Benjamin Musson is a financial advisor at Destination Wealth Management with 18 years of industry experience. He holds a Series 66 designation and has worked at Destination Wealth Management since 2012, following a year at Charles Schwab. Destination Wealth Management provides discretionary investment management and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm employs an asset-allocation driven investment process that integrates fundamental research with thematic, longer-term perspectives across multiple asset classes and maintains a formal program for alternative and private investment offerings.

Steven Quinly is a financial advisor with Realta Investment Advisors, Inc., holding Series 63 and Series 65 credentials and over 46 years of industry experience. His prior work includes roles at Bank of America and Merrill. He also serves on the Contra Costa County Treasurer Oversight Committee. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm focuses on personalized advice and employs diversified asset allocation strategies across various investment types, including mutual funds, ETFs, equities, fixed income, and alternatives.

Dilnoor Kaur is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. She concurrently serves as a senior tax accountant at Chahal & Associates LLC, an accounting firm where she has worked since 2015. 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 combines financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers, model portfolios, and a third-party consultant to guide diversified, buy-and-hold investment strategies.

Byron Valles is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He currently works at Mission Wealth Management, LP and has previously held roles at LPL Financial, First Republic Investment Management, Fidelity Brokerage Services, and Air Liquide Advanced Materials. Outside of financial advising, he is a business owner of Rimova Real Estate. 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 combines investment management with tax, trust, and risk planning, managing portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Joanna Aiken is a financial advisor at Choreo, LLC with 29 years of industry experience. She previously worked at Enso Wealth Management and Edward Jones. Outside of her advisory role, she serves as CFO of JCBC Enterprises LLC, which provides educational enrichment programs for children. Choreo serves individual and high-net-worth investors, family offices, and institutional clients with services including portfolio management, financial planning, and outsourced CIO solutions. The firm combines strategic asset allocation with quantitative screening and utilizes diverse investment vehicles to implement client portfolios.

Kenneth Quiat is a financial advisor at Belpointe Asset Management LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Foresters Equity Services, Inc. and AD Banker LLC. Outside of his advisory role, he is a licensed educator with AD Banker, LLC. Belpointe Asset Management is a multi-team registered investment adviser managing approximately $7.6 billion in client assets. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, corporations, trusts, and other advisers, utilizing a blend of passive, active, and tactical strategies tailored to client objectives.

Steven Burke is a Series 65-licensed advisor with Redhawk Wealth Advisors, Inc. in Oakland, CA, and has eight years of industry experience. He previously worked at Hermes Econometrics for three years and has served as a principal and independent insurance agent at SIS Services since 2000. Outside of his advisory role, he remains active in independent insurance agency work. Redhawk Wealth Advisors provides discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment management approach combines strategic and tactical asset allocation across multiple asset classes, with portfolios reviewed weekly by an investment committee.

Andrew Thompson is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. His prior roles include five years at Enso Wealth Management and fourteen years at Edward Jones. Outside of his advisory work, he is involved as an insurance agent with Highland Capital Brokerage, focusing on new insurance products for clients. Choreo, LLC provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm employs a centralized investment process centered on strategic asset allocation and diversified portfolios, offering a range of services such as portfolio management, financial planning, OCIO, and specialized consulting.

John Reising is a financial advisor at Gibbs Wealth Management, LLC with 19 years of industry experience. He holds a Series 63 designation and has previously worked at Brookstone Capital Management and operated his own firms, including Reising Financial Services, Inc. Outside of his advisory role, he is an owner and insurance agent involved in the sale of fixed annuities, fixed indexed annuities, and life insurance. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a combination of analytical approaches to guide investment allocations. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions in its client portfolios.

Justin Amit is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at BlueSpring Wealth Management, LLC. His prior roles include positions at Kestra Financial, Capital Planning Advisors, Bedell Frazier Investment Counselling, Charles Schwab, Bank of America, and Merrill. Outside of his financial career, he also works as a sports official, officiating baseball and football games. BlueSpring Wealth Management is a multi-team firm comprising 45 advisors.

Christopher Eagles Smith is a Certified Financial Planner (CFP®) and holds a Series 65 license, with 13 years of experience in the financial industry. He has worked at Destination Wealth Management since 2015. Outside of finance, he was involved with West America Tae Kwon Do for 11 years. Destination Wealth Management provides discretionary investment management and financial planning to a diverse client base, including individuals, high-net-worth clients, and charitable organizations. The firm employs an asset-allocation driven investment process that integrates fundamental research with thematic, long-term perspectives, and offers estate planning and tax services through strategic partnerships.

Mahesvar Aks is a Series 65-licensed advisor with Coppell Advisory Solutions LLC and has one year of industry experience. Prior to joining Coppell Advisory Solutions, he worked at Nisum Technologies and Cognizant Technology Solution. Outside of his advisory role, he serves as a director of Maks4Max Inc., a company involved in insurance and real estate investments. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment process using both fundamental and technical analysis and offers an open-architecture platform that includes a variety of asset classes and ongoing portfolio supervision.

Sarah Hamilton is a CFP®-certified financial advisor with 20 years of industry experience. She currently works at Mission Wealth Management, LP and previously held roles at Hamilton Walker Advisers LLC, Fidelity Personal and Workplace Advisors, Fidelity Investments, and Ameriprise. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing discretionary and non-discretionary portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Emmanuel Pablo Jr. is a CFP® professional with 20 years of industry experience, currently affiliated with International Assets Investment Management, LLC. He previously worked at LPL Financial and spent 18 years at Patelco Credit Union. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers, offering customized portfolio management and financial planning.

Joseph Manglona is a financial advisor with Buck Wealth Strategies, LLC in Pleasanton, CA, holding a Series 66 license and two years of industry experience. His prior roles include positions at Madison Avenue Securities and Thrivent Financial. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach, incorporates third-party financial-planning tools, and is notable for its use of options strategies and selection of outside money managers to implement portfolios.

Evelyn Zuk is a CFP® and holds a Series 66 license with two years of industry experience. She is currently with Destination Wealth Management and has prior experience at firms including Lincoln Financial Advisors Corporation, Northwestern Mutual, OSAIC, and FYNANC. Evelyn also worked in accounting at Prime Accounting for eight years. 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 integrates fundamental research and thematic perspectives, offering a range of strategies including equities, fixed income, ETFs, derivatives, and alternatives, supported by committee oversight and strategic partner relationships.

Eric Shulenberger is a Series 65-licensed financial advisor at Concentric with 18 years of prior experience at Veritable, LP and concurrent experience at Pathstone. He has worked in the industry for 11 years and is currently based in Walnut Creek, CA. Concentric provides discretionary sub-advisory portfolio management and model portfolio construction primarily to other registered investment advisers and financial institutions. The firm combines quantitative portfolio-optimization software and multi-factor risk models with qualitative oversight to customize portfolios, and offers specialized strategies including tax-aware and customizable mandates.

Matthew Dublin is a CFA® charterholder with eight years of industry experience. He is currently an advisor at True North Advisors, LLC, where he has worked since 2025. Prior to this, he spent seven years at Blue Investment Partners LLC and two years at Aptigon Capital, Citadel LLC. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and wealth advisory services with a value-oriented investment approach across multiple asset classes.

Catherine Pinkas is a financial advisor at Simplicity Wealth with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LifePro Asset Management, FSC Securities Corporation, and The Leaders Group Inc. In addition to her advisory work, she serves as a part-time instructor at the University of California Berkeley and Chabot College. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering advisory services, a managed account platform, and technology solutions for other advisers.

Jessica Lambruschini Coy is a financial advisor with Destination Wealth Management in Walnut Creek, CA, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Destination Wealth Management since 2015. 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 integrates fundamental research with longer-term thematic perspectives across multiple asset classes and offers alternative investment opportunities through a structured committee approval process.