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.

Gregory Schick is a CFP® professional with over 21 years of experience in financial advising. He has been with Aspiriant, LLC since 2008. Based in San Francisco, he holds Series 63 and Series 65 licenses. Aspiriant primarily 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 alongside wealth planning, family office services, and specialized consulting, using a customized investment approach supported by internal research and a variety of implementation options.

Marisa Anh Browne is a financial advisor at Abacus Wealth Partners with three years of industry experience and holds a Series 65 designation. Her prior roles include positions at Carbon Collective Investing and Sonic Labs, as well as work in education and community agencies. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, families, pension plans, and charitable organizations. The firm employs an asset-class investing approach based on academic research, integrating ESG screening and private pooled vehicles into client portfolios while using no-load mutual funds, ETFs, and passive institutional funds.

Gary Sipos is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 65 credential and 17 years of industry experience. He has worked with multiple firms, including Donor Motivation San Francisco and Retirement Wealth Advisors. Outside of advisory roles, he founded College Cash Solutions, providing college financial planning and counseling services to families. Advisor Share Wealth Management serves individuals, high-net-worth clients, professional advisers, and retirement plans, offering portfolio management and financial planning. The firm utilizes third-party sub-advisers and model portfolios and provides a web-based platform to support independent advisers.

Jeremy Lehrer is a CFA® charterholder with 22 years of industry experience. He is currently with RWA Wealth Partners, where he has worked since 2025. Prior to joining RWA, Jeremy spent 15 years at Matthews International Capital Management and Foreside Funds Distributors. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans by providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and offers customized fixed income and cash management alongside internally managed strategies and tax preparation services.

Honna Li is a Certified Financial Planner® with 27 years of industry experience, currently serving as an advisor at KCM Investment Advisors since 2022. Prior to joining KCM, she worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2008 to 2021. Outside of her advisory role, she has involvement in real estate property management. KCM Investment Advisors serves high-net-worth individuals, retirees, and institutional clients by offering discretionary portfolio management and integrated financial planning. The firm employs customized portfolio solutions with a mix of equities, ETFs, and fixed income, utilizing fundamental and quantitative analysis to guide asset allocation and trading strategies.

Erika Navarrete is a CFP® with eight years of industry experience. She is currently with NorthRock Partners, LLC and has previous experience at Ameriprise Financial Services, Inc. and Wilsey Ham. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach focused on broad asset allocation, diversification, and integrates private market allocations alongside AI-supported tools for portfolio monitoring.

Jeffrey Abadie is a CFP® with 16 years of industry experience, currently with Sand Hill Global Advisors, LLC. He has been with Sand Hill Advisors since 2005. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, and business entities. The firm employs a globally oriented, open-architecture investment approach that combines top-down macro analysis with bottom-up research, managing approximately $3.88 billion in client assets.

Dwayne Shirakura is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Infinity Financial Services since 2011 and with its advisory affiliate since 2020. Outside of advising, he is also licensed as an insurance broker. Infinity Financial Services Advisory serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management, financial planning, pension consulting, and sponsors a wrap-fee program, employing a range of investment strategies informed by fundamental, quantitative, and technical analysis.

Sabrina Lee is a CFP® with 13 years of industry experience and is currently with Facet Wealth in San Rafael, CA. She previously worked at Grove and Private Ocean. Lee serves on the board of the nonprofit Thriving Foundation. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses model-based asset allocations with a technology-driven approach and a flat subscription fee model instead of percentage-based charges.

Roscoe Harris III is an advisor at Infinity Financial Services Advisory with Series 65 and Series 63 licenses and one year of industry experience. He previously worked at NYLIFE Securities LLC and New York Life and has experience with firms including Charles Schwab and freelance work. Infinity Financial Services Advisory is a multi-advisor firm serving individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting. The firm employs a multi-method investment approach incorporating both long- and short-term trading styles and uses a range of investment products including mutual funds, ETFs, options, and complex alternatives.

Brett Gookin is a financial advisor at Aspiriant, LLC in San Francisco, holding the CFP® designation and Series 66 license with 18 years of industry experience. He has been with Aspiriant since 2008. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with comprehensive wealth planning and family office services. The firm offers customized investment programs using a range of implementation options and is notable for its expanded family office capabilities and management of public mutual funds investing in private assets.

Jason Russell is a Series 66 licensed advisor with six years of industry experience. He is currently with Kingswood Wealth Advisors, LLC and Kingswood Capital Partner, having previously worked at Fremont Bank, LPL Financial, and Edward Jones. Outside of his advisory roles, he is involved in non-investment related work with Real Time Cloud Solutions and AceFone. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers customized portfolio management, financial planning, and consulting services, utilizing an open-architecture platform and integrating affiliated financial entities to support insurance-linked account management.

John Zamboanga is a financial advisor with Infinity Financial Services Advisory, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, TD Ameritrade, Morgan Stanley, and UBS Financial Services. He is also CEO of Tri-Valley Wealth Management, an independent insurance and securities business. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for over 600 clients. The firm serves individual and high-net-worth clients, employing a multi-method investment approach that incorporates various analytical techniques and complex investment products.

King Lip is a CFP®, CFA®, and holds a Series 63 license with 17 years of industry experience. He is currently with BakerAvenue in San Francisco, where he has worked since 2008. His prior experience includes roles at Veridi Capital, Llc and Simonbaker & Partners Llc. 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, estate and philanthropy planning, tax preparation, and concentrated stock management. The firm employs a multi-strategy investment process combining fundamental, quantitative, and technical analysis with tactical asset allocation.

Ramy Antar is a CFA® charterholder with 26 years of industry experience. He is affiliated with RBC Securities, Inc. and has previously worked at City National Securities, Inc., City National Rochdale, and Fisher Investments, Inc. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. Investment management is delegated to an affiliated sub-advisor, RBC Rochdale, which constructs and manages portfolios using mutual funds, ETFs, SMAs, and individual securities on a discretionary basis.

Christopher Gallo is a financial advisor at Hilltop Securities Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hilltop Securities since 2013. Hilltop Securities Inc. offers brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm manages approximately $2.25 billion in assets and provides a range of portfolio management programs and retirement-plan fiduciary services through an open-architecture platform.

Shih Hua Liu is a financial advisor at Arete Wealth Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked with Portsmouth Financial Services, Inc. and Woodbury Financial Services, Inc. Prior to joining Arete Wealth Advisors, he managed his own DBA, SWM Financial. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations and integrates affiliated financial businesses and product channels in its service offerings.

Audrey Grubman is a CFP® professional with 29 years of industry experience. She is currently with NorthRock Partners, LLC and previously worked at Parkside Advisors LLC and managed her own firm, Grubman Wealth Management. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach that integrates broad asset allocation, diversification, private market allocations, and the use of AI tools alongside human oversight.

Sabina Pan is a Series 65-licensed advisor with Financial Gravity Family Office Services, LLC and has four years of industry experience. Prior to joining Financial Gravity in 2024, she worked at Avantax Advisory Services and New Home Professional. She is also the CEO of Bay CPA Plus, a public accounting and tax practice, a role she has held since 2016. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment supervisory, and pension consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and frequently incorporates third-party sub-advisors and model portfolios.