Linda Beck is a CFA® charterholder and holds a Series 65 license, with 13 years of industry experience. She has been with Bailard, Inc. since 2012. Bailard provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals, endowments, and pension plans. The firm employs a multi-asset, active investment approach that integrates quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options.

Andrew Rand is a CFP® with 25 years of industry experience, currently serving as an advisor at 1919 Investment Counsel, LLC, where he has worked since 2018. Prior to joining 1919, he spent six years at Rand & Associates. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and AI inputs.

Bradford Stimpson is a financial advisor with NorthRock Partners, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at Parkside Advisors LLC and Summit Financial Group. Outside of his advisory role, he has been involved with Berkeley High-School Crew for three years. 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 the use of independent managers, integrating private market investments and leveraging AI tools alongside human review.

Nicholas Bucklin is a CFA® charterholder affiliated with Freestone Capital Management, LLC, with four years of industry experience. He has worked at Freestone since 2021 and previously spent 13 years at Franklin Templeton Investments. Outside of his advisory role, Bucklin serves as president of the board for the Montana Land Reliance Foundation, a land conservation nonprofit. Freestone Capital Management is a wealth management firm overseeing approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, combining internally managed portfolios, third-party sub-advisers, and alternative investments with an emphasis on diversification and downside risk management.

Bonnie Bakalar is a financial advisor at Sepio Capital, LP with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill from 2005 to 2017 before joining Sepio Capital in 2017. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisory services. The firm employs a combination of proprietary strategies and allocations to independent managers, using fundamental analysis with a generally long-term orientation while allowing for shorter-term trading to meet client needs.

Nikolaus Kazarian is a financial advisor with The Wealth Consulting Group in San Ramon, CA, holding the Series 66 designation and two years of industry experience. His prior experience includes roles at Mariner Independent and LPL Financial LLC, as well as a background in marketing at Pereira and O'dell and Swirl Mcgarry Bowen. The Wealth Consulting Group is an SEC-registered firm serving individual, corporate, retirement plan, and trust clients through discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies across active and passive investments, model portfolios, and algorithm-driven offerings, supported by legal and implementation resources and partnerships with major custodial platforms.

Catherine Mendoza is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management since 2019. Mendoza also owns and operates a bookkeeping and accounting business and serves as director of a small business capital referral service. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, using quantitative models and an active, model-driven investment approach primarily focused on mutual funds and ETFs.

Andrew Hamilton is a CFP®-certified financial advisor with 14 years of industry experience, currently serving at Aspiriant, LLC since 2012. He holds the Series 63 designation and is based in San Francisco, CA. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services. The firm offers customized investment programs using a variety of implementation options and integrates accounting, tax, and estate planning as part of its comprehensive wealth services.

Richard Torres is a CFP® affiliated with BakerAvenue in San Francisco, CA, with two years of industry experience. He has prior experience at EP Wealth Advisors and eMoney Advisor. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth clients, and institutions, using multiple investment strategies that combine tactical allocation, quantitative analysis, and fundamental research. The firm offers services including tax and estate planning, philanthropy, trustee oversight, and recently expanded into digital asset advice.

David White is a CFP® and holds a Series 65 license, with four years of industry experience. He is currently with BakerAvenue and has previously worked at J.W. Cole Advisors, Pacific Excel Wealth Advisors, and several other firms. Outside of advisory roles, he has experience working at Meritage Resort and Spa and in legal services at the Law Offices of Hall and Rhone. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, and technical analysis, offering portfolio management, financial planning, family office services, and specialized strategies such as Dynamic Core and Tactical Fixed Income.

Michael Stephens is a financial advisor at Parallel Advisors, LLC in San Francisco, CA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parallel Advisors since 2015. Parallel Advisors serves a diverse client base including individuals, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-asset investment approach using fundamental, technical, and cyclical analysis, and integrates technology platforms for tax-efficient portfolio management and held-away account oversight.

Moira Mc Glynn is a CFP® with nine years of industry experience, currently serving as a financial advisor at Citizens Private Wealth. She previously worked at J.P. Morgan Securities and First Republic Investment Management. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, supported by its affiliation with Citizens Bank, which offers additional banking and lending services.

Chase Garbers is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Beacon Pointe Advisors, LLC. Before entering the financial industry, Garbers had a career in professional football, including time with the National Football League and the United Football League. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and other entities. The firm’s investment process is based on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments.

Alexandria Nguyen Kuwamoto is a financial advisor at Cresset Asset Management, LLC with 10 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC, First Republic Investment Management, Inc, FIRST REPUBLIC Securities Company, LLC, Fidelity Brokerage Services LLC, and Bridge Bank. Cresset Asset Management manages approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across public equities, fixed income, and alternative investments.

Scott Lummer is a CFA® charterholder with 15 years of experience in the financial advisory industry. He has worked at Mariner Wealth Advisors since 2021 and previously spent 11 years at The Savant Group. Mariner serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, and provides integrated tax, accounting, and CFO services uncommon at its enterprise scale.

Christian Nelson is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. He holds Series 63, Series 66, and Series 65 credentials. Prior to joining IEQ Capital in 2019, Nelson worked at First Republic in various investment management and securities roles from 2015 to 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various entities including trusts and foundations. The firm’s investment approach involves centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios composed of liquid strategies, third-party managers, and private alternative investments.

Kathleen Kovar is a financial advisor at Cetera Planning Partners with 23 years of industry experience. She holds the PFS™ and Series 66 credentials and has an extensive background including roles at Avantax and 1st Global Advisors. Outside of her advisory work, she owns a small hobby vineyard where she produces wine for family and friends and occasionally sells excess grapes. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and specialized services such as Social Security optimization and tax planning. The firm’s investment approach emphasizes diversified allocations aligned with client objectives and risk tolerance, supported by integration into the larger Cetera network and a range of affiliated resources.

Winny Lin is a financial advisor with Eagle Strategies (NY Life) in San Mateo, CA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has worked with Eagle Strategies since 2011 and has been affiliated with New York Life and its related entities since 2004. Outside of her advisory role, Lin volunteers as a host for a Chinese radio program focused on activities for youth and young adults in the Bay Area. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, including fee-based advice, retirement plan consulting, and variable annuity solutions, with a significant focus on non-discretionary asset management.

Jaclyn Magbitang is a financial advisor at Eagle Strategies (NY Life) based in San Mateo, CA, with 11 years of industry experience. She holds the ChFC® and Series 63 designations and has worked at Eagle Strategies since 2022. Her prior experience includes roles at Nylife Securities, LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis.

Ian Linford is a financial advisor at IEQ Capital, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Republic Securities Company, LLC for six years. Linford serves on the investment committees of the Elizabeth F. Gamble Garden and the International School of the Peninsula, both nonprofit organizations in Palo Alto. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, and nonprofit entities. The firm’s investment approach combines centralized macroeconomic research with client-specific Investment Policy Statements and includes a range of liquid strategies, independent managers, and private alternatives.