Nancy Woodall is a CFA® and CIC credentialed financial advisor with 26 years of industry experience. She has been with Meridian Investment Counsel, Inc. since 2004. Meridian Investment Counsel provides discretionary investment management and financial planning to individuals, families, trusts, non-profit organizations, and retirement plans. The firm employs a tax-aware, conservative growth approach through fundamental security analysis, asset allocation, and long holding periods, managing portfolios on a fiduciary basis with in-house discretion.

David Phillips is a financial advisor at Valley Wealth Strategies, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and National Planning Corporation. Valley Wealth Strategies is an SEC-registered multi-advisor firm serving individuals, families, trusts, small businesses, charitable organizations, and retirement plans. The firm utilizes a primarily long-term investment approach, offering both discretionary and non-discretionary management with portfolios constructed from mutual funds, ETFs, equities, and fixed-income securities.

Claire Hollander is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 credential and four years of industry experience. Her prior work includes roles at the Regal Wine Company and the Office of the Oakland Mayor. She is also the host of The Clear Cut Podcast, an investment-related and lifestyle podcast. Liberty Wealth Management, LLC provides investment management, financial planning, 529 college-savings planning, ERISA retirement plan services, and access to third-party manager programs for individuals, trusts, estates, and institutional clients. The firm combines centrally developed models with adviser-representative strategies and offers access to private market investments and structured offerings, supported by a network of affiliated legal, tax, and alternative-asset management entities.

Joseph Wells is a CFP® and CFA® with 21 years of industry experience, currently serving as an advisor at Selby Wealth Management. He has worked with John W. Brooker & Co., CPAs, and operates a sole proprietorship focused on music writing and licensing for TV and film, for which he receives residual payments. Selby Wealth Management advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, managing approximately $545 million on a discretionary basis. The firm provides portfolio management along with financial planning and consulting services, emphasizing customized, long-term investment strategies aligned with clients’ goals and risk tolerance.

Laurent Harrison is a Series 65-licensed financial advisor with Bell Investment Advisors Inc in Orinda, CA, where he has worked since 2010 and has 15 years of industry experience. He serves as Chairman of the Board of Advisors for Software Next Door, Inc., providing business strategy and planning advice to the company’s senior management. Bell Investment Advisors is an SEC-registered firm offering discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients. The firm customizes investment recommendations based on client-specific factors and provides ongoing account monitoring while incorporating market and economic research.

Jorge Madrigal is a financial advisor at Penserra Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with multiple Penserra entities since 2008. Madrigal is the president of a registered investment adviser, Penserra Capital Management, where he has been employed since the firm's founding. Penserra Wealth Management is an SEC-registered investment adviser that provides portfolio management, financial planning, pension consulting, concierge administrative services, and sub-advisory solutions. The firm employs a multi-disciplinary investment approach that includes fundamental, technical, cyclical, and economic analysis and offers both discretionary portfolio management and non-discretionary pension consulting.

Samaya Patel is a financial advisor at Blume Capital Management, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Blume Capital Management, she worked at Citigroup and Cisco Systems, and she studied at the University of California, Berkeley. Blume Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable foundations, and private investment funds. The firm’s investment approach focuses on long-term, value-oriented equity exposure combined with diversified asset classes and includes the use of mutual funds, ETFs, individual securities, and alternative investments for qualified clients.

Peter Reidenbach is a financial advisor at Blume Capital Management, Inc. in Berkeley, CA, with 14 years of industry experience. He holds a Series 65 credential and has been with Blume Capital Management since 2011. Blume Capital Management provides discretionary investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charitable foundations, and private investment funds. The firm emphasizes long-term investing with a value-oriented equity allocation and broad diversification, utilizing mutual funds, ETFs, and alternative investments for qualified clients.

Mark Bertoli is a CFP® with 38 years of industry experience and is currently with Castle Rock Wealth Management, LLC in Walnut Creek, CA. He has worked at Private Client Services, First Allied Securities, and Cetera Advisor Networks. Outside of his advisory role, he mentors at a fintech start-up, Your Capital Inc. 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 for nearly 1,900 clients through a team of eight advisors and employs a combination of fundamental and technical analysis alongside active trading strategies.

Brendan Fraleigh is a financial advisor at Moment Private Wealth with a Series 65 designation and two years of industry experience. Prior to joining Moment Private Wealth in 2024, he worked at ICONIQ Capital and held various roles related to the University of Notre Dame. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering discretionary investment management and financial planning. The firm focuses on long-term, low-cost, diversified asset allocation grounded in Modern Portfolio Theory, with many client accounts managed on a discretionary basis.

Bryce Brown is a financial advisor at Penserra Wealth Management with 10 years of industry experience. He has held roles at Perigon Wealth Management and Burleson & Company, LLC, and serves as a commander in the California Army National Guard. Penserra Wealth Management offers portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs a multi-disciplinary investment approach that includes fundamental, technical, and economic analysis, providing primarily discretionary portfolio management and retirement plan consulting.

Scott Gemmer is a CFA® charterholder with 10 years of industry experience. He is affiliated with Gemmer Asset Management LLC, a firm he has been associated with since 1993. Gemmer Asset Management provides discretionary portfolio management for individuals, trusts, retirement plans, and small businesses, managing over $2.3 billion across approximately 1,270 clients. The firm emphasizes asset allocation and long-term holdings, primarily using no-load mutual funds and ETFs, and incorporates a Social Strategy that limits fossil fuel exposure. Gemmer operates as a 100% employee-owned firm and collaborates with Personal Financial Advisors and unaffiliated sub-advisors.

Cory Degraaf is a financial advisor at Dixon Financial Services with a Series 65 designation and two years of industry experience. He has worked at Dixon Financial Services since 2023 and has prior experience with Buckingham Strategic Partners/Loring Ward, Lyft, and Home Goods. Dixon Financial Services serves individuals, trustees, charitable organizations, business owners, and corporations by providing personalized investment advisory services focused on strategic asset allocation and ongoing portfolio management. The firm manages over $1 billion in assets with a team of five advisors and uses a disciplined approach involving Modern Portfolio Theory, Dimensional Fund Advisors funds, and financial simulation programs to support client planning and reporting.

Kim Berger is a financial advisor at North Berkeley Wealth Management, LLC with a Series 65 designation and three years of industry experience. Prior to joining the firm, Kim worked for ten years at Grifols Diagnostics. Outside of financial advising, Kim serves as Secretary for pHionics, Inc., a company that manufactures and sells water equipment. North Berkeley Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $710.6 million in assets, offering comprehensive financial planning and investment management with a focus on long-term, total-return portfolios that blend passive and active strategies and include options for ESG and carbon-screened investments.

Nickolas Bowers is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA. He holds a Series 65 designation and has been in the industry since 2024. Prior to joining Liberty Wealth Management, he worked at New York Life Insurance Company and Sierra Central Credit Union, among other roles. Liberty Wealth Management 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 manager programs. The firm offers a combination of centrally developed and advisor-created strategies, including access to private market investments and affiliated alternative-asset management.

Charles Blankley is a CFA® charterholder with nine years of industry experience. He is affiliated with Gemmer Asset Management LLC, where he has been since 2000. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets for individuals, trusts, retirement plans, corporations, and nonprofits. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers branded portfolio strategies and consulting services, and maintains a dedicated Social Strategy incorporating ESG and fossil-fuel exposure metrics.

Brian Kozel is a CFP® professional with 11 years of industry experience. He has been with North Berkeley Investment Partners, now part of North Berkeley Wealth Management, LLC, since 2011. North Berkeley Wealth Management provides comprehensive financial planning and investment management services to a diverse client base including individuals, families, business owners, and charitable organizations. The firm focuses on customized asset allocation and documented investment policies, utilizing a combination of passive and active strategies with options for ESG screening.

John Kerns is a portfolio manager at Meridian Investment Counsel, Inc. with 28 years of industry experience. He has been with Meridian since 2005 and has operated a separate CPA and business-consulting practice since 1981, providing accounting services as a sole proprietor. Meridian Investment Counsel offers discretionary investment management and financial planning to individuals, families, trusts, non-profit organizations, and retirement plans. The firm employs a tax-aware, conservative growth strategy based on fundamental security analysis, asset allocation, and typically long holding periods, managing portfolios on a fiduciary basis with in-house discretion.

Cole Matsuura is a financial advisor at Echo45 Advisors LLC with one year of industry experience. He holds a Series 65 credential and has worked in the financial services field since 2020, including prior roles at Four Seasons and various hospitality businesses. Echo45 Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities with wealth management, retirement plan consulting, and financial planning. The firm uses a diverse investment approach incorporating fundamental, quantitative, and technical analysis, and offers strategies such as custom indexing, alternative investments, and digital assets.

Barry Mendelson is a CFP® with 15 years of industry experience and holds a Series 63 designation. He has worked at Zrc Wealth Management since 2014. Mendelson is currently part of Elevation Wealth Partners, LLC, a six-advisor team based in Walnut Creek, CA. Elevation Wealth Partners provides fee-only discretionary portfolio management and comprehensive financial planning to individuals, families, high-net-worth clients, small businesses, pension and profit-sharing plans, trusts, and estates. The firm emphasizes asset allocation and long-term, academically informed investment strategies while integrating tax and accounting services through in-house specialists.