Shantnu Chandel is a financial advisor at InverseWealth LLC with one year of industry experience. His prior work includes positions at Block Inc., Facebook/Meta, Google Inc., and PepsiCo. Outside of advising, he is involved in fintech enterprise risk management at Block Inc. InverseWealth LLC provides comprehensive financial planning and discretionary portfolio management to individual and high-net-worth clients, using proprietary quantitative investment models and primarily ETF allocations governed by trend-following rules. The firm emphasizes active management with a focus on model-driven strategies and periodic performance reporting.

Thomas Kopas is a financial advisor at Pring Turner Capital Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pring Turner since 2002. Pring Turner Capital Group provides fee-only investment advisory and financial planning services to individuals, trusts, corporations, foundations, and other entities. The firm uses an active asset-allocation process based on a proprietary business-cycle framework called the “Six Stages” and manages portfolios with an emphasis on quality, value, income, and capital preservation.

Joseph Wallace is a CFP® and holds a Series 66 designation with 13 years of experience in financial advising. He is the principal of Wallace Advisory Group, LLC, where he has worked since 2015. Wallace also leads Wallace Financial & Insurance Solutions and is a registered representative with M Holdings Securities. Wallace Advisory Group provides asset management, comprehensive portfolio management, and standalone financial planning and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment approach that includes asset allocation, fundamental, quantitative, and qualitative analysis, and utilizes third-party sub-advisors to manage client portfolios.

Angelica Kangas is a Certified Financial Planner® with 16 years of industry experience, currently serving at Certified Planners, Inc. in San Ramon, CA. She holds a Series 65 license and has been with the firm since 1995. In addition to her advisory role, she is individually licensed as an insurance agent and provides insurance sales alongside investment advisory services. Certified Planners, Inc. offers discretionary portfolio management through its AIM program, financial planning, and consultations to individuals, trusts, estates, corporations, and ERISA retirement plan participants. The firm employs a tactical asset allocation approach with daily monitoring and serves both everyday and high-net-worth clients.

Matthew Kelmon is a financial advisor at Bass Rocks Asset Management with 25 years of industry experience. He holds Series 65 and Series 63 registrations. His prior work includes roles at Backshore Asset Management, Insperex LLC, Blue Investment Partners, and 2344, LLC. Outside of his advisory work, he serves as an outside advisor for Flourish Capital, an early-stage venture investing firm supporting startup entrepreneurs. Bass Rocks Asset Management provides discretionary portfolio management and subadvisory services primarily to individual and high-net-worth clients. The firm focuses on equities, ETFs, and options-related strategies while managing accounts on a discretionary basis with documented risk tolerance and time horizons.

Amber Jenkins is a Series 65-licensed financial advisor at Secure Retirement Financial & Insurance Services Corp. with two years of industry experience. Her prior work includes roles at Sieva Networks and ongoing service within the Secure Retirement Financial firms since 2017. Secure Retirement Financial & Insurance Services Corp. manages approximately $92.4 million for a range of clients including individuals, pensions, trusts, and charitable organizations. The firm offers actively managed investment strategies tailored to clients’ goals and risk tolerance, with a focus on portfolio management, financial planning, and retirement account advice.

Ronald Hunt is a financial advisor at Hunt Wealth Management in Concord, CA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sowell Financial Services, LLC and Concert Wealth Management, Inc. since 2017, he has been with Hunt Wealth Management. Hunt Wealth Management provides discretionary investment advice and portfolio management to individual clients, tailoring recommendations based on each client’s financial profile. The firm manages approximately $110 million in discretionary assets for about 180 clients and focuses on diversified portfolios with an emphasis on limiting transaction costs and tax impacts through infrequent trading.

James Salter is a financial advisor at Blossom Wealth Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Blossom Wealth Management since 2009, following nine years at KW Securities Corporation. In addition to his advisory role, Salter is an independent insurance agent specializing in term and life insurance products. Blossom Wealth Management provides 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, employing a range of investment strategies including ETFs, mutual funds, and options, while also offering tailored financial planning and family office services.

Nolan Parker is a financial advisor at Brooker Wealth Management with six years of industry experience and a Series 66 designation. He previously worked at Lion Street Financial and Fremont Bank. He is also involved in managing client relationships in life insurance through Peak360 Wealth Management and Lion Street Financial. Brooker Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth families, trusts, charitable foundations, and employer-sponsored plans. The firm employs a Modern Portfolio Theory-based investment approach with diversified portfolios and periodic client reviews.

Ann Fleming is a CFP® with 8 years of industry experience, currently serving at Fleming Financial Advising and owning i2 Financial Planning, a financial education company. She has worked at Fleming Financial Advising since 2000 and founded i2 Financial Planning in 2025, dedicating a portion of her time to this educational endeavor. Fleming Financial Advising primarily serves individual clients with fee-only financial planning and portfolio management under a fiduciary standard. The firm emphasizes goal- and risk-focused investment strategies, individualized portfolios, and maintains a small advisory team with credentialed planners.

Daniel Hawley is a CFP® professional with 43 years of industry experience. He is the principal of Hawley Advisors in Walnut Creek, CA, where he has worked since 2005. Prior to founding Hawley Advisors, he spent seven years at Foothill Securities, Inc. Hawley Advisors offers personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm primarily serves individual and high-net-worth clients, employing a strategic asset allocation approach based on Modern Portfolio Theory, with investments mainly in no-load or load-waived mutual funds and exchange-traded funds.

Harold Lowe is a financial advisor with Monvia Financial L.P. in Walnut Creek, CA, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Whitehall-Parker Securities, Lincoln Financial Securities, and his own consulting and insurance businesses. Outside of advising, he provides consulting services to political candidates and non-profit organizations and is involved in community outreach through his marketing support work at Lowe Consulting Group. Monvia Financial L.P. offers individualized financial planning, portfolio management, and ERISA retirement-plan advisory services to individuals, high-net-worth households, and plan sponsors. The firm combines fundamental, technical, and cyclical analysis within documented investment policy statements and provides both fiduciary retirement-plan support and traditional wealth management.

Richard Morey is a financial advisor with Secure Retirement Financial & Insurance Services Corp. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Secure Retirement Financial & Insurance Services Corp. since 2004. In addition to his advisory role, he is a licensed insurance agent offering insurance products such as annuities, long-term care, and life insurance. Secure Retirement Financial & Insurance Services Corp. manages approximately $92.4 million for individuals, pensions, trusts, and charitable organizations, providing portfolio management, financial planning, and retirement account advice. The firm offers actively managed investment strategies tailored to clients’ goals and risk tolerance and operates a referral program for independent advisers.

Michael Hsu is a financial advisor with Asia Global Asset Management, Inc. in Alameda, CA, holding a Series 65 designation and 18 years of industry experience. He has worked at Asia Global Asset Management since 2007 and was previously with Vision Wealth Management, Inc. from 2015 to 2017. Outside of his advisory role, Hsu is the founder and president of the Center for Marketplace Ministries, a nonprofit organization that trains Christian entrepreneurs. Asia Global Asset Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning and facilitating relationships with independent third-party investment advisers. The firm emphasizes a data-gathering process to assess client goals and risk tolerance and relies primarily on outside managers for portfolio management and custody.

Erik Wolfers is a CFP® professional with nine years of industry experience, currently serving at First and Main Financial in Piedmont, CA. He has been associated with Wolfers Asset Management since 2001. First and Main Financial manages client assets on a discretionary basis, primarily serving individual investors and revocable trusts. The firm emphasizes long-term diversification and periodic rebalancing using mutual funds, ETFs, and various fixed income options, and also provides comprehensive financial planning and pension plan participant services.

Jarrett Brady is a financial advisor at Pursue Wealth Partners, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Kingswood Capital Partners, J Alden Associates, iCapital Wealth, Cantella & Co., and Raymond James & Associates. Brady is also CEO of White Rabbit Cap, Inc., an entity established for legal and accounting purposes related to Pursue Wealth Partners. Pursue Wealth Partners is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $243 million through discretionary and non-discretionary investment management, employing a long-term strategy that combines fundamental and technical analysis across diverse asset types, including mutual funds, ETFs, equities, bonds, options, and structured products.

James Gebhardt is a CERTIFIED FINANCIAL PLANNER™ professional with 30 years of industry experience. He is the principal of Gebhardt Group, Inc., where he has worked since 2005. Prior to that, he held roles at Integrity Alliance LLC and 401K Masters, LLC. Gebhardt also operates as an independent insurance agent, focusing on fixed insurance products. Gebhardt Group provides discretionary investment management and financial planning services primarily for individuals, trusts, estates, charitable organizations, and retirement plan participants. The firm employs an actively managed, trend-oriented “Protected Growth” strategy and serves a high-net-worth clientele through coordinated planning and multiple custodial and third-party platforms.

Faraz Sattar is a financial advisor with Accretive Wealth Management, LLC in San Ramon, CA. He holds a Series 65 designation and has 13 years of industry experience, having been with Accretive Wealth Management since 2012. Accretive Wealth Management provides investment management, financial planning, and pension consulting to individuals, including high-net-worth clients, as well as small business and institutional clients. The firm uses multiple methods of analysis and manages exposure across public and private markets, with a particular focus on private placements, private equity, private real estate, private debt, hedge funds, REITs, and qualified opportunity zone investments.

Mark Sifling is a CFP® with 20 years of experience in financial advising at Simple Life Financial, where he has been a principal since 2006. He also serves as the principal consultant of Blu Pagoda LLC, a management consulting firm that provides services to financial companies. Simple Life Financial offers investment advisory and financial planning services to individuals, families, small businesses, and related entities, with experience serving multi-generational households through tailored investment profiles, cash-flow and liquidity planning, and coordination with clients’ other professional advisors.

Ian Tongol is an advisor at Investment Growth Management, Inc. with one year of industry experience. His prior work history includes positions at Armanino LLP, Century Group, and Robert Half. Outside of his advisory role, he is also involved with ECA Marketing. Investment Growth Management provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth households, as well as business retirement-plan sponsors and participants. The firm focuses on long-term, diversified portfolios combining equities, fixed income, mutual funds, and individual securities, and offers additional services such as personal cash-flow tracking and educational presentations.