Sam Su is a CFP® with 26 years of experience in the financial services industry. He has held roles at firms including UBS Financial Services, Morgan Stanley, Merrill, and Ameriprise before joining Aegis Capital Corp. in San Francisco. Aegis Capital Corp. provides investment advisory and related financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a notable portion of assets managed on a non-discretionary basis.

Tanya Welch is a financial advisor at BakerAvenue Asset Management with 17 years of industry experience. She holds the CFP®, CFA®, and Series 66 designations. Her prior roles include positions at Polaris Wealth Advisory Group, Polaris Equity Management, Inc., and UBS Financial Services. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm combines quantitative, fundamental, and tactical allocation strategies across a range of named portfolios, offering discretionary portfolio management alongside financial planning, family office services, and specialized tax and estate planning support.

Jasmine Jordan is a financial advisor with Concorde Asset Management, LLC in San Francisco, CA, holding a Series 66 designation and seven years of industry experience. She has worked at Concorde Asset Management since 2019 and previously at Comprehensive Financial & Tax and California Pizza Kitchen. Outside of her advisory role, she is involved as a Client Relationship Manager and Registered Assistant at Sequent + Real Estate Wealth Management. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individual, corporate, charitable, and retirement plan clients. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and external strategist models, and offers a range of products including alternative investments and ERISA plan services.

David Ferguson is a CFP® with 12 years of industry experience. He has worked at Laird Norton Wetherby Wealth Management, LLC since 2024 and was previously with WETHERBY ASSET MANAGEMENT from 2007 to 2023. 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 uses a disciplined, globally diversified investment approach with a core-satellite strategy, integrating manager due diligence, tax-aware portfolio placement, alternative investments, and impact-investing options where appropriate.

Victor Liao is a Series 66 licensed advisor with 20 years of industry experience. He has been with Parallel Advisors, LLC since 2011. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a multi-strategy approach that includes fixed income, mutual funds, ETFs, and independent managers.

Jason Jeung is a financial advisor at SeaCrest Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SeaCrest since 2019, following six years at Occidental Asset Management, LLC. SeaCrest Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that incorporates fundamental and technical analysis and uses both internal and third-party AI tools to support decision-making.

Thomas Guinane is a Series 65–licensed advisor with 12 years of industry experience. He has been with Summitry, LLC since 2022 and previously worked at Fisher Investments for 11 years. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other advisers. The firm combines research-driven, bottom-up investment analysis with diversified portfolio strategies, including discretionary management, model equity strategies, and third-party manager selection.

Christopher Moshy is a financial advisor at Bailard, Inc. in Foster City, CA, with 24 years of industry experience. He has held Series 65 and Series 63 licenses and worked at Primary Funds, LLC for 13 years prior to joining Bailard in 2015. Bailard provides wealth and asset management services to individual and institutional clients, offering financial planning and discretionary portfolio management across multi-asset and single-asset strategies. The firm employs an active, multi-asset diversification approach that integrates quantitative models, fundamental research, and qualitative judgment, and serves as a sub-adviser to mutual funds and model portfolio provider within UMA structures.

Joseph Rust is a CFP® professional with seven years of industry experience, currently serving at Perigon Wealth Management, LLC since 2022. He has prior experience at PM Wealth Advisors LLC and PM Wealth Management, LLC. Rust is also a partner and accountant at Prager Metis CPAs, LLC, where he has worked since 1985, and he serves on the board of the Alzheimer's Association, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, trusts, businesses, charitable organizations, and banking institutions. The firm focuses on individualized portfolio construction and serves as sponsor and overseer of wrap-fee programs and sub-advisor relationships, with notable specialization in servicing banking and thrift institutions.

Caitlin Pilisuk is a financial advisor at Perigon Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at MKT Advisors LLC and Keybank. 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 delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.

Wayne Wong is a financial advisor at SeaCrest Wealth Management, LLC in San Francisco, CA, with 27 years of industry experience. He holds the CFP® designation and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he is involved in the sales of fixed and traditional insurance products. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach incorporating fundamental and technical analysis, leveraging both internal and third-party AI tools to support decision-making.

Kyle Winterbotham is a financial advisor at LNW with 10 years of industry experience. He holds a Series 65 designation and previously worked at WETHERBY ASSET MANAGEMENT from 2006 to 2023 before joining Laird Norton Wetherby Wealth Management, LLC in 2024. LNW serves families and high-net-worth individuals by providing comprehensive wealth planning and investment management for trusts, estates, foundations, and endowments. The firm uses disciplined strategic asset allocations with global diversification and a core-satellite approach, integrating manager due diligence, tax-aware portfolio placement, alternative investments, and impact-investing options.

John Bruno Jr. is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Wedbush Securities Inc. He previously worked at J.P. Morgan Securities and has been with Wedbush in various capacities since 2017. Wedbush Securities Inc. provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm delivers discretionary and non-discretionary portfolio management alongside research and prime broker services.

Thomas Beaty is a CFP®-certified financial advisor with 28 years of industry experience. He currently works at Citizens Private Wealth and has held prior roles at J.P. Morgan Securities, First Republic Investment Management, Merrill, and DWS Investment Management Americas. His career spans a variety of well-known financial institutions. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management overseen by a Chief Investment Officer, as well as comprehensive services including tax, estate structuring, and business consulting.

Ryan Cole is a CFP®-certified financial advisor at Bailard, Inc. with 14 years of industry experience. He has held multiple roles at Bailard since 2013, with a brief tenure at Morgan Stanley Smith Barney LLC from 2022 to 2023. Bailard provides wealth management and asset management services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm employs a multi-asset, actively managed approach that combines quantitative models, fundamental research, and qualitative judgment, and is noted for its management of affiliated pooled vehicles and sub-advisory roles with investment companies.

William Clements is a financial advisor at Parallel Advisors, LLC in San Francisco, CA, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Parallel Advisors since 2013. 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 including fixed income, mutual funds, ETFs, and independent managers, and incorporates technology platforms for tax-efficient portfolio management.

Sean Hanson is a CFP® professional with 17 years of experience in financial services. He currently works at Empirical Wealth Management and previously held roles at NorthRock Partners and Ameriprise Financial Services, Inc. in San Francisco, CA. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and investors in private pooled vehicles. The firm employs a diversified investment approach grounded in Modern Portfolio Theory, offering discretionary and non-discretionary management along with affiliated real estate, insurance, and estate-planning services.

Benjamin Holtz is a financial advisor with McAdam LLC in Oakland, CA, holding a Series 65 designation and five years of industry experience. He has been with McAdam LLC since 2021 and previously worked at the University of California Berkeley. McAdam advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, using discretionary portfolio management with a range of investment vehicles and specialized exposures, alongside innovative offerings such as a tiered subscription planning product and the monitored use of artificial intelligence in advisory services.

Matthew Clements is a financial advisor at Parallel Advisors, LLC in San Francisco, CA, holding a Series 66 designation with 14 years of industry experience. He has been with Parallel Advisors since 2013. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting, often integrating tax-efficient strategies and independent manager recommendations.

Linda Beck is a CFA® charterholder and holds a Series 65 license, with 13 years of industry experience. She has been with Bailard, Inc. since 2012. Bailard provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals, endowments, and pension plans. The firm employs a multi-asset, active investment approach that integrates quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options.