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.

Shane Hixon is a CFP® professional with two years of industry experience, currently serving at Destination Wealth Management. Prior to this role, he worked with SES LLC and SEIA LLC. He is also a member of a city advisory committee in Santa Monica. 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’s investment approach is asset-allocation driven, combining fundamental research with thematic, longer-term perspectives and includes alternative investment opportunities overseen by a dedicated committee.

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, with four years of industry experience. She holds the Series 65 designation and previously worked at BNY Mellon and FNB Wealth Management. Kerr has been with Aprio since 2022. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and businesses. The firm tailors portfolios to clients’ objectives and risk tolerance, emphasizing asset allocation and long-term purchasing-power preservation through diversified strategies including stocks, bonds, mutual funds, ETFs, and derivatives.

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.

Mehul Thakker is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and 25 years of industry experience. He has worked with Vanderbilt Advisory Services since 2017 and previously spent 14 years at Financial West Group. Thakker is the owner of Empowered Investments and holds a small ownership stake in a family dry cleaning business that is no longer operating. Vanderbilt Advisory Services serves a broad client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, with an investment approach that combines fundamental, technical, and charting analysis tailored to client objectives.

Brian Jacobs is a CFA® charterholder and holds a Series 66 license, with 15 years of industry experience. He has been with Aptus Capital Advisors, LLC since 2023, following nine years at Rs Investments. Aptus Capital Advisors manages approximately $14.47 billion on a discretionary basis, serving individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a blend of technical and fundamental analysis primarily through ETFs, including nineteen actively managed Aptus funds, and provides portfolio management, financial planning, and specialized advisory services.

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 23 years of industry experience. He holds a Series 66 designation and has worked at Belpointe since 2017. Prior to that, he was with Foresters Equity Services, Inc. and has been involved with AD Banker LLC since 2012, where he also serves as a licensed educator. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with a range of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerances.

Yu Chen is a CFP® professional with 13 years of experience in financial advising. He is currently with Infinity Financial Services Advisory and has previously worked at Alden Capital, Eagle Strategies, and New York Life insurance among others. Outside of his advisory role, Yu Chen is the owner of MYZ Financial & Insurance Services and serves as CFO of Forte Tools Inc, a wholesale distributor of industrial products. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses, providing portfolio management, financial planning, and pension consulting. The firm employs a variety of investment strategies, including long- and short-term trading and options, and integrates advisory services with affiliated broker-dealer and insurance activities.

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.