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.

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.

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.

Erika De La Rosa Hennessey is a financial advisor at 1919 Investment Counsel, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with 1919 since 2018, following four years at Rand & Associates. 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, foundations, pension plans, and public entities. 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 collaborative relationships within Stifel Financial Corp. affiliates.

Alexander Chang is a financial advisor at Lifeworks Advisors, LLC with six years of industry experience. He holds the ChFC® designation and Series 65 and Series 63 licenses. Prior to joining Lifeworks Advisors, he worked at Northwestern Mutual for seven years. Outside of his advisory work, he is involved with Cuppa SF and 365 Night Market. Lifeworks Advisors serves a diverse clientele including individuals, trusts, charitable organizations, retirement plans, and businesses, providing wealth management, financial planning, and retirement plan advisory services. The firm integrates a planning-based tranche framework with a risk-based investment approach, utilizing a variety of investment vehicles and employing quantitative and fundamental analysis supported by artificial intelligence tools alongside human oversight. Lifeworks is notable for its close operational ties to tax and accounting services and its proprietary technology platform that supports coordinated advisory and tax solutions.

Jonathan Smith is a financial advisor at Ashton Thomas Securities, LLC with 25 years of industry experience. He holds the CFP® designation and a Series 66 license. Prior to joining Ashton Thomas in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors for a combined 14 years. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors and offers multiple investment program structures including wrap and non-wrap offerings, managed ETFs, and separately managed accounts.

Matthew Torkelson is a financial advisor at Perigon Wealth Management, LLC in San Francisco, holding Series 65 and Series 66 designations with five years of industry experience. His previous roles include positions at Burleson & Company, LLC, AXA Advisors, and Redwood Credit Union. 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 focuses on individualized portfolio construction with regular monitoring and is notable for servicing banking and thrift institutions while managing wrap-fee programs and overseeing sub-advisor relationships.

Michael Dunn is a financial advisor with BakerAvenue in San Francisco, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior work includes positions at Morgan Stanley and U.S. Bancorp Investments. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth, and institutional clients, focusing on discretionary management. The firm employs a range of named strategies that combine tactical allocation, quantitative analysis, and fundamental research, and offers services such as tax and estate planning, philanthropy, and trustee oversight.

Christopher Dankworth is a financial advisor with Evergreen Capital Management LLC in San Francisco, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Evergreen since 2017 and previously worked at Cypress Wealth from 2012 to 2017. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices, providing discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation approach and proprietary programs such as Right Cycle Investing™, utilizing fundamental and macroeconomic research alongside artificial intelligence to guide investment decisions.

Kevin Boden is a financial advisor with One Capital Management, LLC in San Francisco, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at One Capital Management since 2016 and previously spent 15 years at Lincap Management Company. Additionally, he hosts a radio program called MoneyTime with Kevin Boden, which he has produced since 2000. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, retirement plan solutions, and acts as investment adviser to the FundX suite of ETFs, employing a globally balanced investment approach guided by macroeconomic assessment and fundamental research.

Lia Seara is a CFP® professional with 15 years of experience in financial advising. She currently works at Parallel Advisors, LLC and previously held roles at Osborne Partners Capital Management and Merrill. 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 including fixed income, mutual funds, ETFs, and independent managers, incorporating technology platforms to manage tax-efficient rebalancing and held-away accounts.

Caroline Burns is a financial advisor at Parallel Advisors, LLC with a Series 65 designation and five years of industry experience. Her prior work includes roles at Net-Results Marketing Automation and Colorado College. 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 across fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for tax-efficient portfolio management and held-away account consolidation.

Yu Chen is a CFP® professional with 13 years of experience in financial advising. He is currently with Infinity Financial Services Advisory and has previously worked at Alden Capital, Eagle Strategies, and New York Life insurance among others. Outside of his advisory role, Yu Chen is the owner of MYZ Financial & Insurance Services and serves as CFO of Forte Tools Inc, a wholesale distributor of industrial products. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses, providing portfolio management, financial planning, and pension consulting. The firm employs a variety of investment strategies, including long- and short-term trading and options, and integrates advisory services with affiliated broker-dealer and insurance activities.

Steven Burke is a financial advisor at RedHawk Wealth Advisors, Inc. based in Oakland, CA, holding a Series 65 designation with seven years of industry experience. Prior to joining RedHawk, he worked at Hermes Econometrics for three years and has served as a principal and independent insurance agent at SIS Services since 2000. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, utilizing a structured investment committee process and third-party risk assessment tools to guide decisions.

David Mar is a Series 65-licensed financial advisor at Arete Wealth Advisors, LLC with 42 years of industry experience. He has been with Arete Wealth Management since 2009 and also works as a licensed insurance agent specializing in life, disability, and health insurance. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Kenneth Millman is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC. He previously worked at BMO Family Office for three years and BNY Wealth Management for eleven 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 uses fundamental, technical, and cyclical analysis across various investment types and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Richard Gordon is a financial advisor at Citizens Private Wealth with 18 years of industry experience. He holds a Series 66 credential and previously worked at JP Morgan Chase Bank and First Republic Securities. He serves as a board member of the Libitzky Family Foundation. 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, open-architecture investment approach with predominantly discretionary portfolio management and offers a range of services including tax and estate structuring and business consulting for multigenerational families and closely held businesses.

Steven Minkoff is a CFP® professional with 36 years of industry experience. He has worked at NorthRock Partners since 2023 and was previously with Ameriprise Financial Services, Inc. for 18 years. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and periodic rebalancing, offering services that include financial planning, portfolio management, and personal office support.