David Pender is a financial advisor at Compound Planning, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments from 2017 to 2024 and Ent Los Gatos from 2016 to 2017. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm employs a customized, risk-based investment approach using fundamental, technical, and modern portfolio theory analysis, and offers solutions including low-cost ETFs, direct indexing, and alternative strategies through third-party sub-advisors and technology partnerships.

Ramon Polin is a financial advisor at Parallel Advisors, LLC with 24 years of industry experience. He has held positions at Parallel Advisors since 2016 and previously worked for Sensiba San Filippo Financial Advisers LLC from 2003 to 2016. His credentials include Series 63 and Series 65 licenses. 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 a diversified investment approach that includes fundamental, technical, and cyclical analysis across various asset classes, incorporating technology platforms and adviser-only vehicles to support tax-efficient portfolio management.

Daria Victorov is a CFP® professional with nine years of industry experience, currently serving as an advisor at Abacus Wealth Partners since 2016. Based in San Francisco, she is part of a multi-team firm consisting of 49 advisors. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, trusts, charitable organizations, and business entities. The firm employs a passive-oriented investment approach focused on asset classes, fundamental manager analysis, and ESG screening, while tailoring portfolios to clients’ risk profiles and goals.

Lee Crocker is a CFP® professional with 19 years of industry experience. He is currently a financial advisor at RFG Advisory, LLC, where he has worked since 2018. Prior to this, he held roles at Bank of America and Merrill from 2009 to 2018. Crocker is also a founding partner of Landscape Wealth Advisors, LLC. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a range of clients including investment companies and state and municipal entities.

Timothy Mansell is a CFP®-certified financial advisor with 38 years of industry experience, currently affiliated with PFG Advisors. His prior experience includes roles at OSAIC, Securities America, Inc., and Wells Fargo Advisors. Mansell also works as an insurance agent, selling various life insurance products and annuities to his clients. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm uses a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing.

Jacob Schutt is a financial advisor with Parallel Advisors, LLC in San Francisco, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Parallel Advisors since 2007. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a diversified investment approach incorporating fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Gavin Neil is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in San Francisco. He has held various roles at Aspiriant since 2014. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, family office, and specialty services. The firm offers customized investment programs using internal capital market expectations and a range of implementation options, along with expanded family office capabilities and public mutual fund management.

Dong Hwan Hong is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He currently works at BakerAvenue, where he has been since 2022. Prior to this, he was with Cresset Asset Management and Sand Hill Global Advisors. BakerAvenue provides wealth management, financial planning, and family office services primarily to high-net-worth and institutional clients. The firm employs multiple investment strategies combining tactical allocation, quantitative analysis, and fundamental research, and offers a broad range of services including tax and estate planning, philanthropy, and trustee oversight.

Jonathan Wilson is a financial advisor at Summit Trail Advisors, LLC with nine years at the firm and three years of industry experience. He holds a Series 65 credential and previously worked at Dill Plumbing. Summit Trail Advisors serves a diverse client base, including high-net-worth individuals, business entities, and institutional clients, offering portfolio management, financial planning, and family-office services. The firm emphasizes a disciplined investment process that incorporates asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome objectives.

Molly Markward is a CFP® professional with seven years of experience at Moss Adams Wealth Advisors LLC and prior experience at Instacart and Winegars. She is based in Seattle, WA. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm provides comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets through a multi-advisor team.

Herald Podger is a financial advisor at RBC Securities, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with City National Bank since 2010. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates its advisory business within a broader financial services group affiliated with a bank, offering portfolio management through an affiliated sub-advisor and a range of custodial and cash-management features.

Claudia Rivas is a financial advisor at SeaCrest Wealth Management, LLC with 20 years of industry experience. She holds the Series 66 designation and has previously worked at J.P. Morgan Securities, First Republic Investment Management, Bank of America, Merrill Lynch, and Wells Fargo. Outside of her advisory role, she is an owner and partner of OTOMI TTO, LLC, a real estate business focused on property updates and rental planning. SeaCrest Wealth Management, LLC is a multi-advisor SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis across various asset types and offers specialized services such as divorce financial mediation and employer-sponsored plan consulting.

Ashley Duffey is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. She is currently with Concentric in Walnut Creek, CA, where she has worked since 2024. Prior to joining Concentric, she was with LAB Quantitative Strategies and Personal Capital Advisors Corporation. 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 to customize investment solutions.

Michael Curley is a CFA® charterholder with 31 years of industry experience. He is currently with Robertson Stephens, where he has worked since 2018 following a brief tenure at Exchange Bank Trust & Investment Management. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, model portfolios, and a range of planning services including tax and estate planning.

Sophia Feng is a CFP® and holds a Series 65 license with 13 years of experience in financial advising. She has worked primarily at Destination Wealth Management, with a brief tenure at Creative Planning LLC. Outside of her advisory role, she is involved in managing a rental property in Livermore, CA. Destination Wealth Management provides discretionary investment management and financial planning services to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a core-and-tactical allocation framework supported by fundamental research and macroeconomic analysis, managing over $4.1 billion in assets.

Brennan Foust is a financial advisor with RWA Wealth Partners, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Adviser Investments, LLC and Stevens Foster Financial Advisors. RWA Wealth Partners provides investment management, financial planning, integrated tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm’s investment approach emphasizes strategic asset allocation, an open-architecture platform, and customized fixed income and cash management solutions.

James O'Connor is a CFP® and CFA® credentialed financial advisor with 11 years of industry experience. He has worked at 1919 Investment Counsel, LLC since 2018 and previously held roles at Rand & Associates and ArrowMark. 1919 Investment Counsel provides discretionary and non-discretionary investment management and related wealth-planning services to both individual and institutional clients. The firm emphasizes customized portfolios with liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and periodic reviews.

Austen Clark is a financial advisor at NorthRock Partners, LLC with three years of industry experience and holds a Series 65 designation. Prior to joining NorthRock, he worked at Ballentine Partners, LLC and has held roles outside finance, including at Stonestreet Winery and Aquasport Jetski Rentals. NorthRock Partners is a full-service wealth management firm serving high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and periodic rebalancing across public and private market strategies.

Barbara Matheson is a CFP® with 26 years of industry experience, currently serving as an advisor at Destination Wealth Management since 2019. Prior to this, she worked at TD AMERITRADE for three years. Destination Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm focuses on discretionary investment management and financial planning, utilizing a model portfolio approach that incorporates equities, fixed income, ETFs, alternative investments, and options, with ongoing committee oversight for alternative strategies.

Blair Stientjes is a financial advisor with Accelerate Retirement in Walnut Creek, CA, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has worked at Accelerate Investment Advisors LLC since 2023 and previously spent seven years with Kestra Advisory Services and KESTRA Investment Services. Blair serves on the board of the Walnut Creek Chamber of Commerce, contributing to community activities. Accelerate Retirement provides retirement plan consulting, discretionary investment management, financial planning, and fiduciary services to individual and institutional clients, including high-net-worth individuals, trusts, corporations, and employer plan sponsors. The firm implements customized investment programs through a network of advisers using a variety of securities and emphasizes long-term portfolio management and plan-level fiduciary support.