La Shaun Howard is a financial advisor with SVB Wealth, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining SVB Wealth, Howard worked at Silicon Valley Bank and its affiliated entities from 2015 to 2023, and also at First Citizens Investor Services since 2023. Outside of advising, Howard is involved with Bay Area Notary Services, LLC, providing notary services in the Bay Area. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers and is affiliated with First-Citizens Bank & Trust Company and related entities.

John Bernabei is a CFP® with 11 years of industry experience. He has worked at Robertson Stephens Wealth Management since 2020 and previously held roles at Seaplane Partners, LLC and Vine Street Wealth Management, LLC. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines individualized advisor guidance with centrally developed model portfolios and oversight by an Investment Office and Committee, offering access to public and private funds including hedge funds and private equity.

Arthur Ambarik is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Perigon Wealth Management, LLC since 2013. He holds a Series 66 designation and is based in San Francisco, CA. Perigon Wealth Management offers 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 tolerances, utilizing sub-advisors or turnkey asset management programs when appropriate, and maintains institutional relationships with multiple custodial platforms.

Kenneth Martinson is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Consolidated Portfolio Review Corp since 2020 and has prior experience at Vanderbilt Securities, LLC, Kms Financial Services, Inc, and Financial Resources, Inc. Martinson serves as President and Managing Executive of Financial Resources, Inc. and is a partner at Martinson Stoller Advisors. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s advisor-driven investment process combines strategic asset allocation with fundamental and technical analysis, offering discretionary and non-discretionary managed accounts, proprietary model portfolios, and access to independent third-party sub-advisors.

Bohan Liu is a CFA® charterholder at Empirical Wealth Management with four years of industry experience. He previously worked at Fisher Investments for three years and Caida Securities for nine years. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans with fee-based investment management and financial planning services. The firm employs a Modern Portfolio Theory approach using diversified model portfolios and also offers alternative-strategy investments and affiliated real estate, insurance, and estate-planning services.

Mark Mc Mechen is a financial advisor at Destination Wealth Management in Walnut Creek, CA, holding a Series 65 designation with eight years of industry experience. He has been with Destination Wealth Management since 2009. Destination Wealth Management provides discretionary investment management and financial planning services to a range of clients, including individuals, high-net-worth clients, pension plans, trusts, and corporations. The firm employs a core-and-tactical allocation framework informed by long-term fundamental and macroeconomic research and manages over $4.1 billion in discretionary assets.

Dustin Tong is a CFP® professional with 15 years of industry experience, currently serving at Destination Wealth Management since 2012. He holds Series 63 and Series 65 licenses and is based in Walnut Creek, CA. Destination Wealth Management provides discretionary investment management and financial planning services to a range of clients including individuals, high-net-worth households, pension plans, trusts, and charitable organizations. The firm employs a core-and-tactical allocation approach informed by thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Lisa Gallo is a CFP® professional with 29 years of industry experience, currently serving at Encompass More Asset Management LLC. Her prior roles include positions at O'Donnell Financial Group, Independent Financial Group, United Planners' Financial Services of America, Vitucci & Associates, and National Planning Corp. She is also involved as an agent with Westland Financial Services, providing insurance products and business development solutions for independent financial advisors. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, focusing exclusively on individual investors and high-net-worth clients.

Mary Ballin is a CFP® professional with 26 years of experience in the financial advisory industry. She has worked at Perigon Wealth Management, LLC since 2020, following roles at Private Ocean and Mosaic Financial Partners, Inc. in San Francisco, CA. Perigon Wealth Management provides customized investment advisory and wealth management services to a range of clients including individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing sub-advisors or turnkey asset management programs while maintaining oversight of asset allocation and due diligence.

Evan Jones is a financial advisor at Parallel Advisors, LLC with 10 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Scharf Investments and BNY Mellon. 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 range of investment strategies including fundamental, technical, and cyclical analysis, and integrates technology platforms for portfolio management and tax-efficient rebalancing.

Herbert Brown is a financial advisor at Zacks Investment Management, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Zacks Investment Management and its affiliate Zacks & Company since 2006. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm employs a proprietary quantitative and qualitative investment process centered on earnings-estimate revisions and offers a range of strategies and products across retail, institutional, and third-party distribution channels.

Marci Kerr is a financial advisor at Aprio Wealth Management, LLC in Walnut Creek, CA, holding a Series 65 credential with four years of industry experience. She previously worked at BNY Mellon from 2014 to 2022 before joining Aprio. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation alongside techniques such as dollar-cost averaging and technical analysis and coordinates referrals with an affiliated registered CPA firm while maintaining separate accounting and advisory services.

Dana Deroque is a Series 65-licensed advisor with 11 years of industry experience, currently serving at Destination Wealth Management since 2013. She is based in Walnut Creek, CA. Destination Wealth Management provides discretionary investment management and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a core-and-tactical allocation approach informed by fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

William Barrett is a financial advisor at Parallel Advisors, LLC with credentials including Series 65 and Series 63. He has prior experience at BMO Family Office and BNY Mellon, accumulating over a decade in the financial industry. Barrett is located in San Francisco, CA, and has been with Parallel Advisors since 2025. 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 diversified investment approach across multiple asset classes and uses technology platforms to facilitate tax-efficient rebalancing and held-away account management.

Mehul Thakker is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and 24 years of industry experience. He has been with Vanderbilt Advisory Services since 2017 and previously worked at Financial West Group for 14 years. Thakker is also the owner of Empowered Investments, a DBA he has operated since 2016. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and utilizes the Betterment for Advisors platform, with an investment approach that combines strategic asset allocation and multiple forms of analysis tailored to client objectives.

Ghazaleh Ebrahimi is a financial advisor with Aegis Capital Corp. in San Francisco, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Stifel Nicolaus & Co. Inc for nine years before joining Aegis Capital Corp. Outside of her advisory role, she is involved as an agent and producer with a general insurance agency. Aegis Capital Corp. serves a mix of individual and corporate clients, providing investment advisory, asset management, financial planning, and brokerage services. The firm offers both discretionary and non-discretionary advisory relationships and is noted for its active broker-dealer operations alongside a range of financial services.

Erika De La Rosa Hennessey is a financial advisor at 1919 Investment Counsel, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with 1919 since 2018, following four years at Rand & Associates. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and collaborative relationships within Stifel Financial Corp. affiliates.

Benjamin Musson is a financial advisor at Destination Wealth Management in Walnut Creek, CA, holding a Series 66 designation with 18 years of industry experience. He has been with Destination Wealth Management since 2012. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a core-and-tactical allocation framework informed by thematic research and macroeconomic analysis and manages over $4.1 billion in discretionary assets.

Alexander Chang is a financial advisor at Lifeworks Advisors, LLC with six years of industry experience. He holds the ChFC® designation and Series 65 and Series 63 licenses. Prior to joining Lifeworks Advisors, he worked at Northwestern Mutual for seven years. Outside of his advisory work, he is involved with Cuppa SF and 365 Night Market. Lifeworks Advisors serves a diverse clientele including individuals, trusts, charitable organizations, retirement plans, and businesses, providing wealth management, financial planning, and retirement plan advisory services. The firm integrates a planning-based tranche framework with a risk-based investment approach, utilizing a variety of investment vehicles and employing quantitative and fundamental analysis supported by artificial intelligence tools alongside human oversight. Lifeworks is notable for its close operational ties to tax and accounting services and its proprietary technology platform that supports coordinated advisory and tax solutions.

Steven Quinly is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 credentials and over 46 years of industry experience. His prior work includes roles at Bank of America and Merrill. He also serves on the Contra Costa County Treasurer Oversight Committee. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm focuses on personalized advice and employs diversified asset allocation strategies across various investment types, including mutual funds, ETFs, equities, fixed income, and alternatives.