John Dwyer is a financial advisor with Belpointe Asset Management LLC in Walnut Creek, CA, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. His prior work includes roles at Lynx Capital, Fairway Financial, Stonecastle, and Integro. Outside of his advisory role, he is involved in commercial and personal insurance brokerage through Diablo Valley Insurance. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, employing customized portfolios and a range of advisory relationships.

Jason Russell is a Series 66-licensed financial advisor with six years of industry experience. He currently works at Kingswood Wealth Advisors, LLC and Kingswood Capital Partner since 2025. His prior experience includes roles at Fremont Bank, LPL Financial, and Edward Jones. Outside of his advisory work, he has provided occasional non-investment related consulting for Real Time Cloud Solutions and AceFone. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with third-party manager oversight.

John Zamboanga is a financial advisor with Infinity Financial Services Advisory and holds Series 63 and Series 65 licenses. He has 30 years of industry experience with previous roles at Northwestern Mutual Wealth Management, TD Ameritrade, and other firms. He is also CEO of Tri-Valley Wealth Management, an independent securities and insurance business. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, and pension consulting using a variety of analytical methods and investment strategies across multiple asset classes.

Jonathan Fults is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has worked at Jordan Park Group LLC since 2017 and was previously employed at Goldman Sachs from 2013 to 2017. Based in San Francisco, he is part of a firm with 92 advisors. 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 uses customized Investment Policy Statements, derivative overlay strategies, and tax-aware rebalancing techniques as part of its portfolio construction and risk management approach.

King Lip is a CFP®, CFA®, and holds a Series 63 license with 17 years of industry experience. He is currently with BakerAvenue in San Francisco, where he has worked since 2008. His prior experience includes roles at Veridi Capital, Llc and Simonbaker & Partners 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, estate and philanthropy planning, tax preparation, and concentrated stock management. The firm employs a multi-strategy investment process combining fundamental, quantitative, and technical analysis with tactical asset allocation.

Jeffrey Salyer is a CFA® charterholder with one year of experience at Freestone Capital Management, LLC. He previously worked at Callan LLC for nine years. Freestone Capital Management, LLC is a comprehensive wealth management firm managing approximately $14.5 billion for about 2,900 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private investment funds, combining internally managed portfolios, third-party sub-advisers, and alternative investments with an emphasis on downside risk.

Benjamin Lester is a CFA® charterholder with 18 years of industry experience. He has worked at Jordan Park Group LLC since 2018 and previously spent three years at Goldman, Sachs & Co. He serves on the Investment Committee for the Ronald McDonald House at Stanford, providing general advice on the organization's endowment. Jordan Park Group LLC provides discretionary investment management primarily to high-net-worth individuals, families, and institutional clients such as charitable organizations and foundations. The firm offers customized investment solutions through separate accounts, pooled vehicles, and other structures, supported by a vertically integrated operating model that includes a private trust company and a limited-purpose broker-dealer.

Clement Farias is a financial advisor at Citizens Private Wealth with a Series 66 designation and four years of industry experience. He previously worked at J.P. Morgan Securities and First Republic Investment Management. Outside of finance, he has experience with the Reno Aces baseball team and 1868 FC soccer club. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes a long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management overseen by a Chief Investment Officer, alongside consulting services for multigenerational family and closely held business matters.

Eric Scaff is a financial advisor at Concorde Asset Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Concorde since 2014. Outside of his advisory role, he is president of CALSTRA Car Wash, a full-service car wash and quick lube business. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of investment options including alternative and less liquid products.

Justina Lai is a financial advisor at Laird Norton Wetherby Wealth Management, LLC with 12 years of industry experience. She holds a Series 65 designation and has worked at Wetherby Asset Management from 2015 to 2023 before joining LNW. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, global diversification, active manager due diligence, and tax-aware decision making, while coordinating with outside professionals to address complex multi-entity financial needs.

Kristie Cahill is a CFP® with 20 years of experience in the financial services industry. She is currently with CreativeOne Wealth, LLC and Haven Wealth Management, where she has worked since 2019. Prior to that, she was with Opes Advisors and Opes Wealth Management. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option-based strategies, supported by quantitative and fundamental analyses.

Ramy Antar is a CFA® charterholder with 26 years of industry experience. He is affiliated with RBC Securities, Inc. and has previously worked at City National Securities, Inc., City National Rochdale, and Fisher Investments, Inc. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. Investment management is delegated to an affiliated sub-advisor, RBC Rochdale, which constructs and manages portfolios using mutual funds, ETFs, SMAs, and individual securities on a discretionary basis.

Christopher Gallo is a financial advisor at Hilltop Securities Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hilltop Securities since 2013. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform.

Hugh Beecher is a financial advisor with Citizens Private Wealth, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at JP Morgan Chase Bank and First Republic Securities Company prior to joining Citizens Private Wealth in 2024. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients, offering discretionary and non-discretionary investment management within an open-architecture platform. The firm integrates tactical allocation adjustments and combines quantitative and qualitative research under CIO oversight, leveraging its affiliation with Citizens Bank to provide additional banking and lending products alongside expanded business consulting services.

Darin Fierstein is a financial advisor with Parallel Advisors, LLC in San Francisco, holding Series 63 and Series 65 licenses and having four years of industry experience. He previously worked at Rockefeller Capital Management and Boston Partners. Parallel Advisors serves a diverse client base including individuals, high-net-worth clients, business entities, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach incorporating fundamental, technical, and cyclical analysis across various asset classes and utilizes technology platforms to support tax-efficient portfolio management.

Shih Hua Liu is a financial advisor at Arete Wealth Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked with Portsmouth Financial Services, Inc. and Woodbury Financial Services, Inc. Prior to joining Arete Wealth Advisors, he managed his own DBA, SWM Financial. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations and integrates affiliated financial businesses and product channels in its service offerings.

Audrey Grubman is a CFP® with 29 years of industry experience. She has been with NorthRock Partners, LLC since 2025 and previously worked at Parkside Advisors LLC and Grubman Wealth Management. 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 broad asset allocation, diversification, and the use of both public and private market strategies.

Sabina Pan is a financial advisor at Financial Gravity Family Office Services, LLC with three years of industry experience. She holds a Series 65 credential and has worked previously at Avantax Advisory Services and New Home Professional. Outside of her advisory role, she serves as CEO of Bay CPA Plus, a public accounting and tax practice where she manages client services and operations. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a multi-disciplinary investment approach using fundamental, technical, and cyclical analysis and often works with third-party sub-advisors and model portfolios.

John Lau is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with Robertson Stephens Wealth Management, LLC and has prior experience at Fortune Financial Services, Inc and LFS Asset Management, LLC. He serves as a director for FIAT, a nonprofit organization focused on financial aptitude training. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement and profit-sharing plans, managing $8.76 billion in assets. The firm offers discretionary and non-discretionary portfolio management along with comprehensive planning services, utilizing in-house model portfolios and third-party managers across a range of investment strategies.

Michael Conway is a financial advisor with SVB Wealth LLC based in San Francisco, CA. He holds Series 66 and Series 63 licenses and has 15 years of industry experience. His background includes roles at Silicon Valley Bank and Boston Private Wealth LLC. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a due diligence process to select third-party managers and is a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Company, with affiliated bank, trust, broker-dealer, and asset management entities.