Andrew Zittell is a ChFC®-designated financial advisor with 37 years of industry experience, currently affiliated with The Wealth Consulting Group. His prior experience includes roles at Strategic Wealth Advisors Group, Yerba Buena Wealth Advisors, and LPL Financial. He provides investment advisory services through The Wealth Consulting Group and its affiliated entities. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual and corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, employing a blend of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies.

Marisa Anh Browne is a financial advisor at Abacus Wealth Partners with three years of industry experience. She holds a Series 65 designation and has worked previously at Carbon Collective Investing and Sonic Labs. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, charitable organizations, and business entities. The firm employs a passive, asset-class approach with ESG screening options and also manages private funds for qualified clients.

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.

John Healy is a financial advisor at Destination Wealth Management in Walnut Creek, CA, with 24 years of industry experience. He holds a Series 66 designation and previously worked with LPL Enterprise, LLC and Bank of the West. Destination Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities, offering discretionary investment management and financial planning. The firm employs a diversified asset allocation approach using model portfolios that include equities, fixed income, ETFs, alternative investments, and where appropriate, options and sub-advisers.

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.

Sabrina Lee is a CFP® professional with 13 years of industry experience, currently serving at Facet since 2019. She previously worked at Grove and Private Ocean, accumulating a total of six years before joining Facet. Lee serves on the board of a nonprofit organization called Thriving Foundation and has engaged in small-scale art sales. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm utilizes a holistic Total Financial Life Resources framework alongside discretionary asset-allocation programs primarily using ETFs, emphasizing fixed subscription fees over percentage-based investment charges.

Jared Nelson is a financial advisor at Earned Wealth Advisors, LLC in Walnut Creek, CA, holding a PFS™ designation and a Series 65 license with 17 years of industry experience. His prior work includes roles at Thomas Doll CPA's, P.C. and Td Payroll, Inc. He currently maintains a long-term association with Thomas Doll CPA's, P.C., a firm involved in accounting services. 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, utilizing independent investment managers and a structured investment process that emphasizes diversification and a buy-and-hold approach.

Craig Gentry is a financial advisor at Destination Wealth Management with nine years of industry experience. He holds a Series 65 designation and has been with Destination Wealth Management since 2004. 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 employs a core-and-tactical allocation framework informed by fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Mary Avella is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Golden State Equity Partners, Kestra Advisory Services, Kestra Investment Services, Bank of America, and Merrill Lynch. She also provides consulting services through Financial Advisors Research. Ascentis Independent Advisors offers investment advisory services to individuals, trusts, retirement plans, and businesses, providing tailored portfolio management and financial planning. The firm employs asset allocation, fundamental and technical analysis, and utilizes sub-advisory arrangements and a Private Direct Investments program to manage client assets.

Todd Rouleau is a CFP®, CFA®, and holds a Series 63 license with 24 years of industry experience. He has worked at Thomas Doll from 2016 to 2025 and joined Earned Wealth Advisors, LLC in 2025. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm offers comprehensive financial planning, discretionary wealth management, and retirement plan consulting, employing third-party investment managers and advanced tools such as Monte Carlo analysis and tax-loss harvesting.

Ingrid Yeh is a Series 65-licensed financial advisor with three years of industry experience, currently practicing at Destination Wealth Management in Walnut Creek, CA. Her prior roles include positions at Mariner Wealth Advisors and Kestra Advisory Services. Destination Wealth Management serves a diverse clientele including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach that integrates equities, fixed income, ETFs, alternative investments, and options, with a focus on ongoing committee oversight and due diligence for alternative offerings.

John Dwyer is a financial advisor with Belpointe Asset Management LLC in Walnut Creek, CA, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. His prior work includes roles at Lynx Capital, Fairway Financial, Stonecastle, and Integro. Outside of his advisory role, he is involved in commercial and personal insurance brokerage through Diablo Valley Insurance. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, employing customized portfolios and a range of advisory relationships.

Jason Russell is a Series 66-licensed financial advisor with six years of industry experience. He currently works at Kingswood Wealth Advisors, LLC and Kingswood Capital Partner since 2025. His prior experience includes roles at Fremont Bank, LPL Financial, and Edward Jones. Outside of his advisory work, he has provided occasional non-investment related consulting for Real Time Cloud Solutions and AceFone. Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension and ERISA-qualified plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to client goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with third-party manager oversight.

Shawn Stifle is a financial advisor at Earned Wealth Advisors, LLC with one year of experience in the industry. He has worked at Thomas Doll CPAs PC since 1995, where he serves as a CPA focusing on tax preparation. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with particular emphasis 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.

Denise Mitchell is a financial advisor at Earned Wealth Advisors, LLC with one year of experience in the industry. She has worked as a Tax Manager at Thomas Doll CPAs since 1995, focusing on tax preparation. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a particular focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing diversified asset allocation informed by third-party consultants and an internal committee.

Audrey Grubman is a CFP® with 29 years of industry experience. She has been with NorthRock Partners, LLC since 2025 and previously worked at Parkside Advisors LLC and Grubman Wealth Management. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and the use of both public and private market strategies.

Andrew Wachner is a financial advisor with RBC Securities, Inc. in Concord, CA, holding a Series 66 designation and 13 years of industry experience. He has been with City National Securities, Inc. since 2014. Outside of his advisory role, Wachner serves as a board member for the Gehringer Park Recreation Club in his community. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm utilizes an affiliated sub-advisor for portfolio management and integrates a broad range of financial services through its affiliation with a bank parent and related entities.

Sabina Pan is a financial advisor at Financial Gravity Family Office Services, LLC with three years of industry experience. She holds a Series 65 credential and has worked previously at Avantax Advisory Services and New Home Professional. Outside of her advisory role, she serves as CEO of Bay CPA Plus, a public accounting and tax practice where she manages client services and operations. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, and pension consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a multi-disciplinary investment approach using fundamental, technical, and cyclical analysis and often works with third-party sub-advisors and model portfolios.

John Pogue is a financial advisor with KCM Investment Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with KCM Investment Advisors since 2003. KCM Investment Advisors serves high-net-worth individuals, retirees, and institutional clients including pension plans, foundations, and endowments, offering discretionary portfolio management and integrated financial planning. The firm provides customized portfolio solutions combining equities, ETFs, and investment-grade fixed income, with a focus on tailored asset allocation, rebalancing, and a mix of long-term and trading strategies supported by fundamental and quantitative analysis.