Michael Kennedy

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.

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.

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.

Durga Eedara is a financial advisor at Eedara Financials with a Series 65 designation and over 20 years of industry experience, including a long tenure at Franklin Resources Inc from 2002 to 2021. Eedara Financials LLC, founded in 2025, provides discretionary portfolio management to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, and technical analysis alongside various trading strategies, operating under client-granted discretionary authority.

Nicholas Fullerton is a CFP® professional with 17 years of industry experience, operating Fullerton Advisors, LLC since 2008. The firm is an independent advisory practice based in Alamo, CA. Fullerton Advisors serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm provides discretionary and non-discretionary portfolio management, modular financial planning, and pension consulting, using diversified asset-allocation portfolios built primarily with ETFs and mutual funds guided by fundamental and cyclical analysis.