Christopher Johnson is a CFP® professional with 17 years of experience in financial advisory services. He has been associated with LPL Financial since 2016 and currently works with The Wealth Consulting Group. His background includes involvement with the Mariner Independent Advisor Network and several other investment-related business activities. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, utilizing a mix of active and passive strategies with both fundamental and quantitative analysis.

Kyte Crigger is a CFP® professional at Parallel Advisors, LLC with three years of industry experience. Prior to joining Parallel Advisors in 2023, Kyte worked at Btig LLC and studied at the University of California Berkeley. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach that includes fundamental, technical, and cyclical analysis across various asset classes and integrates technology platforms for portfolio management and tax-efficient rebalancing.

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.

Michael Millman is a CFP® and ChFC® with 28 years of experience in financial advising. He is currently with Parallel Advisors, LLC and has previously worked at Fifth Third Wealth Advisors LLC and U.S. Bank Private Wealth Management. Outside of advising, he is a manager at High Desert Holdings II, LLC, a real estate business. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including fixed income, mutual funds, ETFs, and independent managers, and offers integrated technology solutions and fiduciary services through an affiliated trust company.

Knud Gotterup Jr. is a financial advisor at Parallel Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parallel Advisors since 2016 and The Savant Group since 2003. Parallel Advisors serves individuals, including high-net-worth clients, business entities, retirement plans, trusts, estates, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and cyclical analysis across various asset classes and integrates technology platforms for tax-efficient rebalancing and held-away account management.

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.

Juan Carlos Galvez is a financial advisor with Encompass More Asset Management LLC, holding Series 65 and Series 63 designations and bringing 12 years of industry experience. His background includes roles at multiple firms such as Transamerica Financial Advisors and Zein Insurance Services. Outside of advisory work, he is involved with various related enterprises, including HealthyFi and finance and insurance agencies. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm uses model-based strategies combining proprietary and third-party sub-advisers and offers access to both traditional and private placement investment options.

Spencer Terris is a CFP® and Series 65 credentialed advisor with six years at Parallel Advisors, LLC and three years of industry experience. Prior to joining Parallel Advisors, he worked for six years at Hub Strategy and Communication. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach including fixed income, mutual funds, ETFs, independent managers, and options strategies, along with technology-enabled tax-efficient rebalancing and held-away account management.

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.

Victor Liao is a Series 66 licensed advisor with 20 years of industry experience. He has been with Parallel Advisors, LLC since 2011. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a multi-strategy approach that includes fixed income, mutual funds, ETFs, and independent managers.

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.

Stuart Arakelian is a financial advisor at The Wealth Consulting Group with 36 years of industry experience. He holds a Series 65 credential and has worked previously at LPL Financial and Mariner Independent Advisor Network. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a combination of active and passive investment strategies, model portfolios, and algorithmic advisory services, offering tailored investment approaches supported by legal and implementation resources.

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.

Kathleen Fereday is a financial advisor at Prosperity Wealth Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prosperity Wealth Management since 2020. Prior to that, she was associated with Fortune Financial Services, Inc. and has provided independent recruiting services to financial advisors through Advisor Consulting since 2017. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million for about 1,600 clients and emphasizes tailored portfolio supervision with quarterly reviews, employing multiple methods of analysis and conducting due diligence on third-party managers.