Lee Levy is a financial advisor with Savvy, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at firms including Cambridge Investment Research Advisors, Wells Fargo Clearing, and Morgan Stanley Private Bank. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers, fintech tools, and in-house tax preparation and estate-planning support.

Jeffrey Hodges is a financial advisor at Encompass More Asset Management LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, N.A., First Republic Securities Company Co LLC, Alaska Airlines, and Virgin America. Outside of finance, he is the owner of Linescapes, a fine art business involving painting and modeling. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based investment strategies that incorporate proprietary and third-party sub-advisers, managing a range of assets including equities, fixed income, mutual funds, ETFs, private placements, and certain digital asset exposures.

Gregory Bentley is a financial advisor at Prosperity Wealth Management, Inc. in San Ramon, CA, with 41 years of industry experience. He holds a Series 63 designation and has been with Prosperity Wealth Management since 2015. Bentley is also the CEO and a 25% owner of Fortune Financial Services, Inc., where he divides his time evenly alongside his role at Prosperity. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, pensions consulting, and referrals to third-party money managers. The firm manages approximately $442 million for about 1,600 clients and emphasizes tailored portfolio supervision through multiple analysis methods and ongoing oversight of recommended third-party managers.

Richard Goldstein is a financial advisor at B. Riley Wealth Advisors, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Advisors since 2012, including a role at National Securities Corp from 2012 to 2022. Goldstein is involved in community activities such as serving on the investment committee of the Rotarian Foundation of Livermore and acting as a legacy leader with Ambassadors of Compassion. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets for around 16,821 clients. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Stephen Chipman is a financial advisor with The AmeriFlex Group in Livermore, CA, holding a Series 66 license and six years of industry experience. His prior roles include positions at Cambridge Investment Research, Securities America Advisors, Fidelity Investments, and Thrivent Financial. He also serves as a notary public. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations and manager relationships.

Lisa Gallo is a CFP® professional with 29 years of industry experience, currently serving at Encompass More Asset Management LLC. Her prior roles include positions at O'Donnell Financial Group, Independent Financial Group, United Planners' Financial Services of America, Vitucci & Associates, and National Planning Corp. She is also involved as an agent with Westland Financial Services, providing insurance products and business development solutions for independent financial advisors. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, focusing exclusively on individual investors and high-net-worth clients.

Andrew Thompson is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. His prior roles include five years at Enso Wealth Management and fourteen years at Edward Jones. Outside of his advisory work, he is involved as an insurance agent with Highland Capital Brokerage, focusing on new insurance products for clients. Choreo, LLC provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm employs a centralized investment process centered on strategic asset allocation and diversified portfolios, offering a range of services such as portfolio management, financial planning, OCIO, and specialized consulting.

John Reising is a financial advisor at Gibbs Wealth Management, LLC with 19 years of industry experience. He holds a Series 63 designation and has previously worked at Brookstone Capital Management and operated his own firms, including Reising Financial Services, Inc. Outside of his advisory role, he is an owner and insurance agent involved in the sale of fixed annuities, fixed indexed annuities, and life insurance. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a combination of analytical approaches to guide investment allocations. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions in its client portfolios.

Mahesvar Aks is a Series 65-licensed advisor with Coppell Advisory Solutions LLC and has one year of industry experience. Prior to joining Coppell Advisory Solutions, he worked at Nisum Technologies and Cognizant Technology Solution. Outside of his advisory role, he serves as a director of Maks4Max Inc., a company involved in insurance and real estate investments. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment process using both fundamental and technical analysis and offers an open-architecture platform that includes a variety of asset classes and ongoing portfolio supervision.

Emmanuel Pablo Jr. is a CFP® professional with 20 years of industry experience, currently affiliated with International Assets Investment Management, LLC. He previously worked at LPL Financial and spent 18 years at Patelco Credit Union. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers, offering customized portfolio management and financial planning.

Joseph Manglona is a financial advisor with Buck Wealth Strategies, LLC in Pleasanton, CA, holding a Series 66 license and two years of industry experience. His prior roles include positions at Madison Avenue Securities and Thrivent Financial. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach, incorporates third-party financial-planning tools, and is notable for its use of options strategies and selection of outside money managers to implement portfolios.

Matthew Dublin is a CFA® charterholder with eight years of industry experience. He is currently an advisor at True North Advisors, LLC, where he has worked since 2025. Prior to this, he spent seven years at Blue Investment Partners LLC and two years at Aptigon Capital, Citadel LLC. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and wealth advisory services with a value-oriented investment approach across multiple asset classes.

David McWilliams is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Mutual/United of Omaha since 2000. In addition to his advisory role, he is an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm works with third-party money managers and employs a multi-channel platform approach, integrating advisory, brokerage, and insurance services within the Mutual of Omaha group.

William Fisher is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at KMS Financial Services, Inc. and Vanderbilt Securities, LLC. Outside of advisory work, he is the owner and CEO of AgroXtracts, a hemp CBD manufacturing company. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm offers tailored, advisor-driven investment strategies that combine strategic asset allocation with fundamental and technical analysis across various securities.

Donald Edgren is a financial advisor at Sepio Capital, LP with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sepio Capital since 2017, following a nine-year tenure at Merrill Lynch. Sepio Capital is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and institutional investors. The firm employs a primarily long-term, fundamentals-driven investment approach using a mix of proprietary strategies and independent managers, managing approximately $4.46 billion in client assets as of December 31, 2025.

Christopher Johnson is a CFP® professional with 17 years of experience in financial advisory services. He has been associated with LPL Financial since 2016 and currently works with The Wealth Consulting Group. His background includes involvement with the Mariner Independent Advisor Network and several other investment-related business activities. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, utilizing a mix of active and passive strategies with both fundamental and quantitative analysis.

Juan Carlos Galvez is a financial advisor at Encompass More Asset Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles across insurance, freight, and financial services firms. Encompass More Asset Management LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm utilizes model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Stuart Arakelian is a financial advisor at The Wealth Consulting Group with 36 years of industry experience. He holds a Series 65 credential and has worked previously at LPL Financial and Mariner Independent Advisor Network. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a combination of active and passive investment strategies, model portfolios, and algorithmic advisory services, offering tailored investment approaches supported by legal and implementation resources.

Kathleen Fereday is a financial advisor at Prosperity Wealth Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prosperity Wealth Management since 2020. Prior to that, she was associated with Fortune Financial Services, Inc. and has provided independent recruiting services to financial advisors through Advisor Consulting since 2017. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million for about 1,600 clients and emphasizes tailored portfolio supervision with quarterly reviews, employing multiple methods of analysis and conducting due diligence on third-party managers.

Matthew De Pretis is affiliated with Legacy Wealth Management, LLC and holds over 27 years of experience at DePretis CPAs, Inc., a firm he has been with since 1999. He currently has no industry experience listed as a financial advisor. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored strategies across a broad investment menu and utilizes affiliated service entities, including accounting and tax advisory firms, to support client needs.