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.

Geoffrey Zimmerman is a Certified Financial Planner (CFP®) with 28 years of industry experience. He has worked at Integrated Advisors Network LLC since 2018 and previously spent 11 years at Mosaic Financial Partners, Inc. He holds Series 63 and Series 66 licenses. Integrated Advisors Network is an SEC-registered multi-team investment adviser that serves individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and related consulting, employing a variety of investment approaches and frequently uses third-party sub-adviser platforms to implement client plans.

Bryan Lee is a financial advisor at Concentric with five years of industry experience. He holds a Series 65 designation and previously worked at Advisor Partners, LLC for four years. Concentric provides discretionary sub-advisory portfolio management and model portfolio construction primarily to other registered investment advisers and financial institutions, using quantitative portfolio-optimization software combined with qualitative oversight to customize accounts. The firm’s services include tax-loss harvesting, ESG overlays, and specialized strategies such as leveraged long/short tax-aware approaches, and it is known for servicing a high volume of clients through sub-advisory relationships.

Michael Spieler is a financial advisor with The Strategic Financial Alliance, Inc., holding a Series 66 designation and 20 years of industry experience. He is also the owner of Sherpa Financial Advisors, where he provides financial advisement and planning services. Spieler has worked with Strategic Blueprint, LLC and Sherpa Financial Advisors alongside his role at The Strategic Financial Alliance. The Strategic Financial Alliance serves a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers customized investment strategies through programs like Strategic Choice, co-advisory relationships, and third-party manager referrals, utilizing a mix of asset allocation, model portfolios, mutual funds, ETFs, and select alternative and structured products.

William Clements is a financial advisor at Parallel Advisors, LLC in San Francisco, CA, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Parallel Advisors since 2013. 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, and incorporates technology platforms for tax-efficient portfolio management.

Sean Hanson is a CFP® professional with 17 years of experience in financial services. He currently works at Empirical Wealth Management and previously held roles at NorthRock Partners and Ameriprise Financial Services, Inc. in San Francisco, CA. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and investors in private pooled vehicles. The firm employs a diversified investment approach grounded in Modern Portfolio Theory, offering discretionary and non-discretionary management along with affiliated real estate, insurance, and estate-planning services.

Benjamin Holtz is a financial advisor with McAdam LLC in Oakland, CA, holding a Series 65 designation and five years of industry experience. He has been with McAdam LLC since 2021 and previously worked at the University of California Berkeley. McAdam advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, using discretionary portfolio management with a range of investment vehicles and specialized exposures, alongside innovative offerings such as a tiered subscription planning product and the monitored use of artificial intelligence in advisory services.