Gregory Harder is a financial advisor at Caldwell Sutter Capital, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at NBC Securities, Inc. and Edward Jones. Outside of his advisory role, he is self-employed as a life insurance agent. Caldwell Sutter Capital primarily serves high-net-worth individuals, families, and related entities, as well as corporate and municipal clients. The firm employs a bottom-up, fundamental value investment approach with a long-term, buy-and-hold orientation, managing approximately $606 million across customized portfolio management and financial planning strategies.

Brodie Cohen is a financial advisor at Cohen Capital Management Inc with three years of industry experience and a Series 65 designation. His prior experience includes roles at Epiq Capital Group, LLC and multiple engagements with Cohen Capital Management. Cohen Capital Management oversees approximately $1.0 billion in discretionary client assets, offering investment and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, and corporations. The firm uses a combination of fundamental and quantitative analysis alongside cyclical methods to pursue long-term capital appreciation, managing customized portfolios with a focus on large account relationships.

Jesse Dogillo Jr. is a financial advisor at McClurg Capital Corporation with over 42 years of industry experience. He holds the CFP® and ChFC® designations and has been with McClurg Capital since 1996. Outside of his advisory role, he serves as a volunteer National Board Trustee for the National Association of Insurance and Financial Advisors and provides financial counseling to active duty National Guard and reserve service members through a Department of Defense program. McClurg Capital Corporation offers investment advisory and portfolio management services tailored to individuals, trusts, pension plans, endowments, and charitable organizations. The firm emphasizes customized portfolio construction on an account-by-account basis, employing strategies such as asset-class diversification, bond laddering, and tactical cash management.

Nicholas Goldthorpe is a financial advisor at Assembly Wealth with three years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities and First Republic Securities Company, LLC. Prior to his advisory career, he spent four years at San Diego State University and Rancho Cotate High School. Assembly Wealth provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and other business entities. The firm emphasizes personalized investment policies and asset allocation tailored to each client’s objectives, managing over $430 million in discretionary assets as of the end of 2024.

James Crocker is a financial advisor at Apeiron with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parallel Advisors, LLC, Aperion DBA Three Oaks, and Cetera Advisors LLC. Apeiron provides investment advisory and financial planning services to individual and high-net-worth clients, trusts and estates, retirement plans, small businesses, churches, and other institutional clients. The firm employs a holistic, discretionary approach to portfolio management, using a variety of analysis methods and offering a broad range of investment options while acting as a fiduciary for retirement accounts.

Caleb Luis is a financial advisor at Aspirean Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Sports Basement and Rolling Hills Club. Aspirean Wealth provides advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, focusing on long-term, asset-allocation-driven strategies using broadly diversified, passively managed mutual funds and ETFs. The firm manages approximately $195 million in assets and utilizes third-party money managers within a team of four advisors.

Nicholas Safrit is a CFP® with 21 years of industry experience, currently serving at Westhill Financial Advisors, Inc. since 2020. Prior to joining Westhill, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. WestHill Financial Advisors offers personalized financial planning, investment management, and pension consulting to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs a strategic asset allocation process using a core-and-satellite approach and provides tailored portfolios based on clients’ risk tolerance, time horizon, tax considerations, and liquidity needs.

Kenneth Frier is a CFA® charterholder with five years of industry experience. He has been with Atlas Capital Advisors Inc. since 2021 and previously worked at SECOR Asset Management from 2017 to 2021. Atlas Capital Advisors is an independent investment adviser serving individuals, high-net-worth families, family offices, pension plans, trusts, foundations, and other institutions. The firm provides discretionary wealth management, financial planning, and tax-aware portfolio management using fundamental, technical, and quantitative analysis, with a focus on separately managed accounts.

Willard Folsom is a financial advisor with Castle Rock Wealth Management, LLC in Walnut Creek, CA, holding a Series 66 designation and 12 years of industry experience. He previously worked at Merrill Lynch from 2013 to 2018 and has been involved with Castle Rock Wealth Management since 2018. Outside of advising, Folsom owns and manages a corn farm and is an investor in a sales training video game company and a private retail club. Castle Rock Wealth Management serves individuals, trusts, estates, and business entities, managing approximately $521.8 million across about 1,882 clients. The firm employs a combination of fundamental and technical analysis with active trading strategies, offering comprehensive portfolio management and financial planning through a team of eight advisors.

Sydney Kovacs is a Series 65 licensed advisor with four years of industry experience. She has worked at Burton Enright Welch since 2021 and previously held roles at Consilium Wealth Management and Cutting Edge Counsel. Outside of the financial industry, Kovacs has experience with Walnut Creek Presbyterian Church. Burton Enright Welch serves individuals, families, trusts and estates, pension and profit-sharing plans, and business entities with investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios using a disciplined four-step process and acts as a fiduciary, overseeing roughly $1.55 billion in assets across about 612 client relationships.

Richard Speed is a financial advisor at McClurg Capital Corporation with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McClurg Capital since 1998. In addition to his advisory role, he has worked as a history professor at California State University since 1992. McClurg Capital provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, IRAs, endowments, and charitable organizations. The firm constructs customized portfolios for each client, emphasizing asset-class diversification, bond laddering, and tactical cash management, with daily oversight and quarterly performance reporting.

Michael Worthington is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Stonebridge Financial Group since 2026 and previously spent a decade with Equitable Advisors and AXA-Advisors. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, offering discretionary wealth management, financial consulting, and retirement plan advisory services. The firm applies a combination of quantitative and qualitative analysis and uses a variety of investment vehicles, managing approximately $896 million in discretionary assets.

Michael Sondag Jr. is a financial advisor at Main Street Research LLC with one year of industry experience. He holds a Series 65 credential and has been with Main Street Research since 2020. The firm manages approximately $2.38 billion for about 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutional clients. Main Street Research employs a multi-advisor approach, combining fundamental, quantitative, and technical analysis to build discretionary portfolios primarily using individual securities, with selective ETF use and ESG factor scoring for clients who request it.

Anthony Smith is a CFP® with six years of industry experience, currently serving as a financial advisor at Secure Investment Management, LLC. His prior experience includes roles at Lodestar Private Asset Management and JW Harrison Financial Inc. He is also licensed as a life insurance agent, providing insurance solutions to clients as needed. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning and discretionary portfolio management with a quantitative, factor-based investment approach centered on long-term, diversified allocations using low-cost funds and tailored portfolio strategies.

Thomas Vogelheim is a financial advisor with Fiduciary Financial Group, LLC, bringing 21 years of industry experience. He is also the sole shareholder of FFG Law, a law firm based in San Rafael, and a partner in Cooper & Vogelheim, LLP, a CPA firm. Vogelheim has a diverse professional background spanning law, accounting, and financial advisory services. Fiduciary Financial Group is a fee-based advisory firm managing approximately $865 million for individuals, high-net-worth clients, and retirement plans. The firm uses a combination of model portfolios and individualized accounts, employing ETFs, mutual funds, and options strategies, with integrated tax planning and professional-services coordination supported by in-house legal and accounting expertise.

Amy Thacher is a CFP® with nine years of industry experience. She has been with Blume Capital Management, Inc. since 2015. Blume Capital Management provides discretionary investment management and standalone financial planning to individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, charitable foundations, and private investment funds. The firm emphasizes a long-term, value-oriented equity approach combined with diversified asset allocation and uses a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments for qualified clients.

Dylan Mann is a financial advisor at Liberty Wealth Management, LLC with Series 65 credentials and two years of industry experience. Prior to joining Liberty Wealth Management, he was involved with 680 Water Polo and held roles at UC Davis and Las Lomas High School. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a mix of model-based and advisor-developed strategies, integrates third-party managers, and offers a broad range of services including investment management, financial planning, and educational seminars.

Keith Wheeler is a financial advisor with Alpha Wealth Management and Planning LLC in Novato, CA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes roles at Morgan Stanley, Bank of America, Merrill, and Robert W. Baird. He serves as a board member for the Novato Police K9 Foundation. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, retirement consulting, and specialized advisory services. The firm employs a primarily long-term investment approach that integrates fundamental, technical, cyclical, and charting analysis to build diversified portfolios and sponsors its own wrap fee program with technical and fundamental platform options.

Michael Lent is a financial advisor at Veris Wealth Partners, LLC in Oakland, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Veris Wealth Partners since 2007. Lent serves as a trustee of The Edward Hazen Foundation and has held board positions on nonprofit organizations including Lotus Fine Arts, Inc. and CISPES Education Fund. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing discretionary and non-discretionary investment management, OCIO services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies with an emphasis on ESG analysis and an Inclusion and Belonging framework.

Penny Bacharach is a CFP® professional with over 41 years of industry experience. She is currently with Alpha Wealth Management and Planning LLC, where she has been since 2015, and has also been associated with LPL Financial since 2005. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering a range of services including investment management, financial planning, retirement plan consulting, and specialized advisory work. The firm manages diversified portfolios with a primarily long-term investment approach, incorporating multiple analysis techniques and offering tax-efficient asset management alongside its own wrap fee program.