Martha Delgado is a CFA® charterholder and holds a Series 63 license, with two years of industry experience. She is currently an advisor at IP Financial Advisory Services LLC and Innovation Partners LLC, having previously worked at Paradigm Institutional Investors and Allspring Global Investments. Delgado serves on the investment committee for Marin Health’s operating and pension pools. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and managed account programs. The firm offers customized portfolio construction and monitoring, retirement-plan consulting, and access to third-party investment advisors, with an emphasis on non-high-net-worth individuals.

Michael Spieler is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 designation and 19 years of industry experience. He has been involved with Strategic Blueprint since 2021 and also owns Sherpa Financial Advisors, where he provides financial advisement and planning services. Spieler has worked at The Strategic Financial Alliance, Inc. since 2006. Strategic Blueprint, LLC is an enterprise firm based in Irvine, CA, with 52 advisors. The firm offers advisory services that integrate various financial planning and investment strategies.

Conrad Branson is a financial advisor at Kingswood Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Bank of America, Merrill, Morgan Stanley, and Citigroup. Outside of his advisory work, he serves on the board of directors for Oak Hill School, a nonprofit school for autism. Kingswood Wealth Advisors serves a range of retail and institutional clients, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform with a focus on tailored portfolio solutions and manages insurance-linked accounts alongside affiliated financial entities.

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.

Zhi Xiong Chua is a financial advisor at Wealthspire Advisors in San Rafael, CA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Wealthspire in 2026, he has been involved with Endgame Athletics LLC since 2014. Wealthspire Advisors LLC manages approximately $34.3 billion in assets and serves a diverse client base including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach and offers comprehensive wealth management and financial planning services.

Milena Price is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Abbrea Capital, LLC, Apperio, and Factset Research Systems. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Eric Aanes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including prior roles at LPL Financial, LLC and Titus Wealth Management. Outside of his advisory work, he is a business owner of Chaya M Cafe. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Justin Detray is a financial advisor at Wealthspire Advisors with 11 years of industry experience. He holds a Series 65 designation and previously worked at Private Ocean for 11 years before joining Wealthspire Advisors in 2024. Outside of his advisory role, he co-owns Skynet Futures LLC, which operates an automated trading system developed with his brother. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm offers customized wealth management and investment advisory services, emphasizing diversified, institutional-style asset allocation using a mix of mutual funds, ETFs, private funds, and separate account managers.

Joseph Murphy Jr. is a CFP®-credentialed financial advisor with 38 years of industry experience. He is currently with Money Concepts Capital Corp and has held roles at several related firms, including Financial Concepts of Scottsdale Mortgage Inc. and Avantax Advisory Services. Outside of his advisory work, he owns and operates businesses involved in mortgage brokerage, real estate brokerage, and tax preparation in both California and Arizona. Money Concepts Capital Corp is an enterprise firm with over 400 advisors managing approximately $3.33 billion across a diverse client base. The firm offers portfolio management, financial planning, and consulting services using a combination of model portfolios, third-party sub-advisers, and proprietary retirement strategies.

Nick Denucci is a CFP®-certified financial advisor at Creative Planning with 12 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and Charles Schwab Bank. Outside of financial advising, he owns a personal development and coaching business and works as a fitness coach. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated businesses including legal and trust services.

Amanda Gordon is a financial advisor at Cresset Asset Management, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services. Her background also includes roles outside finance, such as at 24 Hour Fitness and Nordstrom. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a wide range of clients, including individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware investment approach that incorporates strategic asset allocation, manager selection, and a mix of active and passive strategies across various asset classes.

Katherine Ryan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at LPL Financial and Titus Wealth Management. Outside of her advisory role, she performs notary public services for clients. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Bradley Dillon is a financial advisor with CWM, LLC in San Rafael, CA, holding Series 63 and Series 65 credentials and totaling 28 years of industry experience. His prior roles include positions at Cetera Advisor Networks and LPL Financial LLC. Outside of his advisory work, he serves on the board of Marin MOCA, a museum of contemporary art, where he votes on capital expenditures and program initiatives. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, institutions, and corporations through a network of over 600 advisors. The firm employs a discretionary, model portfolio approach overseen by an in-house Investment Committee and emphasizes retirement plan services, sub-advisory options, and comprehensive client reporting.

Charles Bowes is a CFP® and holds a Series 65 license, with 21 years of experience in the financial advisory industry. He has worked at Beacon Pointe Advisors, LLC since 2025 and spent 16 years at Waypoint Wealth Partners prior to that. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a manager-of-managers approach, allocating across independent managers selected through a formal due-diligence process, and offers a variety of services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

David Hudson is a CFP® and Series 65-licensed financial advisor with 14 years of industry experience. He currently works at Cerity Partners LLC and previously spent nine years at Abbrea Capital, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in assets under management. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Craig Mckinlay is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Schwab Wealth Advisory, Craig worked at Blackrock Investments, LLC for 10 years. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with client authorization required for trades.

Gregory Chidlaw is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Independent Financial Group since 2011 and operates Chidlaw Financial, a DBA used for marketing purposes, since 1998. Independent Financial Group, LLC serves a wide range of clients, including individuals, high-net-worth clients, trusts, and retirement plans, offering financial planning and portfolio management through various platforms. The firm employs both firm- and third-party models to develop client strategies, combining passive and active exposures across standard risk profiles.

Thomas Birch is a CFP® and ChFC® with 51 years of industry experience. He has worked at NewEdge Advisors since 2021 and has an extensive background including roles at NewEdge Securities and Mid Atlantic Financial Management, as well as operating his own advisory service for three decades. Outside of his advisory work, he also sells insurance products as a licensed agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and emphasizing due diligence, technology integration, and recent incorporation of artificial intelligence in its operations.

Megan Lathrop is a CFP® professional with nine years of industry experience. She is currently with Wealthspire Advisors and has previously operated her own financial practice, Finanseer, as well as worked with Vanto Group. Wealthspire Advisors oversees approximately $34.3 billion in assets and serves nearly 9,700 clients across various segments, including individuals, corporate plans, and nonprofits. The firm employs an institutional-style asset allocation approach using a diversified mix of investment vehicles, supported by centralized due diligence and ongoing client service enhancements.

Jason Zahorenko is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Equius Partners, Inc. for 16 years before joining Wealth Enhancement Group and Wealth Enhancement Advisory Services in 2023. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.