Rafael Scroggins is a Series 66-licensed financial advisor with 18 years of industry experience. He currently works at RBC Securities, Inc. and has prior experience at City National Bank, Wells Fargo Clearing, Wells Fargo Bank NA, Comerica Securities, and Wells Fargo Investments. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm is part of a broader financial services group affiliated with a bank and offers discretionary portfolio management via an affiliated sub-advisor using diversified asset allocation strategies.

Raymond Randolph is a financial advisor at KCM Investment Advisors with 12 years of industry experience. He holds a Series 63 designation and has been with KCM Investment Advisors since 2005. KCM Investment Advisors serves high-net-worth individuals, retirees, and institutional clients by providing discretionary portfolio management and integrated financial planning. The firm offers customized portfolio solutions combining equities, ETFs, and investment-grade fixed income, utilizing fundamental and quantitative analysis to guide asset allocation and trading strategies.

Ronald Murphy is a financial advisor with The Strategic Financial Alliance, Inc., holding the ChFC® and Series 63 designations and bringing 56 years of industry experience. He has been with The Strategic Financial Alliance since 2003 and has worked at LFA Holdings, Inc. dba Larkspur Financial Advisors since 1981. Murphy serves as a board member of SFA Holdings, Inc. and holds officer roles with his local homeowner association. The Strategic Financial Alliance serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, third-party manager selection, financial planning, and educational seminars, implementing customized strategies through co-advisory relationships and referrals to third-party asset managers.

Jessica Pincus is a financial advisor at Earned Wealth Advisors, LLC with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at firms including Fisher Investments and Forme Financial. Outside of her advisory role, she is an angel investor in Gaingels LLC, a diversity and inclusion-oriented venture capital fund. Earned Wealth Advisors serves individual and institutional clients, particularly physicians, dentists, and their practice employees, offering comprehensive financial planning, discretionary wealth management, and retirement plan consulting. The firm uses a range of independent investment managers and model portfolios, supported by tools like Monte Carlo analysis and automated tax-loss harvesting, and integrates with affiliated businesses across retirement planning, accounting, insurance, and publishing.

Charles Woodward is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 licenses and having 45 years of industry experience. His career includes roles at UBS Financial Services, Wells Fargo Clearing, and San Francisco Sentry Securities, among others. He serves on the boards of the San Francisco Maritime National Park Association and the Olympic Club Foundation. Integrated Advisors Network is an SEC-registered multi-team investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment approaches and frequently utilizes third-party sub-advisers while maintaining oversight and rebalancing client portfolios.

Peter Mcneil is a financial advisor at Concorde Asset Management, LLC with 25 years of industry experience. He holds the Series 66 designation and has been with Concorde since 2018, following a decade at Independent Financial Group. In addition to his advisory role, he operates an insurance agency under the name McNeil & Associates and owns a tax preparation and planning business. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, financial planning, and access to third-party asset managers. The firm uses model portfolios and strategic asset allocation tailored to client objectives and risk tolerances, providing discretionary trading and ERISA retirement-plan advisory services.

Rebecca Douglass is a financial advisor at Ashton Thomas Private Wealth in San Francisco, holding Series 63 and Series 65 designations. She has over 20 years of industry experience, including roles at Banc of America Investment Services and First Citizens Bank. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, utilizing a platform that combines discretionary and non-discretionary portfolio management with access to third-party managers and a range of investment strategies.

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.

Jackson Sendell is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Laird Norton Wetherby Wealth Management, California Financial Advisors, Praetorian Wealth Management, Inc., and Nia Impact Advisors. Prior to his financial advisory career, he spent ten years in full-time education. Laird Norton Wetherby Wealth Management (LNW) provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes strategic asset allocation, global diversification, and a core-satellite approach, offering customized investment policy statements and access to private funds and alternative investments.

Jordan Arreola is a financial advisor at Empirical Wealth Management in San Francisco, holding a Series 65 designation with two years of industry experience. Prior to joining Empirical, he worked at Quadriga Partners and has held various roles in both academic and automotive sectors. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm employs a multi-asset, Modern Portfolio Theory-based investment approach and offers a range of services including discretionary investment management, financial planning, tax preparation, retirement-plan consulting, and 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 with Infinity Financial Services Advisory in Oakland, CA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at JPMorgan Chase Bank and J.P. Morgan Securities, as well as prior work with Infinity Financial Services. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients, offering portfolio management, financial planning, adviser selection, and pension consulting. The firm employs a multi-method investment approach that incorporates technical and fundamental analysis, modern portfolio theory, and both long- and short-term trading strategies across various investment products.

William Henn is a CFP®-designated financial advisor with 26 years of industry experience. He has been with The Strategic Financial Alliance, Inc. since 2003. Outside of his advisory role, he is also a licensed life insurance agent through Dempsey Services Insurance Agency. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm employs both in-house portfolio management and third-party manager platforms, serving a broad client base including high-net-worth individuals.

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 financial advisor at RBC Securities, Inc. with two years of industry experience. She holds the Series 66 designation and has prior work experience 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. The firm integrates portfolio management with a broad financial services group affiliated with a bank parent, offering services that include financial planning, discretionary investment management, and custodial features.

La Shaun Howard is a financial advisor at SVB Wealth with five years of industry experience. She holds the Series 66 and Series 63 designations and has worked at SVB Wealth LLC and affiliated entities since 2015. Outside of her advisory role, she operates Bay Area Notary Services, providing notary services in the Bay Area. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients with wealth management, financial planning, and retirement plan advisory services. The firm employs a documented due diligence process for selecting third-party managers and is a wholly owned subsidiary of First-Citizens Bank & Trust Company.

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.