Mark Angelo Mesina is a financial advisor with Secure Investment Management, LLC in Concord, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Secure Investment Management, he worked at NYLIFE Securities LLC and New York Life Insurance Company. He also assists clients with fixed insurance products and annuities through Secure Income Management. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, third-party managers, and direct indexing tailored to client objectives.

Alex Soderberg is a financial advisor at Burton Enright Welch with four years of industry experience. He holds a Series 65 designation and previously worked at Peak 360 Wealth Management, Bryant University, Contra Costa County Office of the Sheriff, and River City Bank. 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 using a documented, four-step process and oversees approximately $1.55 billion in assets across about 612 client relationships.

Katherine King is a CFP® professional with 28 years of experience in the financial industry. She has been with North Berkeley Investment Partners, LLC since 2005. She holds Series 63 and Series 65 licenses and is based in 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 offers comprehensive financial planning and investment management, using a mix of passive and active strategies, ESG options, and employs separately managed accounts with a willingness to use options and leverage in certain portfolios.

Stephen Block is a CFP® and CFA® with 20 years of experience in the financial industry. He currently works at Elevation Wealth Partners, LLC and previously spent 18 years at Phocas Financial. Elevation Wealth Partners serves individuals, families, and various institutional clients, providing fee-only discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and long-term, academically informed strategies, integrating tax and accounting services through in-house specialists.

Michael Stock is a Series 65-licensed financial advisor with 16 years of industry experience. He has worked at Boltwood, Knowles & Dibblee Inc since 2009. Boltwood Capital Management is an employee-owned, SEC-registered investment adviser serving individuals, families, estates, foundations, endowments, and other institutions. The firm emphasizes a long-term, cycle-aware investment approach guided by a written Investment Policy Statement and manages approximately $380.6 million in assets.

Richard Greywitt is a financial advisor at Affinity Capital Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Cutler Group LP and Greywitt Capital Management prior to joining Affinity in 2023. Outside of finance, he occasionally assists with operations at Metta Yoga Studio, a business owned by his spouse. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $851 million in assets across 531 client relationships. The firm provides comprehensive portfolio management, financial planning, retirement plan consulting, and utilizes a combination of fundamental, technical, and charting analysis in building portfolios, incorporating a range of investment vehicles including stocks, bonds, ETFs, options, and alternative investments.

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.

Debra Ellisen is a financial advisor at North Berkeley Wealth Management, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with the affiliated North Berkeley Investment Partners, LLC since 2002. 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 employs a long-term, total-return investment approach using a combination of passive and active strategies, separately managed accounts, and offers ESG and carbon-screened options for clients who request social screening.

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.

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® professional with 35 years of industry experience, currently serving as an advisor at Southland Equity Partners, LLC. His prior work includes 16 years at Fsc Securities Corporation and ongoing roles at Atandard since 1992. He also owns Diablo Benefit Group, a sole proprietorship focused on employee benefits and insurance sales. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, and retirement plan consulting. The firm utilizes a combination of fundamental and technical analysis to create customized portfolios, primarily managing accounts on a discretionary basis.

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 30 years of industry experience. She has worked at The Humphreys Group from 1989 to 2025 before joining Treehouse Wealth Advisors, where she is part of a five-advisor team. Treehouse Wealth Advisors provides discretionary and non-discretionary portfolio management, financial consulting, and comprehensive wealth planning to individual and high-net-worth clients. The firm’s investment process incorporates technical and fundamental analysis and offers estate, tax-integrated planning, family philanthropy, and trustee oversight services.

Amy Thacher is a CFP® with nine years of industry experience. She has been with Blume Capital Management, Inc. since 2015. Blume Capital Management provides discretionary investment management and standalone financial planning to individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, charitable foundations, and private investment funds. The firm emphasizes a long-term, value-oriented equity approach combined with diversified asset allocation and uses a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments for qualified clients.

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.