David Rockman is a financial advisor with ON Investment Management Company in San Francisco, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has been with ON Investment Management Company since 2003 and also serves as president of Embarcadero Financial Group. In addition to his advisory roles, he is an advisory board member of Court & Aquatic Sports Ltd, an athletic club. ON Investment Management Company is a SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive and modular financial plans and access to various third-party investment programs.

Rick Tasker is a financial advisor at Robertson Stephens with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robertson Stephens Wealth Management since 2021, following 17 years at Epoch Consulting Group. 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, model portfolios, and a range of planning services, managing $8.76 billion in assets as of December 31, 2025.

Daire Heneghan is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding a Series 66 designation and seven years of industry experience. He has previously worked at New York Life Insurance Co, NYLife Securities LLC, and City National Bank. Outside of finance, Heneghan coaches middle school rugby through SF Golden Gate RFC. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients using a multi-method investment approach that includes fundamental, technical, and quantitative analysis, with strategies involving mutual funds, ETFs, annuities, options, and other complex products.

Jordan Wesley is a financial advisor at Destination Wealth Management in Walnut Creek, CA, holding a Series 65 designation with 12 years of industry experience. He has been with Destination Wealth Management since 2011. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses an asset-allocation driven investment process combining fundamental research with longer-term thematic perspectives and offers alternative investment opportunities with committee oversight.

Elizabeth Steininger is a financial advisor at Freestone Capital Management, LLC with five years of industry experience. She previously worked at Ratio Wealth Group, LLC and Alta Park Capital, LP. Outside of her advisory role, she is involved in a family timber business, Greenfield Timber and Resources, Inc., where she attends annual meetings with minimal responsibilities. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,783 clients with $11.49 billion in assets under management. The firm offers discretionary and non-discretionary investment advisory services, combining internally managed model portfolios, third-party sub-advisers, and alternative investments with an emphasis on diversification and downside risk management.

John Kang is a financial advisor at Parallel Advisors, LLC with 24 years of industry experience. He previously worked at Merrill for 10 years before joining Parallel Advisors in 2023. He holds Series 63 and Series 66 designations. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations by providing 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 integrates technology platforms for tax-efficient rebalancing and held-away account management.

Karen Leech is a financial advisor at Laird Norton Wetherby Wealth Management, LLC (LNW) with 23 years of industry experience. She holds a Series 65 credential and worked previously at Wetherby Asset Management for 22 years before joining LNW. LNW serves families and high-net-worth individuals by providing comprehensive wealth planning and investment management for related entities such as trusts, estates, foundations, and endowments. The firm develops customized Investment Policy Statements and uses a disciplined strategic asset allocation approach featuring global diversification, third-party managers, ETFs, and alternative investments, including private funds and impact-investing options.

Nicholas Ruzette is a CFP®-credentialed financial advisor with eight years of industry experience. He is currently with Aspiriant, LLC, where he has worked since 2013, including a brief tenure at Equinox Securities, Inc. Outside of his advisory work, no additional personal activities are noted. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers customized investment programs alongside comprehensive wealth planning and family office services, including accounting, tax and estate planning, and specialized consulting.

Charles Hatch is a financial advisor at Parallel Advisors, LLC with 23 years of industry experience. He has held roles at Parallel Advisors since 2009 and previously worked at Wells Fargo Clearing and Wells Fargo Investments. He holds a Series 66 designation. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with 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 integrates technology platforms to enhance tax-efficient rebalancing and held-away account management.

Kathleen Fanelli is a CFP® professional with 23 years of experience in financial advising. She is currently with United Capital Financial Advisors and has previously worked at Cetera Advisor Networks LLC and Girard Securities, Inc. United Capital Financial Advisors offers financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and provides services including ESG and faith-based portfolio customization, client-facing technology, and access to third-party managers.

Jennifer Chan is a CFA® charterholder affiliated with Laird Norton Wetherby Wealth Management, LLC in San Francisco, CA. She has seven years of industry experience, including roles at Wetherby Asset Management from 2016 through 2023. LNW serves families and high-net-worth individuals by providing wealth planning and investment management for trusts, estates, foundations, and endowments. The firm employs a disciplined, globally diversified investment approach using a core-satellite strategy that incorporates third-party managers, ETFs, mutual funds, and private funds, alongside alternative and impact investment options.

Christina Covalesky is a CFP® and holds a Series 65 license with 23 years of industry experience. She has worked at Laird Norton Wetherby Wealth Management, LLC since 2024 and spent 21 years at Wetherby Asset Management. 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 a disciplined, globally diversified investment approach that includes strategic asset allocation, manager due diligence, and access to alternative and impact-investing options.

Pooja Agarwal is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. She has been involved with Chahal & Associates, Inc. since 2007, where she dedicates significant time during securities trading hours. Outside of advisory work, she provides tax preparation services on weekends and owns restaurant businesses. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on medical professionals and their practices. The firm uses a diversified, buy-and-hold investment approach informed by third-party consultants and an internal committee, offering discretionary wealth management and retirement-plan advisory services.

Derek Izuel is a CFA® charterholder with 14 years of industry experience. He is currently with Shelton Capital Management and has previously worked at Vitruvian Capital Management and HighMark Capital Management. Shelton Capital Management provides investment management to mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individual investors through various account types and advisory services. The firm employs an active, discipline-specific approach combining fundamental, technical, and quantitative analysis, and incorporates ESG screening and data-science tools across its strategies.

Daniel Johnson is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Northern Trust Securities, Inc. in San Francisco, where he has worked since 2010. He holds Series 63 and Series 66 licenses. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients by offering Separately Managed Accounts, Fund Strategist Portfolios, and Strategist UMAs via the Fidelity Managed Account Xchange platform.

Ana Chena Davila is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. She has prior experience working at Thomas Doll CPAs, where she serves as a Tax Manager. Davila also worked at Saint Mary's College of California and Cisco Systems earlier in her career. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm offers financial planning, discretionary wealth management, and retirement plan consulting, utilizing independent investment managers and model portfolios supported by third-party consultants and advanced portfolio tools.

Michelle Watson is a CFA® charterholder with 35 years of industry experience. She has been with Evergreen Capital Management LLC since 2017 and previously worked at Arcturus Financial, LLC. Outside of her advisory role, she serves as an informal board member of SHE-CAN, a nonprofit focused on empowering low-opportunity women, and is a board member of Mesa de Vida, a food company. Evergreen Capital Management provides discretionary investment management, consulting, and financial planning services to individuals, trusts, endowments, and retirement plans. The firm employs a Dynamic Asset Allocation framework and an ETF-focused strategy called Right Cycle Investing, supported by independent investment committees and specialized strategies including subadvisers and derivatives when appropriate.

Christopher Snyder is a financial advisor at The Mather Group, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for 16 years at Pillar Wealth Management, LLC. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and integrates technology such as AI and machine learning to support portfolio construction and client communications.

Christopher Chatto is a financial advisor at Encompass More Asset Management LLC with 11 years of industry experience. He holds a Series 66 designation and has held various roles within the Encompass More affiliated entities since 2022, as well as prior positions at Verity Asset Management and Client One Securities. Outside of investment advisory, he is involved with Appreciation Financial, a fixed insurance agency in Danville, CA. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers across a range of investment options, including equities, fixed income, private placements, and certain digital asset exposures.

April Antonio is a CFP® professional affiliated with Aspiriant LLC in San Francisco, CA, with one year of industry experience. She has been with Aspiriant since 2016 in various roles. 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 emphasizes customized investment programs and expanded family office capabilities, including accounting and banking support.