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 financial advisor at Perigon Wealth Management, LLC with 10 years of industry experience. She holds the CFP®, PFS™, and Series 65 credentials. Her prior experience includes 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, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to clients’ objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs while maintaining oversight and conducting regular reviews.

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.

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.

La Shaun Howard is a financial advisor with SVB Wealth, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining SVB Wealth, Howard worked at Silicon Valley Bank and its affiliated entities from 2015 to 2023, and also at First Citizens Investor Services since 2023. Outside of advising, Howard is involved with Bay Area Notary Services, LLC, providing notary services in the Bay Area. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers and is affiliated with First-Citizens Bank & Trust Company and related entities.

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.

Mary Ballin is a CFP® professional with 26 years of experience in the financial advisory industry. She has worked at Perigon Wealth Management, LLC since 2020, following roles at Private Ocean and Mosaic Financial Partners, Inc. in San Francisco, CA. Perigon Wealth Management provides customized investment advisory and wealth management services to a range of clients including individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs while maintaining oversight of asset allocation and due diligence.

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 with Independence Square Holdings, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. Before joining Independence Square Holdings in 2025, he worked nine years at Lowery Thomas, LLC. Epstein is also a minority investor and employee at Entefy Inc., an AI software development startup focused on research, development, and sales. Independence Square Holdings, LLC provides investment advisory, financial planning, pension consulting, and portfolio management services to individuals, retirement plans, corporations, charitable organizations, and government entities. The firm employs a mix of fundamental, quantitative, technical, and modern portfolio theory approaches, combining in-house management with third-party selections and digital platforms to tailor client portfolios.

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.

Blaine Townsend is a financial advisor at Bailard, Inc. with 22 years of industry experience. He has held his current role at Bailard since 2016. Townsend holds Series 63 and Series 65 licenses. Bailard provides wealth and asset management services to both individual and institutional clients, offering financial planning and discretionary portfolio management through multi-asset and single-asset strategies. The firm employs an active, multi-asset diversification approach that integrates quantitative models, fundamental research, and qualitative judgment, and serves clients including high-net-worth individuals, endowments, foundations, and pension plans.

Clarice Nolet is a CFP® with 17 years of industry experience, currently serving as an advisor at Team Hewins, LLC since 2019. Prior to joining Team Hewins, she worked at Wealth Architects, LLC for four years and took a one-year sabbatical. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, charitable organizations, and employee benefit plans. The firm emphasizes a structured investment process led by an Investment Committee and offers specialized retirement plan services, managing approximately $3.43 billion in assets.

William Barrett is a financial advisor at Parallel Advisors, LLC with credentials including Series 65 and Series 63. He has prior experience at BMO Family Office and BNY Mellon, accumulating over a decade in the financial industry. Barrett is located in San Francisco, CA, and has been with Parallel Advisors since 2025. 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 across multiple asset classes and uses technology platforms to facilitate tax-efficient rebalancing and held-away account management.

Mehul Thakker is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and 24 years of industry experience. He has been with Vanderbilt Advisory Services since 2017 and previously worked at Financial West Group for 14 years. Thakker is also the owner of Empowered Investments, a DBA he has operated since 2016. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and utilizes the Betterment for Advisors platform, with an investment approach that combines strategic asset allocation and multiple forms of analysis tailored to client objectives.

Ghazaleh Ebrahimi is a financial advisor with Aegis Capital Corp. in San Francisco, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Stifel Nicolaus & Co. Inc for nine years before joining Aegis Capital Corp. Outside of her advisory role, she is involved as an agent and producer with a general insurance agency. Aegis Capital Corp. serves a mix of individual and corporate clients, providing investment advisory, asset management, financial planning, and brokerage services. The firm offers both discretionary and non-discretionary advisory relationships and is noted for its active broker-dealer operations alongside a range of financial services.