Peter Espiritu is a financial advisor at BakerAvenue with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for over two decades. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, offering portfolio management, financial planning, family office services, and specialized strategies across multiple asset classes.

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.

Matthew Sharp is a CFP® professional at Aspiriant, LLC with five years of industry experience. He has worked exclusively with Aspiriant since 2017, with a brief period of unemployment from 2015 to 2017. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients by providing discretionary and non-discretionary investment management alongside comprehensive wealth planning and family office services. The firm employs a customized investment approach incorporating asset allocation guided by internal research and offers an extended suite of financial services including accounting, banking support, tax and estate planning, and specialized consulting.

Dylan Sage is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Baldwin Wealth Partners, LLC for 18 years. Outside of his advisory role, he serves on the investment committee of Neighborhood House, a nonprofit organization, and sits on the board of directors for Sage Minerals Inc., a family-held company in the process of winding down. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that combine passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

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.

Erik Gholtoghian is a financial advisor at BakerAvenue with a Series 65 designation and three years of industry experience. His work history includes roles at Green Pebble Financial, Moskowitz LLP, Pruco Securities, LLC, Liberty Tax Service, and IHSS. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, employing a multi-strategy investment approach that includes portfolio management, financial planning, family office services, and estate and philanthropy planning.

Lani Kapur Rains is a CFP® professional with nine years of experience at Aspiriant, LLC, based in San Francisco, CA. She has been with Aspiriant since 2007, including seven years with its current iteration, Aspiriant LLC. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management along with comprehensive wealth planning and family office services, including accounting, banking support, tax and estate planning, and specialized consulting.

Michelle Eversman is a CFP® with six years of industry experience, currently serving at Aspiriant, LLC in San Francisco. She has been with Aspiriant in various roles since 2017 and previously worked at Deloitte Tax LLP. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional clients, providing investment management, wealth planning, family office, and specialty services. The firm builds customized investment programs using asset allocation informed by internal research and offers comprehensive wealth services including accounting, tax and estate planning, and specialized consulting.

Jason Seale III is a financial advisor at SeaCrest Wealth Management, LLC with 36 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining SeaCrest in 2021, he worked at American Wealth Management, Inc. from 2002 to 2021. SeaCrest Wealth Management is an SEC-registered multi-advisor firm that serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers comprehensive financial planning, investment management, and retirement-plan advisory services, employing a customized, long-term investment approach that combines fundamental and technical analysis and incorporates artificial-intelligence tools for decision support.

Gabriel Garcia is a financial advisor at Compound Planning, Inc. with 17 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and First Republic Investment Management. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting. The firm’s investment approach involves customized, risk-based model allocations using a combination of fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

David Liberio is a financial advisor at Infinity Financial Services Advisory in Oakland, CA, holding Series 65 and Series 66 licenses. He has experience working with several firms including Northwestern Mutual and Keller Williams. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm serves individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that incorporates various analytical techniques and complex products.

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.

Brian Kreischer is a financial advisor at Frank, Rimerman Advisors LLC with 23 years of industry experience. He holds a Series 65 credential and has been associated with the affiliated firm Frank, Rimerman & Co., LLP since 1991, where he is a certified public accountant and business services partner. Frank, Rimerman Advisors LLC provides financial planning, wealth management, and portfolio management services to high-net-worth individuals, qualified investors, trusts and estates, charitable organizations, and select limited liability companies. The firm employs a long-term, individualized investment approach with diversified portfolios and maintains a structure supported by its parent CPA firm.

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 at Advisor Resource Council with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Falcon Point Capital, LLC for 18 years. Thomas is also a partner, senior portfolio manager, and director of research at AIQ Asset Management, where he is involved in asset management services and portfolio strategy. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm employs AIQ model portfolios that integrate artificial intelligence with fundamental analysis, offering tiered strategies for various account sizes and bespoke options for high-wealth clients.

Michael Mckean is a financial advisor at Infinity Financial Services Advisory with 37 years of industry experience. He holds a Series 63 designation and has been with Infinity Financial Services Advisory since 2020, following four years at Infinity Financial Services. He is also the owner of NorCal Benefit Solutions, a health and life insurance business. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach including technical and fundamental analysis and strategies incorporating mutual funds, ETFs, options, and complex products.

Cheryl Keilman is a financial advisor at RBC Securities, Inc. with seven years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank and BMO Harris Private Bank. Outside of her advisory role, she is a landlord of a rental property in Chicago. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a bank parent, providing clients access to various asset allocation strategies and custodial services.

Lydia Walz is a CFP® professional with five years of industry experience. She has worked at Aspiriant, LLC since 2018 and previously spent two years at Principled Solutions. Lydia is based in San Francisco, CA. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management along with wealth planning, family office services, and specialized consulting, employing a customized investment approach that includes a range of asset allocation strategies and investment vehicles.

Anna Yu is a financial advisor at Certuity, LLC with five years of industry experience. She holds a Series 66 designation and previously worked at First Republic Securities Company, LLC for eight years before joining Certuity in 2023. Certuity manages approximately $3.30 billion and provides investment advisory, financial planning, family office, and investment consulting services to high- and ultra-high-net-worth clients, private foundations, endowments, and pooled investment vehicles. The firm employs a long-term, buy-and-hold investment approach that combines fundamental and quantitative analysis with an emphasis on asset allocation and diversification.