Kyle Winterbotham is a financial advisor at LNW with 10 years of industry experience. He holds a Series 65 designation and previously worked at WETHERBY ASSET MANAGEMENT from 2006 to 2023 before joining Laird Norton Wetherby Wealth Management, LLC in 2024. LNW serves families and high-net-worth individuals by providing comprehensive wealth planning and investment management for trusts, estates, foundations, and endowments. The firm uses disciplined strategic asset allocations with global diversification and a core-satellite approach, integrating manager due diligence, tax-aware portfolio placement, alternative investments, and impact-investing options.

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 Series 65 and Series 66 licenses and has worked at firms including Morgan Stanley, Bedell Frazier Investment Counselling, and Thomas Weisel Partners LLC. BlueSpring Wealth Management serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment approach involves a customized, iterative policy process supported by proprietary technology and includes strategies such as custom option overlays and hedging for concentrated positions.

Thomas Beaty is a CFP®-certified financial advisor with 28 years of industry experience. He currently works at Citizens Private Wealth and has held prior roles at J.P. Morgan Securities, First Republic Investment Management, Merrill, and DWS Investment Management Americas. His career spans a variety of well-known financial institutions. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management overseen by a Chief Investment Officer, as well as comprehensive services including tax, estate structuring, and business consulting.

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® 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 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.

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 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.

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.

Eric Smith is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. He previously worked at Fisher Investments from 2016 to 2019 before joining Mission Wealth Management. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, personalized financial planning, and investment consulting. The firm employs a “total picture” approach, integrating investment management with tax, trust, legacy, philanthropy, and risk planning, and offers a range of portfolio options including ETFs, institutional mutual funds, direct securities, and alternative investments.