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.

Tejpartab Anand is a financial advisor at Accretive Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked as a derivatives trader and in financial services roles at OneAmerica and Cornerstone Financial Partners. Anand has been with Accretive Wealth Management since 2021. Accretive Wealth Management serves individual, small business, and institutional clients by offering investment management, financial planning, and pension consulting services. The firm employs analytical approaches including charting, fundamental, technical, and cyclical analysis, and manages portfolios on both discretionary and non-discretionary bases.

Adam Bagherian is a CFP® with 14 years of experience in financial advising. He is a principal at Arbor Wealth Management in Walnut Creek, CA, where he has worked since 2016. He is also pursuing CPA credentialing and is involved in maintaining and managing short-term rental properties independent of his advisory role. Arbor Wealth Management serves individual clients, trusts, estates, and business entities by providing investment advisory and financial planning services. The firm employs a strategic long-term investment approach supplemented by tactical adjustments, utilizing risk-tolerance assessments and advanced portfolio management tools.

Karen Medford is a CFP® with eight years of experience at Fleming Financial Advising in Walnut Creek, CA. She has been with the firm since 2009 and holds a Series 65 license. Fleming Financial Advising serves individual clients with fee-only financial planning and portfolio management under a fiduciary standard, focusing on later-life planning and survivor-transition work. The firm emphasizes goal- and risk-focused investment strategies using diversified pooled vehicles and fixed-income instruments, managing most accounts on a discretionary basis with individualized portfolios rather than model portfolios.

Cathy Jackson Gent is a financial advisor at Global Investment Company with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research Advisors and OZI Company, LLC. Outside of her advisory role, she is involved in several nonprofit and community organizations, including serving as a founder of the Women’s Chamber of Commerce and holding leadership roles in local advisory councils and nonprofit boards. Global Investment Company provides portfolio management, financial planning, and pension consulting to individuals, including high net worth clients, and charitable organizations. The firm uses model portfolios and third-party money managers, focusing primarily on asset allocation and employing a range of investment strategies and instruments.

Nikhil Bhardwaj is a financial advisor at Trillium Investments with 14 years of industry experience. He holds a Series 65 designation and previously worked at Carlson Financial Management for 16 years before joining Trillium Investments in 2022. Trillium Investments offers discretionary investment management along with financial, retirement, estate, and tax planning services primarily for individual and high-net-worth clients. The firm employs a tax-aware, value-oriented investment process with a focus on risk controls, diversification, and defined time horizons.

William Lahl is a financial advisor at Vista Advisor Group, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Vista Advisor Group since 2020 and at Cetera Advisor Networks LLC since 2013. Outside of his advisory role, he serves as a speaker and instructor for the Retirement Planning Today program, which provides general retirement education. Vista Advisor Group offers investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, managing over $314 million in assets. The firm emphasizes a fiduciary, client-centered approach with personalized portfolio management and comprehensive planning services, supported by a high client-to-advisor ratio and a wrap fee program.

Alexander Harmsen is a financial advisor at Global Predictions Inc with a Series 65 designation and three years of industry experience. Prior to his current role, he worked at Iris Automation for six years and serves as chairman there. He also acts as a technical advisor at VeriSIM Life. Global Predictions provides online, non-discretionary portfolio allocation recommendations to individual investors through its web application, PortfolioPilot. The firm uses quantitative, model-based analysis and machine learning to deliver personalized investment guidance and tax optimization tools, while clients retain full discretion and custody.

Kory Swekla is a CFA® charterholder with 25 years of industry experience and has been with Ascension Wealth Partners, LLC since 2008. He holds the Series 65 license and is based in Pleasant Hill, CA. Ascension Wealth Partners provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm manages approximately $127.8 million for 43 client households, focusing on broad global diversification primarily through indexed and tax-managed mutual funds and ETFs, guided by personalized Investment Policy Statements.

Joseph Fuqua is a Series 65-licensed financial advisor at Granite Capital with 19 years of industry experience. He has been with Granite Capital Management since 2000 and has previous experience at Banc of America Securities. Granite Capital Management is an independent advisory firm managing approximately $315 million for about 76 clients. The firm offers discretionary portfolio management and wealth management services to individuals, institutions, and charitable organizations, with an investment approach that emphasizes diversified equity exposure, fixed-income holdings, and a combination of fundamental and technical analysis.

Michael Sappington is a financial advisor with Ascension Wealth Partners, LLC in Pleasant Hill, CA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Ascension Wealth Partners since 2008. Ascension Wealth Partners provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm manages approximately $127.8 million for 43 client households, focusing on broadly diversified portfolios using registered mutual funds and exchange-traded funds, with an emphasis on indexed and tax-managed funds.

Antonio Kwok is a financial advisor at AK Global Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with AK Global Asset Management since 2005. AK Global Asset Management provides personalized portfolio management services to individuals, retirement plans, trusts, estates, corporations, and other business entities, focusing primarily on individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis, including long- and short-term trading strategies, and manages roughly $117.8 million in discretionary assets across a small client roster.

Sampurna Khasnabis is a financial advisor at Nia Impact Capital with a Series 65 designation and four years of industry experience. Prior to joining Nia Impact Capital, she held roles at the University of Chicago, Ashoka University, the Centre for Civil Society, and Amnesty International India. Nia Impact Capital provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, using a proprietary Six Solutions Themes framework and gender-lens screening to guide investment decisions. The firm is notable for acting as adviser and sponsor to a registered mutual fund while also serving other advisers and program sponsors.

Scott Berg is a financial advisor at Insight Capital Management with 42 years of industry experience. He holds a Series 63 designation and has worked at firms including Resource Investment Architects, Inc. and Arkadios Wealth. Outside of his advisory role, Berg is a martial arts instructor. Insight Capital Management is an SEC-registered advisory firm serving individual and high-net-worth clients, trusts, and foundations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and educational workshops, tailoring investment strategies to clients’ goals and risk tolerance using a combination of fundamental and technical analysis.

Alexander Tsuruda is a financial advisor at D & T Financial Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at D & T Financial Advisors since 2025, as well as at Downs & Tsuruda, Inc. since 2020. In addition to his advisory role, he operates a tax accounting firm, Jackson Downs & Tsuruda CPA's, where he prepares individual and entity tax returns and provides bookkeeping services. D & T Financial Advisors provides discretionary investment management and retirement plan advisory primarily for individuals, including high net worth clients, as well as trusts, qualified retirement plans, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach focusing on diversified, low-turnover, passively managed asset-class funds with a buy-and-hold strategy.

Kenneth Silva Ballard Jr. is a Series 66–licensed financial advisor with 10 years of industry experience. He is currently the sole advisor at Communitas Financial Planning PBC and has previously worked with First Affirmative Financial Network, Summit Financial, and other firms. Outside of finance, he owns and operates Chef Pro Life, a consulting and training business in the culinary field. Communitas Financial Planning PBC primarily serves institutional clients such as plan sponsors and retirement plans, focusing on socially responsible investing combined with diversification and asset-allocation strategies. The firm provides services including retirement plan consultation, participant education, third-party manager due diligence, and investment advisory program implementation.

James Boucher is a CFP® with 27 years of industry experience and a Series 63 license. He has been with Wilson & Boucher Capital Management, LLC since 2005. Outside of his advisory work, he serves as a reserve police officer with the Walnut Creek Police Department and holds officer and board positions, including CFO, at a technology start-up, Risoftdev, Inc. Wilson & Boucher Capital Management is a registered investment adviser serving primarily individual clients, including high-net-worth individuals, as well as trusts and pension plans. The firm manages approximately $264.4 million across about 135 client relationships, focusing on discretionary portfolio management and financial planning tailored to each client’s risk tolerance and investment objectives.

Arabelle Rachel Restauro is a financial advisor at Spiegelman Wealth Management, Inc. in Walnut Creek, CA, holding a Series 66 designation with 19 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Adam Spiegelman, and Northwestern Mutual Wealth Management Company. Spiegelman Wealth Management, Inc. offers personalized investment management and financial planning to individuals, trusts, foundations, retirement plans, and corporations. The firm uses a combination of mutual funds, ETFs, individual stocks, and bonds guided by fundamental analysis and client-specific asset allocation.

Juliana Moravy is a CFP® professional with three years of industry experience, currently serving at Elmwood Wealth Management in Piedmont, CA. She has been with Elmwood Wealth Management since 2014, including its current team structure since 2023. Elmwood Wealth Management is a fee-based, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and various account types. The firm employs a total-return, long-term investment philosophy with both actively managed and ETF-based strategies, integrating ongoing financial planning with portfolio construction and offering specialized tax coordination and retirement plan advisory services.

Brian Kavanaugh is a financial advisor at Archvest Wealth Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archvest since 2021. Prior to joining Archvest, he was involved in acting and coaching from 2019 to 2021 and has performed occasionally on television. Archvest Wealth Advisors serves individuals, including high-net-worth and ultra-high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, investment management, retirement plan advisory, and family office services, managing approximately $330 million in client assets as of December 31, 2024.