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.

Lalith Tirumalasetty is a financial advisor at BlueSpring Wealth Management, LLC with a Series 65 designation. He has prior experience at Kestra Financial Inc., Bedell Frazier, and Lexus of Fremont, as well as a decade of experience in education. Vector serves individuals, business owners, trusts, estates, and retirement plans, offering investment management, financial planning, and consulting. The firm’s investment process uses a customized policy approach supported by its proprietary Sojourn™ application and provides specialized strategies including option overlays and hedging for concentrated positions.

Bonnie Bakalar is a financial advisor at Sepio Capital, LP with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill from 2005 to 2017 before joining Sepio Capital in 2017. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisory services. The firm employs a combination of proprietary strategies and allocations to independent managers, using fundamental analysis with a generally long-term orientation while allowing for shorter-term trading to meet client needs.

Nikolaus Kazarian is a financial advisor with The Wealth Consulting Group in San Ramon, CA, holding the Series 66 designation and two years of industry experience. His prior experience includes roles at Mariner Independent and LPL Financial LLC, as well as a background in marketing at Pereira and O'dell and Swirl Mcgarry Bowen. The Wealth Consulting Group is an SEC-registered firm serving individual, corporate, retirement plan, and trust clients through discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies across active and passive investments, model portfolios, and algorithm-driven offerings, supported by legal and implementation resources and partnerships with major custodial platforms.

Eric Smith is a Certified Financial Planner (CFP®) with six years of experience in the financial services industry. He has worked at Mission Wealth Management, LP since 2019 and previously was employed by Fisher Investments from 2016 to 2019. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients. The firm offers wealth management, portfolio management, financial planning, and specialized services including pension fund management, tax planning, and estate coordination.

Catherine Mendoza is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management since 2019. Mendoza also owns and operates a bookkeeping and accounting business and serves as director of a small business capital referral service. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, using quantitative models and an active, model-driven investment approach primarily focused on mutual funds and ETFs.

Nicholas Gizzarelli is a financial advisor at Earned Wealth Advisors, LLC with 13 years of industry experience. He holds a Series 65 credential and has worked at firms including Capital Performance Advisors LLP d/b/a Thomas Doll and Oriole Advisors, LLC. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm provides comprehensive financial planning, discretionary wealth management, and retirement plan consulting, utilizing independent investment managers and model portfolios with tools such as Monte Carlo analysis and tax-loss harvesting.

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.

Jia Xu is a financial advisor at Concentric with four years of industry experience. They hold a Series 65 designation and previously worked at Advisor Partners, LLC from 2016 to 2022 before joining Concentric. Concentric primarily serves other registered investment advisers and financial institutions as a sub-adviser and overlay manager, while also managing accounts directly for individual and high-net-worth clients. The firm uses a combination of quantitative and qualitative portfolio construction techniques and offers customized implementation tools, including tax-loss harvesting, direct indexing, and ESG overlays.

Navjeet Chahal is a financial advisor with Earned Wealth Advisors, LLC and holds experience dating back to 2007 through prior roles at Chahal & Associates Inc. and Chahal & Associates LLC. He is also involved as a member in several business entities related to commercial real estate and hospitality. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm employs a diversified, buy-and-hold investment approach supported by third-party consultants and an internal investment committee, offering financial planning, discretionary wealth management, and specialized retirement-plan advisory services.

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.

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.