Lev Mandel is a financial advisor with First Affirmative Financial Network LLC and holds a Series 66 designation. He has nine years of industry experience, including prior roles at Cambridge Investment Research Advisors and Cambridge Investment Research. Mandel is also active as an author, educator, and podcast speaker. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and institutions through a nationwide network of advisors. The firm focuses on values-aligned and faith-based investing, integrating ESG factors and proprietary scores into portfolio construction, and offers a range of discretionary fiduciary investment management and financial planning services.

Jonathan Manzo Cardenas is a financial advisor with Affinity Capital Advisors LLC in Berkeley, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Affinity since 2018 and previously worked at Pacific Private Wealth Management, LLC from 2012 to 2018. Outside of advisory work, he is involved in managing real estate investment companies. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities with comprehensive portfolio management and financial planning. The firm combines fundamental, technical, and charting analysis to construct portfolios and offers a broader range of services including alternatives investing and direct real estate investment opportunities.

Emmett Peck Jr. is a CFP® professional with 28 years of industry experience, currently serving with Prosperity Financial Group, Inc. in San Ramon, CA. He has worked at both Prosperity Financial Group and Fortune Financial Services since 2016. Outside of his financial advisory role, Peck is involved with the National Ski Patrol, providing customer service and supporting on-mountain safety and emergency care. Prosperity Financial Group serves individuals, high-net-worth clients, trusts, estates, and business entities by offering asset management, financial planning, and consulting services. The firm manages approximately $503 million in discretionary assets through a team of seven advisors and provides tailored portfolios that may include a range of securities, supported by both in-house management and third-party money managers.

Laura Kohler is an advisor at Willow Grove Advisors, LLC with a Series 65 designation. She has recent experience working with Willow Grove Advisors and Ride Oakland, along with roles at Family Support Services and SoulCycle, LLC. Prior to her current roles, she spent five years at KPMG, LLP. Willow Grove Advisors is a fee-only SEC-registered investment adviser serving individual and high-net-worth clients, typically with account minimums of $500,000. The firm provides discretionary portfolio management with an investment approach that combines strategic asset allocation, technical and economic analysis, and uses a mix of ETFs, mutual funds, and private placements.

Kelly Randall is a CFP® professional with seven years of industry experience, currently serving as an advisor at Burton Enright Welch since 2019. Prior to that, Randall worked for five years at Altfest Personal Wealth Management. 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 across discretionary and non-discretionary accounts, employing a disciplined four-step investment approach that combines active and passive strategies with ongoing portfolio monitoring.

David Lewis is a financial advisor at Lewis Asset Management in Lafayette, CA, with 28 years of industry experience. He has been with Lewis Asset Management since 2007 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans through a five-advisor team, managing approximately $387 million. The firm focuses on long-term trading and broad-market exposure, constructing customized portfolios that emphasize diversified fund-based strategies aligned with clients’ objectives and risk tolerance.

Jacob Edwards is a financial advisor at Parkwoods Wealth Partners, LLC with one year of industry experience. He previously worked at Wellspring Financial Partners and has a background that includes roles outside finance, such as positions at Liquitech Fire Solutions and Frontline Wildfire Defense. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations, offering investment management, financial planning, retirement plan consulting, and employee financial wellness services. The firm emphasizes a long-term, asset-allocation investment approach based on Modern Portfolio Theory and utilizes various portfolio construction tools and strategies.

Daniel Beatty is a financial advisor at Selby Wealth Management with 19 years of industry experience. He has been with Selby Wealth Management since 2024 and also maintains a long-standing role at JOHN W. BOOKER & CO., CPAs, PC, where he has worked since 1983. Selby Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio construction, offering discretionary investment management and fiduciary retirement plan services.

Michael Mischler is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Gemmer Asset Management LLC since 2013. He holds a Series 63 license and is based in Walnut Creek, California. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets and serves a diverse client base including high net worth individuals, trusts, retirement plans, and nonprofits. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers branded strategies and sub-advisory services, and maintains a dedicated Social Strategy integrating ESG and fossil-fuel exposure metrics.

Michael Ye is a financial advisor at New Insight Wealth Advisors with four years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services and the Gwanju Institute of Science and Technology. New Insight Wealth Advisors serves individuals, trusts, pension plans, and corporate entities, offering asset management, retirement plan consulting, and financial planning. The firm employs a tailored, continuously monitored investment approach that incorporates multiple analytical methods and maintains portfolio duration within a narrow range around benchmarks.

Dajin Yang is a CFA® charterholder and holds a Series 63 license, currently serving at New Insight Wealth Advisors with one year of industry experience. Prior to joining the firm, he worked at OpenGov, Illumio, Riverbed Technology, Change Healthcare, and McKesson. New Insight Wealth Advisors serves individuals, trusts, pension plans, and corporate entities with asset management, retirement plan consulting, and financial planning. The firm employs a tailored, continuously monitored investment approach, utilizing a variety of analytical methods and maintaining a disciplined fixed-income strategy.

Maria Quintana Pilling is a CFA® charterholder with one year of experience at North Berkeley Wealth Management, LLC. Prior to joining the firm, she has owned and operated Urbanspice Nutrition, a nutrition and health coaching practice. She serves clients from Berkeley, CA. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $710.6 million in assets. The firm provides comprehensive financial planning and investment management with an emphasis on long-term, total-return oriented portfolios using a mix of passive and active strategies and offers ESG and carbon-screened options.

Ankit Sahu is a financial advisor with Prosperity Financial Group, Inc. in San Ramon, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Prosperity Financial Group since 2018, following roles at Prosperity Wealth Management and a one-year sabbatical. Outside of advising, he has involvement in real estate development through Sahu Brothers LLC. Prosperity Financial Group serves individuals, trusts, estates, and business entities, managing approximately $503 million in discretionary assets. The firm provides asset management, financial planning, and consulting services, tailoring portfolios to client goals and utilizing sub-advisory relationships and third-party money managers.

Charles Moore is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Liberty Wealth Management since 2018, previously at AE Financial Services and Liberty Group, LLC. He is also the owner of Moore Financial Advice, an investment-related financial firm based in San Francisco. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm uses a blend of centrally developed models and advisor-developed strategies, employing quantitative and fundamental analysis to construct diversified portfolios while integrating third-party managers and coordinating with outside professionals.

Joel Malakoff is a CFP® professional with 21 years of industry experience, currently serving at Malakoff Wealth since 2010. He also maintains a long-term association with LPL Financial and Malakoff & Associates, Inc. in Danville, CA. Malakoff Wealth provides financial planning and consulting services to individuals, trusts, nonprofit organizations, banks, business entities, and pension/profit-sharing plans. The firm delivers written financial plans with periodic reviews, focusing on fundamental analysis and manager evaluation, and refers clients to LPL Financial for investment implementation and portfolio supervision.

John Blatter is a financial advisor at Affinity Capital Advisors LLC with a Series 65 credential. He joined Affinity Capital Advisors in 2025 and has a varied background, including experience in solar energy and media. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing over 500 client relationships and approximately $851 million in assets. The firm offers comprehensive portfolio management and financial planning, employing a range of investment strategies that include stocks, bonds, options, and alternative investments.

Jason Qiu is a financial advisor at Echo45 Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Echo45, he held various roles outside of finance, including positions in the food service industry and at the University of California Riverside. Echo45 Advisors serves individuals, trusts, retirement plans, and business entities with comprehensive wealth management and financial planning services. The firm combines multiple analytical methods and a range of investment strategies, offering both discretionary management and an automated digital advisory service through Betterment Securities.

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, Inc. and Seafarer Capital Partners LLC. Ryan is based in Orinda, CA and holds Series 65 and Series 63 licenses. Bell Investment Advisors is a team-based SEC-registered adviser serving individual clients, trusts, and institutional accounts. The firm provides investment management and financial planning, employing diversified strategies primarily through ETFs and no-load mutual funds, with customized investment policy statements and ongoing portfolio monitoring.

Jon Henderson is a CFP® and holds a Series 66 license with 25 years of industry experience. He currently serves at Echo45 Advisors LLC, where he has worked since 2020, following prior roles at Bank of America and Merrill Lynch. Outside of his advisory work, he owns an artisan woodworking business and operates Echo45 Tax & Estate, a tax preparation and estate planning service. He is also a candidate for governor and serves as principal officer of his political campaign committee. Echo45 Advisors LLC provides investment advisory services to individuals, trusts, pension and profit-sharing plans, professional fiduciaries, and business entities. The firm manages diversified portfolios using a range of investment vehicles and offers wealth management, retirement plan consulting, financial planning, and estate-planning services, supported by affiliated service relationships and distinctive subsidiaries including Echo45 Tax & Estate and Echo45 Aviation LLC.

Daniel Ross is a CFP® with 27 years of experience in financial advising. He is a member of Liberty Wealth Management, LLC, where he has worked since 2018. Prior to this, he held positions at AE Financial Services, Granite Bay Asset Management, and other firms. Ross is also president of Dan Ross CPA APC, a CPA firm providing tax advice and accounting services to individuals and businesses. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed models and adviser-developed strategies, utilizing quantitative and fundamental analysis to construct diversified portfolios, and integrates third-party managers while offering ongoing client education programs.