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.

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.

Joaquin Wallace is a financial advisor with Seven Stages Wealth LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His background includes roles at Prudential Financial Planning Services, Penn Mutual, and LPL Enterprise. He also serves as an adjunct instructor at Golden Gate University and engages in media and consulting activities outside of his advisory work. Seven Stages Wealth LLC advises individuals, high-net-worth clients, and businesses, providing discretionary investment management along with written financial planning and consulting. The firm builds portfolios primarily with low-cost, diversified mutual funds and ETFs, employing a long-term investment approach centered on strategic asset allocation informed by fundamental and behavioral analysis.

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.

Ryan Koopmans is a CFP® with four years of industry experience currently serving as the sole advisor at Beacon Veterinary Wealth. He previously worked at Lifeworks Advisors, LLC and Vincere Wealth Management, LLC. Outside of financial advising, he is an associate veterinarian at Antioch Veterinary Hospital, where he provides primary care and surgical services. Beacon Veterinary Wealth offers investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The firm operates as a fee-only adviser using a blend of passive and active strategies, including a focused allocation to Bitcoin, and provides services such as fixed-fee planning, ongoing retirement consulting, and public financial education seminars.

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.

Steven Willis is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He has operated Willis Financial Services, Inc. in Clayton, CA since 2010. Willis is also registered as an insurance agent, though he spends minimal time in this capacity. Willis Financial Services, Inc. provides investment management and comprehensive financial planning to individuals, trusts, small businesses, and certain retirement plans. The firm employs an asset-allocation-driven investment approach focused on passive index funds, cost control, and tax efficiency, while also integrating accounting, tax-preparation, and insurance services.

Rory Vanderheyden is a CFP® with six years of industry experience, currently serving as the sole advisor at Intelligent Investing. He has been associated with Intelligent Investing since 1995. Intelligent Investing is a fee-only independent advisory firm that provides comprehensive financial planning and investment management to individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a strategic asset allocation approach using a core-and-satellite framework with a combination of passive index funds and selective active funds, managing approximately $38 million in client assets across about 66 accounts.

Lance Quesada is a financial advisor at Oak Tree Securities, Inc. with five years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Oak Tree Securities since 2020. Oak Tree Securities provides estate and financial advisory services to individuals and couples, salaried executives, small business owners, and retirees, as well as pension and profit-sharing plan clients. The firm’s investment approach emphasizes diversified allocations with a combination of fixed income and equity exposures, managing accounts on a non-discretionary basis and focusing primarily on non–high-net-worth clients.

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.

Landon Blodgett is a financial advisor at Blodgett Wealth Advisors, LLC with five 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. Blodgett Wealth Advisors, LLC manages approximately $251 million for over 100 clients, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, employing a multi-method investment approach with tailored asset allocation and a broad planning scope that includes corporate structure work and lines-of-credit evaluations.

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.

Jack Holland is a financial advisor at BOLT Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has a varied work history that includes roles in education and appliance repair prior to joining BOLT Wealth Management. BOLT Wealth Management LLC is a small advisory firm serving approximately 120 individual and high-net-worth clients with about $53.4 million in assets under management. The firm provides comprehensive financial planning, portfolio management, retirement plan consulting, educational workshops, and income tax preparation, employing a nondiscretionary investment approach that combines fundamental, technical, and cyclical analysis.

Michael Redlick is a financial advisor with Investment Growth Management, Inc. He holds nine years of industry experience and has operated Redlick Appraisals as a residential appraiser since 2009. His appraisal work is conducted as a sole proprietor and is separate from his advisory activities. Investment Growth Management is a small, long-established registered investment adviser serving individuals, trusts, estates, small businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio management tailored to client goals and provides regular communications and educational presentations beyond standard reporting.

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.

Brendan Fraleigh is a financial advisor at Moment Private Wealth with a Series 65 designation and two years of industry experience. Prior to joining Moment Private Wealth in 2024, he worked at ICONIQ Capital and held various roles related to the University of Notre Dame. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering discretionary investment management and financial planning. The firm focuses on long-term, low-cost, diversified asset allocation grounded in Modern Portfolio Theory, with many client accounts managed on a discretionary basis.

Thomas Mitose is a financial advisor at Forthright Capital with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Bank of America Merrill. Outside of his advisory role, he assists his father with managing a martial arts organization by helping with administrative and teaching duties. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations, primarily employing a passive investment management approach using model portfolios and outside managers as appropriate.

Tonya White is a financial advisor with CSP Financial Group LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has held roles at multiple firms and is involved in creating a financial education course focused on heart, soul, and spirituality. Tonya also participates in non-investment ventures including essential oil sales and leading wellness workshops. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory, asset allocation, and uses third-party managers while also managing held-away workplace accounts with tax-efficient strategies.