Scott Bowhay is a financial advisor with Investor Fan who holds Series 63 and Series 65 credentials and has 47 years of industry experience. His prior work includes roles at Wells Fargo Advisors Financial Network LLC and MSH Capital Advisors. He is also the managing partner of Bowhay Investments LLC, where he provides investment advisory services to individuals and foundations. Investor Fan offers investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm uses a portfolio approach based on Modern Portfolio Theory, incorporating fundamental, technical, cyclical, and macroeconomic analysis, and typically reviews client accounts quarterly or more frequently.

Benjamin Peters is a financial advisor with Burton Enright Welch in Walnut Creek, CA, holding a Series 65 designation and 12 years of industry experience. He has been with Burton Enright Welch since 2014. Outside of his advisory role, he is a co-founder of PICKMOTO, a mobile applications business. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $1.246 billion in assets for around 610 clients through a disciplined four-step investment process that combines active and passive strategies with ongoing monitoring and tailored portfolio management.

Peter Burton is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Burton Enright Welch since 2010. The firm is based in Walnut Creek, CA, and Burton provides financial planning services including life insurance analysis and referrals to estate planning attorneys. Burton Enright Welch serves individuals, families, trusts, estates, and business entities, managing approximately $1.246 billion in assets. The firm employs a disciplined four-step investment process combining active and passive strategies, offering tailored portfolio management and specialized planning services.

Brian Gemmer is a financial advisor at Gemmer Asset Management LLC in Walnut Creek, CA, holding Series 63 and Series 65 designations with four years of industry experience. He has been with Gemmer Asset Management since 2006. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets and serves individuals, trusts, estates, retirement plans, corporations, nonprofits, and independent fiduciaries. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers branded portfolio strategies, and manages a dedicated Social Strategy using ESG scores and fossil-fuel exposure metrics.

Ian Castille is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Capital Advantage, Inc. since 2012. Outside of his advisory role, he is also a commissioned California notary public. Capital Advantage, Inc. serves individual and high-net-worth clients, as well as trustees, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management and financial planning services. The firm develops client strategies through personal interviews to identify goals and risk tolerance, employing mutual funds, ETFs, individual equities, and fixed income, and utilizes a combination of fundamental and technical analysis.

Dean Leonard is a CFP® with 42 years of industry experience, currently serving at Castle Rock Wealth Management, LLC. His prior experience includes over two decades at WHJR Associates and extensive tenure at Royal Alliance Associates, INC. Leonard is also a licensed insurance agent involved in the sales and service of fixed insurance, accident and health, and long-term care products. Castle Rock Wealth Management provides fiduciary investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, managing discretionary portfolios that include stocks, bonds, ETFs, options, and other securities. The firm serves approximately 2,024 clients across six offices, offering comprehensive financial planning and utilizing a combination of fundamental, technical, and cyclical analysis in its investment approach.

Kameron Jackson is a Series 65-credentialed financial advisor at Liberty Wealth Management, LLC in Oakland, CA, with three years of industry experience. Prior to joining Liberty, he worked at The Utility Reform Network in 2022. Outside of advising, Jackson serves as an insurance agent for Lifetime Planning Marketing, Inc., a privately held insurance field marketing association. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers a combination of discretionary and non-discretionary portfolio management, utilizes Investment Policy Statements, and integrates centrally developed models with advisor-specific strategies, with a focus on diversification across both traditional and private-market investments.

Claudina Campbell is a financial advisor at Willow Grove Advisors, LLC with 17 years of industry experience. She holds the CFP® and Series 65 designations. Her prior roles include positions at Coldstream Wealth Management, Paracle Advisors LLC, and Brighton Jones LLC. Willow Grove Advisors, LLC is a fee-only SEC-registered investment adviser serving primarily individual and high-net-worth clients. The firm combines strategic asset allocation with technical and economic analysis, offering discretionary portfolio management and access to private fund investments.

Marla Schroeder is a financial advisor at Contravisory Investment Management, Inc. with one year of industry experience. Prior to entering the financial sector, she worked in education at Orinda Union Schools and Moraga Schools for a combined total of over ten years. Contravisory Investment Management serves both individual and institutional clients, managing approximately $702 million across discretionary and non-discretionary accounts. The firm employs a proprietary quantitative and technical research system to guide its investment strategies and is notable for its dual role as both investment manager and sponsor of private pooled vehicles that utilize long-short strategies.

Colin Taylor is a CFA® charterholder with 19 years of industry experience. He has been with Capital Advantage, Inc. in Walnut Creek, CA, for 15 years. Capital Advantage, Inc. serves individual and high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management and financial planning. The firm uses a team approach to develop client strategies using mutual funds, ETFs, individual equities, and fixed income, employing both fundamental and technical analysis while monitoring accounts regularly.

Jared Wegrzyn is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 credential with four years of industry experience. He has previously worked at Creative Planning, LLC and Heyman Investment Group. Jared is also involved with MFA Financial Planning as an Associate Financial Planner/Paraplanner and serves as an insurance agent for Lifetime Planning Marketing, Inc. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm combines centrally developed investment models with advisor-developed strategies and offers a diversified approach across traditional and private-market investments.

Wayne Freeman is a financial advisor with Dixon Financial Services in Lafayette, CA, holding a Series 63 designation and 34 years of industry experience. He has been with Dixon Financial Services since 1995 and also affiliated with Assante Capital Management since 2001. Dixon Financial Services provides investment advisory services to individuals, trustees, charitable organizations, business owners, and corporations. The firm focuses on strategic asset allocation using mutual funds and ETFs within a Modern Portfolio Theory framework and manages approximately $1.086 billion in assets across five advisors.

Jessica Schafer is a CFP® and Series 66-registered financial advisor with 17 years of industry experience. She has been with J.P. King Advisors, Inc. since 2016 and previously worked at American Investors Company and Alamo Capital. In addition to her advisory role, she owns an independent insurance agency specializing in life and health insurance sales. J.P. King Advisors, Inc. is an employee-owned SEC-registered investment advisory firm managing approximately $889.7 million for around 450 client family relationships. The firm offers comprehensive financial planning and discretionary portfolio management, serving a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Keley Petersen is a financial advisor at Willow Grove Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Willow Grove Advisors since 2009. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for about 187 client relationships, primarily individual and high-net-worth investors. The firm combines technical and economic analysis with strategic asset allocation and trading strategies, offering customized portfolio management and private placement due diligence for suitable clients.

Andrew Kirchner is a financial advisor at Elevation Wealth Partners, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including ZRC Wealth Management, Assetmark Financial, Envestnet, and FDx Advisors. Elevation Wealth Partners serves individuals, families, high-net-worth clients, small businesses, pension and profit-sharing plans, trusts, and estates. The firm provides fee-only discretionary portfolio management and comprehensive financial planning, emphasizing asset allocation and long-term, academically informed investment strategies.

Walter Au is a financial advisor with Dixon Financial Services in Lafayette, CA, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Dixon Financial Services since 2000 and has also worked at Assante Capital Management Inc. since 2001. Dixon Financial Services serves individuals, trustees, charitable organizations, business owners, and corporations by providing individualized investment policy development, ongoing portfolio management, and coordination with other professional advisors. The firm emphasizes strategic asset allocation using mutual funds and ETFs within a Modern Portfolio Theory framework, manages over $1 billion in assets, and offers educational resources and performance reporting to support larger client relationships.

Brian Baylis is a financial advisor at Bell Investment Advisors Inc with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bell Investment Advisors since 2007. 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 customizes investment recommendations based on clients’ circumstances and conducts ongoing account monitoring while considering market and economic trends.

John Kenny is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Illumination Wealth Management, where he has worked since 2022. Prior to this, he held roles at Savvy Investments & Planning LLC and MML Investor Services. Illumination Wealth Management serves individuals, high-net-worth clients, trusts, corporations, and retirement plans by providing comprehensive Financial Life Management that integrates financial planning and ongoing investment management. The firm employs client-specific investment policy statements and a strategic asset allocation approach with tactical adjustments, monitoring portfolios regularly with a focus on long-term allocation.

Ariana Alisjahbana is a financial advisor at North Berkeley Wealth Management, LLC, holding CFP® and Series 65 credentials with four years of industry experience. Her prior roles include positions at BrightPlan and Rocket Lawyer, as well as experience in travel and at Alibaba Group. North Berkeley Wealth Management provides comprehensive financial planning and investment management services to a diverse client base, utilizing a customized asset allocation process that incorporates both passive and active strategies along with ESG options. The firm manages approximately $830 million in client assets and emphasizes maintaining client custody with reputable custodians such as Charles Schwab.

Jennifer Mitchell is a financial advisor at Castle Rock Wealth Management, LLC with 32 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at firms including First Allied Advisory Services and Round Hill Securities. Outside of her advisory role, she serves as an arbitrator for FINRA and is a youth soccer referee with the Mustang Soccer League. 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 across approximately 1,882 clients through a team of eight advisors, utilizing a combination of fundamental and technical analysis with active trading strategies.