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 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.

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 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.

Guy Benstead is a financial advisor at KCM Investment Advisors with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Shelton Capital Management, IMST Distributors, and Cedar Ridge Partners. He is also the managing member of Cedar Ridge GP, LLC, a private investment partnership. KCM Investment Advisors serves a diverse client base, including high-net-worth individuals, retirees, and institutional clients such as corporate pensions and endowments. The firm offers discretionary portfolio management and integrated financial planning, using customized allocations with fundamental, quantitative, and macro/cyclical analysis to align investments with client risk profiles.

Michelle Durgy is a financial advisor with KCM Investment Advisors, holding Series 63, 65, and 66 licenses and having 11 years of industry experience. She has worked at KCM since 2017 and previously has experience at City/County San Francisco and Fieldman, Rolapp Financial Services, LLC. KCM Investment Advisors serves individual and institutional clients, including high-net-worth individuals, retirees, corporate pensions, foundations, and endowments, providing discretionary portfolio management and integrated financial planning. The firm manages approximately $6 billion in discretionary assets for about 1,500 clients, using a combination of fundamental, quantitative, and macro/cyclical analysis to guide customized equity, ETF, and bond allocations.

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.

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.

Sabina Pan is a Series 65-licensed advisor with Financial Gravity Family Office Services, LLC and has four years of industry experience. Prior to joining Financial Gravity in 2024, she worked at Avantax Advisory Services and New Home Professional. She is also the CEO of Bay CPA Plus, a public accounting and tax practice, a role she has held since 2016. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment supervisory, and pension consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and frequently incorporates third-party sub-advisors and model portfolios.

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.

Steven Melen is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 63 and Series 66 designations. He has 32 years of industry experience, including prior roles at Morgan Stanley and LPL Financial. In addition to his advisory work, Mr. Melen manages a landscaping company, Peony Consulting LLC, where he helps coordinate projects and assists with private residential gardens. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm employs a combination of discretionary and non-discretionary portfolio management, utilizing model portfolios, sub-advisors, and various analytical techniques, supported by advanced technology platforms.

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.

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.