Diane Bourdo is a CFP® professional with 30 years of industry experience. She has worked at The Humphreys Group from 1989 to 2025 before joining Treehouse Wealth Advisors, where she is part of a five-advisor team. Treehouse Wealth Advisors provides discretionary and non-discretionary portfolio management, financial consulting, and comprehensive wealth planning to individual and high-net-worth clients. The firm’s investment process incorporates technical and fundamental analysis and offers estate, tax-integrated planning, family philanthropy, and trustee oversight services.

Amy Thacher is a CFP® with nine years of industry experience. She has been with Blume Capital Management, Inc. since 2015. Blume Capital Management provides discretionary investment management and standalone financial planning to individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, charitable foundations, and private investment funds. The firm emphasizes a long-term, value-oriented equity approach combined with diversified asset allocation and uses a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments for qualified clients.

Dylan Mann is a financial advisor at Liberty Wealth Management, LLC with Series 65 credentials and two years of industry experience. Prior to joining Liberty Wealth Management, he was involved with 680 Water Polo and held roles at UC Davis and Las Lomas High School. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a mix of model-based and advisor-developed strategies, integrates third-party managers, and offers a broad range of services including investment management, financial planning, and educational seminars.

Christopher Ruane is a financial advisor at Treehouse Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at BlackSand Capital and Insight Resource Group. Treehouse Wealth Advisors manages approximately $597 million for a diverse client base, including individuals, high-net-worth clients, pension and charitable entities, and corporations. The firm offers portfolio management, financial consulting, and wealth planning services, using a mix of technical and fundamental analysis supported by AI tools subject to human oversight.

Samuel Wood Bednarz is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with North Berkeley Investment Partners, LLC since 2013. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning and investment management with an emphasis on long-term, total-return oriented portfolios using a mix of passive and active strategies, including ESG and carbon-screened options.

John Mullen is a financial advisor at RB Capital Management, LLC in Walnut Creek, CA, with 12 years of industry experience. He holds the Series 66 designation and also serves as an assistant at Crofton Capital Management, where he supports client meeting follow-ups and paperwork management. In addition, he operates as an insurance agent. RB Capital Management serves a range of individual and institutional clients, including high-net-worth individuals and retirement plans. The firm offers fee-based investment management focused on hedged strategies and managed fixed-income portfolios, combining equities, fixed income, and alternative investments with personalized portfolio construction and continuous monitoring.

Kevin Gray is a CFP® professional with 27 years of industry experience. He has been with Lodestar Private Asset Management LLC since 2009. Lodestar provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans. The firm employs a tactical asset allocation strategy combining passive and active investments, focusing on long-term holdings and tax considerations in taxable accounts, and manages approximately $1.34 billion in assets across five advisors.

Selma Hackett is a financial advisor at Capital Advantage, Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at J.P. Morgan Chase Bank and Kids Country. Capital Advantage, Inc. serves individual and high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities, offering discretionary investment management and financial planning services. The firm uses a combination of fundamental and technical analysis and employs a team-based approach with multiple advanced professional credentials.

Zachary Wolf is a financial advisor at Boltwood Capital Management with 10 years of industry experience. He holds a Series 65 credential and has worked at Boltwood Capital Management since 2015. Boltwood Capital Management is an employee-owned, SEC-registered investment adviser serving individuals, families, estates, foundations, endowments, and other institutions. The firm offers discretionary and non-discretionary portfolio management and financial planning, emphasizing a long-term, cycle-aware investment approach guided by a written Investment Policy Statement.

Joyce Moe is a financial advisor at Castle Rock Wealth Management, LLC with 29 years of industry experience. She holds a Series 63 designation and has worked with firms including J.W. Cole Financial and Financial Advisers of America. In addition to her advisory role, Moe serves as a special education teacher and is a board member of the Senior Advocacy Network, a nonprofit organization assisting seniors with legal needs. Castle Rock Wealth Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities through portfolio management, financial planning, and retirement plan consulting. The firm manages client accounts using a range of securities and strategies, including options and borrowing, and serves over 2,000 clients across six offices.

Angela Hager is a CFP®, CFA®, and Series 65 licensed advisor with 18 years of industry experience. She has been with Destination Wealth Management since 2010. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and various institutional entities. The firm employs a core-and-tactical allocation approach supported by thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Brent Herrera is a CFP®-credentialed financial advisor with Mutual of Omaha Investor Services, Inc., bringing seven years of industry experience. He has worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2018, with prior experience at Fremont Bank and as a partner at Jj's Pie Co. He serves as a director of the Dublin Chamber of Commerce. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes third-party money managers and a platform relationship with Envestnet to deliver managed solutions.

Albert Flores is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Sound Income Strategies since 2018 and Fortress Financial Group since 2014. Outside of his advisory roles, he is involved with Tier One Management Group, which focuses on the sale of fixed insurance products. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies combined with fundamental and technical analysis, providing both discretionary and non-discretionary portfolio management and specialized services such as family-office and special-needs planning.

Richard Von Hurst is a financial advisor at LifeMark Securities Corp. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LifeMark since 2018, following prior roles at Foresters Equity Services, Inc. and as an independent insurance agent. LifeMark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm emphasizes suitability-driven advice with risk assessments and manages accounts on both discretionary and non-discretionary bases, utilizing various managed account programs and platform tools.

Stephen Biggs is a CFP® and CFA® professional with 16 years of industry experience. He has worked at The Mather Group, LLC since 2022 and previously spent ten years at Hc Financial Advisors, Inc. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities with integrated financial planning, investment management, tax, and estate planning services. The firm uses an evidence-based investment approach, incorporating risk-based allocation models and tax-synchronized portfolio construction, along with customizable options such as direct indexing and ESG factor portfolios.

Shamitoj Sandhu is a financial advisor at Earned Wealth Advisors, LLC with no prior industry experience. He has worked as a senior tax accountant at Chahal & Associates LLC since 2014, dedicating a significant portion of his time to this role. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing a diversified, buy-and-hold investment approach supported by third-party consultants and an internal committee.

Michael Yoshikami is a Certified Financial Planner® with 29 years of industry experience. He has been with Destination Wealth Management since 2000. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a core-and-tactical allocation strategy informed by thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Brian Ambrose is a CFP® professional with 25 years of industry experience. He is affiliated with CreativeOne Securities, LLC and has held roles at Client One Securities, LLC and Ambrose Financial & Insurance Services LLC. He is also the owner of Ambrose Financial and Insurance Services, LLC, an insurance sales and fixed annuities firm. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management and offers a range of services including discretionary portfolio management and retirement-plan fiduciary services.

John Edelen is a financial advisor at BlueSpring Wealth Management, LLC with one year of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Bedell Frazier Investment Counselling, Inc. for 16 years. Outside of his advisory role, he is also an insurance broker with Symmetry Financial. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process supported by its proprietary Sojourn™ application and offers specialized services including option overlays and hedging strategies for concentrated positions.

David Pender is a financial advisor at Compound Planning, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments from 2017 to 2024 and Ent Los Gatos from 2016 to 2017. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm employs a customized, risk-based investment approach using fundamental, technical, and modern portfolio theory analysis, and offers solutions including low-cost ETFs, direct indexing, and alternative strategies through third-party sub-advisors and technology partnerships.