Ramon Polin is a financial advisor at Parallel Advisors, LLC with 24 years of industry experience. He has held positions at Parallel Advisors since 2016 and previously worked for Sensiba San Filippo Financial Advisers LLC from 2003 to 2016. His credentials include Series 63 and Series 65 licenses. 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 diversified investment approach that includes fundamental, technical, and cyclical analysis across various asset classes, incorporating technology platforms and adviser-only vehicles to support tax-efficient portfolio management.

Daria Victorov is a CFP® professional with nine years of industry experience. She has been with Abacus Wealth Partners in San Francisco since 2016. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base including individuals, high-net-worth clients, families, and various institutional entities. The firm employs an asset-class investing approach based on academic research, using primarily no-load mutual funds, ETFs, and passive institutional funds, while also incorporating ESG screening and private pooled investment options for qualified clients.

Lee Crocker is a CFP® professional affiliated with RFG Advisory, LLC and has 19 years of experience in the financial services industry. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Clearing. He is a founding partner of Landscape Wealth Advisors, LLC. RFG Advisory serves a broad client base including individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, utilizing model strategies and third-party platforms including its Bluemonte ETFs.

Timothy Mansell is a CFP® professional with 39 years of experience in the financial services industry. He currently serves with PFG Advisors and has previously worked at firms including SECURITIES AMERICA, Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services, Howe Barnes Capital Management, and Merrill. In addition to his advisory role, Mansell is licensed to sell various insurance products, including life insurance and annuities. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers with an emphasis on macro allocation and index-based ETFs, supported by multiple marketplace platforms and strategic industry partnerships.

Carson Henderson is a financial advisor with Earned Wealth Advisors, LLC in Walnut Creek, CA. He holds the PFS™ and Series 65 designations and has 16 years of industry experience. Carson has worked at Thomas Doll CPA's, PC since 2010 and joined Earned Wealth Advisors in 2024. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees, offering financial planning, discretionary wealth management, and retirement plan consulting. The firm employs independent managers and model portfolios supported by tools like Monte Carlo analysis and tax-loss harvesting, and it integrates a family of affiliated businesses providing specialized services such as retirement plan design, accounting, and publishing.

Jacob Schutt is a financial advisor with Parallel Advisors, LLC in San Francisco, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Parallel Advisors since 2007. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a diversified investment approach incorporating fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Kirandeep Kaur is a financial advisor at Coppell Advisory Solutions LLC with two years of industry experience. She holds a Series 66 designation and has worked at firms including Edward Jones and Bank of America. In addition to her advisory role, Ms. Kaur is also an insurance agent with Watts Insurance. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to a diverse client base, including individuals, pension plan participants, trusts, estates, charitable organizations, and businesses. The firm uses a broad investment toolkit and an open-architecture platform to implement tailored investment strategies on a discretionary basis.

Gavin Neil is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in San Francisco. He has held various roles at Aspiriant since 2014. 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 internal capital market expectations and a range of implementation options, along with expanded family office capabilities and public mutual fund management.

Dong Hwan Hong is a CFA® charterholder and holds a Series 66 license, with six years of experience in the financial industry. He is currently with BakerAvenue Asset Management, LP, where he has worked since 2022. His prior experience includes roles at Cresset Asset Management, Sand Hill Global Advisors, and Goldman Sachs Wealth Services. 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, utilizing a range of investment strategies that combine quantitative and fundamental approaches, alongside selective use of alternative investments and separately managed accounts.

Gerardo Garcia is a financial advisor at Encompass More Asset Management LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Verity Asset Management and Appreciation Financial. Outside of his advisory role, Garcia is involved in multiple business activities including serving as president of Garcia Ventures and working with specialty payroll, estate planning, and annuity marketing firms. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach that integrates quantitative, qualitative, and fundamental analysis, and delegates portfolio management to in-house models and unaffiliated sub-advisers.

Herald Podger is a financial advisor at RBC Securities, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with City National Bank since 2010. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates its advisory business within a broader financial services group affiliated with a bank, offering portfolio management through an affiliated sub-advisor and a range of custodial and cash-management features.

Claudia Rivas is a financial advisor at SeaCrest Wealth Management, LLC with 20 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities, First Republic Investment Management, Bank of America, Merrill, and Wells Fargo Clearing. Outside of her advisory role, she is a partner in OTOMI TTO, LLC, a real estate business involved in property updates and rental planning. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management using a customized, long-term approach that integrates fundamental and technical analysis, supported by artificial intelligence tools and human oversight.

Ashley Duffey is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. She is currently with Concentric in Walnut Creek, CA, where she has worked since 2024. Prior to joining Concentric, she was with LAB Quantitative Strategies and Personal Capital Advisors Corporation. Concentric provides discretionary sub-advisory portfolio management and model portfolio construction primarily to other registered investment advisers and financial institutions, utilizing quantitative optimization and multi-factor risk models alongside qualitative oversight to customize investment solutions.

Robert Schetty IV is a CFP® professional with four years of industry experience, currently affiliated with NorthRock Partners, LLC. His prior roles include positions at Castfirm Advisors LLC, Raymond James & Associates Inc., and JP Morgan Chase Bank. NorthRock Partners, LLC provides comprehensive wealth management and advisory services to a diverse client base, including high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing diversification, broad asset allocation, and ongoing oversight, often utilizing Independent Managers and integrating private market investments where appropriate.

Michael Curley is a CFA® charterholder with 31 years of industry experience. He is currently with Robertson Stephens, where he has worked since 2018 following a brief tenure at Exchange Bank Trust & Investment Management. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, model portfolios, and a range of planning services including tax and estate planning.

Sophia Feng is a Certified Financial Planner (CFP®) with 13 years of industry experience. She is currently an advisor at Destination Wealth Management, where she has worked since 2015, with a brief tenure at Creative Planning LLC from 2023 to 2024. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that combines fundamental research with longer-term thematic perspectives and offers a formal program for alternative and private investment offerings.

Brennan Foust is a Series 65-registered financial advisor with seven years of industry experience. He has worked at RWA Wealth Partners since 2022 and previously held roles at Adviser Investments, LLC and Stevens Foster Financial Advisors. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation using an open-architecture platform and incorporates customized fixed income and tactical adjustments.

James O’Connor is a CFP®, CFA®, and Series 63 credentialed financial advisor with 11 years of industry experience. He has worked at 1919 Investment Counsel, LLC since 2018 and previously held roles at Rand & Associates and Aster Investment Management Co Inc. 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, and pension plans. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and integrated operational relationships within the Stifel Financial Corp. network.

Austen Clark is a financial advisor at NorthRock Partners, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Ballentine Partners, LLC and NERA Economic Consulting. Outside of finance, he has experience operating a jetski rental business. NorthRock Partners provides comprehensive wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and the use of Independent Managers, and incorporates private market allocations alongside AI-supported portfolio monitoring.

Barbara Matheson is a CERTIFIED FINANCIAL PLANNER™ with 26 years of industry experience. She has worked at Destination Wealth Management since 2019 and previously held positions at TD Ameritrade, Fidelity, and Wells Fargo Investments. Destination Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary investment management and financial planning. The firm employs an asset-allocation driven investment process that integrates fundamental research and thematic perspectives across various asset classes, and offers alternative investment opportunities with committee oversight.