Michael Hsu is a financial advisor with Asia Global Asset Management, Inc. in Alameda, CA, holding a Series 65 designation and 18 years of industry experience. He has worked at Asia Global Asset Management since 2007 and was previously with Vision Wealth Management, Inc. from 2015 to 2017. Outside of his advisory role, Hsu is the founder and president of the Center for Marketplace Ministries, a nonprofit organization that trains Christian entrepreneurs. Asia Global Asset Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning and facilitating relationships with independent third-party investment advisers. The firm emphasizes a data-gathering process to assess client goals and risk tolerance and relies primarily on outside managers for portfolio management and custody.

Erik Wolfers is a CFP® professional with nine years of industry experience, currently serving at First and Main Financial in Piedmont, CA. He has been associated with Wolfers Asset Management since 2001. First and Main Financial manages client assets on a discretionary basis, primarily serving individual investors and revocable trusts. The firm emphasizes long-term diversification and periodic rebalancing using mutual funds, ETFs, and various fixed income options, and also provides comprehensive financial planning and pension plan participant services.

Jarrett Brady is a financial advisor at Pursue Wealth Partners, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Kingswood Capital Partners, J Alden Associates, iCapital Wealth, Cantella & Co., and Raymond James & Associates. Brady is also CEO of White Rabbit Cap, Inc., an entity established for legal and accounting purposes related to Pursue Wealth Partners. Pursue Wealth Partners is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $243 million through discretionary and non-discretionary investment management, employing a long-term strategy that combines fundamental and technical analysis across diverse asset types, including mutual funds, ETFs, equities, bonds, options, and structured products.

James Gebhardt is a CERTIFIED FINANCIAL PLANNER™ professional with 30 years of industry experience. He is the principal of Gebhardt Group, Inc., where he has worked since 2005. Prior to that, he held roles at Integrity Alliance LLC and 401K Masters, LLC. Gebhardt also operates as an independent insurance agent, focusing on fixed insurance products. Gebhardt Group provides discretionary investment management and financial planning services primarily for individuals, trusts, estates, charitable organizations, and retirement plan participants. The firm employs an actively managed, trend-oriented “Protected Growth” strategy and serves a high-net-worth clientele through coordinated planning and multiple custodial and third-party platforms.

Faraz Sattar is a financial advisor with Accretive Wealth Management, LLC in San Ramon, CA. He holds a Series 65 designation and has 13 years of industry experience, having been with Accretive Wealth Management since 2012. Accretive Wealth Management provides investment management, financial planning, and pension consulting to individuals, including high-net-worth clients, as well as small business and institutional clients. The firm uses multiple methods of analysis and manages exposure across public and private markets, with a particular focus on private placements, private equity, private real estate, private debt, hedge funds, REITs, and qualified opportunity zone investments.

Michael Johnson is a CFP® and CFA® with 10 years of industry experience. He has been with Benningfield Financial Advisors, LLC since 2014, where he serves as one of three advisors. Benningfield Financial Advisors provides integrated financial planning and discretionary investment management to high-net-worth individuals and families, as well as pension and charitable accounts. The firm employs a strategic asset allocation approach, combining passive index and ETF investments with select active managers, and manages accounts under limited discretionary authority.

Mark Sifling is a CFP® with 20 years of experience in financial advising at Simple Life Financial, where he has been a principal since 2006. He also serves as the principal consultant of Blu Pagoda LLC, a management consulting firm that provides services to financial companies. Simple Life Financial offers investment advisory and financial planning services to individuals, families, small businesses, and related entities, with experience serving multi-generational households through tailored investment profiles, cash-flow and liquidity planning, and coordination with clients’ other professional advisors.

Ian Tongol is an advisor at Investment Growth Management, Inc. with one year of industry experience. His prior work history includes positions at Armanino LLP, Century Group, and Robert Half. Outside of his advisory role, he is also involved with ECA Marketing. Investment Growth Management provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth households, as well as business retirement-plan sponsors and participants. The firm focuses on long-term, diversified portfolios combining equities, fixed income, mutual funds, and individual securities, and offers additional services such as personal cash-flow tracking and educational presentations.

Jeremy Bardin is a CFA® charterholder with 23 years of industry experience. He has been with Elevate Capital Management, L.L.C. since 2019 and previously worked at Elevate Wealth Management, L.L.C. from 2016 to 2019. Outside of his advisory role, he serves as CFO and board member of Fourth Pillar, Inc., an alternative health products company. Elevate Capital Management serves individual and high-net-worth clients with tailored portfolio management and documented investment policy statements. The firm employs multiple analytical methods and a long-term trading orientation to manage accounts on a discretionary or non-discretionary basis.

Tejpartab Anand is a financial advisor at Accretive Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked as a derivatives trader and in financial services roles at OneAmerica and Cornerstone Financial Partners. Anand has been with Accretive Wealth Management since 2021. Accretive Wealth Management serves individual, small business, and institutional clients by offering investment management, financial planning, and pension consulting services. The firm employs analytical approaches including charting, fundamental, technical, and cyclical analysis, and manages portfolios on both discretionary and non-discretionary bases.

Kevin Kennedy is a CFP® with 28 years of industry experience and the principal of Kevin Kennedy, LLC, where he has worked since 2004. He also serves on the Board of Directors for Bank of Marin Bancorp. Additionally, he has been employed by the City of Alameda since 2000. Kevin Kennedy, LLC provides comprehensive financial planning and investment advisory services to individuals, pension plans, and not-for-profit organizations, utilizing SEI-managed account programs and model portfolios for asset allocation and investment selection. The firm primarily offers non-discretionary services and focuses on retirement plans and institutional clients.

Kurt Rauzi is a financial advisor at Dedicated Capital Advisors, LLC in San Francisco, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including a prior role at Gordian Investments, LLC from 2015 to 2016. Dedicated Capital Advisors primarily serves high-net-worth individuals, their families, and related business entities by providing comprehensive financial planning and investment advisory services. The firm uses a structured four-phase process and typically allocates client assets to independent third-party managers, emphasizing multidisciplinary planning and outsourced portfolio management.

Adam Bagherian is a CFP® with 14 years of experience in financial advising. He is a principal at Arbor Wealth Management in Walnut Creek, CA, where he has worked since 2016. He is also pursuing CPA credentialing and is involved in maintaining and managing short-term rental properties independent of his advisory role. Arbor Wealth Management serves individual clients, trusts, estates, and business entities by providing investment advisory and financial planning services. The firm employs a strategic long-term investment approach supplemented by tactical adjustments, utilizing risk-tolerance assessments and advanced portfolio management tools.

Evan Ke is a CFA® charterholder with seven years of industry experience. He currently serves as a financial advisor at Van Strum & Towne Inc, where he has worked since 2026. Prior to this, he was with SKBA Capital Management and Nari Suda LLC. Van Strum & Towne primarily serves high net-worth individuals and manages accounts for a variety of clients including trusts, foundations, and pension plans. The firm focuses on fundamental analysis for stock selection, capital preservation, and long-term growth, maintaining generally low portfolio turnover and tailoring asset allocation to client objectives.

Karen Medford is a CFP® with eight years of experience at Fleming Financial Advising in Walnut Creek, CA. She has been with the firm since 2009 and holds a Series 65 license. Fleming Financial Advising serves individual clients with fee-only financial planning and portfolio management under a fiduciary standard, focusing on later-life planning and survivor-transition work. The firm emphasizes goal- and risk-focused investment strategies using diversified pooled vehicles and fixed-income instruments, managing most accounts on a discretionary basis with individualized portfolios rather than model portfolios.

Cathy Jackson Gent is a financial advisor at Global Investment Company with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research Advisors and OZI Company, LLC. Outside of her advisory role, she is involved in several nonprofit and community organizations, including serving as a founder of the Women’s Chamber of Commerce and holding leadership roles in local advisory councils and nonprofit boards. Global Investment Company provides portfolio management, financial planning, and pension consulting to individuals, including high net worth clients, and charitable organizations. The firm uses model portfolios and third-party money managers, focusing primarily on asset allocation and employing a range of investment strategies and instruments.

Kaden Wootton is a CFP® professional with two years of experience in financial advising. He currently works at Enspire Wealth Management, LLC and previously held roles at Meritas Wealth Management and Fidelity Investments. Enspire Wealth Management serves individuals, trusts, small businesses, and some pension/profit-sharing plans with discretionary investment management and financial planning. The firm uses a fiduciary, consultative approach to develop personalized investment strategies focused on diversified mutual funds and ETFs, combining active and passive management based on client goals and risk tolerance.

Nikhil Bhardwaj is a financial advisor at Trillium Investments with 14 years of industry experience. He holds a Series 65 designation and previously worked at Carlson Financial Management for 16 years before joining Trillium Investments in 2022. Trillium Investments offers discretionary investment management along with financial, retirement, estate, and tax planning services primarily for individual and high-net-worth clients. The firm employs a tax-aware, value-oriented investment process with a focus on risk controls, diversification, and defined time horizons.

William Lahl is a financial advisor at Vista Advisor Group, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Vista Advisor Group since 2020 and at Cetera Advisor Networks LLC since 2013. Outside of his advisory role, he serves as a speaker and instructor for the Retirement Planning Today program, which provides general retirement education. Vista Advisor Group offers investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, managing over $314 million in assets. The firm emphasizes a fiduciary, client-centered approach with personalized portfolio management and comprehensive planning services, supported by a high client-to-advisor ratio and a wrap fee program.

Joseph Desipio is a CFP®, CFA®, and ChFC® with 17 years of industry experience. He is the principal advisor at Wellington Capital Advisors, LLC, an independent firm he has led since 2019. He also serves as president of Vector Capital Management, Inc., where he provides capital markets advisory and financial modeling services, and teaches economics courses as an adjunct instructor at Delaware County Community College. Wellington Capital Advisors offers discretionary portfolio management and integrated financial and tax planning services to individuals, families, foundations, trusts, and businesses. The firm’s investment approach is based on fundamental analysis and long-term value orientation, utilizing a range of strategies including ETFs, equities, bonds, alternative investments, derivatives, and option overlays.