John Bargmann is a financial advisor at The Pacific Center For Financial Services with 31 years of industry experience. He holds a Series 63 designation and has been with his current firm since 1997, previously working at Cetera and Cetera Wealth Services. He serves as a board member for the Micki Rainey Scholarship Fund. The Pacific Center For Financial Services advises individuals, high-net-worth families, family trusts, and retirement accounts by 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 portfolio management using mutual funds, stocks, ETFs, and bonds.

Craig Frieders is a financial advisor with RB Capital Management, LLC in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with RB Capital Management and Crofton Capital Management since 2005 and is also involved in AmeriEstate Legal Plan Inc., assisting clients with estate planning. Outside of advisory work, he owns an independent insurance agency focused on term life and long-term care insurance. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm emphasizes asset allocation, diversification, and customized portfolios, integrating hedged strategies and managed fixed-income solutions while primarily managing assets in-house.

Forrest Bell is a Series 65-licensed financial advisor with Bell Investment Advisors Inc in Orinda, CA. He has 20 years of industry experience and has been with Bell Investment Advisors since 2005. Bell Investment Advisors is an SEC-registered firm serving individual and high-net-worth clients with discretionary portfolio management and fee-based financial planning. The firm customizes investment strategies based on clients’ personal and financial circumstances and conducts ongoing account monitoring while considering market and economic trends.

James Sutton is a financial advisor at Echo45 Advisors LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Morgan Stanley. Sutton is also a passive investor in property technology and land development ventures through Land Club LLC and Land Club Sutter Creek LLC. Echo45 Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive wealth management and financial planning. The firm employs a blended investment approach using stocks, bonds, ETFs, options, SMAs, and model portfolios, with strategies that include custom indexing, tax management, ESG filtering, alternative investments, and digital assets.

Eric Loofbourrow is a financial advisor with American Investors Company, holding a Series 66 designation and 11 years of industry experience. He has been with American Investors Company since 2015. Outside of finance, he has experience as a self-employed piano and organ player. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of services including asset management, financial planning, retirement plan consulting, and seminars, operating with a combined broker-dealer and SEC-registered adviser structure.

Chad Franck is a financial advisor with The Pacific Center For Financial Services in Danville, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Cetera Wealth Services, LLC for 13 years and has been with The Pacific Center For Financial Services since 2001. Outside of his advisory role, he is also a licensed mortgage broker involved in first and second mortgages, including FHA loans. The Pacific Center For Financial Services serves individuals, high-net-worth families, trusts, and retirement accounts, providing financial planning, consulting, and investment management. The firm manages over $1 billion in assets, employing diversified, asset-allocation-based portfolios through a Managed Account Program that integrates various analysis methods and offers regular performance reporting and financial reviews.

Joseph Mcdonough is a financial advisor at Lewis Asset Management with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His previous roles include positions at Mechanic's Bank, BlackRock, and Merrill Lynch Investment Managers. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans, offering discretionary portfolio management and standalone financial planning. The firm emphasizes long-term trading, diversification through broad-market instruments, and manages accounts typically on a discretionary basis with regular reviews and quarterly rebalancing.

Scott Horton is a Certified Financial Planner® with 24 years of industry experience. He has been with J.P. King Advisors, Inc. since 2008 and is a shareholder and vice president of the firm. Outside of his advisory role, he operates a sole proprietorship selling annuities and other insurance products. J.P. King Advisors, Inc. provides comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, as well as trusts, estates, pension plans, charitable organizations, and businesses. The firm emphasizes risk management and strategic asset allocation through globally diversified portfolios, primarily using no-load mutual funds and ETFs.

Sean O'Brien is a financial advisor at Echo45 Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and has worked previously 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, pension and profit-sharing plans, and business entities with comprehensive wealth and retirement plan management. The firm uses a blend of fundamental, quantitative, and technical analysis to construct individualized portfolios, incorporating strategies such as custom indexing, tax management, ESG filtering, alternative investments, and digital assets.

Brian Stormont is a Certified Financial Planner® at Insight Wealth Strategies, LLC with 26 years of industry experience. He has previously worked at Mutual Securities, Inc., Lincoln Financial Advisors, Valic Financial Advisors, and Ameriprise. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, and institutions. The firm employs proprietary portfolio models primarily using low-cost, diversified ETFs and individual stocks, supported by a multi-disciplinary investment process that includes fundamental, technical, quantitative, and sector analysis.

Dawnalizabeth Henke is a financial advisor at Capital Advantage, Inc. in Walnut Creek, CA, holding a Series 65 credential with 18 years of industry experience. She has been with Capital Advantage since 2006. Capital Advantage, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis along with macroeconomic indicators to inform investment decisions and monitors client accounts on an ongoing basis.

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 CFP® with 18 years of industry experience. She has been with Bluesky Wealth Advisors, LLC since 2013 and previously worked at Pleasanton Financial Advisors from 2008 to 2013. Bluesky Wealth Advisors provides financial planning and discretionary portfolio management to individuals, trusts, endowments, pension plans, and business entities. The firm manages over $1 billion in discretionary assets and employs a team of ten advisors who emphasize strategic asset allocation, broad diversification, and tax-efficient portfolio management.

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.

Jonathan Gonzalez is a financial advisor at J.P. King Advisors, Inc. in Walnut Creek, CA, holding a Series 65 designation with 16 years at the firm and 8 years of industry experience. J.P. King Advisors, Inc. is an employee-owned investment advisory firm managing approximately $889.7 million for around 450 family client relationships. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing risk management and strategic asset allocation through globally diversified portfolios overseen by an Investment Committee.

David Espineira is a CFP® with 11 years of experience in the financial services industry. He has worked at Burton Enright Welch since 2015 and previously held roles at Wells Fargo Clearing and TD Ameritrade. Burton Enright Welch serves individuals, families, trusts, estates, pension and profit-sharing plans, and business entities by providing investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios using a disciplined, four-step process and acts as a fiduciary for its clients.

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.

Peter Fogarty is a financial advisor at Orca Investment Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Orca in 2026, he worked at Paulson Investment Advisors LLC and has been associated with Paulson Investment Company since 2015. Orca Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to deliver tailored investment strategies ranging from conservative capital preservation to equity-centric growth.

Ryan Kosakura is a CFA® charterholder with 11 years of industry experience. He has been with ZRC Wealth Management since 2014. Kosakura is based in Walnut Creek, CA, and is part of a six-advisor team at Elevation Wealth Partners, LLC. Elevation Wealth Partners serves individuals, families, high-net-worth clients, small businesses, and institutional accounts by providing fee-only discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and long-term, academically informed investment strategies, supported by integrated tax and accounting services.

Elliot Kallen is a financial advisor with Prosperity Financial Group, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Prosperity Financial Group since 2000 and also has ongoing roles with Prosperity Wealth Management, Inc. and Fortune Financial Services. He serves as president of Prosperity Financial Group, where he is involved in retirement planning, benefits administration, and asset management. Prosperity Financial Group serves individuals, including high-net-worth clients, trusts, estates, and business entities, providing asset management, financial planning, and consulting services. The firm manages approximately $503 million in discretionary assets across a diverse range of investment options and employs a team-based approach with sub-advisory relationships and third-party manager oversight.