Noah Jacobson is a CFP® with 18 years of industry experience and is currently with Choreo, LLC. His prior roles include positions at Enso Wealth Management and his own firms, Jacobson & Breen Wealth Management, LLC and Noah Jacobson Inc. He serves as an investment committee member and board member for the Santa Rosa Junior College Foundation and Friends of the Petaluma Campus Trust. Choreo, LLC serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm employs a strategic asset allocation approach combined with quantitative screening and due diligence, implementing portfolios through a variety of account types and specialized advisory services.

Sean Harrell is a financial advisor with Choreo, LLC in Petaluma, CA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Enso Wealth Management and Morgan Stanley Private Bank. Outside of advisory services, he is also an insurance agent with Highland Capital Brokerage. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation approach combined with quantitative screening and due diligence to manage portfolios through various vehicles such as separately managed accounts and private funds.

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 Series 66-registered financial advisor with five years of industry experience. He is currently with United Capital Financial Advisors, where he has worked for three years. His prior experience includes roles at Goldman Sachs, Northwestern Mutual Investment Services, David Cochrane, American Airlines, Sir Francis Drake High School, and Dodge and Cox. United Capital Financial Advisors offers national financial planning and discretionary investment management services to a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm supports customized investment solutions and operates FinLife Partners, a platform that provides technology and practice support to independent advisors.

Mark Patzer is a financial advisor at Compound Planning, Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Miracle Mile Advisors, Karp Capital Management Corporation, and Boyd Wealth Management. Outside of finance, Patzer is involved with Visual Display Specialists, a CCTV monitor distribution and sales firm, where he serves as Sales Manager. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process and integrates a range of strategies and technology partnerships to support portfolio oversight.

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 Series 63 and Series 66 licenses and has worked at several firms, including Paulson Investment Advisors LLC and Freedom Investment Management, Inc. since 2023. Financial Gravity Family Office Services, LLC delivers 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 range of strategies using fundamental, technical, and cyclical analysis and frequently utilizes third-party sub-advisors and model portfolios while maintaining ongoing client oversight.

Christopher Mc Caffrey is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank spanning over 17 years. Mc Caffrey serves as a committee member at Saint Vincent DePaul Parish and holds advisory roles with local organizations including St. Vincents Elementary School and the Sonoma County Trailblazers horseback group. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may incorporate third-party managers or wrap programs.

Leslie Miller is a financial advisor with Integrated Advisors Network LLC and Miller Pacific Financial Advisors, holding Series 65 and Series 63 designations and bringing 19 years of industry experience. Miller previously worked at Morgan Stanley and the Financial Connections Group, Inc. She serves on the Investment Committee of the Girl Scouts of Northern California. Integrated Advisors Network is an SEC-registered multi-team investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a mix of fundamental and quantitative approaches and frequently incorporates third-party sub-advisers to implement client plans.

Cameron Hackett is a Series 66-licensed financial advisor with 11 years of industry experience. He currently works at Compound Planning, Inc., where he has been since 2022, and previously held positions at Claraphi Advisory Network, LLC and B. Riley Wealth Advisors, Inc. Hackett is also a licensed insurance agent and dedicates a small portion of his time to that activity. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries with portfolio management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process using a variety of strategies and integrates technology tools to support portfolio oversight.

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 The Strategic Financial Alliance, Inc., holding a Series 66 designation and 20 years of industry experience. He is also the owner of Sherpa Financial Advisors, where he provides financial advisement and planning services. Spieler has worked with Strategic Blueprint, LLC and Sherpa Financial Advisors alongside his role at The Strategic Financial Alliance. The Strategic Financial Alliance serves a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers customized investment strategies through programs like Strategic Choice, co-advisory relationships, and third-party manager referrals, utilizing a mix of asset allocation, model portfolios, mutual funds, ETFs, and select alternative and structured products.

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.

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.

Zhi Xiong Chua is a financial advisor at Wealthspire Advisors with Series 65 and Series 63 credentials. He has been with Wealthspire Advisors since 2026 and has 12 years of experience running Endgame Athletics LLC. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets for individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers services including wealth management, financial planning, retirement-plan consulting, and trustee services.

Anne Johnston is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. She previously worked at Brouwer & Janachowski LLC for eight years before joining Cerity Partners and its Retirement Plan Advisors division in 2022. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services, combining proprietary quantitative screening and asset allocation with access to alternative and private market solutions for qualified clients.

Cheryl Athas is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. She previously worked at Brouwer & Janachowski and Alarm Financial Services. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach that combines client-specific profiles, quantitative screening, and access to alternative and private market solutions.