Joyce Moe is a financial advisor at Castle Rock Wealth Management, LLC with 29 years of industry experience. She holds a Series 63 designation and has worked with firms including J.W. Cole Financial and Financial Advisers of America. In addition to her advisory role, Moe serves as a special education teacher and is a board member of the Senior Advocacy Network, a nonprofit organization assisting seniors with legal needs. Castle Rock Wealth Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities through portfolio management, financial planning, and retirement plan consulting. The firm manages client accounts using a range of securities and strategies, including options and borrowing, and serves over 2,000 clients across six offices.

Angela Hager is a CFP®, CFA®, and Series 65 licensed advisor with 18 years of industry experience. She has been with Destination Wealth Management since 2010. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and various institutional entities. The firm employs a core-and-tactical allocation approach supported by thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

John Lundin is a financial advisor at KCM Investment Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses. KCM Investment Advisors serves high-net-worth individuals, retirees, and institutional clients, providing discretionary portfolio management and integrated financial planning through customized solutions that combine equities, ETFs, and investment-grade fixed income. The firm manages assets on a fully discretionary basis using a mix of long-term, short-term, and trading strategies supported by fundamental and quantitative analysis.

Brent Herrera is a CFP®-certified financial advisor with Mutual of Omaha Investor Services, Inc., bringing seven years of industry experience. Prior to joining Mutual of Omaha, he worked at Fremont Bank and was involved in the food service industry with Jj's Pie Co. He serves as a director of the Dublin Chamber of Commerce and is an insurance agent specializing in health, life, dental, vision, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer, delivering managed solutions that include MOIS-approved model portfolios and third-party money manager options.

Albert Flores is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Sound Income Strategies since 2018 and concurrently at Fortress Financial Group since 2014. Outside of advisory roles, Flores is involved with Tier One Management Group, which offers fixed insurance products. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm focuses on customized portfolio management with an emphasis on fixed-income analysis and equity review, employing a scalable advisor network model supported by affiliated business lines and specialized services.

Erin Niehaus is a CFP® professional with five years of industry experience, currently advising at Savvy since 2024. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for three years. Outside of her advisory role, she serves as an advisor and promotor for DigitalDX. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios, tax-aware direct indexing, and integrates third-party fintech tools and sub-adviser strategies.

Stephen Biggs is a CFP® and CFA® professional with 16 years of industry experience. He has worked at The Mather Group, LLC since 2022 and previously spent ten years at Hc Financial Advisors, Inc. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities with integrated financial planning, investment management, tax, and estate planning services. The firm uses an evidence-based investment approach, incorporating risk-based allocation models and tax-synchronized portfolio construction, along with customizable options such as direct indexing and ESG factor portfolios.

Shamitoj Sandhu is a financial advisor at Earned Wealth Advisors, LLC with no prior industry experience. He has worked as a senior tax accountant at Chahal & Associates LLC since 2014, dedicating a significant portion of his time to this role. 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 offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing a diversified, buy-and-hold investment approach supported by third-party consultants and an internal committee.

Joyce Franklin is a CFP® and Series 65-licensed advisor with six years of industry experience. She has worked at Mission Wealth Management, LP since 2024 and previously operated JLFranklin Wealth Planning from 1999 to 2024. Mission Wealth Management, LP is a multi-team SEC-registered advisory firm managing approximately $17 billion and serving high-net-worth individuals, families, and institutional clients. The firm offers personalized wealth management and investment solutions through a tiered service model, emphasizing long-term strategies and incorporating alternative investments.

Michael Yoshikami is a Certified Financial Planner® with 29 years of industry experience. He has been with Destination Wealth Management since 2000. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a core-and-tactical allocation strategy informed by thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Brian Ambrose is a CFP®-designated financial advisor with 25 years of industry experience. He is currently affiliated with CreativeOne Securities, LLC and has prior experience at Client One Securities, LLC and Brokers International Financial Services, LLC. Ambrose also owns and operates Ambrose Financial & Insurance Services LLC, where he is involved in insurance sales and fixed annuities. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to both third-party and proprietary advisory platforms.

John Edelen is a financial advisor at BlueSpring Wealth Management, LLC with one year of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Bedell Frazier Investment Counselling, Inc. for 16 years. Outside of his advisory role, he is also an insurance broker with Symmetry Financial. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process supported by its proprietary Sojourn™ application and offers specialized services including option overlays and hedging strategies for concentrated positions.

David Pender is a financial advisor at Compound Planning, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments from 2017 to 2024 and Ent Los Gatos from 2016 to 2017. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm employs a customized, risk-based investment approach using fundamental, technical, and modern portfolio theory analysis, and offers solutions including low-cost ETFs, direct indexing, and alternative strategies through third-party sub-advisors and technology partnerships.

Carson Henderson is a financial advisor at Earned Wealth Advisors, LLC with 15 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to joining Earned Wealth Advisors, he worked at Thomas Doll CPA's, PC for over 16 years. 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 employs a diversified, buy-and-hold investment approach supported by financial planning techniques and manages most client accounts on a discretionary basis.

Kirandeep Kaur is a financial advisor at Coppell Advisory Solutions LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Edward Jones, Bank of America, Merrill, and several mortgage and real estate firms. In addition to her advisory role, Ms. Kaur is an insurance agent at Watts Insurance. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment approach using both fundamental and technical analysis and manages portfolios on a discretionary basis consistent with client objectives.

Jonathan Wilson is a financial advisor at Summit Trail Advisors, LLC with nine years at the firm and three years of industry experience. He holds a Series 65 credential and previously worked at Dill Plumbing. Summit Trail Advisors serves a diverse client base, including high-net-worth individuals, business entities, and institutional clients, offering portfolio management, financial planning, and family-office services. The firm emphasizes a disciplined investment process that incorporates asset allocation, investment selection, and portfolio construction across multiple asset classes and outcome objectives.

Ashley Duffey is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. She is currently with Concentric in Walnut Creek, CA, where she has worked since 2024. Prior to joining Concentric, she was with LAB Quantitative Strategies and Personal Capital Advisors Corporation. Concentric provides discretionary sub-advisory portfolio management and model portfolio construction primarily to other registered investment advisers and financial institutions, utilizing quantitative optimization and multi-factor risk models alongside qualitative oversight to customize investment solutions.

Sophia Feng is a CFP® and holds a Series 65 license with 13 years of experience in financial advising. She has worked primarily at Destination Wealth Management, with a brief tenure at Creative Planning LLC. Outside of her advisory role, she is involved in managing a rental property in Livermore, CA. Destination Wealth Management provides discretionary investment management and financial planning services to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a core-and-tactical allocation framework supported by fundamental research and macroeconomic analysis, managing over $4.1 billion in assets.

Barbara Matheson is a CFP® with 26 years of industry experience, currently serving as an advisor at Destination Wealth Management since 2019. Prior to this, she worked at TD AMERITRADE for three years. Destination Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm focuses on discretionary investment management and financial planning, utilizing a model portfolio approach that incorporates equities, fixed income, ETFs, alternative investments, and options, with ongoing committee oversight for alternative strategies.

Blair Stientjes is a financial advisor with Accelerate Retirement in Walnut Creek, CA, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has worked at Accelerate Investment Advisors LLC since 2023 and previously spent seven years with Kestra Advisory Services and KESTRA Investment Services. Blair serves on the board of the Walnut Creek Chamber of Commerce, contributing to community activities. Accelerate Retirement provides retirement plan consulting, discretionary investment management, financial planning, and fiduciary services to individual and institutional clients, including high-net-worth individuals, trusts, corporations, and employer plan sponsors. The firm implements customized investment programs through a network of advisers using a variety of securities and emphasizes long-term portfolio management and plan-level fiduciary support.