Gary Sipos is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 65 credential and 17 years of industry experience. He has worked with multiple firms, including Donor Motivation San Francisco and Retirement Wealth Advisors. Outside of advisory roles, he founded College Cash Solutions, providing college financial planning and counseling services to families. Advisor Share Wealth Management serves individuals, high-net-worth clients, professional advisers, and retirement plans, offering portfolio management and financial planning. The firm utilizes third-party sub-advisers and model portfolios and provides a web-based platform to support independent advisers.

Jeremy Lehrer is a CFA® charterholder with 22 years of industry experience. He is currently with RWA Wealth Partners, where he has worked since 2025. Prior to joining RWA, Jeremy spent 15 years at Matthews International Capital Management and Foreside Funds Distributors. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans by providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and offers customized fixed income and cash management alongside internally managed strategies and tax preparation services.

Honna Li is a Certified Financial Planner® with 27 years of industry experience, currently serving as an advisor at KCM Investment Advisors since 2022. Prior to joining KCM, she worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2008 to 2021. Outside of her advisory role, she has involvement in real estate property management. KCM Investment Advisors serves high-net-worth individuals, retirees, and institutional clients by offering discretionary portfolio management and integrated financial planning. The firm employs customized portfolio solutions with a mix of equities, ETFs, and fixed income, utilizing fundamental and quantitative analysis to guide asset allocation and trading strategies.

Sabrina Lee is a CFP® with 13 years of industry experience and is currently with Facet Wealth in San Rafael, CA. She previously worked at Grove and Private Ocean. Lee serves on the board of the nonprofit Thriving Foundation. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses model-based asset allocations with a technology-driven approach and a flat subscription fee model instead of percentage-based charges.

Thomas Ray is a financial advisor with Vanderbilt Advisory Services and holds a Series 66 designation. He has 25 years of industry experience, including ten years at Financial West Group prior to joining Vanderbilt in 2017. Outside of his advisory role, he serves as co-trustee of a family trust, managing financial and legal affairs on behalf of the trust. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

John Pogue is a financial advisor with KCM Investment Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with KCM Investment Advisors since 2003. KCM Investment Advisors serves high-net-worth individuals, retirees, and institutional clients including pension plans, foundations, and endowments, offering discretionary portfolio management and integrated financial planning. The firm provides customized portfolio solutions combining equities, ETFs, and investment-grade fixed income, with a focus on tailored asset allocation, rebalancing, and a mix of long-term and trading strategies supported by fundamental and quantitative analysis.

Zachary Wagner is a financial advisor at Portfolio Medics, LLC with a Series 65 designation and one year of industry experience. He has been involved with several organizations, including Narrative Strategy, Weaver of 3, and Epic Impact, where he has held roles since 2016 and 2017. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers a range of portfolio management and consulting services, using diversified investment strategies that incorporate fundamental, technical, and cyclical analysis.

Andrew Czajkowski is a financial advisor at NorthRock Partners, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Infinity Financial Services, and Karp Capital Management Corporation. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a holistic investment approach focused on asset allocation, diversification, and periodic rebalancing, often utilizing Independent Managers and integrating private market allocations into client portfolios.

Raymond Randolph is a financial advisor at KCM Investment Advisors with 12 years of industry experience. He holds a Series 63 designation and has been with KCM Investment Advisors since 2005. 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 combining equities, ETFs, and investment-grade fixed income, utilizing fundamental and quantitative analysis to guide asset allocation and trading strategies.

Ronald Murphy is a ChFC® with 55 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2003. He also has a long tenure with LFA Holdings, Inc. dba Larkspur Financial Advisors dating back to 1981. Outside of his advisory roles, Murphy serves on the board of directors for SFA Holdings, Inc. and holds officer positions in a homeowner association and an insurance agency. The Strategic Financial Alliance provides advisory services to individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers portfolio management, third-party manager selection and referral, financial planning, seminars, and a subscription-based wealth planning service, utilizing both in-house management and third-party arrangements.

William Henn is a CFP®-designated financial advisor with 26 years of industry experience. He has been with The Strategic Financial Alliance, Inc. since 2003. Outside of his advisory role, he is also a licensed life insurance agent through Dempsey Services Insurance Agency. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm employs both in-house portfolio management and third-party manager platforms, serving a broad client base including high-net-worth individuals.

Noah Jacobson is a CFP® with 18 years of industry experience and is currently with Choreo, LLC. His prior roles include positions at Enso Wealth Management and his own firms, Jacobson & Breen Wealth Management, LLC and Noah Jacobson Inc. He serves as an investment committee member and board member for the Santa Rosa Junior College Foundation and Friends of the Petaluma Campus Trust. Choreo, LLC 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 strategic asset allocation approach combined with quantitative screening and due diligence, implementing portfolios through a variety of account types and specialized advisory services.

Sean Harrell is a financial advisor with Choreo, LLC in Petaluma, CA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Enso Wealth Management and Morgan Stanley Private Bank. Outside of advisory services, he is also an insurance agent with Highland Capital Brokerage. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation approach combined with quantitative screening and due diligence to manage portfolios through various vehicles such as separately managed accounts and private funds.

Donald Jesberg is a financial advisor with KCM Investment Advisors in Greenbrae, CA, holding Series 63 and Series 65 credentials and having nine years of industry experience. He has been with KCM Investment Advisors since 2006. Jesberg serves as CFO of EJ Interior Design and is a board member of The Belvedere Cove Foundation, which provides financial support to sailors. KCM Investment Advisors manages discretionary portfolios and financial planning for individual and institutional clients, including high-net-worth individuals and corporate pensions. The firm uses customized allocations in equities, ETFs, and bonds based on fundamental, quantitative, and macro/cyclical analysis and manages approximately $6.0 billion in assets for about 1,500 clients through a small advisory team and strategic outsourcing.

Reid Miles is a CFP® and holds a Series 66 license with four years of industry experience. He is currently an advisor at United Capital Financial Advisors and has prior experience at firms including Goldman Sachs, Northwestern Mutual Investment Services, and Dodge and Cox. Before entering financial services, he worked at American Airlines and also spent time teaching at Sir Francis Drake High School. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm’s platform supports customized investment solutions and offers a broad affiliate network with related legal, trust, and lending services.

Mark Patzer is a financial advisor with Compound Planning, Inc. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Compound Planning, he worked at Miracle Mile Advisors, Karp Capital Management, Boyd Wealth Management, and other firms. Outside of his advisory role, he is a sales manager at Visual Display Specialists, a CCTV monitor distribution and sales firm. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations and combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Andrea Ringlein is a financial advisor at Choreo, LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Enso Wealth and Lindamood-Bell Learning Services. Choreo provides investment and advisory services to a diverse client base that includes individual investors, family offices, endowments, foundations, retirement plans, charitable organizations, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.

Marc Orourke is a financial advisor with Financial Gravity Family Office Services, LLC in Novato, CA. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior experience includes roles at firms such as Paulson Investment Advisors LLC and Freedom Investment Management, Inc. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and often employs third-party sub-advisors and model portfolios while maintaining client oversight.

Leslie Miller is a financial advisor with Integrated Advisors Network LLC in Larkspur, CA, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Miller Pacific Financial Advisors since 2016 and previously held positions at Morgan Stanley and Financial Connections Group, Inc. Miller serves on the Investment Committee of the Girl Scouts of Northern California. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and utilizes both proprietary and third-party managed account solutions to implement client investment plans.

Charles Haynor is a CFA® charterholder with 32 years of experience in the financial industry. He has been with United Capital Financial Advisors since 2014. Outside of his advisory work, he serves as Treasurer and a member of the Board of Directors at the Rayner Foundation, a nonprofit organization. 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 offers discretionary portfolio management, access to third-party managers, and customized strategies with ongoing monitoring and reporting.