Joyce Franklin is a CFP® with six years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. She previously led JLFranklin Wealth Planning for 25 years. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, tailoring portfolios to client needs using both internal and select third-party managers.

Timothy Mansell is a CFP® professional with 39 years of experience in the financial services industry. He currently serves with PFG Advisors and has previously worked at firms including SECURITIES AMERICA, Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services, Howe Barnes Capital Management, and Merrill. In addition to his advisory role, Mansell is licensed to sell various insurance products, including life insurance and annuities. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers with an emphasis on macro allocation and index-based ETFs, supported by multiple marketplace platforms and strategic industry partnerships.

Robert Schetty IV is a CFP® professional with four years of industry experience, currently affiliated with NorthRock Partners, LLC. His prior roles include positions at Castfirm Advisors LLC, Raymond James & Associates Inc., and JP Morgan Chase Bank. NorthRock Partners, LLC provides comprehensive wealth management and advisory services to a diverse client base, including high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing diversification, broad asset allocation, and ongoing oversight, often utilizing Independent Managers and integrating private market investments where appropriate.

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.

Huilian Zhang is a financial advisor at Symphony Financial, Ltd. Co. with one year of industry experience. Prior to joining Symphony Financial, Zhang worked for ten years at Juniper Networks and has also been involved with MKI Marketing. Symphony Financial provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach that incorporates fundamental and technical analysis and offers tailored portfolios with continuous monitoring.

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 credential and previously worked for Baldwin Wealth Partners, LLC for 18 years. Outside of advising, he serves on the investment committee for Neighborhood House and sits on the board of directors for Sage Minerals Inc., a family-held company in the process of winding down. Belpointe Asset Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, trusts, and other advisors. The firm manages approximately $7.6 billion in client assets and employs a combination of passive, active, tactical, and blended strategies to customize discretionary portfolios.

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.

Gabriel Garcia is a financial advisor with Compound Planning, Inc. in Oakland, CA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Morgan Stanley Smith Barney LLC, First Republic Investment Management, and Wells Fargo, among others. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process with a range of strategies, including direct indexing and alternative investments, supported by technology and automated portfolio monitoring.

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.

Elizabeth Cacanindin is a financial advisor at Coppell Advisory Solutions LLC with four years of industry experience. She has operated Elizabeth M. Cacanindin, Inc. since 2003, where she is also licensed as an insurance agent specializing in Accident & Health and Life insurance. Coppell Advisory Solutions LLC, doing business as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm employs an open-architecture investment platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to manage client portfolios.

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.

Nicholas Levinson is a CFP® with 24 years of experience in the financial services industry. He currently works at Apella Wealth and previously spent over two decades at Park Piedmont Advisors LLC. His career also includes time at Balis Lewittes & Coleman, Inc. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach with a range of strategies and tools, and it offers both discretionary and non-discretionary management along with financial planning and consulting services.

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.