Benjamin Musson is a financial advisor at Destination Wealth Management with 18 years of industry experience. He holds a Series 66 designation and has worked at Destination Wealth Management since 2012, following a year at Charles Schwab. Destination Wealth Management provides discretionary investment management and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm employs an asset-allocation driven investment process that integrates fundamental research with thematic, longer-term perspectives across multiple asset classes and maintains a formal program for alternative and private investment offerings.

Steven Quinly is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 credentials and over 46 years of industry experience. His prior work includes roles at Bank of America and Merrill. He also serves on the Contra Costa County Treasurer Oversight Committee. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm focuses on personalized advice and employs diversified asset allocation strategies across various investment types, including mutual funds, ETFs, equities, fixed income, and alternatives.

Dilnoor Kaur is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. She concurrently serves as a senior tax accountant at Chahal & Associates LLC, an accounting firm where she has worked since 2015. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm combines financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers, model portfolios, and a third-party consultant to guide diversified, buy-and-hold investment strategies.

Byron Valles is a CFP® with eight years of experience in the financial industry, currently serving at Mission Wealth Management, LP. His previous roles include positions at LPL Financial, First Republic Investment Management, and Fidelity Brokerage Services. Outside of his advisory work, he is a business owner of Rimova Real Estate. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families. The firm employs customized, long-term investment strategies across a broad range of asset classes and offers services including financial planning, investment implementation, and consulting.

Joanna Aiken is a financial advisor at Choreo, LLC with 29 years of industry experience. She previously worked at Enso Wealth Management and Edward Jones. Outside of her advisory role, she serves as CFO of JCBC Enterprises LLC, which provides educational enrichment programs for children. Choreo serves individual and high-net-worth investors, family offices, and institutional clients with services including portfolio management, financial planning, and outsourced CIO solutions. The firm combines strategic asset allocation with quantitative screening and utilizes diverse investment vehicles to implement client portfolios.

Kenneth Quiat is a financial advisor at Belpointe Asset Management LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Belpointe since 2017. Prior to that, he was with Foresters Equity Services, Inc. and has been involved with AD Banker LLC since 2012, where he also serves as a licensed educator. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with a range of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerances.

Justin Amit is a CFA® charterholder with 10 years of industry experience. He is currently with BlueSpring Wealth Management, LLC and has previously worked at Kestra Financial Inc., Capital Planning Advisors LLC, Bedell Frazier Investment Counselling, LLC, Charles Schwab & Co., Inc., Bank of America, N.A., and Merrill. Outside of his advisory work, he officiates baseball and football games in Phoenix, AZ. BlueSpring Wealth Management is a multi-team firm serving a diverse client base. The firm emphasizes customized investment strategies and offers a range of financial planning, retirement consulting, and investment management services.

Christopher Eagles Smith is a Certified Financial Planner (CFP®) and holds a Series 65 license, with 13 years of experience in the financial industry. He has worked at Destination Wealth Management since 2015. Outside of finance, he was involved with West America Tae Kwon Do for 11 years. Destination Wealth Management provides discretionary investment management and financial planning to a diverse client base, including individuals, high-net-worth clients, and charitable organizations. The firm employs an asset-allocation driven investment process that integrates fundamental research with thematic, long-term perspectives, and offers estate planning and tax services through strategic partnerships.

Sarah Hamilton is a CFP® certificant with 20 years of industry experience. She is currently with Mission Wealth Management, LP and previously worked at Hamilton Walker Advisers LLC and Fidelity Investments. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent individuals and families, as well as entities such as pension plans and endowments. The firm employs customized, long-term investment strategies using a variety of investment vehicles and offers services including fiduciary retirement plan consulting and cross-border planning.

Roger Tran is a CFP® with six years of industry experience, currently serving as an investment advisor representative at Core Planning in Pittsburg, CA. His previous roles include positions at Facet Wealth, Wells Fargo, and Ginsburg Financial Advisors, among others. He has also been affiliated with the Oakland Vietnamese Chamber of Commerce. Core Planning provides fee-only financial planning and wealth management services primarily for individual and high-net-worth clients, offering both discretionary and non-discretionary account management through tailored investment strategies and the use of third-party model portfolios and automated rebalancing tools.

Richard Schultz is a financial advisor at Capital Analysts with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Analysts since 2003, also working at Lincoln Investment since 2012. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs.

Evelyn Zuk is a CFP® and holds a Series 66 license with two years of industry experience. She is currently with Destination Wealth Management and has prior experience at firms including Lincoln Financial Advisors Corporation, Northwestern Mutual, OSAIC, and FYNANC. Evelyn also worked in accounting at Prime Accounting for eight years. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation-driven investment process that integrates fundamental research and thematic perspectives, offering a range of strategies including equities, fixed income, ETFs, derivatives, and alternatives, supported by committee oversight and strategic partner relationships.

Eric Shulenberger is a Series 65-licensed financial advisor at Concentric with 18 years of prior experience at Veritable, LP and concurrent experience at Pathstone. He has worked in the industry for 11 years and is currently based in Walnut Creek, CA. Concentric provides discretionary sub-advisory portfolio management and model portfolio construction primarily to other registered investment advisers and financial institutions. The firm combines quantitative portfolio-optimization software and multi-factor risk models with qualitative oversight to customize portfolios, and offers specialized strategies including tax-aware and customizable mandates.

Catherine Pinkas is a financial advisor at Simplicity Wealth with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LifePro Asset Management, FSC Securities Corporation, and The Leaders Group Inc. In addition to her advisory work, she serves as a part-time instructor at the University of California Berkeley and Chabot College. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering advisory services, a managed account platform, and technology solutions for other advisers.

Cameron Hackett is a financial advisor at Compound Planning, Inc. with 11 years of industry experience. He has held prior roles at Claraphi Advisory Network, LLC, and B. Riley Wealth Advisors, Inc. Since 2017, Mr. Hackett has been a licensed insurance agent. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs risk-based model allocations combining long-term buy-and-hold strategies with tactical tools and offers both direct investment management and a turnkey asset management program.

Jessica Lambruschini Coy is a financial advisor with Destination Wealth Management in Walnut Creek, CA, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Destination Wealth Management since 2015. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that integrates fundamental research with longer-term thematic perspectives across multiple asset classes and offers alternative investment opportunities through a structured committee approval process.

Linda Xia is a financial advisor at Destination Wealth Management in Walnut Creek, CA, holding a Series 65 license with eight years of industry experience. She has been with Destination Wealth Management and its predecessor firm since 2009. Destination Wealth Management provides discretionary investment management and financial planning to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that integrates fundamental research with thematic, longer-term strategies across multiple asset classes, and offers expanded estate-planning and tax services through strategic partnerships.

Karla Mcavoy is a CFP® with 14 years of experience in financial advising. She has worked at The Mather Group, LLC since 2022 and previously spent seven years at HC Financial Advisors Inc. There are no additional outside activities noted. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and offers customized portfolio options including ESG factor portfolios and direct indexing.

Kristin Stansbury Flaiani is a financial advisor with RBC Securities, Inc. in Walnut Creek, CA. She holds the CFP® designation along with Series 63 and Series 66 licenses and has 23 years of industry experience. Kristin has been with City National Bank since 2011. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer, offering financial planning, portfolio management, and ongoing reporting, with investment management delegated to its affiliated sub-advisor, RBC Rochdale.

Ariel Schutte is a financial advisor with Destination Wealth Management in Walnut Creek, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Destination Wealth Management since 2016. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s asset-allocation driven investment process integrates fundamental research with thematic, longer-term perspectives and includes a formal program for alternative and private investments alongside expanded estate-planning and tax services.