Samara Hanson Velloo is a Series 66 licensed financial advisor at Elevation Wealth Partners, LLC with two years of industry experience. Her prior roles include positions at Morgan Stanley, Global Retirement Partners, and LPL Financial. Elevation Wealth Partners is a six-advisor team serving individuals, families, high-net-worth clients, small businesses, pension and profit-sharing plans, trusts, and estates. The firm provides fee-only discretionary portfolio management and comprehensive financial planning, emphasizing long-term, academically informed strategies and integrated tax and accounting services.

Alexis Olian is a CFP® professional with 10 years of experience in financial advising. She currently works with Treehouse Wealth Advisors and previously spent 12 years at The Humphreys Group. Treehouse Wealth Advisors manages approximately $597 million for individual and high-net-worth clients, pension and charitable entities, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial consulting, and wealth planning services, utilizing a combination of technical and fundamental analysis alongside AI-supported research under human supervision.

Joshua Schefers is a CFP® professional with 18 years of industry experience. He is affiliated with Valley Wealth Strategies, LLC and has previously worked with LPL Financial and National Planning Corporation. He also operates Zuk Financial Group. Valley Wealth Strategies, LLC serves individuals, families, trusts, small businesses, and charitable organizations by providing customized investment management and financial planning services. The firm employs a primarily long-term investment approach and manages a significant portion of assets on a non-discretionary basis.

Adrian Azofeifa is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Liberty Wealth Management, he worked at OBI Capital and has experience in insurance and annuities through his role at Lifetime Planning Marketing, Inc. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm combines centrally developed and Adviser Representative–developed strategies, emphasizes diversification across traditional and private-market investments, and offers a range of client services including discretionary and non-discretionary portfolio management.

Frederic Devinney is a Series 63-licensed financial advisor with American Investors Company in Walnut Creek, CA, where he has worked since 1994. He has 59 years of industry experience, including operating as an independent insurance agent specializing in term life insurance. American Investors Company provides investment advisory and financial planning services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary management, financial planning, 401(k) consulting, and uses a combined broker-dealer and SEC-registered adviser structure.

Jared Harper is a financial advisor with Malakoff Wealth in Danville, CA, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2020 and has also been involved with Metis Technology Solutions since 2019. Outside of his advisory role, he provides administrative support to Malakoff Wealth. Malakoff Wealth offers financial planning and consulting services to individuals, trusts, nonprofit organizations, banks, business entities, and pension/profit-sharing plans. The firm focuses on fundamental analysis and manager evaluation, providing advice through hourly, fixed-fee, or retainer arrangements while referring clients to LPL Financial for investment implementation and portfolio supervision.

Roger Coit is a financial advisor at American Investors Company with 55 years of industry experience. He holds a Series 63 designation and has been with American Investors Company since 1994. In addition to his advisory role, Coit is involved in several business activities related to real estate consulting and managing real estate enterprises in Walnut Creek, CA. 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 operates as both a registered broker-dealer and an SEC-registered adviser, offering a range of services including asset management, financial planning, 401(k) consulting, and seminars.

Stanislav Godsky is a CFP® with 10 years of industry experience, currently serving as an advisor at Liberty Wealth Management, LLC. He has worked at Liberty Wealth Management since 2018 and AE Financial Services, LLC since 2020. Outside of his advisory role, he is a licensed insurance agent involved in insurance sales and services through Lifetime Marketing & Planning, Inc. Liberty Wealth Management offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, employing a blended investment approach that combines centrally developed and advisor-created strategies with an emphasis on diversification across traditional and private-market investments.

Anita Singh is a CFP® and holds a Series 66 license, currently serving as an advisor at Meridian Investment Counsel, Inc. in Lafayette, CA, with five years of industry experience. She has been with Meridian since 2022 and also has a long-standing role with Arbonne. Outside of her advisory work, she provides bookkeeping services for a workers' compensation law firm in Walnut Creek. Meridian Investment Counsel offers discretionary investment management and financial planning primarily to individuals, families, trusts, non-profit organizations, and retirement plans. The firm employs a tax-aware, conservative growth strategy with fundamental security analysis and in-house portfolio management.

David Gemmer is the founder of Gemmer Asset Management LLC in Walnut Creek, CA, where he has worked for over 40 years since 1992. He has an interest in Crew Wine Co., dedicating less than 5% of his time to this business. Gemmer Asset Management provides discretionary portfolio management to individuals, trusts, retirement plans, and small businesses, managing over $2.3 billion across approximately 1,270 clients. The firm emphasizes asset allocation and longer-term holdings using no-load mutual funds and ETFs, with a dedicated Social Strategy to limit fossil fuel exposure, and commonly works through unaffiliated sub-advisors who manage client relationships.

Stephanie Nehmens is a financial advisor at North Berkeley Wealth Management, LLC with one year of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Arta Finance, Finix Payments, Secfi Securities, Homepoint Financial, LendingClub, and JP Morgan Chase & Co. North Berkeley Wealth Management provides comprehensive financial planning and investment management to a diverse client base, using customized asset allocation and a combination of passive and active strategies. The firm manages approximately $829.7 million in client assets, primarily on a discretionary basis.

Daniel Nakahara is a financial advisor at North Berkeley Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with North Berkeley Investment Partners, LLC since 2015. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning and investment management, emphasizing long-term, total-return oriented portfolios that combine passive and active strategies, with options for ESG and carbon-screened investments.

John Hayman is a financial advisor with Capital Advantage, Inc. in Walnut Creek, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Capital Advantage since 1998. Capital Advantage, Inc. serves individual and high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management and financial planning services. The firm employs a team approach, using a combination of fundamental and technical analysis, and manages portfolios with a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

Tonya White is a financial advisor with CSP Financial Group LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has held roles at multiple firms and is involved in creating a financial education course focused on heart, soul, and spirituality. Tonya also participates in non-investment ventures including essential oil sales and leading wellness workshops. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory, asset allocation, and uses third-party managers while also managing held-away workplace accounts with tax-efficient strategies.

David Wissinger is a financial advisor at Lewis Asset Management with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mechanics Bank for 17 years. Lewis Asset Management is a registered investment adviser serving individuals, high-net-worth clients, and pension or profit-sharing plans. The firm emphasizes long-term trading with diversified portfolios using exchange-traded funds and no-load mutual funds, managing accounts on a discretionary basis with regular reviews and quarterly rebalancing.

Catherine Wright is a financial advisor at Gemmer Asset Management LLC with two years of industry experience. She holds a Series 65 designation and has prior experience at The University of Alabama and in educational and athletic organizations. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets, serving individuals, trusts, retirement plans, corporations, nonprofits, and fiduciaries. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers discretionary portfolio management, and maintains a dedicated Social Strategy using ESG scores and quantitative fossil-fuel exposure measures.

Katie Raasch is a financial advisor at Malakoff Wealth with three years of industry experience. She holds a Series 66 designation and has prior work experience with LPL Financial, California Baptist University, and the City of Dublin. Outside of her advisory role, she has worked as a babysitter since 2017. Malakoff Wealth provides financial planning and consulting services to individuals, trusts, nonprofits, banks, business entities, and pension/profit-sharing plans. The firm produces written financial plans with periodic reviews and refers clients to LPL Financial for investment implementation and portfolio supervision.

Stephen Schliesser is a CFP® and Series 63 credentialed financial advisor with 40 years of industry experience. He has been with The Pacific Center For Financial Services since 1997 and previously worked at Cetera Wealth Services, LLC. In addition to his advisory role, Schliesser serves as treasurer and CFO for local homeowners associations and is involved in mortgage brokering and residential real estate referrals. The Pacific Center for Financial Services advises individuals, high-net-worth families, family trusts, and retirement accounts, offering financial planning, consulting, and investment management services. The firm manages over $1 billion in assets, employing a diversified, asset-allocation-based approach that includes mutual funds, stocks, ETFs, and bonds, with regular performance monitoring and client review.

Kenneth Wilkinson is a financial advisor with Harvest Investment Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Harvest Investment Services since 2012 and has operated his own advisory and insurance agencies since 1990. Outside of his advisory role, Wilkinson manages an estate and financial consulting business that assists with estate document preparation and fee-based financial planning. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions through discretionary portfolio management, financial planning, and pension consulting. The firm employs customized portfolios and model-based strategies, including active tactical approaches and a blend of fundamental, technical, and quantitative analyses.

Corinna Rose is a financial advisor at Bell Investment Advisors Inc with one year of industry experience. She holds a Series 65 designation and previously worked at LPL Financial and Ellis Retirement Services. Outside of finance, she operated Corinna Rose Photography for six years. Bell Investment Advisors is an SEC-registered firm providing discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients. The firm customizes investment recommendations based on clients’ financial circumstances and goals, offering ongoing account monitoring and specialized planning services.