Kim Berger is a financial advisor at North Berkeley Wealth Management, LLC with a Series 65 designation and three years of industry experience. Prior to joining the firm, Kim worked for ten years at Grifols Diagnostics. Outside of financial advising, Kim serves as Secretary for pHionics, Inc., a company that manufactures and sells water equipment. North Berkeley Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $710.6 million in assets, offering comprehensive financial planning and investment management with a focus on long-term, total-return portfolios that blend passive and active strategies and include options for ESG and carbon-screened investments.

Gabriella Stamps is a financial advisor at California Financial Advisors with a Series 65 credential. She has been with the firm since 2024 and has prior work experience in various roles outside the financial industry, including education and veterinary clinic positions. California Financial Advisors is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses. The firm manages over $2 billion in assets and employs an investment approach focused on asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers, tailoring strategies to clients’ objectives and tax considerations.

Nickolas Bowers is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA. He holds a Series 65 license and has one year of industry experience. His prior work includes roles at New York Life Insurance Company and Sierra Central Credit Union, among others. Liberty Wealth Management provides advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm combines centrally developed and advisor-developed investment strategies, emphasizes diversification, and offers access to private-market investments through affiliated businesses and third-party managers.

Charles Blankley is a CFA® charterholder with nine years of industry experience. He is affiliated with Gemmer Asset Management LLC, where he has been since 2000. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets for individuals, trusts, retirement plans, corporations, and nonprofits. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers branded portfolio strategies and consulting services, and maintains a dedicated Social Strategy incorporating ESG and fossil-fuel exposure metrics.

Brian Kozel is a CFP® professional with 10 years of industry experience, currently serving at North Berkeley Wealth Management, LLC. He has been with North Berkeley Investment Partners since 2011. 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 offers comprehensive financial planning and investment management with a focus on long-term, total-return oriented portfolios that combine passive and active strategies, including options and ESG screening for clients who request social considerations.

John Kerns is a portfolio manager at Meridian Investment Counsel, Inc. with 28 years of industry experience. He has been with Meridian since 2005 and has operated a separate CPA and business-consulting practice since 1981, providing accounting services as a sole proprietor. Meridian Investment Counsel offers discretionary investment management and financial planning to individuals, families, trusts, non-profit organizations, and retirement plans. The firm employs a tax-aware, conservative growth strategy based on fundamental security analysis, asset allocation, and typically long holding periods, managing portfolios on a fiduciary basis with in-house discretion.

Mark Pitre is a CFP® with 37 years of industry experience, currently serving at California Financial Advisors. He has worked with Foothill Securities and has been with Maloon, Powers, Pitre & Higgins, LLC dba CFA since 1998. In addition to his advisory role, he is involved in insurance sales and servicing existing contracts on a limited basis. California Financial Advisors is an SEC-registered firm that provides portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm manages over $2 billion in assets and utilizes a tailored investment approach focused on asset allocation, fund analysis, and due diligence of third-party managers.

Cole Matsuura is a Series 65-licensed financial advisor with one year of industry experience. He has been with Echo45 Advisors LLC since 2020, following earlier roles in hospitality and other sectors. Echo45 Advisors serves individuals, including high-net-worth clients, trusts, retirement plans, and business entities with wealth management, discretionary investment management, and financial planning. The firm combines multiple analytical methods and technology platforms to deliver customized and automated investment solutions, supported by affiliated tax and estate services and unique structural features.

Barry Mendelson is a CFP® with 15 years of industry experience and holds a Series 63 designation. He has worked at Zrc Wealth Management since 2014. Mendelson is currently part of Elevation Wealth Partners, LLC, a six-advisor team based in Walnut Creek, CA. Elevation Wealth Partners provides fee-only discretionary portfolio management and comprehensive financial planning to individuals, families, high-net-worth clients, small businesses, pension and profit-sharing plans, trusts, and estates. The firm emphasizes asset allocation and long-term, academically informed investment strategies while integrating tax and accounting services through in-house specialists.

Stacey Liu is a CFP® and ChFC® with 12 years of experience in the financial industry. She currently works at Treehouse Wealth Advisors and has held roles at Garrison Point Advisors, LLC, San Francisco Sentry Investment Group, and SF Sentry Securities, Inc. Treehouse Wealth Advisors manages approximately $597 million for a diverse client base that includes individuals, high-net-worth clients, pension and charitable entities, and corporations. The firm provides tailored portfolio management, financial consulting, and wealth planning services, using a combination of technical and fundamental analysis, supported by AI-assisted research with human oversight.

Eric Rudney is the sole advisor at Rudney Associates with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Rudney Associates since 2002 and Gillett Financial since 1995. Rudney Associates provides investment advisory and retirement plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts and estates, business entities, and charitable organizations. The firm employs both fundamental and technical analysis across mutual funds, ETFs, equities, and fixed-income securities, and manages approximately $868 million in assets for about 458 client relationships.

Cagatay Koc is a financial advisor at North Berkeley Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Strategic Wealth Planning, LifePro Financial Services, and Faubourg Private Wealth, among others. 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 focuses on long-term, total-return oriented portfolios using a combination of passive and active strategies, documented Investment Policy Statements, and systematic rebalancing, with options for ESG and carbon-screened investments.

Angela Wright is a CFP® with 18 years of industry experience. She joined Gemmer Asset Management LLC in 2024 after 16 years at Del Monte Group, LLC. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets and serves a diverse client base including individuals, trusts, estates, retirement plans, corporations, nonprofits, and independent fiduciaries. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers branded strategies, and maintains a dedicated Social Strategy incorporating ESG scores and fossil-fuel exposure metrics.

Jeffrey St. Claire is a financial advisor at Blume Capital Management, Inc. in Berkeley, CA, holding a Series 65 designation with 12 years of industry experience. He has been with Blume Capital Management since 2004. Blume Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, pension plans, charitable foundations, and private investment funds. The firm emphasizes a long-term, value-oriented equity approach combined with diversified asset allocation and the treatment of cash as an asset class, using mutual funds, ETFs, individual securities, and alternative investments for qualified clients.

David Potts is a financial advisor at Dixon Financial Services with eight years of industry experience. He holds a Series 66 designation and previously worked for nine years at Dimensional Fund Advisors. He attended Santa Clara University from 2013 to 2017. Dixon Financial Services serves individuals, trustees, charitable organizations, business owners, and corporations by providing customized investment advisory services focused on strategic asset allocation across stocks, bonds, and cash. The firm emphasizes a low-turnover rebalancing approach and utilizes financial simulations and performance reporting to support client planning, managing over $1 billion in assets with a team of six advisors.

Samara Hanson Velloo is a Series 66 licensed financial advisor at Elevation Wealth Partners, LLC with two years of industry experience. Her prior roles include positions at Morgan Stanley, Global Retirement Partners, and LPL Financial. Elevation Wealth Partners is a six-advisor team serving individuals, families, high-net-worth clients, small businesses, pension and profit-sharing plans, trusts, and estates. The firm provides fee-only discretionary portfolio management and comprehensive financial planning, emphasizing long-term, academically informed strategies and integrated tax and accounting services.

Michael Maloon is a CFP® and ChFC® with 39 years of industry experience. He is affiliated with California Financial Advisors and has held roles at Foothill Securities and his own firm Maloon, Powers, Pitre & Higgins, LLC dba CFA. He also maintains insurance agent roles with Lincoln National Life Insurance Company and Jackson National Life Insurance Company, providing service for existing insurance and annuity business. California Financial Advisors is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses. The firm manages over $2 billion in assets and employs an investment approach that includes asset allocation, mutual fund and ETF analysis, and third-party manager due diligence tailored to client objectives and tax considerations.

Alexis Olian is a CFP® professional with 10 years of experience in financial advising. She currently works with Treehouse Wealth Advisors and previously spent 12 years at The Humphreys Group. Treehouse Wealth Advisors manages approximately $597 million for individual and high-net-worth clients, pension and charitable entities, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial consulting, and wealth planning services, utilizing a combination of technical and fundamental analysis alongside AI-supported research under human supervision.

Joshua Schefers is a CFP® professional with 18 years of industry experience. He is affiliated with Valley Wealth Strategies, LLC and has previously worked with LPL Financial and National Planning Corporation. He also operates Zuk Financial Group. Valley Wealth Strategies, LLC serves individuals, families, trusts, small businesses, and charitable organizations by providing customized investment management and financial planning services. The firm employs a primarily long-term investment approach and manages a significant portion of assets on a non-discretionary basis.

Adrian Azofeifa is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Liberty Wealth Management, he worked at OBI Capital and has experience in insurance and annuities through his role at Lifetime Planning Marketing, Inc. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm combines centrally developed and Adviser Representative–developed strategies, emphasizes diversification across traditional and private-market investments, and offers a range of client services including discretionary and non-discretionary portfolio management.