Guy Benstead is a financial advisor at KCM Investment Advisors with 31 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Shelton Capital Management, IMST Distributors, LLC, and Cedar Ridge Partners. He is also the managing member of Cedar Ridge GP, LLC, a private investment partnership. KCM Investment Advisors serves high-net-worth individuals, retirees, and institutional clients by providing discretionary portfolio management and integrated financial planning. The firm offers customized portfolio solutions that combine equities, exchange-traded funds, and investment-grade fixed income, utilizing fundamental and quantitative analysis to guide asset allocation and trading strategies.

Christopher Snyder is a financial advisor at The Mather Group, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for 16 years at Pillar Wealth Management, LLC. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and integrates technology such as AI and machine learning to support portfolio construction and client communications.

Ralph Studley is a financial advisor at Concentric with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including New York Life and Schroder Investment Management North America. Studley serves on the board of the Westfield State University Foundation, which supports the university through fundraising and community engagement. Concentric provides discretionary sub-advisory portfolio management and model portfolio construction primarily to other registered investment advisers and financial institutions, using quantitative portfolio-optimization software combined with qualitative oversight to tailor investment solutions. The firm is notable for delivering most services through sub-advisory relationships, focusing on servicing other RIAs rather than direct retail clients.

Deborah Mitchell is a CFP® and CFA® with 13 years of industry experience. She currently works at BlueSpring Wealth Management, LLC and previously spent 11 years at Bedell Frazier Investment Consulting before joining Kestra Financial, Inc. in 2026. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment process is guided by a proprietary application and an Investment Committee, offering customized portfolios that include mutual funds, ETFs, individual securities, derivatives, and independent managers.

Ryan Noxon is a CFP® and ChFC® with seven years of industry experience. He is currently an advisor at Destination Wealth Management, where he has worked since 2025. Prior to this, he spent seven years at Edward Jones and held roles at Health Plan of San Joaquin and The Permente Medical Group. 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, and businesses. The firm employs a core-and-tactical allocation investment approach informed by thematic and macroeconomic research, managing over $4.1 billion in discretionary assets.

Michelle Durgy is a financial advisor at KCM Investment Advisors with 11 years of industry experience. She has worked with KCM since 2017 and previously held a position with City/County San Francisco from 2010 to 2017. Durgy holds the Series 63, Series 65, and Series 66 licenses. KCM Investment Advisors serves individual and institutional clients, including high-net-worth individuals, retirees, corporate pensions, foundations, and endowments. The firm provides discretionary portfolio management and integrated financial planning, focusing on customized allocations to equities, ETFs, and individual bonds through a combination of fundamental, quantitative, and macro/cyclical analysis.

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.

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.

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.

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.

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 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.

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.