Bridget Harkins is a CFP® with 12 years of industry experience and is currently an advisor at Wheels Up Wealth, Inc., where she has worked since 2020. Prior to that, she spent three years at Dimensional Fund Advisors LLC. Wheels Up Wealth serves individual and high-net-worth clients by providing comprehensive financial planning and discretionary investment management, using a long-term, passive investment approach grounded in Modern Portfolio Theory. The firm integrates held-away assets into its portfolio management through third-party aggregation and employs automated rebalancing for certain client segments.

Dustin Blodgett is a CFP® professional with 13 years of industry experience, currently serving at Insight Capital Management. His prior roles include positions at Independent Financial Group, Arkadios Capital, and AccuVest Global Advisors among others. Outside of his advisory work, he holds a role as a term life insurance agent providing coverage to clients as needed. Insight Capital Management is an SEC-registered advisory firm serving individual and high-net-worth clients, trusts, and foundations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and educational workshops, tailoring investment strategies to client goals and risk tolerance using a combination of fundamental and technical analysis.

Ronald Hunt is a financial advisor at Hunt Wealth Management in Concord, CA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sowell Financial Services, LLC and Concert Wealth Management, Inc. since 2017, he has been with Hunt Wealth Management. Hunt Wealth Management provides discretionary investment advice and portfolio management to individual clients, tailoring recommendations based on each client’s financial profile. The firm manages approximately $110 million in discretionary assets for about 180 clients and focuses on diversified portfolios with an emphasis on limiting transaction costs and tax impacts through infrequent trading.

Ian Tongol is an advisor at Investment Growth Management, Inc. with one year of industry experience. His prior work history includes positions at Armanino LLP, Century Group, and Robert Half. Outside of his advisory role, he is also involved with ECA Marketing. Investment Growth Management provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth households, as well as business retirement-plan sponsors and participants. The firm focuses on long-term, diversified portfolios combining equities, fixed income, mutual funds, and individual securities, and offers additional services such as personal cash-flow tracking and educational presentations.

Kory Swekla is a CFA® charterholder with 25 years of industry experience and has been with Ascension Wealth Partners, LLC since 2008. He holds the Series 65 license and is based in Pleasant Hill, CA. Ascension Wealth Partners provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm manages approximately $127.8 million for 43 client households, focusing on broad global diversification primarily through indexed and tax-managed mutual funds and ETFs, guided by personalized Investment Policy Statements.

Michael Sappington is a financial advisor with Ascension Wealth Partners, LLC in Pleasant Hill, CA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Ascension Wealth Partners since 2008. Ascension Wealth Partners provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm manages approximately $127.8 million for 43 client households, focusing on broadly diversified portfolios using registered mutual funds and exchange-traded funds, with an emphasis on indexed and tax-managed funds.

Alexander Tsuruda is a financial advisor at D & T Financial Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at D & T Financial Advisors since 2025, as well as at Downs & Tsuruda, Inc. since 2020. In addition to his advisory role, he operates a tax accounting firm, Jackson Downs & Tsuruda CPA's, where he prepares individual and entity tax returns and provides bookkeeping services. D & T Financial Advisors provides discretionary investment management and retirement plan advisory primarily for individuals, including high net worth clients, as well as trusts, qualified retirement plans, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach focusing on diversified, low-turnover, passively managed asset-class funds with a buy-and-hold strategy.

Brian Kavanaugh is a financial advisor at Archvest Wealth Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archvest since 2021. Prior to joining Archvest, he was involved in acting and coaching from 2019 to 2021 and has performed occasionally on television. Archvest Wealth Advisors serves individuals, including high-net-worth and ultra-high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, investment management, retirement plan advisory, and family office services, managing approximately $330 million in client assets as of December 31, 2024.

Jill Shibuya is a CFP® with seven years of industry experience, currently serving as an advisor at Archvest Wealth Advisors, Inc. in Concord, CA, where she has worked since 2017. Prior to joining Archvest, she was self-employed from 2014 to 2018. Archvest Wealth Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and a private fund. The firm offers financial planning, investment management, retirement plan advisory, and family office services, managing approximately $330 million in client assets as of December 31, 2024. Their investment approach involves tailored portfolios using fundamental and cyclical analysis with ongoing monitoring and quarterly reviews.

James Brandon is a financial advisor at Exemplar Wealth Advisors, LLC with three years of industry experience. He holds Series 65 and Series 66 designations and has worked previously at Wealth Enhancement Group, JDA TSG, EY/Tapfin, Taxfyle, My Secure Advantage, Intuit, and H&R Block. Exemplar Wealth Advisors, LLC provides portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of analytical approaches and modern portfolio theory, often incorporating third-party managers, to manage discretionary portfolios aligned with documented client goals and risk tolerances.

Noah Intara is a financial advisor at MultiPolar Capital LLC with nine years of industry experience. He holds Series 66 and Series 65 licenses and has worked at firms including Graphene Capital LLC, SB Value LP, and LPL Financial. Noah’s career spans roles in both advisory and capital management firms. MultiPolar Capital LLC provides discretionary investment management primarily to individuals, retirement accounts, trusts, and legal entities using a single, research-driven multi-asset strategy focused on a five-year investment horizon. The firm manages client assets on a fully discretionary basis with an emphasis on long-term performance and risk management.

Michael Redlick is a financial advisor with Investment Growth Management, Inc. in Clayton, CA, holding 10 years of industry experience. He has worked at Investment Growth Management since 1990 and has operated a residential appraisal business since 2009. Redlick performs residential appraisals for lenders as a sole proprietor alongside his advisory role. Investment Growth Management provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth households, as well as business retirement-plan sponsors and participants. The firm emphasizes long-term, diversified portfolios designed to manage volatility and pursue capital growth and income, supplemented by educational presentations and comprehensive client reporting.

Francisco Guerra is a CFP® with nine years of industry experience, currently serving at Solano Wealth Advisors. His prior roles include positions at Wells Fargo Bank and Clearing, as well as LPL Financial. Solano Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes asset allocation and fundamental analysis, managing client accounts on a discretionary basis with an investment approach that incorporates mutual funds, ETFs, equities, fixed income, and structured products.

Michael Chapman is a financial advisor at Insight Capital Management with a Series 65 designation and experience starting in 2024. Prior to joining Insight Capital Management, he worked at Elm Acres Inc. and Acquivest Inc. Insight Capital Management is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as trusts, foundations, and other entities. The firm manages approximately $330 million across about 374 client relationships and offers portfolio management, financial planning, and educational workshops, using a combination of fundamental and technical analysis tailored to clients’ goals and risk tolerance.

Kelby Houston is a financial advisor at API Capital, LLC in Concord, CA, holding a Series 65 designation with one year of industry experience. He is also a partner and accountant at API Accounting, Tax & Advisory, Inc., a role he has held since 2014. API Capital, LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, employing a diverse range of investment strategies and analytical methods. The firm integrates its affiliation with an accounting practice into its services while maintaining a small team structure.

Gary Downs is a Personal Financial Specialist (PFS™) with 28 years of industry experience. He has been with D & T Financial Advisors, Inc. since 2002 and is also a partner at Jackson, Downs & Tsuruda CPA's, where he provides accounting, tax, and financial consulting services. D & T Financial Advisors offers discretionary investment management and retirement plan advisory primarily for individuals, trusts, qualified retirement plans, charitable organizations, and businesses. The firm employs a diversified, low-turnover, passively managed investment approach based on Modern Portfolio Theory and maintains a close affiliation with an accounting practice through its licensed CPA principals.

Allan Yam is a CFP® with four years of industry experience, currently serving as an advisor at Paraiba Wealth Management LLC. He has been self-employed since 2008 and joined Paraiba Wealth Management in 2022. Paraiba Wealth Management provides asset management and financial planning services primarily to high net worth individuals and families. The firm utilizes customizable model portfolios and a mix of analytical methods to manage client accounts, offering both bundled ongoing financial planning and standalone planning engagements.

Peter Morton is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Hawkins Investment Counsel, LLC with six years of industry experience. His prior roles include positions at First Republic Investment Management, J.P. Morgan Securities, and the CFA Institute. Hawkins Investment Counsel provides investment management and financial planning services to individuals, families, businesses, trusts, and institutional clients. The firm implements a top-down economic analysis and a research-driven approach to construct diversified, non-discretionary portfolios tailored to client goals.

Frances Harkins is a CFP® and Series 66-licensed advisor with 25 years of industry experience. She has worked at Wheels Up Wealth, Inc. since 2020 and previously spent seven years at North Capital Inc. and twelve years at Grossman Financial Management. Outside of her advisory role, she has been involved in managing real estate investments as a trustee of the Harkins Family Trust. Wheels Up Wealth serves individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm employs a long-term investment approach based on Modern Portfolio Theory, using primarily passive index mutual funds and ETFs, and integrates held-away asset management through third-party order management systems.

Andrew Mendonca is a financial advisor at D & T Financial Advisors, Inc. with two years of industry experience. He holds a Series 65 credential and has worked at Jackson Downs & Tsuruda since 2020 and Bank of America from 2018 to 2020. Outside of his advisory role, Mendonca is involved with Jackson Downs & Tsuruda CPA's, a tax accounting firm, where he prepares taxes and accounting. D & T Financial Advisors provides discretionary investment management and retirement plan advisory primarily for individual clients, trusts, qualified retirement plans, charitable organizations, and businesses. The firm follows a Modern Portfolio Theory-based investment approach focused on diversified, low-turnover, passively managed asset-class funds with a buy-and-hold strategy and maintains a close affiliation with an accounting practice.