Jonathan Becker is a financial advisor with California Financial Advisors in San Ramon, CA, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at Foothill Securities, Inc. from 2014 to 2016 and has been associated with Maloon, Powers, Pitre & Higgins DBA CFA since 2006. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with investment supervisory services, financial planning, and consulting. The firm focuses on asset allocation, mutual fund and ETF analysis, and third-party manager due diligence, managing approximately $2 billion in assets with a team of 11 advisors.

Michael Macdonald is a financial advisor with Financial Transparency, holding Series 63 and Series 65 credentials and over 43 years of industry experience. His career includes roles at United Planners' Financial Services and managing his own firm, Michael MacDonald Financial Management, Inc., where he has been active for more than two decades. He also serves as a personal representative and trustee for the Estate of Howard Franklin Haas, overseeing estate financial matters. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations through a network of independent advisory representatives. The firm employs a range of discretionary asset management and consulting services, using an investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis with both passive and active strategies.

Lucas Mc Nulty is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 credential. He has been associated with Liberty Wealth Management since 2022, with one year of prior employment outside the financial industry. Before joining Liberty, he worked at Tilden Golf Course and attended the University of California Los Angeles. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm combines centrally developed models with adviser-developed strategies, employing quantitative and fundamental analysis to construct diversified portfolios while offering a range of financial planning, investment management, and educational services.

Anthony Schliesser is a CFP® with The Pacific Center for Financial Services in Danville, CA. He has been with the firm since 2026 and previously worked at Aspiriant for four years. The Pacific Center for Financial Services provides financial planning, consulting, and investment management to individuals, including high-net-worth families, family trusts, and retirement accounts. The firm emphasizes asset allocation and long-term diversification using fundamental, technical, and cyclical analysis across a range of investment vehicles.

David Hollander is a financial advisor with Liberty Wealth Management, LLC, based in Oakland, CA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He is also an attorney and managing partner of Hollander & Hollander, PC, a law firm focusing on estate planning, litigation, elder law, and tax planning. Outside of his advisory and legal roles, he serves on the finance committee of the Julia Morgan School, a private nonprofit. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities with services including investment management, financial planning, and employee-benefit plan consulting. The firm employs a combination of proprietary and advisor-developed strategies, integrating third-party managers and alternative investments, and is notable for its broader corporate structure encompassing affiliated businesses such as legal services, tax preparation, real estate management, and private fund conduits.

Allan Moskowitz is a financial advisor with Mason & Associates, Inc. in Berkeley, CA, holding the CFP® and Series 63 credentials, and has 26 years of industry experience. He has been with Mason & Associates since 2025 and also works with Transformative Wealth Management LLC. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses by providing personalized financial planning, investment management, and limited-scope hourly planning and implementation services. The firm’s investment process is based on Modern Portfolio Theory and includes client-specific Life Plans and Investment Policy Statements, utilizing a broad range of mutual funds, ETFs, and third-party portfolio managers.

Thomas McCormick is a financial advisor at American Investors Company with over 50 years of industry experience. He holds a Series 63 designation and has worked at American Investors Company since 1989, also spending 11 years at Straube Associates, Inc. In addition to his advisory work, he operates a tax preparation and attorney business. American Investors Company provides investment advisory and financial planning services to individuals, plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and brokerage services, including asset management, financial planning, and 401(k) consulting, with a multi-revenue model that includes both fees and commissions.

Jennifer Dazols is a CFP® with four years of experience in the financial industry. She has worked at Equita Financial Network since 2023 and previously at Sincerus Advisory from 2021 to 2023. Prior to her financial advisory roles, she spent 13 years at eBay. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives and risk tolerance.

Candace Hamilton is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Her prior roles include positions at Foreside Fund Services, LLC and Champlain Investment Partners, LLC. Liberty Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and corporations. The firm employs diversified investment strategies combining quantitative and fundamental analysis, utilizes both in-house and third-party managers, and offers a range of services including financial planning, ERISA retirement plan services, and educational seminars.

Scott Bowhay is a financial advisor at Investor FAN with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors Financial Network and other firms. Bowhay is also the managing partner of Bowhay Investments LLC, where he provides investment advisory services to individuals and foundations. Investor FAN offers investment management, financial consulting, and retirement plan advisory services to a diverse client base, including high-net-worth individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a range of analytical approaches and investment strategies, managing over $427 million in discretionary assets as of December 31, 2024.

Benjamin Peters is a financial advisor with Burton Enright Welch in Walnut Creek, CA, holding a Series 65 designation and 12 years of industry experience. He has been with Burton Enright Welch since 2014. Outside of his advisory role, he is a co-founder of PICKMOTO, a mobile applications business. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $1.246 billion in assets for around 610 clients through a disciplined four-step investment process that combines active and passive strategies with ongoing monitoring and tailored portfolio management.

Peter Burton is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Burton Enright Welch since 2010. The firm is based in Walnut Creek, CA, and Burton provides financial planning services including life insurance analysis and referrals to estate planning attorneys. Burton Enright Welch serves individuals, families, trusts, estates, and business entities, managing approximately $1.246 billion in assets. The firm employs a disciplined four-step investment process combining active and passive strategies, offering tailored portfolio management and specialized planning services.

Brian Gemmer is a financial advisor at Gemmer Asset Management LLC in Walnut Creek, CA, holding Series 63 and Series 65 designations with four years of industry experience. He has been with Gemmer Asset Management since 2006. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets and serves individuals, trusts, estates, retirement plans, corporations, nonprofits, and independent fiduciaries. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers branded portfolio strategies, and manages a dedicated Social Strategy using ESG scores and fossil-fuel exposure metrics.

Ian Castille is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Capital Advantage, Inc. since 2012. Outside of his advisory role, he is also a commissioned California notary public. Capital Advantage, Inc. serves individual and high-net-worth clients, as well as trustees, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management and financial planning services. The firm develops client strategies through personal interviews to identify goals and risk tolerance, employing mutual funds, ETFs, individual equities, and fixed income, and utilizes a combination of fundamental and technical analysis.

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.

Kameron Jackson is a financial advisor at Liberty Wealth Management, LLC with three years of industry experience. He holds the Series 65 credential and previously worked at The Utility Reform Network. Outside of his advisory role, Jackson is an insurance agent with Lifetime Planning Marketing, Inc. and is involved in private investment acquisitions through SL8 Investments, LLC. Liberty Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed models and advisor-developed strategies to construct diversified portfolios, integrating third-party managers and offering a range of services including financial planning, ERISA retirement plans, and educational programs.

Claudina Campbell is a CFP® with 17 years of industry experience, currently serving as an advisor at Willow Grove Advisors, LLC. She previously worked at Coldstream Wealth Management and Paracle Advisors LLC. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for individual and high-net-worth clients. 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.

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.

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.