Reid Miles is a CFP® and holds a Series 66 license with four years of industry experience. He is currently an advisor at United Capital Financial Advisors and has prior experience at firms including Goldman Sachs, Northwestern Mutual Investment Services, and Dodge and Cox. Before entering financial services, he worked at American Airlines and also spent time teaching at Sir Francis Drake High School. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm’s platform supports customized investment solutions and offers a broad affiliate network with related legal, trust, and lending services.

Benjamin Musson is a financial advisor at Destination Wealth Management in Walnut Creek, CA, holding a Series 66 designation with 18 years of industry experience. He has been with Destination Wealth Management since 2012. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a core-and-tactical allocation framework informed by thematic research and macroeconomic analysis and manages over $4.1 billion in discretionary assets.

Steven Quinly is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 credentials and over 46 years of industry experience. His prior work includes roles at Bank of America and Merrill. He also serves on the Contra Costa County Treasurer Oversight Committee. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm focuses on personalized advice and employs diversified asset allocation strategies across various investment types, including mutual funds, ETFs, equities, fixed income, and alternatives.

Dilnoor Kaur is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. She concurrently serves as a senior tax accountant at Chahal & Associates LLC, an accounting firm where she 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 combines financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers, model portfolios, and a third-party consultant to guide diversified, buy-and-hold investment strategies.

Byron Valles is a CFP® with eight years of experience in the financial industry, currently serving at Mission Wealth Management, LP. His previous roles include positions at LPL Financial, First Republic Investment Management, and Fidelity Brokerage Services. Outside of his advisory work, he is a business owner of Rimova Real Estate. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families. The firm employs customized, long-term investment strategies across a broad range of asset classes and offers services including financial planning, investment implementation, and consulting.

Joanna Aiken is a financial advisor at Choreo, LLC with 29 years of industry experience. She previously worked at Enso Wealth Management and Edward Jones. Outside of her advisory role, she serves as CFO of JCBC Enterprises LLC, which provides educational enrichment programs for children. Choreo serves individual and high-net-worth investors, family offices, and institutional clients with services including portfolio management, financial planning, and outsourced CIO solutions. The firm combines strategic asset allocation with quantitative screening and utilizes diverse investment vehicles to implement client portfolios.

Kenneth Quiat is a financial advisor at Belpointe Asset Management LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Belpointe since 2017. Prior to that, he was with Foresters Equity Services, Inc. and has been involved with AD Banker LLC since 2012, where he also serves as a licensed educator. Belpointe 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 with a range of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerances.

John Neeley is a financial advisor with Destination Wealth Management in Walnut Creek, CA. He holds the CFP® and ChFC® designations and has eight years of industry experience. His prior work history includes roles at Nationwide Securities LLC, Securities America Advisors, and Cambridge Investment Research Advisors, Inc. Destination Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary investment management and financial planning, coordinating estate-planning and tax services through third-party partners, and employs a diversified investment approach using model portfolios that include equities, fixed income, ETFs, alternative investments, and options as appropriate.

Amir Barar is a financial advisor at Concurrent Investment Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, LPL Financial, Merrill, and Morgan Stanley. Barar is also a licensed real estate agent and serves as CEO of a support company that partly owns Laurus Financial Group, a DBA of Concurrent Investment Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios, financial planning, and retirement advisory services, supported by a network of approximately 286 advisors.

Justin Amit is a CFA® charterholder with 10 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc., Capital Planning Advisors LLC, Bedell Frazier Investment Counselling, LLC, Charles Schwab & Co., Inc., Bank of America, N.A., and Merrill. Outside of his advisory work, he officiates baseball and football games in Phoenix, AZ. BlueSpring Wealth Management is a multi-team firm serving a diverse client base. The firm emphasizes customized investment strategies and offers a range of financial planning, retirement consulting, and investment management services.

Christopher Eagles Smith is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Destination Wealth Management since 2015. Prior to his financial advisory career, he was involved with West America Tae Kwon Do for 11 years. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a core-and-tactical allocation framework based on thematic and macroeconomic research and manages over $4.1 billion in discretionary assets.

Sarah Hamilton is a CFP® certificant with 20 years of industry experience. She is currently with Mission Wealth Management, LP and previously worked at Hamilton Walker Advisers LLC and Fidelity Investments. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent individuals and families, as well as entities such as pension plans and endowments. The firm employs customized, long-term investment strategies using a variety of investment vehicles and offers services including fiduciary retirement plan consulting and cross-border planning.

Leslie Miller is a financial advisor at Integrated Advisors Network LLC with 19 years of industry experience. She holds Series 65 and Series 63 licenses and has been associated with Miller Pacific Financial Advisors and Integrated Advisors Network since 2016. Miller serves on the Investment Committee for the Girl Scouts of Northern California. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a mix of fundamental and quantitative analysis and employs both discretionary and non-discretionary portfolio management, including the use of third-party sub-advisers and a risk-profile framework.

Evelyn Zuk is a CFP® with one year of industry experience, currently serving as a financial advisor at Destination Wealth Management. Her prior roles include positions at Lincoln Financial Advisors Corporation, Northwestern Mutual Wealth Management Company, and FYNANC. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, and various institutional entities. The firm employs a core-and-tactical allocation framework informed by fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Eric Shulenberger is a Series 65-licensed financial advisor at Concentric with 18 years of prior experience at Veritable, LP and concurrent experience at Pathstone. He has worked in the industry for 11 years and is currently based in Walnut Creek, CA. Concentric provides discretionary sub-advisory portfolio management and model portfolio construction primarily to other registered investment advisers and financial institutions. The firm combines quantitative portfolio-optimization software and multi-factor risk models with qualitative oversight to customize portfolios, and offers specialized strategies including tax-aware and customizable mandates.

Catherine Pinkas is a financial advisor at Simplicity Wealth with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LifePro Asset Management, FSC Securities Corporation, and The Leaders Group Inc. In addition to her advisory work, she serves as a part-time instructor at the University of California Berkeley and Chabot College. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering advisory services, a managed account platform, and technology solutions for other advisers.

Cameron Hackett is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. He has worked at Atomi Financial Group dba Compound Planning since 2022 and previously spent six years at Claraphi Advisory Network, LLC. Mr. Hackett holds a Series 66 designation and is a licensed insurance agent. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm employs a customized, risk-based investment approach utilizing fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies supported by third-party sub-advisors and technology partnerships.

Jessica Lambruschini Coy is a financial advisor at Destination Wealth Management with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Destination Wealth Management since 2015. Destination Wealth Management provides discretionary investment management and financial planning services to a range of clients including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a core-and-tactical allocation investment approach informed by thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Linda Xia is a financial advisor at Destination Wealth Management with eight years of industry experience. She holds a Series 65 designation and has been with the firm since 2023, following 14 years at Destinational Wealth Management. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes a core-and-tactical allocation investment approach informed by thematic fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Karla Mcavoy is a CFP® with 14 years of experience in financial advising. She has worked at The Mather Group, LLC since 2022 and previously spent seven years at HC Financial Advisors Inc. There are no additional outside activities noted. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and offers customized portfolio options including ESG factor portfolios and direct indexing.