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.

Lance Quesada is a financial advisor at Oak Tree Securities, Inc. with six years of experience, holding Series 63, Series 65, and Series 66 licenses. He has been with Oak Tree Securities since 2020 following his time as a student from 2016 to 2020. Oak Tree Securities, Inc. provides estate and financial advisory services to individuals, couples, executives, small business owners, and retirees, focusing on portfolio analysis, retirement projections, tax and estate planning, and brokerage investment advice. The firm emphasizes diversified allocations with a buy-and-hold investment strategy, managing accounts on a non-discretionary basis with ongoing client reviews.

Leslie Wolfson is a financial advisor at Wolfson Wealth Management with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Delta Brokers since 2011 alongside her role at Wolfson Wealth Management, which she joined in 2010. Outside of her advisory work, she owns a real estate brokerage that operates independently of her financial services. Wolfson Wealth Management serves individual and high-net-worth clients with discretionary asset management and financial planning, offering tailored portfolios that include a variety of securities and investment strategies. The firm combines fundamental, technical, and cyclical analysis, employing approaches from long-term holdings to short-term trading and options transactions.

Glenn Wolfson is a Series 65-licensed advisor with 14 years of industry experience, currently serving clients through Wolfson Wealth Management and Delta Brokers. He also works as a solutions consultant for Ceridian, focusing on HR, payroll, and tax filing services. Wolfson Wealth Management provides discretionary asset management and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental, technical, and cyclical analysis across various investment strategies. The firm offers personalized investment plans and retirement reviews, with portfolios regularly monitored and rebalanced to meet clients’ objectives and risk tolerances.

Daniel Quesada is a financial advisor with Oak Tree Securities, Inc. in Brentwood, CA, holding a Series 63 designation and 49 years of industry experience. He has been with Oak Tree Securities since 1986. Outside of his advisory role, he is involved in life insurance sales through Lakeview Financial on a commission basis. Oak Tree Securities provides estate and financial advisory services to individuals, couples, executives, small business owners, retirees, and fiduciary entities, focusing on diversified investment allocations managed on a non-discretionary basis without market timing.

Daniel Miladinovich is a CFP® with 10 years of experience in the financial industry. He is currently an advisor at DKM Wealth Management, Inc., where he has worked since 2021. Prior to this, he held roles at Litman Gregory Asset Management, LLC and Northwestern Mutual in various capacities from 2014 to 2021. DKM Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses. The firm uses a discovery process to tailor portfolios based on client objectives and risk tolerance, employing fundamental analysis and a mix of investment strategies with ongoing monitoring and rebalancing.

Landon Blodgett is a financial advisor at Blodgett Wealth Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mercer Advisors, Insight Capital Management, Fisher Investments, and Charles Schwab & Co., Inc. Blodgett Wealth Advisors, LLC manages approximately $251 million for around 103 clients, serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-method investment approach and offers discretionary portfolio management along with financial planning and retirement plan consulting.

Devin Blodgett is a CFP® with 12 years of industry experience, currently serving as an advisor at Blodgett Wealth Advisors, LLC since 2021. Prior to this, he worked at Intersect Capital LLC for six years. Blodgett Wealth Advisors manages approximately $251 million for a diverse client base including individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-method investment process and offers discretionary portfolio management alongside comprehensive financial planning and retirement consulting.

Zachary Welz is a CFP® and holds a Series 66 license with three years of industry experience. He is currently an advisor at DKM Wealth Management, Inc. and previously worked at Fidelity Investments. Outside of finance, he has been involved with sports organizations including Fan Controlled Football and several minor league baseball teams. DKM Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses. The firm uses a discovery process to tailor portfolios based on client objectives and risk tolerance, employing fundamental analysis and a blend of long- and short-term strategies with ongoing monitoring and rebalancing.

Jack Holland is a financial advisor at BOLT Wealth Management LLC in Brentwood, CA. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he worked in education and other fields including positions at Liberty Union School District, Grand Canyon University, and Gold Coast Appliance Repair. BOLT Wealth Management LLC is a team-based registered investment adviser serving individuals, small businesses, and retirement plan sponsors. The firm provides customized financial planning, portfolio management, retirement-plan advice, educational workshops, and tax preparation, managing approximately $41.3 million for about 121 clients.

Taylor Welz is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 28 years of industry experience. He is currently with DKM Wealth Management, Inc., where he has worked since 2022. His prior experience includes roles at LG Asset Management, Litman Gregory Asset Management, and running Welz Financial Services, Inc. for over a decade. DKM Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses. The firm uses a discovery process to tailor portfolios based on clients’ investment objectives, risk tolerance, tax considerations, and liquidity needs, employing fundamental analysis and a mix of long- and short-term strategies with ongoing monitoring and rebalancing.

Dennis Blodgett is a financial advisor at Blodgett Wealth Advisors, LLC in Brentwood, CA, holding a Series 63 designation and bringing 23 years of industry experience. He previously worked at Intersect Capital LLC for 20 years before joining his current firm in 2021. Blodgett Wealth Advisors, LLC manages approximately $251 million for over 100 clients, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, implementing portfolios with a range of asset types and employing multiple analytical methods alongside tailored asset allocation strategies.

Richard Von Hurst is a financial advisor with Lifemark Securities Corp. in Pittsburg, CA, holding Series 63 and Series 65 credentials and totaling 32 years of industry experience. His prior roles include a one-year tenure at Foresters Equity Services, Inc., and nine years as an independent insurance agent. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of programs such as Unified Managed Accounts, Separately Managed Accounts, and Fund Strategist Portfolios, with investment advice tailored through risk assessments and managed on discretionary or non-discretionary bases.

Amaya Fine is a Series 65-licensed financial advisor at MissionSquare Retirement with five years of industry experience. Prior to joining Icma Rc in 2020, she worked at Regas Group Environmental Consultants and The Restoration CleanUp Company. MissionSquare Retirement provides retirement plan administration, recordkeeping, and advisory services primarily to state and local government employers, their employees, and certain nonprofit entities. The firm offers Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management, serving over 40,000 participants through a multi-team advisory structure.

Joie Hurtado Wyatt is a financial advisor with Northwest Asset Management in Oakley, CA, holding a Series 65 designation and one year of industry experience. Prior to joining Northwest Asset Management, Wyatt worked in various roles including Absolute Independent Living Service and Uber. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm follows a fiduciary approach with customized portfolio construction based on Modern Portfolio Theory, strategic asset allocation, and both fundamental and technical analysis.

Nancy Hairsine is a CFP® with 36 years of experience in financial planning and insurance. She has operated Lifetime Planning from 2007 to 2025 and has been an independent insurance agent since 2000. Hairsine serves as a board member of the Pittsburg Chamber of Commerce. She is affiliated with LifeMark Securities Corp., a firm providing fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering tailored investment programs and retirement-plan consulting.

Christopher Logue is a financial advisor with Lifemark Securities Corp. in Pittsburg, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Lifemark Securities since 2018 and previously spent seven years at Foresters Equity Services, along with running Logue Asset Management since 2000. Outside of his advisory role, he serves on the Housing Loan Advisory Committee for the city of Oroville. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, offering a range of portfolio management options and tailored advice based on risk assessments.

Ryan Koopmans is a financial advisor at Lifeworks Advisors, LLC with four years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Vincere Wealth Management, LLC. Outside of finance, he serves as an associate veterinarian at Antioch Veterinary Hospital, where he performs primary care and surgical duties. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche approach alongside traditional risk models, using factor-based equity strategies, ETFs, and third-party managers to implement portfolios.

Roger Tran is a CFP® professional with six years of industry experience, currently serving as an investment advisor representative at Boldin Advisors and Core Planning. His prior experience includes roles at Facet Wealth, Wells Fargo, and L'Argent Ventures. Tran has also been involved with the Oakland Vietnamese Chamber of Commerce. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, focusing on written plans and fixed or hourly engagements. The firm follows Modern Portfolio Theory with an emphasis on low-cost, diversified indexed funds and ETFs, without managing client portfolios or holding custody of assets.

Christopher Sullivan is a CFP® professional with 39 years of experience in the financial services industry. He is currently with Sequent Planning, LLC and Futurity First Investment Group, having previously worked at Mutual of Omaha and Mutual of Omaha Investor Services, Inc. Sullivan serves as the volunteer President of the nonprofit Discovery Bay Recreation & Sports, Inc. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets and offers ETF-based strategic models, discretionary asset management, and a comprehensive suite of financial planning and retirement consulting services.