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 63 and Series 65 licenses and has worked at firms including Fisher Investments, Forge Securities LLC, and Thomas Doll. 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, focusing on physicians, dentists, and their practice employees. The firm offers comprehensive financial planning and wealth management, employing independent managers and model portfolios while integrating a family of affiliated businesses that provide complementary services such as retirement plan design and accounting.

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.

Reed Nothwang is a CFP® with nine years of industry experience, currently serving at Compound Planning, Inc. since 2024. His prior roles include positions at Cerity Partners LLC, Brouwer & Janachowski LLC, U.S. Bancorp Investments, Inc., and Edward Jones. He also serves on the board of RotaCare San Rafael, a nonprofit providing medical care to uninsured families. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm employs a fiduciary approach with risk-based allocations that combine long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Joseph Kalinowski is a financial advisor at Earned Wealth Advisors, LLC with 27 years of industry experience and holds the PFS™ designation. His prior work includes roles with Thomas Doll CPA's, PensionOne Advisors, and Td Payroll, among others, spanning over three decades in accounting and advisory services. 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 primarily implements client portfolios through independent managers and model portfolios, utilizing advanced tools and maintaining integration with a family of affiliated businesses across accounting, payroll, insurance, and publishing.

Ali Oromchian is an advisor at Earned Wealth Advisors, LLC with one year of industry experience. He also serves as CEO and President of The America HR Group, Inc., an HR software company, and works as an attorney at Dental & Medical Counsel, PC. 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, employing a diversified, buy-and-hold investment approach supported by financial planning tools and independent investment managers.

Joel Everett is a financial advisor at Transce3nd LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Uniter Planners' Financial Services of America and Freedom Proxy. Outside of finance, he is the owner and instructor of GID Martial Arts, a business he has operated since 2013. Transce3nd LLC serves a diverse client base including individuals across wealth levels, foundations, trusts, estates, retirement plans, and institutions. The firm employs a strategic asset allocation approach using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model managers and AE Wealth Management’s platform.

Thomas Bennett is a CFP® with 25 years of industry experience, currently affiliated with RBC Securities, Inc. He has previously worked at City National Securities, Horter Investment Management, and UnionBanc Investment Services. Bennett serves as a director for the Financial Planning Association’s East Bay chapter, representing the local community at state and national levels. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates with a broad financial services group, providing financial planning, portfolio management, and access to an affiliated sub-advisor for asset allocation and portfolio implementation.

Roger Escobar is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at JPMorgan Chase Bank and J.P. Morgan Securities, as well as prior work with Infinity Financial Services. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients, offering portfolio management, financial planning, adviser selection, and pension consulting. The firm employs a multi-method investment approach that incorporates technical and fundamental analysis, modern portfolio theory, and both long- and short-term trading strategies across various investment products.

Kenneth Martinson is a financial advisor at Consolidated Portfolio Review Corp with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Vanderbilt Securities, LLC, KMS Financial Services, Inc., and Financial Resources, Inc. Outside of his advisory work, he serves as a partner at Martinson Stoller Advisors. Consolidated Portfolio Review Corp is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies implemented by independent advisors using various asset allocation approaches.

Mark Mc Mechen is a Series 65-registered advisor at Destination Wealth Management with eight years of industry experience. He has been with Destination Wealth Management and its predecessor firm since 2009. 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 integrates fundamental research with longer-term thematic perspectives across various asset classes and offers estate planning and tax services through strategic partner relationships.

Dustin Tong is a CFP® professional with 15 years of experience in financial advisory roles. He has been with Destination Wealth Management in Walnut Creek, CA, since 2012. Destination Wealth Management offers 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 and provides access to alternative investment opportunities through a structured review process.

Lisa Gallo is a CFP® professional with 29 years of industry experience, currently serving at Encompass More Asset Management LLC. Her prior roles include positions at O'Donnell Financial Group, Independent Financial Group, United Planners' Financial Services of America, Vitucci & Associates, and National Planning Corp. She is also involved as an agent with Westland Financial Services, providing insurance products and business development solutions for independent financial advisors. Encompass More Asset Management LLC 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 combining quantitative, qualitative, and fundamental analysis, focusing exclusively on individual investors and high-net-worth clients.

Herbert Brown is a financial advisor at Zacks Investment Management, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Zacks Investment Management and its affiliate Zacks & Company since 2006. Zacks Investment Management provides discretionary portfolio management to a diverse client base including individuals, trusts, retirement plans, charitable and corporate entities, and institutional investors. The firm employs a proprietary quantitative and qualitative investment process centered on earnings-estimate revisions and offers a range of strategies and products across retail, institutional, and third-party distribution channels.

Anthony Orozco is a financial advisor at Infinity Financial Services Advisory in Oakland, CA, holding a Series 66 designation. He has one year of industry experience, including prior roles at Alpha Innovation Partners and New York Life Insurance Company. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm offers portfolio management, financial planning, adviser selection, and pension consulting, utilizing a multi-method investment approach that incorporates various analytical techniques and complex investment products.

Marci Kerr is a financial advisor at Aprio Wealth Management, LLC in Walnut Creek, CA, holding a Series 65 credential with four years of industry experience. She previously worked at BNY Mellon from 2014 to 2022 before joining Aprio. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs asset allocation alongside techniques such as dollar-cost averaging and technical analysis and coordinates referrals with an affiliated registered CPA firm while maintaining separate accounting and advisory services.

Dana Deroque is a financial advisor at Destination Wealth Management with 12 years of industry experience. He holds a Series 65 credential and has been with Destination Wealth Management since 2013. 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 thematic, longer-term perspectives across various asset classes and offers alternative investment opportunities supported by committee oversight.