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 the Series 66 designation and has previously worked at J.P. Morgan Securities, First Republic Investment Management, Bank of America, Merrill Lynch, and Wells Fargo. Outside of her advisory role, she is an owner and partner of OTOMI TTO, LLC, a real estate business focused on property updates and rental planning. SeaCrest Wealth Management, LLC is a multi-advisor SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis across various asset types and offers specialized services such as divorce financial mediation and employer-sponsored plan consulting.

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.

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 CFP® and holds a Series 65 license with 13 years of experience in financial advising. She has worked primarily at Destination Wealth Management, with a brief tenure at Creative Planning LLC. Outside of her advisory role, she is involved in managing a rental property in Livermore, CA. Destination Wealth Management provides discretionary investment management and financial planning services to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a core-and-tactical allocation framework supported by fundamental research and macroeconomic analysis, managing over $4.1 billion in assets.

Brennan Foust is a financial advisor with RWA Wealth Partners, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Adviser Investments, LLC and Stevens Foster Financial Advisors. RWA Wealth Partners provides investment management, financial planning, integrated tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm’s investment approach emphasizes strategic asset allocation, an open-architecture platform, and customized fixed income and cash management solutions.

James O'Connor is a CFP® and CFA® 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 ArrowMark. 1919 Investment Counsel provides discretionary and non-discretionary investment management and related wealth-planning services to both individual and institutional clients. The firm emphasizes customized portfolios with liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and periodic reviews.

Austen Clark is a financial advisor at NorthRock Partners, LLC with three years of industry experience and holds a Series 65 designation. Prior to joining NorthRock, he worked at Ballentine Partners, LLC and has held roles outside finance, including at Stonestreet Winery and Aquasport Jetski Rentals. NorthRock Partners is a full-service wealth management firm serving high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing across public and private market strategies.

Barbara Matheson is a CFP® with 26 years of industry experience, currently serving as an advisor at Destination Wealth Management since 2019. Prior to this, she worked at TD AMERITRADE for three years. Destination Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm focuses on discretionary investment management and financial planning, utilizing a model portfolio approach that incorporates equities, fixed income, ETFs, alternative investments, and options, with ongoing committee oversight for alternative strategies.

Blair Stientjes is a financial advisor with Accelerate Retirement in Walnut Creek, CA, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has worked at Accelerate Investment Advisors LLC since 2023 and previously spent seven years with Kestra Advisory Services and KESTRA Investment Services. Blair serves on the board of the Walnut Creek Chamber of Commerce, contributing to community activities. Accelerate Retirement provides retirement plan consulting, discretionary investment management, financial planning, and fiduciary services to individual and institutional clients, including high-net-worth individuals, trusts, corporations, and employer plan sponsors. The firm implements customized investment programs through a network of advisers using a variety of securities and emphasizes long-term portfolio management and plan-level fiduciary support.

Derek Engen is a CFP® and PFS™ with four years of industry experience, currently affiliated with Citizens Private Wealth in San Francisco. His prior experience includes roles at JP Morgan Chase Bank and First Republic Investment Management. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm offers discretionary and non-discretionary investment management, along with tax, estate structuring, and business consulting services, using a long-term, asset allocation-focused approach within an open-architecture investment framework.

Seth Scholar is a financial advisor at Parallel Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at U.S. Bank Private Wealth Management and Fifth Third Wealth Advisors LLC. 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 fundamental, technical, and cyclical analysis across a range of investment vehicles and integrates technology platforms for tax-efficient portfolio management.

Danielle Louton is a CFP® professional at Arax Advisory Partners with three years of industry experience. Prior to joining Arax Wealth, she worked at Summit Trail Advisors, Family Wealth Strategist, Bank of the West, and Wells Fargo Bank. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets and serves individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, and it utilizes performance-based fee arrangements and carried-interest structures for certain investors and private funds.

Gretchen Hollstein is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has worked at Aspiriant, LLC since 2025 and previously spent 20 years at Litman/Gregory Asset Management. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers customized investment management and wealth planning services, including family office capabilities, tax and estate planning, and specialty consulting.

David Lam is a financial advisor at Aegis Capital Corp. holding Series 65 and Series 63 credentials, with seven years of industry experience. His prior work includes roles at Ameriprise, Morgan Stanley, and Fisher Investments. Aegis Capital Corp. offers investment advisory and related financial services to both individual and corporate clients, providing asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, delivering advisory services through multiple programs and platforms.

Elizabeth Juson is a financial advisor at 1919 Investment Counsel, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with 1919 since 2018. Prior to that, she worked for Rand & Associates for six years. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals and public entities. The firm creates customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, utilizing proprietary and third-party research, including AI and machine-learning inputs.

Karen Blodgett is a CFP® professional with 18 years of industry experience, all of which have been with Aspiriant, LLC in San Francisco. She has focused her career on serving clients within this firm since 2008. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside wealth planning, family office services, and specialized consulting, employing customized investment programs informed by internal research and a range of implementation options.

Elena Gorskaya is a CFA® charterholder with six years of industry experience. She is currently an advisor at Concentric, where she has worked since 2022. Her prior experience includes roles at Advisor Partners, LLC and Echelon Asset Management. 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. The firm’s services emphasize specialized strategies and technological integration, including AI and tax‑aware approaches, with a business model centered on sub‑advisory relationships rather than direct retail clients.

Jerry Rendic is a financial advisor at Parallel Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Parallel Advisors since 2006. 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 diverse investment approach that includes fundamental, technical, and cyclical analysis across multiple asset classes and utilizes technology platforms for tax-efficient rebalancing and held-away account management.

Gary Watts is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Coppell Advisory Solutions LLC. His prior experience includes roles at Wealth Enhancement Group, LPL Financial, JP Morgan Securities, and Anderson CPAs. He also operates Watts Advisor Tax Planning, where he provides insurance products and tax planning services. Coppell Advisory Solutions LLC is part of Fusion Investment Advisors, which manages discretionary portfolios and financial planning for a diverse client base including individuals, pension plan participants, and charitable organizations. The firm employs an open-architecture platform using both fundamental and technical analysis and offers a broad range of investment strategies with continuous monitoring and periodic rebalancing.