Sean O’Toole is a financial advisor at Penserra Wealth Management with six years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Maverick LTC, LLC. Penserra Wealth Management provides discretionary portfolio management, pension consulting, and financial planning services. The firm employs a mix of fundamental, technical, cyclical, and economic analysis and utilizes strategies including strategic asset allocation, ETFs, mutual funds, options, and alternative investments.

Aaron Karas is a CFP® with 18 years of industry experience, currently serving at Insight Wealth Strategies, LLC since 2018. He previously worked at Mutual Securities, Inc. and Lincoln Financial Advisors. Outside of his advisory role, he is a board member of Legacy The School of Sport Sciences and owns QB1 Advisors, where he provides holistic financial and talent management consulting for professional athletes. Insight Wealth Strategies offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, and institutions. The firm uses proprietary portfolios primarily composed of low-cost, diversified ETFs and individual stocks, employing a multi-disciplinary investment process that includes fundamental, technical, quantitative, and sector analysis.

Ronald Moore is a financial advisor at CS Planning Corp with one year of industry experience. He holds a Series 65 designation and previously worked at Arm, Inc. from 2010 to 2024. Moore is also the CEO and Chairman of the Board of NPV Growth & Income Fund, LLC, an investment-related business specializing in securities trading. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base. The firm employs a multi-advisor model and constructs broadly diversified portfolios using systematic strategies tailored to client risk tolerance and goals.

Stephen Block is a CFP® and CFA® with 20 years of experience in the financial industry. He currently works at Elevation Wealth Partners, LLC and previously spent 18 years at Phocas Financial. Elevation Wealth Partners serves individuals, families, and various institutional clients, providing fee-only discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and long-term, academically informed strategies, integrating tax and accounting services through in-house specialists.

Michael Stock is a Series 65-licensed financial advisor with 16 years of industry experience. He has worked at Boltwood, Knowles & Dibblee Inc since 2009. Boltwood Capital Management is an employee-owned, SEC-registered investment adviser serving individuals, families, estates, foundations, endowments, and other institutions. The firm emphasizes a long-term, cycle-aware investment approach guided by a written Investment Policy Statement and manages approximately $380.6 million in assets.

Amanda Albright is a CFP® professional with four years of experience in financial advising. She is currently with Lodestar Private Asset Management LLC, where she has worked since 2022. Her prior experience includes roles at Brooklyn FI, LLC, HoyleCohen, R.M. Davis, and MacPage. Lodestar Private Asset Management LLC serves individuals, trusts, estates, charitable organizations, small businesses, and select pension and profit-sharing plans. The firm emphasizes tactical asset allocation using a combination of passive and active investments, focusing on long-term holdings with tactical market adjustments and attention to tax implications in taxable accounts.

Chad Seegers is a financial advisor with Insight Wealth Strategies, LLC in San Ramon, CA. He holds the Series 66 designation and has 20 years of industry experience, including prior roles at Mutual Securities, Inc. and Lincoln Financial Advisors. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, and institutions. The firm employs proprietary portfolio models focused on low-cost, diversified ETFs and individual stocks, using a multi-disciplinary investment process that incorporates fundamental, technical, quantitative, and sector analysis.

Tina Chan is a financial advisor with Intellectus Partners, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Intellectus Partners since 2015. Intellectus Partners provides wealth management, investment consulting, financial planning, and portfolio management services to high-net-worth individuals, trusts, estates, and private funds. The firm combines fundamental analysis with proprietary quantitative algorithms and alternative data, offering both discretionary and non-discretionary services across a broad investment toolkit.

William Guthreau is a financial advisor with American Investors Company in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with American Investors Company since 2013 and also works as an insurance agent, advising clients on life, disability, and long-term care insurance. American Investors Company provides advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of investment management services, including discretionary and non-discretionary asset supervision, financial planning, and retirement plan consulting, with a combined broker-dealer and SEC-registered adviser structure.

Andre Luiz Paiva is a financial advisor at Insight Wealth Strategies, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Mutual Securities, Inc., JP Morgan Securities LLC, JPMorgan Chase Bank, and Ameriprise Financial Services, Inc. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm uses a long-term, model-driven investment approach with proprietary portfolios, low-cost ETFs, individual stocks, and alternative holdings, along with a documented marketing and reporting program that includes educational events and published performance information.

Richard Greywitt is a financial advisor at Affinity Capital Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Cutler Group LP and Greywitt Capital Management prior to joining Affinity in 2023. Outside of finance, he occasionally assists with operations at Metta Yoga Studio, a business owned by his spouse. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $851 million in assets across 531 client relationships. The firm provides comprehensive portfolio management, financial planning, retirement plan consulting, and utilizes a combination of fundamental, technical, and charting analysis in building portfolios, incorporating a range of investment vehicles including stocks, bonds, ETFs, options, and alternative investments.

Brandon Hagerla is a financial advisor at Moment Partners, LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing, Sally Tomatoes, First Arkansas Financial, Inc., and the University of Central Arkansas. Moment Partners, LLC provides investment and wealth management, financial planning, and fiduciary services to individuals, high-net-worth families, trusts, estates, foundations, pension and profit-sharing plans, and corporate clients. The firm employs customized, risk-adjusted, tax-aware asset allocation strategies, combining active and passive security selection with ongoing monitoring and rebalancing.

Hunter Steadley is a financial advisor at Inflection Capital Management, LLC with 12 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior firms include New York Life, Personal Capital Advisors Corporation, Johnson Financial Group, and Lake Street Advisors Group. He is also managing director of The Oglethorpe Collective (TOC-23), an affiliated investment entity. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients, offering comprehensive financial planning and portfolio management. The firm uses an IPS-driven, manager-of-managers approach with a broad investment toolkit and incorporates AI tools and third-party research in its process.

Jerene Meissert is a financial advisor at Bell Investment Advisors Inc with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Bell Investment Advisors since 2008. Outside of her advisory role, she volunteers as a cashier and sales assistant at Daisy's, a gift shop in Alameda, California. Bell Investment Advisors is a team-based SEC-registered firm serving individual clients, trusts, and institutional accounts. The firm provides investment management and financial planning services using diversified strategies primarily through exchange-traded funds and no-load mutual funds, with customized investment policy statements for each client.

Justin Kunz is a financial advisor with Inflection Capital Management, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior experience includes roles at BlackRock Investment LLC and Fidelity Investments. Kunz serves as a board member of the Olympic Club Foundation, participating in committees responsible for grant recommendations. Inflection Capital Management serves family offices, high-net-worth individuals, endowments, foundations, trusts, and businesses, providing financial planning and portfolio management. The firm employs an investment policy statement-driven, manager-of-managers approach, using a broad range of investment vehicles and AI tools for operational support.

James Hebert is a financial advisor at Prosperity Financial Group, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Insight Wealth Strategies, LLC and Ep Wealth Advisors. Prosperity Financial Group serves individuals, trusts, estates, and business entities with asset management, financial planning, and consulting services. The firm manages approximately $503 million in discretionary assets through a team of seven advisors, employing tailored portfolios with a range of securities and regular reviews.

Charles Else is a financial advisor at Osborne Partners with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Osborne Partners Capital Management, LLC since 2007. Osborne Partners manages approximately $2.36 billion for a diverse client base including individuals, families, trusts, foundations, and retirement plans. The firm offers personalized, actively managed investment portfolios and integrated financial planning, employing a range of global allocation strategies and serving as a sub-adviser to other investment advisers.

Debra Ellisen is a financial advisor at North Berkeley Wealth Management, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with the affiliated North Berkeley Investment Partners, LLC since 2002. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $710.6 million in assets. The firm employs a long-term, total-return investment approach using a combination of passive and active strategies, separately managed accounts, and offers ESG and carbon-screened options for clients who request social screening.

Daniel Yeoman is a financial advisor at Asset Dedication, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Asset Dedication since 2012. 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 its Asset Dedication strategy, which aligns equity allocations with investment-grade fixed-income securities to meet clients’ cash-flow needs, and serves a large number of clients per advisor primarily through standardized sub-advisory arrangements and institutional custodial integrations.

Mark Swoboda Jr. is a financial advisor at Mirador Capital Partners with two years of industry experience. He holds a Series 65 designation and previously worked at Okta, Inc. and Autodesk, Inc. before joining Mirador Capital Partners. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses with discretionary portfolio management, financial planning, and estate-planning coordination. The firm employs a top-down fundamental analysis approach supplemented by technical analysis and offers a variety of asset-allocation models across public, private, and alternative investments.