Joseph Rust is a CFP® professional with seven years of experience in financial advising, currently serving at Perigon Wealth Management, LLC. He has worked at Perigon Wealth Management since 2022 and previously at PM Wealth Management, LLC. Outside of his advisory role, he is a partner and accountant at Prager Metis CPAs, LLC, where he has worked since 1985, and he serves as a board member for the Alzheimer's Association. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction and acts as sponsor and overseer of wrap-fee programs, distinguishing itself with its servicing of banking and thrift institutions.

Caitlin Pilisuk is a financial advisor at Perigon Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. Her prior roles include positions at MKT Advisors LLC and Keybank. 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 client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.

Wayne Wong is a financial advisor at SeaCrest Wealth Management, LLC in San Francisco, CA, with 27 years of industry experience. He holds the CFP® designation and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he is involved in the sales of fixed and traditional insurance products. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach incorporating fundamental and technical analysis, leveraging both internal and third-party AI tools to support decision-making.

Kyle Winterbotham is a Series 65-licensed financial advisor at LNW with nine years of industry experience. He has worked at Laird Norton Wetherby Wealth Management, LLC since 2024 and was previously with Wetherby Asset Management from 2006 to 2023. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s investment approach centers on customized policy statements, strategic asset allocation with global diversification, active manager due diligence, and incorporates tax-aware and impact investing strategies.

John Bruno Jr. is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Wedbush Securities Inc. He previously worked at J.P. Morgan Securities and has been with Wedbush in various capacities since 2017. Wedbush Securities Inc. provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm delivers discretionary and non-discretionary portfolio management alongside research and prime broker services.

Thomas Beaty is a CFP® and Series 66 designated advisor with 27 years of industry experience. He is currently with Citizens Private Wealth, where he has worked since 2024, following a 13-year tenure at First Republic Investment Management and related entities. His experience also includes a brief period at J.P. Morgan Securities. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and a range of institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers discretionary and non-discretionary portfolio management, alongside specialized services such as ERISA plan advisory, tax and estate structuring, and business consulting for multigenerational families and closely held businesses.

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.

William Clements is a financial advisor at Parallel Advisors, LLC in San Francisco, CA, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Parallel Advisors since 2013. 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, and independent managers, and incorporates technology platforms for tax-efficient portfolio management.

Sean Hanson is a CFP® professional with 17 years of experience in financial services. He currently works at Empirical Wealth Management and previously held roles at NorthRock Partners and Ameriprise Financial Services, Inc. in San Francisco, CA. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and investors in private pooled vehicles. The firm employs a diversified investment approach grounded in Modern Portfolio Theory, offering discretionary and non-discretionary management along with affiliated real estate, insurance, and estate-planning services.

Benjamin Holtz is a financial advisor with McAdam LLC in Oakland, CA, holding a Series 65 designation and five years of industry experience. He has been with McAdam LLC since 2021 and previously worked at the University of California Berkeley. McAdam advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, using discretionary portfolio management with a range of investment vehicles and specialized exposures, alongside innovative offerings such as a tiered subscription planning product and the monitored use of artificial intelligence in advisory services.

Matthew Clements is a financial advisor at Parallel Advisors, LLC in San Francisco, CA, holding a Series 66 designation with 14 years of industry experience. He has been with Parallel Advisors since 2013. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting, often integrating tax-efficient strategies and independent manager recommendations.

Clint Christensen is a CFP® with 24 years of experience in the financial services industry. He has worked at Brighton Jones LLC since 2007 and previously spent six years at Fidelity. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm employs a whole-balance-sheet approach and offers discretionary portfolio management alongside access to private investments and affiliated legal and trust services.

Andrew Rand is a CFP® with 25 years of industry experience, currently serving as an advisor at 1919 Investment Counsel, LLC, where he has worked since 2018. Prior to joining 1919, he spent six years at Rand & Associates. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, pension plans, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and AI inputs.

Aleese Peterson Cotton is a financial advisor at Northern Trust Securities, Inc. in San Francisco, holding Series 63, 65, and 66 licenses with nine years of industry experience. She previously worked at Merrill and held roles at AlphaFlow Advisor LLC, Golub Group, and Bank of America, NA and Merrill Lynch. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management and model-driven strategies.

Bradford Stimpson is a financial advisor with NorthRock Partners, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at Parkside Advisors LLC and Summit Financial Group. Outside of his advisory role, he has been involved with Berkeley High-School Crew for three years. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach emphasizing broad asset allocation, diversification, and the use of independent managers, integrating private market investments and leveraging AI tools alongside human review.

Nicholas Bucklin is a CFA® charterholder affiliated with Freestone Capital Management, LLC, with four years of industry experience. He has worked at Freestone since 2021 and previously spent 13 years at Franklin Templeton Investments. Outside of his advisory role, Bucklin serves as president of the board for the Montana Land Reliance Foundation, a land conservation nonprofit. Freestone Capital Management is a wealth management firm overseeing approximately $11.49 billion in assets for about 2,783 clients through a team of 42 advisors. The firm offers discretionary and non-discretionary investment advisory services, combining internally managed portfolios, third-party sub-advisers, and alternative investments with an emphasis on diversification and downside risk management.

Mark Cavalier is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked previously at Wells Fargo Advisors and Wells Fargo Clearing for a combined 14 years. Outside of his advisory role, he co-owns Cavalier Equestrians LLC, a business involved in acquiring, training, and selling performance horses. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices and offers a variety of program structures, including wrap and non-wrap offerings, managed ETFs, and separately managed accounts.

Conrad Branson is a financial advisor at Kingswood Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Bank of America, Merrill, Morgan Stanley, and Citigroup. Outside of his advisory work, he serves on the board of directors for Oak Hill School, a nonprofit school for autism. Kingswood Wealth Advisors serves a range of retail and institutional clients, providing portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm employs an open-architecture platform with a focus on tailored portfolio solutions and manages insurance-linked accounts alongside affiliated financial entities.

Jilena Mok is a financial advisor at Aegis Capital Corp. with 13 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 11 years before joining Aegis Capital in 2023. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by providing investment advisory and brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and supports a range of program types while maintaining client decision authority.

Joseph Sweeney III is a financial advisor at Cornerstone Wealth with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Mutual Securities, Inc., LPL Financial, and Gryphon Capital Management. Outside of advising, he serves as an advisory board member for a venture capital firm, participates on nonprofit boards focused on education and the arts, and is involved in managing a vineyard. Cornerstone Wealth Group is an SEC-registered investment adviser serving individuals, trusts, employer plan sponsors, other advisers, and corporations. The firm offers portfolio management, financial planning, and retirement plan consulting, using model-based portfolios that include ETFs, mutual funds, equities, bonds, and alternative investments when appropriate.