Jake Popoff is a financial advisor at HCM Wealth with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Hutchinson Capital Management and Sanford C. Bernstein & Co., LLC. HCM Wealth is an independent, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on capital preservation and a value-oriented investment approach, managing approximately $942 million with a four-advisor team.

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.

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.

Albert Gutierrez is a CFA® charterholder with 11 years of industry experience. He has been with Atlas Capital Advisors Inc. since 2010. The firm operates as a team of five advisors based in San Francisco, CA. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and corporate clients. The firm employs evidence-driven, total-portfolio asset allocation and utilizes a variety of instruments including equities, fixed income, ETFs, derivatives, and private alternative investments.

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.

Nicholas Imbimbo is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Stonebridge Financial Group since 2026 and previously spent 11 years with Equitable Advisors. Outside of finance, he is a partial owner of Imbimbo Family Winery, involved in wine sales and production. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, offering discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a mix of quantitative and qualitative investment approaches and manages approximately $896 million in discretionary assets.

Joseph Mcdonough is a financial advisor at Lewis Asset Management with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at BlackRock and Mechanic's Bank. Lewis Asset Management is a registered investment adviser serving individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers discretionary portfolio management and standalone financial planning, focusing on long-term trading and diversified portfolios that typically include exchange-traded funds and no-load mutual funds.

Scott Horton is a Certified Financial Planner® with 24 years of industry experience. He has been with J.P. King Advisors, Inc. since 2008 and is a shareholder and vice president of the firm. Outside of his advisory role, he operates a sole proprietorship selling annuities and other insurance products. J.P. King Advisors, Inc. provides comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, as well as trusts, estates, pension plans, charitable organizations, and businesses. The firm emphasizes risk management and strategic asset allocation through globally diversified portfolios, primarily using no-load mutual funds and ETFs.

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.

Gregory O'Donnell is a financial advisor with O'Donnell Financial Services, LLC in San Rafael, CA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been affiliated with O'Donnell Financial Services since 2015 and with Independent Financial Group, LLC since 2016. Outside of advising, he hosts "The Greg O'Donnell Financial Hour," a public speaking program discussing financial topics. O'Donnell Financial Services, LLC provides wrap asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, and business entities. The firm offers discretionary and non-discretionary advisory services with investment strategies ranging from long-term buy-and-hold to short-term trading, including the use of margin, short sales, options, and other derivatives when appropriate.

Dawnalizabeth Henke is a Series 65-licensed financial advisor at Capital Advantage, Inc. in Walnut Creek, CA, with 18 years of industry experience. She has been with Capital Advantage since 2006. Capital Advantage, Inc. serves individual and high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management and financial planning. The firm uses a combination of fundamental and technical analysis and manages portfolios using mutual funds, ETFs, individual equities, and fixed income, with regular account reviews and a team-based approach.

Timothy Bangert is a financial advisor with McClurg Capital Corporation in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with McClurg Capital since 1994. McClurg Capital provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, IRAs, endowments, and charitable organizations. The firm emphasizes account-level customization, employing strategies such as asset-class diversification, bond laddering, and tactical cash management, with daily oversight and quarterly performance reporting.

Jonathan Gonzalez is a financial advisor at J.P. King Advisors, Inc. in Walnut Creek, CA, holding a Series 65 designation with 16 years at the firm and 8 years of industry experience. J.P. King Advisors, Inc. is an employee-owned investment advisory firm managing approximately $889.7 million for around 450 family client relationships. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing risk management and strategic asset allocation through globally diversified portfolios overseen by an Investment Committee.

Joseph Fierro is a financial advisor at Tamalpais Asset Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Global View Capital Management and related affiliates for a decade, in addition to operating as a sole proprietor since 2010. Outside of his advisory work, Fierro is also a music instructor and performer. Tamalpais Asset Management manages approximately $262.5 million across about 261 client relationships, focusing on high-net-worth households and accredited investors. The firm provides portfolio management and financial planning, typically using passive core exposures combined with modern portfolio theory and other strategies tailored to client needs.

David Espineira is a CFP® with 10 years of industry experience, currently serving as an advisor at Burton Enright Welch since 2015. He holds a Series 66 license and is based in Walnut Creek, CA. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and business entities. The firm manages approximately $1.246 billion in assets for around 610 clients, using a disciplined four-step investment process that combines active and passive strategies with ongoing portfolio monitoring.

Gino Garcia is a financial advisor at Atlas Capital Advisors Inc. in San Francisco, CA, holding a Series 65 designation with one year of industry experience. He previously worked at Meridian Financial LLC for one year. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and corporate entities. The firm uses evidence-driven methods combining fundamental, technical, and quantitative analysis to manage tax-aware, discretionary portfolios with a focus on total-portfolio asset allocation.

Adam Mc Nulty is a CFP® with 38 years of industry experience and is currently affiliated with Liberty Wealth Management, LLC. He has worked at Liberty Wealth Management since 2018 and previously at AE Financial Services, LLC. Outside of advisory work, he is the founder and president of East Bay Flag Football, a nonprofit flag football club for children. Liberty Wealth Management, LLC is an SEC-registered advisory firm that serves individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed models and advisor-developed strategies, using quantitative and fundamental analysis to construct diversified portfolios that may include mutual funds, ETFs, fixed income, real estate, and private market investments, while also integrating third-party managers and offering client education programs.

Sarah Smith is a financial advisor at Willow Grove Advisors, LLC in Berkeley, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Willow Grove Advisors in 2022, she worked at Marin Theatre Company and the University of Puget Sound. Outside of finance, she has experience in theatrical arts and corsetry. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for individual and high-net-worth clients. The firm combines technical and economic analysis with strategic asset allocation, offering customized portfolio management and integrating both private and public holdings for suitable investors.

Jordan Johal is a financial advisor with Liberty Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at the Bank of England and has been a co-owner of Golden State Auto Group, a non-investment-related auto wholesaler, since 2014. Johal also serves as an insurance agent for Lifetime Planning Marketing, Inc., a field marketing association offering insurance products. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and corporations. The firm employs a combination of centralized models and adviser-developed strategies, incorporating quantitative and fundamental analysis to build diversified portfolios, and offers a range of services including financial planning, investment management, and educational seminars.

Peter Fogarty is a financial advisor at Orca Investment Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Orca in 2026, he worked at Paulson Investment Advisors LLC and has been associated with Paulson Investment Company since 2015. Orca Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to deliver tailored investment strategies ranging from conservative capital preservation to equity-centric growth.