John Werhan is a financial advisor with Earned Wealth Advisors, LLC, holding the PFS™ designation and Series 65 license. He has 26 years of industry experience, including previous roles at Capital Performance Advisors LLP and PensionOne Advisors, Inc. Outside of his advisory work, he is involved with TWD Payroll, Inc., a business he has been associated with for over a decade. 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 specialized retirement-plan advisory services, utilizing a diversified investment approach informed by both internal and third-party expertise.

Aaron Phillips is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Infinity Financial Services since 2016 and has also engaged in tax preparation through an affiliation with a tax services provider since 2015. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients through 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, fundamental and quantitative analysis, and the use of complex investment products such as options.

Hailun Zheng is a financial advisor at Jordan Park Group LLC with the ChFC® designation and two years of industry experience. Prior to joining Jordan Park Group in 2025, Zheng held positions at Savvy Wealth Inc, Fidelity Investments, J.P. Morgan Securities, and New York Life Insurance, among others. 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 committee approval process to implement customized investment policies across various account types and pooled investment vehicles.

Marsha Jong is a CFA® charterholder with 24 years of industry experience. She is currently an advisor at Empirical Wealth Management and previously worked at BlackRock Investments, LLC, and Barclays Global Investors. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based approach using diversified model portfolios across multiple asset classes and offers a range of financial planning, investment management, and affiliated real estate, insurance, and estate-planning services.

Brenda Simson is a financial advisor at Founders Financial Securities LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Transamerica Financial Advisors, Inc. and Visa Inc. She also works as an independent contractor writing and selling Medicare insurance policies. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients. The firm supports a broad network of advisors managing approximately $4.1 billion in client assets and offers multiple advisory platforms including managed portfolios, financial planning, and 1031 exchange consulting.

Courtney Horn is a financial advisor at NorthRock Partners, LLC with 23 years of industry experience. She holds a Series 66 designation and spent 15 years at Ameriprise Financial Services, Inc. before joining NorthRock in 2023. 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 that includes diversification, periodic rebalancing, and the use of both public and private market strategies.

Ryan Morris is a financial advisor at Freestone Capital Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Freestone Capital Management is a wealth management firm managing approximately $14.5 billion for about 2,900 clients through a team of 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and wealth management services, utilizing a combination of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Cameron Jamison is a financial advisor at BlueSpring Wealth Management, LLC with two years of industry experience. He previously worked at Kestra Financial Inc., Capital Planning Advisors LLC, and Bedell Frazier Investment Counseling, LLC. Outside of his advisory career, he has been involved with the Lamorinda Water Polo Club for eight years. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans, offering investment management, financial planning, and retirement consulting. The firm’s investment approach emphasizes customized policies developed with clients and includes a range of strategies such as mutual funds, ETFs, individual securities, and specialized option overlay and hedging techniques.

Harriet Dower is a financial advisor at Citizens Private Wealth with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and First Republic Investment Management. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term asset allocation within an open-architecture framework, offering discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Alec Winterhalter is a financial advisor at Jordan Park Group LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for two years. Jordan Park Group serves primarily high-net-worth individuals, families, related entities, and philanthropic organizations, managing multi-million dollar portfolios through discretionary portfolio management, sub-advisor oversight, and family office services. The firm employs a customized investment approach that includes alternative strategies and integrates ESG considerations when requested.

Christian Amsberry is a financial advisor with Titleist Asset Management, LLC, holding Series 66 and Series 63 licenses and 18 years of industry experience. He has worked at Titleist Capital and Titleist Asset Management since 2024, and previously spent nine years at Osaic FA. Outside of his advisory role, he serves as a board member of the Brian D Stevens Foundation. Titleist Asset Management, LLC is an SEC-registered multi-advisor wealth manager serving individuals, trusts, estates, and employer-sponsored retirement plans. The firm uses client-specific asset allocation strategies overseen by an investment committee and employs a Rules Based Investing Total Return System that incorporates global benchmarks, macro-driven tilts, and a short-duration fixed-income sleeve.

Daniel Rozansky is a financial advisor at Robertson Stephens with 22 years of industry experience. He holds a Series 66 designation and has been with various Robertson Stephens entities since 2014. Rozansky is also an independent life insurance agent and serves on the endowment investment committee for the Peninsula JCC, a nonprofit community organization. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, 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 as of December 31, 2024.

Adam Stoeppler is a financial advisor at B. Riley Wealth Advisors, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at National Securities Corporation. His other business activities include fixed insurance sales through B. Riley Wealth Insurance Corporation. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers multiple investment programs and manages approximately $4.21 billion in assets across about 173 advisors.

Gary Gardner is a CFP® with 49 years of industry experience, currently affiliated with OneAscent Financial Services LLC. He has previously worked at Life & Wealth Advisors, Inc. and Chauner Securities, Inc., and has operated his own firm, Gary Gardner & Company, since 1975. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions using individualized asset allocation, model-based platforms, and outsourced services.

Philip Hart is a financial advisor at Perigon Wealth Management, LLC in San Francisco, CA, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Perigon since 2004. 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, regularly monitors accounts, and may delegate investment management to independent managers while retaining oversight.

Martin Mercado is a financial advisor at Mission Wealth Management, LP, holding a Series 65 designation with one year of industry experience. Before joining Mission Wealth in 2024, he worked at Rosewood Miramar Beach Hotel and Domino’s Pizza. Mission Wealth Management, LP is a multi-team SEC-registered advisory firm with 135 advisors managing approximately $17 billion. The firm serves high-net-worth individuals, families, and institutional clients, offering wealth management, personalized portfolio management, financial planning, and pension fund services with a tiered service model tailored to client complexity and asset size.

Stephen Sparolini is a financial advisor at Perigon Wealth Management, LLC with 17 years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments for 18 years. 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 client objectives and risk tolerance, often delegating day-to-day investment management to independent managers while maintaining oversight and conducting regular reviews.

Christopher Barlow is a financial advisor at Sepio Capital, LP with 28 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at Lombard Street Partners, LLC for 12 years before joining Sepio Capital in 2018. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, providing discretionary portfolio management, financial planning, and advisory services. The firm employs a combination of proprietary strategies and allocations to independent managers, focusing on fundamental analysis with a generally long-term investment approach.

David Hale is a CFP® professional with 24 years of industry experience, currently serving as a Wealth Advisor at Perigon Wealth Management, LLC and as a registered representative with Purshe Kaplan Sterling Investments. His prior experience includes six years at Avondale Partners, LLC. Outside of his advisory role, he serves as a director for Battle Creek Meadows Ranch, Inc., which focuses on timber and range management. 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 client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting regular reviews.

Lee Levy is a financial advisor with Savvy, holding Series 65 and Series 63 licenses and 21 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Wells Fargo Clearing, and Morgan Stanley Private Bank. Savvy serves individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations with customized investment and financial planning services. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware strategies, integrating third-party sub-advisers and fintech tools.