Rebecca Douglass is a financial advisor at Ashton Thomas Private Wealth in San Francisco, holding Series 63 and Series 65 licenses. She has experience spanning over 20 years, including positions at Banc of America Investment Services, First Citizens Bank, and currently Ashton Thomas Private Wealth. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base, offering portfolio management, financial planning, and retirement-plan fiduciary consulting. The firm employs a multi-manager approach, utilizing mutual funds, ETFs, third-party managers, and specialized investment strategies through its Amplify Platform.

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.

Jordan Arreola is a financial advisor at Empirical Wealth Management in San Francisco, holding a Series 65 designation with one year of industry experience. Prior to joining Empirical Wealth Management, he worked at Quadriga Partners and held various roles in the automotive industry and academia. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and investors in a private pooled vehicle. The firm employs a Modern Portfolio Theory-based investment approach across multiple asset classes, offering diversified portfolios and alternative-strategy funds, along with 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 at Infinity Financial Services Advisory with 12 years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm serves individual and high-net-worth clients using a multi-method investment approach that includes charting, cyclical, fundamental, quantitative, and technical analysis, incorporating a variety of investment vehicles and trading styles.

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 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.

Grace Cavenaugh is a financial advisor at Laird Norton Wetherby Wealth Management with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Janney Montgomery Scott and The Vanguard Group. Before entering the financial industry, she was involved with the Jesuit Volunteer Corps and held multiple roles at Bryn Mawr College. Laird Norton Wetherby Wealth Management serves primarily high-net-worth individuals and families, offering comprehensive wealth planning and investment management. The firm emphasizes strategic asset allocation and global diversification, integrating active management and alternative investments while employing tools such as financial modeling and tax-aware strategies.

La Shaun Howard 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, Howard worked at SVB Investment Services Inc. and Silicon Valley Bank from 2015 to 2023, and also has experience with First Citizens Investor Services. Outside of advisory work, Howard operates Bay Area Notary Services, providing notary services in the region. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, offering wealth management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers and employs fundamental, quantitative, and technical analysis supported by an Investment Committee.

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.

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.

Mary Ballin is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Perigon Wealth Management, LLC. She previously worked at Private Ocean and Mosaic Financial Partners, Inc. during her career. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers discretionary portfolio management and oversight of unaffiliated sub-advisors, with a focus on individualized portfolio construction based on clients’ goals, time horizon, and risk tolerance.

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.

Herbert Brown is a financial advisor at Zacks Investment Management, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Zacks Investment Management and its affiliate Zacks & Company since 2006. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm employs a proprietary quantitative and qualitative investment process centered on earnings-estimate revisions and offers a range of strategies and products across retail, institutional, and third-party distribution channels.

Steven Epstein is a financial advisor at Independence Square Holdings, LLC with five years of industry experience. He has worked previously at Lowery Thomas, LLC and Heffernan Investment Advisors, Inc. Outside of his advisory role, Epstein is a minority investor and employee at Entefy Inc., an AI software development startup where he contributes to finance, sales operations, and human resources. Independence Square Holdings serves individuals, retirement plans, and institutional clients by providing financial planning, portfolio management, and pension consulting services. The firm utilizes a blend of customized and model portfolios along with third-party solutions and integrates extensive digital tools and platforms in its investment approach.

Anthony Orozco is a financial advisor at Infinity Financial Services Advisory in Oakland, CA, holding a Series 66 designation. He has one year of industry experience, including prior roles at Alpha Innovation Partners and New York Life Insurance Company. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm offers portfolio management, financial planning, adviser selection, and pension consulting, utilizing a multi-method investment approach that incorporates various analytical techniques and complex investment products.

William Barrett is a financial advisor at Parallel Advisors, LLC with credentials including Series 63 and Series 65 licenses. He has prior experience at BMO Family Office and BNY Mellon, spanning over a decade in the industry. 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 diverse investment approach utilizing fixed income, mutual funds, ETFs, independent managers, and options strategies, complemented by technology platforms for tax-efficient portfolio management and integration of held-away accounts.