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® professional at Parallel Advisors, LLC with three years of industry experience. Prior to joining Parallel Advisors, he was with Btig LLC and studied at the University of California Berkeley. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting, offering a range of investment strategies and technology-enabled account management.

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 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 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 CERTIFIED FINANCIAL PLANNER™ and holds a Series 65 license with three years of industry experience. She currently works at BakerAvenue and has prior experience at Conquis Financial LLC, Capital Advantage, Inc., and First Republic. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth clients, and institutional clients, offering a range of named investment strategies that combine tactical allocation, quantitative analysis, and fundamental research. The firm also offers specialized services including tax and estate planning, philanthropy, and trustee oversight.

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.

Barry Oliver is a PFS™ credentialed financial advisor with 27 years of industry experience. He currently works at Earned Wealth Advisors, LLC and has previously been associated with firms including Thomas Doll, PensionOne Advisors, Inc., and TD Payroll, Inc. Outside of his advisory role, he is a member of GEOTC I, LLC, where he contributes to business decisions and bill approvals. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm offers comprehensive financial planning, discretionary wealth management, and retirement plan consulting, utilizing independent investment managers and tools such as Monte Carlo analysis and automated tax-loss harvesting. Its integration with affiliated businesses and use of third-party consultants distinguishes the firm within the multi-team advisor space.

Sam Su is a CFP® with 26 years of experience in the financial services industry. He has held roles at firms including UBS Financial Services, Morgan Stanley, Merrill, and Ameriprise before joining Aegis Capital Corp. in San Francisco. Aegis Capital Corp. provides investment advisory and related financial services to both individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, with a notable portion of assets managed on a non-discretionary basis.

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, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with ValMark Securities, ValMark Advisers, and SDM Advisors since 2019. Outside of his advisory work, he serves on the board of the 5 Buckets Foundation, a nonprofit focused on financial literacy. 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 approach emphasizes diversified, goal-based portfolios implemented through mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.

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.