April Antonio is a CFP® professional affiliated with Aspiriant LLC in San Francisco, CA, with one year of industry experience. She has been with Aspiriant since 2016 in various roles. 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 emphasizes customized investment programs and expanded family office capabilities, including accounting and banking support.

Steven Herzog is a CFP® with 25 years of industry experience, currently serving at Laird Norton Wetherby Wealth Management, LLC. He was previously with Wetherby Asset Management for 18 years. Herzog holds Series 63 and Series 65 licenses and is based in San Francisco, CA. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s approach centers on customized investment policy statements and a strategic asset-allocation framework that includes global diversification, active manager due diligence, and selective use of alternative investments.

Todd Wellnitz is a financial advisor with Legacy Wealth Management, LLC, based in Alameda, CA. He has one year of industry experience and has been with Legacy Wealth Management since 2024. Prior to this, he has been involved with Wellguard Insurance Solutions, Inc. since 2010. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and planning through a multi-team platform, emphasizing tailored strategies and continuous account monitoring.

Daniel Cassell is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He has been with BakerAvenue since 2015, currently serving in their San Francisco office. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. clients, often under discretionary mandates. The firm employs a multi-strategy investment approach combining fundamental, quantitative, and technical analysis with tactical asset allocation across various named strategies.

Sean Figueroa is a CFP® and CFA® with 13 years of industry experience, currently serving at Evergreen Capital Management LLC since 2017. Prior to this, he worked at Cypress Wealth Advisors and CIBC Private Wealth Advisors, Inc. He is based in San Francisco, CA. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and pension and retirement plans. The firm uses a Dynamic Asset Allocation process and an ETF‑focused approach called Right Cycle Investing, combining multiple analytical methods and artificial intelligence, with portfolio decisions made by independent committees.

Bridget Mc Guire is a financial advisor at Parallel Advisors, LLC with a Series 65 credential and three years of industry experience. Prior to joining Parallel Advisors, she worked at Deloitte Consulting for three years. 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 multi-strategy investment approach incorporating fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for portfolio management and tax-efficient rebalancing.

Paul Clark is a financial advisor with 19 years of industry experience, currently with 1919 Investment Counsel, LLC. He holds Series 63 and Series 65 licenses and has previously worked at Washington Crossing Advisors LLC, Ziegler Capital Management, LLC, and Stifel Nicolaus & Co Inc. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, and pension plans. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and a range of supportive operational relationships through its affiliation with Stifel Financial Corp.

Ka Lai Ng is a financial advisor with Citizens Private Wealth and holds the Series 66 designation. Ng has six years of industry experience, with prior roles at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Bank and its affiliated entities. Outside of advising, Ng provides in-home supportive services for a child. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term asset allocation approach within an open-architecture framework, offering primarily discretionary portfolio management alongside non-discretionary recommendations.

Alexander Flagg is a financial advisor at Brighton Jones LLC in San Francisco, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Brighton Jones, he spent ten years at Hewlett Packard Enterprise. Brighton Jones offers wealth management and financial planning services to individual, high-net-worth, and family-office clients, employing a whole-balance-sheet approach and discretionary investment authority to implement asset allocation. The firm provides a range of services including portfolio management, tax preparation, real estate consulting, and family office administrative support through multiple operating brands.

Michael Watson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at BPM Wealth Advisors, LLC. His prior work includes roles at Valmark Advisers, Inc. and Independent Financial Group, LLC. BPM Wealth Advisors serves individual clients, including high-net-worth individuals, as well as corporations, trusts, estates, and charitable foundations, providing financial planning, pension consulting, asset management, and insurance consulting. The firm manages approximately $49.9 million on a discretionary basis and employs a mix of passive and active strategies, focusing on manager selection and portfolio oversight.

Michelle Durgy is a financial advisor at KCM Investment Advisors with 11 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining KCM in 2017, she worked for City/County San Francisco and Fieldman, Rolapp Financial Services, LLC. KCM Investment Advisors serves a diverse client base including high-net-worth individuals, retirees, corporate pensions, foundations, and endowments. The firm offers discretionary portfolio management and integrated financial planning, using customized allocations and a combination of fundamental, quantitative, and macro/cyclical analysis.

Caleb Dupree is a financial advisor at Ashton Thomas Private Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model that integrates discretionary and non-discretionary portfolio management across multiple asset classes, utilizing mutual funds, ETFs, independent managers, and specialized strategies.

Christopher Broderick is a Series 65-licensed advisor with Parallel Advisors, LLC in San Francisco, California. He has 10 years of industry experience and has been with Parallel Advisors since 2014. 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 fixed income, mutual funds, ETFs, and independent managers, incorporating technology platforms for tax-efficient rebalancing and held-away account management.

Ann Lucchesi is a CFP® professional with 26 years of experience in wealth management. She is currently with SVB Wealth LLC and First Citizens Investor Services, having previously worked at firms including RBC Capital Markets and Parallel Advisors, LLC. Outside her advisory role, she is a partner at Corporate Equity Services, LLC, where she provides consulting and administrative support part-time. SVB Wealth LLC serves a range of clients including high net worth individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, using a structured due diligence process to select and monitor third-party managers and delivering investment advice primarily through its investment adviser representatives.

Stephanie Wei is a financial advisor with Ashton Thomas Private Wealth and holds Series 63 and Series 65 credentials. She has 23 years of industry experience, including prior roles at Bank of America, Merrill Lynch, and Wells Fargo Securities. Ashton Thomas Private Wealth serves individual and institutional clients, providing discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting. The firm employs a diverse investment approach, including mutual funds, ETFs, independent managers, and alternative strategies, and operates the Amplify Platform for program management and model design.

Simon Baker Jr. is a financial advisor at BakerAvenue with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Veridi Capital, LLC and Simonbaker & Partners LLC. He has been with Baker Avenue Asset Management, LP since 2004. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth clients, and institutional clients, typically on a discretionary basis. The firm employs multiple named strategies combining tactical allocation, quantitative analysis, and fundamental research, and offers services including tax and estate planning, philanthropy, and concentrated stock management.

Zachary Perry is a CFA® charterholder with 11 years of industry experience. He has worked at Robertson Stephens Wealth Management, LLC since 2020 and previously held positions 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 advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets.

David Leitao is a CFP® with eight years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC since 2017. He previously worked at Huckleberry Capital Management and spent over two decades at San Francisco State University. Outside of advising, he manages a small vacation rental business. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and tax-aware vehicles, often utilizing institutional third-party managers and maintaining unique governance and service arrangements for a firm of its size.

Sergio Fernandez is a CFP® certificant with 19 years of industry experience. He is currently an advisor at BPM Wealth Advisors, LLC and has previously worked at Valmark Advisers, Inc., Valmark Securities, Inc., Independent Financial Group, LLC, and Linsco Private Ledger. Outside of financial advising, he assists with managing a Uhaul rental dealer operation associated with his family’s business. BPM Wealth Advisors serves individual clients, including high-net-worth individuals, as well as corporations, trusts, estates, and charitable foundations. The firm focuses on financial planning, pension consulting, asset management, and insurance consulting, using a combination of passive and active strategies and relying on third-party money managers for security selection and trading.

Michael Tideman is a CFP® and CFA® with 10 years of industry experience. He is currently with BakerAvenue, where he has worked since 2021. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, LLC. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, offering portfolio management, financial planning, family office services, and estate and philanthropy planning. The firm employs a blend of fundamental, quantitative, and technical analysis with tactical asset allocation across multiple named strategies.