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 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Osaic Fa. He serves as a board member of the Brian D Stevens Foundation. Titleist Asset Management provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, qualified employee plans, charitable organizations, and business entities. The firm offers customized portfolios overseen by an investment committee and employs a Rules Based Investing Total Return System incorporating a range of strategies and asset types.

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. Prior to joining B. Riley Wealth Advisors in 2022, he worked at National Securities Corporation for seven years. B. Riley Wealth Advisors provides investment advice and portfolio management to individuals, pension plans, trusts, charitable organizations, and corporate clients, managing approximately $4.21 billion in assets through a range of programs including Advisor-as-Portfolio-Manager and third-party managed solutions.

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 with one year of industry experience. He holds a Series 65 designation and previously worked in hospitality roles at Rosewood Miramar Beach Hotel and Domino's Pizza. Mission Wealth Management is a multi-team SEC-registered advisory firm that serves affluent individuals, families, and institutional clients through personalized wealth management, financial planning, and portfolio management. The firm employs customized, long-term strategies using a range of investment vehicles and offers services including tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary support.

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.

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.