Elizabeth Cacanindin is a financial advisor at Coppell Advisory Solutions LLC with four years of industry experience. She has operated Elizabeth M. Cacanindin, Inc. since 2003, where she is also licensed as an insurance agent specializing in Accident & Health and Life insurance. Coppell Advisory Solutions LLC, doing business as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm employs an open-architecture investment platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to manage client portfolios.

Michael Thomas is a financial advisor with Advisor Resource Council, holding Series 63 and 65 licenses and six years of industry experience. He previously worked at Falcon Point Capital, LLC for 18 years. Thomas serves as a partner, senior portfolio manager, and director of research at AIQ Asset Management, where he is involved in portfolio selection, strategy, and analysis. Advisor Resource Council is a multi-team SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with fundamental analysis to offer a variety of model and separately managed account strategies, along with custom investment solutions tailored to client objectives.

Charles Strickler is a financial advisor with Concorde Asset Management, LLC in San Francisco, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, J.P. Morgan Securities, UBS Financial Services, and Lehman Brothers. Outside of his advisory work, Strickler is involved in family businesses including a pizza restaurant and a car wash, and serves on the finance subcommittee of the Headland Center for the Arts. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using model-based strategies and serves as an overlay manager with integration across multiple platforms.

Nancy Corrigan is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. She has been with The Strategic Financial Alliance, Inc. since 2005. Outside of her advisory role, she owns Beacon College Funding Solutions, Inc., which assists parents in obtaining need-based financial aid for college students. The Strategic Financial Alliance, Inc. provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm operates multiple portfolio programs and supports participation in third-party manager platforms, managing a majority of assets on a non-discretionary basis.

Tyler Brooks is a financial advisor at Perigon Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Insight Wealth Strategies, LPL Financial, and Ameritas. Outside of his advisory role, he is also an insurance agent and the owner of SamoaBound, LLC. 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 formal annual reviews.

Samuel Pun is a financial advisor at Freestone Capital Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Scharf Investments and Sonen Capital LLC. He has been with Freestone Capital Management since 2019. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in regulatory assets for around 2,783 clients through 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a multi-manager investment approach focused on diversification and downside risk management across equities, fixed income, and private strategies.

Michael Mckean is a financial advisor at Infinity Financial Services Advisory with 37 years of industry experience. He holds a Series 63 designation and has been with Infinity Financial Services Advisory since 2020, following four years at Infinity Financial Services. He is also the owner of NorCal Benefit Solutions, a health and life insurance business. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. 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 including technical and fundamental analysis and strategies incorporating mutual funds, ETFs, options, and complex products.

Arend Warmerdam is a financial advisor with SVB Wealth LLC in San Francisco, holding Series 63 and Series 65 licenses and five years of industry experience. His prior experience includes roles at Fisher Investments, Whittier Trust Company, and Silicon Valley Bank. Outside of his advisory work, Warmerdam manages a small family farm business and serves on the boards of several nonprofit organizations focused on youth development and sports. 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 uses a combination of fundamental, quantitative, and technical analysis, supported by an Investment Committee, and selects third-party managers through a documented due diligence process.

Tiffany has nearly 25 years of experience helping clients navigate the complexities of their financial planning lives. A Certified Financial Planner™ and fiduciary, she spent nearly 20 years as a financial advisor with Fidelity Investments. Throughout her career, Tiffany developed a deep expertise in financial planning and a talent for connecting with clients and translating complex financial decisions into thoughtful, actionable strategies. She has primarily worked with entrepreneurs, executives, tech professionals, professors, and other financial professionals - people who are often highly accomplished in their own fields but may not have the time or desire to navigate every aspect of their financial lives on their own. Over time, Tiffany became passionate about changing the conversation around wealth. She believes wealth is about more than investments, retirement, or a number on a statement. It is about what that wealth can make possible - for your life, your family, your choices, your aspirations, and potentially future generations. Rather than simply helping clients answer, "Will I have enough to retire?" she encourages them to think bigger: What do you want your wealth to accomplish? What matters most to you? And how can your financial decisions support the life you want to live? That philosophy ultimately led her to found TLM Transformative Wealth, LLC in 2026. Tiffany created the firm to provide clients with comprehensive advice across all aspects of their financial lives, combining sophisticated financial planning and investment management with a deeper conversation about what wealth means to them and how they want it to shape their future. As a fiduciary firm, TLM Transformative Wealth is committed to putting clients' interests first and providing advice that is aligned with their goals, values, and evolving lives.

Matthew Lau is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Robertson Stephens Wealth Management, where he has worked since 2022, and has held prior roles at Fortune Financial Services and LFS Asset Management. Outside of his advisory work, Lau volunteers as a financial literacy presenter for a nonprofit organization. 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 discretionary and non-discretionary portfolio management, planning services including tax and estate planning, and uses a combination of in-house model portfolios, third-party managers, and sub-advisors supported by an internal investment committee.

Cheryl Keilman is a financial advisor at RBC Securities, Inc. with seven years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank and BMO Harris Private Bank. Outside of her advisory role, she is a landlord of a rental property in Chicago. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a bank parent, providing clients access to various asset allocation strategies and custodial services.

Christopher Cummock is a financial advisor at Parallel Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including O'Donnell Financial Group, Tri Coast Capital, and Tamalpais Asset Management. In addition to his advisory role, he is the founder and principal of Waterfall Prospectus Investors, a consulting business focused on startup and angel investing. 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 leveraging fundamental, technical, and cyclical analysis, offering access to independent managers and a range of asset classes.

Antoine Piron is a financial advisor at Compound Planning, Inc. with 19 years of industry experience. He previously worked at Transatlantique Private Wealth LLC, Quasar Distributors, LLC, and Osterweis Capital. Antoine holds Series 63 and Series 65 licenses and is based in San Francisco, CA. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional advisory services. The firm uses risk-based model allocations tailored to client goals and combines long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

Lydia Walz is a CFP® professional with five years of industry experience. She has worked at Aspiriant, LLC since 2018 and previously spent two years at Principled Solutions. Lydia is based in San Francisco, CA. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management along with wealth planning, family office services, and specialized consulting, employing a customized investment approach that includes a range of asset allocation strategies and investment vehicles.

Kevin Moran is a financial advisor at International Assets Investment Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2017. Moran is also the president and sole owner of Elevate Private Wealth Group, LLC. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using a range of investment vehicles and may implement strategies via third-party money managers and wrap programs.

Anna Yu is a financial advisor at Certuity, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at First Republic Securities Company, LLC for eight years before joining Certuity in 2023. Certuity manages approximately $3.30 billion and provides investment advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, and pooled investment vehicles. The firm employs a long-term, buy-and-hold investment approach that combines fundamental and quantitative analysis with an emphasis on asset allocation and diversification.

Jeanette Reinhard is a financial advisor at Robertson Stephens with 21 years of industry experience. She holds a Series 66 designation and has been with various Robertson Stephens entities since 2014. Outside of her advisory role, she serves as Chairman of the Investment Committee and Treasurer of The Phi Beta Kappa Society, a nonprofit organization overseeing its endowment assets. 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, managing over $7 billion in client assets as of December 31, 2024.

Sheila Rabaut is a CFP® professional with nine years of industry experience, currently serving as an advisor at BakerAvenue. She previously worked at Waypoint Wealth Partners and has been involved since 2013 as a consultant and Treasurer/Secretary to the Rabaut Family Foundation, where she manages charitable organization due diligence and asset allocation. BakerAvenue Asset Management is a multi-team SEC-registered wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management, financial planning, and family office services, employing a range of strategies that blend quantitative, fundamental, and tactical allocation tools.

Gerry Oconnell is a financial advisor at BakerAvenue with eight years of industry experience. He holds a Series 65 designation and previously worked at Moskowitz LLP and Half Dome Wealth Management. Prior to joining BakerAvenue, he operated a consulting sole proprietorship for nine years. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management, financial planning, family office services, and specialized strategies that combine quantitative, fundamental, and tactical allocation methods.

Gerald Luff III is a financial advisor at BakerAvenue with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Veridi Capital and Banc of America Investment Services. Outside of his advisory role, he owns and operates a property management business. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management along with financial planning, family office services, and alternative investments, using a range of quantitative and fundamental strategies that include tactical adjustments and selective use of options and hedging.