Ramy Antar is a CFA® charterholder with 26 years of industry experience. He is affiliated with RBC Securities, Inc. and has previously worked at City National Securities, Inc., City National Rochdale, and Fisher Investments, Inc. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. Investment management is delegated to an affiliated sub-advisor, RBC Rochdale, which constructs and manages portfolios using mutual funds, ETFs, SMAs, and individual securities on a discretionary basis.

Christopher Gallo is a financial advisor at Hilltop Securities Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hilltop Securities since 2013. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform.

Hugh Beecher is a financial advisor with Citizens Private Wealth, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at JP Morgan Chase Bank and First Republic Securities Company prior to joining Citizens Private Wealth in 2024. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients, offering discretionary and non-discretionary investment management within an open-architecture platform. The firm integrates tactical allocation adjustments and combines quantitative and qualitative research under CIO oversight, leveraging its affiliation with Citizens Bank to provide additional banking and lending products alongside expanded business consulting services.

Darin Fierstein is a financial advisor with Parallel Advisors, LLC in San Francisco, holding Series 63 and Series 65 licenses and having four years of industry experience. He previously worked at Rockefeller Capital Management and Boston Partners. Parallel Advisors serves a diverse client base including individuals, high-net-worth clients, business entities, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach incorporating fundamental, technical, and cyclical analysis across various asset classes and utilizes technology platforms to support tax-efficient portfolio management.

Shih Hua Liu is a financial advisor at Arete Wealth Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked with Portsmouth Financial Services, Inc. and Woodbury Financial Services, Inc. Prior to joining Arete Wealth Advisors, he managed his own DBA, SWM Financial. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations and integrates affiliated financial businesses and product channels in its service offerings.

Audrey Grubman is a CFP® with 29 years of industry experience. She has been with NorthRock Partners, LLC since 2025 and previously worked at Parkside Advisors LLC and Grubman Wealth Management. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and the use of both public and private market strategies.

Andrew Wachner is a financial advisor with RBC Securities, Inc. in Concord, CA, holding a Series 66 designation and 13 years of industry experience. He has been with City National Securities, Inc. since 2014. Outside of his advisory role, Wachner serves as a board member for the Gehringer Park Recreation Club in his community. 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 utilizes an affiliated sub-advisor for portfolio management and integrates a broad range of financial services through its affiliation with a bank parent and related entities.

Sabina Pan is a financial advisor at Financial Gravity Family Office Services, LLC with three years of industry experience. She holds a Series 65 credential and has worked previously at Avantax Advisory Services and New Home Professional. Outside of her advisory role, she serves as CEO of Bay CPA Plus, a public accounting and tax practice where she manages client services and operations. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a multi-disciplinary investment approach using fundamental, technical, and cyclical analysis and often works with third-party sub-advisors and model portfolios.

Daniel Copenhagen is an advisor at Continuum Advisory, LLC with two years of industry experience. He has worked at Mindshare Group Benefits & Insurance Services, Inc. since 2001, where he is president and owner of a full-service health insurance and benefits consulting firm. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to both individual and institutional clients, including high-net-worth individuals and pension plans. The firm integrates professional services such as tax preparation and estate planning, while utilizing a centralized technology platform for client reporting and portfolio management.

John Lau is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with Robertson Stephens Wealth Management, LLC and has prior experience at Fortune Financial Services, Inc and LFS Asset Management, LLC. He serves as a director for FIAT, a nonprofit organization focused on financial aptitude training. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement and profit-sharing plans, managing $8.76 billion in assets. The firm offers discretionary and non-discretionary portfolio management along with comprehensive planning services, utilizing in-house model portfolios and third-party managers across a range of investment strategies.

Michael Conway is a financial advisor with SVB Wealth LLC based in San Francisco, CA. He holds Series 66 and Series 63 licenses and has 15 years of industry experience. His background includes roles at Silicon Valley Bank and Boston Private Wealth LLC. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a due diligence process to select third-party managers and is a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Company, with affiliated bank, trust, broker-dealer, and asset management entities.

Sandra Bragar is a CFP® professional with 20 years of experience in financial advising, currently with Aspiriant, LLC in San Francisco. She has been with Aspiriant since 2008 in various roles and continues to serve clients through the firm. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers a range of wealth management services including discretionary investment management, wealth planning, family office services, and specialized consulting, supported by customized investment programs and a variety of implementation options.

Lauren Cosulich is a financial advisor at Summit Trail Advisors, LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Summit Trail Advisors since 2015 and Summit Trail Securities since 2017. Outside of her advisory role, she serves as secretary for CommunityWalk Inc., a consumer website mapping tool. Summit Trail Advisors serves a diverse client base including individuals, trusts, business entities, and institutional clients, offering portfolio management, financial planning, and family office services. The firm’s investment approach involves asset allocation, investment selection, and portfolio construction across multiple asset classes, utilizing an open-architecture model that includes ETFs, separate accounts, and private funds.

Steven Gasparini is a CFP® and CFA® with 10 years of industry experience. He is currently with Destination Wealth Management and has previously worked at Creative Planning, Sullivan, Bruyette, Speros & Blayney, Eaglestone Wealth Advisors, and Triad Advisors. Destination Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary investment management and financial planning, employing a model portfolio approach that includes equities, fixed income, ETFs, alternative investments, and options, with a distinctive alternative investment program subject to ongoing committee review.

John Werhan is a financial advisor with Earned Wealth Advisors, LLC, holding the PFS™ designation and Series 65 license. He has 26 years of industry experience, including previous roles at Capital Performance Advisors LLP and PensionOne Advisors, Inc. Outside of his advisory work, he is involved with TWD Payroll, Inc., a business he has been associated with for over a decade. 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 specialized retirement-plan advisory services, utilizing a diversified investment approach informed by both internal and third-party expertise.

Aaron Phillips is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Infinity Financial Services since 2016 and has also engaged in tax preparation through an affiliation with a tax services provider since 2015. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients through 35 advisors. 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 that includes charting, fundamental and quantitative analysis, and the use of complex investment products such as options.

Hailun Zheng is a financial advisor at Jordan Park Group LLC with the ChFC® designation and two years of industry experience. Prior to joining Jordan Park Group in 2025, Zheng held positions at Savvy Wealth Inc, Fidelity Investments, J.P. Morgan Securities, and New York Life Insurance, among others. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals and families, as well as institutional clients such as charitable organizations and foundations. The firm employs a CIO-led investment team and committee approval process to implement customized investment policies across various account types and pooled investment vehicles.

Marsha Jong is a CFA® charterholder with 24 years of industry experience. She is currently an advisor at Empirical Wealth Management and previously worked at BlackRock Investments, LLC, and Barclays Global Investors. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based approach using diversified model portfolios across multiple asset classes and offers a range of financial planning, investment management, and affiliated real estate, insurance, and estate-planning services.

Brenda Simson is a financial advisor at Founders Financial Securities LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Transamerica Financial Advisors, Inc. and Visa Inc. She also works as an independent contractor writing and selling Medicare insurance policies. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients. The firm supports a broad network of advisors managing approximately $4.1 billion in client assets and offers multiple advisory platforms including managed portfolios, financial planning, and 1031 exchange consulting.

Courtney Horn is a financial advisor at NorthRock Partners, LLC with 23 years of industry experience. She holds a Series 66 designation and spent 15 years at Ameriprise Financial Services, Inc. before joining NorthRock in 2023. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach that includes diversification, periodic rebalancing, and the use of both public and private market strategies.