Brian Jacobs is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. He has worked at Aptus Capital Advisors, LLC since 2023 and was previously with Rs Investments for nine years. Aptus Capital Advisors manages approximately $14.47 billion in discretionary assets, providing advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven approach primarily using ETFs, including actively managed Aptus funds, combining technical and fundamental analysis to seek upside participation while mitigating major drawdowns.

Erika De La Rosa Hennessey is a financial advisor at 1919 Investment Counsel, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with 1919 since 2018, following four 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 collaborative relationships within Stifel Financial Corp. affiliates.

Mark Patzer is a financial advisor at Compound Planning, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Miracle Mile Advisors, Karp Capital Management Corporation, and Boyd Wealth Management. Outside of finance, Patzer is involved with Visual Display Specialists, a CCTV monitor distribution and sales firm, where he serves as Sales Manager. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process and integrates a range of strategies and technology partnerships to support portfolio oversight.

Steven Quinly is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 credentials and over 46 years of industry experience. His prior work includes roles at Bank of America and Merrill. He also serves on the Contra Costa County Treasurer Oversight Committee. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm focuses on personalized advice and employs diversified asset allocation strategies across various investment types, including mutual funds, ETFs, equities, fixed income, and alternatives.

Jonathan Smith is a CERTIFIED FINANCIAL PLANNER™ with 26 years of industry experience. He currently works at Ashton Thomas Securities, LLC and Ashton Thomas Private Wealth, LLC, having joined both firms in 2025. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Investments, and Merrill. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion across multiple office locations, offering a range of investment management and financial planning services with various program structures and third-party sub-advisers.

Matthew Torkelson is a financial advisor at Perigon Wealth Management, LLC in San Francisco, holding Series 65 and Series 66 designations with five years of industry experience. His previous roles include positions at Burleson & Company, LLC, AXA Advisors, and Redwood Credit Union. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction with regular monitoring and is notable for servicing banking and thrift institutions while managing wrap-fee programs and overseeing sub-advisor relationships.

Michael Dunn is a financial advisor with BakerAvenue Asset Management, LP, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Morgan Stanley, U.S. Bancorp Investments, Fidelity, and Wells Fargo, among others. He is based in San Francisco, CA. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and comprehensive financial planning services, employing a range of strategies that combine quantitative, fundamental, and tactical allocation techniques.

Christopher Dankworth is a financial advisor with Evergreen Capital Management LLC in San Francisco, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Evergreen since 2017 and previously worked at Cypress Wealth from 2012 to 2017. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices, providing discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation approach and proprietary programs such as Right Cycle Investing™, utilizing fundamental and macroeconomic research alongside artificial intelligence to guide investment decisions.

Joanna Aiken is a financial advisor at Choreo, LLC with 29 years of industry experience. She previously worked at Enso Wealth Management and Edward Jones. Outside of her advisory role, she serves as CFO of JCBC Enterprises LLC, which provides educational enrichment programs for children. Choreo serves individual and high-net-worth investors, family offices, and institutional clients with services including portfolio management, financial planning, and outsourced CIO solutions. The firm combines strategic asset allocation with quantitative screening and utilizes diverse investment vehicles to implement client portfolios.

Lia Seara is a CFP® professional with 15 years of experience in financial advising. She currently works at Parallel Advisors, LLC and previously held roles at Osborne Partners Capital Management and Merrill. 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 including fixed income, mutual funds, ETFs, and independent managers, incorporating technology platforms to manage tax-efficient rebalancing and held-away accounts.

Kenneth Quiat is a financial advisor at Belpointe Asset Management LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Foresters Equity Services, Inc. and AD Banker LLC. Outside of his advisory role, he is a licensed educator with AD Banker, LLC. Belpointe Asset Management is a multi-team registered investment adviser managing approximately $7.6 billion in client assets. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, corporations, trusts, and other advisers, utilizing a blend of passive, active, and tactical strategies tailored to client objectives.

Caroline Burns is a financial advisor at Parallel Advisors, LLC with a Series 65 designation and five years of industry experience. Her prior work includes roles at Net-Results Marketing Automation and Colorado College. 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 range of investment strategies across fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for tax-efficient portfolio management and held-away account consolidation.

Yu Chen is a CFP® professional with 13 years of experience in financial advising. He is currently with Infinity Financial Services Advisory and has previously worked at Alden Capital, Eagle Strategies, and New York Life insurance among others. Outside of his advisory role, Yu Chen is the owner of MYZ Financial & Insurance Services and serves as CFO of Forte Tools Inc, a wholesale distributor of industrial products. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses, providing portfolio management, financial planning, and pension consulting. The firm employs a variety of investment strategies, including long- and short-term trading and options, and integrates advisory services with affiliated broker-dealer and insurance activities.

Steven Burke is a Series 65-licensed advisor with Redhawk Wealth Advisors, Inc. in Oakland, CA, and has eight years of industry experience. He previously worked at Hermes Econometrics for three years and has served as a principal and independent insurance agent at SIS Services since 2000. Outside of his advisory role, he remains active in independent insurance agency work. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment management approach combines strategic and tactical asset allocation across multiple asset classes, with portfolios reviewed weekly by an investment committee.

Kenneth Millman is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC. He previously worked at BMO Family Office for three years and BNY Wealth Management for eleven years. 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 fundamental, technical, and cyclical analysis across various investment types and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Richard Gordon is a financial advisor at Citizens Private Wealth with 19 years of industry experience. He holds a Series 66 designation and has worked previously at firms including JP Morgan Chase Bank, First Republic Securities Company, Barclays Capital, and Lehman Brothers. He serves as a board member for the Libitzky Family Foundation. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes customized, long-term asset allocation within an open-architecture investment framework, offering discretionary and non-discretionary portfolio management alongside tax, estate structuring, and business consulting services.

Steven Minkoff is a CFP® with 37 years of industry experience, currently serving at NorthRock Partners, LLC since 2023. Prior to this, he worked at Ameriprise Financial Services, Inc. for 18 years. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a holistic investment approach emphasizing broad asset allocation, diversification, and integration of private market allocations, supported by AI tools and ongoing oversight.

Maria Pyatigorsky is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Laird Norton Wetherby Wealth Management, LLC. She has held various roles at Wetherby Asset Management since 2016 prior to her current position. LNW serves families and high-net-worth individuals by providing comprehensive wealth planning and investment management for related entities such as trusts, estates, foundations, and endowments. The firm employs disciplined strategic asset allocations with global diversification and a core-satellite approach, integrating manager due diligence, tax-aware portfolio placement, alternative investments, and impact-investing options where appropriate.

Marc Orourke is a financial advisor at Financial Gravity Family Office Services, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Paulson Investment Advisors LLC and Freedom Investment Management, Inc. since 2023. Financial Gravity Family Office Services, LLC delivers tailored financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a range of strategies using fundamental, technical, and cyclical analysis and frequently utilizes third-party sub-advisors and model portfolios while maintaining ongoing client oversight.

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.