside of his advisory role, he serves as a durable power of attorney for a family member, acting as an agent if needed. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses with portfolio management, financial planning, and pension consulting. The firm employs a range of analytical methods and strategies, including both long-term and short-term trading, and offers access to mutual funds, ETFs, fixed income, annuities, and alternative products.

Matthew Dublin is a CFA® charterholder with seven years of industry experience. He currently works at True North Advisors, LLC and previously held positions at Blue Investment Partners LLC and Aptigon Capital, Citadel LLC. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and consulting services.

Robert Roesener is a CFP® with 10 years of industry experience, currently with Parallel Advisors, LLC since 2022. His prior roles include positions at Ameriprise Financial Services, Inc. and Wells Fargo Advisors. He is also registered as an independent insurance agent, a non-investment-related activity. 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 using fundamental, technical, and cyclical analysis across various asset classes and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Jason Shemtob is a CFP® professional with eight years of experience in the financial industry, currently serving as an advisor at Aspiriant, LLC. He has been with Aspiriant in various roles since 2016. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, family office, and specialty services. The firm offers customized investment programs using a variety of implementation options and supports clients with expanded family office capabilities, including accounting and banking services.

Christopher Moody is a financial advisor at Summitry, LLC with 16 years of industry experience. He holds a Series 65 credential and previously worked at Fisher Investments. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other advisers. The firm’s research-driven, bottom-up investment approach combines internally managed core strategies with independent managers and alternative investments, and it acts as adviser to a registered mutual fund.

Andrea Gandolfo is a financial advisor at Bailard, Inc. with 38 years of industry experience. He has held positions at Bailard, Inc. since 1981 and at Bailard Fund Services, Inc. from 1987 to 2018. He holds Series 63 and Series 65 designations. Bailard provides wealth management and asset management services to individual and institutional clients, offering financial planning and discretionary portfolio management across multi-asset and single-asset strategies. The firm uses a multi-asset diversification approach combining quantitative models, fundamental research, and qualitative judgment, and it offers sustainable and impact investing options for interested clients.

Michael Spohn is a financial advisor with Hilltop Securities Inc. in San Francisco, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory role, he assists with accounting, bookkeeping, and operational tasks in a family-owned business run by his wife, and he also serves as a notary public providing complimentary document notarization for clients and colleagues. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed account programs, financial planning, retirement-plan consulting, and annuity-based solutions. The firm operates an open-architecture platform featuring third-party and in-house investment strategies, custody, banking, and market-making capabilities, including a municipal bond lineup co-advised with Franklin Templeton Group.