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.

Jennifer Hicks is a Certified Financial Planner™ (CFP®) with 10 years of industry experience. She is currently with Laird Norton Wetherby Wealth Management, LLC and was previously with Wetherby Asset Management for a decade. LNW serves families and high-net-worth individuals, 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 approach with global diversification and offers access to alternative investments and private funds.

Seton Mcandrews is a CFP® and Series 66-registered advisor with 20 years of industry experience. He joined Freestone Capital Management, LLC in 2025 after 15 years with WrapManager, Inc. Freestone Capital Management, LLC is a wealth management firm serving approximately 2,900 clients with $14.5 billion in assets under management through a team of 61 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and sponsors private funds, employing diversified portfolios constructed using fundamental and quantitative analysis with an explicit focus on downside risk.

Joseph Levy is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has held roles at Concorde Asset Management, Concorde Investment Services, Compass Commercial, and Marcus & Millichap. Outside of his advisory work, he serves as Vice President and real estate agent at Compass Commercial, representing buyers and sellers of commercial multifamily properties. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base that includes individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of products including alternative and less liquid investments.

Elena Song is a CFP® professional with eight years of experience in financial advisory. She is currently with Destination Wealth Management and has previously worked at several firms including RWA Wealth Partners, Polaris Wealth Advisory Group, Team Hewins, Consilium Wealth Management, and Aegis Wealth Management. 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’s investment approach is asset-allocation driven and incorporates fundamental research with thematic, longer-term perspectives across various asset classes, while also managing alternative investment opportunities through formal committee oversight.

Caroline Egan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Destination Wealth Management. She has worked at Destination Wealth Management in two periods totaling over 17 years, with prior experience at Northern Trust Securities, Inc. Caroline holds Series 63 and Series 65 licenses. Destination Wealth Management provides discretionary investment management and financial planning to a range of clients including individuals, high-net-worth clients, and charitable organizations. The firm employs an asset-allocation driven investment process that integrates fundamental research with longer-term thematic perspectives and offers access to alternative investment opportunities through a structured oversight program.

Pedro Cisneros is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Destination Wealth Management. He has eight years of industry experience, including six years at Edward Jones prior to joining Destination Wealth Management. Destination Wealth Management offers discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment approach that integrates fundamental research with longer-term thematic perspectives across multiple asset classes and maintains a formal program for alternative and private investment offerings with committee oversight.

Donald Edgren is a financial advisor at Sepio Capital, LP with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sepio Capital since 2017, following a nine-year tenure at Merrill Lynch. Sepio Capital is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and institutional investors. The firm employs a primarily long-term, fundamentals-driven investment approach using a mix of proprietary strategies and independent managers, managing approximately $4.46 billion in client assets as of December 31, 2025.

Jay Kotecha is a financial advisor at ON Investment Management Company with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Perfect Price. Outside of his advisory role, he is involved in the sale and service of group life insurance through Embarcadero in San Francisco. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a mix of discretionary and non-discretionary accounts and maintains a dual-registration model integrating broker-dealer activities.

Timothy Kaiser is a financial advisor with Perigon Wealth Management, LLC in San Francisco, CA, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His prior roles include positions at Wealth Advisors Inc., First Allied Securities, Cetera Advisors, and Girard Securities. Outside of his advisory work, he co-owns Kaiser Oaks, LLC, an equine boarding and care business. 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 client objectives and risk tolerance, often delegating day-to-day investment management to independent managers while maintaining oversight and conducting regular reviews.

Kyte Crigger is a CFP® with three years of industry experience, currently advising at Parallel Advisors, LLC in San Francisco, CA. Prior to joining Parallel Advisors in 2023, Kyte worked at Btig LLC for three years and attended the University of California Berkeley. Parallel Advisors serves a diverse client base including individuals, high-net-worth clients, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach that includes fundamental, technical, and cyclical analysis across various asset classes, and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Lee Erby Jr. is a financial advisor at SVB Wealth with 18 years of industry experience. He holds a Series 66 designation and has previously worked at CitiGroup, Bank of America, Merrill, and First Citizens Investor Services. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a combination of fundamental, quantitative, and technical analysis and oversees third-party managers through a documented due diligence process.

Adrian Colmenares is a Series 65 licensed financial advisor with one year of industry experience. He currently works at Concentric and previously held multiple roles at Parametric Portfolio Associates and Envestnet Financial Technologies. Concentric provides discretionary sub-advisory portfolio management and model portfolio construction primarily to registered investment advisers and financial institutions, employing quantitative portfolio optimization combined with qualitative oversight to tailor investment strategies. The firm is notable for delivering most of its services through sub-advisory relationships, serving a high client-to-advisor ratio and offering specialized strategies including tax-aware and factor-tilt portfolios.

Michael Millman is a CFP® and ChFC® with 28 years of experience in financial advising. He is currently with Parallel Advisors, LLC and has previously worked at Fifth Third Wealth Advisors LLC and U.S. Bank Private Wealth Management. Outside of advising, he is a manager at High Desert Holdings II, LLC, a real estate business. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including fixed income, mutual funds, ETFs, and independent managers, and offers integrated technology solutions and fiduciary services through an affiliated trust company.

Knud Gotterup Jr. is a financial advisor at Parallel Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parallel Advisors since 2016 and The Savant Group since 2003. Parallel Advisors serves individuals, including high-net-worth clients, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and cyclical analysis across various asset classes and integrates technology platforms for tax-efficient rebalancing and held-away account management.

Mitchell Weitz is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with Citizens Private Wealth and has previously worked at JP Morgan Chase bank, J.P. Morgan Securities, First Republic Securities Company, and Bloomberg LP. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, estates, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering discretionary portfolio management supported by quantitative and qualitative research, along with consulting services for multigenerational families and closely held businesses.

Geoffrey Cable is a CFP® with 21 years of experience in financial advising and has been with Destination Wealth Management since 2005. He holds Series 63 and Series 65 licenses and is based in Walnut Creek, CA. Destination Wealth Management offers discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses an asset-allocation driven investment process combining fundamental research and thematic, longer-term perspectives, and provides estate planning and tax services through strategic partner relationships.

Brieanna Ford is a CFP® and holds a Series 65 license, currently serving as a financial advisor at BakerAvenue with three years of industry experience. Her prior roles include positions at Conquis Financial LLC, Capital Advantage, Inc., and First Republic. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm provides discretionary portfolio management, financial planning, family office services, concentrated stock management, alternative investments, and tax and estate planning, employing strategies that blend quantitative, fundamental, and tactical allocation approaches.

Juan Carlos Galvez is a financial advisor at Encompass More Asset Management LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms including Transamerica Financial Advisors and WFGIA. Outside of advisory, he is involved with several business ventures spanning insurance services and freight corporation operations. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm manages approximately $985 million through about 85 advisers and employs model-based strategies combining proprietary and third-party sub-advisers across a broad range of investment options, including digital-asset related exposures.

Spencer Terris is a CFP® and Series 65 credentialed advisor with six years at Parallel Advisors, LLC and three years of industry experience. Prior to joining Parallel Advisors, he worked for six years at Hub Strategy and Communication. 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, independent managers, and options strategies, along with technology-enabled tax-efficient rebalancing and held-away account management.