Maria Quintana Pilling is a CFA® charterholder with one year of experience at North Berkeley Wealth Management, LLC. Prior to joining the firm, she has owned and operated Urbanspice Nutrition, a nutrition and health coaching practice. She serves clients from Berkeley, CA. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $710.6 million in assets. The firm provides comprehensive financial planning and investment management with an emphasis on long-term, total-return oriented portfolios using a mix of passive and active strategies and offers ESG and carbon-screened options.

John Blatter is a financial advisor with Affinity Capital Advisors LLC in Berkeley, CA. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at ION Solar, Athelas, and LaunchPod Media, among others. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities with portfolio management, financial planning, and consulting services. The firm uses a combination of fundamental, technical, and charting analysis to manage diversified portfolios that may include alternative and illiquid investments.

Jason Qiu is a financial advisor at Echo45 Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Echo45, he held various roles outside of finance, including positions in the food service industry and at the University of California Riverside. Echo45 Advisors serves individuals, trusts, retirement plans, and business entities with comprehensive wealth management and financial planning services. The firm combines multiple analytical methods and a range of investment strategies, offering both discretionary management and an automated digital advisory service through Betterment Securities.

Ryan Kelley is a CFA® charterholder with 14 years of industry experience. He has been with Bell Investment Advisors Inc since 2019 and previously worked at ALPS Distributors, Seafarer Capital Partners, Waddell & Reed, and Planmember Securities Corporation. Bell Investment Advisors is a team-based SEC-registered adviser serving individual clients, trusts, and institutional accounts. The firm provides customized investment management and financial planning, primarily using diversified strategies with exchange-traded funds and no-load mutual funds.

Jon Henderson is a CFP® and holds a Series 66 license with 25 years of industry experience. He currently serves at Echo45 Advisors LLC, where he has worked since 2020, following prior roles at Bank of America and Merrill Lynch. Outside of his advisory work, he owns an artisan woodworking business and operates Echo45 Tax & Estate, a tax preparation and estate planning service. He is also a candidate for governor and serves as principal officer of his political campaign committee. Echo45 Advisors LLC provides investment advisory services to individuals, trusts, pension and profit-sharing plans, professional fiduciaries, and business entities. The firm manages diversified portfolios using a range of investment vehicles and offers wealth management, retirement plan consulting, financial planning, and estate-planning services, supported by affiliated service relationships and distinctive subsidiaries including Echo45 Tax & Estate and Echo45 Aviation LLC.

Eugene Binunsky is a financial advisor at Burton Enright Welch with a Series 65 credential and one year of industry experience. Prior to joining the firm in 2026, he worked at Deloitte Tax LLP for four years and held various academic roles at the University of California – Davis and California Polytechnic State University. Burton Enright Welch provides investment management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages diversified portfolios through a disciplined four-step process and acts as a fiduciary while overseeing roughly $1.55 billion in assets across approximately 612 client relationships.

James Luippold is a financial advisor at Castle Rock Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Allied Advisory Services and First Allied Securities. Outside of his advisory role, he serves on the finance committee for Christ the King Church in Pleasant Hill and coaches an 8U baseball team, where he also manages the team’s finances. Castle Rock Wealth Management provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and businesses. The firm manages approximately $521.8 million for nearly 1,900 clients through a team of eight advisors, employing both fundamental and technical analysis combined with active trading strategies and comprehensive portfolio management.

Nancy Woodall is a CFA® and CIC credentialed financial advisor with 26 years of industry experience. She has been with Meridian Investment Counsel, Inc. since 2004. Meridian Investment Counsel provides discretionary investment management and financial planning to individuals, families, trusts, non-profit organizations, and retirement plans. The firm employs a tax-aware, conservative growth approach through fundamental security analysis, asset allocation, and long holding periods, managing portfolios on a fiduciary basis with in-house discretion.

David Phillips is a financial advisor at Valley Wealth Strategies, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and National Planning Corporation. Valley Wealth Strategies is an SEC-registered multi-advisor firm serving individuals, families, trusts, small businesses, charitable organizations, and retirement plans. The firm utilizes a primarily long-term investment approach, offering both discretionary and non-discretionary management with portfolios constructed from mutual funds, ETFs, equities, and fixed-income securities.

Laurent Harrison is a Series 65-licensed financial advisor with Bell Investment Advisors Inc in Orinda, CA, where he has worked since 2010 and has 15 years of industry experience. He serves as Chairman of the Board of Advisors for Software Next Door, Inc., providing business strategy and planning advice to the company’s senior management. Bell Investment Advisors is an SEC-registered firm offering discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients. The firm customizes investment recommendations based on client-specific factors and provides ongoing account monitoring while incorporating market and economic research.

Samaya Patel is a financial advisor at Blume Capital Management, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Blume Capital, she worked at Cisco Systems and has academic experience from the University of California, Berkeley. Blume Capital Management provides discretionary investment management and financial planning services to individuals, trusts, estates, pension plans, charitable foundations, and private investment funds. The firm emphasizes long-term investing with a value-oriented equity allocation and broad diversification, using mutual funds, ETFs, and alternative investments for qualified clients.

Peter Reidenbach is a financial advisor at Blume Capital Management, Inc. in Berkeley, CA, with 14 years of industry experience. He holds a Series 65 credential and has been with Blume Capital Management since 2011. Blume Capital Management provides discretionary investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charitable foundations, and private investment funds. The firm emphasizes long-term investing with a value-oriented equity allocation and broad diversification, utilizing mutual funds, ETFs, and alternative investments for qualified clients.

Mark Bertoli is a CFP® with 38 years of industry experience and is currently with Castle Rock Wealth Management, LLC in Walnut Creek, CA. He has worked at Private Client Services, First Allied Securities, and Cetera Advisor Networks. Outside of his advisory role, he mentors at a fintech start-up, Your Capital Inc. 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 for nearly 1,900 clients through a team of eight advisors and employs a combination of fundamental and technical analysis alongside active trading strategies.

Brendan Fraleigh is a financial advisor at Moment Private Wealth with a Series 65 designation and two years of industry experience. Prior to joining Moment Private Wealth in 2024, he worked at ICONIQ Capital and held various roles related to the University of Notre Dame. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering discretionary investment management and financial planning. The firm focuses on long-term, low-cost, diversified asset allocation grounded in Modern Portfolio Theory, with many client accounts managed on a discretionary basis.

Scott Gemmer is a CFA® charterholder with 10 years of industry experience. He is affiliated with Gemmer Asset Management LLC, a firm he has been associated with since 1993. Gemmer Asset Management provides discretionary portfolio management for individuals, trusts, retirement plans, and small businesses, managing over $2.3 billion across approximately 1,270 clients. The firm emphasizes asset allocation and long-term holdings, primarily using no-load mutual funds and ETFs, and incorporates a Social Strategy that limits fossil fuel exposure. Gemmer operates as a 100% employee-owned firm and collaborates with Personal Financial Advisors and unaffiliated sub-advisors.

Cory Degraaf is a financial advisor at Dixon Financial Services with a Series 65 designation and two years of industry experience. He has worked at Dixon Financial Services since 2023 and has prior experience with Buckingham Strategic Partners/Loring Ward, Lyft, and Home Goods. Dixon Financial Services serves individuals, trustees, charitable organizations, business owners, and corporations by providing personalized investment advisory services focused on strategic asset allocation and ongoing portfolio management. The firm manages over $1 billion in assets with a team of five advisors and uses a disciplined approach involving Modern Portfolio Theory, Dimensional Fund Advisors funds, and financial simulation programs to support client planning and reporting.

Kim Berger is a financial advisor at North Berkeley Wealth Management, LLC with a Series 65 designation and three years of industry experience. Prior to joining the firm, Kim worked for ten years at Grifols Diagnostics. Outside of financial advising, Kim serves as Secretary for pHionics, Inc., a company that manufactures and sells water equipment. North Berkeley Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $710.6 million in assets, offering comprehensive financial planning and investment management with a focus on long-term, total-return portfolios that blend passive and active strategies and include options for ESG and carbon-screened investments.

Charles Blankley is a CFA® charterholder with nine years of industry experience. He is affiliated with Gemmer Asset Management LLC, where he has been since 2000. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets for individuals, trusts, retirement plans, corporations, and nonprofits. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers branded portfolio strategies and consulting services, and maintains a dedicated Social Strategy incorporating ESG and fossil-fuel exposure metrics.

Brian Kozel is a CFP® professional with 10 years of industry experience, currently serving at North Berkeley Wealth Management, LLC. He has been with North Berkeley Investment Partners since 2011. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $710.6 million in assets. The firm offers comprehensive financial planning and investment management with a focus on long-term, total-return oriented portfolios that combine passive and active strategies, including options and ESG screening for clients who request social considerations.

John Kerns is a portfolio manager at Meridian Investment Counsel, Inc. with 28 years of industry experience. He has been with Meridian since 2005 and has operated a separate CPA and business-consulting practice since 1981, providing accounting services as a sole proprietor. Meridian Investment Counsel offers discretionary investment management and financial planning to individuals, families, trusts, non-profit organizations, and retirement plans. The firm employs a tax-aware, conservative growth strategy based on fundamental security analysis, asset allocation, and typically long holding periods, managing portfolios on a fiduciary basis with in-house discretion.