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.

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.

Adam Stoeppler is a financial advisor with B. Riley Wealth Advisors, Inc. in San Francisco, CA, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. He previously worked at National Securities Corporation for seven years before joining B. Riley Wealth Management and B. Riley Wealth Advisors in 2022. B. Riley Wealth Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporate clients, offering various investment programs and managing approximately $4.21 billion in assets through a team of about 173 advisors.

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.

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.

Haroon Sattari is a financial advisor with RBC Securities, Inc., holding a Series 66 credential and 12 years of industry experience. He has worked at RBC Securities since 2019, following six years at Citigroup Global Markets and CitiBank, N.A. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm utilizes an affiliated sub-advisor to manage portfolios with mutual funds, ETFs, SMAs, and individual securities, and is integrated within a broader financial services group affiliated with a bank parent and related entities.

Michael Pearce is a financial advisor with RBC Securities, Inc. in San Francisco, CA, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. His prior roles include positions at City National Securities, E*TRADE Capital Management, Bank of the West, Ameriprise, 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, with investment management delegated to its affiliated sub-advisor, RBC Rochdale. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer, leveraging its affiliation with a broader financial services group that includes banking, trust, municipal advisory, and pension consulting services.

Matthew Kennedy is a financial advisor with Parallel Advisors, LLC in San Francisco, CA, holding Series 63, Series 65, and Series 66 designations and having 12 years of industry experience. He has been with Parallel Advisors since 2014. 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 a range of investment strategies across asset classes and incorporates technology platforms for portfolio management and tax-efficient rebalancing, alongside offering fiduciary services through an affiliated trust company.

Carolyn Barnette is a CFP® and CFA® with 12 years of industry experience. She currently works at Freestone Capital Management, LLC and previously spent 13 years at BlackRock. Outside of her advisory work, she serves as co-treasurer for the African Library Project and treasurer for the Los Perales PTA, contributing to both nonprofit governance and local school initiatives. Freestone Capital Management is a wealth management firm overseeing approximately $14.5 billion for about 2,900 clients through a team of 61 advisors. The firm offers discretionary and non-discretionary portfolio management alongside financial planning services, employing a blend of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Dev Gupta is a CFP® credentialed financial advisor with 18 years of industry experience. He is currently with Perigon Wealth Management, LLC and Fair Capital, Inc., where he serves as Chief Executive Officer of the fintech firm. Prior to these roles, he spent 10 years at Merrill Lynch, Pierce, Fenner & Smith, Inc. Gupta is also a licensed insurance agent involved in insurance sales. 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 constructs portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting formal annual reviews.

John Lauritano is a financial advisor at Ashton Thomas Private Wealth with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Stepstone Group LP. Outside of his advisory role, he assists part-time with technology support for a family technology sales business. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a platform model utilizing a range of investment strategies and sub-advisers, including proprietary affiliates and third-party managers.

Shannon Stone is a CFP® with 18 years of experience in the financial services industry. She is currently with Parallel Advisors, LLC and has previously worked at Griffin Black, Inc., DHR Investment Counsel Ltd, Ameriprise, Citigroup Global Markets, and Alamo Capital. Parallel Advisors serves individuals—including high-net-worth clients—as well as business entities, retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a diverse investment approach that includes fundamental, technical, and cyclical analysis across various asset classes.

Frederick Molfino Jr. is a financial advisor with Parallel Advisors, LLC in San Francisco, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Sanctuary Securities, LLC and Three Bridge Wealth Advisors, LLC. 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’s investment management approach includes allocations across fixed income, mutual funds, ETFs, and independent managers, employing fundamental, technical, and cyclical analysis, along with strategies such as covered-call options.

Sonia Khaki is a CFA® charterholder at BakerAvenue with two years of industry experience. Prior to joining BakerAvenue in 2024, she worked at Redhill Hill School for six years. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, offering portfolio management across multiple strategies as well as financial planning, family office services, and estate and philanthropy planning. The firm employs a combined fundamental, quantitative, and technical investment approach and includes tactical asset allocation and various named strategies in its process.

Alina Bocu is a financial advisor at Jordan Park Group LLC with ChFC® and Series 66 credentials and two years of industry experience. She previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, First Republic Bank, UBS, Nordea Bank, and Loeb, Block & Partners LLP. Jordan Park Group LLC serves primarily high-net-worth individuals, families, trusts, estates, and philanthropic organizations, managing multi-million dollar portfolios through discretionary portfolio management, sub-advisor oversight, and family office services. The firm applies customized investment guidelines, includes ESG considerations when requested, and employs alternative strategies alongside tax-aware and opportunistic rebalancing.