Michael Castro is a CFP® with 26 years of industry experience. He is currently with Contango Wealth Management LLC and has previously worked at Marin Wealth Advisors LLC and Charles Schwab & Co., Inc. since 2012. Contango Wealth Management provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients, tailoring investment strategies to each client’s goals, income, taxes, and risk tolerance. The firm employs a long-term trading approach that combines fundamental analysis, modern portfolio theory, and quantitative methods.

Jacqueline Almeida is a financial advisor at Duet Advisory Services LLC with a Series 65 designation and five years of industry experience. Prior to joining Duet Advisory Services in 2021, she worked at Marsh & McLennan Agency for three years. Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, affiliated trusts and estates, and business entities. The firm manages approximately $278 million for around 288 clients across five offices and offers tailored investment strategies including discretionary and non-discretionary management.

Tu Nguyen is a CFP® professional with three years of industry experience. He is currently with Sierra Pacific Private Wealth, LLC and has previously worked at TS Bank, Callahan Financial Planning, CIBC Private Wealth Advisors, Inc., and Boston Private Wealth LLC. Sierra Pacific Private Wealth, LLC provides wealth management, comprehensive financial planning, and corporate retirement plan advisory services to individuals, families, and plan sponsors. The firm offers tailored portfolio management with continuous account supervision and supports retirement plan participation through participant education and group enrollment meetings.

Derek Hobbs is a financial advisor at Evart, Young & Hobbs Investment Management with 22 years of industry experience. He holds the Series 65 designation and has been with the firm since 1998. Evart, Young & Hobbs Investment Management provides discretionary portfolio management to individual investors, trusts, business entities, and qualified retirement plan sponsors, as well as pension consulting services. The firm employs a research-driven investment approach grounded in modern portfolio theory, utilizing globally diversified, low-cost, tax-efficient ETFs and institutional mutual funds.

Raul Leon is a financial advisor at BluePrint Investments and Tax Planning with eight years of industry experience. He holds a Series 63 designation and has worked at Blueprint Wealth Partners, LLC and Books & Taxes Inc. Outside of advising, he is a partner in a tech startup investment and involved in insurance sales and related bookkeeping activities. BluePrint Investments and Tax Planning is an independent, state-registered firm serving individuals, small businesses, trusts, and charities. The firm offers discretionary model portfolio management alongside financial planning that incorporates tax and cash-flow analysis, using a top-down investment process tailored to client objectives and risk tolerance.

George Salter II is a CFP® with 23 years of industry experience and currently serves at Blossom Wealth Management, LLC, where he has worked since 2009. He previously worked at KW Securities Corporation from 2013 to 2022. In addition to his advisory role, he is an independent insurance agent specializing in term and life insurance products. Blossom Wealth Management offers discretionary portfolio management, financial planning, retirement plan consulting, and multi-generation family office services to individuals, families, corporations, retirement plans, and charitable institutions. The firm manages a substantial asset base with a small team and employs a range of strategies including ETFs, mutual funds, and options, providing tailored financial planning and investment management.

Carl Gabler is a financial advisor at Atlas Grove Capital LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Alta Via Capital and Insight Wealth Strategies. Atlas Grove Capital LLC is a newly established SEC-registered investment adviser that provides discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, and businesses. The firm focuses on growth-oriented equity strategies across various market capitalizations, combining fundamental, quantitative, and cyclical analysis to construct portfolios.

Amber Woods is a financial advisor at Lula Financial in Oakland, CA, holding a Series 65 designation with no prior industry experience. Outside of advising, she has been involved with Pink Light Inc. for 14 years. Lula Financial provides financial planning and portfolio management services to individual clients, focusing on passive investment strategies using index funds and ETFs. The firm offers various planning arrangements and serves a modest client base without targeting high-net-worth individuals.

Craig Braemer is a CFP® and CFA® with 25 years of experience in the financial services industry. He has worked at Blossom Wealth Management, LLC since 2018, following a 20-year tenure at Highmark Capital Management, Inc., and prior experience at Union Bank of California, N.A. Braemer serves as a director in the local San Francisco chapter of the National Association of Investors Corporation, where he teaches financial literacy and investment concepts. Blossom Wealth Management provides discretionary portfolio management and financial planning to individuals, multi-generation households, and employer plan sponsors. The firm combines ETF-based asset allocation with concentrated equity strategies and incorporates sustainability considerations into tailored investment approaches, offering family-office-style services alongside a research subscription product for other advisors.

Palash Islam is a CFP®-certified financial advisor with 24 years of industry experience, currently practicing at Synergy Financial Group since 2020. Prior to that, he worked for 14 years at Kms Financial Services, Inc. In addition to his advisory role, he is involved in insurance sales, offering a range of insurance products as an agent and contractor. Synergy Financial Group provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm combines fundamental and technical analysis with proprietary asset-allocation models and employs a variety of investment strategies, including the use of ETFs, mutual funds, derivatives, institutional-grade real estate, and private equity.

Jacob Rodriguez is a financial advisor at Sierra Pacific Private Wealth, LLC with a Series 65 designation and four years of industry experience. Prior to joining the firm in 2022, he worked at Rigatoni's Fresh Italian Grill and was a student for three years. Outside of his advisory role, Rodriguez serves as president of Papa Fix It, LLC, a handyman business focused on minor household repairs. Sierra Pacific Private Wealth provides wealth management, comprehensive financial planning, and corporate retirement plan advisory to individuals—including high-net-worth clients—and plan sponsors. The firm offers individualized asset management with regular reviews and rebalancing, educational seminars, and a broader advisory scope including estate, charitable, and tax planning services.

Sharon Almeida is a financial advisor with Duet Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her prior roles include work with Private Client Services and Calton & Associates, Inc., as well as founding Cents & Sensibility, Inc. Outside of advising, she serves as treasurer for the Willow Ridge Owners Association and is vice chair for community outreach and fundraising at Tri-Valley REACH, an organization supporting independent living for adults with intellectual and developmental disabilities. Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $316 million in assets, employing a tailored investment approach that includes mutual funds, ETFs, individual equities, and unaffiliated third-party Independent Managers.

Jeffrey Warren is a financial advisor with Secure Retirement Financial & Insurance Services Corp. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Crown Capital Securities, LP for 11 years and Vanderbilt Securities, LLC for 2 years. His responsibilities include preparing retirement income forecasts, managing client communications, and assisting with Medicare, long-term care, and Social Security planning. Secure Retirement Financial & Insurance Services Corp. manages approximately $92.4 million for individuals, pensions, trusts, and charitable organizations, offering actively managed portfolios tailored to client goals and risk tolerance. The firm provides financial planning, retirement advice, and accepts clients through a formal referral program.

Rachna Bijlani is a CFP® with 10 years of industry experience, currently serving as an advisor at BRsquared L.L.C. since 2018. She previously worked at Waddell & Reed and affiliated insurance carriers from 2015 to 2018. BRsquared L.L.C. provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, tailoring services to client goals, tax considerations, and risk tolerance. The firm employs a variety of analytical methods and both long- and short-term strategies, managing a small client roster through a compact advisory team.

David Smith is a CFA® charterholder with 17 years of experience in the financial services industry. He has worked at Redwood Park Advisors since 2020 and previously spent several years at LPL Financial. Redwood Park Advisors offers investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs a diversified investment approach that includes fundamental, quantitative, and technical methods, serving both individual wealth clients and institutional retirement plans.

Nicholas Bell is a financial advisor with Dunvegan Associates Inc. in Oakland, CA. He holds a Series 65 designation and has two years of industry experience. He has been with Dunvegan Associates since 2010. Dunvegan Associates is an independent registered investment adviser that provides discretionary portfolio and wealth management services to individual clients, including high-net-worth individuals and trusts. The firm uses a research-driven approach combining fundamental and technical analysis, emphasizing balance-sheet strength and dividend yield in equity selection, and considers duration and after-tax yield in fixed-income choices.

Jamie Carey is a CFP® with 31 years of industry experience and currently serves as President of Carey Wealth Management in San Ramon, CA. He has led Carey Wealth Management since 2015 and previously worked at APW Capital, Inc. from 2015 to 2025. Carey also presides over Carey Consulting Wealth Management, where he provides investment management and financial advice. Carey Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive portfolio management, financial planning, and pension consulting. The firm employs an individualized advisory process and manages portfolios using a mix of ETFs, mutual funds, stocks, and bonds, with quarterly account reviews.

Michael Sall is a Series 65-licensed financial advisor with three years of industry experience. He has worked at Warbler Advisory, Inc. since 2023 and has been involved with Warbler Labs Inc. since 2020. His prior experience includes roles at Coinbase, Inc. and several other companies. Heron Finance offers internet-based investment advisory services to U.S. accredited investors and registered investment advisors through a single online platform. The firm uses an algorithmic approach to construct personalized private market portfolios, allocating across various strategies and asset classes such as private credit, private equity, infrastructure, and real estate.

Beau Fisher is a CFP® professional with 20 years of experience, affiliated with LPL Financial and operating Fisher & Wiens Wealth Management since 2005. His career includes roles at both LPL Financial and his independent advisory firm, Fisher & Wiens Wealth Management. Outside of his advisory work, he is the owner of Bay Valley Suns Sports Club, a semi-professional soccer team based in Danville, CA. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities such as insurance and credit services.

Scott Smith is a financial advisor at Silicon Private Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Dresner Investment Services, Viant Ventures One, and Viant Capital. Outside of his advisory role, he serves as a director for PUENTE-International, a tequila and mescal producer, and for Microshares, an IT-cloud software company. Silicon Private Wealth, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $177.8 million in assets. The firm offers both discretionary and non-discretionary management, employs multiple analysis methods, and uses a range of investment strategies including options and tactical instruments.