Amanda Albright is a CFP® professional with four years of experience in financial advising. She is currently with Lodestar Private Asset Management LLC, where she has worked since 2022. Her prior experience includes roles at Brooklyn FI, LLC, HoyleCohen, R.M. Davis, and MacPage. Lodestar Private Asset Management LLC serves individuals, trusts, estates, charitable organizations, small businesses, and select pension and profit-sharing plans. The firm emphasizes tactical asset allocation using a combination of passive and active investments, focusing on long-term holdings with tactical market adjustments and attention to tax implications in taxable accounts.

Jeremy Welch is a CFP® professional with 18 years of industry experience, currently serving as a partner at Burton Enright Welch since 2010. He holds Series 63 and Series 65 licenses and is based in Walnut Creek, CA. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts and estates, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $1.246 billion in assets for around 610 clients, utilizing a disciplined investment process that combines active and passive strategies with ongoing monitoring and tailored portfolio management.

Nicoh Alday Jr. is a financial advisor with Orca Investment Management, LLC in Walnut Creek, CA. He holds Series 63 and Series 66 licenses and has three years of industry experience, including roles at Morgan Stanley, The Vanguard Group, and Marriott International. Orca Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $212 million across about 359 accounts, using a mix of fundamental, technical, charting, and cyclical analysis to implement tailored strategies ranging from capital preservation to equity growth.

Justin Dodson is a financial advisor at J.P. King Advisors, Inc. in Walnut Creek, CA, holding a Series 66 designation with 23 years of industry experience. He has been with J.P. King Advisors since 2012. J.P. King Advisors provides comprehensive financial planning and discretionary portfolio management for individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm’s investment approach focuses on risk management and strategic asset allocation using globally diversified portfolios primarily composed of no-load mutual funds and ETFs, supported by an internal Investment Committee that regularly monitors model portfolios.

James Crocker is a financial advisor at Apeiron with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parallel Advisors, LLC, Aperion DBA Three Oaks, and Cetera Advisors LLC. Apeiron provides investment advisory and financial planning services to individual and high-net-worth clients, trusts and estates, retirement plans, small businesses, churches, and other institutional clients. The firm employs a holistic, discretionary approach to portfolio management, using a variety of analysis methods and offering a broad range of investment options while acting as a fiduciary for retirement accounts.

Douglas Villing is a financial advisor with J.P. King Advisors, Inc. in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at TIAA and TIAA-CREF since 2012. J.P. King Advisors, Inc. is an employee-owned investment advisory firm managing approximately $889.7 million for about 450 client family relationships with a five-advisor team. The firm provides comprehensive financial planning and discretionary portfolio management with an emphasis on risk management and strategic asset allocation using globally diversified portfolios.

Christie Thomas is a financial advisor at Heffernan Advisory, Inc. with two years of industry experience. She holds the Series 66 designation and previously worked at Global Retirement Partners, LLC and J.P. Morgan Chase & Co. Thomas also provides administrative support to an independent investment advisory firm. Heffernan Advisory serves individuals, families, and employer retirement plans with services including an asset management program called Investment By Design™, financial planning, and consulting. The firm uses modern portfolio theory and model allocations, primarily with mutual funds and ETFs, managing most accounts on a discretionary basis with regular rebalancing.

Joseph Harrison is a CFP® with 14 years of industry experience. He has worked at Lodestar Private Asset Management LLC since 2020 and has operated J. W. Harrison Financial Advisors since 2011. Lodestar Private Asset Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans. The firm employs a tactical asset allocation approach combining passive and active investments, focusing on long-term holdings with consideration of tax implications, and manages approximately $1.34 billion in assets across five advisors.

Willard Folsom is a financial advisor with Castle Rock Wealth Management, LLC in Walnut Creek, CA, holding a Series 66 designation and 12 years of industry experience. He previously worked at Merrill Lynch from 2013 to 2018 and has been involved with Castle Rock Wealth Management since 2018. Outside of advising, Folsom owns and manages a corn farm and is an investor in a sales training video game company and a private retail club. Castle Rock Wealth Management serves individuals, trusts, estates, and business entities, managing approximately $521.8 million across about 1,882 clients. The firm employs a combination of fundamental and technical analysis with active trading strategies, offering comprehensive portfolio management and financial planning through a team of eight advisors.

Michael Holbrook is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Southland Equity Partners, LLC. His prior work includes 16 years at Fsc Securities Corporation and ongoing roles at Atandard since 1992. He also owns Diablo Benefit Group, a sole proprietorship focused on employee benefits and insurance sales. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, and retirement plan consulting. The firm utilizes a combination of fundamental and technical analysis to create customized portfolios, primarily managing accounts on a discretionary basis.

Sydney Kovacs is a Series 65 licensed advisor with four years of industry experience. She has worked at Burton Enright Welch since 2021 and previously held roles at Consilium Wealth Management and Cutting Edge Counsel. Outside of the financial industry, Kovacs has experience with Walnut Creek Presbyterian Church. Burton Enright Welch serves individuals, families, trusts and estates, pension and profit-sharing plans, and business entities with investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios using a disciplined four-step process and acts as a fiduciary, overseeing roughly $1.55 billion in assets across about 612 client relationships.

Diane Bourdo is a CFP® professional with 30 years of industry experience. She has worked at The Humphreys Group from 1989 to 2025 before joining Treehouse Wealth Advisors, where she is part of a five-advisor team. Treehouse Wealth Advisors provides discretionary and non-discretionary portfolio management, financial consulting, and comprehensive wealth planning to individual and high-net-worth clients. The firm’s investment process incorporates technical and fundamental analysis and offers estate, tax-integrated planning, family philanthropy, and trustee oversight services.

Christopher Ruane is a financial advisor at Treehouse Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at BlackSand Capital and Insight Resource Group. Treehouse Wealth Advisors manages approximately $597 million for a diverse client base, including individuals, high-net-worth clients, pension and charitable entities, and corporations. The firm offers portfolio management, financial consulting, and wealth planning services, using a mix of technical and fundamental analysis supported by AI tools subject to human oversight.

John Mullen is a financial advisor at RB Capital Management, LLC in Walnut Creek, CA, with 12 years of industry experience. He holds the Series 66 designation and also serves as an assistant at Crofton Capital Management, where he supports client meeting follow-ups and paperwork management. In addition, he operates as an insurance agent. RB Capital Management serves a range of individual and institutional clients, including high-net-worth individuals and retirement plans. The firm offers fee-based investment management focused on hedged strategies and managed fixed-income portfolios, combining equities, fixed income, and alternative investments with personalized portfolio construction and continuous monitoring.

Kevin Gray is a CFP® professional with 27 years of industry experience. He has been with Lodestar Private Asset Management LLC since 2009. Lodestar provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans. The firm employs a tactical asset allocation strategy combining passive and active investments, focusing on long-term holdings and tax considerations in taxable accounts, and manages approximately $1.34 billion in assets across five advisors.

Selma Hackett is a financial advisor at Capital Advantage, Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at J.P. Morgan Chase Bank and Kids Country. Capital Advantage, Inc. serves individual and high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary investment management and financial planning services. The firm uses a combination of fundamental and technical analysis and employs a team-based approach with multiple advanced professional credentials.

Zachary Wolf is a financial advisor at Boltwood Capital Management with 10 years of industry experience. He holds a Series 65 credential and has worked at Boltwood Capital Management since 2015. Boltwood Capital Management is an employee-owned, SEC-registered investment adviser serving individuals, families, estates, foundations, endowments, and other institutions. The firm offers discretionary and non-discretionary portfolio management and financial planning, emphasizing a long-term, cycle-aware investment approach guided by a written Investment Policy Statement.

Joyce Moe is a financial advisor at Castle Rock Wealth Management, LLC with 29 years of industry experience. She holds a Series 63 designation and has worked with firms including J.W. Cole Financial and Financial Advisers of America. In addition to her advisory role, Moe serves as a special education teacher and is a board member of the Senior Advocacy Network, a nonprofit organization assisting seniors with legal needs. Castle Rock Wealth Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities through portfolio management, financial planning, and retirement plan consulting. The firm manages client accounts using a range of securities and strategies, including options and borrowing, and serves over 2,000 clients across six offices.

Angela Hager is a CFP®, CFA®, and Series 65 licensed advisor with 18 years of industry experience. She has been with Destination Wealth Management since 2010. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and various institutional entities. The firm employs a core-and-tactical allocation approach supported by thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Brent Herrera is a CFP®-credentialed financial advisor with Mutual of Omaha Investor Services, Inc., bringing seven years of industry experience. He has worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2018, with prior experience at Fremont Bank and as a partner at Jj's Pie Co. He serves as a director of the Dublin Chamber of Commerce. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes third-party money managers and a platform relationship with Envestnet to deliver managed solutions.