John Lau is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with Robertson Stephens Wealth Management, LLC and has prior experience at Fortune Financial Services, Inc and LFS Asset Management, LLC. He serves as a director for FIAT, a nonprofit organization focused on financial aptitude training. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement and profit-sharing plans, managing $8.76 billion in assets. The firm offers discretionary and non-discretionary portfolio management along with comprehensive planning services, utilizing in-house model portfolios and third-party managers across a range of investment strategies.

Michael Conway is a financial advisor with SVB Wealth LLC, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. His career includes roles at Silicon Valley Bank, Boston Private Wealth LLC, and Merrill, with continuous tenure at SVB Wealth and affiliated entities since 2017. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a documented due diligence process to select and monitor third-party managers and operates as a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company.

Jack Zhao is a CFA® charterholder with two years of industry experience. He currently works at GC Wealth Management RIA, LLC and previously spent eight years at Summitry, LLC. His background also includes two years at Chicago Booth. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and occasionally investment companies and other advisers. The firm employs a research-driven, largely bottom-up investment approach and offers discretionary portfolio management, financial planning, model equity strategies, and third-party manager selection.

Sandra Bragar is a CFP® professional with 20 years of experience in financial advising, currently with Aspiriant, LLC in San Francisco. She has been with Aspiriant since 2008 in various roles and continues to serve clients through the firm. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers a range of wealth management services including discretionary investment management, wealth planning, family office services, and specialized consulting, supported by customized investment programs and a variety of implementation options.

Luke Hayes is a financial advisor at Team Hewins, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at State Street Global Advisors Trust Company, State Street Global Advisors Funds Distributors, Fidelity Brokerage Services, and Charles Schwab. Team Hewins advises individuals, families, trusts, business entities, charitable organizations, and retirement plans, offering investment advisory, financial planning, and retirement plan consulting. The firm employs an asset-allocation approach based on Modern Portfolio Theory and manages assets on both discretionary and non-discretionary bases, serving a diverse client base including state and municipal benefit plans.

Aaron Phillips is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Infinity Financial Services since 2016 and has also engaged in tax preparation through an affiliation with a tax services provider since 2015. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients through 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, fundamental and quantitative analysis, and the use of complex investment products such as options.

Hailun Zheng is a financial advisor at Jordan Park Group LLC with the ChFC® designation and two years of industry experience. Prior to joining Jordan Park Group in 2025, Zheng held positions at Savvy Wealth Inc, Fidelity Investments, J.P. Morgan Securities, and New York Life Insurance, among others. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals and families, as well as institutional clients such as charitable organizations and foundations. The firm employs a CIO-led investment team and committee approval process to implement customized investment policies across various account types and pooled investment vehicles.

Marsha Jong is a CFA® charterholder with 24 years of industry experience. She is currently an advisor at Empirical Wealth Management and previously worked at BlackRock Investments, LLC, and Barclays Global Investors. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based approach using diversified model portfolios across multiple asset classes and offers a range of financial planning, investment management, and affiliated real estate, insurance, and estate-planning services.

Brenda Simson is a financial advisor at Founders Financial Securities LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Transamerica Financial Advisors, Inc. and Visa Inc. She also works as an independent contractor writing and selling Medicare insurance policies. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients. The firm supports a broad network of advisors managing approximately $4.1 billion in client assets and offers multiple advisory platforms including managed portfolios, financial planning, and 1031 exchange consulting.

Courtney Horn is a financial advisor at NorthRock Partners, LLC with 23 years of industry experience. She holds a Series 66 designation and previously worked for 15 years at Ameriprise Financial Services, Inc. in San Francisco, CA. NorthRock Partners provides 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 emphasizing broad asset allocation, diversification, and periodic rebalancing, often utilizing independent managers and integrating private market allocations where appropriate.

Ryan Morris is a financial advisor at Freestone Capital Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Freestone Capital Management is a wealth management firm managing approximately $14.5 billion for about 2,900 clients through a team of 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and wealth management services, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Mikhail Saliba is a CFP® professional at Bailard, Inc. in Foster City, CA, with two years of industry experience. His work history includes multiple roles at Bailard and academic positions at the University of Colorado Boulder and Texas Christian University. Bailard provides wealth and asset management services to individual and institutional clients, employing a multi-asset, active investment approach that integrates quantitative models, fundamental research, and qualitative judgment.

Harriet Dower is a financial advisor at Citizens Private Wealth with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and First Republic Investment Management. 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 asset allocation within an open-architecture framework, offering discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Alec Winterhalter is a financial advisor at Jordan Park Group LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for two years. Jordan Park Group serves primarily high-net-worth individuals, families, related entities, and philanthropic organizations, managing multi-million dollar portfolios through discretionary portfolio management, sub-advisor oversight, and family office services. The firm employs a customized investment approach that includes alternative strategies and integrates ESG considerations when requested.

Christian Amsberry is a financial advisor with Titleist Asset Management, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. His previous roles include positions at Osaic FA, Bellwether Capital Management LLC, Wells Fargo Clearing, Merrill, and Wells Fargo Investments. He serves as a board member of the Brian D Stevens Foundation. Titleist Asset Management offers investment management, financial planning, and retirement-plan advisory services to individuals, trusts, qualified employee plans, and organizations. The firm employs a rules-based investing approach with customized portfolios overseen by an investment committee and integrates advisory, brokerage, insurance, tax, and accounting services within its platform.

Daniel Rozansky is a financial advisor at Robertson Stephens with 23 years of industry experience. He holds a Series 66 designation and has worked at various Robertson Stephens entities since 2014. Outside of his advisory role, he serves on the endowment investment committee of the Peninsula JCC, a community pool and fitness center. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing $8.76 billion in assets as of December 31, 2025. The firm offers customized asset allocation and portfolio management using various investment vehicles, including equities, fixed income, mutual funds, ETFs, options, and private funds, with oversight from its Investment Office and Committee.

Philip Hart is a financial advisor at Perigon Wealth Management, LLC in San Francisco, CA, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Perigon since 2004. 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, regularly monitors accounts, and may delegate investment management to independent managers while retaining oversight.

Stephen Sparolini is a financial advisor at Perigon Wealth Management, LLC with 17 years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for 18 years. 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 client objectives and risk tolerance, often delegating day-to-day investment management to independent managers while maintaining oversight and conducting regular reviews.

Christopher Barlow is a financial advisor at Sepio Capital, LP with 28 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Lombard Street Partners, LLC for 12 years before joining Sepio Capital in 2018. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, providing discretionary portfolio management, financial planning, and advisory services. The firm employs a combination of proprietary strategies and allocations to independent managers, focusing on fundamental analysis with a generally long-term investment approach.

David Hale is a CFP® professional with 24 years of industry experience, currently serving as a Wealth Advisor at Perigon Wealth Management, LLC and as a registered representative with Purshe Kaplan Sterling Investments. His prior experience includes six years at Avondale Partners, LLC. Outside of his advisory role, he serves as a director for Battle Creek Meadows Ranch, Inc., which focuses on timber and range management. 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 client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting regular reviews.