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.

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.

Anthony Smith is a CFP® with six years of industry experience, currently serving as a financial advisor at Secure Investment Management, LLC. His prior experience includes roles at Lodestar Private Asset Management and JW Harrison Financial Inc. He is also licensed as a life insurance agent, providing insurance solutions to clients as needed. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning and discretionary portfolio management with a quantitative, factor-based investment approach centered on long-term, diversified allocations using low-cost funds and tailored portfolio strategies.

Michael Lent is a financial advisor at Veris Wealth Partners, LLC in Oakland, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Veris Wealth Partners since 2007. Lent serves as a trustee of The Edward Hazen Foundation and has held board positions on nonprofit organizations including Lotus Fine Arts, Inc. and CISPES Education Fund. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing discretionary and non-discretionary investment management, OCIO services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies with an emphasis on ESG analysis and an Inclusion and Belonging framework.

Cole Durkin is a CFA® charterholder with nine years of industry experience. He has been with Insight Wealth Strategies, LLC since 2018, following two years at Lincoln Financial Advisors Corporation. Durkin holds a Series 66 license and is based in San Ramon, CA. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term, model-driven investment approach using proprietary portfolios alongside independent manager referrals, integrating fundamental, technical, quantitative, and sector analysis across diverse asset classes.

Martin Miller is a financial advisor at MA Private Wealth, LLC with 34 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2018. Outside of advising, he serves as CEO of Fly Big Blue, LLC, an aviation holding company. MA Private Wealth, LLC manages approximately $584 million for about 350 clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, and select entities. The firm employs a tailored, holistic investment approach focused on fundamental analysis and long-term strategies.

Bradley Haupt is a financial advisor with American Investors Company, holding a Series 63 designation and bringing 49 years of industry experience. He has been with American Investors Company since 2006 and also operates Allied Tax Planners, where he provides tax preparation, planning, and audit representation services. American Investors Company serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with investment advisory and financial planning services. The firm offers both discretionary and non-discretionary asset management, financial planning, 401(k) investment monitoring, and conducts evaluations of third-party money managers, combining broker-dealer and SEC-registered adviser activities.

Saul Greene is a financial advisor at Kaizen Financial Strategies, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Kaizen since 2018, following prior roles at Cyberpress and Waddell & Reed. In addition to his advisory work, he is licensed as an insurance agent. Kaizen Financial Strategies serves individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations by providing financial planning, retirement plan consulting, and asset management. The firm employs a multifaceted investment approach that includes fundamental and technical analysis, and offers managed accounts with advanced strategies such as options and margin.

Timothy Raftis is a CFP® professional with 35 years of industry experience. He is currently with Insight Wealth Strategies, LLC, where he has worked since 2021. His prior experience includes roles at B|O|S, Bank of America, and Merrill. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and institutions. The firm employs a long-term, model-driven investment process utilizing proprietary portfolios, low-cost ETFs, individual stocks, and alternative holdings, along with a detailed marketing and reporting program.

Evan Nelson is a CFP® professional with nine years of industry experience. He has been with Nelson Capital Management, LLC since 2014. Nelson Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other investment advisers. The firm offers comprehensive portfolio management, written financial planning, and retirement plan asset-management services using a fundamental analysis-based investment process that includes ETFs, mutual funds, individual stocks and bonds with both long- and short-term strategies.

Aneta Palica is a Series 66-licensed financial advisor with one year of industry experience, currently with Infinity Financial Services Advisory. Prior to joining the firm, she held roles at Unilever, Akzonobel, BNP Paribas, and State Street. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients through a team of 35 advisors. The firm serves individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that includes various analytic techniques and both long- and short-term trading strategies.

Austin Lastinger is a CFP® with nine years of industry experience, currently serving as a financial advisor at Bailard, Inc. since 2016. He holds a Series 65 license and is based in Foster City, California. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals and pension plans. The firm employs an active multi-asset diversification approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable investing options upon request.

Archana Turaga is a financial advisor at Summitry, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Aspiriant LLC, Yellow Brick Road Financial Advisors LLC, and Carlton Pace Wealth Management. Summitry serves individuals and high-net-worth clients, as well as trusts, pension and profit-sharing plans, and investment companies. The firm uses a research-driven, bottom-up investment approach combining internally managed core strategies with independent managers and alternative approaches, while also advising a registered mutual fund.

Glenn Davis is a CFA® charterholder with 30 years of industry experience, currently serving at Bailard, Inc. since 1991. He previously worked at Bailard Fund Services, Inc. from 1991 to 2018. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm employs an active multi-asset approach combining quantitative models, fundamental research, and qualitative judgment, with offerings in sustainable and impact investing, and serves as both a sub-adviser and a manager of affiliated pooled vehicles.

Michael Faust is a CFA® charterholder with 24 years of industry experience. He has been with Bailard, Inc. since 2008, including five years in his current role. His career spans positions within Bailard Fund Services, Inc. outside of their asset management platform. Bailard provides wealth and asset management services to both individual and institutional clients, employing an active, multi-asset approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base that includes high-net-worth individuals, endowments, foundations, and pension plans, and offers sustainable and impact investing options upon request.

James Vandevoorde is a financial advisor at Summitry, LLC with 30 years of industry experience. He holds the Series 65 designation and previously worked at Vantage Wealth for 33 years before joining Summitry in 2026. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other investment advisers. The firm emphasizes a research-driven, bottom-up investment approach and offers discretionary portfolio management, financial planning, model equity strategies, third-party manager selection, and advisory services to a registered mutual fund.

Richard Larsen is a Series 65-licensed advisor with Team Hewins, LLC in Foster City, CA, bringing two years of industry experience. Prior to joining Team Hewins, he worked at Insight Global in various roles from 2019 to 2024. Team Hewins advises individuals, families, trusts, business entities, charitable organizations, and retirement plans, offering investment advisory, financial planning, and retirement plan consulting services. The firm’s investment approach is grounded in asset-allocation principles based on Modern Portfolio Theory and includes both discretionary and non-discretionary management, with a notable focus on serving state and municipal employee benefit plans.

Joseph Watson is a financial advisor with Wealth Watch Advisors, Inc. He holds Series 63 and Series 65 licenses and has eight years of experience at Wealth Watch Advisors. Watson is also president of Shield Financial & Insurance Services, where he provides clients with insurance solutions for asset preservation, and co-owner and president of Wealth Spring Financial Network, a firm that recruits and mentors agents. He serves on the Board of Advisors for the Institute of Business & Finance and participates in short-term mission work through a local missions committee. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a mixed investment approach using third-party model managers and a combination of quantitative, qualitative, and technical analysis, offering services ranging from portfolio management to financial planning and consulting.

Mary Bersot is a CFA® charterholder with 20 years of industry experience. She spent 20 years at BERSOT Capital Management, LLC before joining Bailard, Inc. in 2025. Bailard provides wealth management and asset management services to individual and institutional clients, offering financial planning and discretionary portfolio management across multi-asset and single-asset strategies. The firm employs an active, multi-asset approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options upon client request.

Timothy Mansell is a CFP®-certified financial advisor with 38 years of industry experience, currently affiliated with PFG Advisors. His prior experience includes roles at OSAIC, Securities America, Inc., and Wells Fargo Advisors. Mansell also works as an insurance agent, selling various life insurance products and annuities to his clients. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm uses a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing.