Jennifer Mitchell is a financial advisor at Castle Rock Wealth Management, LLC with 32 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at firms including First Allied Advisory Services and Round Hill Securities. Outside of her advisory role, she serves as an arbitrator for FINRA and is a youth soccer referee with the Mustang Soccer League. Castle Rock Wealth Management provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and business entities. The firm manages over $500 million across approximately 1,882 clients through a team of eight advisors, utilizing a combination of fundamental and technical analysis with active trading strategies.

Michael Dixon is a financial advisor with Dixon Financial Services, holding a Series 63 designation and 38 years of industry experience. He has worked at Assante Capital Management Inc. since 2001 and has been president and officer of Dixon Financial Services since 1990. Dixon Financial Services serves individuals, trustees, charitable organizations, business owners, and corporations by providing investment advisory services focused on individualized Investment Policy Statements and ongoing portfolio management using a strategic asset allocation approach. The firm manages over $1 billion in assets with a team of five advisors and emphasizes quarterly account reviews, financial simulations, and educational events for its clients.

Cesar Dantes is a Series 63-licensed financial advisor with 29 years of industry experience. He has been with Prosperity Financial Group, Inc. in San Ramon, CA since 2010. Prosperity Financial Group serves individuals, including high-net-worth clients, trusts, estates, and business entities, providing asset management, financial planning, and consulting services. The firm manages approximately $503 million in discretionary assets through a team of seven advisors, offering customized portfolios and oversight of third-party money managers.

Devin Hanson is a CFP® with 10 years of industry experience, currently serving at Elevation Wealth Partners, LLC since 2025. Prior to this, he worked at Wealth Enhancement Brokerage Services and Wealth Enhancement Advisory Services for three years, and Financial Advocates Investment Management for six years. He has held roles at LPL Financial, llc, and John Cordeiro during his career. Elevation Wealth Partners serves individuals, families, high-net-worth clients, small businesses, and various types of plans, offering fee-only discretionary portfolio management and comprehensive financial planning. The firm manages approximately $670 million in assets and focuses on long-term, academically informed investment strategies with integrated tax and accounting services.

Heidi Crawford is a financial advisor with Bell Investment Advisors Inc in Orinda, CA. She holds a Series 65 designation and has 13 years of industry experience, including twelve years with Bell Investment Advisors and one year at Secure Investment Management, LLC. Bell Investment Advisors is a team-based SEC-registered firm that serves individual clients, trusts, and institutional accounts with investment management and financial planning services. The firm employs diversified strategies primarily using exchange-traded funds and no-load mutual funds, customizing investment policy statements and monitoring portfolios based on clients’ changing objectives.

Christopher Hughes is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Burton Enright Welch since 2020. Prior to that, he worked for 12 years at Del Monte Group, LLC. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, corporations, and other business entities. The firm manages approximately $1.246 billion in assets for about 610 clients through a disciplined investment process combining active and passive strategies with ongoing portfolio monitoring.

Scott Lucia is a CFP® with 21 years of experience in financial advisory. He has been with Andrews, Lucia Wealth Management LLC since 2004, where he is the sole advisor. The firm manages approximately $497 million in discretionary assets for about 190 clients, including individuals, qualified retirement plans, trusts, and small businesses. Andrews, Lucia Wealth Management LLC employs a buy-and-hold investment approach based on modern portfolio theory, primarily using passively managed ETFs and no-load mutual funds, supplemented by separately managed fixed-income portfolios and customized investment policy statements.

Jason Terhune is a CFP® with 14 years of industry experience, currently serving at Capital Advantage, Inc. since 2022. His prior experience includes five years at JPMorgan Chase Bank and two years at Charles Schwab. He is also registered as an Independent Insurance Agent. Capital Advantage, Inc. is an SEC-registered investment adviser offering discretionary investment management and financial planning to a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm combines fundamental and technical analysis with macroeconomic indicators to guide investment decisions, monitoring client accounts regularly with formal reviews at least annually.

Genecar Vivo is a financial advisor at Echo45 Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 19 years before joining Echo45 Advisors in 2020. Outside of his advisory role, he serves as Treasurer for a political campaign committee. Echo45 Advisors provides comprehensive wealth management, investment management, retirement plan consulting, and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a diversified investment approach that includes fundamental, quantitative, and technical analysis, and offers strategies such as custom indexing, alternative investments, and digital assets.

Brian Wang is a CFA® charterholder with four years of industry experience. He has worked at Capital Advantage, Inc. since 2021 and previously was employed at Consilium Wealth Management and Allianz Global Investors. Capital Advantage, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities. The firm integrates fundamental and technical analysis with macroeconomic indicators to inform its investment decisions and monitors client accounts with at least annual reviews.

Monica Padilla is a CFP® with 40 years of experience in the financial services industry. She has been with American Investors Company since 1990 and has operated as a sole proprietor since 1985. Outside of advising, she provides tax preparation services seasonally and acts as a trustee and trust planner for personal clients. American Investors Company serves individuals, retirement plans, trusts, estates, and charitable organizations, offering both advisory and broker-dealer services. The firm provides discretionary and non-discretionary asset management, financial planning, and conducts evaluations of third-party money managers while acknowledging ERISA fiduciary duties for retirement advice.

John Bargmann is a financial advisor at The Pacific Center For Financial Services with 31 years of industry experience. He holds a Series 63 designation and has been with his current firm since 1997, previously working at Cetera and Cetera Wealth Services. He serves as a board member for the Micki Rainey Scholarship Fund. The Pacific Center For Financial Services advises individuals, high-net-worth families, family trusts, and retirement accounts by 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 portfolio management using mutual funds, stocks, ETFs, and bonds.

Craig Frieders is a financial advisor with RB Capital Management, LLC in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with RB Capital Management and Crofton Capital Management since 2005 and is also involved in AmeriEstate Legal Plan Inc., assisting clients with estate planning. Outside of advisory work, he owns an independent insurance agency focused on term life and long-term care insurance. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm emphasizes asset allocation, diversification, and customized portfolios, integrating hedged strategies and managed fixed-income solutions while primarily managing assets in-house.

Forrest Bell is a Series 65-licensed financial advisor with Bell Investment Advisors Inc in Orinda, CA. He has 20 years of industry experience and has been with Bell Investment Advisors since 2005. Bell Investment Advisors is an SEC-registered firm serving individual and high-net-worth clients with discretionary portfolio management and fee-based financial planning. The firm customizes investment strategies based on clients’ personal and financial circumstances and conducts ongoing account monitoring while considering market and economic trends.

James Sutton is a financial advisor at Echo45 Advisors LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Morgan Stanley. Sutton is also a passive investor in property technology and land development ventures through Land Club LLC and Land Club Sutter Creek LLC. Echo45 Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive wealth management and financial planning. The firm employs a blended investment approach using stocks, bonds, ETFs, options, SMAs, and model portfolios, with strategies that include custom indexing, tax management, ESG filtering, alternative investments, and digital assets.

Chad Franck is a financial advisor with The Pacific Center For Financial Services in Danville, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Cetera Wealth Services, LLC for 13 years and has been with The Pacific Center For Financial Services since 2001. Outside of his advisory role, he is also a licensed mortgage broker involved in first and second mortgages, including FHA loans. The Pacific Center For Financial Services serves individuals, high-net-worth families, trusts, and retirement accounts, providing financial planning, consulting, and investment management. The firm manages over $1 billion in assets, employing diversified, asset-allocation-based portfolios through a Managed Account Program that integrates various analysis methods and offers regular performance reporting and financial reviews.

Joseph Mcdonough is a financial advisor at Lewis Asset Management with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His previous roles include positions at Mechanic's Bank, BlackRock, and Merrill Lynch Investment Managers. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans, offering discretionary portfolio management and standalone financial planning. The firm emphasizes long-term trading, diversification through broad-market instruments, and manages accounts typically on a discretionary basis with regular reviews and quarterly rebalancing.

Scott Horton is a Certified Financial Planner® with 24 years of industry experience. He has been with J.P. King Advisors, Inc. since 2008 and is a shareholder and vice president of the firm. Outside of his advisory role, he operates a sole proprietorship selling annuities and other insurance products. J.P. King Advisors, Inc. provides comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, as well as trusts, estates, pension plans, charitable organizations, and businesses. The firm emphasizes risk management and strategic asset allocation through globally diversified portfolios, primarily using no-load mutual funds and ETFs.

Sean O'Brien is a financial advisor at Echo45 Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Central Valley Advisors, Raymond James Financial Services, Bank of America, and Merrill. Outside of advising, he serves as a volunteer board member for the Salvation Army in Sacramento. Echo45 Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive wealth and retirement plan management. The firm uses a blend of fundamental, quantitative, and technical analysis to construct individualized portfolios, incorporating strategies such as custom indexing, tax management, ESG filtering, alternative investments, and digital assets.

Dawnalizabeth Henke is a financial advisor at Capital Advantage, Inc. in Walnut Creek, CA, holding a Series 65 credential with 18 years of industry experience. She has been with Capital Advantage since 2006. Capital Advantage, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis along with macroeconomic indicators to inform investment decisions and monitors client accounts on an ongoing basis.