Rachel Elson is a CFP® with six years of experience at Perigon Wealth Management, LLC. Prior to joining Perigon, she worked at Meredith (formerly Time Inc.) from 2015 to 2018. She serves as a board member and treasurer for So Percussion, a music organization focused on creating and presenting works and educational initiatives to students. 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 clients’ objectives and risk tolerance, often delegating day-to-day investment management to independent managers while maintaining oversight and conducting formal annual reviews.

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 an investment advisor representative at NWF Advisory Services Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Principal Securities Inc. and MBFS Inc. Foster also owns and operates Mark Foster Insurance Services, which sells and services group health insurance. NWF Advisory Services manages approximately $6.4 billion in client assets, serving primarily individual and high-net-worth clients. The firm offers portfolio management and financial planning through a technology-driven platform that employs open architecture and a variety of program options tailored to client objectives.

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 at Advisor Resource Council with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Falcon Point Capital, LLC for 18 years. Thomas is also a partner, senior portfolio manager, and director of research at AIQ Asset Management, where he is involved in asset management services and portfolio strategy. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm employs AIQ model portfolios that integrate artificial intelligence with fundamental analysis, offering tiered strategies for various account sizes and bespoke options for high-wealth clients.

Michael Solari is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and two years of industry experience. He has worked with Encompass More since 2023 and concurrently with Appreciation Financial since 2020, where he is also a licensed life insurance agent involved in retirement and financial planning. Prior to his financial career, he spent nine years with Venge Vineyards. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, focusing exclusively on individual investors rather than corporate or charitable clients.

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 positions at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Outside of advisory work, he is involved in several entrepreneurial ventures, including providing guidance for a family-owned pizza restaurant and a car wash business, as well as participating in the finance subcommittee for the Headland Center for the Arts. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset-allocation and model-based strategies and provides ERISA retirement-plan advisory services and management of variable annuity separate accounts.

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.

Michael Mckean is a financial advisor at Infinity Financial Services Advisory with 37 years of industry experience. He holds a Series 63 designation and has been with Infinity Financial Services Advisory since 2020, following four years at Infinity Financial Services. He is also the owner of NorCal Benefit Solutions, a health and life insurance business. 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 including technical and fundamental analysis and strategies incorporating mutual funds, ETFs, options, and complex products.

David Rairden is a CFP® professional with 27 years of industry experience, currently advising at Destination Wealth Management where he has worked since 2017. He holds Series 63 and Series 65 licenses. Destination Wealth Management serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm offers discretionary investment management and financial planning, utilizing model portfolios that combine equities, fixed income, ETFs, alternative investments, and sub-advisers, with a focus on rigorous oversight of alternative investments and coordinated estate and tax services through strategic partners.

Arend Warmerdam is a financial advisor with SVB Wealth, holding Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at First Citizens Investor Services, Silicon Valley Bank, Boston Private Wealth, and Whittier Trust Company. Outside of his advisory work, he is involved in nonprofit organizations supporting youth sports and education, serving on boards such as The Asomugha Foundation and The Olympic Club Foundation, and he manages a small family farm business. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a multi-strategy investment approach involving affiliated and third-party managers, supported by an Investment Committee, and operates as a wholly owned subsidiary of First Citizens Bank.

Meredith Rosen is a financial advisor at BlueSpring Wealth Management, LLC with 13 years of industry experience. She holds the Series 65 designation and has worked at firms including Kestra Financial Inc., Capital Planning Advisors, and Bedell Frazier Investment Counselling, LLC. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment process is overseen by an Investment Committee and emphasizes customized investment policies developed through its proprietary Sojourn™ application.

Tiffany Myers is Vice President and Financial Consultant at Fidelity Investments, where she has worked since 2007. In her current role, she partners with clients to help them make informed decisions regarding their financial independence, leveraging Fidelity's resources to develop comprehensive family wealth plans. Her experience at Fidelity includes positions as Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she held various roles at Bank of America from 2002 to 2007. Tiffany holds a California Insurance License. Outside of her professional work, Tiffany's personal interests include art, baseball, concerts, fishing, scuba diving, and traveling.

Matthew Lau is a CFP® and Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Robertson Stephens Wealth Management, where he has worked since 2022, and has held prior roles at Fortune Financial Services and LFS Asset Management. Outside of his advisory work, Lau volunteers as a financial literacy presenter for a nonprofit organization. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing $8.76 billion in assets as of December 31, 2025. The firm offers discretionary and non-discretionary portfolio management, planning services including tax and estate planning, and uses a combination of in-house model portfolios, third-party managers, and sub-advisors supported by an internal investment committee.

Cheryl Keilman is a financial advisor at RBC Securities, Inc. with seven years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank and BMO Harris Private Bank. Outside of her advisory role, she is a landlord of a rental property in Chicago. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a bank parent, providing clients access to various asset allocation strategies and custodial services.

Noah Dalhamer is a financial advisor at Destination Wealth Management with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Destination Wealth Management in 2021, he held positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Destination Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary investment management and financial planning, utilizing a suite of model portfolios that include equities, fixed income, ETFs, alternative investments, and other strategies, with ongoing oversight of alternative investments through an Investment Policy Committee.

Christopher Cummock is a financial advisor at Parallel Advisors, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including O'Donnell Financial Group, Tri Coast Capital, and Tamalpais Asset Management. In addition to his advisory work, he is the founder and principal of Waterfall Prospectus Investors, a consulting business focused on startup and angel investing. 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 that includes fixed income, mutual funds, ETFs, and independent managers, supported by technology platforms for tax-efficient rebalancing and managed held-away accounts.

Stacy Tredennick is a financial advisor with NWF Advisory Services Inc and holds a Series 66 designation. She has 23 years of industry experience, including prior roles at OSAIC and WHJR Associates. Outside of her advisory work, she assists in managing her mother’s trust and retirement accounts as a co-trustee and power of attorney. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm offers a range of discretionary and non-discretionary account programs through an open-architecture platform that incorporates advisor-managed portfolios, third-party model portfolios, and a mix of strategic and tactical investment approaches.