Yisha Wang is a CFP®-credentialed financial advisor with eight years of industry experience. She is currently with Empirical Wealth Management and has previously worked at Mariner Wealth Advisors, Northwestern Mutual Wealth Management Company, and Wedbush Securities Inc., among others. Outside of finance, she teaches mobility and flexibility exercises at LDS Studio, a dance studio. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, and institutional investors, offering fee-based investment management and related financial services. The firm employs a Modern Portfolio Theory approach with diversified model portfolios and manages alternative strategy funds, while also providing in-house real estate, insurance, and estate-planning services through affiliated businesses.

Erik Gholtoghian is a financial advisor at BakerAvenue with a Series 65 credential and three years of industry experience. He has previously worked at Green Pebble Financial, Moskowitz LLP, Pruco Securities, LLC, Liberty Tax Service, and IHSS. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and financial planning, employing a range of quantitative, fundamental, and tactical strategies while emphasizing regular client communication through detailed performance reports and newsletters.

Lani Kapur Rains is a CFP® professional with nine years of experience at Aspiriant, LLC, based in San Francisco, CA. She has been with Aspiriant since 2007, including seven years with its current iteration, Aspiriant LLC. Aspiriant 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 along with comprehensive wealth planning and family office services, including accounting, banking support, tax and estate planning, and specialized consulting.

David Harlow is a financial advisor at Earned Wealth Advisors, LLC in Walnut Creek, CA, holding the PFS™ designation and Series 65 license with 20 years of industry experience. He previously worked at Capital Performance Advisors LLP and is involved with TWD Payroll, Inc. and Thomas, Doll & Company, CPAs. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, employing a diversified, buy-and-hold investment approach informed by third-party consultants and an internal committee.

Michelle Eversman is a CFP® with six years of industry experience, currently serving at Aspiriant, LLC in San Francisco. She has been with Aspiriant in various roles since 2017 and previously worked at Deloitte Tax LLP. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional clients, providing investment management, wealth planning, family office, and specialty services. The firm builds customized investment programs using asset allocation informed by internal research and offers comprehensive wealth services including accounting, tax and estate planning, and specialized consulting.

Sunita Pathak is a financial advisor at Earned Wealth Advisors, LLC with one year of experience in the industry. She has worked as a senior tax accountant at Chahal & Associates LLC since 2009. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm employs a diversified investment approach using independent managers and model portfolios, supported by financial planning techniques and discretionary management.

Thomas Lifson is a financial advisor at SVB Wealth with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Citigroup and Jefferies LLC. Outside of his advisory role, he serves as an advisor to MedKal Health Ltd., a biotechnology startup, focusing on balance sheet and cash management. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients with wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a combination of fundamental, quantitative, and technical analysis supported by an Investment Committee to oversee allocations and manager adherence.

Ashley Legg is a financial advisor with Jordan Park Group LLC in San Francisco, holding a Series 66 designation and eight years of industry experience. Prior to joining Jordan Park Group in 2022, she worked at Emerson Equity, Catalyst Private Wealth, and Dimensional Fund Advisors. Jordan Park Group serves primarily high-net-worth individuals, families, and philanthropic organizations, providing discretionary portfolio management, family office services, and customized investment solutions with an emphasis on strategic asset allocation and ESG integration when requested.

Tanis Kelly is a financial advisor at Cooper McManus with three years of industry experience. Prior to joining Cooper McManus, Tanis worked at Securities America Advisors, Inc. and has been involved with Greystone Advisory Group and TK Settlement Consulting. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process and utilizes a broad range of instruments, including stocks, bonds, mutual funds, ETFs, and cryptocurrency products.

Gabriel Garcia is a financial advisor with Compound Planning, Inc. in Oakland, CA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Morgan Stanley Smith Barney LLC, First Republic Investment Management, and Wells Fargo, among others. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process with a range of strategies, including direct indexing and alternative investments, supported by technology and automated portfolio monitoring.

David Liberio is a financial advisor at Infinity Financial Services Advisory with one year of industry experience. He holds Series 65 and Series 66 credentials. His prior roles include positions at Northwestern Mutual Investment Services, Keller Williams, Rocket Mortgage, Global Equity Finance, and Freedom Mortgage. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. 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 incorporates various analytical techniques and uses a range of investment products including mutual funds, ETFs, annuities, options, and alternative investments.

Rachel Elson is a CFP® professional with five years of industry experience, currently serving at Perigon Wealth Management, LLC since 2019. Prior to joining Perigon, she worked at Meredith (formerly Time Inc.) for two years and was self-employed for two years. She serves as a board member and treasurer for So Percussion, a music organization that creates and presents works and educational initiatives to students. Perigon Wealth Management provides customized investment advisory and wealth management services to 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 acts as sponsor and overseer of wrap programs and sub-advisor relationships.

Brendan Supple is a financial advisor at Citizens Private Wealth with four years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. Outside of finance, he has experience in the food and real estate sectors, having worked at F'real Foods and Opendoor. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, and institutional clients. The firm focuses on tailored long-term asset allocation within an open-architecture framework and offers a range of investment management, advisory, and business consulting services.

Mark Foster Sr. is a financial advisor with Nwf Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Principal Securities Inc, Mbfs Inc, and Principal Life Insurance. Foster also operates Mark Foster Insurance Services, where he sells and services group health insurance. Nwf Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement consulting through an open-architecture, technology-driven platform.

Brian Kreischer is a financial advisor at Frank, Rimerman Advisors LLC with 23 years of industry experience. He holds a Series 65 credential and has been associated with the affiliated firm Frank, Rimerman & Co., LLP since 1991, where he is a certified public accountant and business services partner. Frank, Rimerman Advisors LLC provides financial planning, wealth management, and portfolio management services to high-net-worth individuals, qualified investors, trusts and estates, charitable organizations, and select limited liability companies. The firm employs a long-term, individualized investment approach with diversified portfolios and maintains a structure supported by its parent CPA firm.

Michael Thomas is a financial advisor with Advisor Resource Council, holding Series 63 and 65 licenses and six years of industry experience. He previously worked at Falcon Point Capital, LLC for 18 years. Thomas serves as a partner, senior portfolio manager, and director of research at AIQ Asset Management, where he is involved in portfolio selection, strategy, and analysis. Advisor Resource Council is a multi-team SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with fundamental analysis to offer a variety of model and separately managed account strategies, along with custom investment solutions tailored to client objectives.

Charles Strickler is a financial advisor with Concorde Asset Management, LLC in San Francisco, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, J.P. Morgan Securities, UBS Financial Services, and Lehman Brothers. Outside of his advisory work, Strickler is involved in family businesses including a pizza restaurant and a car wash, and serves on the finance subcommittee of the Headland Center for the Arts. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using model-based strategies and serves as an overlay manager with integration across multiple platforms.

Nancy Corrigan is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. She has been with The Strategic Financial Alliance, Inc. since 2005. Outside of her advisory role, she owns Beacon College Funding Solutions, Inc., which assists parents in obtaining need-based financial aid for college students. The Strategic Financial Alliance, Inc. provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm operates multiple portfolio programs and supports participation in third-party manager platforms, managing a majority of assets on a non-discretionary basis.

Tyler Brooks is a financial advisor at Perigon Wealth Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Insight Wealth Strategies, LPL Financial, and Ameritas. Outside of his advisory role, he is also an insurance agent and the owner of SamoaBound, LLC. 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 tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting formal annual reviews.

Samuel Pun is a financial advisor at Freestone Capital Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Scharf Investments and Sonen Capital LLC. He has been with Freestone Capital Management since 2019. Freestone Capital Management, LLC is a wealth management firm managing approximately $11.49 billion in regulatory assets for around 2,783 clients through 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, employing a multi-manager investment approach focused on diversification and downside risk management across equities, fixed income, and private strategies.