Michael Lickiss is a financial advisor at Pacific Wealth Advisory Services LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at PKS Investments, Arkadios Wealth Advisors, Arkadios Capital, Resource Investment Architects, Inc., and Investment Architects, Inc. Outside of his advisory work, he is involved in performing and recording music with The Lk Project and tutors high school students in science and math. Pacific Wealth Advisory Services LLC provides discretionary portfolio management and advisory services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis across a diverse range of investment vehicles, managing approximately $98.7 million in client assets across more than 200 accounts.

Ravi Ganjoo is the sole advisor at RG Capital Management, LLC, an independent firm based in Danville, California. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 22 years with his current firm. RG Capital Management provides discretionary investment management primarily for individual and high-net-worth clients through diversified portfolios and a combination of fundamental and technical analysis. The firm employs both long- and short-term trades, occasionally using leverage and derivatives, and offers fee arrangements based on assets or performance.

Anthony Carr is a CFP® professional with 25 years of industry experience. He is the principal of Carr Wealth Management LLC, an independent firm he has led since 2015. Prior to that, he operated as a sole proprietor for nine years. Outside of advisory services, he works part-time as a controller for a small contractor in Pleasanton. Carr Wealth Management LLC provides discretionary investment management and financial planning primarily to individuals in or nearing retirement. The firm applies Modern Portfolio Theory to develop portfolios aligned with clients' objectives and risk tolerances and offers planning and consulting services on an hourly or fixed-fee basis.

Sanjay Misra is a CFA® charterholder and the sole advisor at Acumain Capital, LLC with one year of industry experience. Prior to founding Acumain Capital, he spent eleven years at BlackRock Inc. He also serves as a board member of Calfus Inc., a technology consulting and engineering services firm. Acumain Capital provides discretionary portfolio management focused on equity strategies for high-net-worth individuals and institutional investors. The firm employs a combination of fundamental analysis, quantitative modeling, and macroeconomic research to manage long-only and long/short equity portfolios.

Gregory Crofton is a CFP® professional with 22 years at Adap Tax Financial, Inc. and eight years of industry experience. He serves as a part-time instructor at UC Berkeley Extension, teaching courses in personal finance, accounting, and tax. Adap Tax Financial, Inc. is an independent firm that provides financial planning, discretionary investment management, tax preparation, and tax representation to a diverse client base, including individuals, families, trusts, estates, corporations, and nonprofit organizations. The firm follows a passive, asset-allocation approach utilizing low-cost index funds and ETFs, incorporates options strategies for concentrated equity positions, and integrates tax services with its advisory offerings.

Michael Starr is the sole advisor at Stellar Financial Planning in Fremont, CA, with 31 years at the firm and one year of industry experience listed. He has been involved in theatrical entertainment since 1977. Stellar Financial Planning is an independent, fee-only firm serving individual and high-net-worth clients, managing approximately $10.37 million in discretionary assets. The firm combines bottom-up and top-down security selection with a contrarian/value approach, emphasizes client education, and maintains a small, concentrated client base.

Leon Mazza is a financial advisor with Heritage Grove Wealth Management, LLC in Danville, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Fisher Investments for 12 years and has been associated with Fidelity Investments and Fidelity Brokerage Services LLC since 2020. Heritage Grove Wealth Management provides fee-based wealth management for high-net-worth individuals, trusts, estates, foundations, and select institutional clients. The firm offers customized portfolios based on fundamental analysis and strategic asset allocation, avoiding model portfolios and third-party managers, with services including investment, retirement, tax, and estate planning.

Daven Sharma is a CFP® professional with 22 years of industry experience, currently practicing at Abundance Advisers in Pleasanton, CA. He has a diverse background that includes roles in financial planning, tax consultation, and insurance services. Sharma is also involved in nonprofit work as a board member and treasurer of Truekarma.org. Abundance Wealth Advisers is an independent firm serving individual and high-net-worth clients, providing discretionary asset management, financial planning, and education. The firm uses a goal- and time-horizon driven investment approach with a generally passive asset-allocation model and offers specialized services such as ERISA retirement-plan management and pension consulting.

Robert Brown is a CFA charterholder and principal of The R.L. Brown Advisory Group, LLC, an independent advisory firm based in Pleasanton, California. He has 18 years of industry experience and has led his firm since 2007. In addition to his advisory work, he operates R.L. Brown Insurance Services, a life and health insurance business. The R.L. Brown Advisory Group provides asset management and integrated financial planning for individuals, families, trusts, estates, businesses, and organizations. The firm offers discretionary portfolio management guided by Modern Portfolio Theory and a value-oriented investment approach, serving a diverse client base that includes corporate and institutional accounts.

Ryan Dolan is the managing partner of Dolan Partners LLC in Danville, CA, holding the CFP® designation with 15 years of industry experience. He has led Dolan Partners since 2008. Outside of his advisory role, he manages administrative and operational tasks for two multifamily real estate holdings unrelated to investment advice. Dolan Partners provides financial planning, wealth management, and discretionary investment management primarily for individual and high-net-worth clients. The firm customizes portfolios using ETFs, individual securities, and mutual funds, focusing on long-term capital appreciation, risk control, and tax efficiency.

Mark Dossa is a CFP® professional with 24 years of experience in financial advising. He is the principal advisor at Fortitude Wealth Management L.L.C., where he has worked since 2018. Prior to founding Fortitude, he held advisory roles at Dw Advisors LLC and Centara Capital Management Group. Dossa is also a licensed insurance agent and spends a small portion of his time offering fixed insurance products. Fortitude Wealth Management provides discretionary investment supervisory services and portfolio management primarily to individual and high-net-worth clients. The firm emphasizes tailored investment policies based on personal client objectives and uses asset allocation alongside mutual fund and ETF analysis to guide long- and short-term strategies.

Robert Jersin is the principal of Jersin Financial Services in Danville, CA, with 23 years at the firm and 16 years of industry experience. He holds the CFA® designation and Series 63 license. In addition to his advisory work, he serves as president of the firm's affiliated tax preparation business, dedicating half his time to income tax preparation. Jersin Financial Services provides investment management and financial planning to individual clients as well as pension and profit-sharing plan clients. The firm integrates investment decisions with personal income tax planning and offers in-house tax preparation, aiming to address multi-year tax effects and reduce tax drag.

Daniel Leonard is a CFP® with 14 years of industry experience, currently serving as the sole advisor at Powering Your Retirement since 2021. His prior roles include positions at Marathon Retirement Planning and Rice Pontes Capital. In addition to financial advising, he owns and operates Marathon Tax Planning, a tax preparation business, and is a licensed insurance agent. Powering Your Retirement provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, using a blend of analytical methods and both long- and short-term trading strategies. The firm integrates tax preparation and insurance services as part of its offerings and manages approximately $81 million across its client base.

Thomas Manetta is a financial advisor with Manetta Wealth Management, Inc. in Danville, CA. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Prior to founding Manetta Wealth Management in 2023, he worked at Perigon Wealth Management, Anthem Wealth Partners, and several other firms. Manetta Wealth Management is an independent advisory firm focusing on discretionary portfolio management and ongoing investment advice for individuals and high-net-worth clients. The firm uses a combination of charting, fundamental, quantitative and technical analysis, and modern portfolio theory to guide long-term trading strategies.

Lincoln Edgar is the sole advisor at Edgar Investment Management LLC, an independent firm based in Danville, CA. He holds Series 63 and Series 66 designations and has 16 years of industry experience, including 17 years with his current firm. Edgar Investment Management is a fee-only registered investment adviser that manages approximately $5.93 million in discretionary accounts. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, focusing on disciplined equity investing through a proprietary screening process targeting “Stable Growth” companies and complementing stock holdings with sector and fixed-income ETFs for diversification.

Irina Yantikova is a financial advisor at West-East Wealth Management, LLC with eight years of industry experience. She holds a Series 65 designation and has been with West-East Wealth Management since 2017. The firm provides discretionary, personalized investment management to individuals, trusts, pension plans, and corporations, tailoring accounts to clients’ risk tolerance, time horizon, liquidity needs, and tax considerations. West-East Wealth Management employs a range of strategies including value, income, options, and speculative portfolios, and manages client accounts solely on a discretionary basis.

Daniel Claffey is the sole advisor at EdMD Financial Strategies, LLC in San Ramon, CA, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with EdMD Financial Strategies since 2010 and previously spent 15 years at American Investors Company. In addition to his advisory role, Claffey operates a college admissions and financial aid consulting business that assists families with education funding strategies and related tax preparation services. EdMD Financial Strategies is a California-registered independent investment adviser managing approximately $2.5 million for around 50 clients, including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs fundamental analysis to construct portfolios using stocks, bonds, ETFs, and mutual funds, offering both discretionary and non-discretionary management, financial planning, and consulting services.

Sumit Sarkar is a financial advisor at Bent Creek Capital LLC in San Ramon, CA, holding Series 63 and Series 65 licenses with nine years of industry experience. He has been with Bent Creek Capital since 2017 following a brief period as a self-employed advisor in 2016. Bent Creek Capital LLC provides discretionary portfolio management and investment supervisory services primarily to individuals, high-net-worth clients, and business entities, using a hub-and-spoke model to synchronize client accounts with a manager-held portfolio. The firm focuses on fundamental analysis and thematic sector selection, particularly in energy-related companies with a North American emphasis, and employs both long- and short-term trading strategies as appropriate.

Paul Dejarnatt is the sole advisor at DeJarnatt, Paul E, an independent firm based in Pleasanton, CA. He holds CPA credentials and has 12 years of professional experience, including two years in financial advisory. In addition to his advisory work, he maintains an active accounting practice providing tax return preparation and advice. The firm offers discretionary investment management and portfolio services primarily for individual clients, managing publicly traded equities and fixed income while also advising on private companies, commodities, and real estate. It serves a small client base with a concentrated approach that includes the use of options and other non-standard instruments under discretionary authority.

David Gold is a financial advisor at Newleaf Wealth Management, LLC in San Ramon, CA, with 11 years of industry experience. He holds the Series 63 designation and has been with Newleaf Wealth Management since 2013. Newleaf Wealth Management provides discretionary and non-discretionary investment management and consulting services for individuals, trusts, corporate and not-for-profit retirement plans, and charitable institutions. The firm emphasizes strategic asset allocation, global diversification, and tailored manager/fund selection, with a notable focus on retirement-plan and pension consulting as well as advisory services for charitable organizations.