Michele Sine is a financial advisor with ImpactAdvisor LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked in real estate with Berkshire Hathaway HomeServices Drysdale Properties since 2017 and Coldwell Banker Residential Brokerage prior to that. In addition to her advisory role, Michele holds a California Real Estate Sales License and occasionally advises clients on property transactions. ImpactAdvisor LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and retirement plans. The firm manages portfolios using a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, offering a range of strategies including separately managed accounts, digital indexing, private placements, and real estate investments.

Brian Hogan is a financial advisor at Stonebridge Capital Management NW, LLC with 22 years of industry experience. He has been with Stonebridge since 2009 and holds Series 63 and Series 66 designations. Stonebridge Capital Management NW, LLC provides discretionary portfolio management and investment supervisory services to individuals, high net worth clients, charitable institutions, foundations, and endowments. The firm customizes investment allocations using a three-part framework of Core, Alpha, and Alternatives strategies to diversify and manage volatility, and emphasizes professional judgment alongside model inputs in its management approach.

Emma Cockerton is a Series 65-licensed advisor with Florin Pensions LLC, based in San Francisco, CA. She has 12 years of industry experience and has been with Florin Pensions since 2012. Florin Pensions LLC specializes in pension consultancy and investment advice for UK expatriates and other nationals residing in the United States who have UK-based pension plans. The firm provides written pension reviews, transfer assessments, and recommendations for pension trustees and investment managers, focusing on UK/EU pension arrangements rather than general portfolio management.

Kelly Kane is a CFP® and ChFC® with 26 years of industry experience, currently serving at Broadwing Capital Advisors, Inc. since 2003. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a member of the advisory board and a limited partner of LA Ballena Mexico Partners, LLC, where she provides business advice to general partners. Broadwing Capital Advisors offers discretionary portfolio management and financial planning for individuals, families, and trusts, along with non-discretionary investment advice to employer-sponsored retirement plans. The firm manages model portfolios focused on low-cost ETFs and dividend-paying stocks, using fundamental screening and third-party research to guide investment decisions.

Michael Johnson is a CFP® and CFA® with 10 years of industry experience. He has been with Benningfield Financial Advisors, LLC since 2014, where he serves as one of three advisors. Benningfield Financial Advisors provides integrated financial planning and discretionary investment management to high-net-worth individuals and families, as well as pension and charitable accounts. The firm employs a strategic asset allocation approach, combining passive index and ETF investments with select active managers, and manages accounts under limited discretionary authority.

Mark Sifling is a CFP® with 20 years of experience in financial advising at Simple Life Financial, where he has been a principal since 2006. He also serves as the principal consultant of Blu Pagoda LLC, a management consulting firm that provides services to financial companies. Simple Life Financial offers investment advisory and financial planning services to individuals, families, small businesses, and related entities, with experience serving multi-generational households through tailored investment profiles, cash-flow and liquidity planning, and coordination with clients’ other professional advisors.

Alexander Boeri is a CFP®-certified financial advisor with seven years of industry experience. He currently works at Miller Avenue Advisors LLC, where he has been since 2021. Prior to that, he held roles at Fiduciary Financial Group and Brighton Jones LLC. Miller Avenue Advisors serves individual and high-net-worth clients, small business owners, and qualified retirement plans, offering discretionary asset management, ongoing financial planning, and limited ERISA 3(21) fiduciary services. The firm also facilitates private placement investments for qualified clients and manages portfolios tailored to client goals with quarterly monitoring and integrated reporting.

Kurt Rauzi is a financial advisor at Dedicated Capital Advisors, LLC in San Francisco, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including a prior role at Gordian Investments, LLC from 2015 to 2016. Dedicated Capital Advisors primarily serves high-net-worth individuals, their families, and related business entities by providing comprehensive financial planning and investment advisory services. The firm uses a structured four-phase process and typically allocates client assets to independent third-party managers, emphasizing multidisciplinary planning and outsourced portfolio management.

Glen Calkins is a financial advisor at Ketron Financial LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at Western International Securities, Inc. since 2016 before joining Ketron Financial in 2024. Ketron Financial serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans and charitable organizations. The firm employs a long-term trading approach that combines fundamental analysis, modern portfolio theory, and quantitative methods, offering diversified investment options and discretionary portfolio management.

Evan Ke is a CFA® charterholder with seven years of industry experience. He currently serves as a financial advisor at Van Strum & Towne Inc, where he has worked since 2026. Prior to this, he was with SKBA Capital Management and Nari Suda LLC. Van Strum & Towne primarily serves high net-worth individuals and manages accounts for a variety of clients including trusts, foundations, and pension plans. The firm focuses on fundamental analysis for stock selection, capital preservation, and long-term growth, maintaining generally low portfolio turnover and tailoring asset allocation to client objectives.

Cathy Jackson Gent is a financial advisor at Global Investment Company with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research Advisors and OZI Company, LLC. Outside of her advisory role, she is involved in several nonprofit and community organizations, including serving as a founder of the Women’s Chamber of Commerce and holding leadership roles in local advisory councils and nonprofit boards. Global Investment Company provides portfolio management, financial planning, and pension consulting to individuals, including high net worth clients, and charitable organizations. The firm uses model portfolios and third-party money managers, focusing primarily on asset allocation and employing a range of investment strategies and instruments.

Holly Ruxin is a financial advisor at Montcalm TCR LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Montcalm TCR since 2012. Outside of her advisory role, she serves on the Board of Directors of the Crypto Company, where she participates in governance and committee decisions related to compensation, audit, and governance. Montcalm TCR LLC provides customized investment management primarily for individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary, asset-allocation based portfolios using fundamental and technical analysis and also sponsors a private fund focused on early-stage and privately placed securities.

Nikhil Bhardwaj is a financial advisor at Trillium Investments with 14 years of industry experience. He holds a Series 65 designation and previously worked at Carlson Financial Management for 16 years before joining Trillium Investments in 2022. Trillium Investments offers discretionary investment management along with financial, retirement, estate, and tax planning services primarily for individual and high-net-worth clients. The firm employs a tax-aware, value-oriented investment process with a focus on risk controls, diversification, and defined time horizons.

Joseph Desipio is a CFP®, CFA®, and ChFC® with 17 years of industry experience. He is the principal advisor at Wellington Capital Advisors, LLC, an independent firm he has led since 2019. He also serves as president of Vector Capital Management, Inc., where he provides capital markets advisory and financial modeling services, and teaches economics courses as an adjunct instructor at Delaware County Community College. Wellington Capital Advisors offers discretionary portfolio management and integrated financial and tax planning services to individuals, families, foundations, trusts, and businesses. The firm’s investment approach is based on fundamental analysis and long-term value orientation, utilizing a range of strategies including ETFs, equities, bonds, alternative investments, derivatives, and option overlays.

Alexander Harmsen is a financial advisor at Global Predictions Inc with a Series 65 designation and three years of industry experience. Prior to his current role, he worked at Iris Automation for six years and serves as chairman there. He also acts as a technical advisor at VeriSIM Life. Global Predictions provides online, non-discretionary portfolio allocation recommendations to individual investors through its web application, PortfolioPilot. The firm uses quantitative, model-based analysis and machine learning to deliver personalized investment guidance and tax optimization tools, while clients retain full discretion and custody.

Techi Carreon is a financial advisor at Baker Street Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Investor's Fiduciary Advisor Network, LLC and Raymond James Financial Services Advisors, Inc. Carreon was also involved with LiteBite, Inc. for eight years. Baker Street Asset Management provides discretionary portfolio management and financial planning to individuals, institutions, corporations, registered investment advisors, and retirement plans. The firm utilizes a combination of research, quantitative analysis, and multiple investment methodologies to manage portfolios, which may include equities, fixed income, mutual funds, ETFs, and various trading strategies.

Antonio Kwok is a financial advisor at AK Global Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with AK Global Asset Management since 2005. AK Global Asset Management provides personalized portfolio management services to individuals, retirement plans, trusts, estates, corporations, and other business entities, focusing primarily on individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis, including long- and short-term trading strategies, and manages roughly $117.8 million in discretionary assets across a small client roster.

Sampurna Khasnabis is a financial advisor at Nia Impact Capital with a Series 65 designation and four years of industry experience. Prior to joining Nia Impact Capital, she held roles at the University of Chicago, Ashoka University, the Centre for Civil Society, and Amnesty International India. Nia Impact Capital provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, using a proprietary Six Solutions Themes framework and gender-lens screening to guide investment decisions. The firm is notable for acting as adviser and sponsor to a registered mutual fund while also serving other advisers and program sponsors.

Wheelock Bingham is a financial advisor at Bingham Private Wealth, LLC with 18 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for 10 years before joining his current firm. Bingham is a licensed insurance agent and dedicates a small portion of his time to insurance sales and implementation. Bingham Private Wealth, LLC advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary wealth management, customized investment management, financial planning, and retirement-plan advisory services. The firm employs fundamental analysis with a long-term orientation, utilizes third-party artificial intelligence tools for investment research, and incorporates options and other derivatives in client accounts.

James Collins is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He is affiliated with Van Strum & Towne Inc, a firm operating since 1998. Van Strum & Towne primarily serves high net-worth individuals and manages accounts across a variety of entities including trusts, foundations, and retirement plans. The firm focuses on fundamental analysis for stock selection, capital preservation, and long-term growth, managing approximately $430 million in assets with a small advisory team.