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® professional with 24 years of industry experience, currently advising at Brighton Jones LLC since 2007. He holds Series 63 and Series 66 licenses and is based in San Francisco, CA. Brighton Jones serves a diverse client base including high-net-worth families, retirement plan sponsors, charitable organizations, and trusts. The firm provides comprehensive wealth services through a holistic, balance-sheet approach, offering discretionary and non-discretionary management, family office services, and access to private investment opportunities.

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 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.

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 with Cornerstone Wealth who holds Series 63 and Series 66 licenses and has 38 years of industry experience. His career includes roles at Mutual Securities, Inc., Cornerstone Financial Advisors, and LPL Financial. He serves on the advisory board of a venture capital firm and participates in nonprofit governance, including roles with the Preservation Hall Foundation and Dillard University. Cornerstone Wealth Group is a multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting with an investment approach centered on model portfolios using ETFs, mutual funds, equities, and fixed income.

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.