Cara Barr is a financial advisor at Parallel Advisors, LLC with six years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Beacon Pointe Advisors, Brighton Jones, Newday Financial Technologies, and Oppenheimer. Cara is based in San Francisco, CA. Parallel Advisors serves individuals, including high-net-worth clients, as well as business entities, retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies that include fixed income, mutual funds, ETFs, independent managers, and options transactions.

Robert Higgins Jr. is a financial advisor at Parallel Advisors, LLC with 35 years of industry experience. He has held his current role at Parallel Advisors since 2009. Higgins holds the Series 63 designation and is based in San Francisco, CA. Parallel Advisors serves individuals, including high-net-worth clients, as well as business entities, retirement plans, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a diversified investment approach that includes fundamental, technical, and cyclical analysis across various asset classes.

Dwayne Shirakura is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Infinity Financial Services since 2011 and with its advisory affiliate since 2020. Outside of advising, he is also licensed as an insurance broker. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management, financial planning, pension consulting, and sponsors a wrap-fee program, employing a range of investment strategies informed by fundamental, quantitative, and technical analysis.

Roscoe Harris III is a financial advisor at Infinity Financial Services Advisory in Oakland, CA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm serves individual and high-net-worth clients using a multi-method investment approach that incorporates charting, cyclical, fundamental, quantitative, and technical analysis, along with modern portfolio theory and the use of various investment products including mutual funds, ETFs, and options.

Jared Nelson is a financial advisor at Earned Wealth Advisors, LLC in Walnut Creek, CA, holding a PFS™ designation and a Series 65 license with 17 years of industry experience. His prior work includes roles at Thomas Doll CPA's, P.C. and Td Payroll, Inc. He currently maintains a long-term association with Thomas Doll CPA's, P.C., a firm involved in accounting services. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers and a structured investment process that emphasizes diversification and a buy-and-hold approach.

Craig Gentry is a financial advisor with Destination Wealth Management in Walnut Creek, CA, holding a Series 65 designation and with 10 years of industry experience. He has worked at Destination Wealth Management since 2004. 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 employs an asset-allocation driven investment process combining fundamental research with longer-term thematic perspectives and offers alternative investment opportunities subject to committee oversight.

Todd Rouleau is a CFP®, CFA®, and holds a Series 63 license with 24 years of industry experience. He has worked at Thomas Doll from 2016 to 2025 and joined Earned Wealth Advisors, LLC in 2025. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm offers comprehensive financial planning, discretionary wealth management, and retirement plan consulting, employing third-party investment managers and advanced tools such as Monte Carlo analysis and tax-loss harvesting.

Brett Gookin is a financial advisor at Aspiriant, LLC in San Francisco, holding the CFP® designation and Series 66 license with 18 years of industry experience. He has been with Aspiriant since 2008. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with comprehensive wealth planning and family office services. The firm offers customized investment programs using a range of implementation options and is notable for its expanded family office capabilities and management of public mutual funds investing in private assets.

Sarah George is a CFP® professional with one year of industry experience, currently with Perigon Wealth Management, LLC. Prior to joining Perigon, she held roles at Chipotle Mexican Grill, Inc. and The Boys and Girls Clubs of Greater Scottsdale. She also has academic experience from The University of Arizona. 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 each client’s objectives and risk tolerance, with oversight by its investment and compliance leadership and the ability to delegate day-to-day management to independent managers or turnkey asset management programs.

Ashley Daggs is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2024. Her prior roles include positions at SVB Wealth, Boston Private Wealth LLC, Merrill, and Wells Fargo Private Bank. 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 across fixed income, mutual funds, ETFs, and independent managers, incorporating fundamental, technical, and cyclical analysis, as well as specialized strategies such as options transactions and tax-efficient rebalancing.

Ingrid Yeh is a financial advisor at Destination Wealth Management with three years of industry experience. She holds a Series 65 designation and has previously worked at Kestra Advisory Services, Mariner Wealth Advisors, and Hayes Financial. 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 employs an asset-allocation driven investment process that integrates fundamental research with longer-term thematic perspectives across various asset classes and offers specialized programs for alternative investments and estate-planning services.

John Dwyer is a financial advisor at Belpointe Asset Management LLC with 23 years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at firms such as Stonecastle, Integro, and Wells Fargo Investments. Outside of his advisory duties, Dwyer is also involved in commercial and personal insurance through Diablo Valley Insurance. Belpointe Asset Management is a multi-team registered investment adviser serving individuals, high-net-worth clients, retirement plans, corporations, trusts, and other advisers. The firm combines passive, active, tactical, and blended strategies to deliver customized portfolios, managing approximately $7.6 billion in client assets through a network of about 174 advisors.

Jason Russell is a Series 66-registered financial advisor with Kingswood Wealth Advisors, LLC, based in El Cerrito, CA. He has seven years of industry experience, including prior roles at Fremont Bank, LPL Financial, Edward Jones, and as a principal of JVJ Property Solutions LLC. Outside of advising, he maintains involvement in technology-related work with Real Time Cloud Solutions and AceFone. Kingswood Wealth Advisors serves a diverse client base ranging from individual investors to institutional clients, offering customized portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform and integrates insurance-linked account management alongside its broader investment and consulting capabilities.

John Zamboanga is a financial advisor with Infinity Financial Services Advisory, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, TD Ameritrade, Morgan Stanley, and UBS Financial Services. He is also CEO of Tri-Valley Wealth Management, an independent insurance and securities business. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for over 600 clients. The firm serves individual and high-net-worth clients, employing a multi-method investment approach that incorporates various analytical techniques and complex investment products.

Jonathan Fults is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has worked at Jordan Park Group LLC since 2017 and was previously employed at Goldman Sachs from 2013 to 2017. Based in San Francisco, he is part of a firm with 92 advisors. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals and families, as well as institutional clients such as charitable organizations and foundations. The firm employs a CIO-led investment team and uses customized Investment Policy Statements, derivative overlay strategies, and tax-aware rebalancing techniques as part of its portfolio construction and risk management approach.

Shawn Stifle is a financial advisor at Earned Wealth Advisors, LLC with one year of experience in the industry. He has worked at Thomas Doll CPAs PC since 1995, where he serves as a CPA focusing on tax preparation. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with particular emphasis on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, employing a diversified, buy-and-hold investment approach informed by third-party consultants and an internal committee.

King Lip is a CFP® and CFA® charterholder with 18 years of industry experience. He has worked at BakerAvenue Asset Management LP since 2008 and previously held roles at Veridi Capital, LLC, Simonbaker & Partners LLC, and B|O|S. He is based in San Francisco, CA. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and a range of services including financial planning, family office support, and tax and estate planning, utilizing a mix of quantitative, fundamental, and tactical strategies.

Jeffrey Salyer is a CFA® charterholder with one year of experience at Freestone Capital Management, LLC. He previously worked at Callan LLC for nine years. Freestone Capital Management, LLC is a comprehensive wealth management firm managing approximately $14.5 billion for about 2,900 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private investment funds, combining internally managed portfolios, third-party sub-advisers, and alternative investments with an emphasis on downside risk.

Conrad Walker is a financial advisor at Verity Asset Management with eight years of industry experience. He holds a Series 65 credential and has worked at Verity since 2018. Outside of his advisory role, he is an insurance agent with Teacher's Pension and Insurance Services, Inc., selling insurance and annuity products. Verity Asset Management is an SEC-registered multi-team advisory firm serving individuals, retirement plan sponsors, institutional clients, and other advisers. The firm employs a largely model-based investment process with an emphasis on tactical asset allocation and offers a range of portfolio management and retirement consulting services.

Benjamin Lester is a CFA® charterholder with 18 years of industry experience. He has worked at Jordan Park Group LLC since 2018 and previously spent three years at Goldman, Sachs & Co. He serves on the Investment Committee for the Ronald McDonald House at Stanford, providing general advice on the organization's endowment. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals, families, and institutional clients such as charitable organizations and foundations. The firm offers customized investment solutions through separate accounts, pooled vehicles, and other structures, supported by a vertically integrated operating model that includes a private trust company and a limited-purpose broker-dealer.