Preston Mayo is a financial advisor at Insight Wealth Strategies, LLC in San Ramon, CA. He holds Series 65 and Series 63 licenses and has recently entered the industry, with experience beginning in 2023. His prior roles include positions at LPL Enterprise LLC, Frost Bank, Fidelity Investments, and as a contractor with U.S. Bank. Insight Wealth Strategies offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, and institutions. The firm uses proprietary portfolio models primarily based on low-cost, diversified ETFs and individual stocks, employing a multi-disciplinary investment process that includes fundamental, technical, quantitative, and sector analysis.

Ashley Souza is a financial advisor with The Pacific Center For Financial Services, holding a Series 66 designation and 20 years of industry experience. She has worked with Cetera Wealth Services, LLC for 13 years and has been with Pacific Center Financial Services since 2004. In addition to advisory work, she is involved in life, health, and long-term care insurance sales as part of her business activities. 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.

John Nolan is a financial advisor at Malakoff Wealth with five years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Electronics for Imaging, and BDO. Nolan provides investment advisory services through Master Wealth, LLC, an independent investment advisor firm. Malakoff Wealth offers financial planning and consulting services to individuals, trusts, nonprofit organizations, banks, business entities, and pension/profit-sharing plans. The firm focuses on written financial plans and periodic reviews, referring clients to LPL Financial for investment implementation and portfolio supervision, and emphasizes manager evaluation without discretionary portfolio management or percentage-based fees.

Jamie Hargrave is a financial advisor with Prosperity Financial Group, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Prosperity Financial Group since 2015 and also serves as an independent insurance agent with CSI Financial Group. Additionally, Hargrave is the CEO and founder of Cadence Capital Investments, a commercial real estate investment agency. Prosperity Financial Group, Inc. provides asset management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, and business entities. The firm operates with a multi-adviser team structure and offers tailored portfolios using a range of investment methods and third-party money managers.

Kellie Raasch is a CFP® professional with six years of industry experience, currently serving at Malakoff Wealth in Danville, CA. Her previous experience includes multiple roles at LPL Financial, LLC, and positions at KLS Logistics Services and Raasch, Inc. She is also a commissioned notary public. Malakoff Wealth offers financial planning and consulting services to individuals, trusts, nonprofits, banks, businesses, and pension/profit-sharing plans, focusing on written financial plans and periodic reviews without managing client assets or accepting custody. The firm’s approach emphasizes fundamental analysis, manager evaluation, and avoids frequent trading, offering advice through hourly, fixed-fee, or retainer engagements.

Cole Durkin is a CFA® charterholder with nine years of industry experience. He has been with Insight Wealth Strategies, LLC since 2018, following two years at Lincoln Financial Advisors Corporation. Durkin holds a Series 66 license and is based in San Ramon, CA. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term, model-driven investment approach using proprietary portfolios alongside independent manager referrals, integrating fundamental, technical, quantitative, and sector analysis across diverse asset classes.

Bradley Haupt is a financial advisor with American Investors Company, holding a Series 63 designation and bringing 49 years of industry experience. He has been with American Investors Company since 2006 and also operates Allied Tax Planners, where he provides tax preparation, planning, and audit representation services. American Investors Company serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with investment advisory and financial planning services. The firm offers both discretionary and non-discretionary asset management, financial planning, 401(k) investment monitoring, and conducts evaluations of third-party money managers, combining broker-dealer and SEC-registered adviser activities.

Saul Greene is a financial advisor at Kaizen Financial Strategies, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Cyberpress, Waddell & Reed, Inc., and Ameriprise. In addition to his advisory role, he is also licensed as an insurance agent in Milpitas, CA. Kaizen Financial Strategies serves individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations with financial planning, retirement plan consulting, and asset management. The firm employs a diversified investment approach including fundamental, technical, and sector analysis, and offers managed accounts utilizing advanced strategies such as options, margin, and hedging within its wrap-fee program.

Timothy Raftis is a CFP® professional with 35 years of industry experience. He is currently with Insight Wealth Strategies, LLC, where he has worked since 2021. His prior experience includes roles at B|O|S, Bank of America, and Merrill. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and institutions. The firm employs a long-term, model-driven investment process utilizing proprietary portfolios, low-cost ETFs, individual stocks, and alternative holdings, along with a detailed marketing and reporting program.

Joseph Watson is a financial advisor with Wealth Watch Advisors, Inc. He holds Series 63 and Series 65 licenses and has eight years of experience at Wealth Watch Advisors. Watson is also president of Shield Financial & Insurance Services, where he provides clients with insurance solutions for asset preservation, and co-owner and president of Wealth Spring Financial Network, a firm that recruits and mentors agents. He serves on the Board of Advisors for the Institute of Business & Finance and participates in short-term mission work through a local missions committee. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a mixed investment approach using third-party model managers and a combination of quantitative, qualitative, and technical analysis, offering services ranging from portfolio management to financial planning and consulting.

Matthew Weaver is a CFA® charterholder with 12 years of industry experience. He has worked at Prosperitas Financial, LLC since 2026 and previously spent a decade at LPL Financial. His background also includes roles at Fremont Bank and Bedell Frazier Investment Counselling. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm employs a mix of analytical approaches to build individualized portfolios and manages approximately $812 million for about 1,745 clients.

Gerardo Garcia is a financial advisor at Encompass More Asset Management LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Verity Asset Management and Appreciation Financial. Outside of his advisory role, Garcia is involved in multiple business activities including serving as president of Garcia Ventures and working with specialty payroll, estate planning, and annuity marketing firms. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach that integrates quantitative, qualitative, and fundamental analysis, and delegates portfolio management to in-house models and unaffiliated sub-advisers.

Iuliia Malysheva is a financial advisor at RBC Securities, Inc. with two years of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors, LLC, Bank of America, N.A., and Merrill. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to its affiliated sub-advisor, RBC Rochdale. The firm is notable for its integration within a broad financial services group that includes banking, trust, municipal advisory, and other financial businesses.

William Watson is a financial advisor at Wealth Watch Advisors, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Wealth Watch Advisors, he was affiliated with Shield Financial Services while also licensed as a life and annuity agent in California, focusing on client discussions related to life and annuity contracts. Wealth Watch Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical methods to manage portfolios through approved third-party model managers and offers access to selected alternative private placements for accredited investors.

Michael Solari is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and two years of industry experience. He has worked with Encompass More since 2023 and concurrently with Appreciation Financial since 2020, where he is also a licensed life insurance agent involved in retirement and financial planning. Prior to his financial career, he spent nine years with Venge Vineyards. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, focusing exclusively on individual investors rather than corporate or charitable clients.

Carol Ochoa is a financial advisor at Prosperity Capital Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Your Secure Retirement Capital and C2P Capital Advisory Group, LLC. Outside of advisory work, she serves as Chapter President of the Foundation for Fiduciary Education Inc. in Pleasanton, CA, where she conducts financial literacy seminars without compensation. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual, corporate, charitable, and retirement plan clients. The firm employs a model-driven, multi-sleeved investment approach that includes core risk-based portfolios, specialized strategies, and access to a range of mutual funds, ETFs, and alternative solutions.

Sonja Kurhanewicz is a financial advisor with Legacy Wealth Management, LLC in Pleasanton, CA, holding 2 years of industry experience. She has also been involved with Essential Business Concepts, Inc. since 2008. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm offers customized investment strategies using in-house models, sub-advisers, and a broad range of investment options, including alternatives and illiquid programs.

Stacy Tredennick is a financial advisor with NWF Advisory Services Inc and holds a Series 66 credential. She has 24 years of industry experience, including prior roles at Merrill, Whjr Associates, and OSAIC. Outside of her advisory work, she assists in managing her mother's trust and retirement accounts as a trustee and power of attorney. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisors. The firm serves primarily individual and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, utilizing an open-architecture, technology-driven platform.

Kevin Shelton is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Buck Wealth Strategies, LLC. His prior roles include positions at Fidelity Brokerage Services LLC and The Prudential Insurance Company of America. He holds the Series 63 designation. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with tactical asset allocation and sector rotation, utilizing equities, ETFs, mutual funds, fixed income, and select alternatives, and integrates third-party financial-planning tools and money managers.

Manuel Goulart is a financial advisor with Founders Financial Securities LLC in San Ramon, CA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Founders Financial Securities and operates Goulart Partners, an investment advisory firm, since 2014. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, and retirement consulting, utilizing multiple advisory platforms and a combination of mutual funds, ETFs, model allocations, and sub-advised strategies.