Sean Figueroa is a CFP® and CFA® charterholder with 12 years of industry experience. He has worked at Evergreen Capital Management since 2017 and previously spent 13 years at Cypress Wealth Advisors. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning to individuals, trusts, endowments, and retirement plan accounts. The firm employs a Dynamic Asset Allocation process and a specialized ETF-focused approach called Right Cycle Investing, supported by independent investment committees and the use of subadvisers, co-investments, and specialized strategies when appropriate.

Bridget Mc Guire is a financial advisor at Parallel Advisors, LLC with a Series 65 credential and three years of industry experience. Prior to joining Parallel Advisors, she worked at Deloitte Consulting for three 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 employs a multi-strategy investment approach incorporating fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for portfolio management and tax-efficient rebalancing.

Deborah Mitchell is a CFP® and CFA® with 13 years of industry experience. She currently works at BlueSpring Wealth Management, LLC and previously spent 11 years at Bedell Frazier Investment Consulting before joining Kestra Financial, Inc. in 2026. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment process is guided by a proprietary application and an Investment Committee, offering customized portfolios that include mutual funds, ETFs, individual securities, derivatives, and independent managers.

Paul Clark is a financial advisor with 19 years of industry experience, currently with 1919 Investment Counsel, LLC. He holds Series 63 and Series 65 licenses and has previously worked at Washington Crossing Advisors LLC, Ziegler Capital Management, LLC, and Stifel Nicolaus & 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, and pension plans. 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 a range of supportive operational relationships through its affiliation with Stifel Financial Corp.

Ka Lai Ng is a financial advisor with Citizens Private Wealth and holds the Series 66 designation. Ng has six years of industry experience, with prior roles at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Bank and its affiliated entities. Outside of advising, Ng provides in-home supportive services for a child. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term asset allocation approach within an open-architecture framework, offering primarily discretionary portfolio management alongside non-discretionary recommendations.

Ryan Noxon is a CFP® and ChFC® with seven years of industry experience. He is currently an advisor at Destination Wealth Management, where he has worked since 2025. Prior to this, he spent seven years at Edward Jones and held roles at Health Plan of San Joaquin and The Permente Medical Group. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a core-and-tactical allocation investment approach informed by thematic and macroeconomic research, managing over $4.1 billion in discretionary assets.

Michael Watson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at BPM Wealth Advisors, LLC. His prior work includes roles at Valmark Advisers, Inc. and Independent Financial Group, LLC. BPM Wealth Advisors serves individual clients, including high-net-worth individuals, as well as corporations, trusts, estates, and charitable foundations, providing financial planning, pension consulting, asset management, and insurance consulting. The firm manages approximately $49.9 million on a discretionary basis and employs a mix of passive and active strategies, focusing on manager selection and portfolio oversight.

Caleb Dupree is a financial advisor at Ashton Thomas Private Wealth with nine years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. Ashton Thomas Private Wealth offers investment advisory and wealth management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through its Amplify Platform.

Christopher Broderick is a Series 65-licensed advisor with Parallel Advisors, LLC in San Francisco, California. He has 10 years of industry experience and has been with Parallel Advisors since 2014. 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 fixed income, mutual funds, ETFs, and independent managers, incorporating technology platforms for tax-efficient rebalancing and held-away account management.

Ann Lucchesi is a CFP® professional with 26 years of industry experience, currently serving as an MD Enterprise Relationship Manager at SVB Wealth. She has worked at SVB Wealth and its related entities since 2013 and was previously with Parallel Advisors, LLC. Outside of her advisory role, she is a partner at Corporate Equity Services, LLC, providing consulting and administrative support. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, offering wealth management, financial planning, and retirement plan advisory services. The firm employs a due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First Citizens Bank & Trust Company, integrating banking, trust, broker-dealer, and asset management resources.

Stephanie Wei is a financial advisor with Ashton Thomas Private Wealth and holds Series 63 and Series 65 credentials. She has 23 years of industry experience, including prior roles at Bank of America, Merrill Lynch, and Wells Fargo Securities. Ashton Thomas Private Wealth serves individual and institutional clients, providing discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting. The firm employs a diverse investment approach, including mutual funds, ETFs, independent managers, and alternative strategies, and operates the Amplify Platform for program management and model design.

Simon Baker Jr. is a financial advisor at BakerAvenue with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Veridi Capital, LLC and Simonbaker & Partners LLC. He has been with Baker Avenue Asset Management, LP since 2004. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth clients, and institutional clients, typically on a discretionary basis. The firm employs multiple named strategies combining tactical allocation, quantitative analysis, and fundamental research, and offers services including tax and estate planning, philanthropy, and concentrated stock management.

Zachary Perry is a CFA® charterholder with 11 years of industry experience. He has worked at Robertson Stephens Wealth Management, LLC since 2020 and previously held positions at Seaplane Partners, LLC and Vine Street Wealth Management, LLC. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets.

Sergio Fernandez is a CFP® certificant with 19 years of industry experience. He is currently an advisor at BPM Wealth Advisors, LLC and has previously worked at Valmark Advisers, Inc., Valmark Securities, Inc., Independent Financial Group, LLC, and Linsco Private Ledger. Outside of financial advising, he assists with managing a Uhaul rental dealer operation associated with his family’s business. BPM Wealth Advisors serves individual clients, including high-net-worth individuals, as well as corporations, trusts, estates, and charitable foundations. The firm focuses on financial planning, pension consulting, asset management, and insurance consulting, using a combination of passive and active strategies and relying on third-party money managers for security selection and trading.

Michael Tideman is a CFP® and CFA® with 10 years of industry experience. He is currently with BakerAvenue, where he has worked since 2021. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, LLC. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, offering portfolio management, financial planning, family office services, and estate and philanthropy planning. The firm employs a blend of fundamental, quantitative, and technical analysis with tactical asset allocation across multiple named strategies.

Laura Pantaleo is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in San Francisco, holding a Series 65 license with seven years of industry experience. Her work history includes roles at Wetherby Asset Management and consumer financial services, along with periods as a stay-at-home mother and volunteer. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policies, strategic asset allocation, global diversification, and a core-satellite approach that incorporates active management, tax-aware strategies, and alternative investments.

Karen Mc Millan is a CFP® and holds a Series 66 license with 24 years of industry experience. She has worked at Parallel Advisors, LLC since 2025, following eight years at Osborne Partners Capital Management and eight years at Merrill. Outside of advising, she serves as treasurer for the Instituto Italiano Scuola, a language school in San Francisco. 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 incorporating fundamental, technical, and cyclical analysis, and integrates held-away account management through technology platforms to implement tax-efficient rebalancing and access a range of investment strategies.

Kenneth Fincher is a financial advisor with Perigon Wealth Management, LLC, holding the ChFC® designation and Series 63 license, with 37 years of industry experience. His prior roles include extensive tenure at Wealth Advisors, Inc. and First Allied Advisory Services, Inc. Outside of investment advisory, he is a licensed insurance agent and an owner and broker of a real estate sales business. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios based on clients’ objectives and risk tolerance, may delegate investment management to independent managers, and maintains institutional relationships with multiple custodial platforms.

Michael Allard is a financial advisor at Freestone Capital Management, LLC in San Francisco, CA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at Freestone Capital Management since 2019 and previously spent 13 years at Scharf Investments. Freestone Capital Management is a wealth management firm overseeing approximately $11.49 billion in assets for around 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, emphasizing diversification and downside risk management across equities, fixed income, and private strategies.

Joshua Young is a CFP® with 16 years of experience in the financial services industry. He is currently with Robertson Stephens Wealth Management, where he has worked since 2026. Prior to this, Young held positions at Baker Avenue Asset Management LP, Mercer Global Advisors Inc., and RMB Capital Management, LLC. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, and a range of planning services, managing $8.76 billion in assets as of December 31, 2025.