Samson Kam Long Chan

Andrew Redlick is a CFP® with 12 years of industry experience, currently serving as an advisor at Investment Growth Management, Inc. He has been with the firm since 2014, including its predecessor entity, and holds a Series 65 license. Investment Growth Management, Inc. is a long-established registered investment adviser dedicated to helping a select group of clients build, preserve, and achieve their most meaningful financial goals. The firm manages client portfolios through long-term, diversified asset allocation tailored to each client’s goals and risk tolerance, and is notable for its regular client communications and ongoing educational presentations.

Joseph Scerbo is a financial advisor at PRIMERICA ADVISORS and holds Series 6, 63, and Series 65 licenses. Joseph Scerbo works with business owners, self-employed professionals, and people who hope to start their own business one day. He helps clients with investment advising, retirement planning, and business retirement plans, along with retirement distributions and survivor education. He brings that perspective from firsthand experience as an entrepreneur. In January 2003, he founded and ran his own electrical and HVAC contracting company, where he navigated both the 2008 financial crisis and the COVID pandemic while keeping his employees working. That background gives him a practical understanding of the day-to-day challenges business owners face. In 2024, Joseph pivoted into offering securities, bringing his experience as an employer and small business owner to his work with clients. He operates on a fee-based model and focuses on helping business owners plan for retirement and beyond. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of advisors

Louis Romero III is a financial advisor with OSAIC in San Ramon, CA, holding a Series 66 designation and 19 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for nine years and MetLife Securities Inc. for one year. Outside of advisory work, he owns and operates Sentinel Wealth Strategies, providing financial planning and annuity sales. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and investment options through a large network of financial advisers.

Dave's experience in investment management and financial planning uniquely position him to serve as his client's independent trusted advisor - a personal chief financial officer that can discreetly navigate the tides affecting your financial life. ​ Professional highlights include portfolio management on Union Bank municipal investment team which earned recognition as the best in the industry by Barron's in 2008 and 2009; lead investment management responsibility at a $300M financial planning firm; and working with amazing entrepreneurs, executives, and families. ​ David's education includes a Chartered Financial Analyst (CFA) designation, a Certified Financial Planning (CFP) designation, and a U.C. Berkeley bachelor's degree where he conducted a study on evidenced based investment management with Haas Professor of Investments David Distad. ​ David launched PFM to continue building upon his vision of complete personal financial management: discreet and unwavering focus on how expert financial management can help a client achieve her goals. From setting and achieving goals, to preparing you for all of life's contingencies and investing for your future - David helps his client's understand what they should be doing, and then helps them get it done.

Megan Rouse is the principal of Megan Rouse Financial Planning in Dublin, California, holding the CFP® designation and a Series 65 license with 17 years of industry experience. She is also a California Licensed Professional Fiduciary and operates a separate fiduciary services business. Megan has provided financial planning services since 2009. Her firm advises individuals, families, and small businesses with comprehensive or segmented financial planning, focusing on non-discretionary advice and low-cost investment options such as mutual funds and ETFs. The firm uses project, hourly, or retainer fee structures and does not manage client assets or take custody of funds.

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.