Gregory Weiss is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 66 designation and over 24 years of industry experience. He previously worked at Wells Fargo Clearing, Lehman Brothers Inc., and AllianceBernstein L.P. Outside of advising, he owns a vineyard through Alan Astor LLC. Ashton Thomas Securities is a multi-office registered investment adviser and broker-dealer managing approximately $1.86 billion for a diverse client base, offering a range of investment management and financial planning services alongside retirement plan consulting.

Michael Zaninovich is a financial advisor at Robertson Stephens with 10 years of industry experience. He holds a Series 65 designation and has worked at Robertson Stephens Advisors and Robertson Stephens Wealth Management since 2014. Outside of his advisory role, he is a licensed insurance agent with Highland Capital Brokerage, dedicating a small portion of his time to this activity. Robertson Stephens Wealth Management serves individual clients, high-net-worth families, trusts, family offices, charitable organizations, and retirement plans. The firm offers a range of services including portfolio management, financial planning, tax and estate planning, and access to public and private funds, employing a combination of individualized advice and centrally managed model portfolios.

Nicholas Kanzaki is a CFP® with nine years of industry experience, currently advising clients at LNW. He has worked extensively with Wetherby Asset Management and its affiliates since 2016. Based in San Francisco, Kanzaki holds a Series 65 license in addition to his CFP® credential. LNW serves families and high-net-worth individuals by providing comprehensive wealth planning and investment management for trusts, estates, foundations, and endowments. The firm employs disciplined strategic asset allocation with global diversification and offers access to pooled investment vehicles and private funds for qualified clients.

Charles Haynor is a CFA® charterholder with 32 years of experience in the financial industry. He has been with United Capital Financial Advisors since 2014. Outside of his advisory work, he serves as Treasurer and a member of the Board of Directors at the Rayner Foundation, a nonprofit organization. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm offers discretionary portfolio management, access to third-party managers, and customized strategies with ongoing monitoring and reporting.

Jennifer Hicks is a Certified Financial Planner™ (CFP®) with 10 years of industry experience. She is currently with Laird Norton Wetherby Wealth Management, LLC and was previously with Wetherby Asset Management for a decade. LNW serves families and high-net-worth individuals, providing comprehensive wealth planning and investment management for related entities such as trusts, estates, foundations, and endowments. The firm employs a disciplined strategic asset allocation approach with global diversification and offers access to alternative investments and private funds.

Seton Mcandrews is a CFP® and Series 66-registered advisor with 20 years of industry experience. He joined Freestone Capital Management, LLC in 2025 after 15 years with WrapManager, Inc. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,900 clients with $14.5 billion in assets under management through a team of 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, employing diversified portfolios constructed using fundamental and quantitative analysis with an explicit focus on downside risk.

Martha Delgado is a CFA® charterholder and holds a Series 63 license, with two years of industry experience. She is currently an advisor at IP Financial Advisory Services LLC and Innovation Partners LLC, having previously worked at Paradigm Institutional Investors and Allspring Global Investments. Delgado serves on the investment committee for Marin Health’s operating and pension pools. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and managed account programs. The firm offers customized portfolio construction and monitoring, retirement-plan consulting, and access to third-party investment advisors, with an emphasis on non-high-net-worth individuals.

Nicholas Larry is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Transamerica Financial Advisors. Outside of financial services, he has been involved with Lucky Devil Brewery and One Hundred Consulting LLC. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Jay Kotecha is a financial advisor at ON Investment Management Company with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Perfect Price. Outside of his advisory role, he is involved in the sale and service of group life insurance through Embarcadero in San Francisco. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a mix of discretionary and non-discretionary accounts and maintains a dual-registration model integrating broker-dealer activities.

Timothy Kaiser is a financial advisor with Perigon Wealth Management, LLC in San Francisco, CA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His prior roles include positions at Wealth Advisors Inc., First Allied Securities, Cetera Advisors, and Girard Securities. Outside of his advisory work, he co-owns Kaiser Oaks, LLC, an equine boarding and care business. 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 delegating day-to-day investment management to independent managers while maintaining oversight and conducting regular reviews.

Kyte Crigger is a CFP® with three years of industry experience, currently advising at Parallel Advisors, LLC in San Francisco, CA. Prior to joining Parallel Advisors in 2023, Kyte worked at Btig LLC for three years and attended the University of California Berkeley. Parallel Advisors serves a diverse client base including individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach that includes fundamental, technical, and cyclical analysis across various asset classes, and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Lee Erby Jr. is a financial advisor at SVB Wealth with 18 years of industry experience. He holds a Series 66 designation and has previously worked at CitiGroup, Bank of America, Merrill, and First Citizens Investor Services. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a combination of fundamental, quantitative, and technical analysis and oversees third-party managers through a documented due diligence process.

Michael Millman is a CFP® and ChFC® with 28 years of experience in financial advising. He is currently with Parallel Advisors, LLC and has previously worked at Fifth Third Wealth Advisors LLC and U.S. Bank Private Wealth Management. Outside of advising, he is a manager at High Desert Holdings II, LLC, a real estate business. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including fixed income, mutual funds, ETFs, and independent managers, and offers integrated technology solutions and fiduciary services through an affiliated trust company.

Knud Gotterup Jr. is a financial advisor at Parallel Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parallel Advisors since 2016 and The Savant Group since 2003. Parallel Advisors serves individuals, including high-net-worth clients, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and cyclical analysis across various asset classes and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Mitchell Weitz is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with Citizens Private Wealth and has previously worked at JP Morgan Chase bank, J.P. Morgan Securities, First Republic Securities Company, and Bloomberg LP. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, estates, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering discretionary portfolio management supported by quantitative and qualitative research, along with consulting services for multigenerational families and closely held businesses.

Brieanna Ford is a CFP® and holds a Series 65 license, currently serving as a financial advisor at BakerAvenue with three years of industry experience. Her prior roles include positions at Conquis Financial LLC, Capital Advantage, Inc., and First Republic. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management, financial planning, family office services, concentrated stock management, alternative investments, and tax and estate planning, employing strategies that blend quantitative, fundamental, and tactical allocation approaches.

Spencer Terris is a CFP® and Series 65 credentialed advisor with six years at Parallel Advisors, LLC and three years of industry experience. Prior to joining Parallel Advisors, he worked for six years at Hub Strategy and Communication. 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, independent managers, and options strategies, along with technology-enabled tax-efficient rebalancing and held-away account management.

Sam Su is a CFP® with 26 years of experience in the financial services industry. He has held roles at firms including UBS Financial Services, Morgan Stanley, Merrill, and Ameriprise before joining Aegis Capital Corp. in San Francisco. Aegis Capital Corp. provides investment advisory and related financial services to both individual and corporate clients, offering 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, with a notable portion of assets managed on a non-discretionary basis.

Tanya Welch is a financial advisor at BakerAvenue Asset Management with 17 years of industry experience. She holds the CFP®, CFA®, and Series 66 designations. Her prior roles include positions at Polaris Wealth Advisory Group, Polaris Equity Management, Inc., and UBS Financial Services. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm combines quantitative, fundamental, and tactical allocation strategies across a range of named portfolios, offering discretionary portfolio management alongside financial planning, family office services, and specialized tax and estate planning support.

Jasmine Jordan is a financial advisor with Concorde Asset Management, LLC in San Francisco, CA, holding a Series 66 designation and seven years of industry experience. She has worked at Concorde Asset Management since 2019 and previously at Comprehensive Financial & Tax and California Pizza Kitchen. Outside of her advisory role, she is involved as a Client Relationship Manager and Registered Assistant at Sequent + Real Estate Wealth Management. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individual, corporate, charitable, and retirement plan clients. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and external strategist models, and offers a range of products including alternative investments and ERISA plan services.