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.

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.

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 five years of industry experience. He holds a Series 66 credential and has worked at JPMorgan Chase Bank, First Republic Securities, and previously in the airline industry with Alaska Airlines and Virgin America. Outside of finance, he is the owner of Linescapes, a fine art business focused on selling paintings and modeling. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with specialized retirement account management.

Seema Saini is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. She has been associated with Chahal & Associates since 2011. Outside of her advisory work, she is a passive partner in SSG Restaurant Inc., a Mountain Mike Pizza franchise, where she manages accounting and taxes. 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 retirement-plan advisory services, employing a diversified, buy-and-hold investment approach informed by both internal and third-party expertise.

Michael Pearce is a financial advisor at RBC Securities, Inc. in San Francisco, CA, holding Series 66, Series 63, and Series 65 licenses with 19 years of industry experience. His prior roles include positions at City National Securities, E*TRADE Capital Management LLC, E*TRADE Securities LLC, Bank of the West, and BancWest Investment Services. 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 integrates within a broad financial services group affiliated with a bank parent, offering discretionary portfolio management via an affiliated sub-advisor, RBC Rochdale, and a range of custodial and cash-management features.

Matthew Kennedy is a financial advisor with Parallel Advisors, LLC in San Francisco, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He 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 varied investment approach, including allocations across fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Brett Le Mmon is a financial advisor at Earned Wealth Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Thomas Doll for ten years before joining Earned Wealth and then Earned Wealth Advisors. Earned Wealth Advisors serves individual and institutional clients, particularly physicians, dentists, and their practice employees, offering financial planning, discretionary wealth management, and retirement plan consulting. The firm utilizes independent investment managers, model portfolios, and advanced tools such as Monte Carlo analysis and automated tax-loss harvesting to manage assets.

Michael Harris is a financial advisor at BlueSpring Wealth Management, LLC with 12 years of industry experience. He holds a Series 65 credential and has worked at Kestra Financial Inc., Capital Planning Advisors, and Bedell Frazier Investment Counselling, LLC. BlueSpring Wealth Management is a multi-team firm with 46 advisors that serves individuals, business owners, trusts and estates, and pension and profit-sharing plans. The firm provides discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting, employing a customized investment approach overseen by an Investment Committee.

Carolyn Barnette is a CFP® and CFA® with 12 years of industry experience. She currently works at Freestone Capital Management, LLC and previously spent 13 years at BlackRock. Outside of her advisory work, she serves as co-treasurer for the African Library Project and treasurer for the Los Perales PTA, contributing to both nonprofit governance and local school initiatives. Freestone Capital Management is a wealth management firm overseeing approximately $14.5 billion for about 2,900 clients through a team of 61 advisors. The firm offers discretionary and non-discretionary portfolio management alongside financial planning services, employing a blend of internally managed models, third-party sub-advisers, and alternative investments with a focus on downside risk.

Robert Jacques is a CFP®-designated financial advisor with 27 years of industry experience. He has worked at Destination Wealth Management since 1999, with prior roles at U.S. Bancorp Advisors, LLC and Citigroup Global Markets. Jacques is based in Walnut Creek, CA. Destination Wealth Management serves a range of clients including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm offers discretionary investment management and financial planning, utilizing model portfolios that combine equities, fixed income, ETFs, alternative investments, and other strategies, with a focus on committee-reviewed alternative investments and coordinated estate and tax services through third-party partners.

Dev Gupta is a CFP® credentialed financial advisor with 18 years of industry experience. He is currently with Perigon Wealth Management, LLC and Fair Capital, Inc., where he serves as Chief Executive Officer of the fintech firm. Prior to these roles, he spent 10 years at Merrill Lynch, Pierce, Fenner & Smith, Inc. Gupta is also a licensed insurance agent involved in insurance sales. 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 constructs portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting formal annual reviews.

John Lauritano is a financial advisor at Ashton Thomas Private Wealth with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Stepstone Group LP. Outside of his advisory role, he assists part-time with technology support for a family technology sales business. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a platform model utilizing a range of investment strategies and sub-advisers, including proprietary affiliates and third-party managers.

Shannon Stone is a CFP® with 18 years of experience in the financial services industry. She is currently with Parallel Advisors, LLC and has previously worked at Griffin Black, Inc., DHR Investment Counsel Ltd, Ameriprise, Citigroup Global Markets, and Alamo Capital. Parallel Advisors serves individuals—including high-net-worth clients—as well as business entities, retirement plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a diverse investment approach that includes fundamental, technical, and cyclical analysis across various asset classes.

Michael Frazier is a financial advisor at BlueSpring Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Kestra Financial Inc., Capital Planning Advisors, and Bedell Frazier Investment Counselling, LLC. BlueSpring Wealth Management serves a diverse client base, including individuals, business owners, trusts, estates, and pension and profit-sharing plans. The firm uses a customized investment process overseen by an Investment Committee and offers services such as discretionary investment management, financial planning, retirement plan consulting, and access to independent managers and private placement opportunities.

Gregory Bentley is a financial advisor at Prosperity Wealth Management, Inc. in San Ramon, CA, with 41 years of industry experience. He holds a Series 63 designation and has been with Prosperity Wealth Management since 2015. Bentley is also the CEO and a 25% owner of Fortune Financial Services, Inc., where he divides his time evenly alongside his role at Prosperity. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, pensions consulting, and referrals to third-party money managers. The firm manages approximately $442 million for about 1,600 clients and emphasizes tailored portfolio supervision through multiple analysis methods and ongoing oversight of recommended third-party managers.

Frederick Molfino Jr. is a financial advisor with Parallel Advisors, LLC in San Francisco, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Sanctuary Securities, LLC and Three Bridge Wealth Advisors, LLC. 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’s investment management approach includes allocations across fixed income, mutual funds, ETFs, and independent managers, employing fundamental, technical, and cyclical analysis, along with strategies such as covered-call options.

Judith Hirotaka is a financial advisor at The Mather Group, LLC with 18 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at firms including Wealth Enhancement Group, Ginsburg Financial Advisors, Mercer Global Advisors Inc., and Osborne Partners Capital Management. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable strategies and incorporates AI and machine-learning tools alongside human oversight.

Sonia Khaki is a CFA® charterholder at BakerAvenue with two years of industry experience. Prior to joining BakerAvenue in 2024, she worked at Redhill Hill School for six years. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, offering portfolio management across multiple strategies as well as financial planning, family office services, and estate and philanthropy planning. The firm employs a combined fundamental, quantitative, and technical investment approach and includes tactical asset allocation and various named strategies in its process.