Kyte Crigger is a CFP® professional at Parallel Advisors, LLC with three years of industry experience. Prior to joining Parallel Advisors in 2023, Kyte worked at Btig LLC and studied at the University of California Berkeley. 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 multi-faceted investment approach that includes fundamental, technical, and cyclical analysis across various asset classes and integrates technology platforms for portfolio management and tax-efficient rebalancing.

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.

Craig Weinstein is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Laurus Financial Group, Raymond James Financial Services, and LPL Financial. Outside of advisory work, he serves as an agent providing fixed insurance and annuity solutions and is the CEO of Strategic Capital Solutions Wealth Management. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and select individual securities, managing approximately $15.7 billion in assets with a multi-office platform of around 240 advisors.

Adrian Colmenares is a financial advisor with Concentric in Walnut Creek, CA, holding a Series 65 designation and currently in his first year with the firm. He has prior experience with Parametric Portfolio Associates and Envestnet Financial Technologies. 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, offering specialized strategies including tax-loss harvesting overlays, ESG overlays, and customizable fixed-income mandates.

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 industry experience 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 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 utilizes model portfolios that include equities, fixed income, ETFs, alternative investments, and options.

Brieanna Ford is a CFP® with two years of industry experience, currently advising at BakerAvenue in San Francisco. She previously worked at Conquis Financial, Capital Advantage, and First Republic. BakerAvenue provides wealth management, financial planning, and family office services primarily to individuals, high-net-worth clients, and institutions, offering a range of strategies that combine tactical allocation, quantitative analysis, and fundamental research. The firm supports clients with services including tax and estate planning, philanthropy, and trustee oversight, and incorporates third-party managers and alternative investments when appropriate.

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.

Tanya Welch is a CFP®, CFA®, and Series 66-registered financial advisor with 17 years of industry experience. She has been with BakerAvenue Asset Management LP since 2015. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, typically under discretionary mandates. The firm’s investment approach combines fundamental, quantitative, and technical analysis with tactical asset allocation across multiple named strategies, and it offers services including portfolio management, financial planning, family office support, and estate and philanthropy planning.

Rahul Agrawal is a financial advisor at Concentric with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Concentric since 2022, following prior roles at Advisor Partners, LLC. Concentric primarily serves other registered investment advisers and financial institutions as a sub-adviser and overlay manager, while also managing accounts directly for individual and high-net-worth clients. The firm uses a combination of quantitative and qualitative portfolio construction techniques and offers customized implementation tools such as tax-loss harvesting, direct indexing, and ESG overlays.

Jasmine Jordan is a financial advisor with Concorde Asset Management, LLC in San Francisco, CA, holding a Series 66 designation and seven years of industry experience. She has worked at Concorde Asset Management since 2019 and previously at Comprehensive Financial & Tax and California Pizza Kitchen. Outside of her advisory role, she is involved as a Client Relationship Manager and Registered Assistant at Sequent + Real Estate Wealth Management. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individual, corporate, charitable, and retirement plan clients. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and external strategist models, and offers a range of products including alternative investments and ERISA plan services.

Cody Martin is a financial advisor with ValMark Advisers, Inc. in San Francisco, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. He also serves on the board of the 5 Buckets Foundation, a nonprofit that promotes financial literacy. Martin has worked with Valmark Securities, ValMark Advisers, and SDM Advisors since 2019. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based portfolios and asset allocation, using mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing by advisors under investment committee oversight.

David Ferguson is a CFP® professional with 12 years of industry experience, currently serving at Laird Norton Wetherby Wealth Management, LLC. He previously worked for WETHERBY ASSET MANAGEMENT for 16 years. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm emphasizes customized investment strategies, global diversification, active manager due diligence, and coordinated wealth planning with outside professionals.

Victor Liao is a Series 66 licensed advisor with 20 years of industry experience. He has been with Parallel Advisors, LLC since 2011. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a multi-strategy approach that includes fixed income, mutual funds, ETFs, and independent managers.

Jason Jeung is a financial advisor at Seacrest Wealth Management, LLC in San Francisco, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He previously worked at Occidental Asset Management, LLC from 2013 to 2019 before joining Seacrest in 2019. Seacrest Wealth Management is an SEC-registered, multi-advisor firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management using a customized, long-term approach that incorporates fundamental and technical analysis, alternative investments, and AI-supported decision tools.

Jeanne Suh is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. She has worked at Destination Wealth Management since 2024 and previously was with Consilium Wealth Management and Charles Schwab for 16 years. 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 employs a core-and-tactical allocation approach based on fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Preetika Pande is a CFP® professional at Destination Wealth Management with 10 years of industry experience. She previously worked at Polaris Greystone Financial Group, LLC for four years before joining her current firm in 2020. Destination Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management and financial planning, utilizing a model portfolio approach that incorporates equities, fixed income, ETFs, alternative investments, and sub-advisers, with ongoing committee review of alternative offerings.

Luke Hass is a financial advisor at Concentric with one year of industry experience. He holds a Series 65 designation and previously worked at Canterbury Consulting and California Pizza Kitchen. Concentric primarily serves other registered investment advisers and financial institutions as a sub-adviser and overlay manager, while also managing accounts for individual and high-net-worth clients. The firm uses a combination of quantitative and qualitative portfolio construction techniques and offers customized implementation tools, including tax-loss harvesting, direct indexing, and ESG overlays.