Michael Sall is a Series 65-licensed financial advisor with three years of industry experience. He has worked at Warbler Advisory, Inc. since 2023 and has been involved with Warbler Labs Inc. since 2020. His prior experience includes roles at Coinbase, Inc. and several other companies. Heron Finance offers internet-based investment advisory services to U.S. accredited investors and registered investment advisors through a single online platform. The firm uses an algorithmic approach to construct personalized private market portfolios, allocating across various strategies and asset classes such as private credit, private equity, infrastructure, and real estate.

Beau Fisher is a CFP® professional with 20 years of experience, affiliated with LPL Financial and operating Fisher & Wiens Wealth Management since 2005. His career includes roles at both LPL Financial and his independent advisory firm, Fisher & Wiens Wealth Management. Outside of his advisory work, he is the owner of Bay Valley Suns Sports Club, a semi-professional soccer team based in Danville, CA. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities such as insurance and credit services.

David Eisenhauer is a CFP® professional with 16 years of industry experience. He is currently with Greykasell Wealth Strategies, Inc., where he has worked since 2024. Prior to this, he spent over a decade at Northwestern Mutual in various roles. Eisenhauer is vice president of the board for the nonprofit School of Imagination and has partial ownership in Succession Planning, LLC, which offers a web-based succession cash flow analysis tool. Greykasell Wealth Strategies serves high-net-worth individuals, retirement plans, trusts, and businesses, focusing on clients with significant investable assets. The firm employs a disciplined, long-term investment approach using globally diversified portfolios constructed from ETFs, mutual funds, debt, alternative investments, and selected managers, providing both discretionary and non-discretionary advisory services.

William Schaff is a CFP® and CFA® with 22 years of industry experience. He has been with Phocas Financial Corporation since 2005 and previously worked at Anira Advisory Group, LLC and Bay Isle Financial LLC. Phocas Financial Corporation is an SEC-registered investment adviser that manages pooled and institutional accounts, as well as a limited number of separate accounts for individuals and other advisers. The firm specializes in U.S. small-cap value, REIT, and equity-income strategies, employing fundamental research and quantitative ranking methods to manage portfolios on a discretionary basis.

Rajesh Bijlani is a financial advisor at BRsquared L.L.C. with five years of industry experience. He holds a Series 65 designation and previously worked at Trinet Inc and Devero Inc/Netsmart. Outside of his advisory role, he is a Notary Public and an Enrolled Agent providing tax preparation services to individuals and companies. BRsquared L.L.C. offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, using a range of analytical methods and both long- and short-term investment strategies tailored to client goals, tax considerations, and risk tolerance.

Maxwell Balbin is a financial advisor at Pacific Excel Wealth Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Investment Management Inc. and RBC Capital Markets, LLC. Prior to his financial career, he spent several years in engineering roles at Langan Engineering and Environmental Services and AECOM. Pacific Excel Wealth Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, small businesses, trusts, estates, pooled vehicles, and charitable organizations. The firm uses a combination of fundamental and technical analysis with diversified investment vehicles and offers services across three tiers, ranging from basic reporting to advanced planning and private equity evaluations.

Arek Puzia is a CFP® with 13 years of industry experience, currently serving at Pathwise. He has held roles at Pathwise Wealth Partners and ACCLARO Wealth Management. In addition to his advisory work, Mr. Puzia is a professor at Diablo Valley College, where he teaches Financial and Managerial Accounting. PathWise provides discretionary investment management, financial planning, and retirement plan advisory to individual and high-net-worth clients as well as pension plans. The firm’s investment approach is long-term and allocation-driven, integrating comprehensive due diligence and tax coordination, with an investment team that includes licensed CPA/CFPs engaged in academic instruction.

Alisha Bhardwaj is a financial advisor at Trillium Investments with 18 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 16 years before joining Trillium Investments in 2019. Trillium Investments provides discretionary portfolio management and comprehensive financial planning services primarily to individual and high-net-worth clients. The firm’s investment approach integrates macroeconomic analysis with value-oriented security selection, tax efficiency, and strict risk management.

Nicholas Laughton is a financial advisor at Diversified Capital Group with four years of industry experience. He holds a Series 65 designation and has worked at Diversified Capital since 2022. Prior to that, he has been affiliated with Mi-GSO PCUBED since 2017. Diversified Capital Group provides discretionary asset and portfolio management services primarily to individual and high-net-worth clients. The firm employs a range of analysis methods and strategies, focusing on individualized portfolios with continuous monitoring and periodic rebalancing.

Alvin Yam is a CFP® with 17 years of industry experience and is a managing member of Paraiba Wealth Management LLC. He worked at Stonemark Wealth Management for nine years before joining Paraiba Wealth Management in 2022. Paraiba Wealth Management LLC is a California-registered investment adviser serving primarily high-net-worth individuals. The firm manages customized model portfolios using a combination of fundamental, technical, and cyclical analysis, and offers financial planning and retirement-rollover advice while acting as a fiduciary.

James Frazin is a CFP® professional with 22 years of experience in financial planning. He has been with Communitas Financial Planning PBC since 2011. Communitas Financial Planning PBC provides retirement plan consulting, plan-sponsor services, and investment advisory support focused on pooled and institutional arrangements. The firm emphasizes socially responsible investing by integrating third-party SRI managers and offers educational workshops alongside hands-on pension consulting.

Thinh Nguyen is a CFP® professional affiliated with Fog City Advisors, LLC, with three years of industry experience. Prior to joining Fog City Advisors, he held positions at CSU East Bay and Laney College. Fog City Advisors is a fee-only firm that offers holistic financial planning and investment management to individuals, families, trusts, non-profits, and business entities. The firm follows a long-term, strategic asset allocation approach using diversified, low-cost mutual funds and ETFs, with selective use of fixed-income securities and specialized funds.

Timothy Corriero is a CFP® with 10 years of industry experience, currently serving at Gemmer Asset Management LLC since 2017. He was previously with Geometric Wealth Advisors, LLC for one year and has been involved with Healey Timber since 2003. Outside of financial advising, he is the Managing Director of FIA Timber Partners, LLC, which manages investment funds for institutional and high net worth investors. Gemmer Asset Management provides discretionary portfolio management primarily for individuals, trusts, retirement plans, and small businesses, focusing on separately managed accounts. The firm emphasizes asset allocation and longer-term holdings, using predominantly no-load mutual funds and ETFs, and includes a Social Strategy to limit fossil fuel exposure.

Viviana Mattos is a financial advisor at Penserra Wealth Management with eight years of industry experience. She holds a Series 65 designation and has worked at Perigon Wealth Management, Burleson & Company, and Triage Consulting Group. Penserra Wealth Management, LLC is an SEC-registered investment adviser offering portfolio management, financial planning, pension consulting, concierge administrative services, and sub-advisory solutions. The firm employs a multi-disciplinary investment approach that incorporates fundamental, technical, cyclical, and economic analysis, managing approximately $357.2 million in discretionary client assets.

Melissa Kielberg is a financial advisor at Delta Investment Management, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Delta since 2019, following five years at Prosperity Financial Group, Inc. Outside of her advisory role, she is registered as an insurance agent. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, also serving as a subadvisor to other firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning into its asset management services.

Jonathan Becker is a Series 66 credentialed advisor based in San Ramon, CA, with 21 years of industry experience. He has worked at California Financial Advisors since 2006 and was previously employed at Ameriprise. 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 assets and employs a strategy focused on asset allocation, mutual fund and ETF analysis, and third-party manager due diligence, tailoring investment approaches to client objectives and tax considerations.

Dawn Hale is a financial advisor with BCN Financial, Inc. in Alameda, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Her career includes roles at LPL Financial, Crown Capital Securities, and Quest Securities. BCN Financial provides retirement plan advisory and financial planning services primarily to participants in employer-sponsored retirement plans and members of public safety associations. The firm’s investment approach focuses on mutual funds and ETFs with a mix of fundamental, technical, and sentiment analysis combined with market timing, serving a client base distinct from typical high-net-worth individuals.

Michael Macdonald is a financial advisor with Financial Transparency, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has held various roles including trustee, personal representative, and managing his own financial management firm. Macdonald also serves as trustee of a self-directed profit-sharing plan and is an insurance agent. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and organizations through a network of independent advisory representatives. The firm employs asset allocation strategies based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering discretionary asset management, financial consultations, and pension consulting across multiple customized investment programs.

Lucas Mc Nulty is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 credential with one year of industry experience. His work history includes multiple periods at Liberty Wealth Management as well as roles at Tilden Golf Course and various positions during his time at the University of California Los Angeles. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, and retirement plan services. The firm utilizes a combination of centrally developed models and adviser-developed strategies, offering access to private market investments and affiliated private funds.

Anthony Schliesser is a CFP® affiliated with The Pacific Center for Financial Services in Danville, CA. He has experience with several firms, including Aspiriant and Axa Advisors, and has been with The Pacific Center for Financial Services since 2026. The Pacific Center for Financial Services advises individuals, high-net-worth families, family trusts, and retirement accounts, providing financial planning, consulting, and investment management services. The firm manages over $1 billion in assets and operates a Managed Account Program focused on diversified, asset-allocation-based portfolios using mutual funds, stocks, ETFs, and bonds.