Catherine Pinkas is a financial advisor at Simplicity Wealth with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LifePro Asset Management, FSC Securities Corporation, and The Leaders Group Inc. In addition to her advisory work, she serves as a part-time instructor at the University of California Berkeley and Chabot College. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering advisory services, a managed account platform, and technology solutions for other advisers.

Cameron Hackett is a Series 66-licensed financial advisor with 11 years of industry experience. He currently works at Compound Planning, Inc., where he has been since 2022, and previously held positions at Claraphi Advisory Network, LLC and B. Riley Wealth Advisors, Inc. Hackett is also a licensed insurance agent and dedicates a small portion of his time to that activity. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries with portfolio management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process using a variety of strategies and integrates technology tools to support portfolio oversight.

Jessica Lambruschini Coy is a financial advisor with Destination Wealth Management in Walnut Creek, CA, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Destination Wealth Management since 2015. 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 longer-term thematic perspectives across multiple asset classes and offers alternative investment opportunities through a structured committee approval process.

Linda Xia is a financial advisor at Destination Wealth Management in Walnut Creek, CA, holding a Series 65 license with eight years of industry experience. She has been with Destination Wealth Management and its predecessor firm since 2009. Destination Wealth Management provides discretionary investment management and financial planning to a diverse client base, including 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 strategies across multiple asset classes, and offers expanded estate-planning and tax services through strategic partnerships.

Karla Mcavoy is a CFP® with 14 years of experience in financial advising. She has worked at The Mather Group, LLC since 2022 and previously spent seven years at HC Financial Advisors Inc. There are no additional outside activities noted. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and offers customized portfolio options including ESG factor portfolios and direct indexing.

Kristin Stansbury Flaiani is a financial advisor with RBC Securities, Inc. in Walnut Creek, CA. She holds the CFP® designation along with Series 63 and Series 66 licenses and has 23 years of industry experience. Kristin has been with City National Bank since 2011. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer, offering financial planning, portfolio management, and ongoing reporting, with investment management delegated to its affiliated sub-advisor, RBC Rochdale.

Ariel Schutte is a financial advisor with Destination Wealth Management in Walnut Creek, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Destination Wealth Management since 2016. 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’s asset-allocation driven investment process integrates fundamental research with thematic, longer-term perspectives and includes a formal program for alternative and private investments alongside expanded estate-planning and tax services.

John Stoller is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 66 designations and over 21 years of industry experience. He has previously worked with Vanderbilt Securities, KMS Financial Services, and has operated his own firms, including Stoller Investment Advisors and The Stoller Company, where he serves as president. Outside of his advisory roles, he is a director on the board of Gateway Bank, FSB, participating in several committees and community outreach events. 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 process combines strategic asset allocation with fundamental and technical analysis and offers proprietary tactical ETF model portfolios alongside third-party manager allocations.

William Fisher is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at KMS Financial Services, Inc. and Vanderbilt Securities, LLC. Outside of advisory work, he is the owner and CEO of AgroXtracts, a hemp CBD manufacturing company. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm offers tailored, advisor-driven investment strategies that combine strategic asset allocation with fundamental and technical analysis across various securities.

Elena Song is a CFP® professional with eight years of experience in financial advisory. She is currently with Destination Wealth Management and has previously worked at several firms including RWA Wealth Partners, Polaris Wealth Advisory Group, Team Hewins, Consilium Wealth Management, and Aegis Wealth Management. 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’s investment approach is asset-allocation driven and incorporates fundamental research with thematic, longer-term perspectives across various asset classes, while also managing alternative investment opportunities through formal committee oversight.

Caroline Egan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Destination Wealth Management. She has worked at Destination Wealth Management in two periods totaling over 17 years, with prior experience at Northern Trust Securities, Inc. Caroline holds Series 63 and Series 65 licenses. Destination Wealth Management provides discretionary investment management and financial planning to a range of clients including individuals, high-net-worth clients, and charitable organizations. The firm employs an asset-allocation driven investment process that integrates fundamental research with longer-term thematic perspectives and offers access to alternative investment opportunities through a structured oversight program.

Pedro Cisneros is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Destination Wealth Management. He has eight years of industry experience, including six years at Edward Jones prior to joining Destination Wealth Management. Destination Wealth Management offers 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 approach that integrates fundamental research with longer-term thematic perspectives across multiple asset classes and maintains a formal program for alternative and private investment offerings with committee oversight.

Donald Edgren is a financial advisor at Sepio Capital, LP with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sepio Capital since 2017, following a nine-year tenure at Merrill Lynch. Sepio Capital is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and institutional investors. The firm employs a primarily long-term, fundamentals-driven investment approach using a mix of proprietary strategies and independent managers, managing approximately $4.46 billion in client assets as of December 31, 2025.

Adrian Colmenares is a Series 65 licensed financial advisor with one year of industry experience. He currently works at Concentric and previously held multiple roles at Parametric Portfolio Associates and Envestnet Financial Technologies. Concentric provides discretionary sub-advisory portfolio management and model portfolio construction primarily to registered investment advisers and financial institutions, employing quantitative portfolio optimization combined with qualitative oversight to tailor investment strategies. The firm is notable for delivering most of its services through sub-advisory relationships, serving a high client-to-advisor ratio and offering specialized strategies including tax-aware and factor-tilt portfolios.

Geoffrey Cable is a CFP® with 21 years of experience in financial advising and has been with Destination Wealth Management since 2005. He holds Series 63 and Series 65 licenses and is based in Walnut Creek, CA. 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 uses an asset-allocation driven investment process combining fundamental research and thematic, longer-term perspectives, and provides estate planning and tax services through strategic partner relationships.

Juan Carlos Galvez is a financial advisor at Encompass More Asset Management LLC with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms including Transamerica Financial Advisors and WFGIA. Outside of advisory, he is involved with several business ventures spanning insurance services and freight corporation operations. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm manages approximately $985 million through about 85 advisers and employs model-based strategies combining proprietary and third-party sub-advisers across a broad range of investment options, including digital-asset related exposures.

Barry Oliver is a PFS™ credentialed financial advisor with 27 years of industry experience. He currently works at Earned Wealth Advisors, LLC and has previously been associated with firms including Thomas Doll, PensionOne Advisors, Inc., and TD Payroll, Inc. Outside of his advisory role, he is a member of GEOTC I, LLC, where he contributes to business decisions and bill approvals. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees. The firm offers comprehensive financial planning, discretionary wealth management, and retirement plan consulting, utilizing independent investment managers and tools such as Monte Carlo analysis and automated tax-loss harvesting. Its integration with affiliated businesses and use of third-party consultants distinguishes the firm within the multi-team advisor space.

Rahul Agrawal is a financial advisor at Concentric with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Concentric since 2022, following prior roles at Advisor Partners, LLC. Concentric primarily serves other registered investment advisers and financial institutions as a sub-adviser and overlay manager, while also managing accounts directly for individual and high-net-worth clients. The firm uses a combination of quantitative and qualitative portfolio construction techniques and offers customized implementation tools such as tax-loss harvesting, direct indexing, and ESG overlays.

Jeanne Suh is a CFP® with 20 years of experience in the financial industry. She has worked at Destination Wealth Management since 2024, following prior roles at Consilium Wealth Management and Charles Schwab, where she spent 16 years. Destination Wealth Management offers discretionary investment management and financial planning services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs an asset-allocation driven investment process that integrates fundamental research with thematic, long-term strategies across multiple asset classes.

Preetika Pande is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Destination Wealth Management since 2020 and previously spent four years at Polaris Greystone Financial Group, LLC. 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 combines fundamental research with longer-term thematic perspectives and offers alternative investment opportunities with formal committee oversight.