Daniel Wu is a financial advisor at Strait & Sound with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has held roles at several firms, including Pair Capital Wealth Management and Global Investment Science. Wu is also the founder and CEO of OnVest LLC, a software company specializing in analytics for the financial markets. Strait & Sound provides discretionary wealth management, financial planning, and investment consulting to individual, high-net-worth, and business clients. The firm employs a mosaic investment approach incorporating valuation metrics, behavioral and technical analysis, and portfolio construction with an emphasis on diversification and capital preservation.

Dermott Larkin is a financial advisor at Cypress Wealth Services, LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Cypress Wealth Services in 2025, he worked for Perigon Wealth Management, LLC for seven years and spent two years at Trinet, Inc. Cypress Wealth Services manages approximately $1.34 billion on a discretionary basis for about 825 clients through a team of 14 advisors. The firm offers customized investment management, comprehensive financial planning, and retirement plan consulting primarily to high net worth individuals, families, trusts, estates, and businesses. Their investment approach emphasizes fundamental analysis and a generally long-term orientation, utilizing a range of investment vehicles including mutual funds, ETFs, equities, fixed income, and alternative investments.

Ian Castille is a CFP®-designated financial advisor with Capital Advantage, Inc. in Walnut Creek, CA, and has 18 years of industry experience. His prior roles include positions at LPL Financial, TD Ameritrade, Banc of America Investment Services, and Wells Fargo Investments. He is also a California Notary Public. Capital Advantage, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses fundamental and technical analysis combined with macroeconomic indicators and treats cash as an asset class for defensive positioning.

Dean Leonard is a CFP® with 42 years of industry experience, currently serving at Castle Rock Wealth Management, LLC. His prior experience includes over two decades at WHJR Associates and extensive tenure at Royal Alliance Associates, INC. Leonard is also a licensed insurance agent involved in the sales and service of fixed insurance, accident and health, and long-term care products. Castle Rock Wealth Management provides fiduciary investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, managing discretionary portfolios that include stocks, bonds, ETFs, options, and other securities. The firm serves approximately 2,024 clients across six offices, offering comprehensive financial planning and utilizing a combination of fundamental, technical, and cyclical analysis in its investment approach.

Kameron Jackson is a Series 65-licensed financial advisor with Liberty Wealth Management, LLC in Oakland, CA, with three years of industry experience. He has been with Liberty Wealth Management since 2022 and previously worked at The Utility Reform Network. Outside of advising, he is involved as an insurance agent with Lifetime Planning Marketing, Inc., and participates as a member of SL8 Investments, LLC, a privately held investment company. Liberty Wealth Management, LLC serves individuals, trusts, estates, and institutional clients with investment management, financial planning, retirement plan services, and access to third-party managers. The firm offers educational seminars and utilizes a combination of centrally developed and adviser-developed strategies, including access to private market investments and affiliated alternative-asset opportunities.

Daoud Kayoumi is a Financial Consultant at Fidelity Investments, a role he has held since 2023. In this position, he partners with clients to understand their financial goals, develop personalized plans, and provide investing guidance. He focuses on ensuring clients understand where their money is invested, the performance of their investments, and associated costs. Prior to his current role, Daoud held positions including Account Executive at Salesforce from 2022 to 2023, Vice President Financial Consultant at Charles Schwab from 2021 to 2022, Financial Advisor at Equitable from 2019 to 2021, and Branch Service Specialist at Union Bank from 2017 to 2018. He holds a California Insurance License.

Claudina Campbell is a financial advisor at Willow Grove Advisors, LLC with 17 years of industry experience. She holds the CFP® and Series 65 designations. Her prior roles include positions at Coldstream Wealth Management, Paracle Advisors LLC, and Brighton Jones LLC. Willow Grove Advisors, LLC is a fee-only SEC-registered investment adviser serving primarily individual and high-net-worth clients. The firm combines strategic asset allocation with technical and economic analysis, offering discretionary portfolio management and access to private fund investments.

Seema Rajoura is a financial advisor at Osborne Partners with experience dating from 2016 across several firms including Gideon Strategic Partners and Aurelius Legacy Partners. She joined Osborne Partners Capital Management LLC in 2024. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities. The firm offers personalized, actively managed investment portfolios and integrated financial planning, serving also as a sub-adviser to unaffiliated investment advisers and sponsoring an affiliated private pooled investment vehicle.

Lori Bodenhamer is a CFP® and Series 65-licensed advisor with four years of industry experience. She has worked at Abundo Wealth since 2022 and previously held roles at Farther Finance, Mercer Global Advisers, and in media companies including Group Nine Media and Discovery Digital Networks. Outside of her advisory work, she is a co-writer for a creative stage theater project titled "Retirement: The Musical." Abundo Wealth provides ongoing, non-discretionary financial planning and investment advice to individuals and families through a client portal and third-party planning software. The firm emphasizes passive, low-cost broad market index funds and focuses on asset allocation, tax-aware placement, and managing behavioral risk while clients retain control of implementation.

Robert Agorastos is a CFP® professional with 11 years of industry experience. He has worked at Insight Wealth Strategies, LLC since 2013 and previously held roles at Lincoln Financial Advisors Corporation and Mutual Securities, Inc. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term, model-driven investment process utilizing low-cost ETFs, individual stocks, and alternative holdings, supported by fundamental, technical, quantitative, and sector analysis.

Don Garman is a CFP® with 32 years of industry experience, currently serving as an advisor at Mirador Capital Partners. He has previously worked at Purshe Kaplan Sterling Investments and has been with Mirador since 2015. Garman is also a partner in venture funds Tri-Valley Ventures, LLC and Tri-Valley Ventures II, LP. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses, offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach combines top-down fundamental analysis with technical analysis and employs a variety of asset-allocation models across public and private securities and alternative vehicles.

Patrick Hitchcock is a financial advisor at Moment Partners, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and joined Moment Partners in 2024 after eight years at Wells Fargo Clearing. Outside of his advisory role, he serves as a board member for the Lodgepole Parque Homeowners Association in Incline Village, Nevada. Moment Partners serves individual and institutional clients, offering investment and wealth management, financial planning, and fiduciary services. The firm employs a risk-adjusted, tax-efficient approach combining active and passive strategies and manages over $1.18 billion in assets with a team of four advisors.

Delbert White is a financial advisor with BCN Financial, Inc. holding a Series 66 designation and nine years of industry experience. His career includes roles at Crown Capital Securities, L.P. and LPL Financial, as well as prior public service with the City of Oakland. Outside of advisory work, he maintains a notary license and is involved in providing fixed insurance products. BCN Financial, Inc. specializes in retirement plan advisory and financial planning services for employer-sponsored plan participants and members of police and fire department associations. The firm employs an investment process focused on mutual funds and ETFs combined with fundamental, technical, and sentiment analysis, typically offering non-discretionary advice within client plan options.

Kristina Joy Torrealba is a CFP® with eight years of industry experience, currently serving as an advisor at Jackson Square Capital, LLC since 2019. Her prior work history includes roles at JPMorgan Chase Bank and Exact Software. Outside of finance, she was involved with Scout Model and Talent Agency for four years. Jackson Square Capital, LLC provides discretionary and non-discretionary wealth management, investment advisory services, and financial planning to individuals, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $489 million in assets and customizes portfolios based on client objectives and risk tolerances using a range of investment strategies, including fundamental and technical analysis.

Jeffry Bratzler is a CFP® professional with 37 years of industry experience. He is affiliated with BCN Financial, Inc., where he has worked since 2004, and has prior experience at Quest Securities, Inc., Crown Capital Securities, LP, and LPL Financial. Bratzler holds a Notary License and has engaged in non-variable insurance activities. BCN Financial provides retirement plan advisory and financial planning services primarily to participants in employer-sponsored retirement plans, members of police and fire associations, and various institutional clients. The firm’s investment process emphasizes mutual funds and ETFs with a market-timing approach and is notable for its regular client reporting and focus on specialized client segments.

Marla Schroeder is a financial advisor at Contravisory Investment Management, Inc. with one year of industry experience. Prior to entering the financial sector, she worked in education at Orinda Union Schools and Moraga Schools for a combined total of over ten years. Contravisory Investment Management serves both individual and institutional clients, managing approximately $702 million across discretionary and non-discretionary accounts. The firm employs a proprietary quantitative and technical research system to guide its investment strategies and is notable for its dual role as both investment manager and sponsor of private pooled vehicles that utilize long-short strategies.

Colin Taylor is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He has been with Capital Advantage, Inc. since 2011 and previously worked at Catalyst Financial Planning & Investment Management Corporation from 2007 to 2011. Capital Advantage, Inc. is an SEC-registered investment adviser that provides discretionary investment management and financial planning to a range of clients including individuals, high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis alongside macroeconomic indicators to guide investment decisions and treats cash as an asset class for defensive positioning.

John Dodd is a financial advisor at Catalyst Private Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Catalyst since 2019, following roles at Mutual Advisors, LLC and ClearPath Capital Partners LLC. Outside of his advisory work, he is the founder of The Lonely Mushroom, a custom crush wine business. Catalyst Private Wealth is a registered investment adviser managing approximately $330.6 million for around 483 clients through a team of five advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and institutional accounts using a combination of fundamental, technical, and tactical investment strategies tailored to client objectives and risk profiles.

Thomas Reed is a financial advisor at TrueNorth Wealth in San Francisco, CA, holding a Series 65 credential with three years of industry experience. His prior work includes roles at BRJ Distributing and Gonzaga University. TrueNorth Wealth serves individual and high-net-worth clients, including physicians, surgeons, business owners, and retirees, as well as corporate retirement plans and institutional clients. The firm provides comprehensive financial planning, investment supervisory services, and institutional consulting, with an emphasis on asset allocation, portfolio construction, and regular client communication.

Emmanuel Comes is a financial advisor with American Investors Company in San Ramon, California. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has been with American Investors Company since 2011. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary asset management, hourly consultations, financial planning, and retirement plan services, operating with a combined broker-dealer and SEC-registered adviser structure.