Nicholas Larry is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and Transamerica Financial Advisors, Inc. Outside of advising, he has been involved with entrepreneurial ventures, including roles at Lucky Devil Brewery and One Hundred Consulting LLC. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Elena Song is a CFP® professional with eight years of experience in financial advising. She currently works at Destination Wealth Management and has held previous roles at RWA Wealth Partners, Polaris Wealth Advisory Group, Team Hewins, Consilium Wealth Management, and Aegis Wealth Management. She also has experience working at the State Department. 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. Its investment approach includes diversified model portfolios that blend equities, fixed income, ETFs, alternative investments, and, when appropriate, options and sub-advisers, with a focus on ongoing due diligence and committee oversight of alternative investments.

Caroline Egan is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has been with Destination Wealth Management since 2014. The firm provides discretionary investment management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. Destination Wealth Management employs a core-and-tactical allocation framework informed by thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Pedro Cisneros is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Destination Wealth Management, where he has worked since 2024, following six years at Edward Jones. 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’s investment process uses a core-and-tactical allocation framework based on longer-term fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Donald Edgren is a financial advisor at Sepio Capital, LP with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sepio Capital since 2017, following a nine-year tenure at Merrill Lynch. Sepio Capital is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and institutional investors. The firm employs a primarily long-term, fundamentals-driven investment approach using a mix of proprietary strategies and independent managers, managing approximately $4.46 billion in client assets as of December 31, 2025.

Craig Weinstein is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Laurus Financial Group, Raymond James Financial Services, and LPL Financial. Outside of advisory work, he serves as an agent providing fixed insurance and annuity solutions and is the CEO of Strategic Capital Solutions Wealth Management. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and select individual securities, managing approximately $15.7 billion in assets with a multi-office platform of around 240 advisors.

Adrian Colmenares is a financial advisor with Concentric in Walnut Creek, CA, holding a Series 65 designation and currently in his first year with the firm. He has prior experience with Parametric Portfolio Associates and Envestnet Financial Technologies. 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, offering specialized strategies including tax-loss harvesting overlays, ESG overlays, and customizable fixed-income mandates.

Geoffrey Cable is a CFP® with 21 years of industry experience and has been with Destination Wealth Management since 2005. He holds Series 63 and Series 65 licenses and is based in Walnut Creek, CA. 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 utilizes model portfolios that include equities, fixed income, ETFs, alternative investments, and options.

Barry Oliver is a PFS™ credentialed financial advisor with 27 years of industry experience. He currently works at Earned Wealth Advisors, LLC and has previously been associated with firms including Thomas Doll, PensionOne Advisors, Inc., and TD Payroll, Inc. Outside of his advisory role, he is a member of GEOTC I, LLC, where he contributes to business decisions and bill approvals. 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, utilizing independent investment managers and tools such as Monte Carlo analysis and automated tax-loss harvesting. Its integration with affiliated businesses and use of third-party consultants distinguishes the firm within the multi-team advisor space.

Rahul Agrawal is a financial advisor at Concentric with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Concentric since 2022, following prior roles at Advisor Partners, LLC. Concentric primarily serves other registered investment advisers and financial institutions as a sub-adviser and overlay manager, while also managing accounts directly for individual and high-net-worth clients. The firm uses a combination of quantitative and qualitative portfolio construction techniques and offers customized implementation tools such as tax-loss harvesting, direct indexing, and ESG overlays.

Jeanne Suh is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. She has worked at Destination Wealth Management since 2024 and previously was with Consilium Wealth Management and Charles Schwab for 16 years. 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 approach based on fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Preetika Pande is a CFP® professional at Destination Wealth Management with 10 years of industry experience. She previously worked at Polaris Greystone Financial Group, LLC for four years before joining her current firm in 2020. Destination Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management and financial planning, utilizing a model portfolio approach that incorporates equities, fixed income, ETFs, alternative investments, and sub-advisers, with ongoing committee review of alternative offerings.

Luke Hass is a financial advisor at Concentric with one year of industry experience. He holds a Series 65 designation and previously worked at Canterbury Consulting and California Pizza Kitchen. Concentric primarily serves other registered investment advisers and financial institutions as a sub-adviser and overlay manager, while also managing accounts for individual and high-net-worth clients. The firm uses a combination of quantitative and qualitative portfolio construction techniques and offers customized implementation tools, including tax-loss harvesting, direct indexing, and ESG overlays.

Luis Robles is a CFP® professional with 12 years of industry experience, currently with The Mather Group, LLC since 2025. His prior experience includes roles at Charles Schwab, Bancwest Investment Services, Bank of the West, and Wells Fargo in various capacities from 2012 to 2025. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering integrated financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio solutions and utilizes AI and machine-learning tools alongside human oversight in its client services.

John Chang is a financial advisor at BlueSpring Wealth Management, LLC with 13 years of industry experience. He holds the Series 65 and Series 66 licenses and previously worked at Kestra Financial Inc., Capital Planning Advisors LLC, Bedell Frazier Investment Counselling, LLC, and Morgan Stanley. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering a range of investment management and financial planning services. The firm employs a customized investment process overseen by an Investment Committee and provides access to independent managers and private placement opportunities for accredited investors.

Geoffrey Zimmerman is a Certified Financial Planner (CFP®) with 28 years of industry experience. He has worked at Integrated Advisors Network LLC since 2018 and previously spent 11 years at Mosaic Financial Partners, Inc. He holds Series 63 and Series 66 licenses. Integrated Advisors Network is an SEC-registered multi-team investment adviser that serves individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and related consulting, employing a variety of investment approaches and frequently uses third-party sub-adviser platforms to implement client plans.

Bryan Lee is a financial advisor at Concentric with five years of industry experience. He holds a Series 65 designation and previously worked at Advisor Partners, LLC for four years. 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 customize accounts. The firm’s services include tax-loss harvesting, ESG overlays, and specialized strategies such as leveraged long/short tax-aware approaches, and it is known for servicing a high volume of clients through sub-advisory relationships.

Michael Spieler is a financial advisor with Strategic Blueprint, LLC, holding a Series 66 designation and 19 years of industry experience. He has been involved with Strategic Blueprint since 2021 and also owns Sherpa Financial Advisors, where he provides financial advisement and planning services. Spieler has worked at The Strategic Financial Alliance, Inc. since 2006. Strategic Blueprint, LLC is an enterprise firm based in Irvine, CA, with 52 advisors. The firm offers advisory services that integrate various financial planning and investment strategies.

Bradford Stimpson is a financial advisor at NorthRock Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Parkside Advisors LLC and Summit Financial Group. Outside of his advisory career, he has been involved with Berkeley High-School Crew for three years. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm uses a tailored, holistic investment approach with a focus on broad asset allocation, diversification, and periodic rebalancing, offering both discretionary and non-discretionary management.

John Mooser is a financial advisor with BlueSpring Wealth Management, LLC, holding a Series 65 credential and no prior industry experience. His professional background includes roles at Kestra Financial Inc., Capital Planning Advisors LLC, Bedell Frazier Investment Counselling, and other firms. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by providing investment management, financial planning, and retirement plan consulting. The firm’s customized investment approach incorporates a proprietary application and offers specialized strategies, targeting primarily higher-net-worth and institutional clients.