Colin Fitzgibbons is a financial advisor at Inflection Capital Management, LLC with a Series 65 credential. He has experience with Focus Partners Wealth and Citigroup, Inc. prior to joining Inflection Capital. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients by providing comprehensive financial planning and portfolio management. The firm utilizes an IPS-driven, manager-of-managers approach, combining third-party manager selection with internal oversight and employs a broad investment toolkit supported by AI tools and third-party research.

Benjamin Peters is a financial advisor with Burton Enright Welch in Walnut Creek, CA, holding a Series 65 designation and 12 years of industry experience. He has been with Burton Enright Welch since 2014. Outside of his advisory role, he is a co-founder of PICKMOTO, a mobile applications business. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $1.246 billion in assets for around 610 clients through a disciplined four-step investment process that combines active and passive strategies with ongoing monitoring and tailored portfolio management.

Joseph Knebel is a financial advisor at Twin Peaks Wealth Advisors with 16 years of industry experience. He holds Series 65, Series 66, and Series 63 credentials. Prior to joining Twin Peaks Wealth Advisors, he worked at Morgan Stanley for five years and Fisher Investments for eleven years. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, high-net-worth families, trusts, retirement plans, and other entities. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, complemented by tactical overlays, rebalancing, and specialized strategies including a direct-cryptocurrency sub-advisory program.

Diane Mccracken is a financial advisor at Westhill Financial Advisors, Inc. with 32 years of industry experience. She has been with Westhill since 2010 and holds Series 63 and Series 65 licenses. Diane is a board volunteer for Wednesday's Gift, a nonprofit organization that assists individuals in need of food, clothing, and housing. Westhill Financial Advisors provides personalized financial planning, investment management, and pension consulting to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm uses a strategic asset allocation approach combining passive index and ETF holdings with select active managers, tailoring portfolios to clients' specific needs.

Terry Allen is a financial advisor with The Putney Financial Group LLC, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with The Putney Financial Group since 2013 and also serves as a director and officer of Completax Planning, Inc., a firm specializing in tax, accounting, and estate planning. The Putney Financial Group provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm employs a multi-faceted investment approach emphasizing asset allocation across various instruments and manages portfolios typically on a discretionary basis with regular performance reviews and reporting.

Gene Elliott is a financial advisor at Brio Financial Group with 25 years of industry experience. He holds a Series 66 designation and has worked at Brio Financial Group since 2017, following a two-year tenure at Ameriprise Financial Services. Outside of advising, he is active as a product reviewer on YouTube. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and consulting services. The firm offers discretionary portfolio management primarily through a wrap fee program and delivers a wide range of consulting services, including estate and tax planning, mortgage and debt analysis, and corporate structure advisory.

Peter Burton is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Burton Enright Welch since 2010. The firm is based in Walnut Creek, CA, and Burton provides financial planning services including life insurance analysis and referrals to estate planning attorneys. Burton Enright Welch serves individuals, families, trusts, estates, and business entities, managing approximately $1.246 billion in assets. The firm employs a disciplined four-step investment process combining active and passive strategies, offering tailored portfolio management and specialized planning services.

Syeda Iqbal is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at SAS Financial Advisors, LLC since 2023. She also operates Nasira Financial, providing financial planning and consulting services. SAS Financial Advisors is a fee-only, SEC-registered firm managing approximately $167 million across 160 client relationships, specializing in portfolio management and comprehensive financial planning for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm primarily employs passively managed index securities tailored to client-specific investment policies, with discretionary and non-discretionary account management.

E F Ryan Hughes is a financial advisor at BCN Financial, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, MassMutual Northern California, the City of Fairfield, CA, and Paramedics Plus. BCN Financial, Inc. provides retirement plan advisory and financial planning services primarily to participants of employer-sponsored retirement plans and members of Police and Fire Department associations, managing over $81 million in assets under advisement. The firm employs a market-timing investment process focused on mutual funds and ETFs, and emphasizes client reporting through regular portfolio and performance reviews.

Everest Wong is a financial advisor at Tactivest, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Crypto Brokers and Comprehensive Asset Management prior to joining Tactivest. In addition to advisory services, Wong is a licensed insurance agent involved in the sale of fixed and indexed insurance products. Tactivest provides portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of investment analysis methods and strategies, operating under discretionary authority and utilizing technology platforms like Altruist to support client accounts.

Brian Gemmer is a financial advisor at Gemmer Asset Management LLC in Walnut Creek, CA, holding Series 63 and Series 65 designations with four years of industry experience. He has been with Gemmer Asset Management since 2006. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets and serves individuals, trusts, estates, retirement plans, corporations, nonprofits, and independent fiduciaries. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers branded portfolio strategies, and manages a dedicated Social Strategy using ESG scores and fossil-fuel exposure metrics.

Ian Castille is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Capital Advantage, Inc. since 2012. Outside of his advisory role, he is also a commissioned California notary public. Capital Advantage, Inc. serves individual and high-net-worth clients, as well as trustees, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management and financial planning services. The firm develops client strategies through personal interviews to identify goals and risk tolerance, employing mutual funds, ETFs, individual equities, and fixed income, and utilizes a combination of fundamental and technical analysis.

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 financial advisor at Liberty Wealth Management, LLC with three years of industry experience. He holds the Series 65 credential and previously worked at The Utility Reform Network. Outside of his advisory role, Jackson is an insurance agent with Lifetime Planning Marketing, Inc. and is involved in private investment acquisitions through SL8 Investments, LLC. Liberty Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed models and advisor-developed strategies to construct diversified portfolios, integrating third-party managers and offering a range of services including financial planning, ERISA retirement plans, and educational programs.

Claudina Campbell is a CFP® with 17 years of industry experience, currently serving as an advisor at Willow Grove Advisors, LLC. She previously worked at Coldstream Wealth Management and Paracle Advisors LLC. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for individual and high-net-worth clients. The firm offers customized portfolio management using a combination of technical and economic analysis, strategic asset allocation, and both long- and short-term trading strategies.

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-registered advisor with Abundo Wealth in San Francisco, CA, bringing three years of industry experience. She has worked at Abundo Wealth since 2022 and previously held roles at Farther Finance, Mercer Global Advisers, Group Nine Media, and Discovery Digital Networks. Outside of financial advising, she is a co-writer for the creative stage theater project "Retirement: The Musical," which involves minimal grant funding and no compensation. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund investing, advising on asset allocation while leaving implementation to clients, and operates a subscription-based fee model across a network of 11 offices.

Patrick Hitchcock is a financial advisor at Moment Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory work, he serves as a board member for the Lodgepole Parque Homeowners Association in Incline Village, NV. Moment Partners, LLC provides investment and wealth management, financial planning, and fiduciary services to individuals, high-net-worth families, trusts, estates, foundations, pension plans, and corporate clients. The firm employs customized, risk-adjusted, tax-aware asset allocation strategies combining active and passive security selection and frequently uses independent managers and options strategies in portfolio construction.

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.