James Sutton is a financial advisor at Echo45 Advisors LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch and Morgan Stanley. Outside of his advisory role, he is a passive investor in property technology and land development ventures through Land Club LLC and Land Club Sutter Creek LLC. Echo45 Advisors LLC serves individuals, trusts, pension and profit-sharing plans, professional fiduciaries, and business entities, managing approximately $194.9 million in discretionary assets. The firm offers comprehensive wealth management and investment services, employing diversified portfolios and a model-driven Auto Pilot service, alongside distinctive operational features such as affiliated tax and aviation subsidiaries.

Eric Loofbourrow is a financial advisor with American Investors Company, holding a Series 66 designation and 11 years of industry experience. He has been with American Investors Company since 2015. Outside of finance, he has experience as a self-employed piano and organ player. 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 offers a range of services including asset management, financial planning, retirement plan consulting, and seminars, operating with a combined broker-dealer and SEC-registered adviser structure.

David Gillimore is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Lifetime Marketing and Planning, Inc, AEFS, Bennion Deville Homes, Keller Williams Realty, and Emerson Equity LLC. He is also engaged as an insurance agent with Lifetime Marketing and Planning, Inc. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed and advisor-developed investment strategies and integrates quantitative and fundamental analysis to build diversified portfolios, including private market investments.

Michael Hullen is a CFP® and PFS™ credentialed advisor at Liberty Wealth Management, LLC with 32 years of industry experience. He has been with Liberty Wealth Management since 2018 and also owns and operates Hullen Accountancy LLP, a CPA firm specializing in tax planning and preparation. He has held roles at AE Financial Services, LLC and Granite Bay Asset Management among others. Liberty Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and corporations. The firm employs a combination of centrally developed models and advisor-driven strategies, utilizing quantitative and fundamental analysis to build diversified portfolios and integrates third-party managers while providing comprehensive financial planning and educational services.

Chad Franck is a financial advisor at The Pacific Center For Financial Services with 24 years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, LLC for 13 years and at The Pacific Center For Financial Services for over 25 years. Outside of his advisory work, he is also a licensed mortgage broker specializing in first and second mortgages, including FHA loans. The Pacific Center For Financial Services provides financial planning, consulting, and investment management to individuals, including high-net-worth families and family trusts. The firm emphasizes asset allocation and long-term diversification with a range of investment vehicles and actively monitors portfolios with regular reviews.

Joseph Mcdonough is a financial advisor at Lewis Asset Management with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at BlackRock and Mechanic's Bank. Lewis Asset Management is a registered investment adviser serving individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers discretionary portfolio management and standalone financial planning, focusing on long-term trading and diversified portfolios that typically include exchange-traded funds and no-load mutual funds.

Scott Horton is a Certified Financial Planner® with 24 years of industry experience. He has been with J.P. King Advisors, Inc. since 2008 and is a shareholder and vice president of the firm. Outside of his advisory role, he operates a sole proprietorship selling annuities and other insurance products. J.P. King Advisors, Inc. provides comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, as well as trusts, estates, pension plans, charitable organizations, and businesses. The firm emphasizes risk management and strategic asset allocation through globally diversified portfolios, primarily using no-load mutual funds and ETFs.

Sean O'Brien is a financial advisor at Echo45 Advisors LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Central Valley Advisors, Raymond James Financial Services, Bank of America, and Merrill. Outside of advising, he serves as a volunteer board member for the Salvation Army in Sacramento. Echo45 Advisors serves individuals, trusts, retirement plans, and business entities with comprehensive wealth management, discretionary investment management, and retirement plan consulting. The firm combines multiple analytical methods with various portfolio implementation strategies and offers both automated and customized investment services.

Brian Stormont is a CFP® with 25 years of industry experience. He has worked at Insight Wealth Strategies, LLC since 2018, and previously held roles at Mutual Securities, Inc. and Lincoln Financial Advisors. He 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 process using low-cost ETFs, individual stocks, and alternative holdings, with a focus on documented model strategies and educational programs.

Dawnalizabeth Henke is a Series 65-licensed financial advisor at Capital Advantage, Inc. in Walnut Creek, CA, with 18 years of industry experience. She has been with Capital Advantage since 2006. 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. The firm uses a combination of fundamental and technical analysis and manages portfolios using mutual funds, ETFs, individual equities, and fixed income, with regular account reviews and a team-based approach.

Michael Lin is a financial advisor with New Insight Wealth Advisors in San Ramon, CA, holding a Series 66 license and 21 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 15 years before joining New Insight Wealth Advisors and Purshe Kaplan Sterling Investments. Outside of his financial advisory role, he owns and directs Michael Lin Workshop, a video and media production business. New Insight Wealth Advisors provides discretionary asset management, retirement-plan consulting, and financial planning services to individual and high-net-worth clients, trusts, estates, and business entities. The firm employs a multi-disciplinary investment process utilizing a broad range of instruments and offers ongoing portfolio monitoring and periodic rebalancing.

Jonathan Gonzalez is a financial advisor at J.P. King Advisors, Inc. in Walnut Creek, CA, holding a Series 65 designation with seven years of industry experience. He has been with J.P. King Advisors since 2010. J.P. King Advisors provides comprehensive financial planning and discretionary portfolio management to individual and high-net-worth clients, as well as various institutional entities. The firm’s investment approach focuses on risk management and strategic asset allocation using globally diversified portfolios, with oversight from an internal Investment Committee.

David Espineira is a CFP® with 10 years of industry experience, currently serving as an advisor at Burton Enright Welch since 2015. He holds a Series 66 license and is based in Walnut Creek, CA. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and business entities. The firm manages approximately $1.246 billion in assets for around 610 clients, using a disciplined four-step investment process that combines active and passive strategies with ongoing portfolio monitoring.

Adam Mc Nulty is a CFP® with 38 years of industry experience and is currently affiliated with Liberty Wealth Management, LLC. He has worked at Liberty Wealth Management since 2018 and previously at AE Financial Services, LLC. Outside of advisory work, he is the founder and president of East Bay Flag Football, a nonprofit flag football club for children. Liberty Wealth Management, LLC is an SEC-registered advisory firm that serves individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed models and advisor-developed strategies, using quantitative and fundamental analysis to construct diversified portfolios that may include mutual funds, ETFs, fixed income, real estate, and private market investments, while also integrating third-party managers and offering client education programs.

Sarah Smith is a financial advisor at Willow Grove Advisors, LLC in Berkeley, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Willow Grove Advisors in 2022, she worked at Marin Theatre Company and the University of Puget Sound. Outside of finance, she has experience in theatrical arts and corsetry. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for individual and high-net-worth clients. The firm combines technical and economic analysis with strategic asset allocation, offering customized portfolio management and integrating both private and public holdings for suitable investors.

Jordan Johal is a financial advisor with Liberty Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at the Bank of England and has been a co-owner of Golden State Auto Group, a non-investment-related auto wholesaler, since 2014. Johal also serves as an insurance agent for Lifetime Planning Marketing, Inc., a field marketing association offering insurance products. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and corporations. The firm employs a combination of centralized models and adviser-developed strategies, incorporating quantitative and fundamental analysis to build diversified portfolios, and offers a range of services including financial planning, investment management, and educational seminars.

Peter Fogarty is a financial advisor at Orca Investment Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Orca in 2026, he worked at Paulson Investment Advisors LLC and has been associated with Paulson Investment Company since 2015. Orca Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to deliver tailored investment strategies ranging from conservative capital preservation to equity-centric growth.

Kenneth Henson II is a CFP® professional with 12 years of experience in the financial industry. He is currently an advisor at Liberty Wealth Management, LLC and has held prior roles at firms including AE Financial Services, LPL Financial, and The Vanguard Group. Outside of his advisory role, he is an associate at Moore Financial Advice, a financial services firm, and holds a California insurance producer license. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and corporations. The firm combines centrally developed and advisor-developed investment strategies, employs quantitative and fundamental analysis, and integrates third-party managers to construct diversified portfolios.

Sean Kenmore is a CFP® with 17 years of industry experience and has been with Affinity Capital Advisors LLC since 2013. He holds the Series 66 designation and works out of Berkeley, CA. Outside of his advisory role, Kenmore is involved in real estate as a licensed broker and managing partner in multiple real estate and development ventures. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $851 million in assets across 531 client relationships. The firm combines fundamental, technical, and charting analysis to construct and monitor diversified portfolios, utilizing a variety of investment vehicles including options and alternative assets, and provides comprehensive financial planning, consulting, and specialized tax and retirement services.

Lorena Moudi is a financial advisor at Mission Creek Capital Partners, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley from 2013 to 2020. Mission Creek serves institutional and private clients, including pension plans, endowments, foundations, executives, entrepreneurs, state and municipal entities, and other registered advisers. The firm employs a core-and-satellite investment approach with fundamental company analysis and a top-down economic overlay, offering discretionary portfolio management, wealth planning, sub-advisory services, and specialized private equity distribution and post-venture management.