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.

Karmjit Bath is a Series 65-licensed advisor at Three Oaks Wealth with one year of industry experience. Prior to joining Three Oaks Wealth, Bath held roles at MLOA, TOR Wealth Advisor, and Intel Corporation. Three Oaks Wealth serves individuals, families, trusts, estates, and employer-sponsored retirement plans, offering comprehensive financial planning, discretionary investment management, and retirement plan consulting. The firm uses a strategic, research-driven investment process combining top-down asset allocation and bottom-up security selection to build diversified portfolios.

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 with AFS Investments in Turlock, California, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at AFS Investments since 2012 and previously spent 10 years at Mutual Securities Inc. Andrade is also a licensed life insurance agent involved in the sale and servicing of life insurance policies. AFS Investments provides advisory and planning services to individuals, retirement plan sponsors, trusts, and business entities, managing approximately $56 million across about 140 client relationships. The firm employs both bottom-up stock selection and top-down asset allocation approaches, offering discretionary, non-discretionary, and self-directed engagement options.

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.