Jerene Meissert is a financial advisor at Bell Investment Advisors Inc with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Bell Investment Advisors since 2008. Outside of her advisory role, she volunteers as a cashier and sales assistant at Daisy's, a gift shop in Alameda, California. Bell Investment Advisors is a team-based SEC-registered firm serving individual clients, trusts, and institutional accounts. The firm provides investment management and financial planning services using diversified strategies primarily through exchange-traded funds and no-load mutual funds, with customized investment policy statements for each client.

Jeremy Welch is a CFP® professional with 18 years of industry experience, currently serving as a partner at Burton Enright Welch since 2010. He holds Series 63 and Series 65 licenses and is based in Walnut Creek, CA. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts and estates, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $1.246 billion in assets for around 610 clients, utilizing a disciplined investment process that combines active and passive strategies with ongoing monitoring and tailored portfolio management.

Nicoh Alday Jr. is a financial advisor with Orca Investment Management, LLC in Walnut Creek, CA. He holds Series 63 and Series 66 licenses and has three years of industry experience, including roles at Morgan Stanley, The Vanguard Group, and Marriott International. Orca Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $212 million across about 359 accounts, using a mix of fundamental, technical, charting, and cyclical analysis to implement tailored strategies ranging from capital preservation to equity growth.

Justin Dodson is a financial advisor at J.P. King Advisors, Inc. in Walnut Creek, CA, holding a Series 66 designation with 23 years of industry experience. He has been with J.P. King Advisors since 2012. J.P. King Advisors provides comprehensive financial planning and discretionary portfolio management for individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm’s investment approach focuses on risk management and strategic asset allocation using globally diversified portfolios primarily composed of no-load mutual funds and ETFs, supported by an internal Investment Committee that regularly monitors model portfolios.

James Crocker is a financial advisor at Apeiron with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parallel Advisors, LLC, Aperion DBA Three Oaks, and Cetera Advisors LLC. Apeiron provides investment advisory and financial planning services to individual and high-net-worth clients, trusts and estates, retirement plans, small businesses, churches, and other institutional clients. The firm employs a holistic, discretionary approach to portfolio management, using a variety of analysis methods and offering a broad range of investment options while acting as a fiduciary for retirement accounts.

Douglas Villing is a financial advisor with J.P. King Advisors, Inc. in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Fidelity from 2000 to 2012 and TIAA-CREF from 2012 to 2020, continuing with Tiaa to the present. J.P. King Advisors, Inc. is an employee-owned firm managing approximately $889.7 million for around 450 client family relationships with a five-advisor team. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing risk management and strategic asset allocation through globally diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments.

Christie Thomas is a financial advisor at Heffernan Advisory, Inc. with two years of industry experience. She holds the Series 66 designation and previously worked at Global Retirement Partners, LLC and J.P. Morgan Chase & Co. Thomas also provides administrative support to an independent investment advisory firm. Heffernan Advisory serves individuals, families, and employer retirement plans with services including an asset management program called Investment By Design™, financial planning, and consulting. The firm uses modern portfolio theory and model allocations, primarily with mutual funds and ETFs, managing most accounts on a discretionary basis with regular rebalancing.

Joseph Harrison is a CFP® with 15 years of industry experience. He is currently a financial advisor at Lodestar Private Asset Management LLC and has prior experience with EP Wealth Advisors, LLC. Harrison also leads J. W. Harrison Financial Advisors, a practice he has managed since 2011. Lodestar Private Asset Management LLC serves individuals, trusts, estates, charitable organizations, small businesses, and select pension and profit-sharing plans, providing personalized financial planning and discretionary portfolio management. The firm employs a tactical asset allocation approach blending passive and active investments, emphasizing tax considerations and offering services including separate account management and quarterly portfolio reviews.

Willard Folsom is a financial advisor with Castle Rock Wealth Management, LLC in Walnut Creek, CA, holding a Series 66 designation and 12 years of industry experience. He previously worked at Merrill Lynch from 2013 to 2018 and has been involved with Castle Rock Wealth Management since 2018. Outside of advising, Folsom owns and manages a corn farm and is an investor in a sales training video game company and a private retail club. Castle Rock Wealth Management serves individuals, trusts, estates, and business entities, managing approximately $521.8 million across about 1,882 clients. The firm employs a combination of fundamental and technical analysis with active trading strategies, offering comprehensive portfolio management and financial planning through a team of eight advisors.

Michael Holbrook is a CFP® with 36 years of industry experience, currently an advisor at Southland Equity Partners, LLC. His prior roles include positions at OSAIC, Fsc Securities Corporation, and Atandard. He is also the owner of Diablo Benefit Group, a business focused on employee benefits and insurance sales. Southland Equity Partners advises individuals, pension/profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm utilizes fundamental and technical analysis to create customized portfolios, managing nearly $900 million in discretionary assets as of year-end 2025.

Sydney Kovacs is a financial advisor at Burton Enright Welch with five years of industry experience. She holds a Series 65 designation and has previously worked at Consilium Wealth Management and Cutting Edge Counsel. Early in her career, Kovacs was involved with Walnut Creek Presbyterian Church. Burton Enright Welch serves individuals, families, trusts and estates, pension and profit-sharing plans, and business entities by providing investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios through a disciplined, four-step process and acts as a fiduciary across approximately 612 client relationships with about $1.55 billion in assets under management.

Diane Bourdo is a CFP® professional with 31 years of experience in financial advising. She has worked at The Humphreys Group for 36 years before joining Treehouse Wealth Advisors in 2025. Treehouse Wealth Advisors manages approximately $597 million for individual, high-net-worth, pension, charitable, and corporate clients. The firm provides personalized portfolio management and wealth planning services using a combination of technical and fundamental analysis, and integrates AI technology under human supervision to support investment research and management.

Christopher Ruane is a financial advisor at Treehouse Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at BlackSand Capital and Insight Resource Group. Treehouse Wealth Advisors manages approximately $597 million for a diverse client base, including individuals, high-net-worth clients, pension and charitable entities, and corporations. The firm offers portfolio management, financial consulting, and wealth planning services, using a mix of technical and fundamental analysis supported by AI tools subject to human oversight.

John Mullen is a financial advisor at RB Capital Management, LLC in Walnut Creek, CA, with 12 years of industry experience. He holds the Series 66 designation and also serves as an assistant at Crofton Capital Management, where he supports client meeting follow-ups and paperwork management. In addition, he operates as an insurance agent. RB Capital Management serves a range of individual and institutional clients, including high-net-worth individuals and retirement plans. The firm offers fee-based investment management focused on hedged strategies and managed fixed-income portfolios, combining equities, fixed income, and alternative investments with personalized portfolio construction and continuous monitoring.

Kevin Gray is a CFP® professional with 27 years of industry experience. He has worked at Lodestar Private Asset Management since 2009 and previously spent 12 years at Charles Schwab. Currently, he is also associated with EP Wealth Advisors, LLC. Lodestar Private Asset Management serves individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans, offering personalized financial planning and discretionary investment management. The firm employs a tactical asset allocation strategy combining passive and active investments, with attention to tax consequences, and manages approximately $1.34 billion in assets across five advisors.

Selma Hackett is a financial advisor at Capital Advantage, Inc. with two years of industry experience. She holds a Series 65 designation and has worked at Capital Advantage since 2019, following a two-year tenure at J.P. Morgan Chase Bank. Prior to her finance career, she worked four years at Kids Country. Capital Advantage, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a blend of fundamental and technical analysis with macroeconomic indicators to guide investment decisions and monitors client accounts on an ongoing basis.

Zachary Wolf is a financial advisor at Boltwood Capital Management with 10 years of industry experience. He holds a Series 65 credential and has worked at Boltwood Capital Management since 2015. Boltwood Capital Management is an employee-owned, SEC-registered investment adviser serving individuals, families, estates, foundations, endowments, and other institutions. The firm offers discretionary and non-discretionary portfolio management and financial planning, emphasizing a long-term, cycle-aware investment approach guided by a written Investment Policy Statement.

Joyce Moe is a financial advisor at Castle Rock Wealth Management, LLC with 29 years of industry experience. She holds a Series 63 designation and has worked with firms including J.W. Cole Financial and Financial Advisers of America. In addition to her advisory role, Moe serves as a special education teacher and is a board member of the Senior Advocacy Network, a nonprofit organization assisting seniors with legal needs. Castle Rock Wealth Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities through portfolio management, financial planning, and retirement plan consulting. The firm manages client accounts using a range of securities and strategies, including options and borrowing, and serves over 2,000 clients across six offices.

Angela Hager is a CFP® and CFA® with 19 years of experience in financial advising. She has been with Destination Wealth Management since 2010 and previously worked at Vista Wealth Management, LLC and BPM Wealth Management, LLC. Destination Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary investment management and financial planning. The firm employs an asset-allocation driven investment process combining fundamental research with thematic long-term perspectives and offers alternative investment opportunities subject to committee oversight.

Brent Herrera is a CFP® with eight years of industry experience, currently affiliated with Mutual of Omaha Investor Services, Inc. He has worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2018, and previously at Fremont Bank and Jj's Pie Co. Herrera serves as a director of the Dublin Chamber of Commerce. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and Pershing, facilitating a range of managed account programs and model portfolios.