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 Cetera Wealth Services, LLC for 13 years and at The Pacific Center For Financial Services for over 25 years. Outside of his advisory work, he is also a licensed mortgage broker specializing in first and second mortgages, including FHA loans. The Pacific Center For Financial Services provides financial planning, consulting, and investment management to individuals, including high-net-worth families and family trusts. The firm emphasizes asset allocation and long-term diversification with a range of investment vehicles and actively monitors portfolios with regular reviews.

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 CFP® with 25 years of industry experience. He has worked at Insight Wealth Strategies, LLC since 2018, and previously held roles at Mutual Securities, Inc. and Lincoln Financial Advisors. He is based in San Ramon, CA. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term, model-driven investment process using low-cost ETFs, individual stocks, and alternative holdings, with a focus on documented model strategies and educational programs.

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.

Joshua Gatti is a financial advisor at Morling Financial Advisors, LLC with a Series 65 designation. He joined Morling Financial Advisors in 2025 and has prior experience in lending and credit union roles, including positions at JVM Lending, Lending Club, and Patelco Credit Union. He also worked at Santa Clara University from 2022 to 2024. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm provides discretionary investment management, financial planning, and pension consulting, typically implementing portfolios using index-based strategies, mutual funds, ETFs, listed equities, fixed income, and alternative investments.

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.

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.

Adam Mc Nulty is a CFP® with 38 years of industry experience and is currently affiliated with Liberty Wealth Management, LLC. He has worked at Liberty Wealth Management since 2018 and previously at AE Financial Services, LLC. Outside of advisory work, he is the founder and president of East Bay Flag Football, a nonprofit flag football club for children. Liberty Wealth Management, LLC is an SEC-registered advisory firm that serves individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed models and advisor-developed strategies, using quantitative and fundamental analysis to construct diversified portfolios that may include mutual funds, ETFs, fixed income, real estate, and private market investments, while also integrating third-party managers and offering client education programs.

Sarah Smith is a financial advisor at Willow Grove Advisors, LLC in Berkeley, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Willow Grove Advisors in 2022, she worked at Marin Theatre Company and the University of Puget Sound. Outside of finance, she has experience in theatrical arts and corsetry. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for individual and high-net-worth clients. The firm combines technical and economic analysis with strategic asset allocation, offering customized portfolio management and integrating both private and public holdings for suitable investors.

Jordan Johal is a financial advisor with Liberty Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at the Bank of England and has been a co-owner of Golden State Auto Group, a non-investment-related auto wholesaler, since 2014. Johal also serves as an insurance agent for Lifetime Planning Marketing, Inc., a field marketing association offering insurance products. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and corporations. The firm employs a combination of centralized models and adviser-developed strategies, incorporating quantitative and fundamental analysis to build diversified portfolios, and offers a range of services including financial planning, investment management, and educational seminars.

Kenneth Henson II is a CFP® professional with 12 years of experience in the financial industry. He is currently an advisor at Liberty Wealth Management, LLC and has held prior roles at firms including AE Financial Services, LPL Financial, and The Vanguard Group. Outside of his advisory role, he is an associate at Moore Financial Advice, a financial services firm, and holds a California insurance producer license. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and corporations. The firm combines centrally developed and advisor-developed investment strategies, employs quantitative and fundamental analysis, and integrates third-party managers to construct diversified portfolios.

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.

Tiffany Blaho is a financial advisor at Bell Investment Advisors Inc with 10 years of industry experience. She holds a Series 65 designation and has worked at Bell Investment Advisors since 2019, following four years at Burleson & Company, LLC. 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 offers customized investment recommendations based on clients’ personal and financial circumstances and conducts ongoing account monitoring while considering market and economic trends.

Wing Yin Kong is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with Willow Grove Advisors, LLC, where she has worked since 2021. Prior to that, she was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America from 2015 to 2020. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for around 187 client relationships, primarily individual and high-net-worth investors. The firm offers customized portfolio management using a combination of technical and economic analysis, strategic asset allocation, and both long- and short-term trading strategies, and it integrates private and public holdings for suitable clients.

Philip Rontell is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Keller Williams Realty East Bay and American Income Life. He also serves as a referral-only licensed real estate agent with The Agency of Alamo, CA. Liberty Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a mix of centrally developed and advisor-specific investment strategies, integrating third-party managers and offering a range of services including investment management, financial planning, and educational workshops.

Jeffrey Petersen is a financial advisor with Willow Grove Advisors, LLC in Berkeley, CA, holding Series 65 and Series 66 licenses and possessing 17 years of industry experience. He has been with Willow Grove Advisors since 2010. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for around 187 client relationships, primarily individual and high-net-worth investors. The firm offers customized portfolio management using a combination of technical and economic analysis, strategic asset allocation, and both long- and short-term trading strategies, and it provides detailed reporting and private placement due diligence for suitable clients.

Anthony Jurado is a CFP® with 25 years of industry experience. He has been with Lodestar Private Asset Management LLC since 2016 and previously worked at Malakoff Wealth and Linsco/Private Ledger Corp. from 2000 to 2016. Lodestar provides personalized financial planning and investment management services to individuals, trusts, charitable organizations, small businesses, and certain pension and profit-sharing plans. The firm uses a tactical asset allocation approach combining passive and active investments with attention to tax consequences, serving approximately 549 clients and managing $1.34 billion in assets across five advisors.

Nicholas Cochran is a financial advisor with American Investors Company, holding a Series 63 designation and 45 years of industry experience. He has been with American Investors Company since 1992 and has also provided expert witness services in arbitration matters since 2006. American Investors Company offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, combining broker-dealer capabilities with SEC-registered advisory services.

Madeline Williams is a CFP® and holds a Series 65 license with seven years of industry experience. She has been with Maloon, Powers, Pitre & Higgins, LLC since 2017. Williams is based in San Ramon, CA, and is part of the California Financial Advisors team. California Financial Advisors is an SEC-registered firm managing over $2 billion in client assets. The firm provides portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses, applying a comprehensive investment approach that includes asset allocation, mutual fund and ETF analysis, and third-party manager due diligence tailored to client objectives.