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.

Ronald Murphy is a ChFC® with 55 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2003. He also has a long tenure with LFA Holdings, Inc. dba Larkspur Financial Advisors dating back to 1981. Outside of his advisory roles, Murphy serves on the board of directors for SFA Holdings, Inc. and holds officer positions in a homeowner association and an insurance agency. The Strategic Financial Alliance provides advisory services to individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers portfolio management, third-party manager selection and referral, financial planning, seminars, and a subscription-based wealth planning service, utilizing both in-house management and third-party arrangements.

Charles Woodward is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 designations and possessing 45 years of industry experience. His career includes roles at UBS Financial Services, Wells Fargo Advisors LLC, and San Francisco Sentry Investment Group. Outside of his advisory work, he serves on the boards of the San Francisco Maritime National Park Association and the Olympic Club Foundation. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a combination of fundamental and quantitative analysis within a risk-profile framework and frequently utilizes third-party sub-advisers and managed account solutions to implement client portfolios.

William Henn is a CFP®-designated financial advisor with 26 years of industry experience. He has been with The Strategic Financial Alliance, Inc. since 2003. Outside of his advisory role, he is also a licensed life insurance agent through Dempsey Services Insurance Agency. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm employs both in-house portfolio management and third-party manager platforms, serving a broad client base including high-net-worth individuals.

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. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Compound Planning, he worked at Miracle Mile Advisors, Karp Capital Management, Boyd Wealth Management, and other firms. Outside of his advisory role, he is a sales manager at Visual Display Specialists, a CCTV monitor distribution and sales firm. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations and combines long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Marc Orourke is a financial advisor with Financial Gravity Family Office Services, LLC in Novato, CA. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior experience includes roles at firms such as Paulson Investment Advisors LLC and Freedom Investment Management, Inc. Financial Gravity Family Office Services, LLC provides comprehensive financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios and often employs third-party sub-advisors and model portfolios while maintaining client oversight.

Leslie Miller is a financial advisor with Integrated Advisors Network LLC in Larkspur, CA, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Miller Pacific Financial Advisors since 2016 and previously held positions at Morgan Stanley and Financial Connections Group, Inc. Miller serves on the Investment Committee of the Girl Scouts of Northern California. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and utilizes both proprietary and third-party managed account solutions to implement client investment plans.

Cameron Hackett is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. He has held prior roles at Claraphi Advisory Network, LLC, and B. Riley Wealth Advisors, Inc. Since 2017, Mr. Hackett has been a licensed insurance agent. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations combining long-term buy-and-hold strategies with tactical tools and offers both direct investment management and a turnkey asset management program.

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 licenses and has worked at firms including LPL Financial and Transamerica Financial Advisors. Outside of financial services, he has been involved with 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, with investment advice and model portfolios 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 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.

Marc Miller is a financial advisor at Wedbush Securities Inc. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Western International Securities, Inc. and GBS Financial Corp. Outside of his advisory role, he serves as CEO and CFO of Marin Executive Suites Inc. and is a finance officer for the Civil Air Patrol, a nonprofit organization involved in emergency services and disaster relief. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a wide range of services including wealth management, fixed income, commodities, and portfolio management tailored to client objectives and risk profiles.

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.

Nicole Griffiths is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at Fidelity Brokerage Services LLC and Abd Retirement Services, Inc., alongside her tenure at Commonwealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services, while managing over $212 billion in client assets.

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.