Joseph Harrison is a CFP® with 15 years of industry experience. He is currently a financial advisor at Lodestar Private Asset Management LLC and has prior experience with EP Wealth Advisors, LLC. Harrison also leads J. W. Harrison Financial Advisors, a practice he has managed since 2011. Lodestar Private Asset Management LLC serves individuals, trusts, estates, charitable organizations, small businesses, and select pension and profit-sharing plans, providing personalized financial planning and discretionary portfolio management. The firm employs a tactical asset allocation approach blending passive and active investments, emphasizing tax considerations and offering services including separate account management and quarterly portfolio reviews.

Ashley Souza is a financial advisor with The Pacific Center For Financial Services, holding a Series 66 designation and 20 years of industry experience. She has worked with Cetera Wealth Services, LLC for 13 years and has been with Pacific Center Financial Services since 2004. In addition to advisory work, she is involved in life, health, and long-term care insurance sales as part of her business activities. The Pacific Center for Financial Services advises individuals, high-net-worth families, family trusts, and retirement accounts, providing financial planning, consulting, and investment management services. The firm manages over $1 billion in assets and operates a Managed Account Program focused on diversified, asset-allocation-based portfolios using mutual funds, stocks, ETFs, and bonds.

Willard Folsom is a financial advisor with Castle Rock Wealth Management, LLC in Walnut Creek, CA, holding a Series 66 designation and 12 years of industry experience. He previously worked at Merrill Lynch from 2013 to 2018 and has been involved with Castle Rock Wealth Management since 2018. Outside of advising, Folsom owns and manages a corn farm and is an investor in a sales training video game company and a private retail club. Castle Rock Wealth Management serves individuals, trusts, estates, and business entities, managing approximately $521.8 million across about 1,882 clients. The firm employs a combination of fundamental and technical analysis with active trading strategies, offering comprehensive portfolio management and financial planning through a team of eight advisors.

Michael Holbrook is a CFP® with 36 years of industry experience, currently an advisor at Southland Equity Partners, LLC. His prior roles include positions at OSAIC, Fsc Securities Corporation, and Atandard. He is also the owner of Diablo Benefit Group, a business focused on employee benefits and insurance sales. Southland Equity Partners advises individuals, pension/profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm utilizes fundamental and technical analysis to create customized portfolios, managing nearly $900 million in discretionary assets as of year-end 2025.

Jamie Hargrave is a financial advisor with Prosperity Financial Group, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Prosperity Financial Group since 2015 and also serves as an independent insurance agent with CSI Financial Group. Additionally, Hargrave is the CEO and founder of Cadence Capital Investments, a commercial real estate investment agency. Prosperity Financial Group, Inc. provides asset management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, and business entities. The firm operates with a multi-adviser team structure and offers tailored portfolios using a range of investment methods and third-party money managers.

Sydney Kovacs is a financial advisor at Burton Enright Welch with five years of industry experience. She holds a Series 65 designation and has previously worked at Consilium Wealth Management and Cutting Edge Counsel. Early in her career, Kovacs was involved with Walnut Creek Presbyterian Church. Burton Enright Welch serves individuals, families, trusts and estates, pension and profit-sharing plans, and business entities by providing investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios through a disciplined, four-step process and acts as a fiduciary across approximately 612 client relationships with about $1.55 billion in assets under management.

Kellie Raasch is a CFP® professional with six years of industry experience, currently serving at Malakoff Wealth in Danville, CA. Her previous experience includes multiple roles at LPL Financial, LLC, and positions at KLS Logistics Services and Raasch, Inc. She is also a commissioned notary public. Malakoff Wealth offers financial planning and consulting services to individuals, trusts, nonprofits, banks, businesses, and pension/profit-sharing plans, focusing on written financial plans and periodic reviews without managing client assets or accepting custody. The firm’s approach emphasizes fundamental analysis, manager evaluation, and avoids frequent trading, offering advice through hourly, fixed-fee, or retainer engagements.

Diane Bourdo is a CFP® professional with 31 years of experience in financial advising. She has worked at The Humphreys Group for 36 years before joining Treehouse Wealth Advisors in 2025. Treehouse Wealth Advisors manages approximately $597 million for individual, high-net-worth, pension, charitable, and corporate clients. The firm provides personalized portfolio management and wealth planning services using a combination of technical and fundamental analysis, and integrates AI technology under human supervision to support investment research and management.

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.

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 worked at Lodestar Private Asset Management since 2009 and previously spent 12 years at Charles Schwab. Currently, he is also associated with EP Wealth Advisors, LLC. Lodestar Private Asset Management serves individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans, offering personalized financial planning and discretionary investment management. The firm employs a tactical asset allocation strategy combining passive and active investments, with attention to tax consequences, 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 has worked at Capital Advantage since 2019, following a two-year tenure at J.P. Morgan Chase Bank. Prior to her finance career, she worked four years at Kids Country. Capital Advantage, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a blend of fundamental and technical analysis with macroeconomic indicators to guide investment decisions and monitors client accounts on an ongoing basis.

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® and CFA® with 19 years of experience in financial advising. She has been with Destination Wealth Management since 2010 and previously worked at Vista Wealth Management, LLC and BPM Wealth Management, LLC. Destination Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary investment management and financial planning. The firm employs an asset-allocation driven investment process combining fundamental research with thematic long-term perspectives and offers alternative investment opportunities subject to committee oversight.

Brent Herrera is a CFP® with eight years of industry experience, currently affiliated with Mutual of Omaha Investor Services, Inc. He has worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2018, and previously at Fremont Bank and Jj's Pie Co. Herrera serves as a director of the Dublin Chamber of Commerce. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and Pershing, facilitating a range of managed account programs and model portfolios.

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.