Joanna Aiken is a financial advisor at Choreo, LLC with 29 years of industry experience. She previously worked at Enso Wealth Management and Edward Jones. Outside of her advisory role, she serves as CFO of JCBC Enterprises LLC, which provides educational enrichment programs for children. Choreo serves individual and high-net-worth investors, family offices, and institutional clients with services including portfolio management, financial planning, and outsourced CIO solutions. The firm combines strategic asset allocation with quantitative screening and utilizes diverse investment vehicles to implement client portfolios.

Lia Seara is a CFP® professional with 15 years of experience in financial advising. She currently works at Parallel Advisors, LLC and previously held roles at Osborne Partners Capital Management and Merrill. 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 including fixed income, mutual funds, ETFs, and independent managers, incorporating technology platforms to manage tax-efficient rebalancing and held-away accounts.

Kenneth Quiat is a financial advisor at Belpointe Asset Management LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Belpointe since 2017. Prior to that, he was with Foresters Equity Services, Inc. and has been involved with AD Banker LLC since 2012, where he also serves as a licensed educator. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with a range of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerances.

Caroline Burns is a financial advisor at Parallel Advisors, LLC with a Series 65 designation and five years of industry experience. Her prior work includes roles at Net-Results Marketing Automation and Colorado College. 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 range of investment strategies across fixed income, mutual funds, ETFs, and independent managers, and integrates technology platforms for tax-efficient portfolio management and held-away account consolidation.

Yu Chen is a CFP® professional with 13 years of experience in financial advising. He is currently with Infinity Financial Services Advisory and has previously worked at Alden Capital, Eagle Strategies, and New York Life insurance among others. Outside of his advisory role, Yu Chen is the owner of MYZ Financial & Insurance Services and serves as CFO of Forte Tools Inc, a wholesale distributor of industrial products. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses, providing portfolio management, financial planning, and pension consulting. The firm employs a variety of investment strategies, including long- and short-term trading and options, and integrates advisory services with affiliated broker-dealer and insurance activities.

Steven Burke is a financial advisor at RedHawk Wealth Advisors, Inc. based in Oakland, CA, holding a Series 65 designation with seven years of industry experience. Prior to joining RedHawk, he worked at Hermes Econometrics for three years and has served as a principal and independent insurance agent at SIS Services since 2000. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, utilizing a structured investment committee process and third-party risk assessment tools to guide decisions.

John Neeley is a financial advisor with Destination Wealth Management in Walnut Creek, CA. He holds the CFP® and ChFC® designations and has eight years of industry experience. His prior work history includes roles at Nationwide Securities LLC, Securities America Advisors, and Cambridge Investment Research Advisors, Inc. 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, and employs a diversified investment approach using model portfolios that include equities, fixed income, ETFs, alternative investments, and options as appropriate.

David Mar is a Series 65-licensed financial advisor at Arete Wealth Advisors, LLC with 42 years of industry experience. He has been with Arete Wealth Management since 2009 and also works as a licensed insurance agent specializing in life, disability, and health insurance. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Kenneth Millman is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC. He previously worked at BMO Family Office for three years and BNY Wealth Management for eleven years. 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 uses fundamental, technical, and cyclical analysis across various investment types and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Richard Gordon is a financial advisor at Citizens Private Wealth with 18 years of industry experience. He holds a Series 66 credential and previously worked at JP Morgan Chase Bank and First Republic Securities. He serves as a board member of the Libitzky Family Foundation. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, open-architecture investment approach with predominantly discretionary portfolio management and offers a range of services including tax and estate structuring and business consulting for multigenerational families and closely held businesses.

Steven Minkoff is a CFP® professional with 36 years of industry experience. He has worked at NorthRock Partners since 2023 and was previously with Ameriprise Financial Services, Inc. for 18 years. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach emphasizing asset allocation, diversification, and periodic rebalancing, offering services that include financial planning, portfolio management, and personal office support.

Maria Pyatigorsky is a CFA® charterholder with seven years of experience in wealth management. She is currently with Laird Norton Wetherby Wealth Management, LLC (LNW), where she has been since 2024. Prior to that, she held multiple roles at Wetherby Asset Management from 2016 to 2023. LNW provides comprehensive wealth planning and investment management primarily for high-net-worth individuals, families, and related entities such as trusts and charitable organizations. The firm employs a strategic asset allocation approach with global diversification and offers access to private funds, including renewable power vehicles, supported by discretionary portfolio management and operational tools like artificial intelligence.

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.

Sean Kyle is a CFP® professional with eight years of industry experience, currently serving as an advisor at Plancorp, LLC since 2015. Based in San Francisco, CA, he is part of a multi-team firm with 52 advisors. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with services including wealth management, investment management, financial planning, pension consulting, succession planning, and tax preparation. The firm’s investment approach is based on Modern Portfolio Theory with documented Investment Policy Statements, offering both discretionary and non-discretionary management alongside tax-aware strategies and access to third-party advisers.

Amir Barar is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Strategic Wealth Advisors Group, and LPL Financial. He serves as CEO of ICS Wealth Management, a support company affiliated with his advisory business. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach with customized portfolios and operates at enterprise scale with over 160 advisors managing approximately $9.9 billion in assets.

Christopher Hauswirth is a financial advisor at LNW with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Wetherby Asset Management for 25 years before joining Laird Norton Wetherby Wealth Management, LLC in 2024. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment policy statements, strategic asset allocation, global diversification, and coordination with outside professionals to address complex, multi-entity financial needs.

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 Certified Financial Planner® with 12 years of industry experience. He has worked at Brighton Jones LLC since 2018 and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, N.A. based in San Francisco, CA. Brighton Jones LLC provides comprehensive wealth-management services to individuals, charitable organizations, pooled investment vehicles, and retirement plans. The firm emphasizes whole-balance-sheet planning through its Personal CFO model and offers family office services, discretionary investment management, and private-investment opportunities via its subsidiary Lenora Capital.

Justin Amit is a CFA® charterholder with 10 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc., Capital Planning Advisors LLC, Bedell Frazier Investment Counselling, LLC, Charles Schwab & Co., Inc., Bank of America, N.A., and Merrill. Outside of his advisory work, he officiates baseball and football games in Phoenix, AZ. BlueSpring Wealth Management is a multi-team firm serving a diverse client base. The firm emphasizes customized investment strategies and offers a range of financial planning, retirement consulting, and investment management services.

Eric Stern is a financial advisor at SVB Wealth with Series 63 and Series 66 designations and five years of industry experience. Prior to joining SVB Wealth in 2025, he worked at First Citizens Bank and First Citizens Investor Services since 2024, and spent eleven years at City National Bank. SVB Wealth serves a diverse client base including individuals, trusts, charitable organizations, family offices, corporations, and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs fundamental, quantitative, and technical analysis with a formal due-diligence process and offers both discretionary and non-discretionary investment management.