Brandon Halliday

Robert Hillberg is the principal of Hillberg Capital Management, LLC in Turlock, California, and holds the PFS™ designation. He has 21 years of experience in financial advising and has operated his investment advisory firm since 2004. In addition, he has been a partner at Hillberg & Co, CPAs since 1980, providing tax, accounting, and general business services outside of investment advising. Hillberg Capital Management is a fee-only registered investment adviser serving individuals, trusts, retirement plans, and businesses. The firm focuses on strategic asset allocation and diversification, primarily using mutual funds and ETFs, and integrates its investment management with the affiliated CPA practice for coordinated tax and financial planning.

Kevin Berger is the sole advisor at Berger Asset Management, Inc. in Turlock, CA, holding a Series 63 credential with 14 years of industry experience. Prior to founding his firm, he worked at Berger & Company, CPAs for 18 years. Outside of his advisory role, he serves as president and director of several non-investment related companies, including Colonize Media, Inc., a digital media distribution firm, as well as employee benefit administration and consulting companies. Berger Asset Management provides discretionary portfolio management and advisory services to individuals, corporations, pension and profit-sharing plans, and estates and trusts. The firm employs a fundamental, value-oriented investment approach focused on large- and mid-cap securities, tailoring portfolios to client objectives and incorporating various instruments such as equities, debt, mutual funds, ETFs, options, and limited futures.

Matthew Lewis is a financial advisor at TechView Wealth Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, and Enter Capital Group, Inc. He has been with TechView Wealth Advisors since 2017. TechView Wealth Advisors serves technology entrepreneurs, private business owners, and cross-border individuals and families investing in the United States. The firm offers financial planning and portfolio management using a combination of active and passive strategies, focusing on individualized planning and services tailored to international clients.

Rachel Pierini is a financial advisor at Provident Living Financial Services with nine years of industry experience. She holds a Series 65 designation and has been with Provident Living since 2015. Outside of her advisory role, Pierini owns QB Business Solutions, LLC, which provides life and financial advocacy services, notary services, and administrative support. Provident Living Financial Services serves individuals, trusts, estates, nonprofit organizations, and business clients with discretionary portfolio management, financial planning, and group retirement plan investment management. The firm employs a blended advisory and financial wellness model, offering multi-tiered membership plans and concierge services alongside its investment programs.

Glenn Andrade is a financial advisor at AFS Investments with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Advisors, LLC and Mutual Securities Inc prior to his current role. Outside of advisory work, he is a licensed life insurance agent involved in the sale and servicing of life insurance policies. AFS Investments is a family-owned registered investment adviser serving individuals, trusts, retirement plan sponsors, and business entities. The firm employs both a bottoms-up stock selection process and a top-down asset allocation approach, offering discretionary and non-discretionary portfolio management along with ERISA fiduciary consulting and retirement plan management.

Arthur Askil is a financial advisor at Titan Capital Management with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Titan Capital Management since 2005 in its various entities. Titan Capital Management provides discretionary portfolio management and financial planning services to individuals, businesses, pension and profit-sharing plans, and other registered investment advisors. The firm employs a Global Tactical Asset Allocation approach using proprietary quantitative models to adjust asset allocations dynamically across an aggressive-to-conservative risk spectrum.