Sean Kenmore is a CFP® with 17 years of industry experience and has been with Affinity Capital Advisors LLC since 2013. He holds the Series 66 designation and works out of Berkeley, CA. Outside of his advisory role, Kenmore is involved in real estate as a licensed broker and managing partner in multiple real estate and development ventures. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $851 million in assets across 531 client relationships. The firm combines fundamental, technical, and charting analysis to construct and monitor diversified portfolios, utilizing a variety of investment vehicles including options and alternative assets, and provides comprehensive financial planning, consulting, and specialized tax and retirement services.

Ryan Kosakura is a CFA® charterholder with 11 years of industry experience. He has been with ZRC Wealth Management since 2014. Kosakura is based in Walnut Creek, CA, and is part of a six-advisor team at Elevation Wealth Partners, LLC. Elevation Wealth Partners serves individuals, families, high-net-worth clients, small businesses, and institutional accounts by providing fee-only discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and long-term, academically informed investment strategies, supported by integrated tax and accounting services.

Tiffany Blaho is a financial advisor at Bell Investment Advisors Inc with 10 years of industry experience. She holds a Series 65 designation and has worked at Bell Investment Advisors since 2019, following four years at Burleson & Company, LLC. Bell Investment Advisors is an SEC-registered firm that provides discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients. The firm offers customized investment recommendations based on clients’ personal and financial circumstances and conducts ongoing account monitoring while considering market and economic trends.

Matthew Gatt is a CFP® at North Berkeley Wealth Management, LLC in Berkeley, CA, with 10 years of industry experience. He has been with North Berkeley Investment Partners, LLC since 2016. North Berkeley Wealth Management provides comprehensive financial planning and investment management services to individuals, families, business owners, retirees, and various entities. The firm emphasizes customized asset allocation with a mix of passive and active strategies, offering specialized ESG options and serving approximately 400 clients with $829.7 million in assets under management.

Wing Yin Kong is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with Willow Grove Advisors, LLC, where she has worked since 2021. Prior to that, she was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America from 2015 to 2020. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for around 187 client relationships, primarily individual and high-net-worth investors. The firm offers customized portfolio management using a combination of technical and economic analysis, strategic asset allocation, and both long- and short-term trading strategies, and it integrates private and public holdings for suitable clients.

Gerwin De Haan is a financial advisor at Burton Enright Welch with one year of industry experience. He holds a Series 65 designation and has worked previously at APS Management Group, Inc. and Cal Poly Pomona. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts and estates, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $1.246 billion in assets and employs a disciplined investment approach combining active and passive strategies with ongoing monitoring and tailored portfolio management.

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.

Annie Klopstock is a financial advisor at Burton Enright Welch with four years of industry experience. She holds a Series 65 designation and previously worked at Tandem Investment Advisors and UCSF Medicine. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and various business entities. The firm employs a disciplined investment process combining active and passive strategies, serving approximately 610 clients with a team of 11 advisors.

Nily Levy is a financial advisor at Paragon Capital Management LLC with 40 years of industry experience. She has held roles at Charles Schwab and Charles Schwab Bank, totaling 25 years before retiring briefly and joining Paragon Capital Management in 2020. Levy holds the Series 63 and Series 66 designations. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, offering discretionary portfolio management combined with financial planning, retirement strategy, asset allocation, and estate-planning support. The firm’s investment approach emphasizes fundamental analysis across a diverse mix of securities and typically pursues longer-term holdings with adaptive rebalancing based on client needs and market conditions.

Robert Enright is a CFP® professional with 26 years of experience in financial advising. He has been with Burton Enright Welch since 2010. Outside of his advisory role, he serves as a board member for Saint Ignatius College Prep in San Francisco. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and various business entities. The firm manages approximately $1.246 billion in assets and employs a disciplined four-step investment process combining active and passive strategies tailored to client objectives.

Lev Mandel is a financial advisor with First Affirmative Financial Network LLC and holds a Series 66 designation. He has nine years of industry experience, including prior roles at Cambridge Investment Research Advisors and Cambridge Investment Research. Mandel is also active as an author, educator, and podcast speaker. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and institutions through a nationwide network of advisors. The firm focuses on values-aligned and faith-based investing, integrating ESG factors and proprietary scores into portfolio construction, and offers a range of discretionary fiduciary investment management and financial planning services.

Jonathan Manzo Cardenas is a financial advisor with Affinity Capital Advisors LLC in Berkeley, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Affinity since 2018 and previously worked at Pacific Private Wealth Management, LLC from 2012 to 2018. Outside of advisory work, he is involved in managing real estate investment companies. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities with comprehensive portfolio management and financial planning. The firm combines fundamental, technical, and charting analysis to construct portfolios and offers a broader range of services including alternatives investing and direct real estate investment opportunities.

Laura Kohler is an advisor at Willow Grove Advisors, LLC with a Series 65 designation. She has recent experience working with Willow Grove Advisors and Ride Oakland, along with roles at Family Support Services and SoulCycle, LLC. Prior to her current roles, she spent five years at KPMG, LLP. Willow Grove Advisors is a fee-only SEC-registered investment adviser serving individual and high-net-worth clients, typically with account minimums of $500,000. The firm provides discretionary portfolio management with an investment approach that combines strategic asset allocation, technical and economic analysis, and uses a mix of ETFs, mutual funds, and private placements.

Kelly Randall is a CFP® professional with seven years of industry experience, currently serving as an advisor at Burton Enright Welch since 2019. Prior to that, Randall worked for five years at Altfest Personal Wealth Management. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and various business entities. The firm manages approximately $1.246 billion across discretionary and non-discretionary accounts, employing a disciplined four-step investment approach that combines active and passive strategies with ongoing portfolio monitoring.

David Lewis is a financial advisor at Lewis Asset Management in Lafayette, CA, with 28 years of industry experience. He has been with Lewis Asset Management since 2007 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans through a five-advisor team, managing approximately $387 million. The firm focuses on long-term trading and broad-market exposure, constructing customized portfolios that emphasize diversified fund-based strategies aligned with clients’ objectives and risk tolerance.

Michael Mischler is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Gemmer Asset Management LLC, where he has been since 2013. The firm employs a team of eight advisors and is based in Walnut Creek, CA. Gemmer Asset Management provides discretionary portfolio management services to individuals, trusts, retirement plans, and small businesses. The firm manages over $2.3 billion across approximately 1,270 clients, focusing on separately managed accounts with an investment approach centered on asset allocation, longer-term holdings, and periodic portfolio rebalancing.

Maria Quintana Pilling is a CFA® charterholder with one year of experience at North Berkeley Wealth Management, LLC. Prior to joining the firm, she has owned and operated Urbanspice Nutrition, a nutrition and health coaching practice. She serves clients from Berkeley, CA. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $710.6 million in assets. The firm provides comprehensive financial planning and investment management with an emphasis on long-term, total-return oriented portfolios using a mix of passive and active strategies and offers ESG and carbon-screened options.

John Blatter is a financial advisor with Affinity Capital Advisors LLC in Berkeley, CA. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at ION Solar, Athelas, and LaunchPod Media, among others. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities with portfolio management, financial planning, and consulting services. The firm uses a combination of fundamental, technical, and charting analysis to manage diversified portfolios that may include alternative and illiquid investments.

Jason Qiu is a financial advisor at Echo45 Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Echo45, he held various roles outside of finance, including positions in the food service industry and at the University of California Riverside. Echo45 Advisors serves individuals, trusts, retirement plans, and business entities with comprehensive wealth management and financial planning services. The firm combines multiple analytical methods and a range of investment strategies, offering both discretionary management and an automated digital advisory service through Betterment Securities.

Ryan Kelley is a CFA® charterholder with 14 years of industry experience. He has been with Bell Investment Advisors Inc since 2019 and previously worked at ALPS Distributors, Seafarer Capital Partners, Waddell & Reed, and Planmember Securities Corporation. Bell Investment Advisors is a team-based SEC-registered adviser serving individual clients, trusts, and institutional accounts. The firm provides customized investment management and financial planning, primarily using diversified strategies with exchange-traded funds and no-load mutual funds.