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.

Robert Agorastos is a CFP® professional with 11 years of industry experience. He has worked at Insight Wealth Strategies, LLC since 2013 and previously held roles at Lincoln Financial Advisors Corporation and Mutual Securities, Inc. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term, model-driven investment process utilizing low-cost ETFs, individual stocks, and alternative holdings, supported by fundamental, technical, quantitative, and sector analysis.

Don Garman is a CFP® with 32 years of industry experience, currently serving as an advisor at Mirador Capital Partners. He has previously worked at Purshe Kaplan Sterling Investments and has been with Mirador since 2015. Garman is also a partner in venture funds Tri-Valley Ventures, LLC and Tri-Valley Ventures II, LP. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses, offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach combines top-down fundamental analysis with technical analysis and employs a variety of asset-allocation models across public and private securities and alternative vehicles.

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.

Emmanuel Comes is a financial advisor with American Investors Company in San Ramon, California. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has been with American Investors Company since 2011. 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 both discretionary and non-discretionary asset management, hourly consultations, financial planning, and retirement plan services, operating with a combined broker-dealer and SEC-registered adviser structure.

David Hart is a CFA® charterholder with 34 years of industry experience. He currently works at Grant Private Wealth Management and has held prior roles at Blaylock Van, LLC, CINCaP Investment Group, Inc., and Ross, Sinclaire & Associates, Inc. Grant Private Wealth Management is a registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm provides tailored investment strategies based on clients’ goals, time horizons, and risk tolerance, and is notable for offering public educational seminars and workshops at no charge.

Kayla Fernandez is a CFP® and Series 65-licensed financial advisor with six years of industry experience. She has worked at California Financial Advisors since 2020 and previously held roles at 1440 Multiversity, Presidio Bank, Santa Clara University, and the University of Oregon. Outside of finance, she has experience in the hospitality industry through her work at Palacio Restaurant. California Financial Advisors is an SEC-registered firm managing over $2 billion in client assets. The firm serves individuals, charitable organizations, and businesses, employing an investment approach focused on asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers.

Nicholas Venezia is a financial advisor at California Financial Advisors with a Series 65 designation and three years of industry experience. His prior work includes roles at Colliers International and Page Mill Winery, as well as self-employment. California Financial Advisors serves individuals, charitable organizations, and businesses by providing investment supervisory services, financial planning, and consulting. The firm’s investment approach focuses on asset allocation, mutual fund and ETF analysis, and due diligence of third-party managers, managing approximately $2 billion in assets.

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.

Ryan Dennehy is a financial advisor at California Financial Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at Maloon, Powers, Pitre & Higgins, LLC since 2017. Prior to his advisory career, he was affiliated with CalPoly State University for four years. California Financial Advisors is an SEC-registered firm that provides portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm manages over $2 billion in client assets and employs a team-based approach with specialized investment strategies tailored to clients’ objectives and tax considerations.

Jessica Schafer is a CFP®-certified financial advisor at J.P. King Advisors, Inc. with 16 years of industry experience. She has been with J.P. King Advisors since 2016 and also has a background with American Investors Company dating back to 2010. In addition to her advisory role, she is an independent insurance agent specializing in life and health insurance. 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, and various business entities. The firm’s investment approach focuses on risk management and strategic asset allocation using globally diversified portfolios, with ongoing oversight by an internal Investment Committee.

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.

Asha Culhane Husain is a financial advisor at Mirador Capital Partners with a Series 65 credential and one year of industry experience. Prior to joining Mirador, she held roles at Re:wild Your Compass, Boccaccios Restaurant, Conejo Family Health, Columbia University, and the University of California, Berkeley. Mirador Capital Partners provides portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and profit-sharing plans, and small businesses. The firm employs a top-down fundamental investment approach supplemented by technical analysis and offers multiple proprietary strategies across different asset classes.

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.

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.

Michael Dixon is a financial advisor with Dixon Financial Services, holding a Series 63 designation and 38 years of industry experience. He has worked at Assante Capital Management Inc. since 2001 and has been president and officer of Dixon Financial Services since 1990. Dixon Financial Services serves individuals, trustees, charitable organizations, business owners, and corporations by providing investment advisory services focused on individualized Investment Policy Statements and ongoing portfolio management using a strategic asset allocation approach. The firm manages over $1 billion in assets with a team of five advisors and emphasizes quarterly account reviews, financial simulations, and educational events for its clients.

Erny Malakoff is a financial advisor at Malakoff Wealth with 40 years of industry experience. He holds a Series 63 designation and has worked with Master Wealth, LLC, Malakoff & Associates, and LPL Financial over his career. Outside of advisory work, Malakoff serves as a preacher at a Masonic residence. Malakoff Wealth provides financial planning and consulting services to individuals, trusts, nonprofits, banks, businesses, and pension/profit-sharing plans. The firm focuses on written financial plans and periodic reviews but does not manage client assets or accept custody, typically referring clients to LPL Financial for investment implementation and ongoing supervision.

Cesar Dantes is a Series 63-licensed financial advisor with 29 years of industry experience. He has been with Prosperity Financial Group, Inc. in San Ramon, CA since 2010. Prosperity Financial Group serves individuals, including high-net-worth clients, trusts, estates, and business entities, providing asset management, financial planning, and consulting services. The firm manages approximately $503 million in discretionary assets through a team of seven advisors, offering customized portfolios and oversight of third-party money managers.