Lee Levy is a financial advisor with Savvy, holding Series 65 and Series 63 licenses and 21 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Wells Fargo Clearing, and Morgan Stanley Private Bank. Savvy serves individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations with customized investment and financial planning services. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware strategies, integrating third-party sub-advisers and fintech tools.

Jeffrey Hodges is a financial advisor at Encompass More Asset Management LLC with five years of industry experience. He holds a Series 66 credential and has worked at JPMorgan Chase Bank, First Republic Securities, and previously in the airline industry with Alaska Airlines and Virgin America. Outside of finance, he is the owner of Linescapes, a fine art business focused on selling paintings and modeling. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with specialized retirement account management.

Gregory Bentley is a financial advisor at Prosperity Wealth Management, Inc. in San Ramon, CA, with 41 years of industry experience. He holds a Series 63 designation and has been with Prosperity Wealth Management since 2015. Bentley is also the CEO and a 25% owner of Fortune Financial Services, Inc., where he divides his time evenly alongside his role at Prosperity. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, pensions consulting, and referrals to third-party money managers. The firm manages approximately $442 million for about 1,600 clients and emphasizes tailored portfolio supervision through multiple analysis methods and ongoing oversight of recommended third-party managers.

Judith Hirotaka is a financial advisor at The Mather Group, LLC with 18 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at firms including Wealth Enhancement Group, Ginsburg Financial Advisors, Mercer Global Advisors Inc., and Osborne Partners Capital Management. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable strategies and incorporates AI and machine-learning tools alongside human oversight.

Richard Goldstein is a financial advisor at B. Riley Wealth Advisors, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Advisors since 2012, including a role at National Securities Corp from 2012 to 2022. Goldstein is involved in community activities such as serving on the investment committee of the Rotarian Foundation of Livermore and acting as a legacy leader with Ambassadors of Compassion. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets for around 16,821 clients. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Joseph Kovar is a financial advisor with Avantax Planning Partners, Inc. holding the PFS™ designation and Series 66 license, with 26 years of industry experience. He is also owner and partner of Sweeney Kovar Financial Advisors, Inc. and a CPA at the Sweeney Kovar firm. Outside of finance, he manages a family vineyard in Napa, California. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and retirement plan services to individuals, businesses, pension plans, and charitable organizations. The firm delivers these services primarily through CPA firms and registered advisors, using firm-designed style allocation models and tax-intelligent strategies, with approximately $7.57 billion in assets under management as of 2025.

Stephen Chipman is a financial advisor at The AmeriFlex Group with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cambridge Investment Research, OSAIC, Securities America Advisors, and Fidelity Investments. Outside of advising, he serves as a managing partner of a real estate venture in Hampton, New Hampshire. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm employs multiple program platforms and custodial arrangements to implement tailored strategies, serving clients on both ongoing and project bases while also acting as co-advisor or manager-of-managers for recommended third-party money managers.

Lisa Gallo is a CFP® professional with 29 years of industry experience, currently serving at Encompass More Asset Management LLC. Her prior roles include positions at O'Donnell Financial Group, Independent Financial Group, United Planners' Financial Services of America, Vitucci & Associates, and National Planning Corp. She is also involved as an agent with Westland Financial Services, providing insurance products and business development solutions for independent financial advisors. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, focusing exclusively on individual investors and high-net-worth clients.

Ivan Smirnou is a financial advisor with Avantax Planning Partners, Inc. based in Danville, CA. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm operates primarily through CPA firm networks and registered Advisor Representatives, managing approximately $7.57 billion in assets across 164 advisors and 7,500 clients as of the end of 2025.

Mehul Thakker is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and 24 years of industry experience. He has been with Vanderbilt Advisory Services since 2017 and previously worked at Financial West Group for 14 years. Thakker is also the owner of Empowered Investments, a DBA he has operated since 2016. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and utilizes the Betterment for Advisors platform, with an investment approach that combines strategic asset allocation and multiple forms of analysis tailored to client objectives.

Byron Valles is a CFP® with eight years of experience in the financial industry, currently serving at Mission Wealth Management, LP. His previous roles include positions at LPL Financial, First Republic Investment Management, and Fidelity Brokerage Services. Outside of his advisory work, he is a business owner of Rimova Real Estate. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families. The firm employs customized, long-term investment strategies across a broad range of asset classes and offers services including financial planning, investment implementation, and consulting.

Kenneth Quiat is a financial advisor at Belpointe Asset Management LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Belpointe since 2017. Prior to that, he was with Foresters Equity Services, Inc. and has been involved with AD Banker LLC since 2012, where he also serves as a licensed educator. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with a range of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerances.

Andrew Thompson is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. His prior roles include five years at Enso Wealth Management and fourteen years at Edward Jones. Outside of his advisory work, he is involved as an insurance agent with Highland Capital Brokerage, focusing on new insurance products for clients. Choreo, LLC provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm employs a centralized investment process centered on strategic asset allocation and diversified portfolios, offering a range of services such as portfolio management, financial planning, OCIO, and specialized consulting.

John Reising is a financial advisor at Gibbs Wealth Management, LLC with 19 years of industry experience. He holds a Series 63 designation and has previously worked at Brookstone Capital Management and operated his own firms, including Reising Financial Services, Inc. Outside of his advisory role, he is an owner and insurance agent involved in the sale of fixed annuities, fixed indexed annuities, and life insurance. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a combination of analytical approaches to guide investment allocations. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions in its client portfolios.

Mahesvar Aks is a Series 65-licensed advisor with Coppell Advisory Solutions LLC and has one year of industry experience. Prior to joining Coppell Advisory Solutions, he worked at Nisum Technologies and Cognizant Technology Solution. Outside of his advisory role, he serves as a director of Maks4Max Inc., a company involved in insurance and real estate investments. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment process using both fundamental and technical analysis and offers an open-architecture platform that includes a variety of asset classes and ongoing portfolio supervision.

Emmanuel Pablo Jr. is a CFP® professional with 20 years of industry experience, currently affiliated with International Assets Investment Management, LLC. He previously worked at LPL Financial and spent 18 years at Patelco Credit Union. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers, offering customized portfolio management and financial planning.

Joseph Manglona is a financial advisor at Buck Wealth Strategies, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Madison Avenue Securities. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macro-environmental investment approach focused on tactical asset allocation and sector rotation, primarily implementing strategies through equities, ETFs, and fixed income.

Jay Doraiswami is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Wealtheon Advisors LLC for six years and JPMorgan Securities LLC for four years. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm also offers tax planning, bookkeeping, payroll support, and estate-planning services through a third-party provider, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.

Matthew Dublin is a CFA® charterholder with seven years of industry experience. He currently works at True North Advisors, LLC and previously held positions at Blue Investment Partners LLC and Aptigon Capital, Citadel LLC. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and consulting services.

Karla Mcavoy is a CFP® with 14 years of experience in financial advising. She has worked at The Mather Group, LLC since 2022 and previously spent seven years at HC Financial Advisors Inc. There are no additional outside activities noted. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and offers customized portfolio options including ESG factor portfolios and direct indexing.