Michael Hullen is a CFP® and PFS™ credentialed advisor at Liberty Wealth Management, LLC with 32 years of industry experience. He has been with Liberty Wealth Management since 2018 and also owns and operates Hullen Accountancy LLP, a CPA firm specializing in tax planning and preparation. He has held roles at AE Financial Services, LLC and Granite Bay Asset Management among others. Liberty Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and corporations. The firm employs a combination of centrally developed models and advisor-driven strategies, utilizing quantitative and fundamental analysis to build diversified portfolios and integrates third-party managers while providing comprehensive financial planning and educational services.

Chad Franck is a financial advisor with The Pacific Center for Financial Services in Danville, CA. He holds a Series 66 designation and has 24 years of industry experience. He previously worked at Cetera Wealth Services, LLC for 13 years. Outside of advisory work, he is also a mortgage broker involved in first and second mortgages as well as FHA loans. The Pacific Center for Financial Services provides financial planning, consulting, and investment management services to individuals, including high-net-worth families and trusts. The firm focuses on asset allocation and long-term diversification using a combination of fundamental, technical, and cyclical analysis, managing portfolios that include mutual funds, ETFs, stocks, bonds, and alternative fund strategies.

Brian Stormont is a CFP® with 25 years of industry experience. He has worked at Insight Wealth Strategies, LLC since 2018, and previously held roles at Mutual Securities, Inc. and Lincoln Financial Advisors. He is based in San Ramon, CA. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term, model-driven investment process using low-cost ETFs, individual stocks, and alternative holdings, with a focus on documented model strategies and educational programs.

Lyudmila Ter Avanesyan is a financial advisor with Grant Private Wealth Management in Pleasanton, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at Fidelity Brokerage Services and Glava Realty. Outside of advising, she is involved in property management through her ownership of a rental property business. Grant Private Wealth Management provides fee-based investment management and financial planning to individuals, trusts, business entities, and qualified retirement plans, tailoring strategies to client goals and risk tolerance using a mix of analytical approaches. The firm offers various engagement options and conducts public educational seminars at no charge.

Joshua Gatti is a financial advisor at Morling Financial Advisors, LLC with a Series 65 designation. He joined Morling Financial Advisors in 2025 and has prior experience in lending and credit union roles, including positions at JVM Lending, Lending Club, and Patelco Credit Union. He also worked at Santa Clara University from 2022 to 2024. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm provides discretionary investment management, financial planning, and pension consulting, typically implementing portfolios using index-based strategies, mutual funds, ETFs, listed equities, fixed income, and alternative investments.

Michael Lin is a financial advisor with New Insight Wealth Advisors in San Ramon, CA, holding a Series 66 license and 21 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 15 years before joining New Insight Wealth Advisors and Purshe Kaplan Sterling Investments. Outside of his financial advisory role, he owns and directs Michael Lin Workshop, a video and media production business. New Insight Wealth Advisors provides discretionary asset management, retirement-plan consulting, and financial planning services to individual and high-net-worth clients, trusts, estates, and business entities. The firm employs a multi-disciplinary investment process utilizing a broad range of instruments and offers ongoing portfolio monitoring and periodic rebalancing.

Jackson Vickers is a financial advisor at Mirador Capital Partners in Pleasanton, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Mirador Capital Partners in 2023, he worked at High Point Events and Dollarhide Financial Group and completed his education at Arizona State University. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses with discretionary portfolio management, financial planning, and consulting services. The firm employs a top-down fundamental investment approach supplemented by technical analysis, managing client assets across various strategies including global allocation and tactical growth, and offers access to affiliated private funds focused on early-stage companies.

Ebi Mathew is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brickley Wealth Management. Prior to joining Brickley Wealth Management, Mathew worked at Wealth Architects, LLC and held various roles at Northwestern Mutual and Ameriprise. Brickley Wealth Management provides portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pensions, and businesses. The firm’s investment approach combines modern portfolio theory with active and passive funds, ESG screening, and manager due diligence, serving clients through ongoing monitoring and diversified, long-term strategies.

Adam Mc Nulty is a CFP® with 38 years of industry experience and is currently affiliated with Liberty Wealth Management, LLC. He has worked at Liberty Wealth Management since 2018 and previously at AE Financial Services, LLC. Outside of advisory work, he is the founder and president of East Bay Flag Football, a nonprofit flag football club for children. Liberty Wealth Management, LLC is an SEC-registered advisory firm that serves individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed models and advisor-developed strategies, using quantitative and fundamental analysis to construct diversified portfolios that may include mutual funds, ETFs, fixed income, real estate, and private market investments, while also integrating third-party managers and offering client education programs.

Sarah Smith is a financial advisor at Willow Grove Advisors, LLC in Berkeley, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Willow Grove Advisors in 2022, she worked at Marin Theatre Company and the University of Puget Sound. Outside of finance, she has experience in theatrical arts and corsetry. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for individual and high-net-worth clients. The firm combines technical and economic analysis with strategic asset allocation, offering customized portfolio management and integrating both private and public holdings for suitable investors.

Brendan Connaughton is a financial advisor at Catalyst Private Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Mutual Advisors, LLC and ClearPath Capital Partners LLC. Outside of his advisory role, he is an investor in a media application that assists users with custom video trailer creation. Catalyst Private Wealth serves individuals, trusts, retirement plans, and institutions by providing discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection. The firm employs both active and passive investment strategies, using multiple analytical methods to create diversified portfolios tailored to clients’ goals and risk tolerances.

Jordan Johal is a financial advisor with Liberty Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at the Bank of England and has been a co-owner of Golden State Auto Group, a non-investment-related auto wholesaler, since 2014. Johal also serves as an insurance agent for Lifetime Planning Marketing, Inc., a field marketing association offering insurance products. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and corporations. The firm employs a combination of centralized models and adviser-developed strategies, incorporating quantitative and fundamental analysis to build diversified portfolios, and offers a range of services including financial planning, investment management, and educational seminars.

Kenneth Henson II is a CFP® professional with 12 years of experience in the financial industry. He is currently an advisor at Liberty Wealth Management, LLC and has held prior roles at firms including AE Financial Services, LPL Financial, and The Vanguard Group. Outside of his advisory role, he is an associate at Moore Financial Advice, a financial services firm, and holds a California insurance producer license. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and corporations. The firm combines centrally developed and advisor-developed investment strategies, employs quantitative and fundamental analysis, and integrates third-party managers to construct diversified portfolios.

Mitchell Sands is a financial advisor at Catalyst Private Wealth, LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including ClearPath Capital Partners LLC and Mutual Advisors, LLC. Sands is also a registered representative at Emerson Equity, where he is involved in activities related to the firm's RIA business. Catalyst Private Wealth is an SEC-registered advisory firm that serves individuals, trusts, retirement plans, and institutions with investment management, financial planning, ERISA plan advisory, and third-party manager selection. The firm utilizes both active and passive investment strategies, applying multiple methods of analysis to tailor diversified portfolios according to client goals and risk tolerances.

Scott Schwartz is a CFP® with 23 years of industry experience, currently serving as the sole advisor at EntentVest Inc. He has worked at various firms including Alexander Beard (USA) LLC and American Airlines. Outside of financial advising, Schwartz is a licensed pilot and flight instructor, serves on the Board of Directors and as President of the Rotary Club, and is the author of *Investing in a New Climate: A Sustainable Approach to Investing & Living in a New Climate*. EntentVest Inc. provides discretionary portfolio management, financial planning, and pension and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes sustainable (ESG) investing and utilizes a digital platform for automated trading, rebalancing, and reporting, offering institutional-level services uncommon for an independent firm of its size.

Elliot Kallen is a financial advisor with Prosperity Financial Group, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Prosperity Financial Group since 2000 and also works with Prosperity Wealth Management and Fortune Financial Services. Kallen serves as president of Prosperity Financial Group, where he is involved in retirement planning, benefits administration, and asset management. Prosperity Financial Group serves individuals, trusts, estates, and business entities, managing approximately $503 million in discretionary assets for several hundred clients through a team of seven advisors. The firm offers tailored portfolio management and financial planning, utilizing sub-advisory relationships and regular portfolio reviews.

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.

Philip Rontell is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Keller Williams Realty East Bay and American Income Life. He also serves as a referral-only licensed real estate agent with The Agency of Alamo, CA. Liberty Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a mix of centrally developed and advisor-specific investment strategies, integrating third-party managers and offering a range of services including investment management, financial planning, and educational workshops.

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® with 25 years of industry experience. He has been with Lodestar Private Asset Management LLC since 2016 and previously worked at Malakoff Wealth and Linsco/Private Ledger Corp. from 2000 to 2016. Lodestar provides personalized financial planning and investment management services to individuals, trusts, charitable organizations, small businesses, and certain pension and profit-sharing plans. The firm uses a tactical asset allocation approach combining passive and active investments with attention to tax consequences, serving approximately 549 clients and managing $1.34 billion in assets across five advisors.