William Barrett is a financial advisor with Parallel Advisors, LLC in San Francisco, holding Series 65 and Series 63 licenses. He has prior experience with BMO Family Office and BNY Mellon, totaling over a decade in the financial industry. 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 utilizing fixed income, mutual funds, ETFs, independent managers, and various strategy tools, supported by technology platforms for tax-efficient rebalancing and comprehensive account management.

Mehul Thakker is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and 25 years of industry experience. He has worked with Vanderbilt Advisory Services since 2017 and previously spent 14 years at Financial West Group. Thakker is the owner of Empowered Investments and holds a small ownership stake in a family dry cleaning business that is no longer operating. Vanderbilt Advisory Services serves a broad client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, with an investment approach that combines fundamental, technical, and charting analysis tailored to client objectives.

Ghazaleh Ebrahimi is a financial advisor at Aegis Capital Corp. with 27 years of industry experience. She holds the Series 65 and Series 63 designations and has previously worked at Stifel Nicolaus & Co Inc and Stone & Youngberg LLC. In addition to her advisory role, she is involved as an agent in a general insurance agency. Aegis Capital Corp. provides investment advisory and related financial services to individual and corporate clients, offering a range of solutions including asset management, financial planning, brokerage, annuities, and insurance. The firm is dually registered as an SEC investment adviser and FINRA member broker-dealer, with a distinctive focus on non-discretionary advisory services.

Brian Jacobs is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. He has worked at Aptus Capital Advisors, LLC since 2023 and was previously with Rs Investments for nine years. Aptus Capital Advisors manages approximately $14.47 billion in discretionary assets, providing advisory services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a model-driven approach primarily using ETFs, including actively managed Aptus funds, combining technical and fundamental analysis to seek upside participation while mitigating major drawdowns.

Erika De La Rosa Hennessey is a financial advisor at 1919 Investment Counsel, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with 1919 since 2018, following four years at Rand & Associates. 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, pension plans, and public entities. 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 collaborative relationships within Stifel Financial Corp. affiliates.

Alexander Chang is a ChFC® credentialed financial advisor at Lifeworks Advisors, LLC with six years of industry experience. Prior to joining Lifeworks in 2026, he worked at Northwestern Mutual for seven years and is involved in entrepreneurial activities with Cuppa SF and 365 Night Market. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts, estates, retirement plans, and businesses, offering wealth management, financial planning, and portfolio management through a planning-based or risk-based investment approach that incorporates model strategies and technology tools.

Steven Quinly is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 credentials and over 46 years of industry experience. His prior work includes roles at Bank of America and Merrill. He also serves on the Contra Costa County Treasurer Oversight Committee. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm focuses on personalized advice and employs diversified asset allocation strategies across various investment types, including mutual funds, ETFs, equities, fixed income, and alternatives.

Jonathan Smith is a CERTIFIED FINANCIAL PLANNER™ with 26 years of industry experience. He currently works at Ashton Thomas Securities, LLC and Ashton Thomas Private Wealth, LLC, having joined both firms in 2025. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Investments, and Merrill. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion across multiple office locations, offering a range of investment management and financial planning services with various program structures and third-party sub-advisers.

Matthew Torkelson is a financial advisor at Perigon Wealth Management, LLC in San Francisco, holding Series 65 and Series 66 designations with five years of industry experience. His previous roles include positions at Burleson & Company, LLC, AXA Advisors, and Redwood Credit Union. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction with regular monitoring and is notable for servicing banking and thrift institutions while managing wrap-fee programs and overseeing sub-advisor relationships.

Michael Dunn is a financial advisor with BakerAvenue Asset Management, LP, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Morgan Stanley, U.S. Bancorp Investments, Fidelity, and Wells Fargo, among others. He is based in San Francisco, CA. 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, employing a range of strategies that combine quantitative, fundamental, and tactical allocation techniques.

Christopher Dankworth is a financial advisor with Evergreen Capital Management LLC in San Francisco, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Evergreen since 2017 and previously worked at Cypress Wealth from 2012 to 2017. Evergreen Capital Management advises private clients including individuals, high-net-worth investors, trusts, endowments, and family offices, providing discretionary investment management, consulting, and financial planning. The firm employs a Dynamic Asset Allocation approach and proprietary programs such as Right Cycle Investing™, utilizing fundamental and macroeconomic research alongside artificial intelligence to guide investment decisions.

Kevin Boden is a financial advisor at One Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with One Capital since 2016. Prior to that, he hosted a radio program, MoneyTime with Kevin Boden, for 20 years. One Capital Management, LLC manages approximately $8.5 billion for individual and institutional clients, offering wealth management, discretionary portfolio management, retirement plan solutions, and advisory consulting. The firm emphasizes customized, globally balanced portfolios blending active large-cap equity with ETFs and fixed income, and serves as adviser to the FundX family of ETFs.

Joanna Aiken is a financial advisor at Choreo, LLC with 29 years of industry experience. She previously worked at Enso Wealth Management and Edward Jones. Outside of her advisory role, she serves as CFO of JCBC Enterprises LLC, which provides educational enrichment programs for children. Choreo serves individual and high-net-worth investors, family offices, and institutional clients with services including portfolio management, financial planning, and outsourced CIO solutions. The firm combines strategic asset allocation with quantitative screening and utilizes diverse investment vehicles to implement client portfolios.

Lia Seara is a CFP® professional with 15 years of experience in financial advising. She currently works at Parallel Advisors, LLC and previously held roles at Osborne Partners Capital Management and Merrill. 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 including fixed income, mutual funds, ETFs, and independent managers, incorporating technology platforms to manage tax-efficient rebalancing and held-away accounts.

Kenneth Quiat is a financial advisor at Belpointe Asset Management LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Foresters Equity Services, Inc. and AD Banker LLC. Outside of his advisory role, he is a licensed educator with AD Banker, LLC. Belpointe Asset Management is a multi-team registered investment adviser managing approximately $7.6 billion in client assets. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, corporations, trusts, and other advisers, utilizing a blend of passive, active, and tactical strategies tailored to client objectives.

Caroline Burns is a financial advisor at Parallel Advisors, LLC with a Series 65 designation and five years of industry experience. Her prior work includes roles at Net-Results Marketing Automation and Colorado College. 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 range of investment strategies across fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for tax-efficient portfolio management and held-away account consolidation.

Yu Chen is a CFP® professional with 13 years of experience in financial advising. He is currently with Infinity Financial Services Advisory and has previously worked at Alden Capital, Eagle Strategies, and New York Life insurance among others. Outside of his advisory role, Yu Chen is the owner of MYZ Financial & Insurance Services and serves as CFO of Forte Tools Inc, a wholesale distributor of industrial products. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses, providing portfolio management, financial planning, and pension consulting. The firm employs a variety of investment strategies, including long- and short-term trading and options, and integrates advisory services with affiliated broker-dealer and insurance activities.

Steven Burke is a Series 65-licensed advisor with Redhawk Wealth Advisors, Inc. in Oakland, CA, and has eight years of industry experience. He previously worked at Hermes Econometrics for three years and has served as a principal and independent insurance agent at SIS Services since 2000. Outside of his advisory role, he remains active in independent insurance agency work. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment management approach combines strategic and tactical asset allocation across multiple asset classes, with portfolios reviewed weekly by an investment committee.

David Mar is a Series 65-licensed financial advisor at Arete Wealth Advisors, LLC with 42 years of industry experience. He has been with Arete Wealth Management since 2009 and also works as a licensed insurance agent specializing in life, disability, and health insurance. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Kenneth Millman is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC. He previously worked at BMO Family Office for three years and BNY Wealth Management for eleven 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 uses fundamental, technical, and cyclical analysis across various investment types and integrates technology platforms for tax-efficient rebalancing and held-away account management.