Gary Hooker is a financial advisor with Diversified Planning Concepts, Inc. in Corte Madera, CA. He holds the ChFC® designation and Series 63 license and has 42 years of industry experience. He has been with Diversified Planning Concepts since 1985 and owns the registered investment advisory firm. Diversified Planning Concepts provides estate and financial advisory services to individuals, couples, and certain pension plans, trusts, and estates. The firm employs broadly diversified investment programs with an emphasis on capital preservation and inflation risk management, serving primarily high-net-worth clients, salaried executives, small business owners, and retirees.

Mark Kriss is a Series 65-licensed financial advisor at Macroclimate LLC with 21 years of industry experience. He has been with Macroclimate since 2004 and serves as Managing Director of Geofinancial Analytics, Inc. and Geofinancial Analytics Canada Corp., independent data providers focused on advancing the clean energy transition through geospatial technology. He is also a member of the Sustainability Council at Dimensional Fund Advisors. Macroclimate provides discretionary investment management primarily to individuals, including high-net-worth clients, as well as donor-advised funds and nonprofit organizations. The firm employs a Modern Portfolio Theory–based, long-term buy-and-hold strategy using passive and factor-based funds, with an emphasis on environmental, social, and governance (ESG) factors in its investment process.

David Hunt is a financial advisor at Hunt Wealth Management with 19 years of industry experience. He holds the Series 66 designation and has worked at Sowell Financial Services and Concert Wealth Management prior to joining his current firm in 2017. Hunt Wealth Management provides discretionary investment advice and portfolio management to individual clients, tailoring strategies based on wealth, income, age, risk tolerance, and financial needs. The firm manages approximately $110 million in discretionary assets for around 180 U.S. clients and emphasizes diversified portfolios with infrequent trading to limit costs and tax impacts.

Violet Hungerford is a financial advisor at Hyphen Wealth Management with a Series 65 credential and three years of industry experience. She previously worked at Helium Advisors LLC and Aprio Wealth Management, LLC. Hyphen Wealth Management serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers portfolio management, pension consulting, and financial planning, employing fundamental, quantitative, and modern portfolio theory within a long-term trading framework.

Nicholas Tognoli is a financial advisor at Bass Rocks Asset Management with a Series 65 designation and no prior industry experience before beginning his advisory career in 2023. His work history includes a year at Brookwood Investment Group and five years at Arizona State University. Bass Rocks Asset Management provides discretionary portfolio management primarily to individuals, high-net-worth clients, and other advisers, focusing on equities, ETFs, and options-related strategies. The firm emphasizes the use of margin and both fundamental and technical analysis, with client accounts custodied at Schwab Institutional.

John Wenzel is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with Archvest Wealth Advisors, Inc. since 2014 and previously worked at Grossman Financial Management from 2020 to 2021. Archvest Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm offers tailored financial planning, investment management, and family office services, managing approximately $330 million in client assets as of year-end 2024.

Steve Aguiar is a financial advisor at Arbor Wealth Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arbor Wealth Management since 2007, with prior experience at FSC Securities Corporation. He is also a trustee on his uncle’s living trust. Arbor Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a disciplined investment process focused on asset allocation and portfolio optimization, offering both discretionary and non-discretionary account management through its Vision 2020 Wealth Management Platform.

Adam Gallegos is a Series 66-licensed advisor with 24 years of experience, currently serving at The Foundation Investment Group in Lafayette, CA. His prior experience includes roles at Commonwealth Financial Network, Carey Financial, and several advisory firms from 2016 to the present. Outside of his advisory work, Gallegos serves as treasurer and board member for the Lafayette Lacrosse Club, a nonprofit youth sports organization. The Foundation Investment Group manages approximately $286 million across individual, trust, charitable, and corporate clients, emphasizing a global macro, top-down investment approach that integrates alternative investments alongside traditional securities. The firm combines portfolio management with discretionary and non-discretionary services and frequently recommends privately placed alternative investments with flexible fee options.

Chad Naylor is a financial advisor at Naylor & Company in Orinda, CA, holding a Series 65 designation with 23 years of industry experience. He has worked at Naylor & Company since 2003. Naylor & Company provides investment advice, portfolio management, and financial planning for individuals, high-net-worth clients, families, pension and profit-sharing plans, and businesses. The firm emphasizes fundamental and technical analysis with a focus on small- and mid-capitalization and cyclical companies, tailoring portfolios to client objectives using a range of investment vehicles.

Gregory Peters is a financial advisor with Lafayette Square Financial Advisors, Inc. in Walnut Creek, CA, holding a Series 63 designation and 43 years of industry experience. He previously worked at Cetera and Associated Planners Investment Advisory Inc. Peters is also involved with the Business Enterprise Institute, where he helps business owners with exit planning strategies. Lafayette Square Financial Advisors provides discretionary investment management, financial planning, consulting, and retirement plan advisory services to individuals, families, trusts, and corporations. The firm combines fundamental and technical analysis with model-manager evaluation and offers an estate-planning technology platform.

Robert Oliver is a CFP® and CFA® with 22 years of experience in financial advising. He has been with Verity Wealth Advisors, LLC since 2003. Verity Wealth Advisors primarily serves individual clients, including both high-net-worth and non-HNW households, as well as a limited number of entities such as retirement plans and trust accounts. The firm offers discretionary portfolio management, comprehensive financial planning, and a privates-tracking service, focusing on tailored investment programs that emphasize fixed-income allocations to manage principal volatility.

Michael Testa is a Series 65 licensed financial advisor at Naylor & Company with one year of industry experience. His prior roles include positions at QuinStreet, Scale AI/Outlier AI, and Rocket Mortgage. Naylor & Company provides investment advice, portfolio management, and financial planning to individuals, high-net-worth clients, families, pension and profit-sharing plans, and businesses. The firm’s investment approach combines fundamental analysis and technical indicators, with a focus on small- and mid-capitalization and cyclical companies, tailoring portfolios to client objectives across various asset types.

Gavin Distasi is a financial advisor with Topel & DiStasi Wealth Management, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at LPL Financial from 2009 to 2017 before joining his current firm. Outside of his advisory role, he is an associate member and steering committee participant of Collaborative Practice East Bay, which provides education and outreach on alternative dispute resolution for divorcing couples. He also occasionally plays music. Topel & DiStasi Wealth Management serves individual and high-net-worth clients with asset management, comprehensive portfolio management, and standalone financial planning. The firm manages portfolios on a discretionary basis using model allocations ranging from conservative to aggressive, and offers broad financial planning services including retirement, estate, charitable, corporate, and tax planning.

Michael Yoder is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Yoder Wealth Management in Walnut Creek, CA. He has worked with Commonwealth Financial Network since 2013. Outside of advisory services, he is involved in fixed insurance sales. Yoder Wealth Management provides discretionary asset management, financial consulting, and fee-only variable annuity sub-account management to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $331 million across about 74 client relationships, offering customized portfolios with strategic rebalancing and tactical asset allocation supported by fundamental and technical analysis.

Carol Horace is the sole advisor at Stafford Capital Management LLC in Sausalito, CA, holding Series 63 and Series 65 credentials with 41 years of industry experience. She has been with Stafford Capital Management since 2011 and worked previously at WM. H. Murphy & Co., Inc. in 2018. Stafford Capital Management provides discretionary portfolio management primarily for high-net-worth individuals, families, trusts, and small business entities. The firm uses a bottom-up, fundamental investment approach focused on equity securities, building concentrated, tax-aware portfolios with a growth-at-a-reasonable-price orientation.

Denise Doley is a financial advisor at Guardian Investment Management with 7 years of industry experience. She holds Series 65 and Series 66 designations and has been with Guardian Investment Management since 2014. Prior to that, she worked at California Mortgage Advisors from 2012 to 2016. Guardian Investment Management serves individual and high-net-worth clients, as well as trusts, charitable foundations, retirement plans, estates, and corporations. The firm employs a conservative, long-term investment approach focused on capital preservation and uses fundamental analysis to manage a concentrated portfolio of large-cap, G7-domiciled companies.

Peter Landini is a CFP® with 23 years of industry experience and has been with RBP Investment Advisors Inc. since 2005. He serves as a Member of the Board and Member of the Audit Committee for iShares Delaware Trust Sponsor LLC, the sponsor of several commodity and Bitcoin trusts. RBP Investment Advisors provides wealth management and financial planning primarily to individuals, trusts, estates, and business entities, managing portfolios on a discretionary basis with a tactical asset allocation approach grounded in Modern Portfolio Theory. The firm operates with a small team and maintains a formal conflict-management process related to Mr. Landini’s outside board role.

Scott Arwin is a CFA® charterholder with 32 years of industry experience. He is the sole advisor at Ring Mountain Capital, LLC, where he has worked since 2017. Prior to founding Ring Mountain Capital, he spent 20 years at UBS Financial Services Inc. and briefly worked at Northwest Asset Management. Ring Mountain Capital provides investment management and financial planning services to individuals, trusts, corporations, pension plans, and institutional clients. The firm manages approximately $185.7 million and employs a tailored approach focusing on U.S. and non-U.S. equities and fixed income, using ETFs and mutual funds as appropriate.

Pamela Jacobs is a Certified Financial Planner® at Monvia Financial L.P. in Walnut Creek, CA, with 25 years of industry experience. She has worked at several firms including Whitehall-Parker Securities, Frontier Wealth Strategies, and Sowell Financial Services. Jacobs is co-owner of Ohana Opportunities LLC, a consulting business evaluating investment opportunities. Monvia Financial L.P. provides fee-based investment management and financial planning primarily to individual clients, including high-net-worth and non-HNW households, as well as retirement-plan sponsors. The firm offers discretionary and non-discretionary asset management, utilizing fundamental, technical, and cyclical analysis to construct portfolios, and supports both individual wealth management and ERISA plan advisory services.

Eric Lai is a CFP® and holds a Series 65 license, with 22 years of industry experience. He has been with Archvest Wealth Advisors, Inc. since 2014 and previously worked at Grossman Financial Management from 2020 to 2021. Archvest Wealth Advisors serves individuals, including high-net-worth and ultra-high-net-worth clients, as well as various institutional clients. The firm offers comprehensive financial planning, investment management, retirement plan advisory, and family office services, managing approximately $330 million in client assets as of the end of 2024.