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.

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® with 15 years of industry experience, currently serving at Aspiriant, LLC since 2012. He is based in San Francisco, CA, and holds a Series 63 license. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm provides discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services, including accounting, tax and estate planning, and targeted consulting.

Scott Byrnes is a financial advisor with Laird Norton Wetherby Wealth Management, LLC, holding a Series 65 designation and 10 years of industry experience. He worked at Wetherby Asset Management for 16 years before joining LNW in 2024. LNW serves families and high-net-worth individuals, providing comprehensive wealth planning and investment management for entities such as trusts, estates, foundations, and endowments. The firm employs disciplined strategic asset allocation with global diversification and integrates manager due diligence, tax-aware portfolio placement, alternative investments, and impact investing options.

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.

Jia Xu is a financial advisor at Concentric with five years of industry experience. She holds a Series 65 credential and previously worked at Advisor Partners, LLC from 2016 to 2022 before joining Concentric. Concentric provides discretionary sub-advisory portfolio management and model portfolio construction primarily to other registered investment advisers and financial institutions. The firm integrates quantitative portfolio-optimization software with qualitative oversight to tailor investment accounts, offering specialized strategies such as tax-loss harvesting, ESG overlays, and customizable fixed-income mandates.

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.

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 previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Atlas Capital Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, managing both discretionary and non-discretionary accounts across diverse portfolio 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.

David Hultman is a financial advisor at Corient with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including BancWest Investment Services, LPL Financial, and Summit Trail Advisors. His prior roles include positions at BANK OF THE WEST and D.A. Davidson & Co. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions, incorporating risk management tools and private fund capabilities.

Damien Couture is a CFP® and ChFC® with 34 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. His prior experience includes roles at LPL Financial, Walnut Creek Wealth Management, Cetera Advisor Networks LLC, and Jbc Financial Group, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment approach that combines passive and active management across multiple asset classes.