Elena Gorskaya is a CFA® charterholder with six years of industry experience. She is currently an advisor at Concentric, where she has worked since 2022. Her prior experience includes roles at Advisor Partners, LLC and Echelon Asset Management. Concentric provides discretionary sub‑advisory portfolio management and model portfolio construction primarily to other registered investment advisers and financial institutions, utilizing quantitative optimization and multi‑factor risk models alongside qualitative oversight. The firm’s services emphasize specialized strategies and technological integration, including AI and tax‑aware approaches, with a business model centered on sub‑advisory relationships rather than direct retail clients.

Jerry Rendic is a financial advisor at Parallel Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Parallel Advisors since 2006. 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 diverse investment approach that includes fundamental, technical, and cyclical analysis across multiple asset classes and utilizes technology platforms for tax-efficient rebalancing and held-away account management.

Gary Watts is a CFP® professional with 16 years of industry experience, currently serving at Coppell Advisory Solutions LLC. His career includes roles at Wealth Enhancement Group, LPL Financial, JP Morgan Chase Bank, and Anderson CPAs. He also operates Watts Advisor Tax Planning, providing tax planning and insurance products. Coppell Advisory Solutions LLC (Fusion Investment Advisors) offers discretionary portfolio management and financial planning to a diverse client base, including high net worth individuals, pension plans, trusts, and charitable organizations. The firm uses an open-architecture platform with tailored investment strategies across a broad range of asset classes.

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 over 40 years of industry experience. His prior experience includes roles at Raymond James & Associates and JPMorgan Chase Bank and J.P. Morgan Securities. He serves as managing director of W.J. Conn Capital Corp. and acts as successor trustee to a family trust. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm delivers customized, long-term portfolio management and financial planning through a national network of independent investment adviser representatives.

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 CFP®, ChFC®, and Series 65 registered advisor with eight years of industry experience. He currently works at Destination Wealth Management and previously held roles at Intellectus Partners, LLC, SPG Advisors LLC, and Penn Mutual Life Insurance Company. His background also includes experience with Stevens Pass Mountain Resort, LLC. Destination Wealth Management offers discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation-driven investment process combining fundamental research with thematic, longer-term perspectives and integrates alternative investment opportunities through a formal program with committee oversight.

Peter Espiritu is a financial advisor at BakerAvenue with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously spent over two decades at Charles Schwab and Charles Schwab Bank. 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, financial planning, family office services, and a range of investment strategies combining quantitative, fundamental, and tactical approaches.

Malia Salas Russell is a CFP® and holds a Series 65 license, with six years of industry experience. She joined Destination Wealth Management in 2025 after spending six years at Mraz, Amerine & Associates, Inc. prior to that. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that integrates fundamental research with thematic, longer-term perspectives across various asset classes and offers alternative investment opportunities with committee oversight.

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® with 12 years of industry experience, currently serving as a financial advisor at Destination Wealth Management. Prior to joining Destination Wealth Management, Xu worked at Baker Avenue Asset Management LP and held roles at Bank of America and Merrill. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses an asset-allocation driven approach combining fundamental research with thematic, longer-term perspectives, and offers alternative investment opportunities subject to committee oversight.

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 in Walnut Creek, CA, holding Series 63 and Series 65 registrations with one year of industry experience. His prior roles include positions at Sageview Advisory Group and Morling Financial Advisors, along with experience at Live Oak Bank and Credit Suisse. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management, financial planning, tax preparation, and retirement-plan consulting. The firm’s investment approach employs Modern Portfolio Theory with diversified model portfolios across multiple asset classes and operates several affiliated businesses providing real estate, insurance, and legal services.