Mark Angelo Mesina is a financial advisor with Secure Investment Management, LLC in Concord, CA, holding Series 65 and Series 63 licenses and one year of industry experience. Before joining Secure Investment Management, he worked at NYLIFE Securities LLC and New York Life Insurance Company, among other firms. He is also involved as an insurance agent assisting clients with fixed insurance products and annuities. Secure Investment Management serves individuals, business entities, trusts, and estates, including retail and high-net-worth clients. The firm employs a quantitative, factor-based investment approach centered on Modern Portfolio Theory and diversified allocations, utilizing low-cost mutual funds, ETFs, third-party managers, and direct indexing.

Anna Hong is a ChFC® credentialed advisor with one year of industry experience, currently with New Insight Wealth Advisors in San Ramon, CA. She previously worked at Allmerits Asset, LLC and has been involved with KBP Financial & Insurance Marketing and Worthington Financial Partners since 2015 and 2018, respectively. Outside of her advisory role, she is an Associate Broker at Alliance Bay Realty, providing real estate planning and sales services. New Insight Wealth Advisors serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities, offering discretionary asset management, employer retirement-plan consulting, and financial planning. The firm employs a multi-disciplinary investment process using a broad range of instruments and provides ongoing portfolio monitoring and rebalancing.

Alex Soderberg is a financial advisor at Burton Enright Welch with four years of industry experience. He holds a Series 65 designation and previously worked at Peak 360 Wealth Management, Bryant University, Contra Costa County Office of the Sheriff, and River City Bank. Burton Enright Welch serves individuals, families, trusts and estates, pension and profit-sharing plans, and business entities by providing investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios using a documented, four-step process and oversees approximately $1.55 billion in assets across about 612 client relationships.

Katherine King is a CFP® professional with 28 years of experience in the financial industry. She has been with North Berkeley Investment Partners, LLC since 2005. She holds Series 63 and Series 65 licenses and is based in Berkeley, CA. 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, using a mix of passive and active strategies, ESG options, and employs separately managed accounts with a willingness to use options and leverage in certain portfolios.

Thomas Powers is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with California Financial Advisors and has worked at Foothill Securities, Inc. and Maloon, Powers, Pitre & Higgins LLC, where he has been since 1998. Outside of advising, he is involved in occasional term life insurance sales. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with investment supervisory services, financial planning, and consulting. The firm focuses on asset allocation, mutual fund and ETF analysis, and third-party manager due diligence, managing approximately $2 billion in assets through a compact advisory team.

Brett Wippler is a Series 65-licensed financial advisor at Liberty Wealth Management, LLC with two years of industry experience. Before joining Liberty Wealth Management, he worked at Cushman & Wakefield and was previously affiliated with the University of Southern California. Liberty Wealth Management is an SEC-registered advisory firm serving individuals, trusts, retirement plans, corporations, and other entities. The firm offers investment management, financial planning, and employee-benefit plan services, using a combination of centrally developed models and advisor-specific strategies to create diversified portfolios.

Matthew Vera is a financial advisor at RPG Investment Advisory, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been with RPG Investment Advisory since 2014. RPG Investment Advisory provides portfolio management and financial planning services to high-net-worth individuals. The firm employs firm-developed model portfolios and combines fundamental and technical analysis to manage approximately $1.04 billion in client assets across discretionary and non-discretionary arrangements.

Sean O’Toole is a financial advisor with Penserra Wealth Management in Orinda, CA, holding a Series 66 designation and six years of industry experience. He previously worked at Maverick LTC, LLC for five years and Edward Jones for three years. Penserra Wealth Management, LLC is an SEC-registered investment adviser that provides discretionary portfolio management, pension consulting for employee benefit plans on a non-discretionary basis, and financial planning. The firm employs a mix of analytical approaches and implements strategies including asset allocation, ETFs, mutual funds, options, and alternative investments.

Aaron Karas is a CFP® with 18 years of industry experience, currently serving at Insight Wealth Strategies, LLC since 2018. He previously worked at Mutual Securities, Inc. and Lincoln Financial Advisors. Outside of his advisory role, he is a board member of Legacy The School of Sport Sciences and owns QB1 Advisors, where he provides holistic financial and talent management consulting for professional athletes. Insight Wealth Strategies offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, and institutions. The firm uses proprietary portfolios primarily composed of low-cost, diversified ETFs and individual stocks, employing a multi-disciplinary investment process that includes fundamental, technical, quantitative, and sector analysis.

Ronald Moore is a financial advisor at CS Planning Corp with one year of industry experience. He holds a Series 65 designation and previously worked at Arm, Inc. from 2010 to 2024. Moore is also the CEO and Chairman of the Board of NPV Growth & Income Fund, LLC, an investment-related business specializing in securities trading. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base. The firm employs a multi-advisor model and constructs broadly diversified portfolios using systematic strategies tailored to client risk tolerance and goals.

Stephen Block is a CFP® and CFA® with 20 years of experience in the financial industry. He currently works at Elevation Wealth Partners, LLC and previously spent 18 years at Phocas Financial. Elevation Wealth Partners serves individuals, families, and various institutional clients, providing fee-only discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and long-term, academically informed strategies, integrating tax and accounting services through in-house specialists.

Michael Stock is a Series 65-licensed financial advisor with 16 years of industry experience. He has worked at Boltwood, Knowles & Dibblee Inc since 2009. Boltwood Capital Management is an employee-owned, SEC-registered investment adviser serving individuals, families, estates, foundations, endowments, and other institutions. The firm emphasizes a long-term, cycle-aware investment approach guided by a written Investment Policy Statement and manages approximately $380.6 million in assets.

Amanda Albright is a CFP® professional with four years of experience in financial advising. She is currently with Lodestar Private Asset Management LLC, where she has worked since 2022. Her prior experience includes roles at Brooklyn FI, LLC, HoyleCohen, R.M. Davis, and MacPage. Lodestar Private Asset Management LLC serves individuals, trusts, estates, charitable organizations, small businesses, and select pension and profit-sharing plans. The firm emphasizes tactical asset allocation using a combination of passive and active investments, focusing on long-term holdings with tactical market adjustments and attention to tax implications in taxable accounts.

Chad Seegers is a financial advisor with Insight Wealth Strategies, LLC in San Ramon, CA. He holds the Series 66 designation and has 20 years of industry experience, including prior roles at Mutual Securities, Inc. and Lincoln Financial Advisors. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, and institutions. The firm employs proprietary portfolio models focused on low-cost, diversified ETFs and individual stocks, using a multi-disciplinary investment process that incorporates fundamental, technical, quantitative, and sector analysis.

William Guthreau is a financial advisor with American Investors Company in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with American Investors Company since 2013 and also works as an insurance agent, advising clients on life, disability, and long-term care insurance. American Investors Company provides advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of investment management services, including discretionary and non-discretionary asset supervision, financial planning, and retirement plan consulting, with a combined broker-dealer and SEC-registered adviser structure.

Andre Luiz Paiva is a financial advisor at Insight Wealth Strategies, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Mutual Securities, Inc., JP Morgan Securities LLC, JPMorgan Chase Bank, and Ameriprise Financial Services, Inc. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm uses a long-term, model-driven investment approach with proprietary portfolios, low-cost ETFs, individual stocks, and alternative holdings, along with a documented marketing and reporting program that includes educational events and published performance information.

Jerene Meissert is a financial advisor at Bell Investment Advisors Inc with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Bell Investment Advisors since 2008. Outside of her advisory role, she volunteers as a cashier and sales assistant at Daisy's, a gift shop in Alameda, California. Bell Investment Advisors is a team-based SEC-registered firm serving individual clients, trusts, and institutional accounts. The firm provides investment management and financial planning services using diversified strategies primarily through exchange-traded funds and no-load mutual funds, with customized investment policy statements for each client.

James Hebert is a financial advisor at Prosperity Financial Group, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Insight Wealth Strategies, LLC and Ep Wealth Advisors. Prosperity Financial Group serves individuals, trusts, estates, and business entities with asset management, financial planning, and consulting services. The firm manages approximately $503 million in discretionary assets through a team of seven advisors, employing tailored portfolios with a range of securities and regular reviews.

Debra Ellisen is a financial advisor at North Berkeley Wealth Management, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with the affiliated North Berkeley Investment Partners, LLC since 2002. 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 employs a long-term, total-return investment approach using a combination of passive and active strategies, separately managed accounts, and offers ESG and carbon-screened options for clients who request social screening.

Mark Swoboda Jr. is a financial advisor at Mirador Capital Partners with three years of industry experience. He holds a Series 65 designation and previously worked at Okta, Inc. and Autodesk, Inc. Mirador Capital Partners advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and small businesses, offering portfolio management, financial planning, and retirement consulting. The firm uses a top-down fundamental analysis approach supplemented by technical analysis and employs multiple proprietary investment strategies across various asset classes.