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.

Cameron Hackett is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. He has held prior roles at Claraphi Advisory Network, LLC, and B. Riley Wealth Advisors, Inc. Since 2017, Mr. Hackett has been a licensed insurance agent. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations combining long-term buy-and-hold strategies with tactical tools and offers both direct investment management and a turnkey asset management program.

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.

Gregory Weiss is a financial advisor with Ashton Thomas Securities, LLC and holds a Series 66 designation. He has 23 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he owns a vineyard through Alan Astor LLC. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers a range of investment management and financial planning services, managing approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices.

Michael Zaninovich is a financial advisor at Robertson Stephens with 10 years of industry experience. He holds a Series 65 designation and has worked at Robertson Stephens Advisors and Robertson Stephens Wealth Management since 2014. Outside of his advisory role, he is a licensed insurance agent with Highland Capital Brokerage, dedicating a small portion of his time to this activity. Robertson Stephens Wealth Management serves individual clients, high-net-worth families, trusts, family offices, charitable organizations, and retirement plans. The firm offers a range of services including portfolio management, financial planning, tax and estate planning, and access to public and private funds, employing a combination of individualized advice and centrally managed model portfolios.

Kathleen Hafner is a CFP® professional with one year of experience currently at Brighton Jones LLC. Her prior roles include positions at Elmwood Wealth Management and Bloom Wealth Advisors. Before transitioning into financial advising, she worked in healthcare at several hospitals including UCSF Benioff Children's Hospital Oakland and John Muir Hospital. Brighton Jones LLC provides wealth-management and financial planning services to individuals, high-net-worth clients, and family offices through multiple brands. The firm offers a whole-balance-sheet approach with discretionary portfolio management and a range of advisory services, supported by an affiliated ecosystem that includes private investment funds and fiduciary services.

Nicholas Kanzaki is a Certified Financial Planner (CFP®) with eight years of industry experience. He is currently with Laird Norton Wetherby Wealth Management, LLC (LNW) and has held various roles within Wetherby Asset Management since 2016. LNW provides comprehensive wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and a core-satellite approach including active managers and alternative investments, supported by discretionary portfolio management and tools such as financial modeling and artificial intelligence.

Charles Haynor is a CFA® charterholder with 32 years of experience in the financial industry. He has been with United Capital Financial Advisors since 2014. Outside of his advisory work, he serves as Treasurer and a member of the Board of Directors at the Rayner Foundation, a nonprofit organization. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm offers discretionary portfolio management, access to third-party managers, and customized strategies with ongoing monitoring and reporting.

Daniela Pedley is a financial advisor at Summit Trail Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Barclays Capital Inc. and Lehman Brothers Inc. She serves on the advisory committee of Futures Without Violence and is a board member of the charity Congo Voice. Summit Trail Advisors serves individuals, business entities, trusts, charitable organizations, pension and profit-sharing plans, and institutional clients. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome buckets.

Jennifer Hicks is a financial advisor at Laird Norton Wetherby Wealth Management, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Wetherby Asset Management from 2013 to 2023 before joining her current firm. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and their related entities. The firm combines investment management, wealth planning, and coordination with outside professionals to address complex multi-entity financial needs through a customized and diversified investment approach.

Seton Mcandrews is a CFP® and Series 66-registered advisor with 20 years of industry experience. He joined Freestone Capital Management, LLC in 2025 after 15 years with WrapManager, Inc. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,900 clients with $14.5 billion in assets under management through a team of 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, employing diversified portfolios constructed using fundamental and quantitative analysis with an explicit focus on downside risk.

Joseph Levy is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has held roles at Concorde Asset Management, Concorde Investment Services, Compass Commercial, and Marcus & Millichap. Outside of his advisory work, he serves as Vice President and real estate agent at Compass Commercial, representing buyers and sellers of commercial multifamily properties. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base that includes individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of products including alternative and less liquid investments.

Nicholas Larry is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Transamerica Financial Advisors. Outside of financial services, he has been involved with Lucky Devil Brewery and One Hundred Consulting LLC. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.