Michael Garrigan is a financial advisor at Stonebridge Financial Group with eight years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa-Advisors. Outside of his advisory role, he is involved in real estate investment through ownership of multiple properties and co-ownership of an investment LLC. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, providing discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a combination of quantitative and qualitative investment strategies and manages approximately $896 million in discretionary assets.

Stephen Stanford is an investment advisor representative at The Putney Financial Group LLC with 37 years of industry experience. He previously worked at Portsmouth Financial Services Inc for 11 years and Arete Wealth Management for 3 years. Stanford holds Series 63 and Series 65 licenses. The Putney Financial Group LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm manages approximately $205 million in assets using a multi-faceted investment approach that emphasizes asset allocation across various instruments and delivers ongoing portfolio oversight with regular client reporting.

Echo Chien is a financial advisor with The Putney Financial Group LLC in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Putney Financial Group in 2024, Chien worked at Arete Wealth Management, Portsmouth Smartlife Financial Group, and Portsmouth Financial. Chien serves as Chief Compliance Officer for The Putney Financial Group's affiliated registered investment advisory firm. The Putney Financial Group LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm employs a multi-faceted investment approach emphasizing asset allocation across mutual funds, ETFs, fixed income, structured products, private placements, and options strategies.

William Dixon IV is a financial advisor at Choreo, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Allied Growth Ventures and Hamilton Zanze. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a systematic investment approach centered on strategic asset allocation and manager due diligence, offering a broad range of services from portfolio management to specialized advisory solutions such as 1031 exchanges and Deferred Sales Trusts™ consulting.

John Lundin is a financial advisor at KCM Investment Advisors with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KCM Investment Advisors since 2000. KCM Investment Advisors serves individual and institutional clients, including high-net-worth individuals and corporate pensions, providing discretionary portfolio management and integrated financial planning. The firm manages about $6.0 billion in discretionary assets using a customized, fundamental and quantitative investment approach.

Joyce Franklin is a CFP® and holds a Series 65 license, with six years of industry experience. She has been with Mission Wealth Management, LP since 2024 and previously operated JLFranklin Wealth Planning for 25 years. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent individuals, families, pension plans, endowments, and retirement plan sponsors. The firm offers tiered wealth management and financial planning services, emphasizing customized, long-term strategies using a broad range of investment options and third-party sub-advisors.

Miranda Pringle Dressler is a Series 65 licensed financial advisor with three years of industry experience, currently with Integrity Advisory Solutions. She also maintains a law practice specializing in estate planning at Mackay Dressler Law, APC, where she has been a partner since 2017. Dressler serves on the board of Village Network of Petaluma, a local nonprofit for seniors, and participates in the Petaluma Chamber of Commerce’s Women in Business Committee. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, using a variety of investment approaches and platforms to tailor portfolios to client needs.

Brian Frack is a CFP® with 12 years of industry experience, currently serving as a financial advisor at United Capital Financial Advisors since 2015. He holds the Series 66 designation and is based in Larkspur, CA. Outside of his advisory role, Frack serves as a trustee for the Deborah Robinson Third Party Special Needs Trust, acts as a minister performing occasional speaking engagements and ceremonies, and is the treasurer of the US Naval Academy Alumni Association. United Capital provides national financial planning and discretionary investment management for individual and high-net-worth households, retirement plans, and institutional clients. The firm offers a range of services including sub-advisory and consulting, supported by a technology platform that facilitates customized investment solutions and extensive affiliate networks.

Kevin Bartel is a financial advisor with The Strategic Financial Alliance, Inc. in Larkspur, CA, holding a Series 66 designation and 14 years of industry experience. He has worked with the firm since 2014 and is also the owner and sole proprietor of Larkspur Financial Advisors, Inc., a financial planning and asset management DBA. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting through both in-house management and third-party manager platforms. The firm serves a diverse client base including high-net-worth individuals and operates multiple portfolio programs with a focus on non-discretionary asset management.

Bridget Mackay is a Series 65-credentialed financial advisor with Integrity Advisory Solutions, bringing four years of industry experience. She has a legal background with nearly two decades as an attorney specializing in estate planning and elder law at the Mackay Dressler Law Firm and her own practice. Mackay also serves on the Senior Advisory Committee for the City of Petaluma, advising on quality of life issues for local seniors. Integrity Advisory Solutions supports a diverse client base including individuals, trusts, estates, and businesses through a network of about 100 independent advisors, managing approximately $1.1 billion in assets. The firm offers portfolio management, financial planning, retirement plan consulting, and employs both fundamental and technical investment analysis alongside multiple asset-allocation strategies.

Jason Seale III is a financial advisor with SeaCrest Wealth Management, LLC in Novato, California. He holds Series 63, 65, and 66 licenses and has 37 years of industry experience. He previously worked at American Wealth Management, Inc. from 2002 to 2021 before joining SeaCrest Wealth Management in 2021. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management with a customized, long-term approach that integrates fundamental and technical analysis and uses both internal and third-party artificial intelligence tools.

Steven Wight is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds the ChFC® and Series 63 designations and has 14 years of industry experience. In addition to his advisory role, he owns Grain Goods, a business creating handmade custom leather and wood goods. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals. The firm provides a broad range of advisory and brokerage services including investment management, retirement plan consulting, financial planning, and insurance advisory.

Krystalynn Schlegel is a financial advisor at ValMark Advisers, Inc. with 19 years of industry experience. She holds the ChFC® designation and has previously worked at The Leaders Group Inc and Sisu Insurance. Schlegel serves on the board of The Frederick Gunn School and Forum 400, a nonprofit organization supporting life insurance producers, and leads a monthly networking group with ProVisors. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Michael Thomas is a financial advisor at Advisor Resource Council with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Falcon Point Capital, LLC for 18 years. Thomas is also a partner, senior portfolio manager, and director of research at AIQ Asset Management, where he is involved in asset management services and portfolio strategy. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm employs AIQ model portfolios that integrate artificial intelligence with fundamental analysis, offering tiered strategies for various account sizes and bespoke options for high-wealth clients.

Russell Albright is a financial advisor at Sovran Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at multiple firms including RWA Wealth Partners, Polaris Wealth Advisory Group, and Bank of the West. He is also the owner of Russell Albright CTFA, LLC, an entity established for tax management and income purposes related to his wealth management business. Sovran Advisors serves individual, corporate, and retirement plan clients by providing financial planning, advisory services, and portfolio management through various program types. The firm utilizes a combination of active and passive investment strategies implemented via written investment policy statements and third-party managers, supported by technology-enabled rebalancing and administrative services.

Joseph Stern is a financial advisor at Choreo, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Choreo in 2023, he worked at Enso Wealth Management for five years and spent 26 years at Edward D. Jones & Co., L.P. Choreo serves a wide range of clients, including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation approach based on global market indices and uses quantitative screening and investment committee approval to manage portfolios through various vehicles such as separately managed accounts and private funds.

Charles Sommer is a financial advisor at United Capital Financial Advisors in Larkspur, CA, holding a Series 65 designation. He has worked in various roles including positions at Ardian and Montage International, and has been with United Capital Financial Advisors since 2025. Outside of finance, he has experience with organizations related to running, such as A Runner's Mind and Fleet Feet. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based preferences.

Guy Benstead is a financial advisor at KCM Investment Advisors with 31 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Shelton Capital Management, IMST Distributors, LLC, and Cedar Ridge Partners. He is also the managing member of Cedar Ridge GP, LLC, a private investment partnership. KCM Investment Advisors serves high-net-worth individuals, retirees, and institutional clients by providing discretionary portfolio management and integrated financial planning. The firm offers customized portfolio solutions that combine equities, exchange-traded funds, and investment-grade fixed income, utilizing fundamental and quantitative analysis to guide asset allocation and trading strategies.

Michelle Durgy is a financial advisor at KCM Investment Advisors with 11 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining KCM in 2017, she worked for City/County San Francisco and Fieldman, Rolapp Financial Services, LLC. KCM Investment Advisors serves a diverse client base including high-net-worth individuals, retirees, corporate pensions, foundations, and endowments. The firm offers discretionary portfolio management and integrated financial planning, using customized allocations and a combination of fundamental, quantitative, and macro/cyclical analysis.

Andrew Zittell is a ChFC® with 38 years of experience in the financial services industry. He is currently with The Wealth Consulting Group and has previously worked at LPL Financial, Yerba Buena Wealth Advisors, and Strategic Wealth Advisors Group. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers a range of services including discretionary portfolio management, financial planning, and access to third-party managers across multiple custodial platforms.