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 with The Pacific Center For Financial Services, holding a Series 66 designation and 20 years of industry experience. She has worked with Cetera Wealth Services, LLC for 13 years and has been with Pacific Center Financial Services since 2004. In addition to advisory work, she is involved in life, health, and long-term care insurance sales as part of her business activities. The Pacific Center for Financial Services advises individuals, high-net-worth families, family trusts, and retirement accounts, providing financial planning, consulting, and investment management services. The firm manages over $1 billion in assets and operates a Managed Account Program focused on diversified, asset-allocation-based portfolios using mutual funds, stocks, ETFs, and bonds.

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.

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.

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.

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.

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.

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.

Daniel Murray Jr. is a financial advisor with Mirador Capital Partners in Larkspur, CA. He holds a Series 66 designation and has 14 years of industry experience, including 11 years with Mirador Capital Partners. Mirador Capital Partners provides portfolio management, financial planning, and retirement consulting services to individuals, trusts, pension and profit-sharing plans, and small businesses. The firm employs a top-down fundamental investment approach supplemented by technical analysis and manages a range of proprietary strategies across various asset classes.

Michael Garrigan is a financial advisor at Stonebridge Financial Group with eight years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa-Advisors. Outside of his advisory role, he is involved in real estate investment through ownership of multiple properties and co-ownership of an investment LLC. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, providing discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a combination of quantitative and qualitative investment strategies and manages approximately $896 million in discretionary assets.

Christopher Ruane is a financial advisor at Treehouse Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at BlackSand Capital and Insight Resource Group. Treehouse Wealth Advisors manages approximately $597 million for a diverse client base, including individuals, high-net-worth clients, pension and charitable entities, and corporations. The firm offers portfolio management, financial consulting, and wealth planning services, using a mix of technical and fundamental analysis supported by AI tools subject to human oversight.

Stephen Stanford is an investment advisor representative at The Putney Financial Group LLC with 37 years of industry experience. He previously worked at Portsmouth Financial Services Inc for 11 years and Arete Wealth Management for 3 years. Stanford holds Series 63 and Series 65 licenses. The Putney Financial Group LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm manages approximately $205 million in assets using a multi-faceted investment approach that emphasizes asset allocation across various instruments and delivers ongoing portfolio oversight with regular client reporting.

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.

Echo Chien is a financial advisor with The Putney Financial Group LLC in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Putney Financial Group in 2024, Chien worked at Arete Wealth Management, Portsmouth Smartlife Financial Group, and Portsmouth Financial. Chien serves as Chief Compliance Officer for The Putney Financial Group's affiliated registered investment advisory firm. The Putney Financial Group LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm employs a multi-faceted investment approach emphasizing asset allocation across mutual funds, ETFs, fixed income, structured products, private placements, and options strategies.

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.