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 24 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Foresters Equity Services, Inc. and AD Banker LLC. Outside of his advisory role, he is a licensed educator with AD Banker, LLC. Belpointe Asset Management is a multi-team registered investment adviser managing approximately $7.6 billion in client assets. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, corporations, trusts, and other advisers, utilizing a blend of passive, active, and tactical strategies tailored to client objectives.

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.

Andrew Thompson is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Choreo, LLC since 2023. His prior roles include five years at Enso Wealth Management and fourteen years at Edward Jones. Outside of his advisory work, he is involved as an insurance agent with Highland Capital Brokerage, focusing on new insurance products for clients. Choreo, LLC provides investment and advisory services to a diverse client base, including individual investors, family offices, endowments, foundations, and corporate clients. The firm employs a centralized investment process centered on strategic asset allocation and diversified portfolios, offering a range of services such as portfolio management, financial planning, OCIO, and specialized consulting.

John Reising is a financial advisor at Gibbs Wealth Management, LLC with 19 years of industry experience. He holds a Series 63 designation and has previously worked at Brookstone Capital Management and operated his own firms, including Reising Financial Services, Inc. Outside of his advisory role, he is an owner and insurance agent involved in the sale of fixed annuities, fixed indexed annuities, and life insurance. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a combination of analytical approaches to guide investment allocations. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions in its client portfolios.

Justin Amit is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at BlueSpring Wealth Management, LLC. His prior roles include positions at Kestra Financial, Capital Planning Advisors, Bedell Frazier Investment Counselling, Charles Schwab, Bank of America, and Merrill. Outside of his financial career, he also works as a sports official, officiating baseball and football games. BlueSpring Wealth Management is a multi-team firm comprising 45 advisors.

Sarah Hamilton is a CFP®-certified financial advisor with 20 years of industry experience. She currently works at Mission Wealth Management, LP and previously held roles at Hamilton Walker Advisers LLC, Fidelity Personal and Workplace Advisors, Fidelity Investments, and Ameriprise. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing comprehensive wealth management, financial planning, investment management, and consulting services. The firm integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing discretionary and non-discretionary portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

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.

Joseph Manglona is a financial advisor with Buck Wealth Strategies, LLC in Pleasanton, CA, holding a Series 66 license and two years of industry experience. His prior roles include positions at Madison Avenue Securities and Thrivent Financial. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach, incorporates third-party financial-planning tools, and is notable for its use of options strategies and selection of outside money managers to implement portfolios.

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.

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 eight years of industry experience. He is currently an advisor at True North Advisors, LLC, where he has worked since 2025. Prior to this, he spent seven years at Blue Investment Partners LLC and two years at Aptigon Capital, Citadel LLC. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in 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 wealth advisory services with a value-oriented investment approach across multiple asset classes.

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, FSC Securities Corporation, and The Leaders Group Inc. In addition to her advisory work, she serves as a part-time instructor at the University of California Berkeley and Chabot College. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to institutional clients and financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering advisory services, a managed account platform, and technology solutions for other advisers.

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 in Oakland, CA, holding a Series 66 designation 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 (ONIMCO) provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of investment programs and utilizes both discretionary and non-discretionary management approaches, serving a diverse client base including high-net-worth individuals.

David McWilliams is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Mutual/United of Omaha since 2000. In addition to his advisory role, he is an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm works with third-party money managers and employs a multi-channel platform approach, integrating advisory, brokerage, and insurance services within the Mutual of Omaha group.

Kristin Stansbury Flaiani is a financial advisor with RBC Securities, Inc. in Walnut Creek, CA. She holds the CFP® designation along with Series 63 and Series 66 licenses and has 23 years of industry experience. Kristin has been with City National Bank since 2011. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm operates as both an SEC-registered investment adviser and a FINRA broker-dealer, offering financial planning, portfolio management, and ongoing reporting, with investment management delegated to its affiliated sub-advisor, RBC Rochdale.

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.