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 with two years of industry experience, currently serving as a financial advisor at BakerAvenue Asset Management in San Francisco. Prior to joining BakerAvenue, she worked at Redhill Hill School for six years. BakerAvenue Asset Management is a multi-team wealth manager that serves individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management along with financial planning, family office services, and tax and estate planning support, employing a range of quantitative and fundamental investment strategies.

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 Series 66-licensed financial advisor with 18 years of industry experience. He currently works at RBC Securities, Inc. and has prior experience at City National Bank, Wells Fargo Clearing, Wells Fargo Bank NA, Comerica Securities, and Wells Fargo Investments. 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 part of a broader financial services group affiliated with a bank and offers discretionary portfolio management via an affiliated sub-advisor using diversified asset allocation strategies.

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 financial advisor with The Strategic Financial Alliance, Inc., holding the ChFC® and Series 63 designations and bringing 56 years of industry experience. He has been with The Strategic Financial Alliance since 2003 and has worked at LFA Holdings, Inc. dba Larkspur Financial Advisors since 1981. Murphy serves as a board member of SFA Holdings, Inc. and holds officer roles with his local homeowner association. The Strategic Financial Alliance serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management, third-party manager selection, financial planning, and educational seminars, implementing customized strategies through co-advisory relationships and referrals to third-party asset managers.

Jessica Pincus is a financial advisor at Earned Wealth Advisors, LLC with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at firms including Fisher Investments and Forme Financial. 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, particularly physicians, dentists, and their practice employees, offering comprehensive financial planning, discretionary wealth management, and retirement plan consulting. The firm uses a range of independent investment managers and model portfolios, supported by tools like Monte Carlo analysis and automated tax-loss harvesting, and integrates with affiliated businesses across retirement planning, accounting, insurance, and publishing.

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 licenses and having 45 years of industry experience. His career includes roles at UBS Financial Services, Wells Fargo Clearing, and San Francisco Sentry Securities, among others. 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 offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment approaches and frequently utilizes third-party sub-advisers while maintaining oversight and rebalancing 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 designations. She has over 20 years of industry experience, including roles at Banc of America Investment Services and First Citizens Bank. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, utilizing a platform that combines discretionary and non-discretionary portfolio management with access to third-party managers and a range of investment strategies.

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.

Reed Nothwang is a CFP® and Series 66 licensed financial advisor with 10 years of industry experience. He currently works at Compound Planning, Inc. and has previously been employed at Cerity Partners LLC, Brouwer & Janachowski LLC, U.S. Bancorp Investments, Inc., and Edward Jones. He serves on the board of RotaCare San Rafael, a nonprofit that provides medical care to uninsured families. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries. The firm employs a fiduciary, goals-based investment process utilizing a range of strategies from low-cost ETFs and direct indexing to professional options and synthetic lending, supported by technology partnerships and automated portfolio monitoring.

Joseph Kalinowski is a financial advisor at Earned Wealth Advisors, LLC with 27 years of industry experience and holds the PFS™ designation. His prior work includes roles with Thomas Doll CPA's, PensionOne Advisors, and Td Payroll, among others, spanning over three decades in accounting and advisory services. Earned Wealth Advisors serves individual and institutional clients, particularly physicians, dentists, and their practice employees, offering comprehensive financial planning, discretionary wealth management, and retirement plan consulting. The firm primarily implements client portfolios through independent managers and model portfolios, utilizing advanced tools and maintaining integration with a family of affiliated businesses across accounting, payroll, insurance, and publishing.

Jackson Sendell is a CFP® and holds a Series 65 license, currently with LNW in San Francisco, CA. He has two years of industry experience, including prior roles at California Financial Advisors and Praetorian Wealth Management, Inc. Sendell previously spent ten years in full-time education. 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 a disciplined strategic asset allocation with global diversification and a core-satellite approach, integrating manager due diligence, tax-aware portfolio placement, alternative investments, and impact-investing options where appropriate.

Jordan Arreola is a financial advisor at Empirical Wealth Management in San Francisco, holding a Series 65 designation with two years of industry experience. Prior to joining Empirical, he worked at Quadriga Partners and has held various roles in both academic and automotive sectors. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans. The firm employs a multi-asset, Modern Portfolio Theory-based investment approach and offers a range of services including discretionary investment management, financial planning, tax preparation, retirement-plan consulting, and affiliated real estate, insurance, and estate-planning services.