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. with nine years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Merrill and Bank of America, NA and Merrill Lynch, Pierce, Fenner & Smith Inc. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that offers discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, retail investors, and institutional clients with portfolios that include proprietary and third-party funds, delivering services 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®-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.

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.