John Bargmann is a financial advisor at The Pacific Center For Financial Services with 31 years of industry experience. He holds a Series 63 designation and has been with his current firm since 1997, previously working at Cetera and Cetera Wealth Services. He serves as a board member for the Micki Rainey Scholarship Fund. The Pacific Center For Financial Services advises individuals, high-net-worth families, family trusts, and retirement accounts by 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 portfolio management using mutual funds, stocks, ETFs, and bonds.

James Sutton is a financial advisor at Echo45 Advisors LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Morgan Stanley. Sutton is also a passive investor in property technology and land development ventures through Land Club LLC and Land Club Sutter Creek LLC. Echo45 Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive wealth management and financial planning. The firm employs a blended investment approach using stocks, bonds, ETFs, options, SMAs, and model portfolios, with strategies that include custom indexing, tax management, ESG filtering, alternative investments, and digital assets.

Eric Loofbourrow is a financial advisor with American Investors Company, holding a Series 66 designation and 11 years of industry experience. He has been with American Investors Company since 2015. Outside of finance, he has experience as a self-employed piano and organ player. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of services including asset management, financial planning, retirement plan consulting, and seminars, operating with a combined broker-dealer and SEC-registered adviser structure.

William Li is a financial advisor at Morling Financial Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at IBM for 18 years. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and consulting services. The firm tailors portfolios using index-based equity and fixed-income strategies, mutual funds, ETFs, and alternative allocations, including private equity and real estate, with ESG integration available upon request.

Chad Franck is a financial advisor with The Pacific Center For Financial Services in Danville, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Cetera Wealth Services, LLC for 13 years and has been with The Pacific Center For Financial Services since 2001. Outside of his advisory role, he is also a licensed mortgage broker involved in first and second mortgages, including FHA loans. The Pacific Center For Financial Services serves individuals, high-net-worth families, trusts, and retirement accounts, providing financial planning, consulting, and investment management. The firm manages over $1 billion in assets, employing diversified, asset-allocation-based portfolios through a Managed Account Program that integrates various analysis methods and offers regular performance reporting and financial reviews.

Joseph Mcdonough is a financial advisor at Lewis Asset Management with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His previous roles include positions at Mechanic's Bank, BlackRock, and Merrill Lynch Investment Managers. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans, offering discretionary portfolio management and standalone financial planning. The firm emphasizes long-term trading, diversification through broad-market instruments, and manages accounts typically on a discretionary basis with regular reviews and quarterly rebalancing.

Scott Horton is a Certified Financial Planner® with 24 years of industry experience. He has been with J.P. King Advisors, Inc. since 2008 and is a shareholder and vice president of the firm. Outside of his advisory role, he operates a sole proprietorship selling annuities and other insurance products. J.P. King Advisors, Inc. provides comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, as well as trusts, estates, pension plans, charitable organizations, and businesses. The firm emphasizes risk management and strategic asset allocation through globally diversified portfolios, primarily using no-load mutual funds and ETFs.

Sean O'Brien is a financial advisor at Echo45 Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Central Valley Advisors, Raymond James Financial Services, Bank of America, and Merrill. Outside of advising, he serves as a volunteer board member for the Salvation Army in Sacramento. Echo45 Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive wealth and retirement plan management. The firm uses a blend of fundamental, quantitative, and technical analysis to construct individualized portfolios, incorporating strategies such as custom indexing, tax management, ESG filtering, alternative investments, and digital assets.

Brian Stormont is a Certified Financial Planner® at Insight Wealth Strategies, LLC with 26 years of industry experience. He has previously worked at Mutual Securities, Inc., Lincoln Financial Advisors, Valic Financial Advisors, and Ameriprise. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, and institutions. The firm employs proprietary portfolio models primarily using low-cost, diversified ETFs and individual stocks, supported by a multi-disciplinary investment process that includes fundamental, technical, quantitative, and sector analysis.

Dawnalizabeth Henke is a financial advisor at Capital Advantage, Inc. in Walnut Creek, CA, holding a Series 65 credential with 18 years of industry experience. She has been with Capital Advantage since 2006. Capital Advantage, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis along with macroeconomic indicators to inform investment decisions and monitors client accounts on an ongoing basis.

Lyudmila Ter Avanesyan is a financial advisor with Grant Private Wealth Management in Pleasanton, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at Fidelity Brokerage Services and Glava Realty. Outside of advising, she is involved in property management through her ownership of a rental property business. Grant Private Wealth Management provides fee-based investment management and financial planning to individuals, trusts, business entities, and qualified retirement plans, tailoring strategies to client goals and risk tolerance using a mix of analytical approaches. The firm offers various engagement options and conducts public educational seminars at no charge.

Madeline Valente is a CFP® with 18 years of industry experience. She has been with Bluesky Wealth Advisors, LLC since 2013 and previously worked at Pleasanton Financial Advisors from 2008 to 2013. Bluesky Wealth Advisors provides financial planning and discretionary portfolio management to individuals, trusts, endowments, pension plans, and business entities. The firm manages over $1 billion in discretionary assets and employs a team of ten advisors who emphasize strategic asset allocation, broad diversification, and tax-efficient portfolio management.

Joshua Gatti is a financial advisor at Morling Financial Advisors, LLC in Fremont, CA. He holds the Series 65 designation and has one year of experience in the financial industry. Prior to joining Morling Financial Advisors, he held positions at JVM Lending, Lending Club, and Patelco Credit Union. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and pension consulting services. The firm customizes portfolios using a strategic asset allocation that includes index-based equities, fixed income, mutual funds, ETFs, and alternative investments such as private equity and private debt, with ESG integration available upon request.

Michael Lin is a financial advisor with New Insight Wealth Advisors in San Ramon, CA, holding a Series 66 license and 21 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 15 years before joining New Insight Wealth Advisors and Purshe Kaplan Sterling Investments. Outside of his financial advisory role, he owns and directs Michael Lin Workshop, a video and media production business. New Insight Wealth Advisors provides discretionary asset management, retirement-plan consulting, and financial planning services to individual and high-net-worth clients, trusts, estates, and business entities. The firm employs a multi-disciplinary investment process utilizing a broad range of instruments and offers ongoing portfolio monitoring and periodic rebalancing.

Jonathan Gonzalez is a financial advisor at J.P. King Advisors, Inc. in Walnut Creek, CA, holding a Series 65 designation with 16 years at the firm and 8 years of industry experience. J.P. King Advisors, Inc. is an employee-owned investment advisory firm managing approximately $889.7 million for around 450 family client relationships. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing risk management and strategic asset allocation through globally diversified portfolios overseen by an Investment Committee.

Jackson Vickers is a financial advisor at Mirador Capital Partners with three years of industry experience. He holds a Series 65 designation and has prior experience with High Point Events, Arizona State University, Dollarhide Financial Group, and Brophy College Prep. Mirador Capital Partners advises individuals, trusts, pension and profit-sharing plans, and small businesses, offering portfolio management, financial planning, and retirement consulting. The firm uses a top-down fundamental investment approach supported by technical analysis and employs multiple proprietary strategies across various asset classes.

Elliot Kallen is a financial advisor with Prosperity Financial Group, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Prosperity Financial Group since 2000 and also has ongoing roles with Prosperity Wealth Management, Inc. and Fortune Financial Services. He serves as president of Prosperity Financial Group, where he is involved in retirement planning, benefits administration, and asset management. Prosperity Financial Group serves individuals, including high-net-worth clients, trusts, estates, and business entities, providing asset management, financial planning, and consulting services. The firm manages approximately $503 million in discretionary assets across a diverse range of investment options and employs a team-based approach with sub-advisory relationships and third-party manager oversight.

Anthony Jurado is a CFP® professional with 26 years of industry experience. He is currently with Lodestar Private Asset Management LLC, where he has worked since 2016, and previously spent 10 years at LPL Financial. Jurado holds Series 63 and Series 65 licenses. Lodestar Private Asset Management serves individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans with personalized financial planning and investment management. The firm employs a tactical asset allocation strategy combining passive and active investments, generally maintaining long-term holdings with attention to tax implications in taxable accounts.

Ian Burkhard is a financial advisor at Capital Advantage, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Capital Advantage since 2021. Prior to that, he was employed at KPMG LLC from 2018 to 2021. Capital Advantage, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis along with macroeconomic indicators to guide investment decisions and offers discretionary management across a range of asset classes.

Nicholas Cochran is a financial advisor with American Investors Company, holding a Series 63 designation and 45 years of industry experience. He has been with American Investors Company since 1992 and has also provided expert witness services in arbitration matters since 2006. American Investors Company offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, combining broker-dealer capabilities with SEC-registered advisory services.