Anthony Ortale is a financial advisor with Insight Wealth Strategies, LLC in San Ramon, CA. He holds Series 63, Series 65, and Series 66 licenses and has 22 years of industry experience. His prior work includes roles at Mutual Securities, Inc., Fisher Investments, First Allied Securities, Inc., Charles Schwab, and Horizon Wealth Group, LLC. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, and institutions. The firm uses proprietary portfolio models centered on low-cost, diversified ETFs and individual stocks, employing a multi-disciplinary investment process that includes fundamental, technical, quantitative, and sector analysis.

Kyle Dennehy is a financial advisor at California Financial Advisors with four years of industry experience. He holds a Series 65 designation and has prior experience at KPMG and the University of California, Santa Barbara. California Financial Advisors is an SEC-registered firm that manages over $2 billion in client assets, serving individuals, charitable organizations, and businesses. The firm’s investment approach focuses on asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers, implementing strategies tailored to clients’ objectives and tax considerations.

Carol Wikle is a CFP® professional with 27 years of industry experience. She has been with Mirador Capital Partners since 2015. Outside of her advisory role, she holds an interest as a convertible promissory note holder in a fractional real estate business. Mirador Capital Partners serves individuals, trusts, pension and profit-sharing plans, and small businesses with portfolio management, financial planning, and retirement consulting. The firm employs a top-down fundamental investment approach supplemented by technical analysis and uses multiple proprietary strategies tailored to client needs.

Andrew Skinner is a financial advisor with Treehouse Wealth Advisors in Walnut Creek, CA. He holds a Series 66 designation and has 26 years of industry experience, including prior roles at Merrill, San Francisco Sentry Investment Group, and Garrison Point Advisors. Outside of advisory work, he is also a licensed insurance agent specializing in fixed life, fixed annuities, disability, and long-term care products. 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 provides discretionary and non-discretionary portfolio management, financial consulting, and wealth planning services, employing a combination of technical and fundamental analysis supported by AI, with human oversight.

Ronald Yee is a financial advisor with American Investors Company, holding a Series 63 designation and 29 years of industry experience. He has been with American Investors Company since 1997. In addition to his advisory work, he is a licensed independent insurance agent, though he is not currently active in selling insurance. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines broker-dealer and SEC-registered adviser functions, offering a range of asset management and financial planning services along with commission-based securities and insurance products.

Tyler Mullen is a Series 65-licensed advisor at Dixon Financial Services with 11 years of industry experience. He has been with Dixon Financial Services since 2015. 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 emphasizes individualized Investment Policy Statements, quarterly reviews, and performance reporting.

Anna Hong is a ChFC® credentialed advisor with one year of industry experience, currently with New Insight Wealth Advisors in San Ramon, CA. She previously worked at Allmerits Asset, LLC and has been involved with KBP Financial & Insurance Marketing and Worthington Financial Partners since 2015 and 2018, respectively. Outside of her advisory role, she is an Associate Broker at Alliance Bay Realty, providing real estate planning and sales services. New Insight Wealth Advisors serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities, offering discretionary asset management, employer retirement-plan consulting, and financial planning. The firm employs a multi-disciplinary investment process using a broad range of instruments and provides ongoing portfolio monitoring and rebalancing.

Thomas Powers is a financial advisor at California Financial Advisors with 37 years of industry experience. He holds the CFP® and ChFC® designations and has worked at the firm, formerly Maloon, Powers, Pitre & Higgins LLC, for 28 years. In addition to his advisory work, he maintains an active role in life insurance sales. California Financial Advisors is an SEC-registered firm managing over $2 billion in client assets for individuals, charitable organizations, and businesses. The firm employs a team-based approach with a focus on asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers to implement strategies aligned with clients’ objectives and tax considerations.

Matthew Vera is a financial advisor at RPG Investment Advisory, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been with RPG Investment Advisory since 2014. RPG Investment Advisory provides portfolio management and financial planning services to high-net-worth individuals. The firm employs firm-developed model portfolios and combines fundamental and technical analysis to manage approximately $1.04 billion in client assets across discretionary and non-discretionary arrangements.

Aaron Karas is a CFP® with 18 years of industry experience, currently serving at Insight Wealth Strategies, LLC since 2018. He previously worked at Mutual Securities, Inc. and Lincoln Financial Advisors. Outside of his advisory role, he is a board member of Legacy The School of Sport Sciences and owns QB1 Advisors, where he provides holistic financial and talent management consulting for professional athletes. Insight Wealth Strategies offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, and institutions. The firm uses proprietary portfolios primarily composed of low-cost, diversified ETFs and individual stocks, employing a multi-disciplinary investment process that includes fundamental, technical, quantitative, and sector analysis.

Ronald Moore is a financial advisor at CS Planning Corp with one year of industry experience. He holds a Series 65 designation and previously worked at Arm, Inc. from 2010 to 2024. Moore is also the CEO and Chairman of the Board of NPV Growth & Income Fund, LLC, an investment-related business specializing in securities trading. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base. The firm employs a multi-advisor model and constructs broadly diversified portfolios using systematic strategies tailored to client risk tolerance and goals.

Amanda Albright is a CFP® professional with five years of industry experience. She is currently associated with Lodestar Private Asset Management LLC, where she has worked since 2022. Her prior experience includes roles at EP Wealth Advisors, Brooklyn FI, HoyleCohen, R.M. Davis, and MacPage. Lodestar provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans. The firm employs a tactical asset allocation approach combining passive and active investments, emphasizes tax considerations in taxable accounts, and manages approximately $1.34 billion in assets across five advisors.

Chad Seegers is a financial advisor with Insight Wealth Strategies, LLC in San Ramon, CA. He holds the Series 66 designation and has 20 years of industry experience, including prior roles at Mutual Securities, Inc. and Lincoln Financial Advisors. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, and institutions. The firm employs proprietary portfolio models focused on low-cost, diversified ETFs and individual stocks, using a multi-disciplinary investment process that incorporates fundamental, technical, quantitative, and sector analysis.

William Guthreau is a financial advisor with American Investors Company in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with American Investors Company since 2013 and also works as an insurance agent, advising clients on life, disability, and long-term care insurance. American Investors Company provides advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of investment management services, including discretionary and non-discretionary asset supervision, financial planning, and retirement plan consulting, with a combined broker-dealer and SEC-registered adviser structure.

Andre Luiz Paiva is a financial advisor at Insight Wealth Strategies, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Mutual Securities, Inc., JP Morgan Securities LLC, JPMorgan Chase Bank, and Ameriprise Financial Services, Inc. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm uses a long-term, model-driven investment approach with proprietary portfolios, low-cost ETFs, individual stocks, and alternative holdings, along with a documented marketing and reporting program that includes educational events and published performance information.

James Hebert is a financial advisor at Prosperity Financial Group, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Insight Wealth Strategies, LLC and Ep Wealth Advisors. Prosperity Financial Group serves individuals, trusts, estates, and business entities with asset management, financial planning, and consulting services. The firm manages approximately $503 million in discretionary assets through a team of seven advisors, employing tailored portfolios with a range of securities and regular reviews.

Mark Swoboda Jr. is a financial advisor at Mirador Capital Partners with three years of industry experience. He holds a Series 65 designation and previously worked at Okta, Inc. and Autodesk, Inc. Mirador Capital Partners advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and small businesses, offering portfolio management, financial planning, and retirement consulting. The firm uses a top-down fundamental analysis approach supplemented by technical analysis and employs multiple proprietary investment strategies across various asset classes.

Nicolas Vieville is a financial advisor at Morling Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation. His prior work includes roles in manufacturing, education, and food trading. Morling Financial Advisors serves individuals, families, businesses, and nonprofit organizations with discretionary investment management, financial planning, and pension consulting services. The firm customizes portfolios using a mix of index-based strategies, mutual funds, ETFs, and alternative investments, with ESG integration available upon request.

Veniamin Barinov is a financial advisor at Morling Financial Advisors, LLC with Series 65 credentials and one year of industry experience. Prior to joining Morling Financial Advisors, he held various roles including positions at Teksystems and University of California, Irvine. Outside of his advisory work, he is an author and writer, engaged in writing and editing activities. Morling Financial Advisors serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and nonprofit organizations. The firm offers discretionary investment management, financial planning, and consulting services, using a client-specific strategic asset allocation that combines index-based equity and fixed income, mutual funds, ETFs, and alternative investments.

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.