Lee Levy is a financial advisor with Savvy, holding Series 65 and Series 63 licenses and 21 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Wells Fargo Clearing, and Morgan Stanley Private Bank. Savvy serves individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations with customized investment and financial planning services. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware strategies, integrating third-party sub-advisers and fintech tools.

Jeffrey Hodges is a financial advisor at Encompass More Asset Management LLC with five years of industry experience. He holds a Series 66 credential and has worked at JPMorgan Chase Bank, First Republic Securities, and previously in the airline industry with Alaska Airlines and Virgin America. Outside of finance, he is the owner of Linescapes, a fine art business focused on selling paintings and modeling. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with specialized retirement account management.

Seema Saini is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. She has been associated with Chahal & Associates since 2011. Outside of her advisory work, she is a passive partner in SSG Restaurant Inc., a Mountain Mike Pizza franchise, where she manages accounting and taxes. 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 both internal and third-party expertise.

Christopher Logue is a financial advisor with Lifemark Securities Corp. in Pittsburg, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Lifemark Securities since 2018 and previously spent seven years at Foresters Equity Services, along with running Logue Asset Management since 2000. Outside of his advisory role, he serves on the Housing Loan Advisory Committee for the city of Oroville. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, offering a range of portfolio management options and tailored advice based on risk assessments.

Brett Le Mmon is a financial advisor at Earned Wealth Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Thomas Doll for ten years before joining Earned Wealth and then Earned Wealth Advisors. Earned Wealth Advisors serves individual and institutional clients, particularly physicians, dentists, and their practice employees, offering financial planning, discretionary wealth management, and retirement plan consulting. The firm utilizes independent investment managers, model portfolios, and advanced tools such as Monte Carlo analysis and automated tax-loss harvesting to manage assets.

Michael Harris is a financial advisor at BlueSpring Wealth Management, LLC with 12 years of industry experience. He holds a Series 65 credential and has worked at Kestra Financial Inc., Capital Planning Advisors, and Bedell Frazier Investment Counselling, LLC. BlueSpring Wealth Management is a multi-team firm with 46 advisors that serves individuals, business owners, trusts and estates, and pension and profit-sharing plans. The firm provides discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting, employing a customized investment approach overseen by an Investment Committee.

Robert Jacques is a CFP®-designated financial advisor with 27 years of industry experience. He has worked at Destination Wealth Management since 1999, with prior roles at U.S. Bancorp Advisors, LLC and Citigroup Global Markets. Jacques is based in Walnut Creek, CA. Destination Wealth Management serves a range of clients 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 other strategies, with a focus on committee-reviewed alternative investments and coordinated estate and tax services through third-party partners.

Michael Frazier is a financial advisor at BlueSpring Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Kestra Financial Inc., Capital Planning Advisors, and Bedell Frazier Investment Counselling, LLC. BlueSpring Wealth Management serves a diverse client base, including individuals, business owners, trusts, estates, and pension and profit-sharing plans. The firm uses a customized investment process overseen by an Investment Committee and offers services such as discretionary investment management, financial planning, retirement plan consulting, and access to independent managers and private placement opportunities.

Judith Hirotaka is a financial advisor at The Mather Group, LLC with 18 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at firms including Wealth Enhancement Group, Ginsburg Financial Advisors, Mercer Global Advisors Inc., and Osborne Partners Capital Management. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable strategies and incorporates AI and machine-learning tools alongside human oversight.

Rita Chan is a Certified Financial Planner® with 14 years of industry experience. She has been with Destination Wealth Management since 2015. Destination Wealth Management provides discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a core-and-tactical allocation approach informed by fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Jessica Pincus is a financial advisor at Earned Wealth Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments and Thomas Doll. Outside of her advisory role, she is an angel investor in Gaingels LLC, a diversity and inclusion-oriented venture capital fund. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm provides comprehensive financial planning, discretionary wealth management, and retirement plan consulting, primarily implementing portfolios through independent managers and model portfolios while integrating a network of affiliated businesses.

George Reel is a financial advisor at Destination Wealth Management in Walnut Creek, CA, holding a Series 65 designation with seven years of industry experience. He has been with Destination Wealth Management since 2010. Destination Wealth Management provides discretionary investment management and financial planning 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 thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Reed Nothwang is a CFP® with nine years of industry experience, currently affiliated with Compound Planning, Inc. He has held positions at several financial firms, including Cerity Partners LLC, Brouwer & Janachowski LLC, U.S. Bancorp Investments, Inc., and Edward Jones. Outside of his advisory work, he serves on the Board of Directors for RotaCare San Rafael, a nonprofit providing medical care to uninsured families. Compound Planning serves individuals, families, businesses, and retirement plans with a combination of discretionary portfolio management, financial planning, institutional plan advisory, and a Turnkey Asset Management Program for financial intermediaries. The firm emphasizes customized, risk-based model allocations using a variety of investment strategies and leverages technology partnerships to enhance its offerings.

Joseph Kalinowski is a financial advisor at Earned Wealth Advisors, LLC with 27 years of industry experience and holds the PFS™ designation. His prior work includes roles with Thomas Doll CPA's, PensionOne Advisors, and Td Payroll, among others, spanning over three decades in accounting and advisory services. Earned Wealth Advisors serves individual and institutional clients, particularly physicians, dentists, and their practice employees, offering comprehensive financial planning, discretionary wealth management, and retirement plan consulting. The firm primarily implements client portfolios through independent managers and model portfolios, utilizing advanced tools and maintaining integration with a family of affiliated businesses across accounting, payroll, insurance, and publishing.

Ali Oromchian is an advisor at Earned Wealth Advisors, LLC with one year of industry experience. He also serves as CEO and President of The America HR Group, Inc., an HR software company, and works as an attorney at Dental & Medical Counsel, PC. 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 offers financial planning, discretionary wealth management, and retirement-plan advisory services, employing a diversified, buy-and-hold investment approach supported by financial planning tools and independent investment managers.

Joel Everett is a financial advisor with Transce3nd LLC in Walnut Creek, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Transce3nd in 2025, he worked at Realta Equities Inc., Freedom Proxy, Proxy Freedom LLC, and Uniter Planners' Financial Services of America. Outside of finance, he owns and instructs at GID Martial Arts, a martial arts school he has been involved with since 2013. Transce3nd LLC serves a diverse client base including individuals, trusts, foundations, and institutions, providing investment management, financial planning, and retirement consulting. The firm’s investment approach emphasizes strategic asset allocation and utilizes third-party managers and advanced risk-profiling tools.

Thomas Bennett is a CFP® with 25 years of industry experience, currently affiliated with RBC Securities, Inc. He has previously worked at City National Securities, Horter Investment Management, and UnionBanc Investment Services. Bennett serves as a director for the Financial Planning Association’s East Bay chapter, representing the local community at state and national levels. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates with a broad financial services group, providing financial planning, portfolio management, and access to an affiliated sub-advisor for asset allocation and portfolio implementation.

Kenneth Martinson is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Consolidated Portfolio Review Corp since 2020 and has prior experience at Vanderbilt Securities, LLC, Kms Financial Services, Inc, and Financial Resources, Inc. Martinson serves as President and Managing Executive of Financial Resources, Inc. and is a partner at Martinson Stoller Advisors. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s advisor-driven investment process combines strategic asset allocation with fundamental and technical analysis, offering discretionary and non-discretionary managed accounts, proprietary model portfolios, and access to independent third-party sub-advisors.

Mark Mc Mechen is a financial advisor at Destination Wealth Management in Walnut Creek, CA, holding a Series 65 designation with eight years of industry experience. He has been with Destination Wealth Management since 2009. Destination Wealth Management provides discretionary investment management and financial planning services to a range of clients, including individuals, high-net-worth clients, pension plans, trusts, and corporations. The firm employs a core-and-tactical allocation framework informed by long-term fundamental and macroeconomic research and manages over $4.1 billion in discretionary assets.

Dustin Tong is a CFP® professional with 15 years of industry experience, currently serving at Destination Wealth Management since 2012. He holds Series 63 and Series 65 licenses and is based in Walnut Creek, CA. Destination Wealth Management provides discretionary investment management and financial planning services to a range of clients including individuals, high-net-worth households, pension plans, trusts, and charitable organizations. The firm employs a core-and-tactical allocation approach informed by thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.