Sarah Smith is a financial advisor at Willow Grove Advisors, LLC in Berkeley, CA, holding a Series 65 designation with four years of industry experience. Before joining Willow Grove Advisors in 2022, she worked at Dark Garden Corsetry and Marin Theatre Company, and also has experience in nonprofit and academic environments. Willow Grove Advisors, LLC is a fee-only SEC-registered investment adviser serving primarily individual and high-net-worth clients. The firm employs a disciplined investment process combining strategic asset allocation with technical and economic analysis and offers private fund access alongside consolidated reporting and account reviews.

Jordan Johal is a Series 65 licensed advisor at Liberty Wealth Management, LLC with 12 years of industry experience, including a prior role at Bank of England. He co-owns Golden State Auto Group, LLC, an independent auto wholesaler, and is also an insurance agent with Lifetime Planning Marketing, Inc. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, retirement plan services, and access to third-party managers. The firm utilizes both centrally developed and advisor-specific strategies, with offerings that include private market investments and affiliated business services.

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.

Kenneth Henson II is a CFP® professional with 12 years of industry experience currently with Liberty Wealth Management, LLC. He has held positions at AE Financial Services, LPL Financial, and Moore Financial Advice, where he also serves as an associate. Outside of his advisory role, he is licensed as a California insurance producer, selling life-only and variable insurance products. Liberty Wealth Management, LLC is an SEC-registered advisory firm that serves individuals, trusts, estates, and institutional clients with investment management, financial planning, retirement plan services, and access to third-party manager programs. The firm utilizes a combination of centrally developed and advisor-specific strategies, offers private market investments, and maintains a network of affiliated businesses including legal, tax, and alternative-asset management entities.

Sean Kenmore is a CFP® with 17 years of industry experience and has been with Affinity Capital Advisors LLC since 2013. He holds the Series 66 designation and works out of Berkeley, CA. Outside of his advisory role, Kenmore is involved in real estate as a licensed broker and managing partner in multiple real estate and development ventures. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $851 million in assets across 531 client relationships. The firm combines fundamental, technical, and charting analysis to construct and monitor diversified portfolios, utilizing a variety of investment vehicles including options and alternative assets, and provides comprehensive financial planning, consulting, and specialized tax and retirement services.

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.

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.

Matthew Gatt is a CFP® at North Berkeley Wealth Management, LLC in Berkeley, CA, with 10 years of industry experience. He has been with North Berkeley Investment Partners, LLC since 2016. North Berkeley Wealth Management provides comprehensive financial planning and investment management services to individuals, families, business owners, retirees, and various entities. The firm emphasizes customized asset allocation with a mix of passive and active strategies, offering specialized ESG options and serving approximately 400 clients with $829.7 million in assets under management.

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.

Gerwin De Haan is a financial advisor at Burton Enright Welch with one year of industry experience. He holds a Series 65 designation and has worked previously at APS Management Group, Inc. and Cal Poly Pomona. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts and estates, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $1.246 billion in assets and employs a disciplined investment approach combining active and passive strategies with ongoing monitoring and tailored portfolio management.

Philip Rontell is a financial advisor at Liberty Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Lifetime Planning and Marketing, Inc., Keller Williams Realty East Bay, and American Income Life. Outside of advising, he is a referral-only licensed real estate agent with The Agency of Alamo, CA. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, ERISA retirement plan services, and access to third-party manager programs. The firm combines centralized models with advisor-developed strategies and offers access to private market investments alongside affiliated legal, tax, and real estate entities.

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® professional with 26 years of industry experience. He is currently with Lodestar Private Asset Management LLC, where he has worked since 2016, and previously spent 10 years at LPL Financial. Jurado holds Series 63 and Series 65 licenses. Lodestar Private Asset Management serves individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans with personalized financial planning and investment management. The firm employs a tactical asset allocation strategy combining passive and active investments, generally maintaining long-term holdings with attention to tax implications in taxable accounts.

Ian Burkhard is a financial advisor at Capital Advantage, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Capital Advantage since 2021. Prior to that, he was employed at KPMG LLC from 2018 to 2021. 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 guide investment decisions and offers discretionary management across a range of asset classes.

Annie Klopstock is a financial advisor at Burton Enright Welch with four years of industry experience. She holds a Series 65 designation and previously worked at Tandem Investment Advisors and UCSF Medicine. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and various business entities. The firm employs a disciplined investment process combining active and passive strategies, serving approximately 610 clients with a team of 11 advisors.

Nily Levy is a financial advisor at Paragon Capital Management LLC with 40 years of industry experience. She has held roles at Charles Schwab and Charles Schwab Bank, totaling 25 years before retiring briefly and joining Paragon Capital Management in 2020. Levy holds the Series 63 and Series 66 designations. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, offering discretionary portfolio management combined with financial planning, retirement strategy, asset allocation, and estate-planning support. The firm’s investment approach emphasizes fundamental analysis across a diverse mix of securities and typically pursues longer-term holdings with adaptive rebalancing based on client needs and market conditions.

Robert Enright is a CFP® professional with 26 years of experience in financial advising. He has been with Burton Enright Welch since 2010. Outside of his advisory role, he serves as a board member for Saint Ignatius College Prep in San Francisco. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and various business entities. The firm manages approximately $1.246 billion in assets and employs a disciplined four-step investment process combining active and passive strategies tailored to client objectives.

Jason Mccoy is a CFA® charterholder with 14 years of industry experience. He is currently a financial advisor at Lodestar Private Asset Management LLC and previously held roles at EP Wealth Advisors, First Republic Securities Company, Cetera Advisor Networks, and other firms. Lodestar provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans. The firm employs a tactical asset allocation approach using a combination of passive and active investments, with attention to tax consequences and low portfolio turnover.

Lev Mandel is a financial advisor with First Affirmative Financial Network LLC and holds a Series 66 designation. He has nine years of industry experience, including prior roles at Cambridge Investment Research Advisors and Cambridge Investment Research. Mandel is also active as an author, educator, and podcast speaker. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and institutions through a nationwide network of advisors. The firm focuses on values-aligned and faith-based investing, integrating ESG factors and proprietary scores into portfolio construction, and offers a range of discretionary fiduciary investment management and financial planning services.

Jonathan Manzo Cardenas is a financial advisor with Affinity Capital Advisors LLC in Berkeley, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Affinity since 2018 and previously worked at Pacific Private Wealth Management, LLC from 2012 to 2018. Outside of advisory work, he is involved in managing real estate investment companies. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities with comprehensive portfolio management and financial planning. The firm combines fundamental, technical, and charting analysis to construct portfolios and offers a broader range of services including alternatives investing and direct real estate investment opportunities.