Christopher Eagles Smith is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with Destination Wealth Management since 2015. Prior to his financial advisory career, he was involved with West America Tae Kwon Do for 11 years. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a core-and-tactical allocation framework based on thematic and macroeconomic research and manages over $4.1 billion in discretionary assets.

Sarah Hamilton is a CFP® certificant with 20 years of industry experience. She is currently with Mission Wealth Management, LP and previously worked at Hamilton Walker Advisers LLC and Fidelity Investments. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent individuals and families, as well as entities such as pension plans and endowments. The firm employs customized, long-term investment strategies using a variety of investment vehicles and offers services including fiduciary retirement plan consulting and cross-border planning.

Emmanuel Pablo Jr. is a CFP® professional with 20 years of industry experience, currently affiliated with International Assets Investment Management, LLC. He previously worked at LPL Financial and spent 18 years at Patelco Credit Union. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers, offering customized portfolio management and financial planning.

Roger Tran is a CFP® with six years of industry experience, currently serving as an investment advisor representative at Core Planning in Pittsburg, CA. His previous roles include positions at Facet Wealth, Wells Fargo, and Ginsburg Financial Advisors, among others. He has also been affiliated with the Oakland Vietnamese Chamber of Commerce. Core Planning provides fee-only financial planning and wealth management services primarily for individual and high-net-worth clients, offering both discretionary and non-discretionary account management through tailored investment strategies and the use of third-party model portfolios and automated rebalancing tools.

Avi Crane is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes roles at Transamerica Financial Advisors and Debtmerica, among others. Crane is also involved with Alpha Innovation Partners, where he participates in the sales of traditional insurance products. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million across 642 clients with 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 charting, cyclical, fundamental, quantitative, and technical analysis alongside modern portfolio theory.

Evelyn Zuk is a CFP® with one year of industry experience, currently serving as a financial advisor at Destination Wealth Management. Her prior roles include positions at Lincoln Financial Advisors Corporation, Northwestern Mutual Wealth Management Company, and FYNANC. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, and various institutional entities. The firm employs a core-and-tactical allocation framework informed by fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Eric Shulenberger is a Series 65-licensed financial advisor at Concentric with 18 years of prior experience at Veritable, LP and concurrent experience at Pathstone. He has worked in the industry for 11 years and is currently based in Walnut Creek, CA. Concentric provides discretionary sub-advisory portfolio management and model portfolio construction primarily to other registered investment advisers and financial institutions. The firm combines quantitative portfolio-optimization software and multi-factor risk models with qualitative oversight to customize portfolios, and offers specialized strategies including tax-aware and customizable mandates.

Pietro Puducay is a financial advisor with Infinity Financial Services Advisory in Oakland, CA, holding a Series 66 designation and six years of industry experience. He has been with Infinity Financial Services Advisory since 2020 and also worked at Robert Half in 2018. Outside of his advisory role, he serves as a durable power of attorney for a family member, acting as an agent if needed. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses with portfolio management, financial planning, and pension consulting. The firm employs a range of analytical methods and strategies, including both long-term and short-term trading, and offers access to mutual funds, ETFs, fixed income, annuities, and alternative products.

Matthew Dublin is a CFA® charterholder with seven years of industry experience. He currently works at True North Advisors, LLC and previously held positions at Blue Investment Partners LLC and Aptigon Capital, Citadel LLC. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and consulting services.

Catherine Pinkas is a financial advisor at Simplicity Wealth with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LifePro Asset Management and FSC Securities Corporation. In addition to her advisory work, she is a part-time instructor at the University of California Berkeley and Chabot College and works as an independent insurance agent. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional clients, offering services such as financial planning, portfolio management, and retirement plan advisory. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, and provides technology and operational support to other advisers through its managed account platform.

Jessica Lambruschini Coy is a financial advisor at Destination Wealth Management with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Destination Wealth Management since 2015. Destination Wealth Management provides discretionary investment management and financial planning services to a range of clients including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a core-and-tactical allocation investment approach informed by thematic research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Linda Xia is a financial advisor at Destination Wealth Management with eight years of industry experience. She holds a Series 65 designation and has been with the firm since 2023, following 14 years at Destinational Wealth Management. Destination Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes a core-and-tactical allocation investment approach informed by thematic fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Karla Mcavoy is a CFP® with 14 years of experience in financial advising. She has worked at The Mather Group, LLC since 2022 and previously spent seven years at HC Financial Advisors Inc. There are no additional outside activities noted. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and offers customized portfolio options including ESG factor portfolios and direct indexing.

Douglas Moss is a financial advisor with On Investment Management Company, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Parallel Advisors, LLC and Edward Jones Investments, as well as running his own consulting business. On Investment Management Company is a multi-team SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a combination of third-party investment programs and IAR-directed strategies.

Kristin Stansbury Flaiani is a CFP® professional with 22 years of industry experience. She has been with City National Bank since 2011 and is currently affiliated with RBC Securities, Inc. in Walnut Creek, CA. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates its advisory services within a broader financial services group that includes banking, trust, municipal advisory, and trading businesses.

Ariel Schutte is a financial advisor at Destination Wealth Management in Walnut Creek, CA, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Destination Wealth Management since 2016. Destination Wealth Management provides discretionary investment management and financial planning to a broad client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs a core-and-tactical allocation approach informed by fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

John Stoller is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 66 designations and over 21 years of industry experience. He has previously worked with Vanderbilt Securities, KMS Financial Services, and has operated his own firms, including Stoller Investment Advisors and The Stoller Company, where he serves as president. Outside of his advisory roles, he is a director on the board of Gateway Bank, FSB, participating in several committees and community outreach events. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s advisor-driven process combines strategic asset allocation with fundamental and technical analysis and offers proprietary tactical ETF model portfolios alongside third-party manager allocations.

William Fisher is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at KMS Financial Services, Inc. and Vanderbilt Securities, LLC. Outside of advisory work, he is the owner and CEO of AgroXtracts, a hemp CBD manufacturing company. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm offers tailored, advisor-driven investment strategies that combine strategic asset allocation with fundamental and technical analysis across various securities.

Donald Travo is a CFP®-certified financial advisor with Destination Wealth Management in Walnut Creek, CA, where he has worked since 2021. He has three years of industry experience, including prior roles at Pearce, Bevill, Leasburg, Moore, BCR Wealth Strategies, SA Stone Investment Advisors, and Capital Wealth Strategies. His background also includes military service in the US Air Force from 2014 to 2017. Destination Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a core-and-tactical allocation investment approach based on thematic fundamental research and macroeconomic analysis, managing over $4.1 billion in discretionary assets.

Elena Song is a CFP® professional with eight years of experience in financial advising. She currently works at Destination Wealth Management and has held previous roles at RWA Wealth Partners, Polaris Wealth Advisory Group, Team Hewins, Consilium Wealth Management, and Aegis Wealth Management. She also has experience working at the State Department. Destination Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary investment management and financial planning, coordinating estate-planning and tax services through third-party partners. Its investment approach includes diversified model portfolios that blend equities, fixed income, ETFs, alternative investments, and, when appropriate, options and sub-advisers, with a focus on ongoing due diligence and committee oversight of alternative investments.