David Liberio is a financial advisor at Infinity Financial Services Advisory in Oakland, CA, holding Series 65 and Series 66 licenses. He has experience working with several firms including Northwestern Mutual and Keller Williams. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. 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 incorporates various analytical techniques and complex products.

William Watson is a financial advisor at Wealth Watch Advisors, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Wealth Watch Advisors, he was affiliated with Shield Financial Services while also licensed as a life and annuity agent in California, focusing on client discussions related to life and annuity contracts. Wealth Watch Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, financial institutions, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical methods to manage portfolios through approved third-party model managers and offers access to selected alternative private placements for accredited investors.

Mark Foster Sr. is a financial advisor with Nwf Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Principal Securities Inc, Mbfs Inc, and Principal Life Insurance. Foster also operates Mark Foster Insurance Services, where he sells and services group health insurance. Nwf Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement consulting through an open-architecture, technology-driven platform.

Elizabeth Cacanindin is a financial advisor at Coppell Advisory Solutions LLC with four years of industry experience. She has operated Elizabeth M. Cacanindin, Inc. since 2003, where she is also licensed as an insurance agent specializing in Accident & Health and Life insurance. Coppell Advisory Solutions LLC, doing business as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm employs an open-architecture investment platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to manage client portfolios.

Michael Solari is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and two years of industry experience. He has worked with Encompass More since 2023 and concurrently with Appreciation Financial since 2020, where he is also a licensed life insurance agent involved in retirement and financial planning. Prior to his financial career, he spent nine years with Venge Vineyards. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, focusing exclusively on individual investors rather than corporate or charitable clients.

Michael Mckean is a financial advisor at Infinity Financial Services Advisory with 37 years of industry experience. He holds a Series 63 designation and has been with Infinity Financial Services Advisory since 2020, following four years at Infinity Financial Services. He is also the owner of NorCal Benefit Solutions, a health and life insurance business. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. 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 including technical and fundamental analysis and strategies incorporating mutual funds, ETFs, options, and complex products.

David Rairden is a CFP® professional with 27 years of experience in financial advisory services. He has worked at Destination Wealth Management since 2017 and previously held roles at USAA Financial Planning Services and Charles Schwab. 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 and thematic long-term perspectives, offering alternative investment opportunities with committee oversight and expanded estate-planning and tax services.

Meredith Rosen is a financial advisor at BlueSpring Wealth Management, LLC with 13 years of industry experience. She holds the Series 65 designation and has worked at firms including Kestra Financial Inc., Capital Planning Advisors, and Bedell Frazier Investment Counselling, LLC. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans, offering investment management, financial planning, and retirement plan consulting. The firm’s investment process is overseen by an Investment Committee and emphasizes customized investment policies developed through its proprietary Sojourn™ application.

Noah Dalhamer is a financial advisor at Destination Wealth Management in Walnut Creek, CA, holding Series 63 and Series 65 designations with three years of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Destination Wealth Management provides discretionary investment management and financial planning to a diverse client base including individuals, high-net-worth clients, and institutions. The firm employs an asset-allocation driven investment process that integrates fundamental research with thematic, long-term perspectives and offers alternative investment opportunities under committee oversight.

Christopher Cummock is a financial advisor at Parallel Advisors, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked with several firms including O'Donnell Financial Group, Tri Coast Capital, and Tamalpais Asset Management. In addition to his advisory role, he is the Founder and Principal of Waterfall Prospectus Investors, a consulting business focused on startup and angel investing. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of strategies and technology platforms to deliver tax-efficient and diversified investment solutions, including the integration of held-away accounts and affiliated fiduciary services.

Stacy Tredennick is a financial advisor with NWF Advisory Services Inc and holds a Series 66 credential. She has 24 years of industry experience, including prior roles at Merrill, Whjr Associates, and OSAIC. Outside of her advisory work, she assists in managing her mother's trust and retirement accounts as a trustee and power of attorney. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisors. The firm serves primarily individual and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, utilizing an open-architecture, technology-driven platform.

Patricia Ramirez is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at Raymond James & Associates, Inc. for nine years and Vanderbilt Financial Group for two years. In addition to her advisory role, she is a money mindset coach who offers a virtual program aimed at helping women rewrite their financial narratives. Consolidated Portfolio Review Corp is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary managed accounts, proprietary ETF model portfolios, financial planning, and access to third-party sub-advisors, supporting a range of investment strategies tailored to client objectives.

Matthew Casatico is a financial advisor at Choreo, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Aldrich Wealth and Ameritas Advisory Services, among others. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, institutional clients, and retirement plan sponsors. The firm offers a range of advisory services such as portfolio management, financial planning, outsourced CIO services, and specialized consulting, using a structured investment process that incorporates quantitative screening and a variety of investment vehicles.

Nicholas Levinson is a CFP® with 24 years of experience in the financial services industry. He currently works at Apella Wealth and previously spent over two decades at Park Piedmont Advisors LLC. His career also includes time at Balis Lewittes & Coleman, Inc. Apella Wealth serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, and insurance companies. The firm employs a model-driven, quantitative investment approach with a range of strategies and tools, and it offers both discretionary and non-discretionary management along with financial planning and consulting services.

Manuel Goulart is a financial advisor with Founders Financial Securities LLC in San Ramon, CA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Founders Financial Securities and operates Goulart Partners, an investment advisory firm, since 2014. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, and retirement consulting, utilizing multiple advisory platforms and a combination of mutual funds, ETFs, model allocations, and sub-advised strategies.

James Noack is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at Tomren Wealth Management, Commonwealth Financial Network, and earlier at Madison Avenue Securities, Inc. He serves as a board member and part owner of NoSeeUm Land Company and NoSeeUm Orchard, entities involved in land management and residential development in Washington. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, including pension consulting, college-savings assistance, and support for charitable institutions. The firm employs a range of portfolio management strategies through multiple platforms and offers both discretionary and non-discretionary services.

Dennis Densmore is a financial advisor at Destination Wealth Management in Walnut Creek, CA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Destination Wealth Management since 2000. 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 utilizes an asset-allocation driven investment process that combines fundamental research with thematic, longer-term perspectives across multiple asset classes and offers alternative investment opportunities with committee oversight.

Tom Sciara is a financial advisor at Infinity Financial Services Advisory in Oakland, CA, with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including National Life Group and New York Life Insurance Company. Outside of his advisory work, he is involved as an insurance agent with Falcon PG Wealth Management and Insurance Services. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm employs a multi-method investment approach that includes technical and fundamental analysis and offers portfolio management, financial planning, adviser selection, and pension consulting for individual and high-net-worth clients.

Sean Mc Neil is a financial advisor at Concorde Asset Management, LLC with one year of industry experience. Prior to joining Concorde, he worked at Hormel Foods for five years and Foster Poultry Farms for three years. He is the owner of Evergreen Sales & Marketing LLC, a business focused on sales and marketing for sports trading cards. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios through asset allocation and model-based strategies, offering services such as ERISA retirement-plan advisory and management of variable annuity separate accounts.

Daire Heneghan is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding a Series 66 designation and seven years of industry experience. He has previously worked at New York Life Insurance Co, NYLife Securities LLC, and City National Bank. Outside of finance, Heneghan coaches middle school rugby through SF Golden Gate RFC. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients using a multi-method investment approach that includes fundamental, technical, and quantitative analysis, with strategies involving mutual funds, ETFs, annuities, options, and other complex products.