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 in Fremont, CA, holding a Series 65 designation with four years of industry experience. Prior to joining Morling Financial Advisors in 2021, he worked at IBM for 18 years. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm offers discretionary investment management and consulting, typically implementing portfolios with index-based strategies, mutual funds, ETFs, equities, fixed income, and alternative vehicles, while maintaining client relationships and monitoring through sub-advisors.

Chad Franck is a financial advisor at The Pacific Center For Financial Services with 24 years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, LLC for 13 years and at The Pacific Center For Financial Services for over 25 years. Outside of his advisory work, he is also a licensed mortgage broker specializing in first and second mortgages, including FHA loans. The Pacific Center For Financial Services provides financial planning, consulting, and investment management to individuals, including high-net-worth families and family trusts. The firm emphasizes asset allocation and long-term diversification with a range of investment vehicles and actively monitors portfolios with regular reviews.

Joseph Mcdonough is a financial advisor at Lewis Asset Management with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at BlackRock and Mechanic's Bank. Lewis Asset Management is a registered investment adviser serving individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers discretionary portfolio management and standalone financial planning, focusing on long-term trading and diversified portfolios that typically include exchange-traded funds and no-load mutual funds.

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 20 years of industry experience. He holds a Series 66 designation and has previously worked 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, retirement plans, and business entities with comprehensive wealth management, discretionary investment management, and retirement plan consulting. The firm combines multiple analytical methods with various portfolio implementation strategies and offers both automated and customized investment services.

Brian Stormont is a CFP® with 25 years of industry experience. He has worked at Insight Wealth Strategies, LLC since 2018, and previously held roles at Mutual Securities, Inc. and Lincoln Financial Advisors. He is based in San Ramon, CA. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term, model-driven investment process using low-cost ETFs, individual stocks, and alternative holdings, with a focus on documented model strategies and educational programs.

Dawnalizabeth Henke is a Series 65-licensed financial advisor at Capital Advantage, Inc. in Walnut Creek, CA, with 18 years of industry experience. She has been with Capital Advantage since 2006. Capital Advantage, Inc. serves individual and high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management and financial planning. The firm uses a combination of fundamental and technical analysis and manages portfolios using mutual funds, ETFs, individual equities, and fixed income, with regular account reviews and a team-based approach.

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 Certified Financial Planner (CFP®) with 17 years of industry experience. She has been with Bluesky Wealth Advisors, LLC since 2013. The firm provides advisory services primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. Bluesky Wealth Advisors manages approximately $850 million in discretionary client assets and employs a strategic asset allocation approach that emphasizes low-cost, tax-efficient investments alongside selective use of active managers.

Joshua Gatti is a financial advisor at Morling Financial Advisors, LLC with a Series 65 designation. He joined Morling Financial Advisors in 2025 and has prior experience in lending and credit union roles, including positions at JVM Lending, Lending Club, and Patelco Credit Union. He also worked at Santa Clara University from 2022 to 2024. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm provides discretionary investment management, financial planning, and pension consulting, typically implementing portfolios using index-based strategies, mutual funds, ETFs, listed equities, fixed income, and alternative investments.

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 seven years of industry experience. He has been with J.P. King Advisors since 2010. J.P. King Advisors provides comprehensive financial planning and discretionary portfolio management to individual and high-net-worth clients, as well as various institutional entities. The firm’s investment approach focuses on risk management and strategic asset allocation using globally diversified portfolios, with oversight from an internal 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 32 years of industry experience. He has been with Prosperity Financial Group since 2000 and also works with Prosperity Wealth Management and Fortune Financial Services. Kallen serves as president of Prosperity Financial Group, where he is involved in retirement planning, benefits administration, and asset management. Prosperity Financial Group serves individuals, trusts, estates, and business entities, managing approximately $503 million in discretionary assets for several hundred clients through a team of seven advisors. The firm offers tailored portfolio management and financial planning, utilizing sub-advisory relationships and regular portfolio reviews.

Anthony Jurado is a CFP® with 25 years of industry experience. He has been with Lodestar Private Asset Management LLC since 2016 and previously worked at Malakoff Wealth and Linsco/Private Ledger Corp. from 2000 to 2016. Lodestar provides personalized financial planning and investment management services to individuals, trusts, charitable organizations, small businesses, and certain pension and profit-sharing plans. The firm uses a tactical asset allocation approach combining passive and active investments with attention to tax consequences, serving approximately 549 clients and managing $1.34 billion in assets across five advisors.

Ian Burkhard is a financial advisor at Capital Advantage, Inc. with four years of industry experience. He holds a Series 65 credential and previously worked at KPMG LLC. Prior to his advisory career, he was involved with the OCSB Alumni Association and the Isla Vista Food Coop. Capital Advantage, Inc. serves individual and high-net-worth clients, as well as trustees, pension plans, charitable organizations, and business entities, providing discretionary investment management and financial planning. The firm uses a team approach to develop client strategies based on personal interviews and employs a combination of fundamental and technical analysis, with a firm AUM exceeding $1.2 billion.

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.

Madeline Williams is a CFP® and holds a Series 65 license with seven years of industry experience. She has been with Maloon, Powers, Pitre & Higgins, LLC since 2017. Williams is based in San Ramon, CA, and is part of the California Financial Advisors team. California Financial Advisors is an SEC-registered firm managing over $2 billion in client assets. The firm provides portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses, applying a comprehensive investment approach that includes asset allocation, mutual fund and ETF analysis, and third-party manager due diligence tailored to client objectives.

Saadia Ahmed is a CFP® professional with 21 years of industry experience. She has worked at Kaizen Financial Strategies, LLC since 2018 and previously spent 12 years with Waddell & Reed, Inc. Ahmed is president of the Ahmadiyya Muslim Community Silicon Valley Lajna, a faith-based community group. Kaizen Financial Strategies serves individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations, providing financial planning, retirement plan consulting, and asset management. The firm employs a multi-strategy investment approach including advanced options and margin strategies and operates a wrap-fee program tailored to client accounts.