Joyce Moe is a financial advisor at Castle Rock Wealth Management, LLC with 29 years of industry experience. She holds a Series 63 designation and has worked with firms including J.W. Cole Financial and Financial Advisers of America. In addition to her advisory role, Moe serves as a special education teacher and is a board member of the Senior Advocacy Network, a nonprofit organization assisting seniors with legal needs. Castle Rock Wealth Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities through portfolio management, financial planning, and retirement plan consulting. The firm manages client accounts using a range of securities and strategies, including options and borrowing, and serves over 2,000 clients across six offices.

Aneta Palica is a Series 66-licensed financial advisor with one year of industry experience, currently with Infinity Financial Services Advisory. Prior to joining the firm, she held roles at Unilever, Akzonobel, BNP Paribas, and State Street. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients through a team of 35 advisors. The firm serves individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that includes various analytic techniques and both long- and short-term trading strategies.

Angela Hager is a CFP® and CFA® with 19 years of experience in financial advising. She has been with Destination Wealth Management since 2010 and previously worked at Vista Wealth Management, LLC and BPM Wealth Management, LLC. Destination Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary investment management and financial planning. The firm employs an asset-allocation driven investment process combining fundamental research with thematic long-term perspectives and offers alternative investment opportunities subject to committee oversight.

Brent Herrera is a CFP® with eight years of industry experience, currently affiliated with Mutual of Omaha Investor Services, Inc. He has worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2018, and previously at Fremont Bank and Jj's Pie Co. Herrera serves as a director of the Dublin Chamber of Commerce. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and Pershing, facilitating a range of managed account programs and model portfolios.

Albert Flores is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Sound Income Strategies since 2018 and Fortress Financial Group since 2014. Outside of his advisory roles, he is involved with Tier One Management Group, which focuses on the sale of fixed insurance products. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies combined with fundamental and technical analysis, providing both discretionary and non-discretionary portfolio management and specialized services such as family-office and special-needs planning.

Richard Von Hurst is a financial advisor at LifeMark Securities Corp. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LifeMark since 2018, following prior roles at Foresters Equity Services, Inc. and as an independent insurance agent. LifeMark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm emphasizes suitability-driven advice with risk assessments and manages accounts on both discretionary and non-discretionary bases, utilizing various managed account programs and platform tools.

Stephen Biggs is a CFP® and CFA® professional with 16 years of industry experience. He has worked at The Mather Group, LLC since 2022 and previously spent ten years at Hc Financial Advisors, Inc. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities with integrated financial planning, investment management, tax, and estate planning services. The firm uses an evidence-based investment approach, incorporating risk-based allocation models and tax-synchronized portfolio construction, along with customizable options such as direct indexing and ESG factor portfolios.

Shamitoj Sandhu is a financial advisor at Earned Wealth Advisors, LLC with no prior industry experience. He has worked as a senior tax accountant at Chahal & Associates LLC since 2014, dedicating a significant portion of his time to this role. 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 offers financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing a diversified, buy-and-hold investment approach supported by third-party consultants and an internal committee.

Michael Yoshikami is a CFP® with 29 years of industry experience, currently serving as an advisor at Destination Wealth Management since 2000. He holds a Series 63 designation and is based in Walnut Creek, CA. 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 combining fundamental research with thematic, longer-term perspectives across various asset classes, and offers estate planning and tax services through strategic partnerships.

Brian Ambrose is a CFP® professional with 25 years of industry experience. He is affiliated with CreativeOne Securities, LLC and has held roles at Client One Securities, LLC and Ambrose Financial & Insurance Services LLC. He is also the owner of Ambrose Financial and Insurance Services, LLC, an insurance sales and fixed annuities firm. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management and offers a range of services including discretionary portfolio management and retirement-plan fiduciary services.

Joseph Watson is a financial advisor with Wealth Watch Advisors, Inc. He holds Series 63 and Series 65 licenses and has eight years of experience at Wealth Watch Advisors. Watson is also president of Shield Financial & Insurance Services, where he provides clients with insurance solutions for asset preservation, and co-owner and president of Wealth Spring Financial Network, a firm that recruits and mentors agents. He serves on the Board of Advisors for the Institute of Business & Finance and participates in short-term mission work through a local missions committee. Wealth Watch Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm employs a mixed investment approach using third-party model managers and a combination of quantitative, qualitative, and technical analysis, offering services ranging from portfolio management to financial planning and consulting.

John Edelen is a financial advisor at BlueSpring Wealth Management, LLC with one year of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Bedell Frazier Investment Counselling, Inc. for 16 years. Outside of his advisory role, he is also an insurance broker with Symmetry Financial. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans with investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process supported by its proprietary Sojourn™ application and offers specialized services including option overlays and hedging strategies for concentrated positions.

David Pender is a Series 65-credentialed advisor at Compound Planning, Inc. in Benicia, CA, with seven years of industry experience. His prior roles include Fisher Investments and Ent Los Gatos. Compound Planning serves individuals, families, businesses, retirement plans, and financial intermediaries with discretionary portfolio management, financial planning, and institutional retirement services. The firm uses a fiduciary, goals-based investment process with risk-based model allocations and employs a range of strategies from low-cost ETFs to professional options while integrating technology for portfolio oversight.

Timothy Mansell is a CFP® professional with 39 years of experience in the financial services industry. He currently serves with PFG Advisors and has previously worked at firms including SECURITIES AMERICA, Wells Fargo Clearing, J.P. Morgan Securities, Chase Investment Services, Howe Barnes Capital Management, and Merrill. In addition to his advisory role, Mansell is licensed to sell various insurance products, including life insurance and annuities. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and financial institutions. The firm’s investment approach utilizes model portfolios and third-party managers with an emphasis on macro allocation and index-based ETFs, supported by multiple marketplace platforms and strategic industry partnerships.

Carson Henderson is a financial advisor with Earned Wealth Advisors, LLC in Walnut Creek, CA. He holds the PFS™ and Series 65 designations and has 16 years of industry experience. Carson has worked at Thomas Doll CPA's, PC since 2010 and joined Earned Wealth Advisors in 2024. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees, offering financial planning, discretionary wealth management, and retirement plan consulting. The firm employs independent managers and model portfolios supported by tools like Monte Carlo analysis and tax-loss harvesting, and it integrates a family of affiliated businesses providing specialized services such as retirement plan design, accounting, and publishing.

Kirandeep Kaur is a financial advisor at Coppell Advisory Solutions LLC with two years of industry experience. She holds a Series 66 designation and has worked at firms including Edward Jones and Bank of America. In addition to her advisory role, Ms. Kaur is also an insurance agent with Watts Insurance. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to a diverse client base, including individuals, pension plan participants, trusts, estates, charitable organizations, and businesses. The firm uses a broad investment toolkit and an open-architecture platform to implement tailored investment strategies on a discretionary basis.

Gerardo Garcia is a financial advisor at Encompass More Asset Management LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Verity Asset Management and Appreciation Financial. Outside of his advisory role, Garcia is involved in multiple business activities including serving as president of Garcia Ventures and working with specialty payroll, estate planning, and annuity marketing firms. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach that integrates quantitative, qualitative, and fundamental analysis, and delegates portfolio management to in-house models and unaffiliated sub-advisers.

Ashley Duffey is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. She is currently with Concentric in Walnut Creek, CA, where she has worked since 2024. Prior to joining Concentric, she was with LAB Quantitative Strategies and Personal Capital Advisors Corporation. Concentric provides discretionary sub-advisory portfolio management and model portfolio construction primarily to other registered investment advisers and financial institutions, utilizing quantitative optimization and multi-factor risk models alongside qualitative oversight to customize investment solutions.

Robert Schetty IV is a CFP® professional with four years of industry experience, currently affiliated with NorthRock Partners, LLC. His prior roles include positions at Castfirm Advisors LLC, Raymond James & Associates Inc., and JP Morgan Chase Bank. NorthRock Partners, LLC provides comprehensive wealth management and advisory services to a diverse client base, including high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing diversification, broad asset allocation, and ongoing oversight, often utilizing Independent Managers and integrating private market investments where appropriate.

Sophia Feng is a Certified Financial Planner (CFP®) with 13 years of industry experience. She is currently an advisor at Destination Wealth Management, where she has worked since 2015, with a brief tenure at Creative Planning LLC from 2023 to 2024. Destination Wealth Management provides discretionary investment management and financial planning 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 combines fundamental research with longer-term thematic perspectives and offers a formal program for alternative and private investment offerings.