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.

Sue Cheung is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently with Brighton Jones LLC, where she has worked since 2023. Her prior experience includes roles at Morgan Stanley, Lighthaven Capital Management, Charles Schwab Bank, and other financial firms. Brighton Jones LLC provides wealth management services to high-net-worth individuals, charitable organizations, and retirement plans, using a Personal CFO model and offering family office services. The firm’s investment approach includes a range of strategies such as mutual funds, ETFs, private funds, and discretionary management through its subsidiary Lenora Capital.

Erik Gholtoghian is a financial advisor at BakerAvenue with a Series 65 designation and three years of industry experience. His work history includes roles at Green Pebble Financial, Moskowitz LLP, Pruco Securities, LLC, Liberty Tax Service, and IHSS. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, employing a multi-strategy investment approach that includes portfolio management, financial planning, family office services, and estate and philanthropy planning.

Lani Kapur Rains is a CFP® professional with nine years of experience at Aspiriant, LLC, based in San Francisco, CA. She has been with Aspiriant since 2007, including seven years with its current iteration, Aspiriant LLC. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management along with comprehensive wealth planning and family office services, including accounting, banking support, tax and estate planning, and specialized consulting.

Michelle Eversman is a CFP® with six years of industry experience, currently serving at Aspiriant, LLC in San Francisco. She has been with Aspiriant in various roles since 2017 and previously worked at Deloitte Tax LLP. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional clients, providing investment management, wealth planning, family office, and specialty services. The firm builds customized investment programs using asset allocation informed by internal research and offers comprehensive wealth services including accounting, tax and estate planning, and specialized consulting.

Jason Seale is a financial advisor at Seacrest Wealth Management, LLC with 36 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Seacrest Wealth Management in 2021, he worked at American Wealth Management, Inc. for nearly two decades. Seacrest Wealth Management is a multi-advisor SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a long-term investment approach using fundamental and technical analysis across a range of investment vehicles and offers services including wealth management, financial planning, and retirement plan advisory.

Thomas Lifson is a financial advisor at SVB Wealth with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Citigroup and Jefferies LLC. Outside of his advisory role, he serves as an unofficial advisor on balance sheet and cash management for MedKal Health Ltd., a biotechnology startup based in Scotland. SVB Wealth serves a diverse client base including individuals, trusts, foundations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using a range of investment strategies and maintains a formal due-diligence process for manager selection.

Ashley Legg is a financial advisor with Jordan Park Group LLC in San Francisco, holding a Series 66 designation and seven years of industry experience. Prior to joining Jordan Park Group in 2022, she worked at Emerson Equity, Catalyst Private Wealth, and Dimensional Fund Advisors. Jordan Park Group serves primarily high-net-worth individuals, families, and philanthropic organizations, managing multi-million dollar portfolios through discretionary portfolio management and tailored family office services. The firm employs customized investment guidelines and integrates ESG considerations when requested, using a range of investment vehicles alongside strategic asset allocation and committee oversight.

Tanis Kelly is a financial advisor at Cooper McManus with three years of industry experience. Prior to joining Cooper McManus, Kelly worked at Securities America Advisors, Inc. and has been associated with Greystone Advisory Group and TK Settlement Consulting. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses, managing approximately $2.56 billion in discretionary assets. The firm tailors investment strategies based on fundamental analysis and client objectives, utilizing a range of approaches including options and cryptocurrency products.

Gabriel Garcia is a financial advisor at Compound Planning, Inc. with 17 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and First Republic Investment Management. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting. The firm’s investment approach involves customized, risk-based model allocations using a combination of fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

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.

Rachel Elson is a CFP® with six years of experience at Perigon Wealth Management, LLC. Prior to joining Perigon, she worked at Meredith (formerly Time Inc.) from 2015 to 2018. She serves as a board member and treasurer for So Percussion, a music organization focused on creating and presenting works and educational initiatives to students. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to clients’ objectives and risk tolerance, often delegating day-to-day investment management to independent managers while maintaining oversight and conducting formal annual reviews.

Brendan Supple is a financial advisor at Citizens Private Wealth with four years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. Outside of finance, he has experience in the food and real estate sectors, having worked at F'real Foods and Opendoor. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, and institutional clients. The firm focuses on tailored long-term asset allocation within an open-architecture framework and offers a range of investment management, advisory, and business consulting services.

Steven Wight is a ChFC® credentialed financial advisor with 13 years of industry experience. He is affiliated with M Holdings Securities, Inc. and has worked with TCS Insurance Agency since 2013. Outside of his advisory work, he owns Grain Goods, a business specializing in handmade custom leather and wood products. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual clients, corporate and business clients, retirement plans, and other entities through a nationwide network of Investment Advisor Representatives and independently operated Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, sub-advisory services, and insurance-contract advisory services.

Maximilian Ortiz is a financial advisor with SVB Wealth LLC in San Francisco, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill, Hall Capital Partners LLC, and First Citizens Bank. Ortiz also serves as a Relationship Manager at SVB Wealth LLC, providing wealth management advice to clients. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs investment adviser representatives who develop customized investment policy statements and oversee account management, utilizing affiliated and unaffiliated third-party managers monitored through a documented due diligence process.

Brian Kreischer is a financial advisor at Frank Rimerman Advisors LLC with 22 years of industry experience. He holds a Series 65 credential and has been with Frank, Rimerman & Co., LLP since 1991, where he serves as a certified public accountant and business services partner involved in business development and personnel management. Frank, Rimerman Advisors LLC provides financial planning, wealth management, and portfolio management to high-net-worth individuals, qualified investors, trusts and estates, charitable organizations, and select limited liability companies. The firm employs a long-term, individualized investment approach, building diversified portfolios based on clients’ objectives, time horizon, and risk tolerance.

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.

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.

Charles Strickler is a financial advisor at Concorde Asset Management, LLC in San Francisco, CA, holding Series 63 and Series 66 licenses with 28 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors before joining Concorde in 2020. Outside of advisory work, he provides guidance to a family-owned pizza restaurant and a car wash business. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party asset managers and programs. The firm employs model portfolios and third-party strategists to build tailored investment solutions and acts as an overlay manager with discretionary trading responsibilities.

Nancy Corrigan is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. She has been with The Strategic Financial Alliance, Inc. since 2005. Outside of her advisory role, she owns Beacon College Funding Solutions, Inc., which assists parents in obtaining need-based financial aid for college students. The Strategic Financial Alliance, Inc. provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm operates multiple portfolio programs and supports participation in third-party manager platforms, managing a majority of assets on a non-discretionary basis.