Kyle Winterbotham is a Series 65-licensed financial advisor at LNW with nine years of industry experience. He has worked at Laird Norton Wetherby Wealth Management, LLC since 2024 and was previously with Wetherby Asset Management from 2006 to 2023. LNW provides integrated wealth management and trust services primarily for high-net-worth individuals, families, and related entities. The firm’s investment approach centers on customized policy statements, strategic asset allocation with global diversification, active manager due diligence, and incorporates tax-aware and impact investing strategies.

John Bruno Jr. is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Wedbush Securities Inc. He previously worked at J.P. Morgan Securities and has been with Wedbush in various capacities since 2017. Wedbush Securities Inc. provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm delivers discretionary and non-discretionary portfolio management alongside research and prime broker services.

John Chang is a financial advisor at BlueSpring Wealth Management, LLC with 13 years of industry experience. He holds the Series 65 and Series 66 licenses and previously worked at Kestra Financial Inc., Capital Planning Advisors LLC, Bedell Frazier Investment Counselling, LLC, and Morgan Stanley. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering a range of investment management and financial planning services. The firm employs a customized investment process overseen by an Investment Committee and provides access to independent managers and private placement opportunities for accredited investors.

Thomas Beaty is a CFP® and Series 66 designated advisor with 27 years of industry experience. He is currently with Citizens Private Wealth, where he has worked since 2024, following a 13-year tenure at First Republic Investment Management and related entities. His experience also includes a brief period at J.P. Morgan Securities. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and a range of institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers discretionary and non-discretionary portfolio management, alongside specialized services such as ERISA plan advisory, tax and estate structuring, and business consulting for multigenerational families and closely held businesses.

Geoffrey Zimmerman is a Certified Financial Planner (CFP®) with 28 years of industry experience. He has worked at Integrated Advisors Network LLC since 2018 and previously spent 11 years at Mosaic Financial Partners, Inc. He holds Series 63 and Series 66 licenses. Integrated Advisors Network is an SEC-registered multi-team investment adviser that serves individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm offers portfolio management, financial planning, and related consulting, employing a variety of investment approaches and frequently uses third-party sub-adviser platforms to implement client plans.

Kathleen Fereday is a financial advisor at Prosperity Wealth Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prosperity Wealth Management since 2020. Prior to that, she was associated with Fortune Financial Services, Inc. and has provided independent recruiting services to financial advisors through Advisor Consulting since 2017. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million for about 1,600 clients and emphasizes tailored portfolio supervision with quarterly reviews, employing multiple methods of analysis and conducting due diligence on third-party managers.

Bryan Lee is a financial advisor at Concentric with five years of industry experience. He holds a Series 65 designation and previously worked at Advisor Partners, LLC for four years. Concentric provides discretionary sub-advisory portfolio management and model portfolio construction primarily to other registered investment advisers and financial institutions, using quantitative portfolio-optimization software combined with qualitative oversight to customize accounts. The firm’s services include tax-loss harvesting, ESG overlays, and specialized strategies such as leveraged long/short tax-aware approaches, and it is known for servicing a high volume of clients through sub-advisory relationships.

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.

John Mooser is a financial advisor with BlueSpring Wealth Management, LLC, holding a Series 65 credential and no prior industry experience. His professional background includes roles at Kestra Financial Inc., Capital Planning Advisors LLC, Bedell Frazier Investment Counselling, and other firms. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by providing investment management, financial planning, and retirement plan consulting. The firm’s customized investment approach incorporates a proprietary application and offers specialized strategies, targeting primarily higher-net-worth and institutional clients.

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.