Stacy Chretien is a CFP® professional with 29 years of industry experience, currently serving at Destination Wealth Management since 2023. She previously worked at Capasso Planning Partners, Insight Wealth Strategies, and Charles Schwab, where she spent 25 years in various roles. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that integrates fundamental research and thematic perspectives across multiple asset classes, while also offering estate planning and tax services through strategic partnerships.

Yisha Wang is a CFP®-credentialed financial advisor with eight years of industry experience. She is currently with Empirical Wealth Management and has previously worked at Mariner Wealth Advisors, Northwestern Mutual Wealth Management Company, and Wedbush Securities Inc., among others. Outside of finance, she teaches mobility and flexibility exercises at LDS Studio, a dance studio. Empirical Wealth Management serves a diverse client base including individuals, trusts, estates, and institutional investors, offering fee-based investment management and related financial services. The firm employs a Modern Portfolio Theory approach with diversified model portfolios and manages alternative strategy funds, while also providing in-house real estate, insurance, and estate-planning services through affiliated businesses.

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. He holds a Series 65 designation and has two years of industry experience. Prior to joining Wealth Watch Advisors, he was affiliated with Shield Financial Services while also licensed as a life and annuity agent in California, focusing on client discussions related to life and annuity contracts. Wealth Watch Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical methods to manage portfolios through approved third-party model managers and offers access to selected alternative private placements for accredited investors.

Mark Foster Sr. is a financial advisor with Nwf Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Principal Securities Inc, Mbfs Inc, and Principal Life Insurance. Foster also operates Mark Foster Insurance Services, where he sells and services group health insurance. Nwf Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement consulting through an open-architecture, technology-driven platform.

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.

Carol Ochoa is a financial advisor at Prosperity Capital Advisors with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Your Secure Retirement Capital and C2P Capital Advisory Group, LLC. Outside of advisory work, she serves as Chapter President of the Foundation for Fiduciary Education Inc. in Pleasanton, CA, where she conducts financial literacy seminars without compensation. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to individual, corporate, charitable, and retirement plan clients. The firm employs a model-driven, multi-sleeved investment approach that includes core risk-based portfolios, specialized strategies, and access to a range of mutual funds, ETFs, and alternative solutions.

Sonja Kurhanewicz is a financial advisor with Legacy Wealth Management, LLC in Pleasanton, CA, holding 2 years of industry experience. She has also been involved with Essential Business Concepts, Inc. since 2008. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm offers customized investment strategies using in-house models, sub-advisers, and a broad range of investment options, including alternatives and illiquid programs.

David Rairden is a CFP® professional with 27 years of experience in financial advisory services. He has worked at Destination Wealth Management since 2017 and previously held roles at USAA Financial Planning Services and Charles Schwab. Destination Wealth Management provides discretionary investment management and financial planning to a diverse client base including individuals, high-net-worth clients, and charitable organizations. The firm employs an asset-allocation-driven investment process that integrates fundamental research and thematic long-term perspectives, offering alternative investment opportunities with committee oversight and expanded estate-planning and tax services.

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 in Walnut Creek, CA, holding Series 63 and Series 65 designations with three years of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Destination Wealth Management provides discretionary investment management and financial planning to a diverse client base including individuals, high-net-worth clients, and institutions. The firm employs an asset-allocation driven investment process that integrates fundamental research with thematic, long-term perspectives and offers alternative investment opportunities under committee oversight.

Stacy Tredennick is a financial advisor with NWF Advisory Services Inc and holds a Series 66 credential. She has 24 years of industry experience, including prior roles at Merrill, Whjr Associates, and OSAIC. Outside of her advisory work, she assists in managing her mother's trust and retirement accounts as a trustee and power of attorney. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisors. The firm serves primarily individual and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, utilizing an open-architecture, technology-driven platform.

Kevin Shelton is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Buck Wealth Strategies, LLC. His prior roles include positions at Fidelity Brokerage Services LLC and The Prudential Insurance Company of America. He holds the Series 63 designation. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with tactical asset allocation and sector rotation, utilizing equities, ETFs, mutual funds, fixed income, and select alternatives, and integrates third-party financial-planning tools and money managers.

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.

Dennis Densmore is a financial advisor at Destination Wealth Management in Walnut Creek, CA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Destination Wealth Management since 2000. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes an asset-allocation driven investment process that combines fundamental research with thematic, longer-term perspectives across multiple asset classes and offers alternative investment opportunities with committee oversight.

Jacob Reid is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at several firms including Cambridge Investment Research, Securities America Advisors, and Capital Insight Partners. Reid is active in community and professional organizations, serving as a board member of an engineering corporation and volunteering with Rotary International and the Livermore-Pleasanton Elks Lodge. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies through model asset allocations and discretionary or non-discretionary manager relationships.

Jordan Wesley is a financial advisor at Destination Wealth Management in Walnut Creek, CA, holding a Series 65 designation with 12 years of industry experience. He 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, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses an asset-allocation driven investment process combining fundamental research with longer-term thematic perspectives and offers alternative investment opportunities with committee oversight.

Mark Arola is a financial advisor at Buck Wealth Strategies, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at AE Wealth Management, LLC, J.W. Cole Advisors, Inc., and Global Financial Private Capital, LLC. Outside of his advisory role, he is the owner and president of Stoneridge Marketing Group. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro approach emphasizing tactical asset allocation and routinely incorporates options strategies and third-party money managers in portfolio construction.