Emmanuel Comes is a financial advisor with American Investors Company in San Ramon, California. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has been with American Investors Company since 2011. 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 both discretionary and non-discretionary asset management, hourly consultations, financial planning, and retirement plan services, operating with a combined broker-dealer and SEC-registered adviser structure.

Jared Wegrzyn is a financial advisor at Liberty Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Creative Planning, LLC and Heyman Investment Group. He is also involved with Lifetime Planning Marketing, Inc. as an insurance agent and serves as an associate financial planner/paraplanner at MFA Financial Planning. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, retirement plans, corporations, and other entities. The firm combines centrally developed models with adviser-developed strategies and uses both quantitative and fundamental analysis to construct diversified portfolios, while integrating third-party managers and coordinating with outside professionals.

Kayla Fernandez is a CFP® with five years of industry experience and is currently part of the team at California Financial Advisors. Her prior work includes roles at 1440 Multiversity, Presidio Bank, and academic positions at Santa Clara University and the University of Oregon. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with portfolio management, financial planning, and consulting. The firm manages over $2 billion in assets and employs an investment approach focused on asset allocation, mutual fund and ETF analysis, and third-party manager due diligence tailored to clients’ objectives and restrictions.

Nicholas Venezia is a financial advisor at California Financial Advisors with a Series 65 designation and three years of industry experience. His prior work includes roles at Colliers International and Page Mill Winery, as well as self-employment. California Financial Advisors serves individuals, charitable organizations, and businesses by providing investment supervisory services, financial planning, and consulting. The firm’s investment approach focuses on asset allocation, mutual fund and ETF analysis, and due diligence of third-party managers, managing approximately $2 billion in assets.

Wayne Freeman is a financial advisor with Dixon Financial Services in Lafayette, CA, holding a Series 63 designation and 34 years of industry experience. He has been with Dixon Financial Services since 1995 and also affiliated with Assante Capital Management since 2001. Dixon Financial Services provides investment advisory services to individuals, trustees, charitable organizations, business owners, and corporations. The firm focuses on strategic asset allocation using mutual funds and ETFs within a Modern Portfolio Theory framework and manages approximately $1.086 billion in assets across five advisors.

Ryan Dennehy is a financial advisor at California Financial Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at Maloon, Powers, Pitre & Higgins, LLC since 2017. Prior to his advisory career, he was affiliated with CalPoly State University for four years. 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 client assets and employs a team-based approach with specialized investment strategies tailored to clients’ objectives and tax considerations.

Jessica Schafer is a CFP®-certified financial advisor at J.P. King Advisors, Inc. with 16 years of industry experience. She has been with J.P. King Advisors since 2016 and also has a background with American Investors Company dating back to 2010. In addition to her advisory role, she is an independent insurance agent specializing in life and health insurance. 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, and various business entities. The firm’s investment approach focuses on risk management and strategic asset allocation using globally diversified portfolios, with ongoing oversight by an internal Investment Committee.

Keley Petersen is a financial advisor at Willow Grove Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Willow Grove Advisors since 2009. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for about 187 client relationships, primarily individual and high-net-worth investors. The firm combines technical and economic analysis with strategic asset allocation and trading strategies, offering customized portfolio management and private placement due diligence for suitable clients.

Andrew Kirchner is a financial advisor at Elevation Wealth Partners, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including ZRC Wealth Management, Assetmark Financial, Envestnet, and FDx Advisors. Elevation Wealth Partners serves individuals, families, high-net-worth clients, small businesses, pension and profit-sharing plans, trusts, and estates. The firm provides fee-only discretionary portfolio management and comprehensive financial planning, emphasizing asset allocation and long-term, academically informed investment strategies.

Walter Au is a financial advisor with Dixon Financial Services in Lafayette, CA, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Dixon Financial Services since 2000 and has also worked at Assante Capital Management Inc. since 2001. Dixon Financial Services serves individuals, trustees, charitable organizations, business owners, and corporations by providing individualized investment policy development, ongoing portfolio management, and coordination with other professional advisors. The firm emphasizes strategic asset allocation using mutual funds and ETFs within a Modern Portfolio Theory framework, manages over $1 billion in assets, and offers educational resources and performance reporting to support larger client relationships.

Brian Baylis is a financial advisor at Bell Investment Advisors Inc with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bell Investment Advisors since 2007. 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 customizes investment recommendations based on clients’ circumstances and conducts ongoing account monitoring while considering market and economic trends.

John Kenny is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Illumination Wealth Management, where he has worked since 2022. Prior to this, he held roles at Savvy Investments & Planning LLC and MML Investor Services. Illumination Wealth Management serves individuals, high-net-worth clients, trusts, corporations, and retirement plans by providing comprehensive Financial Life Management that integrates financial planning and ongoing investment management. The firm employs client-specific investment policy statements and a strategic asset allocation approach with tactical adjustments, monitoring portfolios regularly with a focus on long-term allocation.

Ariana Alisjahbana is a financial advisor at North Berkeley Wealth Management, LLC, holding CFP® and Series 65 credentials with four years of industry experience. Her prior roles include positions at BrightPlan and Rocket Lawyer, as well as experience in travel and at Alibaba Group. North Berkeley Wealth Management provides comprehensive financial planning and investment management services to a diverse client base, utilizing a customized asset allocation process that incorporates both passive and active strategies along with ESG options. The firm manages approximately $830 million in client assets and emphasizes maintaining client custody with reputable custodians such as Charles Schwab.

Jennifer Mitchell is a financial advisor at Castle Rock Wealth Management, LLC with 32 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at firms including First Allied Advisory Services and Round Hill Securities. Outside of her advisory role, she serves as an arbitrator for FINRA and is a youth soccer referee with the Mustang Soccer League. Castle Rock Wealth Management provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and business entities. The firm manages over $500 million across approximately 1,882 clients through a team of eight advisors, utilizing a combination of fundamental and technical analysis with active trading strategies.

Michael Dixon is a financial advisor with Dixon Financial Services, holding a Series 63 designation and 38 years of industry experience. He has worked at Assante Capital Management Inc. since 2001 and has been president and officer of Dixon Financial Services since 1990. Dixon Financial Services serves individuals, trustees, charitable organizations, business owners, and corporations by providing investment advisory services focused on individualized Investment Policy Statements and ongoing portfolio management using a strategic asset allocation approach. The firm manages over $1 billion in assets with a team of five advisors and emphasizes quarterly account reviews, financial simulations, and educational events for its clients.

Robert Bradford is a financial advisor at Affinity Capital Advisors LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Private Ocean and Morgan Stanley Private Bank. Bradford has been with Affinity Capital Advisors since 2018. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing over $850 million in assets across more than 500 client relationships. The firm provides comprehensive portfolio management and financial planning, utilizing a mix of fundamental, technical, and charting analysis with a variety of investment vehicles, including alternatives and options.

Cesar Dantes is a Series 63-licensed financial advisor with 29 years of industry experience. He has been with Prosperity Financial Group, Inc. in San Ramon, CA since 2010. 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 through a team of seven advisors, offering customized portfolios and oversight of third-party money managers.

Devin Hanson is a CFP® with 10 years of industry experience, currently serving at Elevation Wealth Partners, LLC since 2025. Prior to this, he worked at Wealth Enhancement Brokerage Services and Wealth Enhancement Advisory Services for three years, and Financial Advocates Investment Management for six years. He has held roles at LPL Financial, llc, and John Cordeiro during his career. Elevation Wealth Partners serves individuals, families, high-net-worth clients, small businesses, and various types of plans, offering fee-only discretionary portfolio management and comprehensive financial planning. The firm manages approximately $670 million in assets and focuses on long-term, academically informed investment strategies with integrated tax and accounting services.

David Hedger is a CFP® and ChFC® professional with 36 years of experience in the financial services industry. He is affiliated with Liberty Wealth Management, LLC and has also been involved with AE Financial Services, LLC and Granite Bay Asset Management Group. In addition to his advisory roles, he is a health insurance agent and works with a privately held insurance field marketing association offering insurance products and services. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm provides comprehensive financial planning and investment management services, utilizing both centrally developed and adviser-specific strategies, and integrates a range of asset classes including private market investments.

Heidi Crawford is a Series 65-licensed financial advisor with Bell Investment Advisors Inc, based in Orinda, CA. She has 12 years of industry experience and has been with Bell Investment Advisors since 2014. Bell Investment Advisors is an SEC-registered firm providing discretionary portfolio management and fee-based financial planning services to individual and high-net-worth clients. The firm customizes investment strategies based on clients’ financial situations and goals while conducting ongoing account monitoring and market research.