Samuel Wood Bednarz is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with North Berkeley Investment Partners, LLC since 2013. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning and investment management with an emphasis on long-term, total-return oriented portfolios using a mix of passive and active strategies, including ESG and carbon-screened options.

John Mullen is a financial advisor at RB Capital Management, LLC in Walnut Creek, CA, with 12 years of industry experience. He holds the Series 66 designation and also serves as an assistant at Crofton Capital Management, where he supports client meeting follow-ups and paperwork management. In addition, he operates as an insurance agent. RB Capital Management serves a range of individual and institutional clients, including high-net-worth individuals and retirement plans. The firm offers fee-based investment management focused on hedged strategies and managed fixed-income portfolios, combining equities, fixed income, and alternative investments with personalized portfolio construction and continuous monitoring.

Selma Hackett is a financial advisor at Capital Advantage, Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at J.P. Morgan Chase Bank and Kids Country. Capital Advantage, Inc. serves individual and high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary investment management and financial planning services. The firm uses a combination of fundamental and technical analysis and employs a team-based approach with multiple advanced professional credentials.

Zachary Wolf is a financial advisor at Boltwood Capital Management with 10 years of industry experience. He holds a Series 65 credential and has worked at Boltwood Capital Management since 2015. Boltwood Capital Management is an employee-owned, SEC-registered investment adviser serving individuals, families, estates, foundations, endowments, and other institutions. The firm offers discretionary and non-discretionary portfolio management and financial planning, emphasizing a long-term, cycle-aware investment approach guided by a written Investment Policy Statement.

Joyce Moe is a financial advisor at Castle Rock Wealth Management, LLC with 29 years of industry experience. She holds a Series 63 designation and has worked with firms including J.W. Cole Financial and Financial Advisers of America. In addition to her advisory role, Moe serves as a special education teacher and is a board member of the Senior Advocacy Network, a nonprofit organization assisting seniors with legal needs. Castle Rock Wealth Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities through portfolio management, financial planning, and retirement plan consulting. The firm manages client accounts using a range of securities and strategies, including options and borrowing, and serves over 2,000 clients across six offices.

Angela Hager is a CFP® and CFA® with 19 years of experience in financial advising. She has been with Destination Wealth Management since 2010 and previously worked at Vista Wealth Management, LLC and BPM Wealth Management, LLC. Destination Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary investment management and financial planning. The firm employs an asset-allocation driven investment process combining fundamental research with thematic long-term perspectives and offers alternative investment opportunities subject to committee oversight.

Brent Herrera is a CFP® with eight years of industry experience, affiliated with Mutual of Omaha Investor Services, Inc. He has worked with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2018 and previously spent a year at Fremont Bank. Outside of his advisory role, Herrera serves as a director for the Dublin Chamber of Commerce. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes third-party managers and platforms such as Envestnet and Pershing to deliver its investment solutions.

Albert Flores is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Sound Income Strategies since 2018 and Fortress Financial Group since 2014. Outside of his advisory roles, he is involved with Tier One Management Group, which focuses on the sale of fixed insurance products. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies combined with fundamental and technical analysis, providing both discretionary and non-discretionary portfolio management and specialized services such as family-office and special-needs planning.

Richard Von Hurst is a financial advisor at LifeMark Securities Corp. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LifeMark since 2018, following prior roles at Foresters Equity Services, Inc. and as an independent insurance agent. LifeMark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm emphasizes suitability-driven advice with risk assessments and manages accounts on both discretionary and non-discretionary bases, utilizing various managed account programs and platform tools.

Stephen Biggs is a CFP® and CFA® professional with 16 years of industry experience. He has worked at The Mather Group, LLC since 2022 and previously spent ten years at Hc Financial Advisors, Inc. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities with integrated financial planning, investment management, tax, and estate planning services. The firm uses an evidence-based investment approach, incorporating risk-based allocation models and tax-synchronized portfolio construction, along with customizable options such as direct indexing and ESG factor portfolios.

Shamitoj Sandhu is a financial advisor at Earned Wealth Advisors, LLC with no prior industry experience. He has worked as a senior tax accountant at Chahal & Associates LLC since 2014, dedicating a significant portion of his time to this role. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing a diversified, buy-and-hold investment approach supported by third-party consultants and an internal committee.

Michael Yoshikami is a CFP® with 29 years of industry experience, currently serving as an advisor at Destination Wealth Management since 2000. He holds a Series 63 designation and is based in Walnut Creek, CA. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process combining fundamental research with thematic, longer-term perspectives across various asset classes, and offers estate planning and tax services through strategic partnerships.

Brian Ambrose is a CFP® professional with 25 years of industry experience. He is affiliated with CreativeOne Securities, LLC and has held roles at Client One Securities, LLC and Ambrose Financial & Insurance Services LLC. He is also the owner of Ambrose Financial and Insurance Services, LLC, an insurance sales and fixed annuities firm. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management and offers a range of services including discretionary portfolio management and retirement-plan fiduciary services.

John Edelen is a financial advisor at BlueSpring Wealth Management, LLC with one year of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Bedell Frazier Investment Counselling, Inc. for 16 years. Outside of his advisory role, he is also an insurance broker with Symmetry Financial. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process supported by its proprietary Sojourn™ application and offers specialized services including option overlays and hedging strategies for concentrated positions.

David Pender is a financial advisor at Compound Planning, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments from 2017 to 2024 and Ent Los Gatos from 2016 to 2017. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services, offering both Direct Investment Management and a Turnkey Asset Management Program that includes access to in-house and third-party investment models. The firm operates as a fiduciary and uses risk-based model allocations combining long-term buy-and-hold strategies with tactical tools such as direct indexing, tax-loss harvesting, rebalancing, and short-term trading.

Carson Henderson is a financial advisor at Earned Wealth Advisors, LLC with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Earned Wealth Advisors, he worked at Thomas Doll CPA's, PC for over 16 years. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm employs a diversified, buy-and-hold investment approach supported by financial planning techniques and manages most client accounts on a discretionary basis.

Kirandeep Kaur is a financial advisor at Coppell Advisory Solutions LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones, Bank of America, Merrill, and several mortgage and real estate firms. In addition to her advisory role, Ms. Kaur is an insurance agent at Watts Insurance. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment approach using both fundamental and technical analysis and manages portfolios on a discretionary basis consistent with client objectives.

Ashley Duffey is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. She is currently with Concentric in Walnut Creek, CA, where she has worked since 2024. Prior to joining Concentric, she was with LAB Quantitative Strategies and Personal Capital Advisors Corporation. Concentric provides discretionary sub-advisory portfolio management and model portfolio construction primarily to other registered investment advisers and financial institutions, utilizing quantitative optimization and multi-factor risk models alongside qualitative oversight to customize investment solutions.

Sophia Feng is a Certified Financial Planner (CFP®) with 13 years of industry experience. She is currently an advisor at Destination Wealth Management, where she has worked since 2015, with a brief tenure at Creative Planning LLC from 2023 to 2024. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that combines fundamental research with longer-term thematic perspectives and offers a formal program for alternative and private investment offerings.

Barbara Matheson is a CERTIFIED FINANCIAL PLANNER™ with 26 years of industry experience. She has worked at Destination Wealth Management since 2019 and previously held positions at TD Ameritrade, Fidelity, and Wells Fargo Investments. Destination Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary investment management and financial planning. The firm employs an asset-allocation driven investment process that integrates fundamental research and thematic perspectives across various asset classes, and offers alternative investment opportunities with committee oversight.