Gary Gardner is a CFP® with 49 years of experience in the financial industry. He is currently with OneAscent Financial Services LLC and has previously worked at Life & Wealth Advisors, Inc. and Chauner Securities, Inc. Gardner has also operated his own firm, Gary Gardner & Company, since 1975. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through multiple advisory teams. The firm offers discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, consulting, and back-office support for other RIAs.

Martin Mercado is a financial advisor at Mission Wealth Management, LP, holding a Series 65 credential with two years of industry experience. Prior to joining Mission Wealth Management, he worked in the hospitality sector, including at Rosewood Miramar Beach Hotel and Domino's Pizza. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing comprehensive wealth management, financial planning, and investment management services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering customized portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Nancy Hairsine is a CFP®-certified financial advisor with 37 years of industry experience. She has worked with Lifetime Planning dba for 18 years and has been an independent insurance agent for over 26 years. She serves as a board member of the Pittsburg Chamber of Commerce. Nancy works with Lifemark Securities Corp., a multi-team firm serving individual investors and sponsors of participant-directed retirement plans. The firm offers fee-based investment advisory services and financial planning, utilizing programs such as Unified Managed Accounts and Separately Managed Accounts tailored to client suitability and risk assessments.

Lee Levy is a financial advisor at Savvy with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Cambridge Investment Research Advisors, Wells Fargo Clearing, and Morgan Stanley Private Bank. Savvy Advisors provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations, offering a range of portfolio management and fiduciary services. The firm emphasizes diversified, index-based investment strategies enhanced by quantitative models and integrates advanced technology such as artificial intelligence and machine learning to support client communications and planning.

Haroon Sattari is a financial advisor with RBC Securities, Inc., holding a Series 66 credential and 12 years of industry experience. He has worked at RBC Securities since 2019, following six years at Citigroup Global Markets and CitiBank, N.A. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm utilizes an affiliated sub-advisor to manage portfolios with mutual funds, ETFs, SMAs, and individual securities, and is integrated within a broader financial services group affiliated with a bank parent and related entities.

Jeffrey Hodges is a financial advisor at Encompass More Asset Management LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, N.A., First Republic Securities Company Co LLC, Alaska Airlines, and Virgin America. Outside of finance, he is the owner of Linescapes, a fine art business involving painting and modeling. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based investment strategies that incorporate proprietary and third-party sub-advisers, managing a range of assets including equities, fixed income, mutual funds, ETFs, private placements, and certain digital asset exposures.

Seema Saini is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. She has been associated with Chahal & Associates since 2011. Outside of her advisory work, she is a passive partner in SSG Restaurant Inc., a Mountain Mike Pizza franchise, where she manages accounting and taxes. 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 provides financial planning, discretionary wealth management, and retirement-plan advisory services, employing a diversified, buy-and-hold investment approach informed by both internal and third-party expertise.

Oliver Orzal is a financial advisor at Royal Fund Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses. His career includes roles at Ameritas Advisory Services, ESI Financial Advisors, and BNJA Insurance & Financial Services. Outside of advisory work, he is involved in insurance sales through multiple related business entities. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm uses a variety of investment strategies tailored to client risk tolerances and offers both discretionary and held-away account management services.

Christopher Logue is a financial advisor with Lifemark Securities Corp. in Pittsburg, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Lifemark Securities since 2018 and previously spent seven years at Foresters Equity Services, along with running Logue Asset Management since 2000. Outside of his advisory role, he serves on the Housing Loan Advisory Committee for the city of Oroville. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, offering a range of portfolio management options and tailored advice based on risk assessments.

Brett Le Mmon is a financial advisor at Earned Wealth Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Thomas Doll for ten years before joining Earned Wealth and then Earned Wealth Advisors. Earned Wealth Advisors serves individual and institutional clients, particularly physicians, dentists, and their practice employees, offering financial planning, discretionary wealth management, and retirement plan consulting. The firm utilizes independent investment managers, model portfolios, and advanced tools such as Monte Carlo analysis and automated tax-loss harvesting to manage assets.

Michael Harris is a financial advisor at BlueSpring Wealth Management, LLC with 13 years of industry experience. He holds the Series 65 designation and has worked previously at Kestra Financial Inc., Capital Planning Advisors, and Bedell Frazier Investment Counselling, LLC. BlueSpring Wealth Management serves a diverse client base including individuals, business owners, trusts, estates, and retirement plans. The firm offers investment management, financial planning, and retirement plan consulting with a customized investment approach overseen by an Investment Committee.

Robert Jacques is a CFP® professional with 27 years of experience in financial advising. He has worked at Destination Wealth Management since 1999, with a break between 2007 and 2014 during which he was employed at Citigroup Global Markets and U.S. Bancorp Advisors, LLC. He holds Series 63 and Series 65 licenses. Destination Wealth Management provides discretionary investment management and financial planning to a broad range of clients including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that integrates fundamental research and thematic long-term perspectives across multiple asset classes, and it maintains a formal program for alternative and private investments with committee oversight.

Michael Frazier is a financial advisor at BlueSpring Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Kestra Financial Inc., Capital Planning Advisors, and Bedell Frazier Investment Counselling, LLC. BlueSpring Wealth Management serves a diverse client base, including individuals, business owners, trusts, estates, and pension and profit-sharing plans. The firm uses a customized investment process overseen by an Investment Committee and offers services such as discretionary investment management, financial planning, retirement plan consulting, and access to independent managers and private placement opportunities.

Gregory Bentley is a financial advisor at Prosperity Wealth Management, Inc. in San Ramon, CA, with 41 years of industry experience. He holds a Series 63 designation and has been with Prosperity Wealth Management since 2015. Bentley is also the CEO and a 25% owner of Fortune Financial Services, Inc., where he divides his time evenly alongside his role at Prosperity. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, pensions consulting, and referrals to third-party money managers. The firm manages approximately $442 million for about 1,600 clients and emphasizes tailored portfolio supervision through multiple analysis methods and ongoing oversight of recommended third-party managers.

Judith Hirotaka is a financial advisor at The Mather Group, LLC with 18 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at firms including Wealth Enhancement Group, Ginsburg Financial Advisors, Mercer Global Advisors Inc., and Osborne Partners Capital Management. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable strategies and incorporates AI and machine-learning tools alongside human oversight.

Rita Chan is a CFP® with 15 years of industry experience, currently serving as an advisor at Destination Wealth Management. She has been with the firm since 2015, contributing over nine years in total. Destination Wealth Management offers discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm’s investment approach is asset-allocation driven, combining fundamental research with thematic, longer-term perspectives and incorporates alternative investment offerings under committee oversight.

Jessica Pincus is a financial advisor at Earned Wealth Advisors, LLC with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at firms including Fisher Investments and Forme Financial. Outside of her advisory role, she is an angel investor in Gaingels LLC, a diversity and inclusion-oriented venture capital fund. Earned Wealth Advisors serves individual and institutional clients, particularly physicians, dentists, and their practice employees, offering comprehensive financial planning, discretionary wealth management, and retirement plan consulting. The firm uses a range of independent investment managers and model portfolios, supported by tools like Monte Carlo analysis and automated tax-loss harvesting, and integrates with affiliated businesses across retirement planning, accounting, insurance, and publishing.

George Reel is a Series 65 licensed advisor with eight years of industry experience, currently serving at Destination Wealth Management in Walnut Creek, CA. He has been with the firm since 2010. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs an asset-allocation driven investment process that incorporates fundamental research and thematic, long-term perspectives across various asset classes, while offering alternative investment opportunities and coordinated estate planning and tax services through strategic partnerships.

Peter Mcneil is a financial advisor at Concorde Asset Management, LLC with 25 years of industry experience. He holds the Series 66 designation and has been with Concorde since 2018, following a decade at Independent Financial Group. In addition to his advisory role, he operates an insurance agency under the name McNeil & Associates and owns a tax preparation and planning business. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, financial planning, and access to third-party asset managers. The firm uses model portfolios and strategic asset allocation tailored to client objectives and risk tolerances, providing discretionary trading and ERISA retirement-plan advisory services.

Gregory Gilbert is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding a Series 66 designation and 27 years of industry experience. He has worked with various entities within the Infinity Financial Services group since 2006. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management and financial planning using a range of analytical methods and investment strategies, integrating advisory, broker-dealer, and insurance activities.