Kathleen Hafner is a CFP® professional with experience at Brighton Jones LLC since 2025. Prior to joining Brighton Jones, she worked at Elmwood Wealth Management and Bloom Wealth Advisors. Before entering the financial advisory field, she held various roles in healthcare institutions including UCSF Benioff Children's Hospital Oakland and John Muir Hospital. Brighton Jones LLC provides comprehensive wealth management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm employs a Personal CFO model and offers family office services, investment management, and private-investment opportunities through its subsidiary Lenora Capital.

Nicholas Kanzaki is a Certified Financial Planner (CFP®) with eight years of industry experience. He is currently with Laird Norton Wetherby Wealth Management, LLC (LNW) and has held various roles within Wetherby Asset Management since 2016. LNW provides comprehensive wealth planning and investment management services primarily to high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, and a core-satellite approach including active managers and alternative investments, supported by discretionary portfolio management and tools such as financial modeling and artificial intelligence.

Ariel Schutte is a financial advisor at Destination Wealth Management in Walnut Creek, CA, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Destination Wealth Management since 2016. Destination Wealth Management provides discretionary investment management and financial planning to a broad client base, including high-net-worth individuals, 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.

John Stoller is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 66 designations and over 21 years of industry experience. He has previously worked with Vanderbilt Securities, KMS Financial Services, and has operated his own firms, including Stoller Investment Advisors and The Stoller Company, where he serves as president. Outside of his advisory roles, he is a director on the board of Gateway Bank, FSB, participating in several committees and community outreach events. 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 process combines strategic asset allocation with fundamental and technical analysis and offers proprietary tactical ETF model portfolios alongside third-party manager allocations.

Charles Haynor is a CFA® charterholder with 32 years of experience in the financial industry. He has been with United Capital Financial Advisors since 2014. Outside of his advisory work, he serves as Treasurer and a member of the Board of Directors at the Rayner Foundation, a nonprofit organization. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm offers discretionary portfolio management, access to third-party managers, and customized strategies with ongoing monitoring and reporting.

Daniela Pedley is a financial advisor at Summit Trail Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Summit Trail Advisors since 2015 and Summit Trail Securities since 2017. Outside of her advisory role, she serves on the board of Congo Voice, a charitable organization, and is a member of the advisory committee for Futures Without Violence. Summit Trail Advisors serves a diverse client base including individuals, trusts, charitable organizations, and institutional clients. The firm employs an asset allocation and portfolio construction process across multiple asset classes and uses an open-architecture investment approach with ongoing due diligence.

Jennifer Hicks is a financial advisor at Laird Norton Wetherby Wealth Management, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked at Wetherby Asset Management from 2013 to 2023 before joining her current firm. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and their related entities. The firm combines investment management, wealth planning, and coordination with outside professionals to address complex multi-entity financial needs through a customized and diversified investment approach.

Donald Travo is a CFP®-certified financial advisor with Destination Wealth Management in Walnut Creek, CA, where he has worked since 2021. He has three years of industry experience, including prior roles at Pearce, Bevill, Leasburg, Moore, BCR Wealth Strategies, SA Stone Investment Advisors, and Capital Wealth Strategies. His background also includes military service in the US Air Force from 2014 to 2017. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a core-and-tactical allocation investment approach based on thematic fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Seton Mcandrews is a CFP® and Series 66-registered advisor with 20 years of industry experience. He joined Freestone Capital Management, LLC in 2025 after 15 years with WrapManager, Inc. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,900 clients with $14.5 billion in assets under management through a team of 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, employing diversified portfolios constructed using fundamental and quantitative analysis with an explicit focus on downside risk.

Joseph Levy is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has held roles at Concorde Asset Management, Concorde Investment Services, Compass Commercial, and Marcus & Millichap. Outside of his advisory work, he serves as Vice President and real estate agent at Compass Commercial, representing buyers and sellers of commercial multifamily properties. 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 that includes individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of products including alternative and less liquid investments.

Nicholas Larry is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Transamerica Financial Advisors. Outside of financial services, he has been involved with Lucky Devil Brewery and One Hundred Consulting LLC. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Elena Song is a CFP® professional with eight years of experience in financial advising. She currently works at Destination Wealth Management and has held previous roles at RWA Wealth Partners, Polaris Wealth Advisory Group, Team Hewins, Consilium Wealth Management, and Aegis Wealth Management. She also has experience working at the State Department. Destination Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary investment management and financial planning, coordinating estate-planning and tax services through third-party partners. Its investment approach includes diversified model portfolios that blend equities, fixed income, ETFs, alternative investments, and, when appropriate, options and sub-advisers, with a focus on ongoing due diligence and committee oversight of alternative investments.

Caroline Egan is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has been with Destination Wealth Management since 2014. The firm provides discretionary investment management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. Destination Wealth Management employs a core-and-tactical allocation framework informed by thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Pedro Cisneros is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Destination Wealth Management, where he has worked since 2024, following six years at Edward Jones. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s investment process uses a core-and-tactical allocation framework based on longer-term fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Donald Edgren is a financial advisor at Sepio Capital, LP with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sepio Capital since 2017, following a nine-year tenure at Merrill Lynch. Sepio Capital is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and institutional investors. The firm employs a primarily long-term, fundamentals-driven investment approach using a mix of proprietary strategies and independent managers, managing approximately $4.46 billion in client assets as of December 31, 2025.

Jay Kotecha is a financial advisor at ON Investment Management Company with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Perfect Price. Outside of his advisory role, he is involved in the sale and service of group life insurance through Embarcadero in San Francisco. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a mix of discretionary and non-discretionary accounts and maintains a dual-registration model integrating broker-dealer activities.

Timothy Kaiser is a financial advisor with Perigon Wealth Management, LLC in San Francisco, CA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His prior roles include positions at Wealth Advisors Inc., First Allied Securities, Cetera Advisors, and Girard Securities. Outside of his advisory work, he co-owns Kaiser Oaks, LLC, an equine boarding and care business. 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.

Kyte Crigger is a CFP® professional at Parallel Advisors, LLC with three years of industry experience. Prior to joining Parallel Advisors in 2023, Kyte worked at Btig LLC and studied at the University of California Berkeley. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach that includes fundamental, technical, and cyclical analysis across various asset classes and integrates technology platforms for portfolio management and tax-efficient rebalancing.

Lee Erby Jr. is a financial advisor at SVB Wealth with 18 years of industry experience. He holds a Series 66 designation and has previously worked at CitiGroup, Bank of America, Merrill, and First Citizens Investor Services. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a combination of fundamental, quantitative, and technical analysis and oversees third-party managers through a documented due diligence process.

Craig Weinstein is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Laurus Financial Group, Raymond James Financial Services, and LPL Financial. Outside of advisory work, he serves as an agent providing fixed insurance and annuity solutions and is the CEO of Strategic Capital Solutions Wealth Management. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and select individual securities, managing approximately $15.7 billion in assets with a multi-office platform of around 240 advisors.