William Conn is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and over 40 years of industry experience. His prior experience includes roles at Raymond James & Associates and JPMorgan Chase Bank and J.P. Morgan Securities. He serves as managing director of W.J. Conn Capital Corp. and acts as successor trustee to a family trust. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm delivers customized, long-term portfolio management and financial planning through a national network of independent investment adviser representatives.

Nitu Kumar is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. He also serves as a senior tax preparer at Chahal & Associates LLC, an accounting firm where he has worked since 2015. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, employing a diversified, buy-and-hold investment approach informed by third-party consultants and an internal committee.

Quinton Mcdermott is a CFP®, ChFC®, and Series 65 registered advisor with eight years of industry experience. He currently works at Destination Wealth Management and previously held roles at Intellectus Partners, LLC, SPG Advisors LLC, and Penn Mutual Life Insurance Company. His background also includes experience with Stevens Pass Mountain Resort, LLC. Destination Wealth Management offers discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation-driven investment process combining fundamental research with thematic, longer-term perspectives and integrates alternative investment opportunities through a formal program with committee oversight.

Karena Schwenk is a financial advisor with Capital Analysts in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her work history includes roles at Lincoln Investment, Great American Advisors, Inc., and National Education Services. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisor representatives and firm-managed programs.

Malia Salas Russell is a CFP® and holds a Series 65 license, with six years of industry experience. She joined Destination Wealth Management in 2025 after spending six years at Mraz, Amerine & Associates, Inc. prior to that. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that integrates fundamental research with thematic, longer-term perspectives across various asset classes and offers alternative investment opportunities with committee oversight.

Xiuhua Xu is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Destination Wealth Management. Prior to joining Destination Wealth Management, Xu worked at Baker Avenue Asset Management LP and held roles at Bank of America and Merrill. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses an asset-allocation driven approach combining fundamental research with thematic, longer-term perspectives, and offers alternative investment opportunities subject to committee oversight.

Lindy Moss is a financial advisor at Concentric with a Series 65 credential and one year of industry experience. Her prior work includes roles at AdvisorAssist, Staples Inc., and Babson College. Concentric primarily serves other registered investment advisers and financial institutions as a sub-adviser and overlay manager, while also managing accounts for individual and high-net-worth clients. The firm uses a combination of quantitative and qualitative portfolio construction techniques and offers customized implementation tools such as tax-loss harvesting and ESG overlays.

David O'day is a financial advisor at Empirical Wealth Management in Walnut Creek, CA, holding Series 63 and Series 65 registrations with one year of industry experience. His prior roles include positions at Sageview Advisory Group and Morling Financial Advisors, along with experience at Live Oak Bank and Credit Suisse. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management, financial planning, tax preparation, and retirement-plan consulting. The firm’s investment approach employs Modern Portfolio Theory with diversified model portfolios across multiple asset classes and operates several affiliated businesses providing real estate, insurance, and legal services.

Stacy Chretien is a CFP® professional with 29 years of industry experience, currently serving at Destination Wealth Management since 2023. She previously worked at Capasso Planning Partners, Insight Wealth Strategies, and Charles Schwab, where she spent 25 years in various roles. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that integrates fundamental research and thematic perspectives across multiple asset classes, while also offering estate planning and tax services through strategic partnerships.

Yisha Wang is a CFP® professional at Empirical Wealth Management with eight years of industry experience. She has worked at firms including Mariner Wealth Advisors, Northwestern Mutual Wealth Management Company, and Wedbush Securities Inc. Outside of finance, Wang is a dance instructor at LDS Studio, where she leads classes focused on mobility and flexibility exercises. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans with a range of fee-based investment management and financial planning services. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and offers affiliated real estate, insurance, and estate-planning referral services.

David Harlow is a financial advisor at Earned Wealth Advisors, LLC in Walnut Creek, CA, holding the PFS™ designation and Series 65 license with 20 years of industry experience. He previously worked at Capital Performance Advisors LLP and is involved with TWD Payroll, Inc. and Thomas, Doll & Company, CPAs. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, employing a diversified, buy-and-hold investment approach informed by third-party consultants and an internal committee.

Sunita Pathak is a financial advisor at Earned Wealth Advisors, LLC with one year of experience in the industry. She has worked as a senior tax accountant at Chahal & Associates LLC since 2009. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm employs a diversified investment approach using independent managers and model portfolios, supported by financial planning techniques and discretionary management.

Gabriel Garcia is a financial advisor at Compound Planning, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney, First Republic Investment Management, and Wells Fargo Investments. 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 tailored to client goals, combining long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

Mark Foster Sr. is a financial advisor with Nwf Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Principal Securities Inc, Mbfs Inc, and Principal Life Insurance. Foster also operates Mark Foster Insurance Services, where he sells and services group health insurance. Nwf Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement consulting through an open-architecture, technology-driven platform.

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.

Michael Solari is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and two years of industry experience. He has worked with Encompass More since 2023 and concurrently with Appreciation Financial since 2020, where he is also a licensed life insurance agent involved in retirement and financial planning. Prior to his financial career, he spent nine years with Venge Vineyards. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, focusing exclusively on individual investors rather than corporate or charitable clients.

David Rairden is a CFP® professional with 27 years of experience in financial advisory services. He has worked at Destination Wealth Management since 2017 and previously held roles at USAA Financial Planning Services and Charles Schwab. Destination Wealth Management provides discretionary investment management and financial planning to a diverse client base including individuals, high-net-worth clients, and charitable organizations. The firm employs an asset-allocation-driven investment process that integrates fundamental research and thematic long-term perspectives, offering alternative investment opportunities with committee oversight and expanded estate-planning and tax services.

Meredith Rosen is a financial advisor at BlueSpring Wealth Management, LLC with 13 years of industry experience. She holds the Series 65 designation and has worked at firms including Kestra Financial Inc., Capital Planning Advisors, and Bedell Frazier Investment Counselling, LLC. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment process is overseen by an Investment Committee and emphasizes customized investment policies developed through its proprietary Sojourn™ application.

Noah Dalhamer is a financial advisor at Destination Wealth Management in Walnut Creek, CA, holding Series 63 and Series 65 designations with three years of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Destination Wealth Management provides discretionary investment management and financial planning to a diverse client base including individuals, high-net-worth clients, and institutions. The firm employs an asset-allocation driven investment process that integrates fundamental research with thematic, long-term perspectives and offers alternative investment opportunities under committee oversight.

Stacy Tredennick is a financial advisor with NWF Advisory Services Inc and holds a Series 66 designation. She has 23 years of industry experience, including prior roles at OSAIC and WHJR Associates. Outside of her advisory work, she assists in managing her mother’s trust and retirement accounts as a co-trustee and power of attorney. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm offers a range of discretionary and non-discretionary account programs through an open-architecture platform that incorporates advisor-managed portfolios, third-party model portfolios, and a mix of strategic and tactical investment approaches.