Michael Macdonald is a financial advisor with Financial Transparency, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has held various roles including trustee, personal representative, and managing his own financial management firm. Macdonald also serves as trustee of a self-directed profit-sharing plan and is an insurance agent. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and organizations through a network of independent advisory representatives. The firm employs asset allocation strategies based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering discretionary asset management, financial consultations, and pension consulting across multiple customized investment programs.

Anthony Schliesser is a CFP® affiliated with The Pacific Center for Financial Services in Danville, CA. He has experience with several firms, including Aspiriant and Axa Advisors, and has been with The Pacific Center for Financial Services since 2026. The Pacific Center for Financial Services advises individuals, high-net-worth families, family trusts, and retirement accounts, providing financial planning, consulting, and investment management services. The firm manages over $1 billion in assets and operates a Managed Account Program focused on diversified, asset-allocation-based portfolios using mutual funds, stocks, ETFs, and bonds.

Thomas McCormick is a financial advisor at American Investors Company with over 50 years of industry experience. He holds a Series 63 designation and has worked at American Investors Company since 1989, also spending 11 years at Straube Associates, Inc. In addition to his advisory work, he operates a tax preparation and attorney business. American Investors Company provides investment advisory and financial planning services to individuals, plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and brokerage services, including asset management, financial planning, and 401(k) consulting, with a multi-revenue model that includes both fees and commissions.

Scott Bowhay is a financial advisor with Investor Fan who holds Series 63 and Series 65 credentials and has 47 years of industry experience. His prior work includes roles at Wells Fargo Advisors Financial Network LLC and MSH Capital Advisors. He is also the managing partner of Bowhay Investments LLC, where he provides investment advisory services to individuals and foundations. Investor Fan offers investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm uses a portfolio approach based on Modern Portfolio Theory, incorporating fundamental, technical, cyclical, and macroeconomic analysis, and typically reviews client accounts quarterly or more frequently.

Benjamin Peters is a financial advisor at Burton Enright Welch with 13 years of industry experience. He holds a Series 65 designation and has been with Burton Enright Welch since 2014, following three years at Napa Valley Wealth Management. Outside of his advisory role, Peters is a co-founder of PICKMOTO, a mobile applications business, where he contributes to task management, bug tracking, and outreach. Burton Enright Welch serves individuals, families, trusts, estates, pension plans, and business entities, offering investment management, financial planning, and retirement plan consulting. The firm applies a documented, four-step disciplined investment process and manages diversified portfolios with approximately $1.55 billion in assets under management.

Peter Burton is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Burton Enright Welch since 2010. The firm is based in Walnut Creek, CA, and Burton provides financial planning services including life insurance analysis and referrals to estate planning attorneys. Burton Enright Welch serves individuals, families, trusts, estates, and business entities, managing approximately $1.246 billion in assets. The firm employs a disciplined four-step investment process combining active and passive strategies, offering tailored portfolio management and specialized planning services.

Brian Gemmer is a financial advisor at Gemmer Asset Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Gemmer Asset Management since 2006. Gemmer Asset Management provides discretionary portfolio management for individuals, trusts, retirement plans, and small businesses. The firm manages just over $2.3 billion across approximately 1,270 clients, focusing on asset allocation and longer-term holdings primarily through no-load mutual funds and ETFs, with periodic portfolio rebalancing and a dedicated Social Strategy to limit fossil fuel exposure.

Ian Castille is a CFP®-designated financial advisor with Capital Advantage, Inc. in Walnut Creek, CA, and has 18 years of industry experience. His prior roles include positions at LPL Financial, TD Ameritrade, Banc of America Investment Services, and Wells Fargo Investments. He is also a California Notary Public. Capital Advantage, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses fundamental and technical analysis combined with macroeconomic indicators and treats cash as an asset class for defensive positioning.

Dean Leonard is a CFP® with 42 years of industry experience, currently serving at Castle Rock Wealth Management, LLC. His prior experience includes over two decades at WHJR Associates and extensive tenure at Royal Alliance Associates, INC. Leonard is also a licensed insurance agent involved in the sales and service of fixed insurance, accident and health, and long-term care products. Castle Rock Wealth Management provides fiduciary investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, managing discretionary portfolios that include stocks, bonds, ETFs, options, and other securities. The firm serves approximately 2,024 clients across six offices, offering comprehensive financial planning and utilizing a combination of fundamental, technical, and cyclical analysis in its investment approach.

Marla Schroeder is a financial advisor at Contravisory Investment Management, Inc. with one year of industry experience. Prior to entering the financial sector, she worked in education at Orinda Union Schools and Moraga Schools for a combined total of over ten years. Contravisory Investment Management serves both individual and institutional clients, managing approximately $702 million across discretionary and non-discretionary accounts. The firm employs a proprietary quantitative and technical research system to guide its investment strategies and is notable for its dual role as both investment manager and sponsor of private pooled vehicles that utilize long-short strategies.

Colin Taylor is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He has been with Capital Advantage, Inc. since 2011 and previously worked at Catalyst Financial Planning & Investment Management Corporation from 2007 to 2011. Capital Advantage, Inc. is an SEC-registered investment adviser that provides discretionary investment management and financial planning to a range of clients including individuals, high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis alongside macroeconomic indicators to guide investment decisions and treats cash as an asset class for defensive positioning.

Emmanuel Comes is a financial advisor with American Investors Company in San Ramon, California. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has been with American Investors Company since 2011. 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 both discretionary and non-discretionary asset management, hourly consultations, financial planning, and retirement plan services, operating with a combined broker-dealer and SEC-registered adviser structure.

Kayla Fernandez is a CFP® and Series 65-licensed financial advisor with six years of industry experience. She has worked at California Financial Advisors since 2020 and previously held roles at 1440 Multiversity, Presidio Bank, Santa Clara University, and the University of Oregon. Outside of finance, she has experience in the hospitality industry through her work at Palacio Restaurant. California Financial Advisors is an SEC-registered firm managing over $2 billion in client assets. The firm serves individuals, charitable organizations, and businesses, employing an investment approach focused on asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers.

Nicholas Venezia is a financial advisor at California Financial Advisors with a Series 65 designation and three years of industry experience. His prior work includes roles at Colliers International and Page Mill Winery, as well as self-employment. California Financial Advisors serves individuals, charitable organizations, and businesses by providing investment supervisory services, financial planning, and consulting. The firm’s investment approach focuses on asset allocation, mutual fund and ETF analysis, and due diligence of third-party managers, managing approximately $2 billion in assets.

Wayne Freeman is a financial advisor with Dixon Financial Services in Lafayette, CA, holding a Series 63 designation and 34 years of industry experience. He has been with Dixon Financial Services since 1995 and also affiliated with Assante Capital Management since 2001. Dixon Financial Services provides investment advisory services to individuals, trustees, charitable organizations, business owners, and corporations. The firm focuses on strategic asset allocation using mutual funds and ETFs within a Modern Portfolio Theory framework and manages approximately $1.086 billion in assets across five advisors.

Ryan Dennehy is a financial advisor at California Financial Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at Maloon, Powers, Pitre & Higgins, LLC since 2017. Prior to his advisory career, he was affiliated with CalPoly State University for four years. California Financial Advisors is an SEC-registered firm that provides portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm manages over $2 billion in client assets and employs a team-based approach with specialized investment strategies tailored to clients’ objectives and tax considerations.

Jessica Schafer is a CFP® and Series 66-registered financial advisor with 17 years of industry experience. She has been with J.P. King Advisors, Inc. since 2016 and previously worked at American Investors Company and Alamo Capital. In addition to her advisory role, she owns an independent insurance agency specializing in life and health insurance sales. J.P. King Advisors, Inc. is an employee-owned SEC-registered investment advisory firm managing approximately $889.7 million for around 450 client family relationships. The firm offers comprehensive financial planning and discretionary portfolio management, serving a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Andrew Kirchner is a financial advisor at Elevation Wealth Partners, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including ZRC Wealth Management, Assetmark Financial, Envestnet, and FDx Advisors. Elevation Wealth Partners serves individuals, families, high-net-worth clients, small businesses, pension and profit-sharing plans, trusts, and estates. The firm provides fee-only discretionary portfolio management and comprehensive financial planning, emphasizing asset allocation and long-term, academically informed investment strategies.

Walter Au is a financial advisor with Dixon Financial Services in Lafayette, CA, holding a Series 63 designation and 31 years of industry experience. He has worked at Dixon Financial Services since 2000 and has been with Assante Capital Management Inc. since 2001. Dixon Financial Services serves individuals, trustees, charitable organizations, business owners, and corporations by providing investment advisory services focused on individualized investment policy statements, portfolio management through asset allocation, and coordination with clients’ professional advisors. The firm emphasizes strategic asset allocation using mutual funds and ETFs within a Modern Portfolio Theory framework and manages approximately $1.086 billion in client assets.

Brian Baylis is a financial advisor at Bell Investment Advisors Inc with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bell Investment Advisors since 2007. 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 customizes investment recommendations based on clients’ circumstances and conducts ongoing account monitoring while considering market and economic trends.