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.

Anthony Ortale is a financial advisor at Insight Wealth Strategies, LLC with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Mutual Securities, Inc., Fisher Investments, and First Allied Securities, Inc. 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 multi-advisor model using proprietary model portfolios and a mix of fundamental, technical, quantitative, and sector analysis for long-term, model-driven investment strategies.

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.

Kyle Dennehy is a financial advisor at California Financial Advisors with four years of industry experience. He holds a Series 65 designation and has prior experience at KPMG and the University of California, Santa Barbara. California Financial Advisors is an SEC-registered firm that manages over $2 billion in client assets, serving individuals, charitable organizations, and businesses. The firm’s investment approach focuses on asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers, implementing strategies tailored to clients’ objectives and tax considerations.

Carol Wikle is a CFP® professional with 27 years of industry experience. She has been with Mirador Capital Partners since 2015. Outside of her advisory role, she holds an interest as a convertible promissory note holder in a fractional real estate business. Mirador Capital Partners serves individuals, trusts, pension and profit-sharing plans, and small businesses with portfolio management, financial planning, and retirement consulting. The firm employs a top-down fundamental investment approach supplemented by technical analysis and uses multiple proprietary strategies tailored to client needs.

Andrew Skinner is a financial advisor with Treehouse Wealth Advisors in Walnut Creek, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Garrison Point Advisors, LLC since 2018 and previously at San Francisco Sentry Investment Group and SF Sentry Securities, Inc. from 2011 to 2018. Outside of advisory work, Skinner is also licensed as an insurance agent, selling fixed life, fixed annuities, disability, and long-term care insurance. Treehouse Wealth Advisors provides discretionary and non-discretionary portfolio management, financial consulting, and comprehensive wealth planning to individual and high-net-worth clients. The firm employs a tailored investment approach that includes technical and fundamental analysis and offers estate, tax-integrated planning, family philanthropy, and trustee oversight services.

Ronald Yee is a financial advisor with American Investors Company, holding a Series 63 designation and 29 years of industry experience. He has been with American Investors Company since 1997. In addition to his advisory work, he is a licensed independent insurance agent, though he is not currently active in selling insurance. 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 combines broker-dealer and SEC-registered adviser functions, offering a range of asset management and financial planning services along with commission-based securities and insurance products.

Tyler Mullen is a Series 65 licensed advisor with Dixon Financial Services in Lafayette, CA, where he has worked since 2015. He has 10 years of industry experience and is part of a five-advisor team. Dixon Financial Services provides investment advisory services to individuals, trustees, charitable organizations, business owners, and corporations. The firm focuses on strategic asset allocation using mutual funds and ETFs within a Modern Portfolio Theory framework, managing over $1 billion in assets and emphasizing client education through performance reporting and sponsored seminars.

Sarah Leimenstoll is a financial advisor at Bell Investment Advisors Inc with six years of industry experience. She holds a Series 65 credential and has been with Bell Investment Advisors since 2016. Prior to that, she worked at Keep&Share from 2011 to 2016. Bell Investment Advisors is an SEC-registered firm that provides discretionary portfolio management and fee-based financial planning for individual and high-net-worth clients. The firm customizes investment recommendations based on clients’ financial situations and goals, offering specialized planning services such as retirement and real estate analysis.

Anna Hong is a ChFC® credentialed advisor with one year of industry experience, currently with New Insight Wealth Advisors in San Ramon, CA. She previously worked at Allmerits Asset, LLC and has been involved with KBP Financial & Insurance Marketing and Worthington Financial Partners since 2015 and 2018, respectively. Outside of her advisory role, she is an Associate Broker at Alliance Bay Realty, providing real estate planning and sales services. New Insight Wealth Advisors serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities, offering discretionary asset management, employer retirement-plan consulting, and financial planning. The firm employs a multi-disciplinary investment process using a broad range of instruments and provides ongoing portfolio monitoring and rebalancing.

Alex Soderberg is a financial advisor at Burton Enright Welch with four years of industry experience. He holds a Series 65 designation and previously worked at Peak 360 Wealth Management, Bryant University, Contra Costa County Office of the Sheriff, and River City Bank. 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 using a documented, four-step process and oversees approximately $1.55 billion in assets across about 612 client relationships.

Thomas Powers is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with California Financial Advisors and has worked at Foothill Securities, Inc. and Maloon, Powers, Pitre & Higgins LLC, where he has been since 1998. Outside of advising, he is involved in occasional term life insurance sales. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with investment supervisory services, financial planning, and consulting. The firm focuses on asset allocation, mutual fund and ETF analysis, and third-party manager due diligence, managing approximately $2 billion in assets through a compact advisory team.

Matthew Vera is a financial advisor at RPG Investment Advisory, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been with RPG Investment Advisory since 2014. RPG Investment Advisory provides portfolio management and financial planning services to high-net-worth individuals. The firm employs firm-developed model portfolios and combines fundamental and technical analysis to manage approximately $1.04 billion in client assets across discretionary and non-discretionary arrangements.

Sean O’Toole is a financial advisor with Penserra Wealth Management in Orinda, CA, holding a Series 66 designation and six years of industry experience. He previously worked at Maverick LTC, LLC for five years and Edward Jones for three years. Penserra Wealth Management, LLC is an SEC-registered investment adviser that provides discretionary portfolio management, pension consulting for employee benefit plans on a non-discretionary basis, and financial planning. The firm employs a mix of analytical approaches and implements strategies including asset allocation, ETFs, mutual funds, options, and alternative investments.

Aaron Karas is a CFP® with 18 years of industry experience, currently serving at Insight Wealth Strategies, LLC since 2018. He previously worked at Mutual Securities, Inc. and Lincoln Financial Advisors. Outside of his advisory role, he is a board member of Legacy The School of Sport Sciences and owns QB1 Advisors, where he provides holistic financial and talent management consulting for professional athletes. Insight Wealth Strategies offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, and institutions. The firm uses proprietary portfolios primarily composed of low-cost, diversified ETFs and individual stocks, employing a multi-disciplinary investment process that includes fundamental, technical, quantitative, and sector analysis.

Ronald Moore is a financial advisor at CS Planning Corp with one year of industry experience. He holds a Series 65 designation and previously worked at Arm, Inc. from 2010 to 2024. Moore is also the CEO and Chairman of the Board of NPV Growth & Income Fund, LLC, an investment-related business specializing in securities trading. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base. The firm employs a multi-advisor model and constructs broadly diversified portfolios using systematic strategies tailored to client risk tolerance and goals.

Stephen Block is a CFP® and CFA® with 20 years of experience in the financial industry. He currently works at Elevation Wealth Partners, LLC and previously spent 18 years at Phocas Financial. Elevation Wealth Partners serves individuals, families, and various institutional clients, providing fee-only discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and long-term, academically informed strategies, integrating tax and accounting services through in-house specialists.