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.

Stacy Chretien is a CFP® certificant with 29 years of experience in financial advising. She is currently with Destination Wealth Management and has previously worked at Capasso Planning Partners, Insight Wealth Strategies, and Charles Schwab, where she spent over two decades. Destination Wealth Management serves 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 based on thematic research and macroeconomic analysis, managing discretionary portfolios that may include equities, fixed income, ETFs, options, and private securities.

Yisha Wang is a CFP® with eight years of industry experience, currently serving as a financial advisor at Empirical Wealth Management. Prior to joining Empirical in 2024, she worked at Mariner Wealth Advisors and Northwestern Mutual Wealth Management Company. Outside of finance, she is an instructor at LDS Studio, where she leads classes focused on mobility and flexibility exercises. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, and institutional investors. The firm employs a Modern Portfolio Theory-based approach with diversified portfolios, and offers a range of financial planning, investment management, and affiliated real estate, insurance, and legal services.

David Harlow is a financial advisor at Earned Wealth Advisors, LLC in Walnut Creek, CA, holding the PFS™ designation and Series 65 license with 20 years of industry experience. He previously worked at Capital Performance Advisors LLP and is involved with TWD Payroll, Inc. and Thomas, Doll & Company, CPAs. 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, employing a diversified, buy-and-hold investment approach informed by third-party consultants and an internal committee.

Sunita Pathak is a financial advisor at Earned Wealth Advisors, LLC with one year of experience in the industry. She has worked as a senior tax accountant at Chahal & Associates LLC since 2009. 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 employs a diversified investment approach using independent managers and model portfolios, supported by financial planning techniques and discretionary management.

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 has worked at firms including Morgan Stanley Smith Barney, First Republic Investment Management, and Wells Fargo Investments. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations tailored to client goals, combining long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

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.

Mark Foster Sr. is an investment advisor representative at NWF Advisory Services Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Principal Securities Inc. and MBFS Inc. Foster also owns and operates Mark Foster Insurance Services, which sells and services group health insurance. NWF Advisory Services manages approximately $6.4 billion in client assets, serving primarily individual and high-net-worth clients. The firm offers portfolio management and financial planning through a technology-driven platform that employs open architecture and a variety of program options tailored to client objectives.

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.

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.

David Rairden is a CFP® professional with 27 years of industry experience, currently advising at Destination Wealth Management where he has worked since 2017. He holds Series 63 and Series 65 licenses. Destination Wealth Management serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm offers discretionary investment management and financial planning, utilizing model portfolios that combine equities, fixed income, ETFs, alternative investments, and sub-advisers, with a focus on rigorous oversight of alternative investments and coordinated estate and tax services through strategic partners.

Meredith Rosen is a financial advisor at BlueSpring Wealth Management, LLC with 13 years of industry experience. She holds the Series 65 designation and has worked at firms including Kestra Financial Inc., Capital Planning Advisors, and Bedell Frazier Investment Counselling, LLC. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment process is overseen by an Investment Committee and emphasizes customized investment policies developed through its proprietary Sojourn™ application.

Noah Dalhamer is a financial advisor at Destination Wealth Management with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Destination Wealth Management in 2021, he held positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. 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, utilizing a suite of model portfolios that include equities, fixed income, ETFs, alternative investments, and other strategies, with ongoing oversight of alternative investments through an Investment Policy Committee.

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.

Matthew Casatico is a financial advisor at Choreo, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Aldrich Wealth and Ameritas Advisory Services, among others. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, institutional clients, and retirement plan sponsors. The firm offers a range of advisory services such as portfolio management, financial planning, outsourced CIO services, and specialized consulting, using a structured investment process that incorporates quantitative screening and a variety of investment vehicles.