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.

David Gillimore is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding a Series 66 designation and 23 years of industry experience. His career includes roles at TD Ameritrade, Emerson Equity, and Keller Williams Realty. Outside of Liberty Wealth Management, he is also an insurance agent with Lifetime Planning Marketing, Inc. Liberty Wealth Management is an SEC-registered firm offering investment management, financial planning, and retirement plan services to individuals, trusts, estates, and institutions. The firm uses a combination of centrally developed and adviser-designed investment strategies, with access to private market investments and affiliated businesses in legal, tax, and alternative 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.

Jonathan Gonzalez is a financial advisor at J.P. King Advisors, Inc. in Walnut Creek, CA, holding a Series 65 designation with 16 years at the firm and 8 years of industry experience. J.P. King Advisors, Inc. is an employee-owned investment advisory firm managing approximately $889.7 million for around 450 family client relationships. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing risk management and strategic asset allocation through globally diversified portfolios overseen by an Investment Committee.

David Espineira is a CFP® with 11 years of experience in the financial services industry. He has worked at Burton Enright Welch since 2015 and previously held roles at Wells Fargo Clearing and TD Ameritrade. Burton Enright Welch serves individuals, families, trusts, estates, pension and profit-sharing plans, and business entities by providing investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios using a disciplined, four-step process and acts as a fiduciary for its clients.

Adam Mc Nulty is a CFP® professional with 38 years of experience in financial advisory services. He has worked at Liberty Wealth Management, LLC since 2018 and has prior experience at AE Financial Services, LLC and OneVision Advisors, LLC. Outside of his advisory role, he is the founder and president of East Bay Flag Football, a nonprofit flag football club for children. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, retirement plan services, and access to third-party manager programs. The firm combines centrally developed models with adviser-developed strategies and offers access to private market investments and affiliated alternative-asset management opportunities.

Sarah Smith is a financial advisor at Willow Grove Advisors, LLC in Berkeley, CA, holding a Series 65 designation with four years of industry experience. Before joining Willow Grove Advisors in 2022, she worked at Dark Garden Corsetry and Marin Theatre Company, and also has experience in nonprofit and academic environments. Willow Grove Advisors, LLC is a fee-only SEC-registered investment adviser serving primarily individual and high-net-worth clients. The firm employs a disciplined investment process combining strategic asset allocation with technical and economic analysis and offers private fund access alongside consolidated reporting and account reviews.

Jordan Johal is a Series 65 licensed advisor at Liberty Wealth Management, LLC with 12 years of industry experience, including a prior role at Bank of England. He co-owns Golden State Auto Group, LLC, an independent auto wholesaler, and is also an insurance agent with Lifetime Planning Marketing, Inc. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, retirement plan services, and access to third-party managers. The firm utilizes both centrally developed and advisor-specific strategies, with offerings that include private market investments and affiliated business services.

Peter Fogarty is a financial advisor at Orca Investment Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Orca in 2026, he worked at Paulson Investment Advisors LLC and has been associated with Paulson Investment Company since 2015. Orca Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to deliver tailored investment strategies ranging from conservative capital preservation to equity-centric growth.

Kenneth Henson II is a CFP® professional with 12 years of industry experience currently with Liberty Wealth Management, LLC. He has held positions at AE Financial Services, LPL Financial, and Moore Financial Advice, where he also serves as an associate. Outside of his advisory role, he is licensed as a California insurance producer, selling life-only and variable insurance products. Liberty Wealth Management, LLC is an SEC-registered advisory firm that serves individuals, trusts, estates, and institutional clients with investment management, financial planning, retirement plan services, and access to third-party manager programs. The firm utilizes a combination of centrally developed and advisor-specific strategies, offers private market investments, and maintains a network of affiliated businesses including legal, tax, and alternative-asset management entities.

Sean Kenmore is a CFP® with 17 years of industry experience and has been with Affinity Capital Advisors LLC since 2013. He holds the Series 66 designation and works out of Berkeley, CA. Outside of his advisory role, Kenmore is involved in real estate as a licensed broker and managing partner in multiple real estate and development ventures. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $851 million in assets across 531 client relationships. The firm combines fundamental, technical, and charting analysis to construct and monitor diversified portfolios, utilizing a variety of investment vehicles including options and alternative assets, and provides comprehensive financial planning, consulting, and specialized tax and retirement services.

Ryan Kosakura is a CFA® charterholder with 11 years of industry experience. He has been with ZRC Wealth Management since 2014. Kosakura is based in Walnut Creek, CA, and is part of a six-advisor team at Elevation Wealth Partners, LLC. Elevation Wealth Partners serves individuals, families, high-net-worth clients, small businesses, and institutional accounts by providing fee-only discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and long-term, academically informed investment strategies, supported by integrated tax and accounting services.

Tiffany Blaho is a financial advisor at Bell Investment Advisors Inc with 10 years of industry experience. She holds a Series 65 designation and has worked at Bell Investment Advisors since 2019, following four years at Burleson & Company, LLC. Bell Investment Advisors is an SEC-registered firm that provides discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients. The firm offers customized investment recommendations based on clients’ personal and financial circumstances and conducts ongoing account monitoring while considering market and economic trends.

Matthew Gatt is a CFP® at North Berkeley Wealth Management, LLC in Berkeley, CA, with 10 years of industry experience. He has been with North Berkeley Investment Partners, LLC since 2016. North Berkeley Wealth Management provides comprehensive financial planning and investment management services to individuals, families, business owners, retirees, and various entities. The firm emphasizes customized asset allocation with a mix of passive and active strategies, offering specialized ESG options and serving approximately 400 clients with $829.7 million in assets under management.

Wing Yin Kong is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with Willow Grove Advisors, LLC, where she has worked since 2021. Prior to that, she was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America from 2015 to 2020. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for around 187 client relationships, primarily individual and high-net-worth investors. The firm offers customized portfolio management using a combination of technical and economic analysis, strategic asset allocation, and both long- and short-term trading strategies, and it integrates private and public holdings for suitable clients.

Gerwin De Haan is a financial advisor at Burton Enright Welch with one year of industry experience. He holds a Series 65 designation and has worked previously at APS Management Group, Inc. and Cal Poly Pomona. 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 and employs a disciplined investment approach combining active and passive strategies with ongoing monitoring and tailored portfolio management.