Lalith Tirumalasetty is a financial advisor at BlueSpring Wealth Management, LLC with a Series 65 designation. He has prior experience at Kestra Financial Inc., Bedell Frazier, and Lexus of Fremont, as well as a decade of experience in education. Vector serves individuals, business owners, trusts, estates, and retirement plans, offering investment management, financial planning, and consulting. The firm’s investment process uses a customized policy approach supported by its proprietary Sojourn™ application and provides specialized strategies including option overlays and hedging for concentrated positions.

Bonnie Bakalar is a financial advisor at Sepio Capital, LP with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill from 2005 to 2017 before joining Sepio Capital in 2017. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisory services. The firm employs a combination of proprietary strategies and allocations to independent managers, using fundamental analysis with a generally long-term orientation while allowing for shorter-term trading to meet client needs.

Eric Smith is a Certified Financial Planner (CFP®) with six years of experience in the financial services industry. He has worked at Mission Wealth Management, LP since 2019 and previously was employed by Fisher Investments from 2016 to 2019. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients. The firm offers wealth management, portfolio management, financial planning, and specialized services including pension fund management, tax planning, and estate coordination.

Conrad Branson is a financial advisor at Kingswood Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. He serves on the board of directors for Oak Hill School, a nonprofit school for autism, and is a fractional owner of a restaurant called Parlor Bar. 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 clients' goals and risk tolerance, offering portfolio management, third-party manager oversight, and various consulting services.

Marc Miller is a financial advisor with Wedbush Securities Inc. in Tiburon, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wedbush Securities since 2021 and concurrently at Western International Securities, Inc. since 2013. Outside of his advisory role, Miller serves as CEO and CFO of Marin Executive Suites Inc., a private property management company, and acts as Squadron Finance Officer for the Civil Air Patrol, a nonprofit focused on emergency services and disaster relief. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered advisory services across multiple asset classes. The firm combines broker-dealer, capital markets, custody, and prime services, with approximately $5.68 billion in regulatory assets under management.

Nicholas Gizzarelli is a financial advisor at Earned Wealth Advisors, LLC with 13 years of industry experience. He holds a Series 65 credential and has worked at firms including Capital Performance Advisors LLP d/b/a Thomas Doll and Oriole Advisors, LLC. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm provides comprehensive financial planning, discretionary wealth management, and retirement plan consulting, utilizing independent investment managers and model portfolios with tools such as Monte Carlo analysis and tax-loss harvesting.

Jia Xu is a financial advisor at Concentric with four years of industry experience. They hold a Series 65 designation and previously worked at Advisor Partners, LLC from 2016 to 2022 before joining Concentric. 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, including tax-loss harvesting, direct indexing, and ESG overlays.

Navjeet Chahal is a financial advisor with Earned Wealth Advisors, LLC and holds experience dating back to 2007 through prior roles at Chahal & Associates Inc. and Chahal & Associates LLC. He is also involved as a member in several business entities related to commercial real estate and hospitality. 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, buy-and-hold investment approach supported by third-party consultants and an internal investment committee, offering financial planning, discretionary wealth management, and specialized retirement-plan advisory services.

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.

Scott Lummer is a CFA® charterholder with 15 years of experience in the financial advisory industry. He has worked at Mariner Wealth Advisors since 2021 and previously spent 11 years at The Savant Group. Mariner serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, and provides integrated tax, accounting, and CFO services uncommon at its enterprise scale.

Damien Couture is a CFP® and ChFC® with 34 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. His prior experience includes roles at LPL Financial, Walnut Creek Wealth Management, Cetera Advisor Networks LLC, and Jbc Financial Group, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management across multiple asset classes.

Brian Westcoat is a financial advisor with Sanctuary Advisors, LLC, holding the CFP® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including roles at Bank of America and Merrill Lynch. He serves as president of his condominium homeowner association, managing meetings and budgets. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension plans, trusts, estates, and charitable organizations through a large network of independent advisors. The firm offers a range of discretionary and non-discretionary investment solutions and operates as a subsidiary of Sanctuary Wealth, which has approximately $34.9 billion in assets under management.

Andrew Beck is a Series 66 licensed financial advisor with seven years of industry experience. He has worked at Mercer Global Advisors Inc. since 2019 and previously held roles at Patamar Capital and First Republic Investment Management. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor tilts, with both discretionary and non-discretionary portfolio management options.

Konrad Kern is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including Media Wealth, LLC and Adero Partners, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Mary Ann Sullivan is a Chartered Financial Consultant (ChFC®) with 32 years of industry experience. She currently works at Mercer Global Advisors Inc. and previously held positions at Morgan Stanley, Wells Fargo Clearing Services, and Robert Half. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory–based approach with globally diversified portfolios using low-cost ETFs, index funds, separate account managers, and private funds, and it provides specialized services including retirement plan consulting and charitable advisory.

Alexander Izmailov is a financial advisor at Private Advisor Group, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Mariner Independent, LPL Financial, Insight Wealth Strategies, Mutual Securities, and Lincoln Financial Advisors. Izmailov is involved in several entrepreneurial and independent advisory activities alongside his primary role. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through both discretionary and non-discretionary programs. The firm provides access to third-party asset managers, turnkey asset management platforms, and internally managed model portfolios supported by well-known strategists and technology providers.

Todd Mc Farland is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Personal Capital Advisors for 10 years before joining Empower Advisory Group and subsequently Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services, LLC is an enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Mark Morasky is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, Series 65, and Series 66 licenses and 29 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He is the sole owner of VPCalCo, LLC, an investment advisory business, and serves on the Food and Beverage Committee at Blackhawk Country Club in Danville, CA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering diverse portfolio management and financial planning services through both proprietary and third-party solutions.

Thomas Howard is a Certified Financial Planner® (CFP®) with 13 years of industry experience. He has worked at several firms, including Bedell Frazier Investment Counselling and ZRC Wealth Management, before joining Creative Planning. Howard holds Series 63, 65, and 66 licenses. Creative Planning provides wealth management and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment strategy emphasizing low-cost indexing and buy-and-hold approaches, supplemented by tax-loss harvesting, direct indexing, and selective private market exposure.

Chad Miles is a financial advisor at OSAIC Institutions, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has held previous roles at First Bank, Infinex Investments, BancWest Investment Services, Bank of the West, and Mass Mutual Life Insurance Company. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure that supports both discretionary and non-discretionary accounts.