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.

Jiayi Xu is a CFP® professional with five years of industry experience, currently serving as the sole advisor at Global Wealth Harbor. Prior to founding the firm, Xu worked at BizCatcher International, Carnegie Mellon University, and The Stanich Group LLC. Global Wealth Harbor provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of investment vehicles including mutual funds, ETFs, non-U.S. securities, private placements, and venture capital funds. The firm employs a combination of analytical methods and maintains a long-term trading approach, offering discretionary portfolio management and subscription-based financial planning.

James Koch is the principal advisor at Koch Capital Management LLC, an independent firm based in Alamo, CA. He holds a Series 65 designation and has 17 years of industry experience. Koch also operates the Informed Household financial-education platform. Koch Capital Management LLC provides investment management and retirement-planning services to individuals, families, and trusts. The firm uses a structured retirement planning approach, offering discretionary portfolios and a fixed-fee retirement program, with a focus on active risk management techniques and integrated client collaboration tools.

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.

Robert Regan is the principal of Regan Financial Group, LLC in Danville, CA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has led Regan Financial Group since 2016. Outside of his advisory work, Regan serves on the St. Mary's College Alumni Board and acts as an insurance agent specializing in life, disability income, long-term care, and property and casualty insurance. Regan Financial Group provides investment management and financial planning services primarily to individual clients, as well as trust, estate, and retirement-plan clients. The firm employs an academic, factor-based investment approach grounded in Modern Portfolio Theory and the Fama-French model, constructing broadly diversified portfolios and generally managing assets on a non-discretionary basis.

Michael Mccoy is a financial advisor at Arden Wealth Management with 22 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Securities Corporation and Securities America Advisors. In addition to his advisory role, he is a licensed insurance agent offering disability insurance, fixed and indexed annuities, and traditional life insurance products. Arden Wealth Management serves individual clients by providing portfolio management and financial planning, focusing on mutual funds, equities, ETFs, fixed income securities, annuities, and Treasury Inflation-Protected Securities. The firm uses a documented process that incorporates various analytical techniques and manages accounts on a discretionary or non-discretionary basis, with monthly reviews and custodial reporting.

Michael Lickiss is a financial advisor at Pacific Wealth Advisory Services LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at PKS Investments, Arkadios Wealth Advisors, Arkadios Capital, Resource Investment Architects, Inc., and Investment Architects, Inc. Outside of his advisory work, he is involved in performing and recording music with The Lk Project and tutors high school students in science and math. Pacific Wealth Advisory Services LLC provides discretionary portfolio management and advisory services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis across a diverse range of investment vehicles, managing approximately $98.7 million in client assets across more than 200 accounts.

Ravi Ganjoo is the sole advisor at RG Capital Management, LLC, an independent firm based in Danville, California. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 22 years with his current firm. RG Capital Management provides discretionary investment management primarily for individual and high-net-worth clients through diversified portfolios and a combination of fundamental and technical analysis. The firm employs both long- and short-term trades, occasionally using leverage and derivatives, and offers fee arrangements based on assets or performance.

Leon Mazza is a financial advisor at Heritage Grove Wealth Management, LLC in Danville, CA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments, Fidelity Brokerage Services LLC, and Fisher Investments. Heritage Grove Wealth Management provides fee-based wealth management primarily for high-net-worth individuals, trusts and estates, foundations, and select institutional clients. The firm offers customized portfolios through fundamental analysis, strategic asset allocation, and tax-efficient investment selection, avoiding model portfolios and third-party managers.

Ryan Dolan is the managing partner of Dolan Partners LLC in Danville, CA, holding the CFP® designation with 15 years of industry experience. He has led Dolan Partners since 2008. Outside of his advisory role, he manages administrative and operational tasks for two multifamily real estate holdings unrelated to investment advice. Dolan Partners provides financial planning, wealth management, and discretionary investment management primarily for individual and high-net-worth clients. The firm customizes portfolios using ETFs, individual securities, and mutual funds, focusing on long-term capital appreciation, risk control, and tax efficiency.

Robert Jersin is the principal of Jersin Financial Services in Danville, CA, where he has worked since 2003. He holds the CFA® designation and Series 63 license, with 15 years of industry experience. In addition to his advisory role, he serves as president of an affiliated income tax preparation business, dedicating significant time to both tax and investment services. Jersin Financial Services provides investment management and financial planning to individuals as well as pension and profit-sharing plan clients. The firm integrates income tax planning and in-house tax preparation with investment decisions to address multi-year tax effects and improve after-tax returns.

Sulaiman Parwiz is a financial advisor at Golden Lion Wealth Management, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, KELLER WILLIAMS, Parwiz Consulting, and Coaching Partner USA LLC. Golden Lion Wealth Management provides investment advisory and planning services to individual investors, trusts, and employer-sponsored retirement plans. The firm emphasizes individualized asset allocation and ongoing portfolio monitoring, and offers a distinctive retirement plan consulting service that includes ERISA fiduciary support and broader business-oriented planning.

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.

Faruk Jaffer is a CFP® and ChFC® affiliated with Index Gurus, Inc. in Concord, CA, with eight years of industry experience. His background includes teaching roles at UC Berkeley and UCSC Extension Silicon Valley, as well as a year at Google. He has been with Index Gurus, Inc. since 2007. Index Gurus serves individual investors, trusts, estates, charitable organizations, and small investment entities with personalized financial planning and investment advisory services. The firm focuses on passive, asset-class investing with global diversification, primarily using ETFs, index funds, and mutual funds, and provides ongoing account reviews and educational outreach.

Michael Ching is a financial advisor at Nardene Wealth Management Inc in Brentwood, CA, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Nardene Wealth Management since 2008. Nardene Wealth Management provides investment management and comprehensive financial planning services to individuals, businesses, charities, and small pension plans. The firm combines fundamental and technical analysis to manage diversified portfolios and collaborates with third-party managers to offer specialized investment strategies.