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.

Jacqueline Almeida is a financial advisor at Duet Advisory Services LLC with a Series 65 designation and five years of industry experience. Prior to joining Duet Advisory Services in 2021, she worked at Marsh & McLennan Agency for three years. Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, affiliated trusts and estates, and business entities. The firm manages approximately $278 million for around 288 clients across five offices and offers tailored investment strategies including discretionary and non-discretionary management.

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.

Tu Nguyen is a CFP® professional with three years of industry experience. He is currently with Sierra Pacific Private Wealth, LLC and has previously worked at TS Bank, Callahan Financial Planning, CIBC Private Wealth Advisors, Inc., and Boston Private Wealth LLC. Sierra Pacific Private Wealth, LLC provides wealth management, comprehensive financial planning, and corporate retirement plan advisory services to individuals, families, and plan sponsors. The firm offers tailored portfolio management with continuous account supervision and supports retirement plan participation through participant education and group enrollment meetings.

Raul Leon is a financial advisor at BluePrint Investments and Tax Planning with eight years of industry experience. He holds a Series 63 designation and has worked at Blueprint Wealth Partners, LLC and Books & Taxes Inc. Outside of advising, he is a partner in a tech startup investment and involved in insurance sales and related bookkeeping activities. BluePrint Investments and Tax Planning is an independent, state-registered firm serving individuals, small businesses, trusts, and charities. The firm offers discretionary model portfolio management alongside financial planning that incorporates tax and cash-flow analysis, using a top-down investment process tailored to client objectives and risk tolerance.

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.

Carl Gabler is a financial advisor at Atlas Grove Capital LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Alta Via Capital and Insight Wealth Strategies. Atlas Grove Capital LLC is a newly established SEC-registered investment adviser that provides discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, and businesses. The firm focuses on growth-oriented equity strategies across various market capitalizations, combining fundamental, quantitative, and cyclical analysis to construct portfolios.

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® 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.

Jacob Rodriguez is a financial advisor at Sierra Pacific Private Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has been with Sierra Pacific since 2022. Outside of his advisory role, he serves as president of Papa Fix It, LLC, a handyman business focused on minor household repairs. Sierra Pacific Private Wealth, LLC offers wealth management, comprehensive financial planning, and corporate retirement plan advisory services to individuals, families, and plan sponsors. The firm manages approximately $245.9 million in assets and uses a disciplined investment approach that includes continuous account supervision, regular rebalancing, and periodic reviews tailored to client goals.

Sharon Almeida is a financial advisor with Duet Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her prior roles include work with Private Client Services and Calton & Associates, Inc., as well as founding Cents & Sensibility, Inc. Outside of advising, she serves as treasurer for the Willow Ridge Owners Association and is vice chair for community outreach and fundraising at Tri-Valley REACH, an organization supporting independent living for adults with intellectual and developmental disabilities. Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $316 million in assets, employing a tailored investment approach that includes mutual funds, ETFs, individual equities, and unaffiliated third-party Independent Managers.

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.

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.