Christopher Broderick is a Series 65-licensed advisor with Parallel Advisors, LLC in San Francisco, California. He has 10 years of industry experience and has been with Parallel Advisors since 2014. 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 using fixed income, mutual funds, ETFs, and independent managers, incorporating technology platforms for tax-efficient rebalancing and held-away account management.

Ann Lucchesi is a CFP® professional with 26 years of industry experience, currently serving as an MD Enterprise Relationship Manager at SVB Wealth. She has worked at SVB Wealth and its related entities since 2013 and was previously with Parallel Advisors, LLC. Outside of her advisory role, she is a partner at Corporate Equity Services, LLC, providing consulting and administrative support. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, offering wealth management, financial planning, and retirement plan advisory services. The firm employs a due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First Citizens Bank & Trust Company, integrating banking, trust, broker-dealer, and asset management resources.

Stephanie Wei is a financial advisor with Ashton Thomas Private Wealth and holds Series 63 and Series 65 credentials. She has 23 years of industry experience, including prior roles at Bank of America, Merrill Lynch, and Wells Fargo Securities. Ashton Thomas Private Wealth serves individual and institutional clients, providing discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting. The firm employs a diverse investment approach, including mutual funds, ETFs, independent managers, and alternative strategies, and operates the Amplify Platform for program management and model design.

Simon Baker Jr. is a financial advisor at BakerAvenue with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Veridi Capital, LLC and Simonbaker & Partners LLC. He has been with Baker Avenue Asset Management, LP since 2004. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth clients, and institutional clients, typically on a discretionary basis. The firm employs multiple named strategies combining tactical allocation, quantitative analysis, and fundamental research, and offers services including tax and estate planning, philanthropy, and concentrated stock management.

Zachary Perry is a CFA® charterholder with 11 years of industry experience. He has worked at Robertson Stephens Wealth Management, LLC since 2020 and previously held positions at Seaplane Partners, LLC and Vine Street Wealth Management, LLC. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office and Committee, managing over $7 billion in client assets.

David Leitao is a CFP® with eight years of industry experience, currently serving as a financial advisor at CGN Advisors, LLC since 2017. He previously worked at Huckleberry Capital Management and spent over two decades at San Francisco State University. Outside of advising, he manages a small vacation rental business. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a range of asset-allocation strategies and tax-aware vehicles, often utilizing institutional third-party managers and maintaining unique governance and service arrangements for a firm of its size.

Sergio Fernandez is a CFP® certificant with 19 years of industry experience. He is currently an advisor at BPM Wealth Advisors, LLC and has previously worked at Valmark Advisers, Inc., Valmark Securities, Inc., Independent Financial Group, LLC, and Linsco Private Ledger. Outside of financial advising, he assists with managing a Uhaul rental dealer operation associated with his family’s business. BPM Wealth Advisors serves individual clients, including high-net-worth individuals, as well as corporations, trusts, estates, and charitable foundations. The firm focuses on financial planning, pension consulting, asset management, and insurance consulting, using a combination of passive and active strategies and relying on third-party money managers for security selection and trading.

Michael Tideman is a CFP® and CFA® with 10 years of industry experience. He is currently with BakerAvenue, where he has worked since 2021. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, LLC. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, offering portfolio management, financial planning, family office services, and estate and philanthropy planning. The firm employs a blend of fundamental, quantitative, and technical analysis with tactical asset allocation across multiple named strategies.

Laura Pantaleo is a financial advisor at Laird Norton Wetherby Wealth Management (LNW) in San Francisco, holding a Series 65 license with seven years of industry experience. Her work history includes roles at Wetherby Asset Management and consumer financial services, along with periods as a stay-at-home mother and volunteer. LNW provides comprehensive wealth planning and investment management primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policies, strategic asset allocation, global diversification, and a core-satellite approach that incorporates active management, tax-aware strategies, and alternative investments.

Karen Mc Millan is a CFP® and holds a Series 66 license with 24 years of industry experience. She has worked at Parallel Advisors, LLC since 2025, following eight years at Osborne Partners Capital Management and eight years at Merrill. Outside of advising, she serves as treasurer for the Instituto Italiano Scuola, a language school in San Francisco. 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 incorporating fundamental, technical, and cyclical analysis, and integrates held-away account management through technology platforms to implement tax-efficient rebalancing and access a range of investment strategies.

Andrew Zittell is a ChFC®-designated financial advisor with 37 years of industry experience, currently affiliated with The Wealth Consulting Group. His prior experience includes roles at Strategic Wealth Advisors Group, Yerba Buena Wealth Advisors, and LPL Financial. He provides investment advisory services through The Wealth Consulting Group and its affiliated entities. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual and corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, employing a blend of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies.

Kenneth Fincher is a financial advisor with Perigon Wealth Management, LLC, holding the ChFC® designation and Series 63 license, with 37 years of industry experience. His prior roles include extensive tenure at Wealth Advisors, Inc. and First Allied Advisory Services, Inc. Outside of investment advisory, he is a licensed insurance agent and an owner and broker of a real estate sales business. 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 based on clients’ objectives and risk tolerance, may delegate investment management to independent managers, and maintains institutional relationships with multiple custodial platforms.

Michael Allard is a financial advisor at Freestone Capital Management, LLC in San Francisco, CA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at Freestone Capital Management since 2019 and previously spent 13 years at Scharf Investments. Freestone Capital Management is a wealth management firm overseeing approximately $11.49 billion in assets for around 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, managed accounts, and financial planning, emphasizing diversification and downside risk management across equities, fixed income, and private strategies.

Joshua Young is a CFP® with 16 years of experience in the financial services industry. He is currently with Robertson Stephens Wealth Management, where he has worked since 2026. Prior to this, Young held positions at Baker Avenue Asset Management LP, Mercer Global Advisors Inc., and RMB Capital Management, LLC. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, investment and pension consulting, and a range of planning services, managing $8.76 billion in assets as of December 31, 2025.

Heather Katzenstein is a financial advisor at Parallel Advisors, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Arden Trust/Kestra Financial, City National Bank, and Union 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 using fixed income, mutual funds, ETFs, independent managers, and option strategies, and integrates technology platforms for tax-efficient portfolio management.

Gregory Schick is a CFP® certificant with 20 years of experience in the financial industry. He has been with Aspiriant, LLC since 2008. Based in San Francisco, he holds Series 63 and Series 65 licenses. 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 utilizing various asset allocation strategies and a wide range of implementation options, including third-party managers and private investments.

Eric Linser is a CFA® charterholder with over 21 years of experience in the financial industry. He has been with Perigon Wealth Management, LLC since 2021 and previously worked at BDO Wealth Advisors, LLC and Naples Asset Management Co., LLC. Linser holds the Series 66 license and is based in San Francisco, CA. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking institutions. The firm emphasizes individualized portfolio construction and serves as both sponsor and overseer of wrap and sub-advisor programs, distinguishing itself through its focus on banking and thrift institution clients.

Marisa Anh Browne is a financial advisor at Abacus Wealth Partners with three years of industry experience. She holds a Series 65 designation and has worked previously at Carbon Collective Investing and Sonic Labs. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, charitable organizations, and business entities. The firm employs a passive, asset-class approach with ESG screening options and also manages private funds for qualified clients.

Lawrence Zartarian is a financial advisor with 19 years of industry experience, currently with 1919 Investment Counsel, LLC where he has worked for eight years. He previously spent six years at Rand & Associates. He holds Series 65 and Series 66 licenses. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individuals and institutions, including high-net-worth clients, endowments, foundations, pension plans, and government-related entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and model portfolios, and maintains operational affiliations through its parent company, Stifel Financial Corp.

Gary Sipos is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 65 credential and 17 years of industry experience. He has worked with multiple firms, including Donor Motivation San Francisco and Retirement Wealth Advisors. Outside of advisory roles, he founded College Cash Solutions, providing college financial planning and counseling services to families. Advisor Share Wealth Management serves individuals, high-net-worth clients, professional advisers, and retirement plans, offering portfolio management and financial planning. The firm utilizes third-party sub-advisers and model portfolios and provides a web-based platform to support independent advisers.