Zach Driscoll is a financial advisor with ValMark Advisers, Inc. in San Francisco, CA, holding his Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining ValMark, he was involved with BPM LLP and academic roles at Bemidji State University, St. Cloud State University, and the University of North Dakota. He is also the owner of Driscoll Goalie School LLC, which provides ice hockey goaltending instruction and consulting. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients through a broad network of representatives. The firm emphasizes diversified, goal-based portfolios and asset allocation using mutual funds, ETFs, and separate-account managers, with oversight from an investment committee and integration of third-party manager programs and strategist portfolios.

Leslie Miller is a financial advisor at Integrated Advisors Network LLC with 19 years of industry experience. She holds Series 65 and Series 63 licenses and has been associated with Miller Pacific Financial Advisors and Integrated Advisors Network since 2016. Miller serves on the Investment Committee for the Girl Scouts of Northern California. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a mix of fundamental and quantitative analysis and employs both discretionary and non-discretionary portfolio management, including the use of third-party sub-advisers and a risk-profile framework.

Avi Crane is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes roles at Transamerica Financial Advisors and Debtmerica, among others. Crane is also involved with Alpha Innovation Partners, where he participates in the sales of traditional insurance products. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million across 642 clients with a team of 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, cyclical, fundamental, quantitative, and technical analysis alongside modern portfolio theory.

Timothy Rizzuti is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with BakerAvenue, having joined in 2026, and previously worked at Ameriprise and AssetMark Financial Holdings. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth clients, and institutional clients, employing multiple investment strategies that combine tactical allocation, quantitative analysis, and fundamental research to manage risk and pursue client objectives.

Karen Schmid is a CFA® charterholder with 13 years of industry experience. She is currently with RWA Wealth Partners and was previously with Moirai Wealth Management for 24 years. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and offers customized fixed income and cash management alongside internally managed strategies and tax preparation services.

Thomas O'Keefe is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He is currently with SVB Wealth LLC, where he serves as Head of Investment Strategy. His prior experience includes roles at Silicon Valley Bank and affiliated entities. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to a diverse client base including individuals, trusts, foundations, corporations, and retirement plans. The firm employs a combination of fundamental, quantitative, and technical analysis, offering customized investment solutions and access to private fund opportunities.

John Froley is a CFP® with 29 years of industry experience, currently serving as a financial advisor at NewEdge Wealth. His prior experience includes six years at First Republic Investment Management and nine years at First Republic Securities Company. Outside of his advisory role, he is involved in charitable and educational organizations, including serving as a voting member of the Froley Family Fund trustees and participating on the investment committees for the San Francisco Waldorf School and Huckleberry Youth Programs. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and employs a diversified investment approach that includes model strategies, third-party managers, proprietary solutions, and alternative investments.

Pietro Puducay is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding a Series 66 designation and six years of industry experience. He has been with Infinity Financial Services Advisory since 2020 and also worked at Robert Half in 2018. Outside of his advisory role, he serves as a durable power of attorney for a family member, acting as an agent if needed. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses with portfolio management, financial planning, and pension consulting. The firm employs a range of analytical methods and strategies, including both long-term and short-term trading, and offers access to mutual funds, ETFs, fixed income, annuities, and alternative products.

Curtis Elijah is a CFA® charterholder at Empirical Wealth Management with over 12 years of industry experience. He previously worked at Franklin Templeton Investments and Private Wealth Partners. Curtis is based in San Francisco, CA. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and other investors, offering diversified investment management and comprehensive financial planning services. The firm employs a Modern Portfolio Theory approach, incorporating multiple asset classes and targeted strategies, and operates several affiliated businesses including residential real estate brokerage and insurance services.

Robert Roesener is a CFP® with 10 years of industry experience, currently with Parallel Advisors, LLC since 2022. His prior roles include positions at Ameriprise Financial Services, Inc. and Wells Fargo Advisors. He is also registered as an independent insurance agent, a non-investment-related activity. 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 using fundamental, technical, and cyclical analysis across various asset classes and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Cameron Hackett is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. He has worked at Atomi Financial Group dba Compound Planning since 2022 and previously spent six years at Claraphi Advisory Network, LLC. Mr. Hackett holds a Series 66 designation and is a licensed insurance agent. 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 utilizing fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies supported by third-party sub-advisors and technology partnerships.

Jason Shemtob is a CFP® professional with eight years of experience in the financial industry, currently serving as an advisor at Aspiriant, LLC. He has been with Aspiriant in various roles since 2016. 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 a variety of implementation options and supports clients with expanded family office capabilities, including accounting and banking services.

Michael Spohn is a financial advisor with Hilltop Securities Inc. in San Francisco, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory role, he assists with accounting, bookkeeping, and operational tasks in a family-owned business run by his wife, and he also serves as a notary public providing complimentary document notarization for clients and colleagues. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed account programs, financial planning, retirement-plan consulting, and annuity-based solutions. The firm operates an open-architecture platform featuring third-party and in-house investment strategies, custody, banking, and market-making capabilities, including a municipal bond lineup co-advised with Franklin Templeton Group.

Douglas Moss is a financial advisor with On Investment Management Company, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Parallel Advisors, LLC and Edward Jones Investments, as well as running his own consulting business. On Investment Management Company is a multi-team SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of third-party investment programs and IAR-directed strategies.

Gregory Weiss is a financial advisor with Ashton Thomas Securities, LLC and holds a Series 66 designation. He has 23 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he owns a vineyard through Alan Astor LLC. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers a range of investment management and financial planning services, managing approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices.

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.

Kathleen Hafner is a CFP® professional with experience at Brighton Jones LLC since 2025. Prior to joining Brighton Jones, she worked at Elmwood Wealth Management and Bloom Wealth Advisors. Before entering the financial advisory field, she held various roles in healthcare institutions including UCSF Benioff Children's Hospital Oakland and John Muir Hospital. Brighton Jones LLC provides comprehensive wealth management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, investment management, and private-investment opportunities through its subsidiary Lenora Capital.

Nicholas Kanzaki is a Certified Financial Planner (CFP®) with eight years of industry experience. He is currently with Laird Norton Wetherby Wealth Management, LLC (LNW) and has held various roles within Wetherby Asset Management since 2016. LNW provides comprehensive wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and a core-satellite approach including active managers and alternative investments, supported by discretionary portfolio management and tools such as financial modeling and artificial intelligence.

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.

Daniela Pedley is a financial advisor at Summit Trail Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Summit Trail Advisors since 2015 and Summit Trail Securities since 2017. Outside of her advisory role, she serves on the board of Congo Voice, a charitable organization, and is a member of the advisory committee for Futures Without Violence. Summit Trail Advisors serves a diverse client base including individuals, trusts, charitable organizations, and institutional clients. The firm employs an asset allocation and portfolio construction process across multiple asset classes and uses an open-architecture investment approach with ongoing due diligence.