Erica Arroyo is a financial advisor at MA Private Wealth, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at MA Private Wealth since 2018, following four years at Ameriprise Financial Services, Inc. MA Private Wealth, LLC manages approximately $584 million for about 350 clients, offering discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm serves individuals, families, trusts, and select entities, using a tailored, long-term investment approach based on fundamental analysis and detailed client profiling.

William Gordon is a Series 65-credentialed advisor with seven years of industry experience. He is currently with Cypress Wealth Services, LLC and previously worked at Perigon Wealth Management, LLC. Outside of his advisory role, he serves as Vice President of Business Development at The Business Advantage Group Ltd. Cypress Wealth Services manages approximately $1.34 billion on a discretionary basis for over 800 clients. The firm offers customized investment management, financial planning, and retirement plan consulting primarily to high net worth individuals, families, trusts, estates, and businesses.

Michael Maloon is a CFP® and ChFC® with 39 years of industry experience. He is affiliated with California Financial Advisors and has held roles at Foothill Securities and his own firm Maloon, Powers, Pitre & Higgins, LLC dba CFA. He also maintains insurance agent roles with Lincoln National Life Insurance Company and Jackson National Life Insurance Company, providing service for existing insurance and annuity business. California Financial Advisors is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses. The firm manages over $2 billion in assets and employs an investment approach that includes asset allocation, mutual fund and ETF analysis, and third-party manager due diligence tailored to client objectives and tax considerations.

Robert Valentine is a Series 66-licensed financial advisor with 14 years of industry experience. He has been with RPG Investment Advisory, LLC since 2014. The firm provides portfolio management and financial planning services primarily to high-net-worth individuals, managing approximately $1.04 billion in client assets. RPG uses firm-developed model portfolios and employs both fundamental and technical analysis to tailor investment strategies based on client objectives and risk tolerance.

Adrian Azofeifa is a financial advisor at Liberty Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at OBI Capital and in educational roles at San Diego State University and Moreau Catholic High School. Outside of advisory work, he is involved as an insurance agent with Lifetime Planning Marketing, Inc., a privately held insurance field marketing association. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm offers investment management, financial planning, and employee-benefit plan services, utilizing a combination of centrally developed models and adviser-developed strategies to construct diversified portfolios that incorporate mutual funds, ETFs, fixed income, real estate, and private market investments.

Tom O'Brien is a CFP® and ChFC® with 17 years of industry experience. He has worked at Vantage Wealth Management, LLC since 2020 and previously held positions at Securian Financial Services, Sgc, and Minnesota Life Insurance Co. from 2008 to 2020. Vantage Wealth Management serves individuals, including high-net-worth clients, as well as trusts, retirement plans, charities, corporations, and broker-dealers. The firm offers personalized financial planning and asset management, focusing on diversified portfolios with strategic and tactical adjustments across multiple investment platforms.

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.

Christopher Connolly is a financial advisor at Mirador Capital Partners with one year of industry experience. He holds a Series 65 designation and has prior experience at Stonecastle Land and Home Financial and Service Champions. Outside of his advisory role, he owns and operates CJC Lending Corp., a mortgage brokerage business. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses with discretionary portfolio management, financial planning, and estate-planning coordination. The firm employs a top-down fundamental investment approach supplemented by technical analysis and offers a range of asset-allocation models across public and private securities and alternative investments.

Stanislav Godsky is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Liberty Wealth Management, LLC. He has worked with AE Financial Services, LLC since 2018 and has been involved with Lifetime Planning Marketing, Inc. for over a decade as a licensed insurance agent. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm combines centrally developed models with advisor-developed strategies, offering diversified portfolios that include mutual funds, ETFs, fixed income, real estate, and private market investments, and integrates third-party managers while providing client education programs.

Brandy Navarro is a CFP®, ChFC®, and holds a Series 66 license with 24 years of industry experience. She has worked at LPL Financial LLC since 2014 and has been with Vantage Wealth Management, LLC since 2010. In addition to her advisory role, she is involved in insurance-related activities including life, disability, and long-term care insurance. Vantage Wealth Management serves individuals, trusts, retirement plans, charities, corporations, and broker-dealers, managing approximately $897 million in client assets through a seven-advisor team. The firm offers personalized financial planning and asset management with a focus on diversified portfolios using mutual funds and ETFs, employing both strategic rebalancing and tactical adjustments.

Joseph Garcia is a financial advisor at Mirador Capital Partners with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill Lynch and Bank of America prior to joining Mirador in 2019. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses by providing discretionary portfolio management, financial planning, estate-planning coordination, and plan-sponsor retirement consulting. The firm employs a top-down fundamental investment approach supplemented by technical analysis and offers a variety of asset-allocation models across public and private securities and alternative vehicles.

Michelle Higgins is a financial advisor at California Financial Advisors with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at the Wall Street Journal (Dow Jones) and Foothill Securities, Inc. Higgins is also a business owner and author, with profits from one of her books donated to college scholarships. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses. The firm manages over $2 billion in client assets and employs an investment approach focused on asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers.

Nicholas Powers is a financial advisor at California Financial Advisors with a Series 65 credential. He has professional experience including roles at Interactive Brokers and the Federal Reserve Bank of Chicago. He has been with California Financial Advisors since 2026. California Financial Advisors is an SEC-registered firm managing over $2 billion in assets for individuals, charitable organizations, and businesses. The firm’s investment approach includes asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers, with strategies tailored to clients’ objectives and tax considerations.

Michael Romanchak is a financial advisor with BCN Financial, Inc. in Alameda, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has previously worked at LPL Financial, Crown Capital Securities, LP, and Quest Securities, Inc. Outside of finance, he operates Michael Romanchak Photography, a web-based gallery selling his photographs. BCN Financial provides retirement plan advisory and financial planning services primarily to participants of employer-sponsored retirement plans and members of over 200 Police and Fire Department associations. The firm focuses on mutual funds and ETFs within employer plan options, combining fundamental, technical, and sentiment analysis with market timing to provide non-discretionary advice and detailed client reporting.

Robert Wells is a CFA® charterholder with six years of industry experience. He is currently an advisor at Selby Wealth Management and has previously worked at John W. Brooker & Co., CPAS, PC and Keating Consulting Group. Outside of finance, he has been involved in music licensing and performance since 1993 and works as a Music Licensing Consultant for Austin City Limits Enterprises, managing music publisher relations and licensing. Selby Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio construction using mutual funds, ETFs, and individual securities, and acts as a fiduciary for retirement accounts under ERISA/IRC.

Caroline Gorham is a CFP® at Neumann Capital Management with three years of industry experience. She has been with Neumann Capital Management since 2016. Neumann Capital Management is a fee-only wealth management firm managing approximately $630 million for around 191 clients, including individuals, high-net-worth individuals, trusts, and charitable organizations. The firm offers comprehensive and essential wealth management programs, employing strategic asset allocation, proprietary screening, and Monte Carlo simulations in its investment process.

Seongsoo Lee is a financial advisor at New Insight Wealth Advisors with 24 years of industry experience. He holds the Series 66 designation and previously worked for Ameriprise Financial Services, Inc. for 17 years before joining New Insight Wealth Advisors in 2022. New Insight Wealth Advisors serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities by providing discretionary asset management, employer retirement-plan consulting, and financial planning. The firm uses a multi-disciplinary investment approach that includes fundamental, quantitative, technical, sector, and cyclical analysis, offering tailored portfolio advice with ongoing monitoring and periodic rebalancing.

John Cordano is a financial advisor at California Financial Advisors with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Foothill Securities, Inc. and Maloon, Powers, Pitre & Higgins, LLC, along with over three decades in sales and renewals of fixed annuities, life, and disability insurance. Outside of advisory work, he is involved in insurance sales. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses by providing investment supervisory services, financial planning, and consulting. The firm’s investment approach emphasizes asset allocation, mutual fund and ETF analysis, and due diligence of third-party managers, with portfolios reviewed quarterly and managed according to clients’ objectives and risk tolerance.

Andrew Agosta is a CFP® with 17 years of industry experience, currently serving at Prosperity Financial Group, Inc. in San Ramon, CA. He has previously worked at First Trust Portfolios, L.P. for 11 years and holds the Series 66 designation. He is also vice president of Prosperity Financial Group. Prosperity Financial Group is a team of seven advisors managing approximately $503 million in discretionary assets for individuals, trusts, estates, and business entities. The firm offers customized asset management and financial planning services, with portfolios that may include a range of securities and employs third-party money managers as part of its investment approach.

Matthew Shibata is a CFA® charterholder with 17 years of industry experience. He has been with Morling Financial Advisors, LLC since 2009. The firm serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations, offering discretionary investment management, financial planning, and pension/retirement plan consulting. Morling Financial Advisors typically implements portfolios using index-based strategies, mutual funds, ETFs, equities, fixed income, and alternative vehicles, while maintaining client relationships and monitoring through a team of 15 advisors.