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.

Christopher Eagles Smith is a Certified Financial Planner (CFP®) and holds a Series 65 license, with 13 years of experience in the financial industry. He has worked at Destination Wealth Management since 2015. Outside of finance, he was involved with West America Tae Kwon Do for 11 years. 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 with thematic, long-term perspectives, and offers estate planning and tax services through strategic partnerships.

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.

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® and holds a Series 66 license with two years of industry experience. She is currently with Destination Wealth Management and has prior experience at firms including Lincoln Financial Advisors Corporation, Northwestern Mutual, OSAIC, and FYNANC. Evelyn also worked in accounting at Prime Accounting for eight years. 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 and thematic perspectives, offering a range of strategies including equities, fixed income, ETFs, derivatives, and alternatives, supported by committee oversight and strategic partner relationships.

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.

Jessica Lambruschini Coy is a financial advisor with Destination Wealth Management in Walnut Creek, CA, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with Destination Wealth Management since 2015. 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 longer-term thematic perspectives across multiple asset classes and offers alternative investment opportunities through a structured committee approval process.

Linda Xia is a financial advisor at Destination Wealth Management in Walnut Creek, CA, holding a Series 65 license with eight years of industry experience. She has been with Destination Wealth Management and its predecessor firm since 2009. Destination Wealth Management provides discretionary investment management and financial planning to a diverse client base, including 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 strategies across multiple asset classes, and offers expanded estate-planning and tax services through strategic partnerships.

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.

Ariel Schutte is a financial advisor with Destination Wealth Management in Walnut Creek, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Destination Wealth Management since 2016. 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’s asset-allocation driven investment process integrates fundamental research with thematic, longer-term perspectives and includes a formal program for alternative and private investments alongside expanded estate-planning and tax services.

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.