David Rairden is a CFP® professional with 27 years of experience in financial advisory services. He has worked at Destination Wealth Management since 2017 and previously held roles at USAA Financial Planning Services and Charles Schwab. Destination Wealth Management provides discretionary investment management and financial planning to a diverse client base including individuals, high-net-worth clients, and charitable organizations. The firm employs an asset-allocation-driven investment process that integrates fundamental research and thematic long-term perspectives, offering alternative investment opportunities with committee oversight and expanded estate-planning and tax services.

Arend Warmerdam is a financial advisor at SVB Wealth with Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at First Citizens Investor Services, Boston Private Wealth, Fisher Investments, and Whittier Trust Company. Outside of his advisory work, Warmerdam manages a small family farm business and serves on the boards of several nonprofit organizations focused on youth development and sports. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients by providing wealth management, financial planning, and portfolio management services. The firm employs a due diligence process to select third-party managers and offers both discretionary and non-discretionary account management, operating 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 has nearly 25 years of experience helping clients navigate the complexities of their financial planning lives. A Certified Financial Planner™ and fiduciary, she spent nearly 20 years as a financial advisor with Fidelity Investments. Throughout her career, Tiffany developed a deep expertise in financial planning and a talent for connecting with clients and translating complex financial decisions into thoughtful, actionable strategies. She has primarily worked with entrepreneurs, executives, tech professionals, professors, and other financial professionals - people who are often highly accomplished in their own fields but may not have the time or desire to navigate every aspect of their financial lives on their own. Over time, Tiffany became passionate about changing the conversation around wealth. She believes wealth is about more than investments, retirement, or a number on a statement. It is about what that wealth can make possible - for your life, your family, your choices, your aspirations, and potentially future generations. Rather than simply helping clients answer, "Will I have enough to retire?" she encourages them to think bigger: What do you want your wealth to accomplish? What matters most to you? And how can your financial decisions support the life you want to live? That philosophy ultimately led her to found TLM Transformative Wealth, LLC in 2026. Tiffany created the firm to provide clients with comprehensive advice across all aspects of their financial lives, combining sophisticated financial planning and investment management with a deeper conversation about what wealth means to them and how they want it to shape their future. As a fiduciary firm, TLM Transformative Wealth is committed to putting clients' interests first and providing advice that is aligned with their goals, values, and evolving lives.

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 in Walnut Creek, CA, holding Series 63 and Series 65 designations with three years of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Destination Wealth Management provides discretionary investment management and financial planning to a diverse client base including individuals, high-net-worth clients, and institutions. The firm employs an asset-allocation driven investment process that integrates fundamental research with thematic, long-term perspectives and offers alternative investment opportunities under committee oversight.

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 with several firms including O'Donnell Financial Group, Tri Coast Capital, and Tamalpais Asset Management. In addition to his advisory role, 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 uses a range of strategies and technology platforms to deliver tax-efficient and diversified investment solutions, including the integration of held-away accounts and affiliated fiduciary services.

Stacy Tredennick is a financial advisor with NWF Advisory Services Inc and holds a Series 66 credential. She has 24 years of industry experience, including prior roles at Merrill, Whjr Associates, and OSAIC. Outside of her advisory work, she assists in managing her mother's trust and retirement accounts as a trustee and power of attorney. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisors. The firm serves primarily individual and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, utilizing an open-architecture, technology-driven platform.

Antoine Piron is a financial advisor at Compound Planning, Inc. in San Francisco, CA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Transatlantique Private Wealth LLC, Quasar Distributors, LLC, and Osterweis Capital. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries, providing discretionary portfolio management, financial planning, and institutional retirement-plan services. The firm’s investment process is fiduciary and goals-based, utilizing a variety of strategies from low-cost ETFs to professional options and integrating advanced technology for portfolio oversight.

Lydia Walz is a CFP® professional with five years of industry experience. She has worked at Aspiriant, LLC since 2018 and previously spent two years at Principled Solutions. Lydia is based in San Francisco, CA. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management along with wealth planning, family office services, and specialized consulting, employing a customized investment approach that includes a range of asset allocation strategies and investment vehicles.

Kevin Moran is a financial advisor at International Assets Investment Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2017. Moran is also the president and sole owner of Elevate Private Wealth Group, LLC. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using a range of investment vehicles and may implement strategies via third-party money managers and wrap programs.

Anna Yu is a financial advisor at Certuity, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at First Republic Securities Company, LLC for eight years before joining Certuity in 2023. Certuity manages approximately $3.30 billion and provides investment advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, and pooled investment vehicles. The firm employs a long-term, buy-and-hold investment approach that combines fundamental and quantitative analysis with an emphasis on asset allocation and diversification.

Jeanette Reinhard is a financial advisor with Robertson Stephens in San Francisco, holding a Series 66 designation and 22 years of industry experience. Her career includes roles at Robertson Stephens Wealth Management and Capital Markets as well as Wells Fargo. She serves as Chairman of the Investment Committee and Treasurer of The Phi Beta Kappa Society, a nonprofit organization. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, offering portfolio management and comprehensive planning services. The firm manages $8.76 billion in assets and employs a disciplined investment approach utilizing in-house models, third-party managers, and a range of asset classes.

Sheila Rabaut is a CFP® professional with nine years of industry experience, currently serving as an advisor at BakerAvenue. She previously worked at Waypoint Wealth Partners and has been involved since 2013 as a consultant and Treasurer/Secretary to the Rabaut Family Foundation, where she manages charitable organization due diligence and asset allocation. BakerAvenue Asset Management is a multi-team SEC-registered wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management, financial planning, and family office services, employing a range of strategies that blend quantitative, fundamental, and tactical allocation tools.

Gerry Oconnell is a financial advisor at BakerAvenue with eight years of industry experience. He holds a Series 65 designation and previously worked at Moskowitz LLP and Half Dome Wealth Management. Prior to joining BakerAvenue, he operated a consulting sole proprietorship for nine years. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management, financial planning, family office services, and specialized strategies that combine quantitative, fundamental, and tactical allocation methods.

Gerald Luff III is a financial advisor at BakerAvenue with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Veridi Capital and Banc of America Investment Services. Outside of his advisory role, he owns and operates a property management business. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management along with financial planning, family office services, and alternative investments, using a range of quantitative and fundamental strategies that include tactical adjustments and selective use of options and hedging.

Patricia Ramirez is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at Raymond James & Associates, Inc. for nine years and Vanderbilt Financial Group for two years. In addition to her advisory role, she is a money mindset coach who offers a virtual program aimed at helping women rewrite their financial narratives. Consolidated Portfolio Review Corp is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary managed accounts, proprietary ETF model portfolios, financial planning, and access to third-party sub-advisors, supporting a range of investment strategies tailored to client objectives.

Matthew Casatico is a financial advisor at Choreo, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Aldrich Wealth and Ameritas Advisory Services, among others. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, institutional clients, and retirement plan sponsors. The firm offers a range of advisory services such as portfolio management, financial planning, outsourced CIO services, and specialized consulting, using a structured investment process that incorporates quantitative screening and a variety of investment vehicles.

Nicholas Levinson is a CFP® with 24 years of experience in the financial services industry. He currently works at Apella Wealth and previously spent over two decades at Park Piedmont Advisors LLC. His career also includes time at Balis Lewittes & Coleman, Inc. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach with a range of strategies and tools, and it offers both discretionary and non-discretionary management along with financial planning and consulting services.