Lev Mandel is a financial advisor with First Affirmative Financial Network LLC and holds a Series 66 designation. He has nine years of industry experience, including prior roles at Cambridge Investment Research Advisors and Cambridge Investment Research. Mandel is also active as an author, educator, and podcast speaker. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and institutions through a nationwide network of advisors. The firm focuses on values-aligned and faith-based investing, integrating ESG factors and proprietary scores into portfolio construction, and offers a range of discretionary fiduciary investment management and financial planning services.

Emmett Peck Jr. is a CFP® professional with 28 years of industry experience, currently serving with Prosperity Financial Group, Inc. in San Ramon, CA. He has worked at both Prosperity Financial Group and Fortune Financial Services since 2016. Outside of his financial advisory role, Peck is involved with the National Ski Patrol, providing customer service and supporting on-mountain safety and emergency care. Prosperity Financial Group serves individuals, high-net-worth clients, trusts, estates, and business entities by offering asset management, financial planning, and consulting services. The firm manages approximately $503 million in discretionary assets through a team of seven advisors and provides tailored portfolios that may include a range of securities, supported by both in-house management and third-party money managers.

Kelly Randall is a CFP® professional with seven years of industry experience, currently serving as an advisor at Burton Enright Welch since 2019. Prior to that, Randall worked for five years at Altfest Personal Wealth Management. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and various business entities. The firm manages approximately $1.246 billion across discretionary and non-discretionary accounts, employing a disciplined four-step investment approach that combines active and passive strategies with ongoing portfolio monitoring.

David Lewis is a financial advisor at Lewis Asset Management in Lafayette, CA, with 28 years of industry experience. He has been with Lewis Asset Management since 2007 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans through a five-advisor team, managing approximately $387 million. The firm focuses on long-term trading and broad-market exposure, constructing customized portfolios that emphasize diversified fund-based strategies aligned with clients’ objectives and risk tolerance.

Jacob Edwards is a financial advisor at Parkwoods Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Wellspring Financial Partners, Liquitech Fire Solutions, Frontline Wildfire Defense, and UC Davis. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm follows a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders. Parkwoods is also affiliated with an accounting firm and operates an educational media platform, extending its advisory and education capabilities beyond typical portfolio management.

Michael Mischler is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Gemmer Asset Management LLC, where he has been since 2013. The firm employs a team of eight advisors and is based in Walnut Creek, CA. Gemmer Asset Management provides discretionary portfolio management services to individuals, trusts, retirement plans, and small businesses. The firm manages over $2.3 billion across approximately 1,270 clients, focusing on separately managed accounts with an investment approach centered on asset allocation, longer-term holdings, and periodic portfolio rebalancing.

Gary Muto is a financial advisor with BCN Financial, Inc. in Pleasanton, CA, holding a Series 63 designation and 33 years of industry experience. He has worked at BCN Financial since 1994 and has held prior roles at Quest Securities, Inc., Crown Capital Securities, LP, and LPL Financial. BCN Financial provides retirement plan advisory and related financial planning services primarily to participants of employer-sponsored retirement plans and members of Police and Fire Department associations. The firm’s investment process focuses on mutual funds and ETFs, including unleveraged inverse ETFs, combining fundamental, technical, and sentiment analysis with market timing, and delivers regular client reporting and specific non-discretionary advice.

Michael Ye is a financial advisor at New Insight Wealth Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and the Gwanju Institute of Science and Technology before joining his current firm. New Insight Wealth Advisors serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities, offering discretionary asset management, employer retirement-plan consulting, and financial planning. The firm employs a multi-disciplinary investment process and uses a broad range of instruments to tailor portfolio advice with ongoing monitoring and rebalancing.

Dajin Yang is a CFA® charterholder and holds a Series 63 license, currently serving as an advisor at New Insight Wealth Advisors with two years of industry experience. Prior to joining the firm, he worked at OpenGov, Illumio, Riverbed Technology, Change Healthcare, and McKesson. New Insight Wealth Advisors serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities, providing discretionary asset management, employer retirement-plan consulting, and financial planning and consulting. The firm employs a multi-disciplinary investment process that includes fundamental, quantitative, technical, sector, and cyclical analysis, utilizing a broad range of instruments tailored to client objectives.

Ankit Sahu is a financial advisor with Prosperity Financial Group, Inc. in San Ramon, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Prosperity Financial Group since 2018, following roles at Prosperity Wealth Management and a one-year sabbatical. Outside of advising, he has involvement in real estate development through Sahu Brothers LLC. Prosperity Financial Group serves individuals, trusts, estates, and business entities, managing approximately $503 million in discretionary assets. The firm provides asset management, financial planning, and consulting services, tailoring portfolios to client goals and utilizing sub-advisory relationships and third-party money managers.

Joel Malakoff is a CFP® professional with 21 years of industry experience, currently serving at Malakoff Wealth since 2010. He also maintains a long-term association with LPL Financial and Malakoff & Associates, Inc. in Danville, CA. Malakoff Wealth provides financial planning and consulting services to individuals, trusts, nonprofit organizations, banks, business entities, and pension/profit-sharing plans. The firm delivers written financial plans with periodic reviews, focusing on fundamental analysis and manager evaluation, and refers clients to LPL Financial for investment implementation and portfolio supervision.

Jason Qiu is a financial advisor at Echo45 Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Echo45, he held various roles outside of finance, including positions in the food service industry and at the University of California Riverside. Echo45 Advisors serves individuals, trusts, retirement plans, and business entities with comprehensive wealth management and financial planning services. The firm combines multiple analytical methods and a range of investment strategies, offering both discretionary management and an automated digital advisory service through Betterment Securities.

Grant Ter Avanesyan is a CFP® professional with 18 years of industry experience, currently with Grant Private Wealth Management in Pleasanton, CA. His prior experience includes roles at Strategic Advisers Inc. and Fidelity Brokerage Services, LLC. Outside of financial advisory, he provides in-home supportive services, assisting clients with medical appointments, meal preparation, and other daily needs. Grant Private Wealth Management is a six-advisor firm that offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals and high-net-worth clients. The firm manages approximately $255 million and employs tailored strategies based on clients’ goals, utilizing a mix of fundamental, technical, charting, and cyclical analysis.

Ryan Kelley is a CFA® charterholder with 14 years of industry experience. He has worked at Bell Investment Advisors Inc since 2019 and previously held roles at ALPS Distributors, Inc. and Seafarer Capital Partners LLC. Ryan is based in Orinda, CA and holds Series 65 and Series 63 licenses. Bell Investment Advisors is a team-based SEC-registered adviser serving individual clients, trusts, and institutional accounts. The firm provides investment management and financial planning, employing diversified strategies primarily through ETFs and no-load mutual funds, with customized investment policy statements and ongoing portfolio monitoring.

Jon Henderson is a CFP® and holds a Series 66 license with 25 years of industry experience. He currently serves at Echo45 Advisors LLC, where he has worked since 2020, following prior roles at Bank of America and Merrill Lynch. Outside of his advisory work, he owns an artisan woodworking business and operates Echo45 Tax & Estate, a tax preparation and estate planning service. He is also a candidate for governor and serves as principal officer of his political campaign committee. Echo45 Advisors LLC provides investment advisory services to individuals, trusts, pension and profit-sharing plans, professional fiduciaries, and business entities. The firm manages diversified portfolios using a range of investment vehicles and offers wealth management, retirement plan consulting, financial planning, and estate-planning services, supported by affiliated service relationships and distinctive subsidiaries including Echo45 Tax & Estate and Echo45 Aviation LLC.

Audrey Glafkides is a CFP® professional with 16 years of industry experience. She is currently with Mirador Capital Partners and has worked at Purshe Kaplan Sterling Investments since 2016. Audrey also serves as Chief Operating Officer at Mirador Capital Partners and holds licenses as a fixed insurance agent and notary public. 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’s investment approach combines top-down fundamental analysis with technical analysis and offers a variety of asset-allocation models across public and private securities and alternative investments.

Eugene Binunsky is a financial advisor at Burton Enright Welch with a Series 65 credential and one year of industry experience. Prior to joining the firm in 2026, he worked at Deloitte Tax LLP for four years and held various academic roles at the University of California – Davis and California Polytechnic State University. Burton Enright Welch provides investment management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages diversified portfolios through a disciplined four-step process and acts as a fiduciary while overseeing roughly $1.55 billion in assets across approximately 612 client relationships.

James Luippold is a financial advisor at Castle Rock Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Allied Advisory Services and First Allied Securities. Outside of his advisory role, he serves on the finance committee for Christ the King Church in Pleasant Hill and coaches an 8U baseball team, where he also manages the team’s finances. Castle Rock Wealth Management provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and businesses. The firm manages approximately $521.8 million for nearly 1,900 clients through a team of eight advisors, employing both fundamental and technical analysis combined with active trading strategies and comprehensive portfolio management.

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 with Valley Wealth Strategies, LLC in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial, LLC and National Planning Corporation alongside his current role at Valley Wealth Strategies. Valley Wealth Strategies, LLC provides customized investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach supplemented by fundamental, technical, and cyclical analysis, managing over $1.2 billion in assets with a significant portion handled on a non-discretionary basis.