Anita Singh is a CFP® and holds a Series 66 license, currently serving as an advisor at Meridian Investment Counsel, Inc. in Lafayette, CA, with five years of industry experience. She has been with Meridian since 2022 and also has a long-standing role with Arbonne. Outside of her advisory work, she provides bookkeeping services for a workers' compensation law firm in Walnut Creek. Meridian Investment Counsel offers discretionary investment management and financial planning primarily to individuals, families, trusts, non-profit organizations, and retirement plans. The firm employs a tax-aware, conservative growth strategy with fundamental security analysis and in-house portfolio management.

David Gemmer is the founder of Gemmer Asset Management LLC in Walnut Creek, CA, where he has worked for over 40 years since 1992. He has an interest in Crew Wine Co., dedicating less than 5% of his time to this business. Gemmer Asset Management provides discretionary portfolio management to individuals, trusts, retirement plans, and small businesses, managing over $2.3 billion across approximately 1,270 clients. The firm emphasizes asset allocation and longer-term holdings using no-load mutual funds and ETFs, with a dedicated Social Strategy to limit fossil fuel exposure, and commonly works through unaffiliated sub-advisors who manage client relationships.

Lee Geiger is a financial advisor with Penserra Wealth Management in Orinda, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Screaming Eagle Trading, Inc. and MOBIUS DESIGN, INC. since 2008. Outside of finance, he is a self-employed novelist, dedicating about 10 hours per month to writing. Penserra Wealth Management is an SEC-registered adviser offering portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs a multi-disciplinary investment approach that includes fundamental, technical, cyclical, and economic analysis, serving clients primarily on a discretionary basis.

Michelle Higgins is a financial advisor at California Financial Advisors in San Ramon, CA, with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Wall Street Journal since 2019. Higgins is also a business owner involved in book sales, authoring several titles including *Stocks, Bonds & Soccer Moms* and *College Poor No More*, with proceeds from the latter donated to college scholarships. She is a member of the Investopedia Council as of 2024. California Financial Advisors is an SEC-registered firm managing over $2 billion in client assets and offering portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm employs a comprehensive investment approach that includes asset allocation and third-party manager due diligence, tailoring strategies to client objectives and tax considerations.

Nicholas Powers is a financial advisor at California Financial Advisors with a Series 65 credential. He has professional experience including roles at Interactive Brokers and the Federal Reserve Bank of Chicago. He has been with California Financial Advisors since 2026. California Financial Advisors is an SEC-registered firm managing over $2 billion in assets for individuals, charitable organizations, and businesses. The firm’s investment approach includes asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers, with strategies tailored to clients’ objectives and tax considerations.

John Hayman is a financial advisor at Capital Advantage, Inc. in Walnut Creek, CA, with 28 years of industry experience. He has been with Capital Advantage since 1998 and holds a Series 63 designation. Capital Advantage, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trustees, pension plans, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis with macroeconomic indicators to guide discretionary investment management and financial planning.

Tonya White is a financial advisor with CSP Financial Group LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has held roles at multiple firms and is involved in creating a financial education course focused on heart, soul, and spirituality. Tonya also participates in non-investment ventures including essential oil sales and leading wellness workshops. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory, asset allocation, and uses third-party managers while also managing held-away workplace accounts with tax-efficient strategies.

Seongsoo Lee is a financial advisor at New Insight Wealth Advisors with 24 years of industry experience. He holds the Series 66 designation and previously worked for Ameriprise Financial Services, Inc. for 17 years before joining New Insight Wealth Advisors in 2022. New Insight Wealth Advisors serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities by providing discretionary asset management, employer retirement-plan consulting, and financial planning. The firm uses a multi-disciplinary investment approach that includes fundamental, quantitative, technical, sector, and cyclical analysis, offering tailored portfolio advice with ongoing monitoring and periodic rebalancing.

John Cordano is a ChFC® credentialed financial advisor with 33 years of industry experience. He has worked at Maloon, Powers, Pitre & Higgins, LLC since 1998 and has been involved in sales and renewals of fixed annuities and life and disability insurance since 1992. He is part of California Financial Advisors, 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 client assets and employs an investment approach focused on asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers, tailoring strategies to client objectives and tax considerations.

Andrew Agosta is a CFP® with 17 years of industry experience, currently serving at Prosperity Financial Group, Inc. in San Ramon, CA. He has previously worked at First Trust Portfolios, L.P. for 11 years and holds the Series 66 designation. He is also vice president of Prosperity Financial Group. Prosperity Financial Group is a team of seven advisors managing approximately $503 million in discretionary assets for individuals, trusts, estates, and business entities. The firm offers customized asset management and financial planning services, with portfolios that may include a range of securities and employs third-party money managers as part of its investment approach.

Martin Troiani is a financial advisor with Prosperity Financial Group, Inc. in San Ramon, CA, holding a Series 66 designation and bringing 16 years of industry experience. His prior experience includes roles at Fortune Financial Services, Cetera Advisors LLC, First Allied Securities LLC, Wells Fargo Clearing, and Edward Jones. Outside of his advisory work, he is involved as a partner in a real estate rental business. Prosperity Financial Group serves individuals, high-net-worth clients, trusts, estates, and business entities by providing asset management, financial planning, and consulting services. The firm manages approximately $503 million in discretionary assets and offers tailored portfolios with regular reviews, utilizing both in-house strategies and third-party money managers.

David Wissinger is a financial advisor at Lewis Asset Management with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Lewis Asset Management, he worked at Mechanics Bank for 17 years. Lewis Asset Management is a registered investment adviser serving individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers discretionary portfolio management and standalone financial planning, focusing on long-term trading, diversification, and broad-market instruments such as ETFs and no-load mutual funds.

Catherine Wright is a financial advisor at Gemmer Asset Management LLC with two years of industry experience. She holds a Series 65 designation and has prior experience at The University of Alabama and in educational and athletic organizations. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets, serving individuals, trusts, retirement plans, corporations, nonprofits, and fiduciaries. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers discretionary portfolio management, and maintains a dedicated Social Strategy using ESG scores and quantitative fossil-fuel exposure measures.

Katie Raasch is a financial advisor at Malakoff Wealth with three years of industry experience. She holds a Series 66 designation and has prior work experience with LPL Financial, California Baptist University, and the City of Dublin. Outside of her advisory role, she has worked as a babysitter since 2017. Malakoff Wealth provides financial planning and consulting services to individuals, trusts, nonprofits, banks, business entities, and pension/profit-sharing plans. The firm produces written financial plans with periodic reviews and refers clients to LPL Financial for investment implementation and portfolio supervision.

Stephen Schliesser is a CFP® and Series 63 credentialed financial advisor with 40 years of industry experience. He has been with The Pacific Center For Financial Services since 1997 and previously worked at Cetera Wealth Services, LLC. In addition to his advisory role, Schliesser serves as treasurer and CFO for local homeowners associations and is involved in mortgage brokering and residential real estate referrals. The Pacific Center for Financial Services advises individuals, high-net-worth families, family trusts, and retirement accounts, offering financial planning, consulting, and investment management services. The firm manages over $1 billion in assets, employing a diversified, asset-allocation-based approach that includes mutual funds, stocks, ETFs, and bonds, with regular performance monitoring and client review.

Kenneth Wilkinson is a financial advisor with Harvest Investment Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Harvest Investment Services since 2012 and has operated his own advisory and insurance agencies since 1990. Outside of his advisory role, Wilkinson manages an estate and financial consulting business that assists with estate document preparation and fee-based financial planning. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions through discretionary portfolio management, financial planning, and pension consulting. The firm employs customized portfolios and model-based strategies, including active tactical approaches and a blend of fundamental, technical, and quantitative analyses.

Matthew Guida is a financial advisor at Burton Enright Welch in Walnut Creek, CA. He holds a Series 65 designation and has served in the United States Space Force and United States Air Force from 2018 to 2026. Guida joined Burton Enright Welch in 2026. Burton Enright Welch serves individuals, families, trusts, estates, pension and profit-sharing plans, and business entities with investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios through a documented four-step process and acts as a fiduciary, overseeing approximately $1.55 billion in assets across about 612 client relationships.

Corinna Rose is a financial advisor at Bell Investment Advisors Inc with one year of industry experience. She holds a Series 65 designation and previously worked at LPL Financial and Ellis Retirement Services. Outside of finance, she operated Corinna Rose Photography for six years. Bell Investment Advisors is an SEC-registered firm providing discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients. The firm customizes investment recommendations based on clients’ financial circumstances and goals, offering ongoing account monitoring and specialized planning services.

Kyle Dennehy is a financial advisor at California Financial Advisors with four years of industry experience. He holds a Series 65 designation and has prior experience at KPMG and the University of California, Santa Barbara. California Financial Advisors is an SEC-registered firm that manages over $2 billion in client assets, serving individuals, charitable organizations, and businesses. The firm’s investment approach focuses on asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers, implementing strategies tailored to clients’ objectives and tax considerations.

Andrew Skinner is a financial advisor with Treehouse Wealth Advisors in Walnut Creek, CA. He holds a Series 66 designation and has 26 years of industry experience, including prior roles at Merrill, San Francisco Sentry Investment Group, and Garrison Point Advisors. Outside of advisory work, he is also a licensed insurance agent specializing in fixed life, fixed annuities, disability, and long-term care products. Treehouse Wealth Advisors manages approximately $597 million for a diverse client base, including individuals, high-net-worth clients, pension and charitable entities, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial consulting, and wealth planning services, employing a combination of technical and fundamental analysis supported by AI, with human oversight.