Zachary Wolf is a financial advisor at Boltwood Capital Management with 10 years of industry experience. He holds a Series 65 credential and has worked at Boltwood Capital Management since 2015. Boltwood Capital Management is an employee-owned, SEC-registered investment adviser serving individuals, families, estates, foundations, endowments, and other institutions. The firm offers discretionary and non-discretionary portfolio management and financial planning, emphasizing a long-term, cycle-aware investment approach guided by a written Investment Policy Statement.

John Baker is a financial advisor at Atlas Capital Advisors Inc. with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Delta Investment Management, LLC and BCW Securities LLC. Outside of finance, he serves as president and a board member of Solari Estate Vineyards, a winery in Calistoga, California. Atlas Capital Advisors is an independent, privately owned investment adviser serving individuals, high-net-worth families, family offices, pension plans, trusts, foundations, and other institutions through discretionary wealth management and tax-aware portfolio management. The firm employs a combination of fundamental, technical, and quantitative analysis with various investment instruments and typically manages portfolios on a separately managed account basis.

Erwan Collobert is a financial advisor at Transatlantique Private Wealth LLC in San Francisco, holding a Series 65 credential. He has experience working at Banque Transatlantique Luxembourg for nine years, followed by roles at Credit Agricole and a year of extended travel. Collobert joined Transatlantique Private Wealth in 2026. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, and trusts, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines macroeconomic and thematic research from European affiliates with fundamental and technical analysis to develop strategic portfolio allocations.

Leslie Krampert is a financial advisor at Atlas Capital Advisors Inc. in San Francisco, CA, holding a Series 65 designation with four years of industry experience. Prior to joining Atlas Capital Advisors in 2021, Leslie worked at Meridian Financial from 2018 to 2021. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and other entities with discretionary portfolio management and family office services. The firm uses evidence-driven methods combining fundamental, technical, and quantitative analysis, managing tax-aware portfolios with a focus on total-portfolio asset allocation.

Joyce Moe is a financial advisor at Castle Rock Wealth Management, LLC with 29 years of industry experience. She holds a Series 63 designation and has worked with firms including J.W. Cole Financial and Financial Advisers of America. In addition to her advisory role, Moe serves as a special education teacher and is a board member of the Senior Advocacy Network, a nonprofit organization assisting seniors with legal needs. Castle Rock Wealth Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities through portfolio management, financial planning, and retirement plan consulting. The firm manages client accounts using a range of securities and strategies, including options and borrowing, and serves over 2,000 clients across six offices.

John Roberson is a financial advisor at 1919 Investment Counsel, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with 1919 since 2018, following six years at Rand & Associates. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm constructs customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and third-party resources, and operates as a wholly-owned subsidiary of Stifel Financial Corp.

Elaina Serotte is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2018. Prior to this, she worked at Golub Group from 2014 to 2018. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations by offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, and independent managers, integrating technology for tax-efficient rebalancing and utilizing adviser-only investment vehicles.

David Hultman is a financial advisor at Summit Trail Advisors, LLC in San Francisco, holding Series 63 and Series 65 licenses with 23 years of industry experience. His prior work includes roles at BancWest Investment Services and Bank of the West from 2011 to 2023, followed by a position at LPL Financial. He is also associated with Summit Trail Securities, LLC as a registered representative. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, offering services such as discretionary and non-discretionary portfolio management, financial planning, family office services, and outsourced chief investment officer consulting.

Aneta Palica is a Series 66-licensed financial advisor with one year of industry experience, currently with Infinity Financial Services Advisory. Prior to joining the firm, she held roles at Unilever, Akzonobel, BNP Paribas, and State Street. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients through a team of 35 advisors. The firm serves individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that includes various analytic techniques and both long- and short-term trading strategies.

Teresa Greenip is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience, currently advising at Aspiriant, LLC in San Francisco. She has been with Aspiriant since 2019 and previously worked at Mosaic Financial Partners and iStar. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, and family office services. The firm offers customized investment programs and expanded family office capabilities, including accounting, banking support, and specialized consulting beyond typical advisory offerings.

Angela Hager is a CFP®, CFA®, and Series 65 licensed advisor with 18 years of industry experience. She has been with Destination Wealth Management since 2010. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and various institutional entities. The firm employs a core-and-tactical allocation approach supported by thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Alison Diessner is a financial advisor at NorthRock Partners, LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise, Ashfield Capital Partners, and Hall Capital Partners. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach with broad asset allocation and diversification, managing accounts on both discretionary and non-discretionary bases.

Alyssa Morris is a financial advisor at Freestone Capital Management, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Parallel Advisors, LLC for seven years before joining Freestone in 2022. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in regulatory assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, financial planning, and serves as investment manager to a family of private pooled investment vehicles, employing a diversified investment approach that includes internally managed portfolios, third-party sub-advisers, and alternative investments.

John Lundin is a financial advisor at KCM Investment Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses. KCM Investment Advisors serves high-net-worth individuals, retirees, and institutional clients, providing discretionary portfolio management and integrated financial planning through customized solutions that combine equities, ETFs, and investment-grade fixed income. The firm manages assets on a fully discretionary basis using a mix of long-term, short-term, and trading strategies supported by fundamental and quantitative analysis.

Dale Schroeder is a financial advisor with NewEdge Wealth in San Francisco, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining NewEdge Wealth and NewEdge Securities in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2011 to 2023. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers a range of advisory services, including wealth strategy, financial planning, and portfolio management, with a focus on asset allocation and investor behavior across various investment approaches.

Jason Beccaris is a financial advisor with Parallel Advisors, LLC in San Francisco, holding a Series 65 designation and 18 years of industry experience. He has been with Parallel Advisors since 2009. 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-faceted investment approach that includes fundamental, technical, and cyclical analysis, using a range of asset types and technologies for portfolio management and tax-efficient rebalancing.

Brent Herrera is a CFP®-certified financial advisor with Mutual of Omaha Investor Services, Inc., bringing seven years of industry experience. Prior to joining Mutual of Omaha, he worked at Fremont Bank and was involved in the food service industry with Jj's Pie Co. He serves as a director of the Dublin Chamber of Commerce and is an insurance agent specializing in health, life, dental, vision, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer, delivering managed solutions that include MOIS-approved model portfolios and third-party money manager options.

Jodi Angelo is a financial advisor at Trillium Asset Management in San Francisco, CA, with seven years of industry experience. She has been with Trillium Asset Management since 2014. Trillium Asset Management provides discretionary portfolio management to individuals, trusts, pension plans, charitable institutions, endowments, and other institutional clients. The firm combines bottom-up fundamental analysis with integrated ESG research and active ownership, offering equity, fixed-income, and balanced strategies while serving as sub-adviser to registered and non-U.S. investment companies.

Albert Flores is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Sound Income Strategies since 2018 and concurrently at Fortress Financial Group since 2014. Outside of advisory roles, Flores is involved with Tier One Management Group, which offers fixed insurance products. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm focuses on customized portfolio management with an emphasis on fixed-income analysis and equity review, employing a scalable advisor network model supported by affiliated business lines and specialized services.

Stephanie Cooper is a Certified Financial Planner (CFP®) with 11 years of industry experience. She has been with Parallel Advisors, LLC since 2013. 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 variety of investment strategies including fundamental, technical, and cyclical analysis across multiple asset classes, and incorporates technology platforms for tax-efficient portfolio management.