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.

Mark Richmond is a Certified Financial Planner (CFP®) with 37 years of industry experience. He has been with Advisor Resource Council since 2017 and has also worked at LPL Financial since 2004. Outside of financial advising, he is involved as a co-executive producer for a food and wine television show filmed in Napa Valley. Advisor Resource Council is an SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities with services including asset management, financial planning, and retirement plan consulting. The firm employs a combination of artificial intelligence tools and fundamental analysis to offer a range of model and separately managed account strategies, supplemented by third-party platforms to tailor investments to client needs.

Joyce Franklin is a CFP® with six years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. She previously led JLFranklin Wealth Planning for 25 years. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios to client needs using both internal and select third-party managers.

Miranda Pringle Dressler is a financial advisor at Integrity Advisory Solutions with three years of industry experience. She holds a Series 65 designation and previously worked at Clock Tower Wealth Management Inc. and has practiced law as a partner at Mackay Dressler Law, APC since 2017. Outside of her advisory and legal work, she serves as Chair of the Governance Committee on the board of the Village Network of Petaluma, a local nonprofit for seniors, and participates in the Petaluma Chamber of Commerce 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 plan consulting, and leverages third-party platforms to provide tailored investment solutions and integrated retirement plan advisory services.

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.

Huilian Zhang is a financial advisor at Symphony Financial, Ltd. Co. with one year of industry experience. Prior to joining Symphony Financial, Zhang worked for ten years at Juniper Networks and has also been involved with MKI Marketing. Symphony Financial provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach that incorporates fundamental and technical analysis and offers tailored portfolios with continuous monitoring.

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 financial advisor with Integrity Advisory Solutions in Petaluma, CA, holding a Series 65 designation and five years of industry experience. She previously practiced law for 19 years at her own firm, the Law Offices of Bridget Mackay, APC, specializing in estate planning and elder law. Mackay serves on the Senior Advisory Committee for the City of Petaluma, advising on quality-of-life issues for local seniors. Integrity Advisory Solutions is a multi-team firm with approximately 127 advisors managing around $1.1 billion in client assets. The firm serves individuals, trusts, estates, corporations, and other business clients by providing portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing various asset-allocation strategies and third-party platforms.

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.

Kent Kuhlmann is a financial advisor with Avior Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked previously at CWM, LLC, Kuhlmann Associates Financial, and LPL Financial, LLC. Outside of his advisory work, he owns Capt Kuhl Charters LLC, a yacht charter business, and is involved in community activities including serving as president of a Montessori school board and as a board member for an animal rescue sanctuary. Avior Wealth Management serves a diverse client base including high-net-worth individuals, pension plans, corporations, and trusts, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm’s investment strategy focuses on fundamental analysis and combines portfolio management with third-party separately managed accounts.

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 with Advisor Resource Council, holding Series 63 and 65 licenses and six years of industry experience. He previously worked at Falcon Point Capital, LLC for 18 years. Thomas serves as a partner, senior portfolio manager, and director of research at AIQ Asset Management, where he is involved in portfolio selection, strategy, and analysis. Advisor Resource Council is a multi-team SEC-registered adviser serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with fundamental analysis to offer a variety of model and separately managed account strategies, along with custom investment solutions tailored to client objectives.

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 with United Capital Financial Advisors in Larkspur, CA, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Ardian and A Runner's Mind, and he has experience in the retail and running industries. United Capital provides national financial planning and discretionary investment management to a broad range of clients, including individual households, high-net-worth clients, retirement plans, and institutional accounts. The firm offers customizable investment strategies and a technology platform, FinLife Partners, which supports independent advisors with sub-advisory and consulting services.

George Mccuen is a CFP® certificant with 29 years of industry experience. He is currently an advisor at The Mather Group, LLC, where he has worked since 2025. Prior to this, he spent six years at Nwm Fund Group, LLC and 28 years at Napa Wealth Management, Incorporated. Outside of financial advising, he is the owner and member of Bulldog Vineyards, a vineyard in Napa, California, where he collaborates with the vineyard manager and winemaker and hosts wine tastings. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm follows an evidence-based investment approach with customized portfolio options and incorporates AI tools under human oversight to support market research and client communications.

Joshua Ingram is a financial advisor at Advisor Resource Council with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Avantax Advisory Services. Ingram is involved in multiple registered investment advisory businesses affiliated with Advisor Resource Council and LPL Financial. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence tools with traditional fundamental analysis to offer a range of model and separately managed accounts, along with custom strategies and third-party platforms tailored to client needs.

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.

Marisa Anh Browne is a financial advisor at Abacus Wealth Partners with three years of industry experience and holds a Series 65 designation. Her prior roles include positions at Carbon Collective Investing and Sonic Labs, as well as work in education and community agencies. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, families, pension plans, and charitable organizations. The firm employs an asset-class investing approach based on academic research, integrating ESG screening and private pooled vehicles into client portfolios while using no-load mutual funds, ETFs, and passive institutional funds.