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.

Ryan Kosakura is a CFA® charterholder with 11 years of industry experience. He has been with ZRC Wealth Management since 2014. Kosakura is based in Walnut Creek, CA, and is part of a six-advisor team at Elevation Wealth Partners, LLC. Elevation Wealth Partners serves individuals, families, high-net-worth clients, small businesses, and institutional accounts by providing fee-only discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and long-term, academically informed investment strategies, supported by integrated tax and accounting services.

Elliot Kallen is a financial advisor with Prosperity Financial Group, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Prosperity Financial Group since 2000 and also works with Prosperity Wealth Management and Fortune Financial Services. Kallen serves as president of Prosperity Financial Group, where he is involved in retirement planning, benefits administration, and asset management. Prosperity Financial Group serves individuals, trusts, estates, and business entities, managing approximately $503 million in discretionary assets for several hundred clients through a team of seven advisors. The firm offers tailored portfolio management and financial planning, utilizing sub-advisory relationships and regular portfolio reviews.

Tiffany Blaho is a financial advisor at Bell Investment Advisors Inc with 10 years of industry experience. She holds a Series 65 designation and has worked at Bell Investment Advisors since 2019, following four years at Burleson & Company, LLC. Bell Investment Advisors is an SEC-registered firm that provides discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients. The firm offers customized investment recommendations based on clients’ personal and financial circumstances and conducts ongoing account monitoring while considering market and economic trends.

Matthew Gatt is a CFP® professional with nine years of industry experience, currently affiliated with North Berkeley Wealth Management, LLC. He has been with North Berkeley Investment Partners, LLC since 2016. North Berkeley Wealth Management provides comprehensive financial planning and investment management services to a diverse client base, including individuals, families, business owners, and charitable organizations. The firm manages approximately $830 million in client assets, using a customized asset allocation approach with a blend of passive and active strategies, and offers specialized ESG investment options.

Wing Yin Kong is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with Willow Grove Advisors, LLC, where she has worked since 2021. Prior to that, she was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America from 2015 to 2020. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for around 187 client relationships, primarily individual and high-net-worth investors. The firm offers customized portfolio management using a combination of technical and economic analysis, strategic asset allocation, and both long- and short-term trading strategies, and it integrates private and public holdings for suitable clients.

Gerwin De Haan is a financial advisor at Burton Enright Welch with one year of industry experience. He holds a Series 65 designation and has worked previously at APS Management Group, Inc. and Cal Poly Pomona. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts and estates, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $1.246 billion in assets and employs a disciplined investment approach combining active and passive strategies with ongoing monitoring and tailored portfolio management.

Philip Rontell is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Keller Williams Realty East Bay and American Income Life. He also serves as a referral-only licensed real estate agent with The Agency of Alamo, CA. Liberty Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a mix of centrally developed and advisor-specific investment strategies, integrating third-party managers and offering a range of services including investment management, financial planning, and educational workshops.

Jeffrey Petersen is a financial advisor with Willow Grove Advisors, LLC in Berkeley, CA, holding Series 65 and Series 66 licenses and possessing 17 years of industry experience. He has been with Willow Grove Advisors since 2010. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for around 187 client relationships, primarily individual and high-net-worth investors. The firm offers customized portfolio management using a combination of technical and economic analysis, strategic asset allocation, and both long- and short-term trading strategies, and it provides detailed reporting and private placement due diligence for suitable clients.

Anthony Jurado is a CFP® with 25 years of industry experience. He has been with Lodestar Private Asset Management LLC since 2016 and previously worked at Malakoff Wealth and Linsco/Private Ledger Corp. from 2000 to 2016. Lodestar provides personalized financial planning and investment management services to individuals, trusts, charitable organizations, small businesses, and certain pension and profit-sharing plans. The firm uses a tactical asset allocation approach combining passive and active investments with attention to tax consequences, serving approximately 549 clients and managing $1.34 billion in assets across five advisors.

Ian Burkhard is a financial advisor at Capital Advantage, Inc. with four years of industry experience. He holds a Series 65 credential and previously worked at KPMG LLC. Prior to his advisory career, he was involved with the OCSB Alumni Association and the Isla Vista Food Coop. Capital Advantage, Inc. serves individual and high-net-worth clients, as well as trustees, pension plans, charitable organizations, and business entities, providing discretionary investment management and financial planning. The firm uses a team approach to develop client strategies based on personal interviews and employs a combination of fundamental and technical analysis, with a firm AUM exceeding $1.2 billion.

Nicholas Cochran is a financial advisor with American Investors Company, holding a Series 63 designation and 45 years of industry experience. He has been with American Investors Company since 1992 and has also provided expert witness services in arbitration matters since 2006. American Investors Company offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, combining broker-dealer capabilities with SEC-registered advisory services.

Annie Klopstock is a financial advisor at Burton Enright Welch with four years of industry experience. She holds a Series 65 designation and previously worked at Tandem Investment Advisors and UCSF Medicine. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and various business entities. The firm employs a disciplined investment process combining active and passive strategies, serving approximately 610 clients with a team of 11 advisors.

Madeline Williams is a CFP® and holds a Series 65 license with seven years of industry experience. She has been with Maloon, Powers, Pitre & Higgins, LLC since 2017. Williams is based in San Ramon, CA, and is part of the California Financial Advisors team. California Financial Advisors is an SEC-registered firm managing over $2 billion in client assets. The firm provides portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses, applying a comprehensive investment approach that includes asset allocation, mutual fund and ETF analysis, and third-party manager due diligence tailored to client objectives.

Nily Levy is a financial advisor at Paragon Capital Management LLC with 40 years of industry experience. She has held roles at Charles Schwab and Charles Schwab Bank, totaling 25 years before retiring briefly and joining Paragon Capital Management in 2020. Levy holds the Series 63 and Series 66 designations. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, offering discretionary portfolio management combined with financial planning, retirement strategy, asset allocation, and estate-planning support. The firm’s investment approach emphasizes fundamental analysis across a diverse mix of securities and typically pursues longer-term holdings with adaptive rebalancing based on client needs and market conditions.

Robert Enright is a CFP® professional with 26 years of experience in financial advising. He has been with Burton Enright Welch since 2010. Outside of his advisory role, he serves as a board member for Saint Ignatius College Prep in San Francisco. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and various business entities. The firm manages approximately $1.246 billion in assets and employs a disciplined four-step investment process combining active and passive strategies tailored to client objectives.

Jason Mccoy is a CFA® charterholder with 14 years of industry experience. He is currently with Lodestar Private Asset Management LLC, where he has worked since 2019. His prior experience includes roles at First Republic Securities Company, LLC; First Republic Investment Management, Inc.; CETERA Advisor Networks LLC; and Sageview Advisory Group. Lodestar Private Asset Management serves individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans. The firm employs a tactical asset allocation strategy using a blend of passive and active investments, focusing on long-term holdings with periodic adjustments based on market conditions, and operates as a fee-only fiduciary.