Stacy Chretien is a CFP® certificant with 29 years of experience in financial advising. She is currently with Destination Wealth Management and has previously worked at Capasso Planning Partners, Insight Wealth Strategies, and Charles Schwab, where she spent over two decades. Destination Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a core-and-tactical allocation investment approach based on thematic research and macroeconomic analysis, managing discretionary portfolios that may include equities, fixed income, ETFs, options, and private securities.

Yisha Wang is a CFP® with eight years of industry experience, currently serving as a financial advisor at Empirical Wealth Management. Prior to joining Empirical in 2024, she worked at Mariner Wealth Advisors and Northwestern Mutual Wealth Management Company. Outside of finance, she is an instructor at LDS Studio, where she leads classes focused on mobility and flexibility exercises. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, and institutional investors. The firm employs a Modern Portfolio Theory-based approach with diversified portfolios, and offers a range of financial planning, investment management, and affiliated real estate, insurance, and legal services.

David Harlow is a financial advisor at Earned Wealth Advisors, LLC in Walnut Creek, CA, holding the PFS™ designation and Series 65 license with 20 years of industry experience. He previously worked at Capital Performance Advisors LLP and is involved with TWD Payroll, Inc. and Thomas, Doll & Company, CPAs. 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 provides financial planning, discretionary wealth management, and retirement-plan advisory services, employing a diversified, buy-and-hold investment approach informed by third-party consultants and an internal committee.

Sunita Pathak is a financial advisor at Earned Wealth Advisors, LLC with one year of experience in the industry. She has worked as a senior tax accountant at Chahal & Associates LLC since 2009. 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 employs a diversified investment approach using independent managers and model portfolios, supported by financial planning techniques and discretionary management.

William Watson is a financial advisor at Wealth Watch Advisors, INC with one year of industry experience. He holds a Series 65 designation and previously worked at Shield Financial Services. Outside of advisory work, he is licensed as a life and annuity agent in California and dedicates time to meeting with clients about life and annuity contracts as part of financial planning. Wealth Watch Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional accounts, providing portfolio management and financial planning primarily through third-party model portfolios. The firm employs a model-driven investment approach using approved sub-advisors and offers tailored recommendations based on client interviews and risk assessments.

Mark Foster Sr. is an investment advisor representative at NWF Advisory Services Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Principal Securities Inc. and MBFS Inc. Foster also owns and operates Mark Foster Insurance Services, which sells and services group health insurance. NWF Advisory Services manages approximately $6.4 billion in client assets, serving primarily individual and high-net-worth clients. The firm offers portfolio management and financial planning through a technology-driven platform that employs open architecture and a variety of program options tailored to client objectives.

Joie Hurtado Wyatt is a financial advisor at Northwest Asset Management with one year of industry experience. She holds the Series 65 designation and has previously worked at Absolute Independent Living Service, Uber, and Athens Administrators. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs investment strategies based on strategic asset allocation and Modern Portfolio Theory, offering customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services.

Michael Solari is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and two years of industry experience. He has worked with Encompass More since 2023 and concurrently with Appreciation Financial since 2020, where he is also a licensed life insurance agent involved in retirement and financial planning. Prior to his financial career, he spent nine years with Venge Vineyards. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, focusing exclusively on individual investors rather than corporate or charitable clients.

David Rairden is a CFP® professional with 27 years of industry experience, currently advising at Destination Wealth Management where he has worked since 2017. He holds Series 63 and Series 65 licenses. Destination Wealth Management serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm offers discretionary investment management and financial planning, utilizing model portfolios that combine equities, fixed income, ETFs, alternative investments, and sub-advisers, with a focus on rigorous oversight of alternative investments and coordinated estate and tax services through strategic partners.

Meredith Rosen is a financial advisor at BlueSpring Wealth Management, LLC with 13 years of industry experience. She holds the Series 65 designation and has worked at firms including Kestra Financial Inc., Capital Planning Advisors, and Bedell Frazier Investment Counselling, LLC. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment process is overseen by an Investment Committee and emphasizes customized investment policies developed through its proprietary Sojourn™ application.

Noah Dalhamer is a financial advisor at Destination Wealth Management with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Destination Wealth Management in 2021, he held positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Destination Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary investment management and financial planning, utilizing a suite of model portfolios that include equities, fixed income, ETFs, alternative investments, and other strategies, with ongoing oversight of alternative investments through an Investment Policy Committee.

Stacy Tredennick is a financial advisor with NWF Advisory Services Inc and holds a Series 66 designation. She has 23 years of industry experience, including prior roles at OSAIC and WHJR Associates. Outside of her advisory work, she assists in managing her mother’s trust and retirement accounts as a co-trustee and power of attorney. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm offers a range of discretionary and non-discretionary account programs through an open-architecture platform that incorporates advisor-managed portfolios, third-party model portfolios, and a mix of strategic and tactical investment approaches.

Patricia Ramirez is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at Raymond James & Associates, Inc. for nine years and Vanderbilt Financial Group for two years. In addition to her advisory role, she is a money mindset coach who offers a virtual program aimed at helping women rewrite their financial narratives. Consolidated Portfolio Review Corp is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary managed accounts, proprietary ETF model portfolios, financial planning, and access to third-party sub-advisors, supporting a range of investment strategies tailored to client objectives.

Matthew Casatico is a financial advisor at Choreo, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Aldrich Wealth and Ameritas Advisory Services, among others. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, institutional clients, and retirement plan sponsors. The firm offers a range of advisory services such as portfolio management, financial planning, outsourced CIO services, and specialized consulting, using a structured investment process that incorporates quantitative screening and a variety of investment vehicles.

Manuel Goulart is a financial advisor with Founders Financial Securities LLC in San Ramon, CA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Founders Financial Securities and operates Goulart Partners, an investment advisory firm, since 2014. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, and retirement consulting, utilizing multiple advisory platforms and a combination of mutual funds, ETFs, model allocations, and sub-advised strategies.

James Noack is a financial advisor with Madison Avenue Securities, LLC who holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has worked at Madison Avenue Securities and its predecessor firms since 2009 and is also president and owner of New Vintage Financial Services, LLC. Additionally, he serves as a board member and part owner of NoSeeUm Land Company and NoSeeUm Orchard, entities involved in land management and residential development in Washington. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a variety of account platforms and programs, employing multiple investment strategies and serving clients through a network of investment adviser representatives.

Dennis Densmore is a financial advisor with Destination Wealth Management in Walnut Creek, CA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 26 years at Destination Wealth Management. Destination Wealth Management provides discretionary investment management and financial planning to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a core-and-tactical allocation approach supported by fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Jordan Wesley is a financial advisor at Destination Wealth Management in Walnut Creek, CA, with 11 years of industry experience. He holds a Series 65 designation and has been with Destination Wealth Management since 2011. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes a core-and-tactical allocation approach informed by fundamental and macroeconomic research and offers access to alternative investments and estate-planning and tax-preparation services through strategic partners.

Kathleen Fanelli is a CFP® professional with 23 years of experience in financial advising. She is currently with United Capital Financial Advisors and has previously worked at Cetera Advisor Networks LLC and Girard Securities, Inc. United Capital Financial Advisors offers financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and provides services including ESG and faith-based portfolio customization, client-facing technology, and access to third-party managers.

Pooja Agarwal is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. She has been involved with Chahal & Associates, Inc. since 2007, where she dedicates significant time during securities trading hours. Outside of advisory work, she provides tax preparation services on weekends and owns restaurant businesses. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on medical professionals and their practices. The firm uses a diversified, buy-and-hold investment approach informed by third-party consultants and an internal committee, offering discretionary wealth management and retirement-plan advisory services.