Noa Hoffman is a CFP® professional with two years of industry experience, currently serving at Green Ocean Global Advisors LLC. Prior to this, Noa held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., and operated a personal financial advisory website. Noa also worked with the Singleton Foundation for Literacy and Entrepreneurship and has experience at Karat Financial and Nerdwallet. Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and third-party manager referrals for individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental, quantitative, modern portfolio theory, and technical analysis to manage portfolios across various asset classes, tailored to client risk profiles.

Benjamin Peters is a financial advisor with Burton Enright Welch in Walnut Creek, CA, holding a Series 65 designation and 12 years of industry experience. He has been with Burton Enright Welch since 2014. Outside of his advisory role, he is a co-founder of PICKMOTO, a mobile applications business. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $1.246 billion in assets for around 610 clients through a disciplined four-step investment process that combines active and passive strategies with ongoing monitoring and tailored portfolio management.

Peter Burton is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Burton Enright Welch since 2010. The firm is based in Walnut Creek, CA, and Burton provides financial planning services including life insurance analysis and referrals to estate planning attorneys. Burton Enright Welch serves individuals, families, trusts, estates, and business entities, managing approximately $1.246 billion in assets. The firm employs a disciplined four-step investment process combining active and passive strategies, offering tailored portfolio management and specialized planning services.

E F Ryan Hughes is a financial advisor at BCN Financial, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, MassMutual Northern California, the City of Fairfield, and Paramedics Plus. BCN Financial provides retirement plan advisory and financial planning services primarily to participants in employer-sponsored retirement plans and members of over 200 Police and Fire Department associations. The firm uses a market-timing investment approach centered on mutual funds and ETFs and emphasizes regular client reporting and transparency in its communications.

Brian Gemmer is a financial advisor at Gemmer Asset Management LLC in Walnut Creek, CA, holding Series 63 and Series 65 designations with four years of industry experience. He has been with Gemmer Asset Management since 2006. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets and serves individuals, trusts, estates, retirement plans, corporations, nonprofits, and independent fiduciaries. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers branded portfolio strategies, and manages a dedicated Social Strategy using ESG scores and fossil-fuel exposure metrics.

Ian Castille is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Capital Advantage, Inc. since 2012. Outside of his advisory role, he is also a commissioned California notary public. Capital Advantage, Inc. serves individual and high-net-worth clients, as well as trustees, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management and financial planning services. The firm develops client strategies through personal interviews to identify goals and risk tolerance, employing mutual funds, ETFs, individual equities, and fixed income, and utilizes a combination of fundamental and technical analysis.

Dean Leonard is a CFP® with 42 years of industry experience, currently serving at Castle Rock Wealth Management, LLC. His prior experience includes over two decades at WHJR Associates and extensive tenure at Royal Alliance Associates, INC. Leonard is also a licensed insurance agent involved in the sales and service of fixed insurance, accident and health, and long-term care products. Castle Rock Wealth Management provides fiduciary investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, managing discretionary portfolios that include stocks, bonds, ETFs, options, and other securities. The firm serves approximately 2,024 clients across six offices, offering comprehensive financial planning and utilizing a combination of fundamental, technical, and cyclical analysis in its investment approach.

Kameron Jackson is a financial advisor at Liberty Wealth Management, LLC with three years of industry experience. He holds the Series 65 credential and previously worked at The Utility Reform Network. Outside of his advisory role, Jackson is an insurance agent with Lifetime Planning Marketing, Inc. and is involved in private investment acquisitions through SL8 Investments, LLC. Liberty Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed models and advisor-developed strategies to construct diversified portfolios, integrating third-party managers and offering a range of services including financial planning, ERISA retirement plans, and educational programs.

Claudina Campbell is a CFP® with 17 years of industry experience, currently serving as an advisor at Willow Grove Advisors, LLC. She previously worked at Coldstream Wealth Management and Paracle Advisors LLC. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for individual and high-net-worth clients. 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.

Robert Agorastos is a CFP® professional with 11 years of industry experience. He has worked at Insight Wealth Strategies, LLC since 2013 and previously held roles at Lincoln Financial Advisors Corporation and Mutual Securities, Inc. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term, model-driven investment process utilizing low-cost ETFs, individual stocks, and alternative holdings, supported by fundamental, technical, quantitative, and sector analysis.

Delbert White is a financial advisor at BCN Financial, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at LPL Financial LLC and Crown Capital Securities, L.P. prior to his current role. White previously served at the City of Oakland for over a decade. BCN Financial provides retirement plan advisory and financial planning services primarily to employer-sponsored retirement plan participants and members of Police and Fire Department associations. The firm’s investment approach focuses on mutual funds and ETFs, combining fundamental, technical, and sentiment analysis with market timing, typically offering specific non-discretionary advice within plan options.

Jeffry Bratzler is a CFP® with 36 years of industry experience, currently serving at BCN Financial, Inc. He has worked at BCN Financial since 2004 and has prior experience with Quest Securities, Inc. and Crown Capital Securities, LP. BCN Financial provides retirement plan advisory and financial planning services primarily to participants of employer-sponsored retirement plans and members of Police and Fire Department associations. The firm’s investment approach incorporates mutual funds and ETFs with fundamental, technical, and sentiment analysis, focusing on non-discretionary advice and regular client reporting.

Marla Schroeder is a financial advisor at Contravisory Investment Management, Inc. with one year of industry experience. Prior to entering the financial sector, she worked in education at Orinda Union Schools and Moraga Schools for a combined total of over ten years. Contravisory Investment Management serves both individual and institutional clients, managing approximately $702 million across discretionary and non-discretionary accounts. The firm employs a proprietary quantitative and technical research system to guide its investment strategies and is notable for its dual role as both investment manager and sponsor of private pooled vehicles that utilize long-short strategies.

Colin Taylor is a CFA® charterholder with 19 years of industry experience. He has been with Capital Advantage, Inc. in Walnut Creek, CA, for 15 years. Capital Advantage, Inc. serves individual and high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management and financial planning. The firm uses a team approach to develop client strategies using mutual funds, ETFs, individual equities, and fixed income, employing both fundamental and technical analysis while monitoring accounts regularly.

Emmanuel Comes is a financial advisor with American Investors Company in San Ramon, California. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has been with American Investors Company since 2011. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary asset management, hourly consultations, financial planning, and retirement plan services, operating with a combined broker-dealer and SEC-registered adviser structure.

Jared Wegrzyn is a financial advisor at Liberty Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Creative Planning, LLC and Heyman Investment Group. He is also involved with Lifetime Planning Marketing, Inc. as an insurance agent and serves as an associate financial planner/paraplanner at MFA Financial Planning. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, retirement plans, corporations, and other entities. The firm combines centrally developed models with adviser-developed strategies and uses both quantitative and fundamental analysis to construct diversified portfolios, while integrating third-party managers and coordinating with outside professionals.

Kayla Fernandez is a CFP® with five years of industry experience and is currently part of the team at California Financial Advisors. Her prior work includes roles at 1440 Multiversity, Presidio Bank, and academic positions at Santa Clara University and the University of Oregon. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with portfolio management, financial planning, and consulting. The firm manages over $2 billion in assets and employs an investment approach focused on asset allocation, mutual fund and ETF analysis, and third-party manager due diligence tailored to clients’ objectives and restrictions.

Nicholas Venezia is a financial advisor at California Financial Advisors with a Series 65 designation and three years of industry experience. His prior work includes roles at Colliers International and Page Mill Winery, as well as self-employment. California Financial Advisors serves individuals, charitable organizations, and businesses by providing investment supervisory services, financial planning, and consulting. The firm’s investment approach focuses on asset allocation, mutual fund and ETF analysis, and due diligence of third-party managers, managing approximately $2 billion in assets.

Wayne Freeman is a financial advisor with Dixon Financial Services in Lafayette, CA, holding a Series 63 designation and 34 years of industry experience. He has been with Dixon Financial Services since 1995 and also affiliated with Assante Capital Management since 2001. Dixon Financial Services provides investment advisory services to individuals, trustees, charitable organizations, business owners, and corporations. The firm focuses on strategic asset allocation using mutual funds and ETFs within a Modern Portfolio Theory framework and manages approximately $1.086 billion in assets across five advisors.

Ryan Dennehy is a financial advisor at California Financial Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at Maloon, Powers, Pitre & Higgins, LLC since 2017. Prior to his advisory career, he was affiliated with CalPoly State University for four years. California Financial Advisors is an SEC-registered firm that provides portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm manages over $2 billion in client assets and employs a team-based approach with specialized investment strategies tailored to clients’ objectives and tax considerations.