Richard Gordon is a financial advisor at Citizens Private Wealth with 18 years of industry experience. He holds a Series 66 credential and previously worked at JP Morgan Chase Bank and First Republic Securities. He serves as a board member of the Libitzky Family Foundation. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, open-architecture investment approach with predominantly discretionary portfolio management and offers a range of services including tax and estate structuring and business consulting for multigenerational families and closely held businesses.

Steven Minkoff is a CFP® professional with 36 years of industry experience. He has worked at NorthRock Partners since 2023 and was previously with Ameriprise Financial Services, Inc. for 18 years. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and periodic rebalancing, offering services that include financial planning, portfolio management, and personal office support.

Maria Pyatigorsky is a CFA® charterholder with seven years of experience in wealth management. She is currently with Laird Norton Wetherby Wealth Management, LLC (LNW), where she has been since 2024. Prior to that, she held multiple roles at Wetherby Asset Management from 2016 to 2023. LNW provides comprehensive wealth planning and investment management primarily for high-net-worth individuals, families, and related entities such as trusts and charitable organizations. The firm employs a strategic asset allocation approach with global diversification and offers access to private funds, including renewable power vehicles, supported by discretionary portfolio management and operational tools like artificial intelligence.

Andrew Thompson is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. His prior roles include five years at Enso Wealth Management and fourteen years at Edward Jones. Outside of his advisory work, he is involved as an insurance agent with Highland Capital Brokerage, focusing on new insurance products for clients. Choreo, LLC provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm employs a centralized investment process centered on strategic asset allocation and diversified portfolios, offering a range of services such as portfolio management, financial planning, OCIO, and specialized consulting.

John Reising is a financial advisor at Gibbs Wealth Management, LLC with 19 years of industry experience. He holds a Series 63 designation and has previously worked at Brookstone Capital Management and operated his own firms, including Reising Financial Services, Inc. Outside of his advisory role, he is an owner and insurance agent involved in the sale of fixed annuities, fixed indexed annuities, and life insurance. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a combination of analytical approaches to guide investment allocations. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions in its client portfolios.

Becky Kuang is a financial advisor at Robertson Stephens with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including JP Morgan Chase and First Republic Investment Management. Kuang is based in San Francisco, CA. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, planning services, and employs a range of investment strategies overseen by an in-house investment office.

Amir Barar is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Strategic Wealth Advisors Group, and LPL Financial. He serves as CEO of ICS Wealth Management, a support company affiliated with his advisory business. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach with customized portfolios and operates at enterprise scale with over 160 advisors managing approximately $9.9 billion in assets.

Christopher Hauswirth is a financial advisor at LNW with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Wetherby Asset Management for 25 years before joining Laird Norton Wetherby Wealth Management, LLC in 2024. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, global diversification, and coordination with outside professionals to address complex, multi-entity financial needs.

Mark Ackerman is a financial advisor at Perigon Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at PM Wealth Management, LLC and Prager Metis CPAs, LLC. In addition to his advisory role, he owns and operates Ackerman & Associates, an accounting firm specializing in tax preparation and bookkeeping. 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 clients’ objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.

Justin Amit is a CFA® charterholder with 10 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc., Capital Planning Advisors LLC, Bedell Frazier Investment Counselling, LLC, Charles Schwab & Co., Inc., Bank of America, N.A., and Merrill. Outside of his advisory work, he officiates baseball and football games in Phoenix, AZ. BlueSpring Wealth Management is a multi-team firm serving a diverse client base. The firm emphasizes customized investment strategies and offers a range of financial planning, retirement consulting, and investment management services.

Eric Stern is a financial advisor at SVB Wealth with Series 63 and Series 66 designations and five years of industry experience. Prior to joining SVB Wealth in 2025, he worked at First Citizens Bank and First Citizens Investor Services since 2024, and spent eleven years at City National Bank. SVB Wealth serves a diverse client base including individuals, trusts, charitable organizations, family offices, corporations, and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs fundamental, quantitative, and technical analysis with a formal due-diligence process and offers both discretionary and non-discretionary investment management.

Christopher Eagles Smith is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Destination Wealth Management since 2015. Prior to his financial advisory career, he was involved with West America Tae Kwon Do for 11 years. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a core-and-tactical allocation framework based on thematic and macroeconomic research and manages over $4.1 billion in discretionary assets.

Zach Driscoll is a financial advisor with ValMark Advisers, Inc. in San Francisco, CA, holding his Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining ValMark, he was involved with BPM LLP and academic roles at Bemidji State University, St. Cloud State University, and the University of North Dakota. He is also the owner of Driscoll Goalie School LLC, which provides ice hockey goaltending instruction and consulting. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients through a broad network of representatives. The firm emphasizes diversified, goal-based portfolios and asset allocation using mutual funds, ETFs, and separate-account managers, with oversight from an investment committee and integration of third-party manager programs and strategist portfolios.

Sarah Hamilton is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. Her prior roles include working at Hamilton Walker Advisers LLC and Fidelity in various capacities over a decade. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm employs a tiered service model tailored to client complexity and asset size, emphasizing long-term investment strategies with a mix of ETFs, institutional funds, individual securities, and alternative investments.

Emmanuel Pablo Jr. is a CFP® professional with 20 years of industry experience, currently affiliated with International Assets Investment Management, LLC. He previously worked at LPL Financial and spent 18 years at Patelco Credit Union. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers, offering customized portfolio management and financial planning.

Joseph Manglona is a financial advisor at Buck Wealth Strategies, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Madison Avenue Securities. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macro-environmental investment approach focused on tactical asset allocation and sector rotation, primarily implementing strategies through equities, ETFs, and fixed income.

Avi Crane is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes roles at Transamerica Financial Advisors and Debtmerica, among others. Crane is also involved with Alpha Innovation Partners, where he participates in the sales of traditional insurance products. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million across 642 clients with a team of 35 advisors. The firm serves individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that includes charting, cyclical, fundamental, quantitative, and technical analysis alongside modern portfolio theory.

Timothy Rizzuti is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with BakerAvenue, having joined in 2026, and previously worked at Ameriprise and AssetMark Financial Holdings. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth clients, and institutional clients, employing multiple investment strategies that combine tactical allocation, quantitative analysis, and fundamental research to manage risk and pursue client objectives.

Karen Schmid is a CFA® charterholder with 13 years of industry experience. She is currently with RWA Wealth Partners and was previously with Moirai Wealth Management for 24 years. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and offers customized fixed income and cash management alongside internally managed strategies and tax preparation services.

Thomas O'Keefe is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He is currently with SVB Wealth LLC, where he serves as Head of Investment Strategy. His prior experience includes roles at Silicon Valley Bank and affiliated entities. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to a diverse client base including individuals, trusts, foundations, corporations, and retirement plans. The firm employs a combination of fundamental, quantitative, and technical analysis, offering customized investment solutions and access to private fund opportunities.