Maria Pyatigorsky is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at Laird Norton Wetherby Wealth Management, LLC. She has held various roles at Wetherby Asset Management since 2016 prior to her current position. LNW serves families and high-net-worth individuals by providing comprehensive wealth planning and investment management for related entities such as trusts, estates, foundations, and endowments. The firm employs disciplined strategic asset allocations with global diversification and a core-satellite approach, integrating manager due diligence, tax-aware portfolio placement, alternative investments, and impact-investing options where appropriate.

Becky Kuang is a financial advisor at Robertson Stephens with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including JP Morgan Chase and First Republic Investment Management. Kuang is based in San Francisco, CA. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, planning services, and employs a range of investment strategies overseen by an in-house investment office.

Jack Tiffin is a financial advisor at Brighton Jones LLC in San Francisco, holding a Series 65 designation. He has been with Brighton Jones since 2026 and has prior experience in various roles outside the financial industry, including positions at educational institutions and hospitality businesses. Brighton Jones provides wealth management and financial planning services to individuals, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management, tax preparation, real estate consulting, and family office support, supported by an affiliated ecosystem that includes private investment fund management and trust services.

Sean Kyle is a CFP® professional with 9 years of industry experience, currently serving at Plancorp, LLC since 2015. Based in San Francisco, CA, he is part of a multi-team firm comprising 52 advisors. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with a range of wealth management, investment management, financial planning, and tax preparation services. The firm uses a Modern Portfolio Theory-based investment process guided by documented Investment Policy Statements, offering both discretionary and non-discretionary management alongside third-party adviser due diligence and tax-aware portfolio actions.

Christopher Hauswirth is a financial advisor at Laird Norton Wetherby Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Wetherby Asset Management for 25 years. LNW serves families and high-net-worth individuals, providing wealth planning and investment management for entities such as trusts, estates, foundations, and endowments. The firm uses a disciplined strategic asset allocation process with global diversification and a core-satellite approach, incorporating manager due diligence, tax-aware portfolio placement, alternative investments, and impact-investing options.

Mark Ackerman is a financial advisor at Perigon Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at PM Wealth Management, LLC and Prager Metis CPAs, LLC. In addition to his advisory role, he owns and operates Ackerman & Associates, an accounting firm specializing in tax preparation and bookkeeping. 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, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.

Jeremy Pond is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Brighton Jones LLC in San Francisco, CA. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2009 to 2018 before joining Brighton Jones. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm uses a whole-balance-sheet approach and offers discretionary portfolio management, tax preparation, real-estate consulting, and family office administrative support, supported by a distinctive affiliated ecosystem including a trust company and private investment management subsidiaries.

Justin Amit is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at BlueSpring Wealth Management, LLC. His prior roles include positions at Kestra Financial, Capital Planning Advisors, Bedell Frazier Investment Counselling, Charles Schwab, Bank of America, and Merrill. Outside of his financial career, he also works as a sports official, officiating baseball and football games. BlueSpring Wealth Management is a multi-team firm comprising 45 advisors.

Eric Stern is a financial advisor at SVB Wealth with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including City National Bank and Morgan Stanley. Stern is based in San Francisco, CA. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by providing 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 operates as a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Company.

Christopher Eagles Smith is a Certified Financial Planner (CFP®) and holds a Series 65 license, with 13 years of experience in the financial industry. He has worked at Destination Wealth Management since 2015. Outside of finance, he was involved with West America Tae Kwon Do for 11 years. Destination Wealth Management provides discretionary investment management and financial planning to a diverse client base, including individuals, high-net-worth clients, and charitable organizations. The firm employs an asset-allocation driven investment process that integrates fundamental research with thematic, long-term perspectives, and offers estate planning and tax services through strategic partnerships.

Zach Driscoll is a financial advisor with ValMark Advisers, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining ValMark Advisers, he was involved with BPM Wealth Advisors and Valmark Securities. Outside of his advisory role, he is the owner of Driscoll Goalie School LLC, which provides ice hockey goaltending instruction and consulting. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach utilizing mutual funds, ETFs, and separate-account managers, supported by proprietary and third-party platforms.

Sarah Hamilton is a CFP®-certified financial advisor with 20 years of industry experience. She currently works at Mission Wealth Management, LP and previously held roles at Hamilton Walker Advisers LLC, Fidelity Personal and Workplace Advisors, Fidelity Investments, and Ameriprise. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing discretionary and non-discretionary portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Emmanuel Pablo Jr. is a CFP® professional with 20 years of industry experience, currently affiliated with International Assets Investment Management, LLC. He previously worked at LPL Financial and spent 18 years at Patelco Credit Union. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers, offering customized portfolio management and financial planning.

Avi Crane is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes roles at Transamerica Financial Advisors and Debtmerica, among others. Crane is also involved with Alpha Innovation Partners, where he participates in the sales of traditional insurance products. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million across 642 clients with a team of 35 advisors. The firm serves individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that includes charting, cyclical, fundamental, quantitative, and technical analysis alongside modern portfolio theory.

Timothy Rizzuti is a CFP® designated financial advisor at BakerAvenue with six years of industry experience. He previously worked at Ameriprise and AssetMark Financial Holdings, Inc. among other firms. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and financial planning services, utilizing a range of quantitative and fundamental strategies while emphasizing ongoing client communications through regular performance reports and newsletters.

Karen Schmid is a CFA® charterholder with 13 years of industry experience. She is currently with RWA Wealth Partners and was previously with Moirai Wealth Management for 24 years. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and offers customized fixed income and cash management alongside internally managed strategies and tax preparation services.

Thomas O'Keefe is a CFA® charterholder and holds a Series 63 license with 10 years of industry experience. He is currently with SVB Wealth LLC, where he serves as Head of Investment Strategy. His prior experience includes roles at Silicon Valley Bank and affiliated entities. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to a diverse client base including individuals, trusts, foundations, corporations, and retirement plans. The firm employs a combination of fundamental, quantitative, and technical analysis, offering customized investment solutions and access to private fund opportunities.

Evelyn Zuk is a CFP® and holds a Series 66 license with two years of industry experience. She is currently with Destination Wealth Management and has prior experience at firms including Lincoln Financial Advisors Corporation, Northwestern Mutual, OSAIC, and FYNANC. Evelyn also worked in accounting at Prime Accounting for eight years. 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 integrates fundamental research and thematic perspectives, offering a range of strategies including equities, fixed income, ETFs, derivatives, and alternatives, supported by committee oversight and strategic partner relationships.

Eric Shulenberger is a Series 65-licensed financial advisor at Concentric with 18 years of prior experience at Veritable, LP and concurrent experience at Pathstone. He has worked in the industry for 11 years and is currently based in Walnut Creek, CA. Concentric provides discretionary sub-advisory portfolio management and model portfolio construction primarily to other registered investment advisers and financial institutions. The firm combines quantitative portfolio-optimization software and multi-factor risk models with qualitative oversight to customize portfolios, and offers specialized strategies including tax-aware and customizable mandates.

John Froley is a CFP® with 29 years of industry experience, currently serving as a financial advisor at NewEdge Wealth. His prior experience includes six years at First Republic Investment Management and nine years at First Republic Securities Company. Outside of his advisory role, he is involved in charitable and educational organizations, including serving as a voting member of the Froley Family Fund trustees and participating on the investment committees for the San Francisco Waldorf School and Huckleberry Youth Programs. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and employs a diversified investment approach that includes model strategies, third-party managers, proprietary solutions, and alternative investments.