Curtis Elijah is a CFA® charterholder at Empirical Wealth Management with over 12 years of industry experience. He previously worked at Franklin Templeton Investments and Private Wealth Partners. Curtis is based in San Francisco, CA. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and other investors, offering diversified investment management and comprehensive financial planning services. The firm employs a Modern Portfolio Theory approach, incorporating multiple asset classes and targeted strategies, and operates several affiliated businesses including residential real estate brokerage and insurance services.

Catherine Pinkas is a financial advisor at Simplicity Wealth with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LifePro Asset Management and FSC Securities Corporation. In addition to her advisory work, she is a part-time instructor at the University of California Berkeley and Chabot College and works as an independent insurance agent. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients, offering services such as financial planning, portfolio management, and retirement plan advisory. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, and provides technology and operational support to other advisers through its managed account platform.

Robert Roesener is a CFP® with 10 years of industry experience, currently with Parallel Advisors, LLC since 2022. His prior roles include positions at Ameriprise Financial Services, Inc. and Wells Fargo Advisors. He is also registered as an independent insurance agent, a non-investment-related activity. 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 using fundamental, technical, and cyclical analysis across various asset classes and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Cameron Hackett is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. He has worked at Atomi Financial Group dba Compound Planning since 2022 and previously spent six years at Claraphi Advisory Network, LLC. Mr. Hackett holds a Series 66 designation and is a licensed insurance agent. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm employs a customized, risk-based investment approach utilizing fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies supported by third-party sub-advisors and technology partnerships.

Jessica Lambruschini Coy is a financial advisor at Destination Wealth Management with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Destination Wealth Management since 2015. Destination Wealth Management provides discretionary investment management and financial planning services to a range of clients including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a core-and-tactical allocation investment approach informed by thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Linda Xia is a financial advisor at Destination Wealth Management with eight years of industry experience. She holds a Series 65 designation and has been with the firm since 2023, following 14 years at Destinational Wealth Management. 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 emphasizes a core-and-tactical allocation investment approach informed by thematic fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Jason Shemtob is a CFP® professional with eight years of experience in the financial industry, currently serving as an advisor at Aspiriant, LLC. He has been with Aspiriant in various roles since 2016. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, family office, and specialty services. The firm offers customized investment programs using a variety of implementation options and supports clients with expanded family office capabilities, including accounting and banking services.

Karla Mcavoy is a CFP® with 14 years of experience in financial advising. She has worked at The Mather Group, LLC since 2022 and previously spent seven years at HC Financial Advisors Inc. There are no additional outside activities noted. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and offers customized portfolio options including ESG factor portfolios and direct indexing.

Michael Spohn is a financial advisor with Hilltop Securities Inc. in San Francisco, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Hilltop Securities since 2008. Outside of his advisory role, he assists with accounting, bookkeeping, and operational tasks in a family-owned business run by his wife, and he also serves as a notary public providing complimentary document notarization for clients and colleagues. Hilltop Securities serves individual, high-net-worth, and institutional clients through investment advisory and broker-dealer services, offering managed account programs, financial planning, retirement-plan consulting, and annuity-based solutions. The firm operates an open-architecture platform featuring third-party and in-house investment strategies, custody, banking, and market-making capabilities, including a municipal bond lineup co-advised with Franklin Templeton Group.

Douglas Moss is a financial advisor with On Investment Management Company, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Parallel Advisors, LLC and Edward Jones Investments, as well as running his own consulting business. On Investment Management Company is a multi-team SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of third-party investment programs and IAR-directed strategies.

Gregory Weiss is a financial advisor with Ashton Thomas Securities, LLC and holds a Series 66 designation. He has 23 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he owns a vineyard through Alan Astor LLC. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers a range of investment management and financial planning services, managing approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices.

David Mcwilliams is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Mutual/United of Omaha since 2000. In addition to his advisory role, he is an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating primarily through a network of Investment Advisor Representatives who recommend model portfolios and manage accounts on approved platforms.

Kristin Stansbury Flaiani is a CFP® professional with 22 years of industry experience. She has been with City National Bank since 2011 and is currently affiliated with RBC Securities, Inc. in Walnut Creek, CA. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates its advisory services within a broader financial services group that includes banking, trust, municipal advisory, and trading businesses.

Michael Zaninovich is a financial advisor at Robertson Stephens with 10 years of industry experience. He holds a Series 65 designation and has worked at Robertson Stephens Advisors and Robertson Stephens Wealth Management since 2014. Outside of his advisory role, he is a licensed insurance agent with Highland Capital Brokerage, dedicating a small portion of his time to this activity. Robertson Stephens Wealth Management serves individual clients, high-net-worth families, trusts, family offices, charitable organizations, and retirement plans. The firm offers a range of services including portfolio management, financial planning, tax and estate planning, and access to public and private funds, employing a combination of individualized advice and centrally managed model portfolios.

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.

William Fisher is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at KMS Financial Services, Inc. and Vanderbilt Securities, LLC. Outside of advisory work, he is the owner and CEO of AgroXtracts, a hemp CBD manufacturing company. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm offers tailored, advisor-driven investment strategies that combine strategic asset allocation with fundamental and technical analysis across various securities.

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.