Catharine Dombrowski

Joseph Curtis is a financial advisor at Resolve Financial, LLC in Walnut Creek, CA, holding the ChFC® designation and Series 66 license with 13 years of industry experience. He has been with Resolve Financial since 2014 and previously operated under Joseph Patch Curtis from 2007 to 2016. Outside of advising, he is self-employed in insurance sales. Resolve Financial serves individual investors, estates, retirement plans, and trusts, typically working with accounts of $50,000 or more. The firm uses a factor-oriented investment approach based on Modern Portfolio Theory, focusing on broad market exposures with tilts toward small-company and value stocks, and manages accounts on a non-discretionary basis through a third-party platform.

Yoav Karni is the sole advisor at West Coast Financial Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has 15 years of experience in the financial industry. Prior to his current role, he has been operating independently since 2001 and has worked at West Coast Financial Wealth Management since 2011. Outside of advisory work, Karni is a licensed life insurance agent, selling life, disability, long-term care, and Medicare insurance products. West Coast Financial Wealth Management, Inc. serves individual clients by providing tailored financial planning and selecting third-party investment advisers and platforms rather than directly managing portfolios. The firm focuses on client discovery to align goals and risk tolerance with appropriate outside managers, typically maintaining non-discretionary relationships while reviewing third-party reports quarterly.

Michael Power is a CFP® professional with over 30 years of experience, operating Power Investing since 1994. He is also an Enrolled Agent authorized to represent clients before the IRS, providing tax preparation and representation services alongside his investment advisory work. The firm offers discretionary investment management and comprehensive financial planning to individuals, families, and small businesses. Power Investing employs a fundamental analysis approach, emphasizing broad diversification with ETFs and individual securities, and integrates in-house tax services as part of its client offerings.

Corey Berla is a CFA charterholder with nine years of experience at Berla Investment Consulting. He has also worked as an Information Systems Analyst for the City of Walnut Creek since 2013, focusing on IT hardware and software related to server infrastructure. Berla Investment Consulting provides fiduciary investment consulting to a select client base including employee benefit plans, foundations, endowments, corporate funds, insurance companies, and high-net-worth individuals. The firm operates as a non-discretionary consultant emphasizing manager evaluation, performance measurement, and investment policy oversight, and it does not accept asset-based fees or manage individual portfolios.

Vladimir Belinsky is the sole advisor at Hermitage Advisors, Ltd. in Danville, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Hermitage Advisors since 2003. Hermitage Advisors, Ltd. serves a small, concentrated roster of primarily high-net-worth individual clients, providing individualized portfolio management and ongoing investment advice. The firm employs a primarily non-discretionary approach, selecting and monitoring external investment managers based on a multi-decade network of research, with client decisions made collaboratively.

Douglas Buser is a CFP® professional with 29 years of industry experience. He has been with Golden Gate Advisors, Inc. since 1998. Outside of his advisory role, he is a partner in Buser Brothers Real Estate, where he works as a real estate broker. Golden Gate Advisors, Inc. is a family-office registered investment adviser serving accredited, high-net-worth individuals and related entities. The firm employs a core-satellite, active/passive multi-manager investment approach and offers a range of wealth management and retirement plan advisory services.