Michael Testa is a Series 65 licensed financial advisor at Naylor & Company with one year of industry experience. His prior roles include positions at QuinStreet, Scale AI/Outlier AI, and Rocket Mortgage. Naylor & Company provides investment advice, portfolio management, and financial planning to individuals, high-net-worth clients, families, pension and profit-sharing plans, and businesses. The firm’s investment approach combines fundamental analysis and technical indicators, with a focus on small- and mid-capitalization and cyclical companies, tailoring portfolios to client objectives across various asset types.

Gavin Distasi is a financial advisor with Topel & DiStasi Wealth Management, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at LPL Financial from 2009 to 2017 before joining his current firm. Outside of his advisory role, he is an associate member and steering committee participant of Collaborative Practice East Bay, which provides education and outreach on alternative dispute resolution for divorcing couples. He also occasionally plays music. Topel & DiStasi Wealth Management serves individual and high-net-worth clients with asset management, comprehensive portfolio management, and standalone financial planning. The firm manages portfolios on a discretionary basis using model allocations ranging from conservative to aggressive, and offers broad financial planning services including retirement, estate, charitable, corporate, and tax planning.

Michael Yoder is a CFP® certificant with 21 years of industry experience. He has worked at Yoder Wealth Management since 2018 and previously held advisory roles at Commonwealth Financial Network and Ameriprise. Outside of his advisory work, he is involved in fixed insurance sales at his business location. Yoder Wealth Management provides discretionary asset management, financial consulting, and fee-only variable annuity sub-account management for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm oversees approximately $331 million across about 74 client relationships, offering customized portfolios managed with a blend of fundamental and technical analysis and a distinctive wrap-fee program that bundles advisory services and trade execution.

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.

Pamela Jacobs is a Certified Financial Planner® at Monvia Financial L.P. in Walnut Creek, CA, with 25 years of industry experience. She has worked at several firms including Whitehall-Parker Securities, Frontier Wealth Strategies, and Sowell Financial Services. Jacobs is co-owner of Ohana Opportunities LLC, a consulting business evaluating investment opportunities. Monvia Financial L.P. provides fee-based investment management and financial planning primarily to individual clients, including high-net-worth and non-HNW households, as well as retirement-plan sponsors. The firm offers discretionary and non-discretionary asset management, utilizing fundamental, technical, and cyclical analysis to construct portfolios, and supports both individual wealth management and ERISA plan advisory services.

Eric Lai is a CFP® and holds a Series 65 license, with 22 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 individuals, including high-net-worth and ultra-high-net-worth clients, as well as various institutional clients. The firm offers comprehensive financial planning, investment management, retirement plan advisory, and family office services, managing approximately $330 million in client assets as of the end of 2024.

Beau Fisher is a CFP® professional with 20 years of experience, affiliated with LPL Financial and operating Fisher & Wiens Wealth Management since 2005. His career includes roles at both LPL Financial and his independent advisory firm, Fisher & Wiens Wealth Management. Outside of his advisory work, he is the owner of Bay Valley Suns Sports Club, a semi-professional soccer team based in Danville, CA. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities such as insurance and credit services.

David Eisenhauer is a CFP® professional with 16 years of industry experience. He is currently with Greykasell Wealth Strategies, Inc., where he has worked since 2024. Prior to this, he spent over a decade at Northwestern Mutual in various roles. Eisenhauer is vice president of the board for the nonprofit School of Imagination and has partial ownership in Succession Planning, LLC, which offers a web-based succession cash flow analysis tool. Greykasell Wealth Strategies serves high-net-worth individuals, retirement plans, trusts, and businesses, focusing on clients with significant investable assets. The firm employs a disciplined, long-term investment approach using globally diversified portfolios constructed from ETFs, mutual funds, debt, alternative investments, and selected managers, providing both discretionary and non-discretionary advisory services.

Rajesh Bijlani is a financial advisor at BRsquared L.L.C. with five years of industry experience. He holds a Series 65 designation and previously worked at Trinet Inc and Devero Inc/Netsmart. Outside of his advisory role, he is a Notary Public and an Enrolled Agent providing tax preparation services to individuals and companies. BRsquared L.L.C. offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, using a range of analytical methods and both long- and short-term investment strategies tailored to client goals, tax considerations, and risk tolerance.

Maxwell Balbin is a financial advisor at Pacific Excel Wealth Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Investment Management Inc. and RBC Capital Markets, LLC. Prior to his financial career, he spent several years in engineering roles at Langan Engineering and Environmental Services and AECOM. Pacific Excel Wealth Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, small businesses, trusts, estates, pooled vehicles, and charitable organizations. The firm uses a combination of fundamental and technical analysis with diversified investment vehicles and offers services across three tiers, ranging from basic reporting to advanced planning and private equity evaluations.

Arek Puzia is a CFP® with 13 years of industry experience, currently serving at Pathwise. He has held roles at Pathwise Wealth Partners and ACCLARO Wealth Management. In addition to his advisory work, Mr. Puzia is a professor at Diablo Valley College, where he teaches Financial and Managerial Accounting. PathWise provides discretionary investment management, financial planning, and retirement plan advisory to individual and high-net-worth clients as well as pension plans. The firm’s investment approach is long-term and allocation-driven, integrating comprehensive due diligence and tax coordination, with an investment team that includes licensed CPA/CFPs engaged in academic instruction.

Alisha Bhardwaj is a financial advisor at Trillium Investments with 18 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 16 years before joining Trillium Investments in 2019. Trillium Investments provides discretionary portfolio management and comprehensive financial planning services primarily to individual and high-net-worth clients. The firm’s investment approach integrates macroeconomic analysis with value-oriented security selection, tax efficiency, and strict risk management.

Nicholas Laughton is a financial advisor at Diversified Capital Group with four years of industry experience. He holds a Series 65 designation and has worked at Diversified Capital since 2022. Prior to that, he has been affiliated with Mi-GSO PCUBED since 2017. Diversified Capital Group provides discretionary asset and portfolio management services primarily to individual and high-net-worth clients. The firm employs a range of analysis methods and strategies, focusing on individualized portfolios with continuous monitoring and periodic rebalancing.

Alvin Yam is a CFP® with 17 years of industry experience and is a managing member of Paraiba Wealth Management LLC. He worked at Stonemark Wealth Management for nine years before joining Paraiba Wealth Management in 2022. Paraiba Wealth Management LLC is a California-registered investment adviser serving primarily high-net-worth individuals. The firm manages customized model portfolios using a combination of fundamental, technical, and cyclical analysis, and offers financial planning and retirement-rollover advice while acting as a fiduciary.

Thinh Nguyen is a CFP® professional affiliated with Fog City Advisors, LLC, with three years of industry experience. Prior to joining Fog City Advisors, he held positions at CSU East Bay and Laney College. Fog City Advisors is a fee-only firm that offers holistic financial planning and investment management to individuals, families, trusts, non-profits, and business entities. The firm follows a long-term, strategic asset allocation approach using diversified, low-cost mutual funds and ETFs, with selective use of fixed-income securities and specialized funds.

Viviana Mattos is a financial advisor at Penserra Wealth Management with eight years of industry experience. She holds a Series 65 designation and has worked at Perigon Wealth Management, Burleson & Company, and Triage Consulting Group. Penserra Wealth Management, LLC is an SEC-registered investment adviser offering portfolio management, financial planning, pension consulting, concierge administrative services, and sub-advisory solutions. The firm employs a multi-disciplinary investment approach that incorporates fundamental, technical, cyclical, and economic analysis, managing approximately $357.2 million in discretionary client assets.

Michael Macdonald is a financial advisor with Financial Transparency, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has held various roles including trustee, personal representative, and managing his own financial management firm. Macdonald also serves as trustee of a self-directed profit-sharing plan and is an insurance agent. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and organizations through a network of independent advisory representatives. The firm employs asset allocation strategies based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering discretionary asset management, financial consultations, and pension consulting across multiple customized investment programs.

Lucas Mc Nulty is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 credential with one year of industry experience. His work history includes multiple periods at Liberty Wealth Management as well as roles at Tilden Golf Course and various positions during his time at the University of California Los Angeles. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, and retirement plan services. The firm utilizes a combination of centrally developed models and adviser-developed strategies, offering access to private market investments and affiliated private funds.

Anthony Schliesser is a CFP® affiliated with The Pacific Center for Financial Services in Danville, CA. He has experience with several firms, including Aspiriant and Axa Advisors, and has been with The Pacific Center for Financial Services since 2026. The Pacific Center for Financial Services advises individuals, high-net-worth families, family trusts, and retirement accounts, providing financial planning, consulting, and investment management services. The firm manages over $1 billion in assets and operates a Managed Account Program focused on diversified, asset-allocation-based portfolios using mutual funds, stocks, ETFs, and bonds.