Richard Connett is a CFP® professional with 30 years of industry experience. He has worked at Integrity Wealth Partners, LLC since 2021 and previously spent 12 years at Ameriprise Financial Services, Inc. Integrity Wealth Partners advises individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary asset management, financial planning, and retirement plan consulting. The firm uses a tailored portfolio approach with continuous supervision and employs option strategies, derivatives, and margin in separately managed accounts.

Kimberly Melo is a financial advisor at TerraFirma Wealth Partners with 14 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Edelman Financial Engines for 13 years before joining TerraFirma in 2024. TerraFirma Wealth Partners provides wealth management and investment advisory services to individuals and high-net-worth clients, managing approximately $118.5 million across about 94 client relationships. The firm employs a fundamental, long-term investment approach with a focus on asset allocation and ongoing due diligence, utilizing low-cost ETFs, mutual funds, individual stocks, and independent managers when appropriate.

Dale Haithcock is a financial advisor at Auxi Asset Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Auxi Asset Management since 2005, also working at Triad Advisors and Mutual Securities, Inc. His professional background includes managing investment portfolios of equities, ETFs, and mutual funds for high-net-worth clients. Auxi Asset Management provides investment and portfolio management services to individuals, corporations, and institutions, employing an active, multi-strategy approach across various asset classes. The firm manages approximately $99.4 million for 58 clients and offers both discretionary and non-discretionary advisory services, including private pooled investment vehicles.

Jason Fang is a CFP® with 19 years of experience in financial advising. He currently serves at TerraFirma Wealth Partners, where he has worked since 2024. His prior experience includes roles at Edelman Financial Engines and related affiliates from 2014 to 2024. TerraFirma Wealth Partners provides wealth management and investment advisory services to individuals and high-net-worth clients, managing approximately $118.5 million across 94 relationships. The firm uses a long-term, fundamental analysis approach to portfolio management, incorporating low-cost ETFs, mutual funds, individual stocks, and independent managers as appropriate.

Andrew Mendonca is a financial advisor at D & T Financial Advisors, Inc. with two years of industry experience. He holds a Series 65 credential and has worked at Jackson Downs & Tsuruda since 2020 and Bank of America from 2018 to 2020. Outside of his advisory role, Mendonca is involved with Jackson Downs & Tsuruda CPA's, a tax accounting firm, where he prepares taxes and accounting. D & T Financial Advisors provides discretionary investment management and retirement plan advisory primarily for individual clients, trusts, qualified retirement plans, charitable organizations, and businesses. The firm follows a Modern Portfolio Theory-based investment approach focused on diversified, low-turnover, passively managed asset-class funds with a buy-and-hold strategy and maintains a close affiliation with an accounting practice.

Ryan Wells is a financial advisor with PathWise, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. He has worked at PathWise Wealth Partners since 2014 and previously held positions at ACCLARO Wealth Management, LPL Financial, and Mass Mutual Investors Services. PathWise provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and pension plans, offering access to private funds and third-party separately managed accounts. The firm’s investment approach is long-term and allocation-driven, with tactical rebalancing and private investment due diligence integrated with tax coordination.

David Hunt is a financial advisor at Hunt Wealth Management with 19 years of industry experience. He holds the Series 66 designation and has worked at Sowell Financial Services and Concert Wealth Management prior to joining his current firm in 2017. Hunt Wealth Management provides discretionary investment advice and portfolio management to individual clients, tailoring strategies based on wealth, income, age, risk tolerance, and financial needs. The firm manages approximately $110 million in discretionary assets for around 180 U.S. clients and emphasizes diversified portfolios with infrequent trading to limit costs and tax impacts.

Violet Hungerford is a financial advisor at Hyphen Wealth Management with a Series 65 credential and three years of industry experience. She previously worked at Helium Advisors LLC and Aprio Wealth Management, LLC. Hyphen Wealth Management serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers portfolio management, pension consulting, and financial planning, employing fundamental, quantitative, and modern portfolio theory within a long-term trading framework.

Nicholas Tognoli is a financial advisor at Bass Rocks Asset Management with a Series 65 designation and no prior industry experience before beginning his advisory career in 2023. His work history includes a year at Brookwood Investment Group and five years at Arizona State University. Bass Rocks Asset Management provides discretionary portfolio management primarily to individuals, high-net-worth clients, and other advisers, focusing on equities, ETFs, and options-related strategies. The firm emphasizes the use of margin and both fundamental and technical analysis, with client accounts custodied at Schwab Institutional.

John Wenzel is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with Archvest Wealth Advisors, Inc. since 2014 and previously worked at Grossman Financial Management from 2020 to 2021. Archvest Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm offers tailored financial planning, investment management, and family office services, managing approximately $330 million in client assets as of year-end 2024.

Steve Aguiar is a financial advisor at Arbor Wealth Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arbor Wealth Management since 2007, with prior experience at FSC Securities Corporation. He is also a trustee on his uncle’s living trust. Arbor Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a disciplined investment process focused on asset allocation and portfolio optimization, offering both discretionary and non-discretionary account management through its Vision 2020 Wealth Management Platform.

Adam Gallegos is a Series 66-licensed advisor with 24 years of experience, currently serving at The Foundation Investment Group in Lafayette, CA. His prior experience includes roles at Commonwealth Financial Network, Carey Financial, and several advisory firms from 2016 to the present. Outside of his advisory work, Gallegos serves as treasurer and board member for the Lafayette Lacrosse Club, a nonprofit youth sports organization. The Foundation Investment Group manages approximately $286 million across individual, trust, charitable, and corporate clients, emphasizing a global macro, top-down investment approach that integrates alternative investments alongside traditional securities. The firm combines portfolio management with discretionary and non-discretionary services and frequently recommends privately placed alternative investments with flexible fee options.

Gregory Peters is a financial advisor with Lafayette Square Financial Advisors, Inc. in Walnut Creek, CA, holding a Series 63 designation and 43 years of industry experience. He previously worked at Cetera and Associated Planners Investment Advisory Inc. Peters is also involved with the Business Enterprise Institute, where he helps business owners with exit planning strategies. Lafayette Square Financial Advisors provides discretionary investment management, financial planning, consulting, and retirement plan advisory services to individuals, families, trusts, and corporations. The firm combines fundamental and technical analysis with model-manager evaluation and offers an estate-planning technology platform.

George Salter II is a CFP® with 23 years of industry experience and currently serves at Blossom Wealth Management, LLC, where he has worked since 2009. He previously worked at KW Securities Corporation from 2013 to 2022. In addition to his advisory role, he is an independent insurance agent specializing in term and life insurance products. Blossom Wealth Management offers discretionary portfolio management, financial planning, retirement plan consulting, and multi-generation family office services to individuals, families, corporations, retirement plans, and charitable institutions. The firm manages a substantial asset base with a small team and employs a range of strategies including ETFs, mutual funds, and options, providing tailored financial planning and investment management.

Craig Braemer is a CFP® and CFA® with 25 years of experience in the financial services industry. He has worked at Blossom Wealth Management, LLC since 2018, following a 20-year tenure at Highmark Capital Management, Inc., and prior experience at Union Bank of California, N.A. Braemer serves as a director in the local San Francisco chapter of the National Association of Investors Corporation, where he teaches financial literacy and investment concepts. Blossom Wealth Management provides discretionary portfolio management and financial planning to individuals, multi-generation households, and employer plan sponsors. The firm combines ETF-based asset allocation with concentrated equity strategies and incorporates sustainability considerations into tailored investment approaches, offering family-office-style services alongside a research subscription product for other advisors.

Palash Islam is a CFP®-certified financial advisor with 24 years of industry experience, currently practicing at Synergy Financial Group since 2020. Prior to that, he worked for 14 years at Kms Financial Services, Inc. In addition to his advisory role, he is involved in insurance sales, offering a range of insurance products as an agent and contractor. Synergy Financial Group provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm combines fundamental and technical analysis with proprietary asset-allocation models and employs a variety of investment strategies, including the use of ETFs, mutual funds, derivatives, institutional-grade real estate, and private equity.

Michael Yoder is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Yoder Wealth Management in Walnut Creek, CA. He has worked with Commonwealth Financial Network since 2013. Outside of advisory services, he is involved in fixed insurance sales. Yoder Wealth Management provides discretionary asset management, financial consulting, and fee-only variable annuity sub-account management to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $331 million across about 74 client relationships, offering customized portfolios with strategic rebalancing and tactical asset allocation supported by fundamental and technical analysis.

Jeffrey Warren is a financial advisor with Secure Retirement Financial & Insurance Services Corp. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Crown Capital Securities, LP for 11 years and Vanderbilt Securities, LLC for 2 years. His responsibilities include preparing retirement income forecasts, managing client communications, and assisting with Medicare, long-term care, and Social Security planning. Secure Retirement Financial & Insurance Services Corp. manages approximately $92.4 million for individuals, pensions, trusts, and charitable organizations, offering actively managed portfolios tailored to client goals and risk tolerance. The firm provides financial planning, retirement advice, and accepts clients through a formal referral program.

Peter Landini is a CFP® with 23 years of industry experience and has been with RBP Investment Advisors Inc. since 2005. He serves as a Member of the Board and Member of the Audit Committee for iShares Delaware Trust Sponsor LLC, the sponsor of several commodity and Bitcoin trusts. RBP Investment Advisors provides wealth management and financial planning primarily to individuals, trusts, estates, and business entities, managing portfolios on a discretionary basis with a tactical asset allocation approach grounded in Modern Portfolio Theory. The firm operates with a small team and maintains a formal conflict-management process related to Mr. Landini’s outside board role.

Rachna Bijlani is a CFP® with 10 years of industry experience, currently serving as an advisor at BRsquared L.L.C. since 2018. She previously worked at Waddell & Reed and affiliated insurance carriers from 2015 to 2018. BRsquared L.L.C. provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, tailoring services to client goals, tax considerations, and risk tolerance. The firm employs a variety of analytical methods and both long- and short-term strategies, managing a small client roster through a compact advisory team.