Mikhail Saliba is a CFP® professional at Bailard, Inc. in Foster City, CA, with two years of industry experience. His work history includes multiple roles at Bailard and academic positions at the University of Colorado Boulder and Texas Christian University. Bailard provides wealth and asset management services to individual and institutional clients, employing a multi-asset, active investment approach that integrates quantitative models, fundamental research, and qualitative judgment.

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 at Titleist Asset Management, LLC with 19 years of industry experience. He has held positions at firms including Osaic Fa, Bellwether Capital Management LLC, Wells Fargo Clearing, Merrill, and Wells Fargo Investments. He serves as a board member of the Brian D Stevens Foundation. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a rules-based Total Return framework overseen by an investment committee.

Daniel Rozansky is a financial advisor at Robertson Stephens with 23 years of industry experience. He holds a Series 66 designation and has worked at various Robertson Stephens entities since 2014. Outside of his advisory role, he serves on the endowment investment committee of the Peninsula JCC, a community pool and fitness center. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing $8.76 billion in assets as of December 31, 2025. The firm offers customized asset allocation and portfolio management using various investment vehicles, including equities, fixed income, mutual funds, ETFs, options, and private funds, with oversight from its Investment Office and Committee.

Adam Stoeppler is a financial advisor with B. Riley Wealth Advisors, Inc. in San Francisco, CA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at National Securities Corporation for seven years before joining B. Riley Wealth Management and B. Riley Wealth Advisors in 2022. Stoeppler is involved with 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, pension, trust, charitable, and corporate clients. The firm offers various programs such as Advisor-as-Portfolio-Manager services and third-party managed solutions using the Envestnet platform, managing approximately $4.21 billion in client assets across about 173 advisors.

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 credential with two years of industry experience. Prior to joining Mission Wealth Management, he worked in the hospitality sector, including at Rosewood Miramar Beach Hotel and Domino's Pizza. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, and investment management services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering customized portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

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 29 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Sepio Capital since 2018. Prior to that, he was with Lombard Street Partners, LLC for 12 years and Merrill for 9 years. Sepio Capital is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, charitable organizations, and institutional investors. The firm employs a long-term, fundamentals-driven approach using proprietary strategies and independent managers across various asset classes, including mutual funds, ETFs, individual securities, private funds, and digital assets.

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.

Robert Hammack is a financial advisor with Summitry, LLC, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at Charles Schwab and EquityBee Inc. before joining Summitry. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies, offering discretionary portfolio management, financial planning, model equity strategies, and third-party manager selection. The firm employs a research-driven, bottom-up investment approach and manages a registered mutual fund, combining core internally managed strategies with alternative approaches and independent managers.

Lori Russell is a CFP® and holds a Series 66 license with six years of industry experience. She is currently with Summitry, LLC and previously worked at Vantage Wealth, D.A. Davidson & Co., HSBC Securities, Morgan Stanley, and Waddell & Reed. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies. The firm employs a research-driven, bottom-up investment approach combining internally managed Core strategies with Independent Managers and alternative strategies, including a tax-smart 130/30 long/short method.

Lee Levy is a financial advisor at Savvy with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Cambridge Investment Research Advisors, Wells Fargo Clearing, and Morgan Stanley Private Bank. Savvy Advisors provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations, offering a range of portfolio management and fiduciary services. The firm emphasizes diversified, index-based investment strategies enhanced by quantitative models and integrates advanced technology such as artificial intelligence and machine learning to support client communications and planning.

Derek France is a Series 65-licensed advisor at Team Hewins, LLC with nine years of industry experience. He has been with Team Hewins since 2018 and previously worked at Hewins Financial Advisors, LLC from 2015 to 2018. Team Hewins serves individuals, families, trusts, estates, business entities, charitable organizations, and retirement plans by offering investment advisory, financial planning, and retirement plan consulting services. The firm employs an asset-allocation approach based on Modern Portfolio Theory and manages assets through both discretionary and non-discretionary arrangements, including specialized services for state and municipal benefit plans.

Haroon Sattari is a financial advisor with RBC Securities, Inc., holding a Series 66 credential and 12 years of industry experience. He has worked at RBC Securities since 2019, following six years at Citigroup Global Markets and CitiBank, N.A. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm utilizes an affiliated sub-advisor to manage portfolios with mutual funds, ETFs, SMAs, and individual securities, and is integrated within a broader financial services group affiliated with a bank parent and related entities.

Jeffrey Hodges is a financial advisor at Encompass More Asset Management LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, N.A., First Republic Securities Company Co LLC, Alaska Airlines, and Virgin America. Outside of finance, he is the owner of Linescapes, a fine art business involving painting and modeling. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based investment strategies that incorporate proprietary and third-party sub-advisers, managing a range of assets including equities, fixed income, mutual funds, ETFs, private placements, and certain digital asset exposures.

Kenneth Vander Kooi is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Summitry, LLC since 2024 and previously spent 11 years at Scharf Investments LLC. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and investment companies. The firm uses a research-driven, bottom-up investment approach that combines internally managed core strategies with independent managers and alternative approaches, including a tax-smart long/short strategy.

Oliver Orzal is a financial advisor at Royal Fund Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Ameritas Advisory Services, ESI Financial Advisors, and BNJA Insurance & Financial Services. Outside of advisory work, he is involved in insurance sales through multiple related business entities. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm uses a variety of investment strategies tailored to client risk tolerances and offers both discretionary and held-away account management services.

Michael Pearce is a financial advisor with RBC Securities, Inc. in San Francisco, CA, holding Series 63, Series 65, and Series 66 licenses and 19 years of industry experience. His prior roles include positions at City National Securities, E*TRADE Capital Management LLC, Bank of the West, Ameriprise, and Wells Fargo Investments. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning, portfolio management, and reporting, with investment management delegated to an affiliated sub-advisor, RBC Rochdale, utilizing a range of investment vehicles and discretionary management within a broad affiliated financial services group.