Ka Lai Ng is a financial advisor with Citizens Private Wealth and holds the Series 66 designation. Ng has six years of industry experience, with prior roles at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Bank and its affiliated entities. Outside of advising, Ng provides in-home supportive services for a child. 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 asset allocation approach within an open-architecture framework, offering primarily discretionary portfolio management alongside non-discretionary recommendations.

Alexander Flagg is a financial advisor at Brighton Jones LLC in San Francisco, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Brighton Jones, he spent ten years at Hewlett Packard Enterprise. Brighton Jones offers wealth management and financial planning services to individual, high-net-worth, and family-office clients, employing a whole-balance-sheet approach and discretionary investment authority to implement asset allocation. The firm provides a range of services including portfolio management, tax preparation, real estate consulting, and family office administrative support through multiple operating brands.

Ryan Noxon is a CFP®, ChFC®, and holds a Series 66 license with eight years of industry experience. He has worked at Destination Wealth Management since 2025 and previously spent seven years at Edward Jones. Destination Wealth Management provides discretionary investment management and financial planning 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 thematic, longer-term perspectives across multiple asset classes and offers alternative investment opportunities under committee oversight.

Michael Watson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at BPM Wealth Advisors, LLC. His prior work includes roles at Valmark Advisers, Inc. and Independent Financial Group, LLC. BPM Wealth Advisors serves individual clients, including high-net-worth individuals, as well as corporations, trusts, estates, and charitable foundations, providing financial planning, pension consulting, asset management, and insurance consulting. The firm manages approximately $49.9 million on a discretionary basis and employs a mix of passive and active strategies, focusing on manager selection and portfolio oversight.

Michelle Durgy is a financial advisor at KCM Investment Advisors with 11 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining KCM in 2017, she worked for City/County San Francisco and Fieldman, Rolapp Financial Services, LLC. KCM Investment Advisors serves a diverse client base including high-net-worth individuals, retirees, corporate pensions, foundations, and endowments. The firm offers discretionary portfolio management and integrated financial planning, using customized allocations and a combination of fundamental, quantitative, and macro/cyclical analysis.

Caleb Dupree is a financial advisor at Ashton Thomas Private Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model that integrates discretionary and non-discretionary portfolio management across multiple asset classes, utilizing mutual funds, ETFs, independent managers, and specialized strategies.

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 experience in wealth management. She is currently with SVB Wealth LLC and First Citizens Investor Services, having previously worked at firms including RBC Capital Markets and Parallel Advisors, LLC. Outside her advisory role, she is a partner at Corporate Equity Services, LLC, where she provides consulting and administrative support part-time. SVB Wealth LLC serves a range of clients including high net worth individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, using a structured due diligence process to select and monitor third-party managers and delivering investment advice primarily through its investment adviser representatives.

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® with 38 years of experience in the financial services industry. He is currently with The Wealth Consulting Group and has previously worked at LPL Financial, Yerba Buena Wealth Advisors, and Strategic Wealth Advisors Group. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers a range of services including discretionary portfolio management, financial planning, and access to third-party managers across multiple custodial platforms.

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.