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.

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.

Andrea Hamilton is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Perigon Wealth Management, LLC since 2020. She previously worked at First Affirmative Financial Network for five years and has operated Words Of Gold, a business providing writing, research, and editorial services, since 1999. Perigon Wealth Management offers 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 delegating investment management to independent managers while maintaining oversight and conducting regular reviews.

Meghan Degroot is a financial advisor at Sand Hill Global Advisors, LLC with three years of industry experience. She holds Series 63 and Series 65 designations and has been with Sand Hill Global Advisors since 2012. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and other business entities. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines top-down macro analysis with bottom-up research.

Tarren Schaar is a CFP® professional with 13 years of experience in wealth management. He is currently with Mission Wealth Management, LP and previously worked at JLFranklin Wealth Planning for 16 years. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm integrates investment management with tax, trust, philanthropy, and risk planning, offering tailored portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Dennis Densmore is a financial advisor at Destination Wealth Management in Walnut Creek, CA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Destination Wealth Management since 2000. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes an asset-allocation driven investment process that combines fundamental research with thematic, longer-term perspectives across multiple asset classes and offers alternative investment opportunities with committee oversight.

Keith Larkin is a financial advisor at Robertson Stephens with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Deutsche Bank Securities, Neuberger Berman, and RBC Rochdale. Robertson Stephens provides investment advisory services to individuals, families, trusts, and institutional clients, managing $8.76 billion in assets as of December 2025. The firm offers discretionary and non-discretionary portfolio management, planning services, and employs a range of investment strategies with oversight from an in-house Investment Office and Committee.

Cara Picton is a CFP® professional with eight years of industry experience, currently serving at Brighton Jones LLC. Her prior experience includes roles at Nate D. Sanders Inc. and volunteer work with African Village Support and Samos Volunteers. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support.

Ramonita De La Rosa is a financial advisor at Evergreen Capital Management LLC with 10 years of industry experience. She holds a Series 65 credential and previously worked at Bingham, Osborn & Scarborough LLC for six years before joining Evergreen in 2021. Evergreen Capital Management serves a diverse client base including individuals, high-net-worth investors, trusts, endowments, and family offices. The firm employs a Dynamic Asset Allocation approach and branded strategies such as Right Cycle Investing™, utilizing fundamental, macroeconomic, and third-party research alongside artificial intelligence to guide investment decisions.

Joseph Delaney is a financial advisor at Robertson Stephens with 21 years of industry experience. He holds a Series 65 designation and previously worked at LifeGuard Wealth, LLC for 11 years. In addition to his advisory role, he is a licensed California real estate broker, operating separately from his work at Robertson Stephens. 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, and a variety of planning services, managing $8.76 billion in assets as of December 31, 2025.

Amin Baradaran is a CFA® charterholder based in San Francisco, CA, with seven years of industry experience. He has worked at Laird Norton Wetherby Wealth Management, LLC since 2023, including its predecessor Wetherby Asset Management, and previously at Financial Clarity Inc. LNW serves families and high-net-worth individuals, providing comprehensive wealth planning and investment management for related entities such as trusts, estates, foundations, and endowments. The firm employs disciplined strategic asset allocations with global diversification and a core-satellite approach, incorporating manager due diligence, tax-aware portfolio placement, alternative investments, and impact-investing options.