Alison Diessner is a financial advisor with NorthRock Partners, LLC in San Francisco, holding Series 63 and Series 66 designations and 13 years of industry experience. Her prior roles include positions at Ameriprise, Ashfield Capital Partners, and Hall Capital Partners. NorthRock Partners offers 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 that includes broad asset allocation, diversification, and integration of private market allocations, supported by AI tools and ongoing human oversight.

Alyssa Morris is a financial advisor at Freestone Capital Management, LLC with 13 years of industry experience. She previously worked at Parallel Advisors, LLC for seven years before joining Freestone in 2022. Alyssa holds Series 63 and Series 65 licenses. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with about $14.5 billion in assets under management. The firm utilizes a combination of internally managed model portfolios, third-party sub-advisers, and alternative investments to build diversified portfolios with a focus on downside risk, providing both discretionary and non-discretionary services to individuals and institutions.

Dale Schroeder is a financial advisor at New Edge Wealth with 20 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Wells Fargo Clearing and AllianceBernstein L.P. He joined New Edge Wealth in 2023. New Edge Wealth primarily serves ultra-high-net-worth individuals, family offices, foundations, and other institutional clients. The firm offers a range of advisory services focused on asset allocation and investor behavior, combining independent managers, model strategies, and proprietary investment solutions with AI-assisted analytics and human oversight.

Jason Beccaris is a financial advisor with Parallel Advisors, LLC in San Francisco, holding a Series 65 designation and 18 years of industry experience. He has been with Parallel Advisors since 2009. 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 multi-faceted investment approach that includes fundamental, technical, and cyclical analysis, using a range of asset types and technologies for portfolio management and tax-efficient rebalancing.

Jodi Angelo is a financial advisor at Trillium Asset Management in San Francisco, CA, with seven years of industry experience. She has been with Trillium Asset Management since 2014. Trillium Asset Management provides discretionary portfolio management to individuals, trusts, pension plans, charitable institutions, endowments, and other institutional clients. The firm combines bottom-up fundamental analysis with integrated ESG research and active ownership, offering equity, fixed-income, and balanced strategies while serving as sub-adviser to registered and non-U.S. investment companies.

Stephanie Cooper is a Certified Financial Planner (CFP®) with 11 years of industry experience. She has been with Parallel Advisors, LLC since 2013. 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 variety of investment strategies including fundamental, technical, and cyclical analysis across multiple asset classes, and incorporates technology platforms for tax-efficient portfolio management.

Frederick Linkner is a CFA® charterholder with eight years of experience at Parallel Advisors, LLC. He previously worked for sixteen years at Rosenblum Siverman Sutton SF Inc. in San Francisco, CA. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, and independent managers, incorporating fundamental, technical, and cyclical analysis along with options strategies.

Archana Turaga is a financial advisor at Summitry, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Aspiriant LLC, Yellow Brick Road Financial Advisors LLC, and Carlton Pace Wealth Management. Summitry serves individuals and high-net-worth clients, as well as trusts, pension and profit-sharing plans, and investment companies. The firm uses a research-driven, bottom-up investment approach combining internally managed core strategies with independent managers and alternative approaches, while also advising a registered mutual fund.

Nicholas Mc Innis is a CFA® charterholder with nine years of industry experience. He is currently with BakerAvenue Asset Management in San Francisco, where he has worked in various roles since 2016. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management alongside financial planning, family office services, and a range of investment strategies that combine quantitative, fundamental, and tactical approaches.

Stephen Biggs is a CFP® and CFA® professional with 16 years of industry experience. He has worked at The Mather Group, LLC since 2022 and previously spent ten years at Hc Financial Advisors, Inc. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities with integrated financial planning, investment management, tax, and estate planning services. The firm uses an evidence-based investment approach, incorporating risk-based allocation models and tax-synchronized portfolio construction, along with customizable options such as direct indexing and ESG factor portfolios.

Hannah Kim is a financial advisor at BakerAvenue with Series 65 and Series 63 licenses. She has been in the industry for three years, with prior experience at Sand Hill Global Advisors LLC and earlier roles at BakerAvenue. 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 support such as concentrated stock management and alternative investments, using a range of strategies that combine quantitative and fundamental approaches.

Robert Falconer is a CFP®-designated financial advisor with 13 years of industry experience. He currently serves at Jordan Park Group LLC in San Francisco and has prior experience with EP Wealth Advisors, Bessemer Investor Services, Bessemer Trust, Fisher Investments, and Summitry. Jordan Park Group LLC advises primarily high-net-worth individuals, families, trusts, estates, and philanthropic organizations with multi-million dollar portfolios. The firm offers discretionary portfolio management, family office services, and integrates customized investment approaches including ESG considerations, alternative strategies, and tax-aware rebalancing.

Glenn Davis is a CFA® charterholder with 30 years of industry experience, currently serving at Bailard, Inc. since 1991. He previously worked at Bailard Fund Services, Inc. from 1991 to 2018. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm employs an active multi-asset approach combining quantitative models, fundamental research, and qualitative judgment, with offerings in sustainable and impact investing, and serves as both a sub-adviser and a manager of affiliated pooled vehicles.

Doug Couden is a CFA® charterholder and holds a Series 63 license with 14 years of industry experience. He has worked at BakerAvenue Asset Management since 2012 and spent two years at Veridi Capital, LLC. He is based in San Francisco, CA. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and a range of financial planning and family office services, employing a mix of quantitative, fundamental, and tactical allocation strategies across various named investment approaches.

Rong Gao is a CFP® professional with over 25 years of experience in the financial industry. She has worked at BNY Mellon for 24 years before joining Core Planning, LLC in 2026. Gao is based in San Francisco, CA. Core Planning provides fee-only financial planning and wealth management services primarily for individual and high-net-worth clients, along with ERISA 3(21) retirement-plan advisory services for qualified plans. The firm uses a combination of third-party model portfolios and rule-based rebalancing tools to tailor investment strategies according to client objectives and risk tolerance.

Michael Graziano is a CFP® professional with 23 years of experience in financial advisory services. He has worked at Laird Norton Wetherby Wealth Management, LLC since 2024 and previously spent over two decades at Wetherby Asset Management. He holds Series 63 and Series 65 licenses. LNW serves families and high-net-worth individuals by providing comprehensive wealth planning and investment management for trusts, estates, foundations, and endowments. The firm employs a disciplined investment approach with global diversification, combining third-party managers, ETFs, mutual funds, and select individual securities, while integrating tax-aware strategies, alternative investments, and impact investing options.

Michael Faust is a CFA® charterholder with 24 years of industry experience. He has been with Bailard, Inc. since 2008, including five years in his current role. His career spans positions within Bailard Fund Services, Inc. outside of their asset management platform. Bailard provides wealth and asset management services to both individual and institutional clients, employing an active, multi-asset approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base that includes high-net-worth individuals, endowments, foundations, and pension plans, and offers sustainable and impact investing options upon request.

Joseph Ghidossi is a CFP® professional with 16 years of experience in financial advising. He currently works at Threadline Wealth and previously held roles at Moss Adams Wealth Advisors LLC and Charles Schwab. Threadline Wealth provides wealth management, financial planning, and investment consulting services to a broad range of clients including individuals, families, business owners, and institutional clients. The firm employs a core-and-satellite investment approach with diversified allocations, integrating quantitative and qualitative due diligence and specialized strategies such as options-based hedging and tax-aware investing.

James Vandevoorde is a financial advisor at Summitry, LLC with 30 years of industry experience. He holds the Series 65 designation and previously worked at Vantage Wealth for 33 years before joining Summitry in 2026. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other investment advisers. The firm emphasizes a research-driven, bottom-up investment approach and offers discretionary portfolio management, financial planning, model equity strategies, third-party manager selection, and advisory services to a registered mutual fund.

Mc Clain Marks is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Concorde Asset Management and Concorde Investment Services since 2023. Marks is also associated with Sequent Real Estate + Wealth Management and has experience in the coffee industry through his involvement with Sodoi Coffee Tasting House. 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 builds individualized portfolios using asset-allocation and model-based strategies across proprietary and third-party platforms.