Lee Geiger is a financial advisor with Penserra Wealth Management in Orinda, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Screaming Eagle Trading, Inc. and MOBIUS DESIGN, INC. since 2008. Outside of finance, he is a self-employed novelist, dedicating about 10 hours per month to writing. Penserra Wealth Management is an SEC-registered adviser offering portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs a multi-disciplinary investment approach that includes fundamental, technical, cyclical, and economic analysis, serving clients primarily on a discretionary basis.

Stephanie Nehmens is a financial advisor at North Berkeley Wealth Management, LLC, holding Series 65 and Series 66 credentials with one year of industry experience. Her prior work includes roles at Arta Finance, Finix Payments, Secfi Securities, Homepoint Financial, LendingClub, and JP Morgan Chase & Co. North Berkeley Wealth Management provides comprehensive financial planning and investment management to a diverse client base, including individuals, families, business owners, and charitable organizations. The firm employs a customized asset allocation process using both passive and active strategies, with options for ESG-focused investments.

Joseph Garcia is a financial advisor at Mirador Capital Partners with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill Lynch and Bank of America prior to joining Mirador in 2019. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses by providing discretionary portfolio management, financial planning, estate-planning coordination, and plan-sponsor retirement consulting. The firm employs a top-down fundamental investment approach supplemented by technical analysis and offers a variety of asset-allocation models across public and private securities and alternative vehicles.

Daniel Nakahara is a financial advisor at North Berkeley Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with North Berkeley Investment Partners, LLC since 2015. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning and investment management, emphasizing long-term, total-return oriented portfolios that combine passive and active strategies, with options for ESG and carbon-screened investments.

Michelle Higgins is a financial advisor at California Financial Advisors in San Ramon, CA, with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Wall Street Journal since 2019. Higgins is also a business owner involved in book sales, authoring several titles including *Stocks, Bonds & Soccer Moms* and *College Poor No More*, with proceeds from the latter donated to college scholarships. She is a member of the Investopedia Council as of 2024. California Financial Advisors is an SEC-registered firm managing over $2 billion in client assets and offering portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm employs a comprehensive investment approach that includes asset allocation and third-party manager due diligence, tailoring strategies to client objectives and tax considerations.

Nicholas Powers is a financial advisor at California Financial Advisors with a Series 65 credential. He has professional experience including roles at Interactive Brokers and the Federal Reserve Bank of Chicago. He has been with California Financial Advisors since 2026. California Financial Advisors is an SEC-registered firm managing over $2 billion in assets for individuals, charitable organizations, and businesses. The firm’s investment approach includes asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers, with strategies tailored to clients’ objectives and tax considerations.

Michael Romanchak is a financial advisor at Bcn Financial, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Crown Capital Securities. Outside of finance, he operates Michael Romanchak Photography, a web-based gallery selling his photographs. Bcn Financial provides retirement plan advisory and financial planning services primarily to participants in employer-sponsored plans and members of police and fire associations. The firm’s approach incorporates fundamental, technical, and sentiment analysis with a market-timing strategy focused on mutual funds and ETFs, serving over 200 associations and managing $81.3 million in assets under advisement.

Robert Wells is a CFA® charterholder with six years of industry experience. He is currently an advisor at Selby Wealth Management and has previously worked at John W. Brooker & Co., CPAS, PC and Keating Consulting Group. Outside of finance, he has been involved in music licensing and performance since 1993 and works as a Music Licensing Consultant for Austin City Limits Enterprises, managing music publisher relations and licensing. Selby Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio construction using mutual funds, ETFs, and individual securities, and acts as a fiduciary for retirement accounts under ERISA/IRC.

Caroline Gorham is a CFP® at Neumann Capital Management with three years of industry experience. She has been with Neumann Capital Management since 2016. Neumann Capital Management is a fee-only wealth management firm managing approximately $630 million for around 191 clients, including individuals, high-net-worth individuals, trusts, and charitable organizations. The firm offers comprehensive and essential wealth management programs, employing strategic asset allocation, proprietary screening, and Monte Carlo simulations in its investment process.

John Hayman is a financial advisor at Capital Advantage, Inc. in Walnut Creek, CA, with 28 years of industry experience. He has been with Capital Advantage since 1998 and holds a Series 63 designation. Capital Advantage, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trustees, pension plans, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis with macroeconomic indicators to guide discretionary investment management and financial planning.

Seongsoo Lee is a financial advisor at New Insight Wealth Advisors with 24 years of industry experience. He holds the Series 66 designation and previously worked for Ameriprise Financial Services, Inc. for 17 years before joining New Insight Wealth Advisors in 2022. New Insight Wealth Advisors serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities by providing discretionary asset management, employer retirement-plan consulting, and financial planning. The firm uses a multi-disciplinary investment approach that includes fundamental, quantitative, technical, sector, and cyclical analysis, offering tailored portfolio advice with ongoing monitoring and periodic rebalancing.

John Cordano is a ChFC® credentialed financial advisor with 33 years of industry experience. He has worked at Maloon, Powers, Pitre & Higgins, LLC since 1998 and has been involved in sales and renewals of fixed annuities and life and disability insurance since 1992. He is part of California Financial Advisors, 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 client 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 client objectives and tax considerations.

Andrew Agosta is a CFP® with 17 years of industry experience, currently serving at Prosperity Financial Group, Inc. in San Ramon, CA. He has previously worked at First Trust Portfolios, L.P. for 11 years and holds the Series 66 designation. He is also vice president of Prosperity Financial Group. Prosperity Financial Group is a team of seven advisors managing approximately $503 million in discretionary assets for individuals, trusts, estates, and business entities. The firm offers customized asset management and financial planning services, with portfolios that may include a range of securities and employs third-party money managers as part of its investment approach.

Iftikhar Ahmed is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Kaizen Financial Strategies, LLC since 2018. Prior to joining Kaizen, he worked at Waddell & Reed, Inc for three years. He also holds an insurance agent designation. Kaizen Financial Strategies works with individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations to provide financial planning, retirement plan consulting, and asset management. The firm employs a range of investment strategies, including advanced options and margin techniques, and offers tailored wrap-fee accounts as part of its Enhanced Income Portfolios program.

Martin Troiani is a financial advisor with Prosperity Financial Group, Inc. in San Ramon, CA, holding a Series 66 designation and bringing 16 years of industry experience. His prior experience includes roles at Fortune Financial Services, Cetera Advisors LLC, First Allied Securities LLC, Wells Fargo Clearing, and Edward Jones. Outside of his advisory work, he is involved as a partner in a real estate rental business. Prosperity Financial Group serves individuals, high-net-worth clients, trusts, estates, and business entities by providing asset management, financial planning, and consulting services. The firm manages approximately $503 million in discretionary assets and offers tailored portfolios with regular reviews, utilizing both in-house strategies and third-party money managers.

David Wissinger is a financial advisor at Lewis Asset Management with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Lewis Asset Management, he worked at Mechanics Bank for 17 years. 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, diversification, and broad-market instruments such as ETFs and no-load mutual funds.

Catherine Wright is a financial advisor at Gemmer Asset Management LLC with two years of industry experience. She holds a Series 65 designation and has prior experience at The University of Alabama and in educational and athletic organizations. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets, serving individuals, trusts, retirement plans, corporations, nonprofits, and fiduciaries. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers discretionary portfolio management, and maintains a dedicated Social Strategy using ESG scores and quantitative fossil-fuel exposure measures.

Katie Raasch is a financial advisor at Malakoff Wealth with three years of industry experience. She holds a Series 66 designation and has prior work experience with LPL Financial, California Baptist University, and the City of Dublin. Outside of her advisory role, she has worked as a babysitter since 2017. Malakoff Wealth provides financial planning and consulting services to individuals, trusts, nonprofits, banks, business entities, and pension/profit-sharing plans. The firm produces written financial plans with periodic reviews and refers clients to LPL Financial for investment implementation and portfolio supervision.

Stephen Schliesser is a CFP® and Series 63 credentialed financial advisor with 40 years of industry experience. He has been with The Pacific Center For Financial Services since 1997 and previously worked at Cetera Wealth Services, LLC. In addition to his advisory role, Schliesser serves as treasurer and CFO for local homeowners associations and is involved in mortgage brokering and residential real estate referrals. The Pacific Center for Financial Services advises individuals, high-net-worth families, family trusts, and retirement accounts, offering financial planning, consulting, and investment management services. The firm manages over $1 billion in assets, employing a diversified, asset-allocation-based approach that includes mutual funds, stocks, ETFs, and bonds, with regular performance monitoring and client review.

Kenneth Wilkinson is a financial advisor with Harvest Investment Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Harvest Investment Services since 2012 and has operated his own advisory and insurance agencies since 1990. Outside of his advisory role, Wilkinson manages an estate and financial consulting business that assists with estate document preparation and fee-based financial planning. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions through discretionary portfolio management, financial planning, and pension consulting. The firm employs customized portfolios and model-based strategies, including active tactical approaches and a blend of fundamental, technical, and quantitative analyses.