George Berla is a CFA® charterholder and principal at Berla Investment Consulting with over 40 years of industry experience. He previously operated as a sole proprietor under the name George Alexander Berla DBA Berla Investment Consulting before the firm’s reorganization in 2026. In addition to his advisory work, he maintains part-time public sector employment in information systems. Berla Investment Consulting provides investment consulting to institutional clients and high-net-worth individuals, focusing on investment policy, asset allocation, and manager evaluation. The firm delivers non-discretionary advice without managing client accounts or participating in wrap fee programs, and it distinguishes itself by using negotiated fixed or hourly fees rather than percentage-of-AUM charges.

Janine Keeperman is a CFP® with 17 years of experience in financial advising. She is currently with Gebhardt Group, Inc., having held prior roles at Integrity Alliance, LLC, Summit Financial Group, and Ameriprise Financial Services, Inc. Gebhardt Group provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, managing approximately $346 million across three advisors. The firm employs an actively managed, trend-oriented "Protected Growth" strategy combined with a proprietary four-step planning process that includes behavioral assessments.

Virgilio Cristobal is a CFP® with 22 years of industry experience, currently serving as an advisor at Chrome Advisors. His prior experience includes roles at Lincoln Financial Advisors and Cullen Financial Advisors. In addition to his advisory work, he is a licensed insurance agent engaged in the sale of insurance products. Chrome Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, providing asset management, financial planning, retirement plan consulting, and portfolio monitoring. The firm employs asset-allocation-driven strategies with both quantitative and qualitative analysis, utilizing third-party platforms and sub-advisers to implement client strategies.

Aureliana Lopes Monteiro is a financial advisor at Strategic Wealth Capital with 11 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Sanctuary Wealth. Strategic Wealth Capital provides financial planning, portfolio management, and investment consulting to individuals, including high-net-worth clients, as well as institutional and corporate clients. The firm employs a range of investment strategies and offers services on both discretionary and non-discretionary bases.

John Collet IV is a Series 65 registered advisor at Simple Life Financial in El Cerrito, CA, with less than one year of industry experience. His work background includes roles at Domino's, Target, and California State University-Chico. Simple Life Financial provides investment advisory and financial planning services to individuals, families, small businesses, and related entities, with a focus on multi-generational households. The firm offers tailored investment management, financial planning, cash-flow and liquidity planning, and wealth coordination through collaboration with clients’ attorneys, accountants, and other professionals.

Scott Dawson is a CFP® with 24 years of industry experience currently with American Investors Company. He has been affiliated with American Investors Company since 2001 and also serves as a partner and planner at Mosher Financial Advisors, LLC. Outside of investment advisory, he is a licensed insurance agent. American Investors Company provides investment advisory, financial planning, 401(k) advisory, and asset supervisory services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines advisory and brokerage activities within a multi-advisor structure and manages approximately $578 million in client assets.

Robert Gillooly is a CFA® charterholder with 13 years of industry experience, currently serving at Elmwood Wealth Management since 2012. He is based in Berkeley, CA, and is part of a four-advisor team. Elmwood Wealth Management is a fee-based, SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and various types of accounts. The firm offers discretionary and non-discretionary portfolio management alongside financial planning, employing a total-return, long-term investment philosophy through actively managed and Core ETF-based service models.

Barbara Wright is a CFA® charterholder and holds a Series 65 license with five years of industry experience. She is a principal at Van Strum & Towne Inc, where she has worked since 2000. Outside of her advisory role, she serves as president of Energy Minerals Inc., a geothermal steam production company. Van Strum & Towne serves primarily high net-worth individuals and also manages accounts for various entities including trusts and retirement plans. The firm emphasizes fundamental analysis, capital preservation, and long-term growth, maintaining generally low portfolio turnover while tailoring asset allocation to client objectives.

Zheng Wan is a CFP® professional with 12 years of industry experience, currently serving at Sierra Pacific Private Wealth, LLC. He has been with Sierra Pacific Financial Advisors, LLC since 2005. Sierra Pacific Private Wealth provides wealth management, comprehensive financial planning, and corporate retirement plan advisory services to individuals, including high-net-worth clients, and plan sponsors. The firm manages approximately $212.7 million in assets for about 122 clients, offering individualized asset management with regular reviews and rebalancing, and supports plan participant education through seminars and workshops.

Sarah Ellis is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at GKV Capital Management Co Inc since 2024 and previously held roles at Curated Wealth Partners, LLC and Morton Capital Management. Prior to her financial advisory career, she spent six years at Peet's Coffee Inc. GKV Capital Management provides discretionary portfolio management and financial planning support to individual and institutional clients. The firm combines top-down macro analysis with bottom-up fundamental research to tailor portfolios, managing approximately $357 million with a three-advisor team.

Thomas Swift is a financial advisor with Financial Avengers, Inc. in Oakland, CA, holding a Series 63 designation and 26 years of industry experience. He has been with Financial Avengers since 2000. Outside of advising, Mr. Swift writes plays, scripts, and books, and works as a producer through Tom Swift & His Amazing Productions LLC. Financial Avengers serves individuals and families with discretionary portfolio management and comprehensive financial planning. The firm manages $488.4 million in discretionary assets, emphasizing long-term, value-oriented, buy-and-hold strategies focused on income and low turnover, combined with a behavioral approach to client relationships.

Nathalie Lai is a financial advisor at Alpha Solutions Investment Advisors with one year of industry experience. She holds a Series 65 designation and has a background in dental practice, currently working part-time as a dentist at Lands End Dental. Prior to her advisory role, Nathalie worked at multiple dental groups and spent several years in full-time education. Alpha Solutions serves individuals, including high-net-worth and non-HNW clients, as well as institutional clients such as pensions and foundations. The firm offers discretionary wealth management and portfolio construction using a combination of fundamental and technical analysis, with a focus on ETFs, REITs, MLPs, preferred stock, and direct equities.

Jason Stankowski is a CFA® charterholder with 15 years of industry experience. He has been with Clayton Partners LLC since 2010, where he is part of a four-advisor team based in Berkeley, CA. Clayton Partners LLC provides discretionary investment management to high-net-worth individuals, institutions, and limited partners through separately managed accounts and a pooled private fund. The firm employs a long-term investment approach focused on equity and equity-related securities, with additional strategies including short sales, options, arbitrage, and leverage for its pooled fund.

Michael Redlick is a financial advisor with Investment Growth Management, Inc. He holds nine years of industry experience and has operated Redlick Appraisals as a residential appraiser since 2009. His appraisal work is conducted as a sole proprietor and is separate from his advisory activities. Investment Growth Management is a small, long-established registered investment adviser serving individuals, trusts, estates, small businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio management tailored to client goals and provides regular communications and educational presentations beyond standard reporting.

Jethro Townsend is a CFA® charterholder with nine years of industry experience. He is currently with Nia Impact Capital, where he has worked since 2024, following a nine-year tenure at Addend Capital Management. Nia Impact Capital provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, trusts, nonprofit organizations, registered investment companies, and other financial advisers. The firm employs a gender-lens and thematic investment approach, combining quantitative and venture-style analysis, and engages in active shareholder advocacy while managing its own registered mutual fund alongside UMA/model delivery and sub-advisory relationships.

John Bishop is a financial advisor at Wellington Capital Advisors, LLC in San Francisco, holding a Series 65 designation with 12 years of industry experience. He has been with Wellington Capital Advisors since 2016, where he is the sole advisor. Wellington Capital Advisors provides discretionary portfolio management and financial consulting to individuals, high-net-worth families, foundations, trusts, and businesses, offering services that include portfolio construction across various asset classes and tax return preparation. The firm employs a long-term, value-oriented investment approach with a focus on income generation and risk management, incorporating strategies such as derivatives and options-writing overlays uncommon among similar independent advisers.

Juan Zuniga is a financial advisor at Dedicated Capital Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Dedicated Capital Advisors since 2013. The firm primarily serves high-net-worth individuals, families, and related business entities, providing comprehensive financial planning and investment advisory services through a structured four-phase process. Dedicated Capital Advisors emphasizes multidisciplinary planning and outsourced portfolio management, coordinating with independent third-party managers and offering specialized services such as estate and wealth transfer, philanthropic planning, and business succession.

Mark Greenberg is a Certified Financial Planner® with 41 years of industry experience. He is a principal at Wealth & Tax Planners LLC, where he has worked since 2003, after prior roles at Mutual Securities, Inc. and Private Client Services. In addition to his advisory work, he is a licensed insurance agent specializing in life and long-term care insurance. Wealth & Tax Planners LLC serves individual and high-net-worth clients, small businesses, and retirement plans, managing approximately $75 million across about 250 clients. The firm employs a “scientific diversification” investment approach based on Modern Portfolio Theory, combining passive and active strategies with comprehensive financial planning and portfolio management.

Kyle Shealer is a financial advisor at QST Capital LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at QST Capital since 2017. Prior to that, he was associated with Sanctuary Wealth Advisors LLC and SANCTUARY SECURITIES, llc from 2012 to 2016. QST Capital LLC provides discretionary portfolio management and advisory services to individual clients, retirement accounts, other advisers, and institutional clients. The firm uses a quantitatively driven investment approach combining systematic models with discretionary decisions, managing both pooled funds and separately managed accounts with strategies that include leveraged and inverse ETFs, fixed income, credit instruments, and derivatives.

Marc Roth is a financial advisor at Elmwood Wealth Management with 31 years of industry experience. He previously worked at Atlas Capital Advisors LLC for six years and JMR Capital Management, Inc. for 25 years. Elmwood Wealth Management is a fee-based, SEC-registered advisory firm serving individuals, trusts, estates, donor-advised funds, foundations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management with a long-term, total-return investment philosophy through actively managed and Core ETF-based strategies, integrating financial planning and tax coordination.