Pratibha Yadav is a financial advisor at Aspiriant, LLC with three years of industry experience. She holds a Series 65 designation and has worked in various roles within Aspiriant since 2020. Prior to her advisory career, she was employed by Sage Publications and CLSA Ltd and has an academic background from the London School of Economics. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering a range of investment management and wealth planning services. The firm provides customized investment programs utilizing a mix of third-party managers, ETFs, separate accounts, private investments, and mutual funds, along with expanded family office services including accounting and banking support.

Huilian Zhang is a financial advisor at Symphony Financial, Ltd. Co. with one year of industry experience. Prior to joining Symphony Financial, Zhang worked for ten years at Juniper Networks and has also been involved with MKI Marketing. Symphony Financial provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach that incorporates fundamental and technical analysis and offers tailored portfolios with continuous monitoring.

William Conn is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and 39 years of industry experience. His prior roles include positions at Raymond James & Associates and JPMorgan Chase Bank NA. He serves as managing director of W.J. Conn Capital Corp. and is a successor trustee to his father’s trust. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm generally pursues customized, long-term portfolio strategies using mutual funds, ETFs, equities, and fixed income, and offers additional services including retirement plan advisory and financial planning.

Nitu Kumar is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. He also serves as a senior tax preparer at Chahal & Associates LLC, an accounting firm where he has worked since 2015. 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.

Quinton Mcdermott is a financial advisor at Destination Wealth Management in Walnut Creek, CA, with 7 years of industry experience. He holds the CFP®, ChFC®, and Series 65 credentials. His prior experience includes roles at Intellectus Partners, LLC, SPG Advisors LLC, and Penn Mutual Life Insurance Company. Destination Wealth Management offers 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 informed by fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Peter Espiritu is a financial advisor at BakerAvenue with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for over two decades. 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 specialized strategies across multiple asset classes.

Karena Schwenk is a financial advisor at Capital Analysts with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Lincoln Investment, Great American Advisors, Inc., and National Education Services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm utilizes an in-house investment management and research team to support discretionary and non-discretionary portfolio management across various programs and offers a range of advisory services with differing levels of discretionary authority.

Malia Salas Russell is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Destination Wealth Management since 2025 and previously spent six years at Mraz, Amerine & Associates, Inc. Outside of her advisory roles, her background includes experience in the brewing and process cooling industries. Destination Wealth Management serves a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, and business entities. The firm offers discretionary investment management and financial planning, using model portfolios that combine equities, fixed income, ETFs, alternative investments, and other strategies, supported by an Investment Policy Committee and third-party oversight of alternative investments.

Daniel D'orazio is a Series 65 licensed advisor with seven years of industry experience. He has worked at Parallel Advisors, LLC since 2021, following roles at Scharf Investments and KCM Investment Advisors. 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 uses technology platforms to manage portfolios and implement tax-efficient strategies.

Gregory Wendt is a CFP® with 25 years of experience in financial advisory. He is currently with Perigon Wealth Management, LLC, having previously worked at Stakeholders Capital, Inc. Outside of advisory work, he is involved in multiple nonprofit organizations focused on the green economy and serves as an outside strategic advisor for philanthropic and impact investing initiatives. 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 offers discretionary portfolio management and oversight of sub-advisors and wrap-fee programs, with a focus on individualized portfolio construction and institutional client relationships.

Christine Gibson is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at firms including ChangePath, LLC, Sorrento Pacific Financial, LLC, Gibson Group Advisors, and Partnervest Advisory Services LLC. Outside of advising, she owns and oversees a private rental property. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored portfolio management through its extensive network of Investment Adviser Representatives.

Miguel Delgado is a CFP® with 11 years of industry experience and is currently with Legacy Wealth Management, LLC. His prior roles include positions at Lion Street Advisors, Ameritas Life Insurance Corp, and David White & Associates. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored strategies, continuous account monitoring, and access to a broad range of investment options through a multi-team platform.

Matthew Sharp is a CFP® professional at Aspiriant, LLC with five years of industry experience. He has worked exclusively with Aspiriant since 2017, with a brief period of unemployment from 2015 to 2017. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients by providing discretionary and non-discretionary investment management alongside comprehensive wealth planning and family office services. The firm employs a customized investment approach incorporating asset allocation guided by internal research and offers an extended suite of financial services including accounting, banking support, tax and estate planning, and specialized consulting.

Michael Ma is a CFP® and ChFC® with 24 years of industry experience. He has been with Parallel Advisors, LLC since 2012 and also maintains a long-term role at IDS Life Insurance Company. Based in San Francisco, Ma holds a Series 66 license. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations through discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach using fixed income, mutual funds, ETFs, independent managers, and options strategies, complemented by technology platforms for tax-efficient rebalancing and held-away account management.

Jack Mazzera is a financial advisor at Jordan Park Group LLC in San Francisco, CA, holding a Series 65 license with three years of industry experience. His prior experience includes roles at Empirical Wealth Management, Private Ocean LLC, and Morgan Stanley. Outside of advisory work, he was involved with To Glow LLC. Jordan Park Group serves primarily high-net-worth individuals, families, related entities, and philanthropic organizations with multi-million dollar portfolios, offering discretionary portfolio management, sub-advisor oversight, and family office services. The firm’s investment approach includes customized guidelines, a variety of investment vehicles, ESG integration when requested, and the use of alternative strategies, all supported by a centralized Chief Investment Office.

Xiuhua Xu is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Destination Wealth Management. Prior to joining Destination Wealth Management, Xu worked at Baker Avenue Asset Management LP and held positions at Bank of America, N.A. and Merrill. Destination Wealth Management serves a diverse client base, including individuals, high-net-worth clients, and business entities, providing discretionary investment management and financial planning. The firm’s investment approach centers on asset allocation and model portfolios that integrate equities, fixed income, ETFs, alternative investments, and sub-advisers, with a focus on third-party managed alternatives subject to committee oversight and ongoing review.

Lindy Moss is a financial advisor at Concentric with a Series 65 credential and one year of industry experience. Her prior work includes roles at AdvisorAssist, Staples Inc., and Babson College. Concentric primarily serves other registered investment advisers and financial institutions as a sub-adviser and overlay manager, while also managing accounts for individual and high-net-worth clients. The firm uses a combination of quantitative and qualitative portfolio construction techniques and offers customized implementation tools such as tax-loss harvesting and ESG overlays.

David O’Day is a financial advisor at Empirical Wealth Management with Series 63 and Series 65 credentials. He has previously worked at Sageview Advisory Group, Morling Financial Advisors, Live Oak Bank, and Credit Suisse. O’Day began his career after completing his education at UNC Wilmington. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, and retirement plans with fee-based discretionary and non-discretionary investment management, financial planning, and related services. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and operates several affiliated businesses across real estate, insurance, and legal services.

Iuliia Malysheva is a financial advisor at RBC Securities, Inc. with two years of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors, LLC, Bank of America, N.A., and Merrill. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to its affiliated sub-advisor, RBC Rochdale. The firm is notable for its integration within a broad financial services group that includes banking, trust, municipal advisory, and other financial businesses.

Daniel Mcauliffe is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Perigon Wealth Management, LLC in San Francisco since 2013. 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 each client's objectives and risk tolerance, often delegating day-to-day management to independent managers while retaining oversight and due diligence.