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 financial advisor at BakerAvenue Asset Management with 17 years of industry experience. She holds the CFP®, CFA®, and Series 66 designations. Her prior roles include positions at Polaris Wealth Advisory Group, Polaris Equity Management, Inc., and UBS Financial Services. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm combines quantitative, fundamental, and tactical allocation strategies across a range of named portfolios, offering discretionary portfolio management alongside financial planning, family office services, and specialized tax and estate planning support.

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.

David Ferguson is a CFP® with 12 years of industry experience. He has worked at Laird Norton Wetherby Wealth Management, LLC since 2024 and was previously with WETHERBY ASSET MANAGEMENT from 2007 to 2023. 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 uses a disciplined, globally diversified investment approach with a core-satellite strategy, integrating manager due diligence, tax-aware portfolio placement, alternative investments, and impact-investing options where appropriate.

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 with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SeaCrest since 2019, following six years at Occidental Asset Management, LLC. SeaCrest Wealth Management is an SEC-registered multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that incorporates fundamental and technical analysis and uses both internal and third-party AI tools to support decision-making.

Jeanne Suh is a CFP® with 20 years of experience in the financial industry. She has worked at Destination Wealth Management since 2024, following prior roles at Consilium Wealth Management and Charles Schwab, where she spent 16 years. Destination Wealth Management offers discretionary investment management and financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs an asset-allocation driven investment process that integrates fundamental research with thematic, long-term strategies across multiple asset classes.

Preetika Pande is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Destination Wealth Management since 2020 and previously spent four years at Polaris Greystone Financial Group, LLC. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that combines fundamental research with longer-term thematic perspectives and offers alternative investment opportunities with formal committee oversight.

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.

Joseph Rust is a CFP® professional with seven years of industry experience, currently serving at Perigon Wealth Management, LLC since 2022. He has prior experience at PM Wealth Advisors LLC and PM Wealth Management, LLC. Rust is also a partner and accountant at Prager Metis CPAs, LLC, where he has worked since 1985, and he serves on the board of the Alzheimer's Association, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, trusts, businesses, charitable organizations, and banking institutions. The firm focuses on individualized portfolio construction and serves as sponsor and overseer of wrap-fee programs and sub-advisor relationships, with notable specialization in servicing banking and thrift institutions.

Luis Robles is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with The Mather Group, LLC and previously worked at Charles Schwab & Co., Inc., Bancwest Investment Services, Inc., Bank of the West, and Wells Fargo Clearing. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customized portfolio solutions including direct indexing and ESG factor portfolios.

Caitlin Pilisuk is a financial advisor at Perigon Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at MKT Advisors LLC and Keybank. 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 management to independent managers while maintaining oversight and conducting regular reviews.

Wayne Wong is a financial advisor at SeaCrest Wealth Management, LLC in San Francisco, CA, with 27 years of industry experience. He holds the CFP® designation and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he is involved in the sales of fixed and traditional insurance products. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach incorporating fundamental and technical analysis, leveraging both internal and third-party AI tools to support decision-making.

Kyle Winterbotham is a financial advisor at LNW with 10 years of industry experience. He holds a Series 65 designation and previously worked at WETHERBY ASSET MANAGEMENT from 2006 to 2023 before joining Laird Norton Wetherby Wealth Management, LLC in 2024. LNW serves families and high-net-worth individuals by providing comprehensive wealth planning and investment management for trusts, estates, foundations, and endowments. The firm uses disciplined strategic asset allocations with global diversification and a core-satellite approach, integrating manager due diligence, tax-aware portfolio placement, alternative investments, and impact-investing options.

John Bruno Jr. is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Wedbush Securities Inc. He previously worked at J.P. Morgan Securities and has been with Wedbush in various capacities since 2017. Wedbush Securities Inc. provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm delivers discretionary and non-discretionary portfolio management alongside research and prime broker services.

John Chang is a financial advisor at BlueSpring Wealth Management, LLC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Morgan Stanley, Bedell Frazier Investment Counselling, and Thomas Weisel Partners LLC. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment approach involves a customized, iterative policy process supported by proprietary technology and includes strategies such as custom option overlays and hedging for concentrated positions.

Thomas Beaty is a CFP®-certified financial advisor with 28 years of industry experience. He currently works at Citizens Private Wealth and has held prior roles at J.P. Morgan Securities, First Republic Investment Management, Merrill, and DWS Investment Management Americas. His career spans a variety of well-known financial institutions. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management overseen by a Chief Investment Officer, as well as comprehensive services including tax, estate structuring, and business consulting.