Ryan Kelley is a CFA® charterholder with 14 years of industry experience. He has worked at Bell Investment Advisors Inc since 2019 and previously held roles at ALPS Distributors, Seafarer Capital Partners, Waddell & Reed, and Planmember Securities Corporation. Bell Investment Advisors is a team-based SEC-registered adviser serving individual clients, trusts, and institutional accounts. The firm provides investment management alongside financial planning and consultation, implementing diversified strategies primarily through exchange-traded funds and no-load mutual funds, with portfolios customized and reviewed to align with clients’ financial objectives.

Jon Henderson is a CFP® and Series 66 registered advisor with 25 years of industry experience. He is currently with Echo45 Advisors LLC, where he has worked since 2020, following previous roles at Bank of America and Merrill Lynch. Outside of advising, he is an owner of an artisan woodworking business and a tax preparation and estate planning firm. Additionally, he is a candidate for Governor and the principal officer of his political campaign committee. Echo45 Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive wealth and investment management, retirement plan consulting, and financial planning. The firm utilizes a blend of fundamental, quantitative, and technical analysis, offering services such as custom indexing with tax management and ESG filtering, alternative investments, and digital asset exposure.

Eugene Binunsky is a financial advisor at Burton Enright Welch with a Series 65 credential and one year of industry experience. Prior to joining the firm in 2026, he worked at Deloitte Tax LLP for four years and held various academic roles at the University of California – Davis and California Polytechnic State University. Burton Enright Welch provides investment management, financial planning, and retirement plan consulting to individuals, families, trusts, estates, pension and profit-sharing plans, and business entities. The firm manages diversified portfolios through a disciplined four-step process and acts as a fiduciary while overseeing roughly $1.55 billion in assets across approximately 612 client relationships.

James Luippold is a financial advisor at Castle Rock Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Allied Advisory Services and First Allied Securities. Outside of his advisory role, he serves on the finance committee for Christ the King Church in Pleasant Hill and coaches an 8U baseball team, where he also manages the team’s finances. Castle Rock Wealth Management provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and businesses. The firm manages approximately $521.8 million for nearly 1,900 clients through a team of eight advisors, employing both fundamental and technical analysis combined with active trading strategies and comprehensive portfolio management.

Nancy Woodall is a CFA® and CIC credentialed financial advisor with 26 years of industry experience. She has been with Meridian Investment Counsel, Inc. since 2004. Meridian Investment Counsel provides discretionary investment management and financial planning to individuals, families, trusts, non-profit organizations, and retirement plans. The firm employs a tax-aware, conservative growth approach through fundamental security analysis, asset allocation, and long holding periods, managing portfolios on a fiduciary basis with in-house discretion.

David Phillips is a financial advisor at Valley Wealth Strategies, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and National Planning Corporation. Valley Wealth Strategies is an SEC-registered multi-advisor firm serving individuals, families, trusts, small businesses, charitable organizations, and retirement plans. The firm utilizes a primarily long-term investment approach, offering both discretionary and non-discretionary management with portfolios constructed from mutual funds, ETFs, equities, and fixed-income securities.

Raymond Tan is a ChFC® credentialed financial advisor with 39 years of industry experience. He has been with California Financial Advisors since 1998. California Financial Advisors is an SEC-registered firm that provides portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm manages over $2 billion in assets and employs a team-based approach emphasizing asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers.

Claire Hollander is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 credential and four years of industry experience. Her prior work includes roles at the Regal Wine Company and the Office of the Oakland Mayor. She is also the host of The Clear Cut Podcast, an investment-related and lifestyle podcast. Liberty Wealth Management, LLC provides investment management, financial planning, 529 college-savings planning, ERISA retirement plan services, and access to third-party manager programs for individuals, trusts, estates, and institutional clients. The firm combines centrally developed models with adviser-representative strategies and offers access to private market investments and structured offerings, supported by a network of affiliated legal, tax, and alternative-asset management entities.

Nicole Holloway is a CFP® with 10 years of industry experience, currently serving as an advisor at Natural Investments since 2020. She has worked at Strategy Squad since 2016 and was previously employed by Qualified Planning and Carrie Productions, Inc., where she continues to consult part-time on social media and website maintenance for the entertainment and media business. Natural Investments is a values-focused firm that provides financial planning and portfolio management for individuals, including high-net-worth households, institutions, and charitable entities. The firm emphasizes asset-class diversification and a long-term approach using socially responsible investments, operating under a unique structure as a public-benefit LLC owned by a perpetual purpose trust.

Laurent Harrison is a Series 65-licensed financial advisor with Bell Investment Advisors Inc in Orinda, CA, where he has worked since 2010 and has 15 years of industry experience. He serves as Chairman of the Board of Advisors for Software Next Door, Inc., providing business strategy and planning advice to the company’s senior management. Bell Investment Advisors is an SEC-registered firm offering discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients. The firm customizes investment recommendations based on client-specific factors and provides ongoing account monitoring while incorporating market and economic research.

Jane Swan is a CFA® charterholder with 11 years of industry experience. She has worked at Veris Wealth Partners, LLC since 2015. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, offering investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented strategies, integrating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.

Jorge Madrigal is a financial advisor at Penserra Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with multiple Penserra entities since 2008. Madrigal is the president of a registered investment adviser, Penserra Capital Management, where he has been employed since the firm's founding. Penserra Wealth Management is an SEC-registered investment adviser that provides portfolio management, financial planning, pension consulting, concierge administrative services, and sub-advisory solutions. The firm employs a multi-disciplinary investment approach that includes fundamental, technical, cyclical, and economic analysis and offers both discretionary portfolio management and non-discretionary pension consulting.

Samaya Patel is a financial advisor at Blume Capital Management, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Blume Capital Management, she worked at Citigroup and Cisco Systems, and she studied at the University of California, Berkeley. Blume Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable foundations, and private investment funds. The firm’s investment approach focuses on long-term, value-oriented equity exposure combined with diversified asset classes and includes the use of mutual funds, ETFs, individual securities, and alternative investments for qualified clients.

Peter Reidenbach is a financial advisor at Blume Capital Management, Inc. in Berkeley, CA, with 14 years of industry experience. He holds a Series 65 credential and has been with Blume Capital Management since 2011. Blume Capital Management provides discretionary investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charitable foundations, and private investment funds. The firm emphasizes long-term investing with a value-oriented equity allocation and broad diversification, utilizing mutual funds, ETFs, and alternative investments for qualified clients.

Henry Luong is a financial advisor at CSP Financial Group LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at CSP Financial Group since 2021, alongside operating as a sole proprietor. Luong has also been a patent examiner at the United States Patent and Trademark Office since 2010. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory and employs third-party managers such as Matson Money to implement model allocations.

Paula Rose is a financial advisor with American Investors Company in San Ramon, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with American Investors Company since 2002 and has operated her own advisory business since 1997. Additionally, she is licensed as a life insurance agent. 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 combination of discretionary and non-discretionary asset management, financial planning, retirement plan services, and seminars, operating both as a registered broker-dealer and SEC-registered adviser.

Sean Maloon is a financial advisor at California Financial Advisors with a Series 65 designation. He has been with the firm since 2022, with prior experience at Indus Growth Fund and involvement in activities outside finance, including work with Friday Night Lights and California Polytechnic University. 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 with a team of 11 advisors.

Richard Cohn is a financial advisor at American Investors Company with 39 years of industry experience. He holds Series 65 and Series 63 designations and has worked at American Investors Company since 2002, with a 12-year tenure at Crestmont Advisors, LLC in between. American Investors Company provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, delivering a range of asset management and financial planning options while maintaining multiple revenue streams from advisory fees and commissions.

Mark Bertoli is a CFP® with 38 years of industry experience and is currently with Castle Rock Wealth Management, LLC in Walnut Creek, CA. He has worked at Private Client Services, First Allied Securities, and Cetera Advisor Networks. Outside of his advisory role, he mentors at a fintech start-up, Your Capital Inc. Castle Rock Wealth Management provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and business entities. The firm manages over $500 million for nearly 1,900 clients through a team of eight advisors and employs a combination of fundamental and technical analysis alongside active trading strategies.

Brendan Fraleigh is a financial advisor at Moment Private Wealth with a Series 65 designation and two years of industry experience. Prior to joining Moment Private Wealth in 2024, he worked at ICONIQ Capital and held various roles related to the University of Notre Dame. Moment Private Wealth serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, offering discretionary investment management and financial planning. The firm focuses on long-term, low-cost, diversified asset allocation grounded in Modern Portfolio Theory, with many client accounts managed on a discretionary basis.