Nicolas Vieville is a financial advisor at Morling Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation. His prior work includes roles in manufacturing, education, and food trading. Morling Financial Advisors serves individuals, families, businesses, and nonprofit organizations with discretionary investment management, financial planning, and pension consulting services. The firm customizes portfolios using a mix of index-based strategies, mutual funds, ETFs, and alternative investments, with ESG integration available upon request.

Veniamin Barinov is a financial advisor at Morling Financial Advisors, LLC with Series 65 credentials and one year of industry experience. Prior to joining Morling Financial Advisors, he held various roles including positions at Teksystems and University of California, Irvine. Outside of his advisory work, he is an author and writer, engaged in writing and editing activities. Morling Financial Advisors serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and nonprofit organizations. The firm offers discretionary investment management, financial planning, and consulting services, using a client-specific strategic asset allocation that combines index-based equity and fixed income, mutual funds, ETFs, and alternative investments.

Sylvia Chin is a Certified Financial Planner® with 22 years of industry experience. She has been with Morling Financial Advisors, LLC since 2009 and previously worked at Woodbury Financial Services, Inc. from 2004 to 2009. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and consulting services. The firm customizes portfolios using a client-specific strategic asset allocation that includes index-based equity and fixed income strategies, mutual funds, ETFs, and alternative investments, and offers ESG integration upon request.

Preston Mayo is a financial advisor at Insight Wealth Strategies, LLC in San Ramon, CA. He holds Series 65 and Series 63 licenses and has recently entered the industry, with experience beginning in 2023. His prior roles include positions at LPL Enterprise LLC, Frost Bank, Fidelity Investments, and as a contractor with U.S. Bank. Insight Wealth Strategies offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, and institutions. The firm uses proprietary portfolio models primarily based on low-cost, diversified ETFs and individual stocks, employing a multi-disciplinary investment process that includes fundamental, technical, quantitative, and sector analysis.

Joseph Harrison is a CFP® with 15 years of industry experience. He is currently a financial advisor at Lodestar Private Asset Management LLC and has prior experience with EP Wealth Advisors, LLC. Harrison also leads J. W. Harrison Financial Advisors, a practice he has managed since 2011. Lodestar Private Asset Management LLC serves individuals, trusts, estates, charitable organizations, small businesses, and select pension and profit-sharing plans, providing personalized financial planning and discretionary portfolio management. The firm employs a tactical asset allocation approach blending passive and active investments, emphasizing tax considerations and offering services including separate account management and quarterly portfolio reviews.

Ashley Souza is a financial advisor with The Pacific Center For Financial Services, holding a Series 66 designation and 20 years of industry experience. She has worked with Cetera Wealth Services, LLC for 13 years and has been with Pacific Center Financial Services since 2004. In addition to advisory work, she is involved in life, health, and long-term care insurance sales as part of her business activities. The Pacific Center for Financial Services advises individuals, high-net-worth families, family trusts, and retirement accounts, providing financial planning, consulting, and investment management services. The firm manages over $1 billion in assets and operates a Managed Account Program focused on diversified, asset-allocation-based portfolios using mutual funds, stocks, ETFs, and bonds.

John Nolan is a financial advisor at Malakoff Wealth with five years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Electronics for Imaging, and BDO. Nolan provides investment advisory services through Master Wealth, LLC, an independent investment advisor firm. 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 written financial plans and periodic reviews, referring clients to LPL Financial for investment implementation and portfolio supervision, and emphasizes manager evaluation without discretionary portfolio management or percentage-based fees.

Jamie Hargrave is a financial advisor with Prosperity Financial Group, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Prosperity Financial Group since 2015 and also serves as an independent insurance agent with CSI Financial Group. Additionally, Hargrave is the CEO and founder of Cadence Capital Investments, a commercial real estate investment agency. Prosperity Financial Group, Inc. provides asset management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, and business entities. The firm operates with a multi-adviser team structure and offers tailored portfolios using a range of investment methods and third-party money managers.

Kellie Raasch is a CFP® professional with six years of industry experience, currently serving at Malakoff Wealth in Danville, CA. Her previous experience includes multiple roles at LPL Financial, LLC, and positions at KLS Logistics Services and Raasch, Inc. She is also a commissioned notary public. Malakoff Wealth offers financial planning and consulting services to individuals, trusts, nonprofits, banks, businesses, and pension/profit-sharing plans, focusing on written financial plans and periodic reviews without managing client assets or accepting custody. The firm’s approach emphasizes fundamental analysis, manager evaluation, and avoids frequent trading, offering advice through hourly, fixed-fee, or retainer engagements.

Anthony Smith is a CFP® with six years of industry experience, currently serving as a financial advisor at Secure Investment Management, LLC. His prior experience includes roles at Lodestar Private Asset Management and JW Harrison Financial Inc. He is also licensed as a life insurance agent, providing insurance solutions to clients as needed. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning and discretionary portfolio management with a quantitative, factor-based investment approach centered on long-term, diversified allocations using low-cost funds and tailored portfolio strategies.

Amy Thacher is a CFP® with nine years of industry experience. She has been with Blume Capital Management, Inc. since 2015. Blume Capital Management provides discretionary investment management and standalone financial planning to individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, charitable foundations, and private investment funds. The firm emphasizes a long-term, value-oriented equity approach combined with diversified asset allocation and uses a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments for qualified clients.

Dylan Mann is a Series 65-licensed financial advisor at Liberty Wealth Management, LLC with two years of industry experience. Prior to joining Liberty Wealth Management, he was involved with 680 Water Polo and has academic experience at UC Davis. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, 529 college-savings planning, and ERISA retirement plan services. The firm offers both discretionary and non-discretionary account management, access to third-party managers, and a range of private market investments, supported by a network of affiliated businesses and private-fund activities.

Michael Lent is a financial advisor at Veris Wealth Partners, LLC in Oakland, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Veris Wealth Partners since 2007. Lent serves as a trustee of The Edward Hazen Foundation and has held board positions on nonprofit organizations including Lotus Fine Arts, Inc. and CISPES Education Fund. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing discretionary and non-discretionary investment management, OCIO services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies with an emphasis on ESG analysis and an Inclusion and Belonging framework.

Cole Durkin is a CFA® charterholder with nine years of industry experience. He has been with Insight Wealth Strategies, LLC since 2018, following two years at Lincoln Financial Advisors Corporation. Durkin holds a Series 66 license and is based in San Ramon, CA. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term, model-driven investment approach using proprietary portfolios alongside independent manager referrals, integrating fundamental, technical, quantitative, and sector analysis across diverse asset classes.

Bradley Haupt is a financial advisor with American Investors Company, holding a Series 63 designation and bringing 49 years of industry experience. He has been with American Investors Company since 2006 and also operates Allied Tax Planners, where he provides tax preparation, planning, and audit representation services. American Investors Company serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with investment advisory and financial planning services. The firm offers both discretionary and non-discretionary asset management, financial planning, 401(k) investment monitoring, and conducts evaluations of third-party money managers, combining broker-dealer and SEC-registered adviser activities.

Saul Greene is a financial advisor at Kaizen Financial Strategies, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Cyberpress, Waddell & Reed, Inc., and Ameriprise. In addition to his advisory role, he is also licensed as an insurance agent in Milpitas, CA. Kaizen Financial Strategies serves individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations with financial planning, retirement plan consulting, and asset management. The firm employs a diversified investment approach including fundamental, technical, and sector analysis, and offers managed accounts utilizing advanced strategies such as options, margin, and hedging within its wrap-fee program.

Timothy Raftis is a CFP® professional with 35 years of industry experience. He is currently with Insight Wealth Strategies, LLC, where he has worked since 2021. His prior experience includes roles at B|O|S, Bank of America, and Merrill. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and institutions. The firm employs a long-term, model-driven investment process utilizing proprietary portfolios, low-cost ETFs, individual stocks, and alternative holdings, along with a detailed marketing and reporting program.

Kevin Gray is a CFP® professional with 27 years of industry experience. He has worked at Lodestar Private Asset Management since 2009 and previously spent 12 years at Charles Schwab. Currently, he is also associated with EP Wealth Advisors, LLC. Lodestar Private Asset Management serves individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans, offering personalized financial planning and discretionary investment management. The firm employs a tactical asset allocation strategy combining passive and active investments, with attention to tax consequences, and manages approximately $1.34 billion in assets across five advisors.

Aneta Palica is a Series 66-licensed financial advisor with one year of industry experience, currently with Infinity Financial Services Advisory. Prior to joining the firm, she held roles at Unilever, Akzonobel, BNP Paribas, and State Street. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients through a team of 35 advisors. The firm serves individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that includes various analytic techniques and both long- and short-term trading strategies.

Archana Turaga is a financial advisor at Summitry, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Aspiriant LLC, Yellow Brick Road Financial Advisors LLC, and Carlton Pace Wealth Management. Summitry serves individuals and high-net-worth clients, as well as trusts, pension and profit-sharing plans, and investment companies. The firm uses a research-driven, bottom-up investment approach combining internally managed core strategies with independent managers and alternative approaches, while also advising a registered mutual fund.