Aleese Peterson Cotton is a financial advisor at Northern Trust Securities, Inc. with nine years of industry experience. She holds the Series 65, Series 63, and Series 66 licenses. Prior to joining Northern Trust in 2025, she worked at Merrill from 2022 to 2025 and has held positions at AlphaFlow Advisor LLC and Bank of America. 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. The firm offers discretionary portfolio management through model-driven, periodically rebalanced portfolios that include proprietary and third-party products delivered via the Fidelity Managed Account Xchange platform.

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 licenses and over 45 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC for a combined total of 19 years. Outside of financial advising, he is involved with Cavalier Equestrians LLC, a business focused on acquiring, training, showing, and selling performance horses. Ashton Thomas Securities is a registered investment adviser and broker-dealer offering discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages about $1.86 billion for over 2,200 clients through a team of 18 advisors operating across six offices, providing multiple program structures and retirement plan ERISA fiduciary services.

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.

Marc Miller is a financial advisor at Wedbush Securities Inc. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Western International Securities, Inc. and GBS Financial Corp. Outside of his advisory role, he serves as CEO and CFO of Marin Executive Suites Inc. and is a finance officer for the Civil Air Patrol, a nonprofit organization involved in emergency services and disaster relief. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a wide range of services including wealth management, fixed income, commodities, and portfolio management tailored to client objectives and risk profiles.

Andrew Hamilton is a CFP® with 15 years of industry experience, currently serving at Aspiriant, LLC since 2012. He is based in San Francisco, CA, and holds a Series 63 license. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm provides discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services, including accounting, tax and estate planning, and targeted consulting.

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.

Richard Torres is a CFP® professional affiliated with BakerAvenue Wealth Management, with two years of experience in the financial industry. He has held roles at BakerAvenue and EP Wealth Advisors, as well as positions at eMoney Advisor and UC San Diego. BakerAvenue Asset Management is an SEC-registered multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management alongside financial planning, family office services, and a suite of named investment strategies that combine quantitative and fundamental approaches.

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 five years of industry experience. He currently works at BakerAvenue and has prior experience at J.W. Cole Advisors, Pacific Excel Wealth Advisors, and First Allied Securities, among others. Outside of finance, he worked at Meritage Resort and Spa and also spent time at a law office and a city school. BakerAvenue Asset Management is a multi-team wealth manager serving individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management and a range of planning services, employing a variety of named strategies that integrate quantitative, fundamental, and tactical tools while emphasizing regular client communication.

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 previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Atlas Capital Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, managing both discretionary and non-discretionary accounts across diverse portfolio strategies.

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.

David Hultman is a financial advisor at Corient with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including BancWest Investment Services, LPL Financial, and Summit Trail Advisors. His prior roles include positions at BANK OF THE WEST and D.A. Davidson & Co. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions, incorporating risk management tools and private fund capabilities.

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.