Gillian Lim

John Gardner is a CFP®-certified financial advisor with 36 years of industry experience. He has worked at Equity Research & Portfolio Evaluation, Inc. since 2001. Gardner is the sole advisor at Blackhawk Wealth Advisors, an independent firm based in Danville, CA. Blackhawk Wealth Advisors provides discretionary investment management, financial planning, and independent security research to individuals, trusts, estates, and investment companies. The firm employs a proprietary blend of fundamental and technical analysis to manage portfolios across various asset classes, focusing on risk reduction and predictable income through both long- and short-term strategies.

Kevin Hummel is the sole advisor at Run Free Capital LLC, a state-registered investment adviser based in San Ramon, CA. He holds a Series 65 designation and has been involved in financial services since 2025. His background includes work as an options trader and financial engineer, an MBA, and a brief period in clinical nursing. Outside of advising, he operates a sole proprietorship managing real estate rental properties. Run Free Capital LLC provides financial planning and discretionary investment management services to individual clients. The firm employs a long-term, research-based investment approach combined with fundamental, technical, and cyclical analysis, and offers portfolio management across various asset classes including mutual funds, ETFs, equities, bonds, and REITs.

Sarah Huang is a CFP® professional with 31 years of experience in the financial services industry. She is the owner and sole advisor at New Spring Financial Planning, LLC, an independent firm she has operated since 2012. Prior to founding New Spring, she worked at Purshe Kaplan Sterling Investments for 11 years. New Spring Financial Planning provides financial planning, investment management, and consulting services to individual investors, high net worth clients, trusts, estates, retirement plans, and business entities. The firm emphasizes customized, non-discretionary portfolio management with a disciplined, conservative, long-term approach based on client objectives and risk tolerance.

Jeffrey Muhr is a financial advisor with Muhr Advisory Group in Clayton, CA, holding a Series 65 designation and eight years of industry experience. He has been with Muhr Advisory since 2003 and also operates Clayton Tax Consultants, where he provides tax preparation services. Muhr Advisory Group is an independent, fee-only firm serving individuals and various entities such as pension plans, trusts, and charitable organizations. The firm employs an integrated asset-allocation approach and manages approximately $51.6 million in client assets, primarily on a non-discretionary basis.

Thomas Manetta is a financial advisor with Manetta Wealth, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at several firms, including Perigon Wealth Management and Anthem Wealth Partners. Manetta is dually registered with both Manetta Wealth Management and Perigon Wealth Management. Manetta Wealth Management provides discretionary portfolio management primarily for high-net-worth individuals, focusing on customized investment policy statements and portfolios concentrated in equities and fixed income. The firm employs a combination of charting, fundamental, quantitative, and technical analysis within a modern-portfolio framework, operating with discretionary trading authority and maintaining a relatively small client roster.

Lincoln Edgar is the sole advisor at Edgar Investment Management LLC, an independent firm based in Danville, CA. He holds Series 63 and Series 66 designations and has 16 years of industry experience, including 17 years with his current firm. Edgar Investment Management is a fee-only registered investment adviser that manages approximately $5.93 million in discretionary accounts. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, focusing on disciplined equity investing through a proprietary screening process targeting “Stable Growth” companies and complementing stock holdings with sector and fixed-income ETFs for diversification.