Andrew Mendonca is a financial advisor at D & T Financial Advisors, Inc. with two years of industry experience. He holds a Series 65 credential and has worked at Jackson Downs & Tsuruda since 2020 and Bank of America from 2018 to 2020. Outside of his advisory role, Mendonca is involved with Jackson Downs & Tsuruda CPA's, a tax accounting firm, where he prepares taxes and accounting. D & T Financial Advisors provides discretionary investment management and retirement plan advisory primarily for individual clients, trusts, qualified retirement plans, charitable organizations, and businesses. The firm follows a Modern Portfolio Theory-based investment approach focused on diversified, low-turnover, passively managed asset-class funds with a buy-and-hold strategy and maintains a close affiliation with an accounting practice.

Ryan Wells is a financial advisor with PathWise, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. He has worked at PathWise Wealth Partners since 2014 and previously held positions at ACCLARO Wealth Management, LPL Financial, and Mass Mutual Investors Services. PathWise provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, and pension plans, offering access to private funds and third-party separately managed accounts. The firm’s investment approach is long-term and allocation-driven, with tactical rebalancing and private investment due diligence integrated with tax coordination.

Christopher Dodds is a financial advisor with Crown Oak Advisors and holds Series 63 and Series 65 licenses. He has five years of industry experience and has worked with firms including Coinbase Global, The Cynosure Group, Baron Capital Group, and The Charles Schwab Corporation. Dodds serves on the boards of directors for The Charles Schwab Corporation and Charles Schwab Bank and acts as a consultant to Baron Capital Group and The Cynosure Group. Crown Oak Advisors provides discretionary investment management and institutional consulting to individuals, trusts, estates, charitable organizations, endowments, and other institutions. The firm employs an equity-focused investment approach combining fundamental, cyclical, and behavioral finance analysis to identify undervalued businesses for long-term ownership.

David Hunt is a financial advisor at Hunt Wealth Management with 19 years of industry experience. He holds the Series 66 designation and has worked at Sowell Financial Services and Concert Wealth Management prior to joining his current firm in 2017. Hunt Wealth Management provides discretionary investment advice and portfolio management to individual clients, tailoring strategies based on wealth, income, age, risk tolerance, and financial needs. The firm manages approximately $110 million in discretionary assets for around 180 U.S. clients and emphasizes diversified portfolios with infrequent trading to limit costs and tax impacts.

Violet Hungerford is a financial advisor at Hyphen Wealth Management with a Series 65 credential and three years of industry experience. She previously worked at Helium Advisors LLC and Aprio Wealth Management, LLC. Hyphen Wealth Management serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers portfolio management, pension consulting, and financial planning, employing fundamental, quantitative, and modern portfolio theory within a long-term trading framework.

Nicholas Tognoli is a financial advisor at Bass Rocks Asset Management with a Series 65 designation and no prior industry experience before beginning his advisory career in 2023. His work history includes a year at Brookwood Investment Group and five years at Arizona State University. Bass Rocks Asset Management provides discretionary portfolio management primarily to individuals, high-net-worth clients, and other advisers, focusing on equities, ETFs, and options-related strategies. The firm emphasizes the use of margin and both fundamental and technical analysis, with client accounts custodied at Schwab Institutional.

John Wenzel is a CFP® and holds a Series 65 license with 17 years of industry experience. He has been with Archvest Wealth Advisors, Inc. since 2014 and previously worked at Grossman Financial Management from 2020 to 2021. Archvest Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm offers tailored financial planning, investment management, and family office services, managing approximately $330 million in client assets as of year-end 2024.

Steve Aguiar is a financial advisor at Arbor Wealth Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arbor Wealth Management since 2007, with prior experience at FSC Securities Corporation. He is also a trustee on his uncle’s living trust. Arbor Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a disciplined investment process focused on asset allocation and portfolio optimization, offering both discretionary and non-discretionary account management through its Vision 2020 Wealth Management Platform.

Michael Castro is a CFP® with 26 years of industry experience. He is currently with Contango Wealth Management LLC and has previously worked at Marin Wealth Advisors LLC and Charles Schwab & Co., Inc. since 2012. Contango Wealth Management provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients, tailoring investment strategies to each client’s goals, income, taxes, and risk tolerance. The firm employs a long-term trading approach that combines fundamental analysis, modern portfolio theory, and quantitative methods.

Jacqueline Almeida is a financial advisor at Duet Advisory Services LLC with a Series 65 designation and five years of industry experience. Prior to joining Duet Advisory Services in 2021, she worked at Marsh & McLennan Agency for three years. Duet Advisory Services LLC provides investment advisory, financial planning, and consulting services to individuals, high net worth clients, affiliated trusts and estates, and business entities. The firm manages approximately $278 million for around 288 clients across five offices and offers tailored investment strategies including discretionary and non-discretionary management.

Adam Gallegos is a Series 66-licensed advisor with 24 years of experience, currently serving at The Foundation Investment Group in Lafayette, CA. His prior experience includes roles at Commonwealth Financial Network, Carey Financial, and several advisory firms from 2016 to the present. Outside of his advisory work, Gallegos serves as treasurer and board member for the Lafayette Lacrosse Club, a nonprofit youth sports organization. The Foundation Investment Group manages approximately $286 million across individual, trust, charitable, and corporate clients, emphasizing a global macro, top-down investment approach that integrates alternative investments alongside traditional securities. The firm combines portfolio management with discretionary and non-discretionary services and frequently recommends privately placed alternative investments with flexible fee options.

Tu Nguyen is a CFP® professional with three years of industry experience. He is currently with Sierra Pacific Private Wealth, LLC and has previously worked at TS Bank, Callahan Financial Planning, CIBC Private Wealth Advisors, Inc., and Boston Private Wealth LLC. Sierra Pacific Private Wealth, LLC provides wealth management, comprehensive financial planning, and corporate retirement plan advisory services to individuals, families, and plan sponsors. The firm offers tailored portfolio management with continuous account supervision and supports retirement plan participation through participant education and group enrollment meetings.

Chad Naylor is a financial advisor at Naylor & Company in Orinda, CA, holding a Series 65 designation with 23 years of industry experience. He has worked at Naylor & Company since 2003. Naylor & Company provides investment advice, portfolio management, and financial planning for individuals, high-net-worth clients, families, pension and profit-sharing plans, and businesses. The firm emphasizes fundamental and technical analysis with a focus on small- and mid-capitalization and cyclical companies, tailoring portfolios to client objectives using a range of investment vehicles.

Raul Leon is a financial advisor at BluePrint Investments and Tax Planning with eight years of industry experience. He holds a Series 63 designation and has worked at Blueprint Wealth Partners, LLC and Books & Taxes Inc. Outside of advising, he is a partner in a tech startup investment and involved in insurance sales and related bookkeeping activities. BluePrint Investments and Tax Planning is an independent, state-registered firm serving individuals, small businesses, trusts, and charities. The firm offers discretionary model portfolio management alongside financial planning that incorporates tax and cash-flow analysis, using a top-down investment process tailored to client objectives and risk tolerance.

Gregory Peters is a financial advisor with Lafayette Square Financial Advisors, Inc. in Walnut Creek, CA, holding a Series 63 designation and 43 years of industry experience. He previously worked at Cetera and Associated Planners Investment Advisory Inc. Peters is also involved with the Business Enterprise Institute, where he helps business owners with exit planning strategies. Lafayette Square Financial Advisors provides discretionary investment management, financial planning, consulting, and retirement plan advisory services to individuals, families, trusts, and corporations. The firm combines fundamental and technical analysis with model-manager evaluation and offers an estate-planning technology platform.

George Salter II is a CFP® with 23 years of industry experience and currently serves at Blossom Wealth Management, LLC, where he has worked since 2009. He previously worked at KW Securities Corporation from 2013 to 2022. In addition to his advisory role, he is an independent insurance agent specializing in term and life insurance products. Blossom Wealth Management offers discretionary portfolio management, financial planning, retirement plan consulting, and multi-generation family office services to individuals, families, corporations, retirement plans, and charitable institutions. The firm manages a substantial asset base with a small team and employs a range of strategies including ETFs, mutual funds, and options, providing tailored financial planning and investment management.

Carl Gabler is a financial advisor at Atlas Grove Capital LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Alta Via Capital and Insight Wealth Strategies. Atlas Grove Capital LLC is a newly established SEC-registered investment adviser that provides discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, and businesses. The firm focuses on growth-oriented equity strategies across various market capitalizations, combining fundamental, quantitative, and cyclical analysis to construct portfolios.

Amber Woods is a financial advisor at Lula Financial in Oakland, CA, holding a Series 65 designation with no prior industry experience. Outside of advising, she has been involved with Pink Light Inc. for 14 years. Lula Financial provides financial planning and portfolio management services to individual clients, focusing on passive investment strategies using index funds and ETFs. The firm offers various planning arrangements and serves a modest client base without targeting high-net-worth individuals.

Michael Testa is a Series 65 licensed financial advisor at Naylor & Company with one year of industry experience. His prior roles include positions at QuinStreet, Scale AI/Outlier AI, and Rocket Mortgage. Naylor & Company provides investment advice, portfolio management, and financial planning to individuals, high-net-worth clients, families, pension and profit-sharing plans, and businesses. The firm’s investment approach combines fundamental analysis and technical indicators, with a focus on small- and mid-capitalization and cyclical companies, tailoring portfolios to client objectives across various asset types.

Craig Braemer is a CFP® and CFA® with 25 years of experience in the financial services industry. He has worked at Blossom Wealth Management, LLC since 2018, following a 20-year tenure at Highmark Capital Management, Inc., and prior experience at Union Bank of California, N.A. Braemer serves as a director in the local San Francisco chapter of the National Association of Investors Corporation, where he teaches financial literacy and investment concepts. Blossom Wealth Management provides discretionary portfolio management and financial planning to individuals, multi-generation households, and employer plan sponsors. The firm combines ETF-based asset allocation with concentrated equity strategies and incorporates sustainability considerations into tailored investment approaches, offering family-office-style services alongside a research subscription product for other advisors.