Xuan Wang is a financial advisor at Delta Investment Management, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Quantum Capital Management and Lido Advisors, LLC. In addition to her advisory role, she serves as an Operation Manager at Chestnut Street Global Advisors, LLC, a financial planning firm. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, offering a range of strategies including systematic ETF rotation and concentrated equity mandates. The firm also serves as a subadvisor to other advisory firms and integrates financial planning into its asset management services.

Andrew Agosta is a CFP® with 17 years of industry experience, currently serving at Prosperity Financial Group, Inc. in San Ramon, CA. He has previously worked at First Trust Portfolios, L.P. for 11 years and holds the Series 66 designation. He is also vice president of Prosperity Financial Group. Prosperity Financial Group is a team of seven advisors managing approximately $503 million in discretionary assets for individuals, trusts, estates, and business entities. The firm offers customized asset management and financial planning services, with portfolios that may include a range of securities and employs third-party money managers as part of its investment approach.

Lauren Stansell is a CFP® professional with 11 years of industry experience, currently serving at Yeske Buie Inc. since 2013. She is a board member of the Financial Planning Association, where she leads board meetings and works with strategic partners. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, personal trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a disciplined investment process based on Modern Portfolio Theory, utilizes ETFs and mutual funds, and manages over $1 billion with a team of ten advisors.

Ryan Ahrens is a financial advisor at Green Ocean Global Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments, Resolute Capital Partners, E*TRADE Financial, Blackpier Capital, and TD Ameritrade. Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and referrals to third-party investment managers for individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, quantitative, modern portfolio theory, and technical analysis, employing both long- and short-term trading within client risk profiles.

Iftikhar Ahmed is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Kaizen Financial Strategies, LLC since 2018. Prior to joining Kaizen, he worked at Waddell & Reed, Inc for three years. He also holds an insurance agent designation. Kaizen Financial Strategies works with individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations to provide financial planning, retirement plan consulting, and asset management. The firm employs a range of investment strategies, including advanced options and margin techniques, and offers tailored wrap-fee accounts as part of its Enhanced Income Portfolios program.

Martin Troiani is a financial advisor with Prosperity Financial Group, Inc. in San Ramon, CA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Fortune Financial Services, Cetera Advisors LLC, First Allied Securities LLC, and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved as an insurance agent. Prosperity Financial Group, Inc. offers asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses a multi-adviser team approach and employs multiple analysis methods to tailor portfolios, which may include stocks, bonds, ETFs, mutual funds, options, and other investments.

Jonathan Lederer is a CFA® charterholder with 17 years of industry experience. He is currently with Mission Creek Capital Partners, Inc., where he has worked since 2021. Prior to that, he spent five years at US Bank Private Bank. Mission Creek Capital Partners serves a diverse client base including family offices, trusts, pension plans, and institutional investors, providing discretionary investment management, financial planning, and specialized services such as private equity distribution management and portfolio transition. The firm combines fundamental analysis with tax-aware implementation and risk management, using both active and passive strategies alongside quantitative tools and derivatives overlays.

William Reynolds is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He has worked at Fire Capital Management since 2021, and previously was employed at First Franklin Financial Services and Prime Meridian. Fire Capital Management is a boutique firm serving high-net-worth and ultra-high-net-worth individuals, families, institutional, and charitable clients with customized wealth management, multi-family office services, and an Outsourced Chief Investment Officer program. The firm integrates Environmental, Social, and Governance factors into its investment process and manages client relationships primarily on a discretionary basis.

Mark Anderson is a CFP® with 21 years of industry experience. He is the principal of Lakeside North Capital Advisors, LLC in San Rafael, CA, where he has worked since 2015. He also serves as an expert witness, providing opinions on changes in the value of investment portfolios. Anderson has been associated with Fort Point Capital Partners since 2016. Lakeside North Capital Advisors, LLC is an independent, fee-only firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management and tailored financial consultations, including a specialized Digital Asset Program advising on cryptocurrencies and other digital investments.

David Wissinger is a financial advisor at Lewis Asset Management with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Mechanics Bank for 17 years. Lewis Asset Management is a registered investment adviser serving individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers discretionary portfolio management and standalone financial planning, emphasizing long-term trading, diversification, and broad-market instruments such as ETFs and no-load mutual funds.

Catherine Wright is a financial advisor at Gemmer Asset Management LLC with two years of industry experience. She holds a Series 65 designation and has prior experience at The University of Alabama and in educational and athletic organizations. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets, serving individuals, trusts, retirement plans, corporations, nonprofits, and fiduciaries. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers discretionary portfolio management, and maintains a dedicated Social Strategy using ESG scores and quantitative fossil-fuel exposure measures.

Katie Raasch is a financial advisor at Malakoff Wealth with three years of industry experience. She holds a Series 66 designation and has prior work experience with LPL Financial, California Baptist University, and the City of Dublin. Outside of her advisory role, she has worked as a babysitter since 2017. Malakoff Wealth provides financial planning and consulting services to individuals, trusts, nonprofits, banks, business entities, and pension/profit-sharing plans. The firm produces written financial plans with periodic reviews and refers clients to LPL Financial for investment implementation and portfolio supervision.

Megan Gorman is a financial advisor at Chequers Financial Management LLC with 20 years of industry experience. She holds Series 66 and Series 65 licenses and has been with Chequers since 2015. Chequers Financial Management LLC provides bespoke advisory services to ultra-high-net-worth individuals and complex, multi-generational families, focusing on wealth transfer, estate and philanthropic planning, and ongoing financial administration. The firm combines customized financial planning with discretionary investment management, emphasizing passive asset-class funds and alternative investments for qualified clients.

Stephen Schliesser is a CFP® certificant with 40 years of experience in the financial services industry. He has been with The Pacific Center for Financial Services since 1997 and previously worked at Cetera and Cetera Wealth Services, LLC. Outside of his advisory role, he serves as CFO and treasurer for two homeowners associations. The Pacific Center for Financial Services provides financial planning, consulting, and investment management to individuals, including high-net-worth families and family trusts. The firm emphasizes asset allocation and long-term diversification, managing portfolios across a range of securities with daily monitoring and regular performance reviews.

Kenneth Wilkinson is a financial advisor with Harvest Investment Services, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Harvest Investment Services since 2012 and has operated his own advisory and insurance agencies since 1990. Outside of his advisory role, Wilkinson manages an estate and financial consulting business that assists with estate document preparation and fee-based financial planning. Harvest Investment Services provides advisory services to individuals, retirement plans, trusts, and institutions through discretionary portfolio management, financial planning, and pension consulting. The firm employs customized portfolios and model-based strategies, including active tactical approaches and a blend of fundamental, technical, and quantitative analyses.

Anthony Ortale is a financial advisor at Insight Wealth Strategies, LLC with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Mutual Securities, Inc., Fisher Investments, and First Allied Securities, Inc. He is based in San Ramon, CA. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a multi-advisor model using proprietary model portfolios and a mix of fundamental, technical, quantitative, and sector analysis for long-term, model-driven investment strategies.

Kristi Tidwell is a CFP® with seven years of industry experience, currently serving as a financial advisor at Asset Dedication, LLC. She has previously worked at Focus Partners Wealth, Buckingham Strategic Wealth, Advisor Allies, and The Thigpen Group. Tidwell is also the owner of New Path Planning, a firm offering divorce financial planning services. Asset Dedication provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs a cash-matching approach for income and an asset-class-based framework for equities, managing approximately $2.6 billion in discretionary assets for nearly 2,000 clients as of December 2024.

Michael Kress is a financial advisor at Delta Investment Management, LLC with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Delta since 2018, following prior roles at Sanctuary Wealth Advisors, LLC and Sanctuary Securities LLC. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and acts as a subadvisor to other advisory firms. The firm offers a range of strategies including ETF-based tactical rotation, a diversified Core strategy, concentrated equity mandates, custom portfolios, and access to alternative investments.

Jirayr Kembikian is a CFP® with 13 years of industry experience, currently serving as an advisor at Citrine Capital, LLC since 2016. Based in San Francisco, CA, he holds Series 63 and Series 65 licenses and works within a team of five advisors. Citrine Capital serves individual and high-net-worth clients as well as small businesses, offering investment management alongside comprehensive financial planning and related services such as tax return preparation and estate planning reviews. The firm employs a diversified, tax-aware investment approach combining fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, managing accounts on a discretionary basis with regular monitoring and rebalancing.

Lawrence Hing is a financial advisor with Mission Creek Capital Partners, Inc., holding a Series 65 designation. He has been with Mission Creek since 2021, with prior experience at Aperio Group from 2016 to 2021. Mission Creek Capital Partners serves a diverse client base including family offices, trusts, executives, pension plans, and institutions by providing discretionary investment management, financial planning, and specialized services such as private equity distribution and portfolio transition management. The firm integrates quantitative tools with qualitative research and employs tax-aware, risk-managed investment strategies using both active and passive instruments.