Alexander Chang is a ChFC® credentialed financial advisor at Lifeworks Advisors, LLC with six years of industry experience. Prior to joining Lifeworks in 2026, he worked at Northwestern Mutual for seven years and is involved in entrepreneurial activities with Cuppa SF and 365 Night Market. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, and portfolio management through a planning-based or risk-based investment approach that incorporates model strategies and technology tools.

Jonathan Smith is a CERTIFIED FINANCIAL PLANNER™ with 26 years of industry experience. He currently works at Ashton Thomas Securities, LLC and Ashton Thomas Private Wealth, LLC, having joined both firms in 2025. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Investments, and Merrill. 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 across multiple office locations, offering a range of investment management and financial planning services with various program structures and third-party sub-advisers.

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 Asset Management, LP, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Morgan Stanley, U.S. Bancorp Investments, Fidelity, and Wells Fargo, among others. He is based in San Francisco, CA. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and comprehensive financial planning services, employing a range of strategies that combine quantitative, fundamental, and tactical allocation techniques.

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 at One Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with One Capital since 2016. Prior to that, he hosted a radio program, MoneyTime with Kevin Boden, for 20 years. One Capital Management, LLC manages approximately $8.5 billion for individual and institutional clients, offering wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting. The firm emphasizes customized, globally balanced portfolios blending active large-cap equity with ETFs and fixed income, and serves as adviser to the FundX family of ETFs.

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 Series 65-licensed advisor with Redhawk Wealth Advisors, Inc. in Oakland, CA, and has eight years of industry experience. He previously worked at Hermes Econometrics for three years and has served as a principal and independent insurance agent at SIS Services since 2000. Outside of his advisory role, he remains active in independent insurance agency work. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment management approach combines strategic and tactical asset allocation across multiple asset classes, with portfolios reviewed weekly by an investment committee.

Dana Scheer is a CFP®, CFA®, and holds a Series 66 license with 29 years of industry experience. She has been with Bailard, Inc. since 1994 and previously worked at Bailard Fund Services, Inc. for 24 years. Bailard, Inc. provides wealth and asset management services to a diverse client base including high-net-worth individuals, institutional investors, and pooled investment vehicles. The firm employs an active, multi-asset investment approach that combines quantitative models, fundamental research, and qualitative judgment, and offers specialized strategies such as sustainable and impact investing.

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 19 years of industry experience. He holds a Series 66 designation and has worked previously at firms including JP Morgan Chase Bank, First Republic Securities Company, Barclays Capital, and Lehman Brothers. He serves as a board member for 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 emphasizes customized, long-term asset allocation within an open-architecture investment framework, offering discretionary and non-discretionary portfolio management alongside tax, estate structuring, and business consulting services.

Steven Minkoff is a CFP® with 37 years of industry experience, currently serving at NorthRock Partners, LLC since 2023. Prior to this, he worked at Ameriprise Financial Services, Inc. for 18 years. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a holistic investment approach emphasizing broad asset allocation, diversification, and integration of private market allocations, supported by AI tools and ongoing oversight.

David Raphael is a financial advisor at Klingenstein Fields Advisors with three years of industry experience. He has held positions at Klingenstein Fields Advisors since 2019, with a two-year tenure at Yieldstreet and prior experience at The Solaris Group LLC. He holds Series 63 and Series 65 licenses. Klingenstein Fields Advisors manages approximately $4.7 billion for individuals, high-net-worth families, trusts, institutional clients, and pooled investment vehicles. The firm employs a combination of a closed-architecture core equity model portfolio and an open-architecture asset allocation framework, relying on team-based fundamental research and blending top-down and bottom-up analysis with a long-term investment approach.

Maria Pyatigorsky is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Laird Norton Wetherby Wealth Management, LLC. She has held various roles at Wetherby Asset Management since 2016 prior to her current position. LNW serves families and high-net-worth individuals by providing comprehensive wealth planning and investment management for related entities such as trusts, estates, foundations, and endowments. The firm employs disciplined strategic asset allocations with global diversification and a core-satellite approach, integrating manager due diligence, tax-aware portfolio placement, alternative investments, and impact-investing options where appropriate.

Becky Kuang is a financial advisor at Robertson Stephens with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including JP Morgan Chase and First Republic Investment Management. Kuang is based in San Francisco, CA. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, planning services, and employs a range of investment strategies overseen by an in-house investment office.

Jack Tiffin is a financial advisor at Brighton Jones LLC in San Francisco, holding a Series 65 designation. He has been with Brighton Jones since 2026 and has prior experience in various roles outside the financial industry, including positions at educational institutions and hospitality businesses. Brighton Jones provides wealth management and financial planning services to individuals, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, tax preparation, real estate consulting, and family office support, supported by an affiliated ecosystem that includes private investment fund management and trust services.

Sean Kyle is a CFP® professional with 9 years of industry experience, currently serving at Plancorp, LLC since 2015. Based in San Francisco, CA, he is part of a multi-team firm comprising 52 advisors. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with a range of wealth management, investment management, financial planning, and tax preparation services. The firm uses a Modern Portfolio Theory-based investment process guided by documented Investment Policy Statements, offering both discretionary and non-discretionary management alongside third-party adviser due diligence and tax-aware portfolio actions.