Robert Jacques is a CFP® professional with 27 years of experience in financial advising. He has worked at Destination Wealth Management since 1999, with a break between 2007 and 2014 during which he was employed at Citigroup Global Markets and U.S. Bancorp Advisors, LLC. He holds Series 63 and Series 65 licenses. Destination Wealth Management provides discretionary investment management and financial planning to a broad range of clients including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that integrates fundamental research and thematic long-term perspectives across multiple asset classes, and it maintains a formal program for alternative and private investments with committee oversight.

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.

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.

Andrew Czajkowski is a financial advisor at NorthRock Partners, LLC in San Rafael, CA, with seven years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, LLC, Infinity Financial Services, and Karp Capital Management Corporation. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and use of Independent Managers, integrating private market allocations and AI-supported tools for tax-aware investing and risk assessment.

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.

Alina Bocu is a financial advisor at Jordan Park Group LLC with ChFC® and Series 66 credentials and two years of industry experience. She previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, First Republic Bank, UBS, Nordea Bank, and Loeb, Block & Partners LLP. Jordan Park Group LLC serves primarily high-net-worth individuals, families, trusts, estates, and philanthropic organizations, managing multi-million dollar portfolios through discretionary portfolio management, sub-advisor oversight, and family office services. The firm applies customized investment guidelines, includes ESG considerations when requested, and employs alternative strategies alongside tax-aware and opportunistic rebalancing.

Rita Chan is a CFP® with 15 years of industry experience, currently serving as an advisor at Destination Wealth Management. She has been with the firm since 2015, contributing over nine years in total. Destination Wealth Management offers discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm’s investment approach is asset-allocation driven, combining fundamental research with thematic, longer-term perspectives and incorporates alternative investment offerings under committee oversight.

Rafael Scroggins is a financial advisor with RBC Securities, Inc. based in San Francisco, CA. He holds a Series 66 designation and has 18 years of industry experience. His prior work history includes roles at City National Bank, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. 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 is affiliated with a bank parent and offers integrated financial services including financial planning, portfolio management, and access to various investment vehicles through its advisory programs.

Raymond Randolph is a financial advisor at KCM Investment Advisors with 12 years of industry experience. He holds a Series 63 designation and has been with KCM Investment Advisors since 2005. KCM Investment Advisors serves high-net-worth individuals, retirees, and institutional clients by providing discretionary portfolio management and integrated financial planning. The firm offers customized portfolio solutions combining equities, ETFs, and investment-grade fixed income, utilizing fundamental and quantitative analysis to guide asset allocation and trading strategies.

Ronald Murphy is a ChFC® with 55 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2003. He also has a long tenure with LFA Holdings, Inc. dba Larkspur Financial Advisors dating back to 1981. Outside of his advisory roles, Murphy serves on the board of directors for SFA Holdings, Inc. and holds officer positions in a homeowner association and an insurance agency. The Strategic Financial Alliance provides advisory services to individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers portfolio management, third-party manager selection and referral, financial planning, seminars, and a subscription-based wealth planning service, utilizing both in-house management and third-party arrangements.

Jessica Pincus is a financial advisor at Earned Wealth Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments, Forge Securities LLC, and Thomas Doll. Outside of her advisory role, she is an angel investor in Gaingels LLC, a diversity and inclusion-oriented venture capital fund. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm offers comprehensive financial planning and wealth management, employing independent managers and model portfolios while integrating a family of affiliated businesses that provide complementary services such as retirement plan design and accounting.

George Reel is a Series 65 licensed advisor with eight years of industry experience, currently serving at Destination Wealth Management in Walnut Creek, CA. He has been with the firm since 2010. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that incorporates fundamental research and thematic, long-term perspectives across various asset classes, while offering alternative investment opportunities and coordinated estate planning and tax services through strategic partnerships.

Charles Woodward is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 designations and possessing 45 years of industry experience. His career includes roles at UBS Financial Services, Wells Fargo Advisors LLC, and San Francisco Sentry Investment Group. Outside of his advisory work, he serves on the boards of the San Francisco Maritime National Park Association and the Olympic Club Foundation. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a combination of fundamental and quantitative analysis within a risk-profile framework and frequently utilizes third-party sub-advisers and managed account solutions to implement client portfolios.

Peter Mcneil is a financial advisor at Concorde Asset Management, LLC with 25 years of industry experience. He holds the Series 66 designation and has been with Concorde since 2018, following a decade at Independent Financial Group. In addition to his advisory role, he operates an insurance agency under the name McNeil & Associates and owns a tax preparation and planning business. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, financial planning, and access to third-party asset managers. The firm uses model portfolios and strategic asset allocation tailored to client objectives and risk tolerances, providing discretionary trading and ERISA retirement-plan advisory services.

Rebecca Douglass is a financial advisor at Ashton Thomas Private Wealth in San Francisco, holding Series 63 and Series 65 licenses. She has experience spanning over 20 years, including positions at Banc of America Investment Services, First Citizens Bank, and currently Ashton Thomas Private Wealth. Ashton Thomas Private Wealth provides investment advisory and wealth management services to a diverse client base, offering portfolio management, financial planning, and retirement-plan fiduciary consulting. The firm employs a multi-manager approach, utilizing mutual funds, ETFs, third-party managers, and specialized investment strategies through its Amplify Platform.

Gregory Gilbert is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding a Series 66 designation and 27 years of industry experience. He has worked with various entities within the Infinity Financial Services group since 2006. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a range of analytical methods and investment strategies, integrating advisory, broker-dealer, and insurance activities.