Maria Pyatigorsky is a CFA® charterholder with seven years of experience in wealth management. She is currently with Laird Norton Wetherby Wealth Management, LLC (LNW), where she has been since 2024. Prior to that, she held multiple roles at Wetherby Asset Management from 2016 to 2023. LNW provides comprehensive wealth planning and investment management primarily for high-net-worth individuals, families, and related entities such as trusts and charitable organizations. The firm employs a strategic asset allocation approach with global diversification and offers access to private funds, including renewable power vehicles, supported by discretionary portfolio management and operational tools like artificial intelligence.

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 eight years of industry experience, currently serving as an advisor at Plancorp, LLC since 2015. Based in San Francisco, CA, he is part of a multi-team firm with 52 advisors. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with services including wealth management, investment management, financial planning, pension consulting, succession planning, and tax preparation. The firm’s investment approach is based on Modern Portfolio Theory with documented Investment Policy Statements, offering both discretionary and non-discretionary management alongside tax-aware strategies and access to third-party advisers.

Christopher Hauswirth is a financial advisor at LNW with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Wetherby Asset Management for 25 years before joining Laird Norton Wetherby Wealth Management, LLC in 2024. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, global diversification, and coordination with outside professionals to address complex, multi-entity financial needs.

Mark Ackerman is a financial advisor at Perigon Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at PM Wealth Management, LLC and Prager Metis CPAs, LLC. In addition to his advisory role, he owns and operates Ackerman & Associates, an accounting firm specializing in tax preparation and bookkeeping. 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, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.

Jeremy Pond is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in San Francisco. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, N.A. He has been with Brighton Jones since 2018 in various capacities. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including its Personal CFO (PCFO) offering and OpenPlan. The firm employs a whole-balance-sheet approach and manages client assets across public and private investments, supported by an affiliated ecosystem that includes private investment funds, a trust company, and legal services.

Eric Stern is a financial advisor at SVB Wealth with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including City National Bank and Morgan Stanley. Stern is based in San Francisco, CA. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers and operates as a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Company.

Zach Driscoll is a financial advisor with ValMark Advisers, Inc. in San Francisco, CA, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he has been involved with ValMark Securities, BPM Wealth Advisors, and BPM LLP. Outside of finance, he owns and operates Driscoll Goalie School LLC, providing ice hockey goaltending instruction and consulting. ValMark Advisers offers investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach, utilizing mutual funds, ETFs, separate-account managers, and integrates third-party manager programs within its client solutions.

Avi Crane is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes roles at Transamerica Financial Advisors and Debtmerica, among others. Crane is also involved with Alpha Innovation Partners, where he participates in the sales of traditional insurance products. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million across 642 clients with a team of 35 advisors. 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 that includes charting, cyclical, fundamental, quantitative, and technical analysis alongside modern portfolio theory.

Timothy Rizzuti is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with BakerAvenue, having joined in 2026, and previously worked at Ameriprise and AssetMark Financial Holdings. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth clients, and institutional clients, employing multiple investment strategies that combine tactical allocation, quantitative analysis, and fundamental research to manage risk and pursue client objectives.

Karen Schmid is a CFA® charterholder with 13 years of industry experience. She is currently with RWA Wealth Partners and was previously with Moirai Wealth Management for 24 years. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and offers customized fixed income and cash management alongside internally managed strategies and tax preparation services.

Thomas O'Keefe is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He is currently with SVB Wealth LLC, where he serves as Head of Investment Strategy. His prior experience includes roles at Silicon Valley Bank and affiliated entities. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to a diverse client base including individuals, trusts, foundations, corporations, and retirement plans. The firm employs a combination of fundamental, quantitative, and technical analysis, offering customized investment solutions and access to private fund opportunities.

John Froley is a CFP® with 29 years of industry experience, currently serving as a financial advisor at NewEdge Wealth. His prior experience includes six years at First Republic Investment Management and nine years at First Republic Securities Company. Outside of his advisory role, he is involved in charitable and educational organizations, including serving as a voting member of the Froley Family Fund trustees and participating on the investment committees for the San Francisco Waldorf School and Huckleberry Youth Programs. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and employs a diversified investment approach that includes model strategies, third-party managers, proprietary solutions, and alternative investments.

Pietro Puducay is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding a Series 66 designation and six years of industry experience. He has been with Infinity Financial Services Advisory since 2020 and also worked at Robert Half in 2018. Outside of his advisory role, he serves as a durable power of attorney for a family member, acting as an agent if needed. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses with portfolio management, financial planning, and pension consulting. The firm employs a range of analytical methods and strategies, including both long-term and short-term trading, and offers access to mutual funds, ETFs, fixed income, annuities, and alternative products.

Curtis Elijah is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Empirical Wealth Management since 2024. He previously worked at Franklin Templeton Investments from 2018 to 2024 and at Private Wealth Partners from 2013 to 2017. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and offers a range of services including discretionary investment management, financial planning, tax preparation, and retirement-plan consulting.

Robert Roesener is a CFP® with 10 years of industry experience, currently with Parallel Advisors, LLC since 2022. His prior roles include positions at Ameriprise Financial Services, Inc. and Wells Fargo Advisors. He is also registered as an independent insurance agent, a non-investment-related activity. 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 using fundamental, technical, and cyclical analysis across various asset classes and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Jason Shemtob is a CFP® professional with eight years of experience in the financial industry, currently serving as an advisor at Aspiriant, LLC. He has been with Aspiriant in various roles since 2016. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, family office, and specialty services. The firm offers customized investment programs using a variety of implementation options and supports clients with expanded family office capabilities, including accounting and banking services.

Michael Spohn is a financial advisor with Hilltop Securities Inc. in San Francisco, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory role, he assists with accounting, bookkeeping, and operational tasks in a family-owned business run by his wife, and he also serves as a notary public providing complimentary document notarization for clients and colleagues. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed account programs, financial planning, retirement-plan consulting, and annuity-based solutions. The firm operates an open-architecture platform featuring third-party and in-house investment strategies, custody, banking, and market-making capabilities, including a municipal bond lineup co-advised with Franklin Templeton Group.

Douglas Moss is a financial advisor with ON Investment Management Company in Oakland, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Parallel Advisors, LLC and Edward Jones Investments, as well as running his own consulting business. ON Investment Management Company (ONIMCO) provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs and utilizes both discretionary and non-discretionary management approaches, serving a diverse client base including high-net-worth individuals.