Eryk Lewandowski is a financial advisor at Virtue Capital Management, LLC with a Series 65 credential and one year of industry experience. His work history includes roles at Virtue Capital Management and Strategic Financial, alongside involvement with Sonoma State University and SCE Distribution LLC. Virtue Capital Management, LLC is an SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified/ERISA plans. The firm combines active tactical, strategic, and dynamic investment strategies with quantitative analysis and third-party manager selection to tailor portfolios to clients’ objectives and risk tolerances.

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. in Novato, CA, holding a Series 66 credential and eight years of industry experience. He has worked at several firms including Miracle Mile Advisors, LLC and Karp Capital Management Corporation. Outside of financial advising, he is involved in a sales management role at Visual Display Specialists, a CCTV monitor distribution company. Compound Planning serves individuals, families, businesses, and retirement plans by offering discretionary portfolio management, financial planning, institutional plan advisory, and a turnkey asset management program for financial intermediaries. The firm emphasizes customized, risk-based model allocations and employs a range of strategies including tax-aware direct indexing and options, supported by technology partnerships and third-party sub-advisors.

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 at Financial Gravity Family Office Services, LLC with 24 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at multiple firms, including Paulson Investment Advisors LLC and Broxton Capital Advisors. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of investment strategies using fundamental, technical, and cyclical analysis across a broad range of securities, often utilizing third-party sub-advisors and model portfolios.

Leslie Miller is a financial advisor at Integrated Advisors Network LLC with 19 years of industry experience. She holds Series 65 and Series 63 licenses and has been associated with Miller Pacific Financial Advisors and Integrated Advisors Network since 2016. Miller serves on the Investment Committee for the Girl Scouts of Northern California. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a mix of fundamental and quantitative analysis and employs both discretionary and non-discretionary portfolio management, including the use of third-party sub-advisers and a risk-profile framework.

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.

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.

Nicholas Larry is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and Transamerica Financial Advisors, Inc. Outside of advising, he has been involved with entrepreneurial ventures, including roles at Lucky Devil Brewery and One Hundred Consulting LLC. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

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 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. He serves on the board of directors for Oak Hill School, a nonprofit school for autism, and is a fractional owner of a restaurant called Parlor Bar. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients' goals and risk tolerance, offering portfolio management, third-party manager oversight, and various consulting services.

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.

Todd Mc Farland is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Personal Capital Advisors for 10 years before joining Empower Advisory Group and subsequently Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services, LLC is an enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

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.

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.