John Bargmann is a financial advisor at The Pacific Center For Financial Services with 31 years of industry experience. He holds a Series 63 designation and has been with his current firm since 1997, previously working at Cetera and Cetera Wealth Services. He serves as a board member for the Micki Rainey Scholarship Fund. The Pacific Center For Financial Services advises individuals, high-net-worth families, family trusts, and retirement accounts by 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 portfolio management using mutual funds, stocks, ETFs, and bonds.

Arvind Saxena is a financial advisor with US Capital Global Wealth Management, LLC, holding Series 63 and Series 66 licenses and one year of industry experience. He has prior experience with New Genesis Financials & Insurance Solutions Inc., Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. Saxena is also the owner of New Genesis Financials & Insurance Solutions Inc., which brokers non-registered insurance products and sells New York Life products. US Capital Global Wealth Management, LLC provides investment management, consulting, and financial planning services primarily to individual and high-net-worth clients. The firm uses a multi-step screening process combining fundamental, sector, and quantitative analysis to build diversified portfolios, employing a range of investment vehicles with ongoing monitoring and periodic reviews.

Forrest Bell is a Series 65-licensed financial advisor with Bell Investment Advisors Inc in Orinda, CA. He has 20 years of industry experience and has been with Bell Investment Advisors since 2005. Bell Investment Advisors is an SEC-registered firm serving individual and high-net-worth clients with discretionary portfolio management and fee-based financial planning. The firm customizes investment strategies based on clients’ personal and financial circumstances and conducts ongoing account monitoring while considering market and economic trends.

Shane Clark is a Series 65-licensed financial advisor with six years of industry experience. He is currently affiliated with International Asset Management and serves as an Investment Advisor Representative and Chief Compliance Officer at Odyssey Wealth LLC. Clark’s prior work includes a position at Cross Border Planning. International Asset Management is a team-based registered investment adviser serving individual clients, high-net-worth and expatriate investors, other advisory firms, and small businesses. The firm emphasizes a global investment approach with attention to currency hedging and cross-border tax considerations, managing approximately $173 million for about 188 clients.

Ashley Rodabaugh is a financial advisor with Frec, holding a Series 66 license and nine years of industry experience. Prior to joining Frec, she worked at M1 Finance LLC and Nationwide Fund Distributors. Outside of her advisory role, she owns How Are You Still Single, LLC. Frec Advisers provides automated, software-based investment advisory services to retail and entity clients through its web and mobile platform. The firm emphasizes index replication with client personalization, systematic tax-aware trading, and factor-tilted long-short strategies, delivering its services primarily via automated software rather than traditional advisor-led interactions.

James Sutton is a financial advisor with Echo45 Advisors LLC in Walnut Creek, CA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Merrill and Morgan Stanley before joining Echo45 Advisors in 2020. Sutton is also a passive investor in property technology and land development companies through Land Club LLC and Land Club Sutter Creek LLC. Echo45 Advisors serves individuals, trusts, retirement plans, and business entities with comprehensive wealth management, discretionary investment management, and financial planning services. The firm combines multiple analytical methods and employs a variety of portfolio strategies, including custom indexing, alternative investments, and digital assets, supported by affiliated tax and estate services and integrated fintech solutions.

Eric Loofbourrow is a financial advisor with American Investors Company, holding a Series 66 designation and 11 years of industry experience. He has been with American Investors Company since 2015. Outside of finance, he has experience as a self-employed piano and organ player. 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 range of services including asset management, financial planning, retirement plan consulting, and seminars, operating with a combined broker-dealer and SEC-registered adviser structure.

David Gillimore is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Lifetime Marketing and Planning, Inc, AEFS, Bennion Deville Homes, Keller Williams Realty, and Emerson Equity LLC. He is also engaged as an insurance agent with Lifetime Marketing and Planning, Inc. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed and advisor-developed investment strategies and integrates quantitative and fundamental analysis to build diversified portfolios, including private market investments.

William Li is a financial advisor at Morling Financial Advisors, LLC in Fremont, CA, holding a Series 65 designation with four years of industry experience. Prior to joining Morling Financial Advisors in 2021, he worked at IBM for 18 years. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm offers discretionary investment management and consulting, typically implementing portfolios with index-based strategies, mutual funds, ETFs, equities, fixed income, and alternative vehicles, while maintaining client relationships and monitoring through sub-advisors.

Michael Hullen is a CFP® and PFS™ with 32 years of industry experience. He is currently with Liberty Wealth Management, LLC and has held roles at Integrated Advisors Wealth Management and AE Financial Services, LLC. Outside of advisory work, he is a CPA and owner of Hullen Accountancy LLP, a tax planning and preparation firm. Liberty Wealth Management, LLC serves individuals, trusts, estates, retirement plans, corporations, and other entities by providing investment management, financial planning, retirement plan services, and educational seminars. The firm employs both centralized and adviser-developed strategies, uses quantitative and fundamental analysis, and integrates third-party managers to construct diversified portfolios that include alternative investments.

Aaron Szager is a CFP® with 24 years of industry experience and is currently affiliated with Osborne Partners in San Francisco, CA. His prior roles include positions at Golub Group, LLC and BlueSky Wealth Advisors, LLC. He holds Series 63 and Series 65 registrations. Osborne Partners Capital Management provides discretionary and non-discretionary investment management and integrated financial planning to a range of clients, including individuals, families, trusts, foundations, and corporations. The firm emphasizes actively managed, globally diversified multi-asset portfolios constructed using quantitative screening, fundamental research, and third-party data, and is notable for operating an affiliated private pooled investment vehicle and offering performance-based fee arrangements.

Paul Resnick is a financial advisor at Osborne Partners with 36 years of industry experience. He has been with Osborne Partners Capital Management, LLC since 2013. Outside of his advisory role, he serves as board chair of the Foundation for a College Education and holds advisory positions with the Palo Alto Medical Foundation/Sutter Health and the Mgrublian Center for Human Rights at Claremont McKenna College. He is also involved with the Legal Aid Society of San Mateo County as a board member and committee participant. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities, offering personalized, actively managed portfolios and integrated financial planning. The firm employs global allocation strategies across various asset classes and serves as a sub-adviser to other investment advisers, including operating an affiliated private pooled investment vehicle.

Chad Franck is a financial advisor at The Pacific Center For Financial Services with 24 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2001, with prior experience at Cetera Wealth Services, LLC from 2013 to 2026. Outside of his advisory role, he is also a licensed mortgage broker involved in arranging first and second mortgages, including FHA loans. The Pacific Center For Financial Services serves individuals, high-net-worth families, family trusts, and retirement accounts by providing financial planning, consulting, and investment management services. The firm manages over $1 billion in assets and utilizes a Managed Account Program focused on diversified, asset-allocation-based portfolios using mutual funds, stocks, ETFs, and bonds with a combination of fundamental, technical, and cyclical analysis.

Sean O'Brien is a financial advisor at Echo45 Advisors LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Central Valley Advisors, Raymond James Financial Services, Bank of America, and Merrill. Outside of advising, he serves as a volunteer board member for the Salvation Army in Sacramento. Echo45 Advisors serves individuals, trusts, retirement plans, and business entities with comprehensive wealth management, discretionary investment management, and retirement plan consulting. The firm combines multiple analytical methods with various portfolio implementation strategies and offers both automated and customized investment services.

Brian Stormont is a Certified Financial Planner® at Insight Wealth Strategies, LLC with 26 years of industry experience. He has previously worked at Mutual Securities, Inc., Lincoln Financial Advisors, Valic Financial Advisors, and Ameriprise. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, and institutions. The firm employs proprietary portfolio models primarily using low-cost, diversified ETFs and individual stocks, supported by a multi-disciplinary investment process that includes fundamental, technical, quantitative, and sector analysis.

Lyudmila Ter Avanesyan is a financial advisor with Grant Private Wealth Management in Pleasanton, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at Fidelity Brokerage Services and Glava Realty. Outside of advising, she is involved in property management through her ownership of a rental property business. Grant Private Wealth Management provides fee-based investment management and financial planning to individuals, trusts, business entities, and qualified retirement plans, tailoring strategies to client goals and risk tolerance using a mix of analytical approaches. The firm offers various engagement options and conducts public educational seminars at no charge.

Wyatt McGovern is a financial advisor at Lavelle Capital with a Series 65 designation and one year of industry experience. Prior to joining Lavelle Capital, he held roles at Tishman Capital Partners and Columbia University. Lavelle Capital serves entrepreneurial families and their related entities, providing discretionary investment management that combines public-market allocations with selectively sourced private investments. The firm specializes in sourcing and managing private opportunities, structuring investment vehicles, and coordinating with clients’ legal and tax advisors.

Joshua Gatti is a financial advisor at Morling Financial Advisors, LLC with a Series 65 designation. He joined Morling Financial Advisors in 2025 and has prior experience in lending and credit union roles, including positions at JVM Lending, Lending Club, and Patelco Credit Union. He also worked at Santa Clara University from 2022 to 2024. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm provides discretionary investment management, financial planning, and pension consulting, typically implementing portfolios using index-based strategies, mutual funds, ETFs, listed equities, fixed income, and alternative investments.

Michael Lin is a financial advisor with New Insight Wealth Advisors in San Ramon, CA, holding a Series 66 license and 21 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 15 years before joining New Insight Wealth Advisors and Purshe Kaplan Sterling Investments. Outside of his financial advisory role, he owns and directs Michael Lin Workshop, a video and media production business. New Insight Wealth Advisors provides discretionary asset management, retirement-plan consulting, and financial planning services to individual and high-net-worth clients, trusts, estates, and business entities. The firm employs a multi-disciplinary investment process utilizing a broad range of instruments and offers ongoing portfolio monitoring and periodic rebalancing.

Ralph Drybrough III is a financial advisor at Fort Point Capital Partners LLC with 29 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Merrill, Presidio Capital Advisors, Gordian Investments, and Stratifi. Outside of his advisory role, Drybrough serves on the board of NAX Group, which integrates corporate and digital assets, assisting with strategic initiatives. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm emphasizes risk management through global diversification, active oversight, cost control, and tax-aware strategies, and operates a multi-series fund-of-funds private investment platform across alternative asset classes.