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.

Lisa Gallo is a CFP® professional with 29 years of industry experience, currently serving at Encompass More Asset Management LLC. Her prior roles include positions at O'Donnell Financial Group, Independent Financial Group, United Planners' Financial Services of America, Vitucci & Associates, and National Planning Corp. She is also involved as an agent with Westland Financial Services, providing insurance products and business development solutions for independent financial advisors. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, 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 and high-net-worth clients.

Ivan Smirnou is a financial advisor with Avantax Planning Partners, Inc. based in Danville, CA. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm operates primarily through CPA firm networks and registered Advisor Representatives, managing approximately $7.57 billion in assets across 164 advisors and 7,500 clients as of the end of 2025.

Herbert Brown is a financial advisor at Zacks Investment Management, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Zacks Investment Management and its affiliate Zacks & Company since 2006. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm employs a proprietary quantitative and qualitative investment process centered on earnings-estimate revisions and offers a range of strategies and products across retail, institutional, and third-party distribution channels.

Marci Kerr is a financial advisor at Aprio Wealth Management, LLC in Walnut Creek, CA, holding a Series 65 credential with four years of industry experience. She previously worked at BNY Mellon from 2014 to 2022 before joining Aprio. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation alongside techniques such as dollar-cost averaging and technical analysis and coordinates referrals with an affiliated registered CPA firm while maintaining separate accounting and advisory services.

Dana Deroque is a Series 65-licensed advisor with 11 years of industry experience, currently serving at Destination Wealth Management since 2013. She is based in Walnut Creek, CA. Destination Wealth Management provides discretionary investment management and financial planning to a diverse client base, including individuals, high-net-worth clients, 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.

Benjamin Musson is a financial advisor at Destination Wealth Management in Walnut Creek, CA, holding a Series 66 designation with 18 years of industry experience. He has been with Destination Wealth Management since 2012. 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 uses a core-and-tactical allocation framework informed by thematic research and macroeconomic analysis and manages over $4.1 billion in discretionary assets.

Steven Quinly is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 credentials and over 46 years of industry experience. His prior work includes roles at Bank of America and Merrill. He also serves on the Contra Costa County Treasurer Oversight Committee. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm focuses on personalized advice and employs diversified asset allocation strategies across various investment types, including mutual funds, ETFs, equities, fixed income, and alternatives.

Dilnoor Kaur is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. She concurrently serves as a senior tax accountant at Chahal & Associates LLC, an accounting firm where she has worked since 2015. 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 combines financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers, model portfolios, and a third-party consultant to guide diversified, buy-and-hold investment strategies.

Byron Valles is a CFP® professional at Mission Wealth Management, LP with eight years of industry experience. He has previously worked at firms including LPL Financial, First Republic Investment Management, and Fidelity Brokerage Services. Outside of his advisory role, he maintains a real estate business. Mission Wealth Management is an SEC-registered multi-team advisory firm with 135 advisors managing approximately $17 billion. The firm serves high-net-worth individuals, families, and institutional clients, offering personalized wealth management, portfolio management, financial planning, and institutional retirement plan services with an emphasis on long-term investment strategies and alternative investments.

Joanna Aiken is a financial advisor at Choreo, LLC with 29 years of industry experience. She previously worked at Enso Wealth Management and Edward Jones. Outside of her advisory role, she serves as CFO of JCBC Enterprises LLC, which provides educational enrichment programs for children. Choreo serves individual and high-net-worth investors, family offices, and institutional clients with services including portfolio management, financial planning, and outsourced CIO solutions. The firm combines strategic asset allocation with quantitative screening and utilizes diverse investment vehicles to implement client portfolios.

Kenneth Quiat is a financial advisor at Belpointe Asset Management LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Belpointe since 2017. Prior to that, he was with Foresters Equity Services, Inc. and has been involved with AD Banker LLC since 2012, where he also serves as a licensed educator. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with a range of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerances.

John Neeley is a financial advisor with Destination Wealth Management in Walnut Creek, CA. He holds the CFP® and ChFC® designations and has eight years of industry experience. His prior work history includes roles at Nationwide Securities LLC, Securities America Advisors, and Cambridge Investment Research Advisors, Inc. 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, coordinating estate-planning and tax services through third-party partners, and employs a diversified investment approach using model portfolios that include equities, fixed income, ETFs, alternative investments, and options as appropriate.