John Bargmann is a financial advisor at The Pacific Center For Financial Services with 31 years of industry experience. He holds a Series 63 designation and has been with his current firm since 1997, previously working at Cetera and Cetera Wealth Services. He serves as a board member for the Micki Rainey Scholarship Fund. The Pacific Center For Financial Services advises individuals, high-net-worth families, family trusts, and retirement accounts by providing financial planning, consulting, and investment management services. The firm manages over $1 billion in assets and operates a Managed Account Program focused on diversified, asset-allocation-based portfolio management using mutual funds, stocks, ETFs, and bonds.

Craig Frieders is a financial advisor with RB Capital Management, LLC in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with RB Capital Management and Crofton Capital Management since 2005 and is also involved in AmeriEstate Legal Plan Inc., assisting clients with estate planning. Outside of advisory work, he owns an independent insurance agency focused on term life and long-term care insurance. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm emphasizes asset allocation, diversification, and customized portfolios, integrating hedged strategies and managed fixed-income solutions while primarily managing assets in-house.

Forrest Bell is a Series 65-licensed financial advisor with Bell Investment Advisors Inc in Orinda, CA. He has 20 years of industry experience and has been with Bell Investment Advisors since 2005. Bell Investment Advisors is an SEC-registered firm serving individual and high-net-worth clients with discretionary portfolio management and fee-based financial planning. The firm customizes investment strategies based on clients’ personal and financial circumstances and conducts ongoing account monitoring while considering market and economic trends.

James Sutton is a financial advisor with Echo45 Advisors LLC in Walnut Creek, CA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Merrill and Morgan Stanley before joining Echo45 Advisors in 2020. Sutton is also a passive investor in property technology and land development companies through Land Club LLC and Land Club Sutter Creek LLC. Echo45 Advisors serves individuals, trusts, retirement plans, and business entities with comprehensive wealth management, discretionary investment management, and financial planning services. The firm combines multiple analytical methods and employs a variety of portfolio strategies, including custom indexing, alternative investments, and digital assets, supported by affiliated tax and estate services and integrated fintech solutions.

Eric Loofbourrow is a financial advisor with American Investors Company, holding a Series 66 designation and 11 years of industry experience. He has been with American Investors Company since 2015. Outside of finance, he has experience as a self-employed piano and organ player. 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 offers a range of services including asset management, financial planning, retirement plan consulting, and seminars, operating with a combined broker-dealer and SEC-registered adviser structure.

Chad Franck is a financial advisor at The Pacific Center For Financial Services with 24 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2001, with prior experience at Cetera Wealth Services, LLC from 2013 to 2026. Outside of his advisory role, he is also a licensed mortgage broker involved in arranging first and second mortgages, including FHA loans. The Pacific Center For Financial Services serves individuals, high-net-worth families, family trusts, and retirement accounts by providing financial planning, consulting, and investment management services. The firm manages over $1 billion in assets and utilizes a Managed Account Program focused on diversified, asset-allocation-based portfolios using mutual funds, stocks, ETFs, and bonds with a combination of fundamental, technical, and cyclical analysis.

Joseph Mcdonough is a financial advisor at Lewis Asset Management with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at BlackRock and Mechanic's Bank. Lewis Asset Management is a registered investment adviser serving individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers discretionary portfolio management and standalone financial planning, focusing on long-term trading and diversified portfolios that typically include exchange-traded funds and no-load mutual funds.

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 20 years of industry experience. He holds a Series 66 designation and has previously worked 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, retirement plans, and business entities with comprehensive wealth management, discretionary investment management, and retirement plan consulting. The firm combines multiple analytical methods with various portfolio implementation strategies and offers both automated and customized investment services.

Brian Stormont is a Certified Financial Planner® at Insight Wealth Strategies, LLC with 26 years of industry experience. He has previously worked at Mutual Securities, Inc., Lincoln Financial Advisors, Valic Financial Advisors, and Ameriprise. 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 primarily using low-cost, diversified ETFs and individual stocks, supported by a multi-disciplinary investment process that includes fundamental, technical, quantitative, and sector analysis.

Dawnalizabeth Henke is a Series 65-licensed financial advisor at Capital Advantage, Inc. in Walnut Creek, CA, with 18 years of industry experience. She has been with Capital Advantage since 2006. Capital Advantage, Inc. serves individual and high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management and financial planning. The firm uses a combination of fundamental and technical analysis and manages portfolios using mutual funds, ETFs, individual equities, and fixed income, with regular account reviews and a team-based approach.

Lyudmila Ter Avanesyan is a financial advisor with Grant Private Wealth Management in Pleasanton, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at Fidelity Brokerage Services and Glava Realty. Outside of advising, she is involved in property management through her ownership of a rental property business. Grant Private Wealth Management provides fee-based investment management and financial planning to individuals, trusts, business entities, and qualified retirement plans, tailoring strategies to client goals and risk tolerance using a mix of analytical approaches. The firm offers various engagement options and conducts public educational seminars at no charge.

Madeline Valente is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has been with Bluesky Wealth Advisors, LLC since 2013. The firm provides advisory services primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and business entities. Bluesky Wealth Advisors manages approximately $850 million in discretionary client assets and employs a strategic asset allocation approach that emphasizes low-cost, tax-efficient investments alongside selective use of active managers.

Michael Lin is a financial advisor with New Insight Wealth Advisors in San Ramon, CA, holding a Series 66 license and 21 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 15 years before joining New Insight Wealth Advisors and Purshe Kaplan Sterling Investments. Outside of his financial advisory role, he owns and directs Michael Lin Workshop, a video and media production business. New Insight Wealth Advisors provides discretionary asset management, retirement-plan consulting, and financial planning services to individual and high-net-worth clients, trusts, estates, and business entities. The firm employs a multi-disciplinary investment process utilizing a broad range of instruments and offers ongoing portfolio monitoring and periodic rebalancing.

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 10 years of industry experience, currently serving as an advisor at Burton Enright Welch since 2015. He holds a Series 66 license and is based in Walnut Creek, CA. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and business entities. The firm manages approximately $1.246 billion in assets for around 610 clients, using a disciplined four-step investment process that combines active and passive strategies with ongoing portfolio monitoring.

Jackson Vickers is a financial advisor at Mirador Capital Partners with three years of industry experience. He holds a Series 65 designation and has prior experience with High Point Events, Arizona State University, Dollarhide Financial Group, and Brophy College Prep. Mirador Capital Partners advises individuals, trusts, pension and profit-sharing plans, and small businesses, offering portfolio management, financial planning, and retirement consulting. The firm uses a top-down fundamental investment approach supported by technical analysis and employs multiple proprietary strategies across various asset classes.

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.

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.

Elliot Kallen is a financial advisor with Prosperity Financial Group, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Prosperity Financial Group since 2000 and also works with Prosperity Wealth Management and Fortune Financial Services. Kallen serves as president of Prosperity Financial Group, where he is involved in retirement planning, benefits administration, and asset management. Prosperity Financial Group serves individuals, trusts, estates, and business entities, managing approximately $503 million in discretionary assets for several hundred clients through a team of seven advisors. The firm offers tailored portfolio management and financial planning, utilizing sub-advisory relationships and regular portfolio reviews.