Byron Valles is a CFP® with eight years of experience in the financial industry, currently serving at Mission Wealth Management, LP. His previous roles include positions at LPL Financial, First Republic Investment Management, and Fidelity Brokerage Services. Outside of his advisory work, he is a business owner of Rimova Real Estate. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families. The firm employs customized, long-term investment strategies across a broad range of asset classes and offers services including financial planning, investment implementation, and consulting.

Joanna Aiken is a financial advisor at Choreo, LLC with 29 years of industry experience. She previously worked at Enso Wealth Management and Edward Jones. Outside of her advisory role, she serves as CFO of JCBC Enterprises LLC, which provides educational enrichment programs for children. Choreo serves individual and high-net-worth investors, family offices, and institutional clients with services including portfolio management, financial planning, and outsourced CIO solutions. The firm combines strategic asset allocation with quantitative screening and utilizes diverse investment vehicles to implement client portfolios.

Kenneth Quiat is a financial advisor at Belpointe Asset Management LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Belpointe since 2017. Prior to that, he was with Foresters Equity Services, Inc. and has been involved with AD Banker LLC since 2012, where he also serves as a licensed educator. Belpointe 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 with a range of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerances.

Yu Chen is a CFP® professional with 13 years of experience in financial advising. He is currently with Infinity Financial Services Advisory and has previously worked at Alden Capital, Eagle Strategies, and New York Life insurance among others. Outside of his advisory role, Yu Chen is the owner of MYZ Financial & Insurance Services and serves as CFO of Forte Tools Inc, a wholesale distributor of industrial products. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses, providing portfolio management, financial planning, and pension consulting. The firm employs a variety of investment strategies, including long- and short-term trading and options, and integrates advisory services with affiliated broker-dealer and insurance activities.

John Neeley is a financial advisor with Destination Wealth Management in Walnut Creek, CA. He holds the CFP® and ChFC® designations and has eight years of industry experience. His prior work history includes roles at Nationwide Securities LLC, Securities America Advisors, and Cambridge Investment Research Advisors, Inc. 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 employs a diversified investment approach using model portfolios that include equities, fixed income, ETFs, alternative investments, and options as appropriate.

Marc Orourke is a financial advisor at Financial Gravity Family Office Services, LLC with 24 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at multiple firms, including Paulson Investment Advisors LLC and Broxton Capital Advisors. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment supervisory and management services, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of investment strategies using fundamental, technical, and cyclical analysis across a broad range of securities, often utilizing third-party sub-advisors and model portfolios.

Amir Barar is a financial advisor at Concurrent Investment Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, LPL Financial, Merrill, and Morgan Stanley. Barar is also a licensed real estate agent and serves as CEO of a support company that partly owns Laurus Financial Group, a DBA of Concurrent Investment Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios, financial planning, and retirement advisory services, supported by a network of approximately 286 advisors.

Justin Amit is a CFA® charterholder with 10 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc., Capital Planning Advisors LLC, Bedell Frazier Investment Counselling, LLC, Charles Schwab & Co., Inc., Bank of America, N.A., and Merrill. Outside of his advisory work, he officiates baseball and football games in Phoenix, AZ. BlueSpring Wealth Management is a multi-team firm serving a diverse client base. The firm emphasizes customized investment strategies and offers a range of financial planning, retirement consulting, and investment management services.

Christopher Eagles Smith is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Destination Wealth Management since 2015. Prior to his financial advisory career, he was involved with West America Tae Kwon Do for 11 years. 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 employs a core-and-tactical allocation framework based on thematic and macroeconomic research and manages over $4.1 billion in discretionary assets.

Sarah Hamilton is a CFP® certificant with 20 years of industry experience. She is currently with Mission Wealth Management, LP and previously worked at Hamilton Walker Advisers LLC and Fidelity Investments. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent individuals and families, as well as entities such as pension plans and endowments. The firm employs customized, long-term investment strategies using a variety of investment vehicles and offers services including fiduciary retirement plan consulting and cross-border planning.

Leslie Miller is a financial advisor at Integrated Advisors Network LLC with 19 years of industry experience. She holds Series 65 and Series 63 licenses and has been associated with Miller Pacific Financial Advisors and Integrated Advisors Network since 2016. Miller serves on the Investment Committee for the Girl Scouts of Northern California. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm uses a mix of fundamental and quantitative analysis and employs both discretionary and non-discretionary portfolio management, including the use of third-party sub-advisers and a risk-profile framework.

Avi Crane is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes roles at Transamerica Financial Advisors and Debtmerica, among others. Crane is also involved with Alpha Innovation Partners, where he participates in the sales of traditional insurance products. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million across 642 clients with a team of 35 advisors. 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 includes charting, cyclical, fundamental, quantitative, and technical analysis alongside modern portfolio theory.

Evelyn Zuk is a CFP® with one year of industry experience, currently serving as a financial advisor at Destination Wealth Management. Her prior roles include positions at Lincoln Financial Advisors Corporation, Northwestern Mutual Wealth Management Company, and FYNANC. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, and various institutional 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.

Eric Shulenberger is a Series 65-licensed financial advisor at Concentric with 18 years of prior experience at Veritable, LP and concurrent experience at Pathstone. He has worked in the industry for 11 years and is currently based in Walnut Creek, CA. 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, and offers specialized strategies including tax-aware and customizable mandates.

John Froley is a CFP® with 29 years of industry experience, currently serving as a financial advisor at NewEdge Wealth. His prior experience includes six years at First Republic Investment Management and nine years at First Republic Securities Company. Outside of his advisory role, he is involved in charitable and educational organizations, including serving as a voting member of the Froley Family Fund trustees and participating on the investment committees for the San Francisco Waldorf School and Huckleberry Youth Programs. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and employs a diversified investment approach that includes model strategies, third-party managers, proprietary solutions, and alternative investments.

Pietro Puducay is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding a Series 66 designation and six years of industry experience. He has been with Infinity Financial Services Advisory since 2020 and also worked at Robert Half in 2018. Outside of his advisory role, he serves as a durable power of attorney for a family member, acting as an agent if needed. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses with portfolio management, financial planning, and pension consulting. The firm employs a range of analytical methods and strategies, including both long-term and short-term trading, and offers access to mutual funds, ETFs, fixed income, annuities, and alternative products.

Catherine Pinkas is a financial advisor at Simplicity Wealth with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LifePro Asset Management, FSC Securities Corporation, and The Leaders Group Inc. In addition to her advisory work, she serves as a part-time instructor at the University of California Berkeley and Chabot College. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering advisory services, a managed account platform, and technology solutions for other advisers.

Cameron Hackett is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. He has held prior roles at Claraphi Advisory Network, LLC, and B. Riley Wealth Advisors, Inc. Since 2017, Mr. Hackett has been a licensed insurance agent. 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 combining long-term buy-and-hold strategies with tactical tools and offers both direct investment management and a turnkey asset management program.

Jessica Lambruschini Coy is a financial advisor at Destination Wealth Management with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Destination Wealth Management since 2015. Destination Wealth Management provides discretionary investment management and financial planning services to a range of clients including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a core-and-tactical allocation investment approach informed by thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Linda Xia is a financial advisor at Destination Wealth Management with eight years of industry experience. She holds a Series 65 designation and has been with the firm since 2023, following 14 years at Destinational Wealth Management. 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 emphasizes a core-and-tactical allocation investment approach informed by thematic fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.