Corey Casilio is a financial advisor at Casilio Leitch Investments with 23 years of industry experience. He holds a Series 66 designation and has been with Casilio Leitch Investments since 2014. The firm provides discretionary investment management and integrated financial planning to individuals, trusts, and estates. Their approach combines top-down global economic analysis with bottom-up security evaluation, guided by Modern Portfolio Theory, and serves primarily larger household portfolios through a general account minimum.

Nathan Sadowski is a financial advisor at Pacific Excel Wealth Advisors, Inc. in Walnut Creek, CA, holding a Series 65 designation with 11 years of industry experience. He previously worked at J.W. Cole Advisors, Inc. for six years and has been associated with Pacific Excel Wealth Advisors since 2013. Nathan is also the owner of Pacific Excel Insurance Services, Inc., an investment-related business offering various insurance products. Pacific Excel Wealth Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, small businesses, trusts, estates, pooled vehicles, and charitable organizations. The firm combines fundamental and technical analysis with diversified investment vehicles and offers tailored service tiers that include advanced planning and portfolio management.

Matthew Coons is a financial advisor at API Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at DWS Group for 11 years. Outside of his advisory role, Coons is an accountant and owner of API Accounting, Tax & Advisory, Inc., and is also a licensed real estate broker, though he does not offer real estate services to clients. API Capital, LLC provides portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a variety of analytical methods and offers discretionary trading authority, combining long-term trading with options strategies, while also delivering financial planning on a fixed-fee or hourly basis.

Anat Yoder is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Yoder Wealth Management since 2018. She also maintains a role with CommonWealth Financial Network dating back to 2013. Anat acts as a trustee for her firm’s 401(k) plan. Yoder Wealth Management provides discretionary asset management, financial consulting, and fee-only variable annuity sub-account management to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $331 million across 74 client relationships, focusing on customized portfolios with ongoing supervision and a blend of fundamental and technical analysis.

Vittorio Fratta is a CFA® charterholder with ten years of industry experience. He has been with Cedar Wealth Management since 2016. Mr. Fratta serves on the Advisory Council of the University of West Florida in Pensacola, FL. Cedar Wealth Management serves primarily individual clients, including high-net-worth individuals, trusts, estates, and retirement plans, managing approximately $417 million across 64 client relationships. The firm emphasizes long-term, globally diversified asset allocation implemented through various investment vehicles, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Thomas Sepull is a financial advisor at Wealth & Tax Planners LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Private Client Services and Mutual Securities, Inc. Outside of advisory services, he owns and operates an insurance business focused on life and long-term care insurance. Wealth & Tax Planners LLC serves individual and high-net-worth clients, small businesses, and retirement plans, managing approximately $75 million across about 250 clients. The firm employs a scientific diversification approach based on Modern Portfolio Theory, offering comprehensive financial planning and portfolio management with both passive and active strategies.

David Sylvester is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. He is currently with CAVU Wealth Advisors, LLC in Walnut Creek, CA, where he has worked since 2026. Prior to that, he was employed at Blue Trust from 2023 to 2026 and previously at Cavu Wealth Advisors from 2009 to 2023. CAVU Wealth Advisors provides investment management and financial planning primarily to individual clients, including high-net-worth households, as well as small and medium institutional accounts. The firm delivers comprehensive wealth management through a disciplined, Investment Policy Statement–driven process, utilizing broadly diversified portfolios across multiple asset classes with an emphasis on tax-aware strategies and long-term allocation discipline.

Glenn Wolfson is a Series 65-licensed advisor with 14 years of industry experience, currently serving clients through Wolfson Wealth Management and Delta Brokers. He also works as a solutions consultant for Ceridian, focusing on HR, payroll, and tax filing services. Wolfson Wealth Management provides discretionary asset management and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental, technical, and cyclical analysis across various investment strategies. The firm offers personalized investment plans and retirement reviews, with portfolios regularly monitored and rebalanced to meet clients’ objectives and risk tolerances.

Corey Berla is a CFA charterholder with nine years of experience at Berla Investment Consulting. He has also worked as an Information Systems Analyst for the City of Walnut Creek since 2013, focusing on IT hardware and software related to server infrastructure. Berla Investment Consulting provides fiduciary investment consulting to a select client base including employee benefit plans, foundations, endowments, corporate funds, insurance companies, and high-net-worth individuals. The firm operates as a non-discretionary consultant emphasizing manager evaluation, performance measurement, and investment policy oversight, and it does not accept asset-based fees or manage individual portfolios.

Erin Little is a CFP® professional with four years of experience in the financial advisory industry. She is currently with Lafayette Square Financial Advisors, Inc., where she has worked since 2020. Prior to this, she held positions at Cetera and b8ta. Lafayette Square Financial Advisors offers discretionary investment management, financial planning, and consulting services to individuals, families, trusts, retirement plans, and corporations. The firm combines fundamental and technical analysis in its investment process and provides clients access to an estate-planning technology platform.

Daniel Quesada is a financial advisor with Oak Tree Securities, Inc. in Brentwood, CA, holding a Series 63 designation and 49 years of industry experience. He has been with Oak Tree Securities since 1986. Outside of his advisory role, he is involved in life insurance sales through Lakeview Financial on a commission basis. Oak Tree Securities provides estate and financial advisory services to individuals, couples, executives, small business owners, retirees, and fiduciary entities, focusing on diversified investment allocations managed on a non-discretionary basis without market timing.

Michael Ginsberg is a CFP® professional with 18 years of industry experience, currently operating as the sole advisor at Ginsberg Financial Strategies in Walnut Creek, CA. He previously spent 11 years at East Bay College Planning and has been an independent insurance agent since 2005. He serves as the treasurer and a board member of the Glen Cove Harbor Homeowners Association. Ginsberg Financial Strategies provides portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm typically manages assets on a non-discretionary basis using model portfolios and third-party money managers, with client accounts reviewed at least annually or as needed.

Michael Lahl is a CFP® and ChFC® with 18 years of industry experience, currently serving as a financial advisor at Vista Advisor Group, LLC since 2020. He previously worked at SGC Financial Services, Securian Financial Services, and Minnesota Life Insurance Co. for a decade. In addition to his advisory role, he is an independent insurance agent involved in insurance sales. Vista Advisor Group, LLC provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, managing over $314 million in assets. The firm offers comprehensive portfolio management, financial planning, and retirement consulting with a fiduciary approach that emphasizes client goals and risk tolerance.

Ryan Aguiar is a financial advisor at Arbor Wealth Management with seven years of industry experience. He holds a Series 66 designation and has worked at Arbor Wealth Management since 2018, with previous experience at FSC Securities Corporation and UCSC. Outside of advisory work, he is involved in selling fixed insurance products as part of his role at Arbor. Arbor Wealth Management serves individual clients, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm uses a combination of fundamental and technical analysis with a focus on strategic long-term investing and offers both discretionary and non-discretionary portfolio management through its Vision 2020 Wealth Management Platform.

Melissa Tiscareno is a CFP® professional with four years of industry experience, currently serving at Bradley & Company Private Wealth Management, LLC. She has been with the firm, based in Concord, CA, since 2010. Bradley & Company Private Wealth Management provides discretionary and non-discretionary investment management, financial planning, and advisory services primarily to individuals, including high net worth clients, as well as small businesses. The firm emphasizes customized asset allocation tailored to clients’ financial situations and maintains ongoing portfolio oversight with a focus on long-term investment strategies.

Landon Blodgett is a financial advisor at Blodgett Wealth Advisors, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Mercer Advisors, Insight Capital Management, Fisher Investments, and Charles Schwab. Blodgett Wealth Advisors, LLC manages approximately $251 million for about 103 clients, serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a multi-method investment process and a variety of asset allocation strategies tailored to client objectives.

Phillip Dutra is a financial advisor at Arbor Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has worked at Arbor Wealth Management since 2016, with prior experience at Fsc Securities Corp and OSAIC. Outside of his advisory role, Dutra participates in tournament bass fishing and works occasionally as a fishing guide. Arbor Wealth Management serves individual clients, including high-net-worth individuals, as well as pension plans, trusts, estates, and business entities. The firm emphasizes strategic long-term investing combined with tactical adjustments, employing portfolio management tools and periodic account reviews.

James Kopas is a Series 65-licensed financial advisor with Pring Turner Capital Group, Inc., where he has worked since 2009. He has 15 years of industry experience. Pring Turner Capital Group provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, corporations, foundations, and retirement plans. The firm uses an active asset-allocation approach based on proprietary business-cycle models, focusing on quality, value, and income in conservative portfolios.

Gregory Vogel is a financial advisor at GKV Capital Management Co Inc with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with GKV Capital Management since 2002. GKV Capital Management provides discretionary portfolio management to individual and institutional clients, integrating held-away retirement and education accounts into its oversight. The firm employs a combined top-down and bottom-up research approach, tailoring portfolios to client objectives with an emphasis on long-term holdings alongside active timing and review.

Michael Hansen is a CFP® with 24 years of industry experience, currently serving at Monvia Financial L.P. since 2019. His prior roles include positions at Whitehall-Parker Securities, Frontier Wealth Strategies, and Buttonwood Financial. Outside of his advisory work, he is involved in community and nonprofit activities, including serving as a Director at Large and Head of the Investment Committee for Aldersly, a Danish assisted living community center, and as a board member for Fountain Springs HOA. He also advises the founder and executive team of Happioh on fundraising strategies. Monvia Financial L.P. provides individualized financial planning, portfolio management, and ERISA retirement-plan advisory services primarily to individual clients and plan sponsors. The firm integrates documented investment policies with fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management alongside ongoing financial planning engagements.