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.

Miguel Delgado is a CFP® with 11 years of industry experience and is currently with Legacy Wealth Management, LLC. His prior roles include positions at Lion Street Advisors, Ameritas Life Insurance Corp, and David White & Associates. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored strategies, continuous account monitoring, and access to a broad range of investment options through a multi-team platform.

Dylan Sage is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Baldwin Wealth Partners, LLC for 18 years. Outside of his advisory role, he serves on the investment committee of Neighborhood House, a nonprofit organization, and sits on the board of directors for Sage Minerals Inc., a family-held company in the process of winding down. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that combine passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

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.

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.

Shane Larson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Composition Wealth, LLC. His prior experience includes roles at Main Street Research LLC, Raymond James Financial Services Advisors, Mainspring Wealth Advisors/Cox Financial, and several other firms dating back to 2016. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a primarily long-term investment approach using low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets.

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.

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.

Jason Russell is a Series 66-registered financial advisor with Kingswood Wealth Advisors, LLC, based in El Cerrito, CA. He has seven years of industry experience, including prior roles at Fremont Bank, LPL Financial, Edward Jones, and as a principal of JVJ Property Solutions LLC. Outside of advising, he maintains involvement in technology-related work with Real Time Cloud Solutions and AceFone. Kingswood Wealth Advisors serves a diverse client base ranging from individual investors to institutional clients, offering customized portfolio management, financial planning, and ERISA plan advisory services. The firm operates an open-architecture platform and integrates insurance-linked account management alongside its broader investment and consulting capabilities.

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.

Andrew Czajkowski is a financial advisor at NorthRock Partners, LLC in San Rafael, CA, with seven years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, LLC, 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 tailored, holistic investment approach that includes broad asset allocation, diversification, and use of Independent Managers, integrating private market allocations and AI-supported tools for tax-aware investing and risk assessment.