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.

Preston Mayo is a financial advisor at Insight Wealth Strategies, LLC in San Ramon, CA, holding Series 63 and Series 65 licenses. He has approximately one year of industry experience, including prior roles at LPL Enterprise LLC, Frost Bank, and Fidelity Investments. Before entering the financial industry, he was involved in education at Texas A&M University and Vandegrift High School. 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 uses proprietary portfolio models primarily composed of low-cost, diversified ETFs and individual stocks, employing a multi-disciplinary investment process that includes fundamental, technical, quantitative, and sector analysis.

Douglas Villing is a financial advisor with J.P. King Advisors, Inc. in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at TIAA and TIAA-CREF since 2012. J.P. King Advisors, Inc. is an employee-owned investment advisory firm managing approximately $889.7 million for about 450 client family relationships with a five-advisor team. The firm provides comprehensive financial planning and discretionary portfolio management with an emphasis on risk management and strategic asset allocation using globally diversified portfolios.

Christie Thomas is a financial advisor at Heffernan Advisory, Inc. with two years of industry experience. She holds the Series 66 designation and previously worked at Global Retirement Partners, LLC and J.P. Morgan Chase & Co. Thomas also provides administrative support to an independent investment advisory firm. Heffernan Advisory serves individuals, families, and employer retirement plans with services including an asset management program called Investment By Design™, financial planning, and consulting. The firm uses modern portfolio theory and model allocations, primarily with mutual funds and ETFs, managing most accounts on a discretionary basis with regular rebalancing.

Joseph Harrison is a CFP® with 14 years of industry experience. He has worked at Lodestar Private Asset Management LLC since 2020 and has operated J. W. Harrison Financial Advisors since 2011. Lodestar Private Asset Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans. The firm employs a tactical asset allocation approach combining passive and active investments, focusing on long-term holdings with consideration of tax implications, and manages approximately $1.34 billion in assets across five advisors.

Ashley Souza is a financial advisor at The Pacific Center for Financial Services with 20 years of industry experience. She holds the Series 66 designation and has worked at Cetera Wealth Services, LLC for 13 years and at Pacific Center Financial Services for over 22 years. The Pacific Center for Financial Services provides financial planning, consulting, and investment management to individuals, including high-net-worth families and family trusts. The firm emphasizes asset allocation and long-term diversification across a variety of investment vehicles and conducts regular portfolio monitoring and reviews.

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.

Michael Holbrook is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Southland Equity Partners, LLC. His prior work includes 16 years at Fsc Securities Corporation and ongoing roles at Atandard since 1992. He also owns Diablo Benefit Group, a sole proprietorship focused on employee benefits and insurance sales. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, and retirement plan consulting. The firm utilizes a combination of fundamental and technical analysis to create customized portfolios, primarily managing accounts on a discretionary basis.

Jamie Hargrave is a financial advisor with Prosperity Financial Group, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Prosperity Financial Group since 2015 and also serves as an independent insurance agent with CSI Financial Group. Additionally, Hargrave is the CEO and founder of Cadence Capital Investments, a commercial real estate investment agency. Prosperity Financial Group, Inc. provides asset management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, and business entities. The firm operates with a multi-adviser team structure and offers tailored portfolios using a range of investment methods and third-party money managers.

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.

Kellie Raasch is a CFP® professional with six years of industry experience, currently serving at Malakoff Wealth in Danville, CA. Her previous experience includes multiple roles at LPL Financial, LLC, and positions at KLS Logistics Services and Raasch, Inc. She is also a commissioned notary public. Malakoff Wealth offers financial planning and consulting services to individuals, trusts, nonprofits, banks, businesses, and pension/profit-sharing plans, focusing on written financial plans and periodic reviews without managing client assets or accepting custody. The firm’s approach emphasizes fundamental analysis, manager evaluation, and avoids frequent trading, offering advice through hourly, fixed-fee, or retainer engagements.

Diane Bourdo is a CFP® professional with 30 years of industry experience. She has worked at The Humphreys Group from 1989 to 2025 before joining Treehouse Wealth Advisors, where she is part of a five-advisor team. Treehouse Wealth Advisors provides discretionary and non-discretionary portfolio management, financial consulting, and comprehensive wealth planning to individual and high-net-worth clients. The firm’s investment process incorporates technical and fundamental analysis and offers estate, tax-integrated planning, family philanthropy, and trustee oversight services.

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.

Amy Thacher is a CFP® and Series 63 registered advisor with Blume Capital Management, Inc. in Berkeley, CA, where she has worked since 2015. She has eight years of industry experience. Blume Capital Management provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable foundations, and private investment funds. The firm emphasizes long-term investing, value-oriented equity allocation, broad diversification, and conducts periodic portfolio reviews.

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.

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.

Christopher Ruane is a financial advisor at Treehouse Wealth Advisors in Walnut Creek, CA. He holds the Series 65 designation and has recently entered the industry, with prior experience at BlackSand Capital and Insight Resource Group. His background includes diverse roles outside finance, including positions at Oke Poke and Ace Hardware. Treehouse Wealth Advisors provides discretionary and non-discretionary portfolio management, financial consulting, and comprehensive wealth planning to individual and high-net-worth clients. The firm employs a tailored investment process using technical and fundamental analysis and offers services including estate, tax-integrated planning, family philanthropy, and trustee oversight.

Cole Durkin is a CFA® charterholder with nine years of industry experience. He has been with Insight Wealth Strategies, LLC since 2018, following two years at Lincoln Financial Advisors Corporation. Durkin holds a Series 66 license and is based in San Ramon, CA. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term, model-driven investment approach using proprietary portfolios alongside independent manager referrals, integrating fundamental, technical, quantitative, and sector analysis across diverse asset classes.

Samuel Wood Bednarz is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with North Berkeley Investment Partners, LLC since 2013. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning and investment management with an emphasis on long-term, total-return oriented portfolios using a mix of passive and active strategies, including ESG and carbon-screened options.

John Mullen is a financial advisor at RB Capital Management, LLC in Walnut Creek, CA, with 12 years of industry experience. He holds the Series 66 designation and also serves as an assistant at Crofton Capital Management, where he supports client meeting follow-ups and paperwork management. In addition, he operates as an insurance agent. RB Capital Management serves a range of individual and institutional clients, including high-net-worth individuals and retirement plans. The firm offers fee-based investment management focused on hedged strategies and managed fixed-income portfolios, combining equities, fixed income, and alternative investments with personalized portfolio construction and continuous monitoring.