Conrad Branson is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining Kingswood in 2022, he worked at Bank of America and Merrill for nine years. 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 (Old Town Tap). Kingswood Wealth Advisors serves a diverse client base including individual, high-net-worth, and institutional investors, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm uses an open-architecture investment platform with both discretionary and non-discretionary advice tailored to client profiles, and it integrates insurance-linked account management alongside traditional advisory services.

Marc Miller is a financial advisor at Wedbush Securities Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wedbush since 2021, following more than a decade at Western International Securities, Inc. Outside of his advisory role, he serves as CEO and CFO of Marin Executive Suites Inc. and is the Squadron Finance Officer for the Civil Air Patrol, a nonprofit focused on emergency services and disaster relief. Wedbush Securities serves individual and institutional clients through a combination of brokerage and SEC-registered investment advisory services, managing approximately $5.68 billion in regulatory assets. The firm offers a range of managed account solutions alongside commission-based brokerage and provides clearing, custodial, and prime services, with a notable focus on commodities and derivatives.

Andrew Hamilton is a CFP®-certified financial advisor with 14 years of industry experience, currently serving at Aspiriant, LLC since 2012. He holds the Series 63 designation and is based in San Francisco, CA. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management along with wealth planning, family office, and specialty services. The firm offers customized investment programs using a variety of implementation options and integrates accounting, tax, and estate planning as part of its comprehensive wealth services.

Scott Byrnes is a financial advisor at LNW with 10 years of industry experience. He holds a Series 65 credential and has worked at Laird Norton Wetherby Wealth Management, LLC since 2024, following a 16-year tenure at WETHERBY ASSET MANAGEMENT. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals and families, addressing complex financial needs through coordinated investment management, wealth planning, and collaboration with outside professionals. The firm emphasizes customized investment policies, global diversification, active manager due diligence, and tailored portfolios, including impact investing and special situations.

Miao Ling Guan is a financial advisor at Arete Wealth Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Portsmouth Financial and Morgan Stanley. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis and employs both advisor-driven and proprietary rule-based model allocations, while also utilizing third-party sub-advisers and acting as an ERISA fiduciary when applicable.

David White is a CFP® and holds a Series 65 license, with four years of industry experience. He is currently with BakerAvenue and has previously worked at J.W. Cole Advisors, Pacific Excel Wealth Advisors, and several other firms. Outside of advisory roles, he has experience working at Meritage Resort and Spa and in legal services at the Law Offices of Hall and Rhone. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, and technical analysis, offering portfolio management, financial planning, family office services, and specialized strategies such as Dynamic Core and Tactical Fixed Income.

Michael Stephens is a financial advisor at Parallel Advisors, LLC in San Francisco, CA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parallel Advisors since 2015. Parallel Advisors serves a diverse client base including individuals, business entities, retirement plans, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-asset investment approach using fundamental, technical, and cyclical analysis, and integrates technology platforms for tax-efficient portfolio management and held-away account oversight.

Moira Mc Glynn is a CFP® with nine years of industry experience, currently serving as a financial advisor at Citizens Private Wealth. She previously worked at J.P. Morgan Securities and First Republic Investment Management. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary investment management within an open-architecture framework, supported by its affiliation with Citizens Bank, which offers additional banking and lending services.

Taylor Reed is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Atlas Capital Advisors LLC, New York Life Insurance Company, and NYLIFE Securities LLC. He is based in San Francisco, CA. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, retirement services, and financial planning, utilizing a range of asset allocation and investment strategies.

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.

Alexandria Nguyen Kuwamoto is a financial advisor at Cresset Asset Management, LLC with 10 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC, First Republic Investment Management, Inc, FIRST REPUBLIC Securities Company, LLC, Fidelity Brokerage Services LLC, and Bridge Bank. Cresset Asset Management manages approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware investment approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across public equities, fixed income, and alternative investments.

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.

Matthew Hlavacek is a CFP® and CFA® with four years of industry experience. He currently works at IEQ Capital, LLC and previously held roles at EPIQ Capital Group, LLC and Northern Trust. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm’s investment approach combines macro and manager research with allocations to liquid and private alternatives, managing approximately $35.4 billion in assets.

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.

Lili Huang is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds the Series 66 designation and has worked at firms including HSBC Securities USA Inc., East West Bank, and Silicon Valley Bank. Huang is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including proprietary research and derivatives services.

James Mccollough is a financial advisor at Oppenheimer in San Francisco, holding a Series 66 credential. He has prior experience as a journalist with the Los Angeles Times and the Pittsburgh Post-Gazette. Outside of his advisory role, he is involved with 25th Street Ventures LLC, a family-managed entity focused on rental property management. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm’s approach includes strategic and tactical asset allocation, manager selection, and a mix of discretionary and non-discretionary investment management programs.

Eshani Patel is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. Prior to joining Rockefeller Financial in 2023, she worked at First Republic Bank for one year and has academic experience from the University of California, Davis. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and consulting, alongside broker-dealer services and placement and investment banking capabilities.

Timothy Humphries is a CFA® charterholder and holds a Series 63 license with four years of industry experience. He has been with Goldman Sachs Wealth Services since 2019 and previously worked at Grand-Jean Capital Management from 2005 to 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Sutanto Widjaja is a financial advisor at Farther with seven years of industry experience. He holds a Series 65 designation and previously worked at Indico Capital LLC for five years and Nuveen Investments for sixteen years. Based in San Francisco, CA, Widjaja has been with Farther since 2024. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm’s investment approach utilizes Modern Portfolio Theory implemented via proprietary model portfolios and algorithmic rebalancing, employing various asset classes including ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal review.

Claire Mc Donald is a financial advisor at Citizens Securities, Inc. in San Francisco, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining the firm, she was a student for 20 years. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program with ETF-based portfolios and a separate Managed Account program, operating within a combined bank, broker-dealer, and insurance agency structure.