Jeffrey St. Claire is a financial advisor at Blume Capital Management, Inc. in Berkeley, CA, holding a Series 65 designation with 12 years of industry experience. He has been with Blume Capital Management since 2004. Blume Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, pension plans, charitable foundations, and private investment funds. The firm emphasizes a long-term, value-oriented equity approach combined with diversified asset allocation and the treatment of cash as an asset class, using mutual funds, ETFs, individual securities, and alternative investments for qualified clients.

David Potts is a financial advisor at Dixon Financial Services with 8 years of industry experience. He holds a Series 66 designation and has worked at Dimensional Fund Advisors since 2017. Prior to that, he was affiliated with Santa Clara University from 2013 to 2017. Dixon Financial Services provides investment advisory services to individuals, trustees, charitable organizations, business owners, and corporations. The firm emphasizes strategic asset allocation using mutual funds and ETFs, applying Modern Portfolio Theory and relying heavily on Dimensional Fund Advisors funds, with a focus on client education through formal simulations, performance reporting, and sponsored seminars.

Samara Hanson Velloo is a financial advisor at Elevation Wealth Partners, LLC with two years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley, Global Retirement Partners, and LPL Financial. Prior to her advisory roles, she was employed at Blasingame Family and Sonoma State University. Elevation Wealth Partners is a six-advisor team managing approximately $670 million in client assets. The firm serves individuals, families, high-net-worth clients, and institutions, focusing on fee-only discretionary portfolio management and comprehensive financial planning using long-term, academically informed investment strategies.

Alexis Olian is a CFP® with nine years of industry experience, currently serving at Treehouse Wealth Advisors. She previously worked for The Humphreys Group for 12 years before joining Treehouse Wealth Advisors in 2025. 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’s investment approach incorporates technical and fundamental analysis, offering tailored strategies that include long- and short-term trading, supported by institutional research and custodial partnerships.

Jennifer Schmitz is a financial advisor at GenCap Portfolio Management with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Front Row Advisors LLC since 2017, Urban Concepts LLC since 2015, and I2 I Analytics, LLC from 2007 to 2017. She is also an owner of a real estate design and development company in Wilmington, Delaware. GenCap Portfolio Management provides discretionary and non-discretionary portfolio management, financial planning, and subadvisory services to individuals, high-net-worth clients, and other investment advisers. The firm uses fundamental analysis and modern portfolio theory to manage diversified portfolios without a stated account minimum.

Paul Grace is a financial advisor at Aspirean Wealth, LLC with 25 years of industry experience. He has been with Aspirean Wealth, formerly Grace Financial Associates, since 2014 and previously operated Tamalpais Tax Services, Inc. for over three decades. In addition to his advisory role, he provides tax preparation services and offers life insurance, fixed annuities, long-term care, and disability products. Aspirean Wealth serves individuals, high net worth clients, and employer-sponsored retirement plans with comprehensive portfolio management, financial planning, and retirement consulting. The firm employs a long-term, asset-allocation-driven investment approach using diversified, passively managed funds and third-party money managers.

Joshua Schefers is a CFP® professional with 18 years of industry experience. He is affiliated with Valley Wealth Strategies, LLC and has previously worked with LPL Financial and National Planning Corporation. He also operates Zuk Financial Group. Valley Wealth Strategies, LLC serves individuals, families, trusts, small businesses, and charitable organizations by providing customized investment management and financial planning services. The firm employs a primarily long-term investment approach and manages a significant portion of assets on a non-discretionary basis.

Frederic Devinney is a Series 63-licensed financial advisor with American Investors Company in Walnut Creek, CA, where he has worked since 1994. He has 59 years of industry experience, including operating as an independent insurance agent specializing in term life insurance. American Investors Company provides investment advisory and financial planning services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary management, financial planning, 401(k) consulting, and uses a combined broker-dealer and SEC-registered adviser structure.

William Dagley is a financial advisor at Private Wealth Partners, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Private Wealth Partners since 2005. Private Wealth Partners, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pensions, corporations, and bank trust departments. The firm manages approximately $1.98 billion in assets and employs a combination of fundamental and quantitative analysis across multiple asset classes, including equities, ETFs, fixed income, and alternatives, while utilizing both long- and short-term trading strategies.

Roger Coit is a financial advisor at American Investors Company with 55 years of industry experience. He holds a Series 63 designation and has been with American Investors Company since 1994. In addition to his advisory role, Coit is involved in several business activities related to real estate consulting and managing real estate enterprises in Walnut Creek, CA. 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 operates as both a registered broker-dealer and an SEC-registered adviser, offering a range of services including asset management, financial planning, 401(k) consulting, and seminars.

Anthony Castelli is a financial advisor at Penserra Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with affiliated Penserra entities since 2008. Penserra Wealth Management, founded in 2024, provides discretionary portfolio management, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, cyclical, and economic analysis, implementing strategies that include ETFs, mutual funds, options, and alternative investments.

Spencer O Donnell is a financial advisor with O'Donnell Financial Services, LLC in San Rafael, CA, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Independent Financial Group, LLC and The Don Room, El Cortez. O'Donnell Financial Services, LLC provides wrap asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, and business entities. The firm offers a range of investment strategies through discretionary and non-discretionary mandates, including sub-advisory services.

Anita Singh is a CFP® and holds a Series 66 license, currently serving as an advisor at Meridian Investment Counsel, Inc. in Lafayette, CA, with five years of industry experience. She has been with Meridian since 2022 and also has a long-standing role with Arbonne. Outside of her advisory work, she provides bookkeeping services for a workers' compensation law firm in Walnut Creek. Meridian Investment Counsel offers discretionary investment management and financial planning primarily to individuals, families, trusts, non-profit organizations, and retirement plans. The firm employs a tax-aware, conservative growth strategy with fundamental security analysis and in-house portfolio management.

David Gemmer is the founder of Gemmer Asset Management LLC in Walnut Creek, CA, where he has worked for over 40 years since 1992. He has an interest in Crew Wine Co., dedicating less than 5% of his time to this business. Gemmer Asset Management provides discretionary portfolio management to individuals, trusts, retirement plans, and small businesses, managing over $2.3 billion across approximately 1,270 clients. The firm emphasizes asset allocation and longer-term holdings using no-load mutual funds and ETFs, with a dedicated Social Strategy to limit fossil fuel exposure, and commonly works through unaffiliated sub-advisors who manage client relationships.

Lee Geiger is a financial advisor at Penserra Wealth Management with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Screaming Eagle Trading, Inc. and MOBIUS DESIGN, INC. since 2008. Outside of his advisory work, Geiger is a self-employed novelist, dedicating approximately 10 hours per month to this pursuit. Penserra Wealth Management is an SEC-registered investment adviser providing discretionary portfolio management, pension consulting, and financial planning. The firm uses a combination of analytical approaches and implements diverse investment strategies including strategic asset allocation, ETFs, mutual funds, options, and certain alternative investments.

Stephanie Nehmens is a financial advisor at North Berkeley Wealth Management, LLC with one year of industry experience. She holds Series 65 and Series 66 licenses. Prior to joining North Berkeley Wealth Management, she worked at Arta Finance, Finix Payments, Secfi Securities, Homepoint Financial, LendingClub, and JP Morgan Chase & Co. North Berkeley Wealth Management provides comprehensive financial planning and investment management to a diverse client base, including individuals, families, business owners, and charitable organizations. The firm employs customized asset allocation strategies primarily using institutional mutual funds and ETFs, with options for ESG-focused investing and the use of sub-advisers or separately managed accounts in certain cases.

Daniel Nakahara is a financial advisor at North Berkeley Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with North Berkeley Investment Partners, LLC since 2015. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning and investment management, emphasizing long-term, total-return oriented portfolios that combine passive and active strategies, with options for ESG and carbon-screened investments.

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.

John Hayman is a financial advisor with Capital Advantage, Inc. in Walnut Creek, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Capital Advantage since 1998. 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 services. The firm employs a team approach, using a combination of fundamental and technical analysis, and manages portfolios with a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

Christopher Rose is a CFP® with four years of industry experience. He is currently with Aptus Financial, LLC and previously worked at Waypoint Wealth Partners, Your Financial Pharmacist, CJR Financial LLC, and StubHub. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on passive, long-term indexing and client education, operating a distributed team and offering fixed-fee planning alongside subscription-based ongoing support.