Kenneth Martinson is a financial advisor at Consolidated Portfolio Review Corp with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Vanderbilt Securities, LLC, KMS Financial Services, Inc., and Financial Resources, Inc. Outside of his advisory work, he serves as a partner at Martinson Stoller Advisors. Consolidated Portfolio Review Corp is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies implemented by independent advisors using various asset allocation approaches.

Shane Hixon is a CFP® professional with two years of industry experience, currently serving at Destination Wealth Management. Prior to this role, he worked with SES LLC and SEIA LLC. He is also a member of a city advisory committee in Santa Monica. 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’s investment approach is asset-allocation driven, combining fundamental research with thematic, longer-term perspectives and includes alternative investment opportunities overseen by a dedicated committee.

Mark Mc Mechen is a Series 65-registered advisor at Destination Wealth Management with eight years of industry experience. He has been with Destination Wealth Management and its predecessor firm since 2009. 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 integrates fundamental research with longer-term thematic perspectives across various asset classes and offers estate planning and tax services through strategic partner relationships.

Dustin Tong is a CFP® professional with 15 years of experience in financial advisory roles. He has been with Destination Wealth Management in Walnut Creek, CA, since 2012. Destination Wealth Management offers discretionary investment management and financial planning services 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 with longer-term thematic perspectives and provides access to alternative investment opportunities through a structured review process.

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.

Marci Kerr is a financial advisor at Aprio Wealth Management, LLC in Walnut Creek, CA, with four years of industry experience. She holds the Series 65 designation and previously worked at BNY Mellon and FNB Wealth Management. Kerr has been with Aprio since 2022. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm tailors portfolios to clients’ objectives and risk tolerance, emphasizing asset allocation and long-term purchasing-power preservation through diversified strategies including stocks, bonds, mutual funds, ETFs, and derivatives.

Dana Deroque is a financial advisor at Destination Wealth Management with 12 years of industry experience. He holds a Series 65 credential and has been with Destination Wealth Management since 2013. 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 employs an asset-allocation-driven investment process that integrates fundamental research with thematic, longer-term perspectives across various asset classes and offers alternative investment opportunities supported by committee oversight.

Mehul Thakker is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and 25 years of industry experience. He has worked with Vanderbilt Advisory Services since 2017 and previously spent 14 years at Financial West Group. Thakker is the owner of Empowered Investments and holds a small ownership stake in a family dry cleaning business that is no longer operating. Vanderbilt Advisory Services serves a broad client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, with an investment approach that combines fundamental, technical, and charting analysis tailored to client objectives.

Benjamin Musson is a financial advisor at Destination Wealth Management with 18 years of industry experience. He holds a Series 66 designation and has worked at Destination Wealth Management since 2012, following a year at Charles Schwab. Destination Wealth Management provides discretionary investment management and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm employs an asset-allocation driven investment process that integrates fundamental research with thematic, longer-term perspectives across multiple asset classes and maintains a formal program for alternative and private investment offerings.

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 CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He currently works at Mission Wealth Management, LP and has previously held roles at LPL Financial, First Republic Investment Management, Fidelity Brokerage Services, and Air Liquide Advanced Materials. Outside of financial advising, he is a business owner of Rimova Real Estate. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, and investment management services. The firm employs a total picture approach that combines investment management with tax, trust, and risk planning, managing portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Kenneth Quiat is a financial advisor at Belpointe Asset Management LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Foresters Equity Services, Inc. and AD Banker LLC. Outside of his advisory role, he is a licensed educator with AD Banker, LLC. Belpointe Asset Management is a multi-team registered investment adviser managing approximately $7.6 billion in client assets. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, corporations, trusts, and other advisers, utilizing a blend of passive, active, and tactical strategies tailored to client objectives.

Andrew Thompson is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. His prior roles include five years at Enso Wealth Management and fourteen years at Edward Jones. Outside of his advisory work, he is involved as an insurance agent with Highland Capital Brokerage, focusing on new insurance products for clients. Choreo, LLC provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm employs a centralized investment process centered on strategic asset allocation and diversified portfolios, offering a range of services such as portfolio management, financial planning, OCIO, and specialized consulting.

John Reising is a financial advisor at Gibbs Wealth Management, LLC with 19 years of industry experience. He holds a Series 63 designation and has previously worked at Brookstone Capital Management and operated his own firms, including Reising Financial Services, Inc. Outside of his advisory role, he is an owner and insurance agent involved in the sale of fixed annuities, fixed indexed annuities, and life insurance. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a combination of analytical approaches to guide investment allocations. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions in its client portfolios.

Justin Amit is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at BlueSpring Wealth Management, LLC. His prior roles include positions at Kestra Financial, Capital Planning Advisors, Bedell Frazier Investment Counselling, Charles Schwab, Bank of America, and Merrill. Outside of his financial career, he also works as a sports official, officiating baseball and football games. BlueSpring Wealth Management is a multi-team firm comprising 45 advisors.

Christopher Eagles Smith is a Certified Financial Planner (CFP®) and holds a Series 65 license, with 13 years of experience in the financial industry. He has worked at Destination Wealth Management since 2015. Outside of finance, he was involved with West America Tae Kwon Do for 11 years. 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 with thematic, long-term perspectives, and offers estate planning and tax services through strategic partnerships.

Mahesvar Aks is a Series 65-licensed advisor with Coppell Advisory Solutions LLC and has one year of industry experience. Prior to joining Coppell Advisory Solutions, he worked at Nisum Technologies and Cognizant Technology Solution. Outside of his advisory role, he serves as a director of Maks4Max Inc., a company involved in insurance and real estate investments. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment process using both fundamental and technical analysis and offers an open-architecture platform that includes a variety of asset classes and ongoing portfolio supervision.

Sarah Hamilton is a CFP®-certified financial advisor with 20 years of industry experience. She currently works at Mission Wealth Management, LP and previously held roles at Hamilton Walker Advisers LLC, Fidelity Personal and Workplace Advisors, Fidelity Investments, and Ameriprise. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing discretionary and non-discretionary portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Emmanuel Pablo Jr. is a CFP® professional with 20 years of industry experience, currently affiliated with International Assets Investment Management, LLC. He previously worked at LPL Financial and spent 18 years at Patelco Credit Union. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers, offering customized portfolio management and financial planning.

Joseph Manglona is a financial advisor with Buck Wealth Strategies, LLC in Pleasanton, CA, holding a Series 66 license and two years of industry experience. His prior roles include positions at Madison Avenue Securities and Thrivent Financial. 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, incorporates third-party financial-planning tools, and is notable for its use of options strategies and selection of outside money managers to implement portfolios.