Brian Ambrose is a CFP® professional with 25 years of industry experience. He is affiliated with CreativeOne Securities, LLC and has held roles at Client One Securities, LLC and Ambrose Financial & Insurance Services LLC. He is also the owner of Ambrose Financial and Insurance Services, LLC, an insurance sales and fixed annuities firm. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management and offers a range of services including discretionary portfolio management and retirement-plan fiduciary services.

John Edelen is a financial advisor at BlueSpring Wealth Management, LLC with one year of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Bedell Frazier Investment Counselling, Inc. for 16 years. Outside of his advisory role, he is also an insurance broker with Symmetry Financial. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process supported by its proprietary Sojourn™ application and offers specialized services including option overlays and hedging strategies for concentrated positions.

David Pender is a financial advisor at Compound Planning, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments from 2017 to 2024 and Ent Los Gatos from 2016 to 2017. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services, offering both Direct Investment Management and a Turnkey Asset Management Program that includes access to in-house and third-party investment models. The firm operates as a fiduciary and uses risk-based model allocations combining long-term buy-and-hold strategies with tactical tools such as direct indexing, tax-loss harvesting, rebalancing, and short-term trading.

Carson Henderson is a financial advisor at Earned Wealth Advisors, LLC with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Earned Wealth Advisors, he worked at Thomas Doll CPA's, PC for over 16 years. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm employs a diversified, buy-and-hold investment approach supported by financial planning techniques and manages most client accounts on a discretionary basis.

Kirandeep Kaur is a financial advisor at Coppell Advisory Solutions LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones, Bank of America, Merrill, and several mortgage and real estate firms. In addition to her advisory role, Ms. Kaur is an insurance agent at Watts Insurance. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment approach using both fundamental and technical analysis and manages portfolios on a discretionary basis consistent with client objectives.

Ashley Duffey is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. She is currently with Concentric in Walnut Creek, CA, where she has worked since 2024. Prior to joining Concentric, she was with LAB Quantitative Strategies and Personal Capital Advisors Corporation. Concentric provides discretionary sub-advisory portfolio management and model portfolio construction primarily to other registered investment advisers and financial institutions, utilizing quantitative optimization and multi-factor risk models alongside qualitative oversight to customize investment solutions.

Sophia Feng is a Certified Financial Planner (CFP®) with 13 years of industry experience. She is currently an advisor at Destination Wealth Management, where she has worked since 2015, with a brief tenure at Creative Planning LLC from 2023 to 2024. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that combines fundamental research with longer-term thematic perspectives and offers a formal program for alternative and private investment offerings.

Barbara Matheson is a CERTIFIED FINANCIAL PLANNER™ with 26 years of industry experience. She has worked at Destination Wealth Management since 2019 and previously held positions at TD Ameritrade, Fidelity, and Wells Fargo Investments. Destination Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary investment management and financial planning. The firm employs an asset-allocation driven investment process that integrates fundamental research and thematic perspectives across various asset classes, and offers alternative investment opportunities with committee oversight.

Blair Stientjes is a financial advisor with Accelerate Retirement in Walnut Creek, CA, holding Series 63 and 65 licenses with 19 years of industry experience. He has worked with Accelerate Investment Advisors since 2023 and previously spent seven years at Kestra Advisory Services and KESTRA Investment Services. He serves as a board member of the Walnut Creek Chamber of Commerce, supporting local business activities. Accelerate Investment Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and employer-sponsored plans. The firm employs a primarily long-term, customized portfolio approach and offers comprehensive services including plan design, provider selection, and ongoing investment monitoring.

Elena Gorskaya is a CFA® charterholder with six years of industry experience. She is currently an advisor at Concentric, where she has worked since 2022. Her prior experience includes roles at Advisor Partners, LLC and Echelon Asset Management. Concentric provides discretionary sub‑advisory portfolio management and model portfolio construction primarily to other registered investment advisers and financial institutions, utilizing quantitative optimization and multi‑factor risk models alongside qualitative oversight. The firm’s services emphasize specialized strategies and technological integration, including AI and tax‑aware approaches, with a business model centered on sub‑advisory relationships rather than direct retail clients.

Gary Watts is a CFP® professional with 16 years of industry experience, currently serving at Coppell Advisory Solutions LLC. His career includes roles at Wealth Enhancement Group, LPL Financial, JP Morgan Chase Bank, and Anderson CPAs. He also operates Watts Advisor Tax Planning, providing tax planning and insurance products. Coppell Advisory Solutions LLC (Fusion Investment Advisors) offers discretionary portfolio management and financial planning to a diverse client base, including high net worth individuals, pension plans, trusts, and charitable organizations. The firm uses an open-architecture platform with tailored investment strategies across a broad range of asset classes.

Huilian Zhang is a financial advisor at Symphony Financial, Ltd. Co. with one year of industry experience. Prior to joining Symphony Financial, Zhang worked for ten years at Juniper Networks and has also been involved with MKI Marketing. Symphony Financial provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach that incorporates fundamental and technical analysis and offers tailored portfolios with continuous monitoring.

Nitu Kumar is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. He also serves as a senior tax preparer at Chahal & Associates LLC, an accounting firm where he has worked since 2015. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, employing a diversified, buy-and-hold investment approach informed by third-party consultants and an internal committee.

Quinton Mcdermott is a CFP®, ChFC®, and Series 65 registered advisor with eight years of industry experience. He currently works at Destination Wealth Management and previously held roles at Intellectus Partners, LLC, SPG Advisors LLC, and Penn Mutual Life Insurance Company. His background also includes experience with Stevens Pass Mountain Resort, LLC. Destination Wealth Management offers discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation-driven investment process combining fundamental research with thematic, longer-term perspectives and integrates alternative investment opportunities through a formal program with committee oversight.

Malia Salas Russell is a CFP® and holds a Series 65 license, with six years of industry experience. She joined Destination Wealth Management in 2025 after spending six years at Mraz, Amerine & Associates, Inc. prior to that. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that integrates fundamental research with thematic, longer-term perspectives across various asset classes and offers alternative investment opportunities with committee oversight.

Miguel Delgado is a CFP® with 11 years of industry experience and is currently with Legacy Wealth Management, LLC. His prior roles include positions at Lion Street Advisors, Ameritas Life Insurance Corp, and David White & Associates. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored strategies, continuous account monitoring, and access to a broad range of investment options through a multi-team platform.

Xiuhua Xu is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Destination Wealth Management. Prior to joining Destination Wealth Management, Xu worked at Baker Avenue Asset Management LP and held roles at Bank of America and Merrill. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses an asset-allocation driven approach combining fundamental research with thematic, longer-term perspectives, and offers alternative investment opportunities subject to committee oversight.

Lindy Moss is a financial advisor at Concentric with a Series 65 credential and one year of industry experience. Her prior work includes roles at AdvisorAssist, Staples Inc., and Babson College. Concentric primarily serves other registered investment advisers and financial institutions as a sub-adviser and overlay manager, while also managing accounts for individual and high-net-worth clients. The firm uses a combination of quantitative and qualitative portfolio construction techniques and offers customized implementation tools such as tax-loss harvesting and ESG overlays.

David O'day is a financial advisor at Empirical Wealth Management in Walnut Creek, CA, holding Series 63 and Series 65 registrations with one year of industry experience. His prior roles include positions at Sageview Advisory Group and Morling Financial Advisors, along with experience at Live Oak Bank and Credit Suisse. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, and profit-sharing plans, offering fee-based investment management, financial planning, tax preparation, and retirement-plan consulting. The firm’s investment approach employs Modern Portfolio Theory with diversified model portfolios across multiple asset classes and operates several affiliated businesses providing real estate, insurance, and legal services.

Stacy Chretien is a CFP® professional with 29 years of industry experience, currently serving at Destination Wealth Management since 2023. She previously worked at Capasso Planning Partners, Insight Wealth Strategies, and Charles Schwab, where she spent 25 years in various roles. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that integrates fundamental research and thematic perspectives across multiple asset classes, while also offering estate planning and tax services through strategic partnerships.