Huilian Zhang is a financial advisor at Symphony Financial, Ltd. Co. with one year of industry experience. Prior to joining Symphony Financial, Zhang worked for ten years at Juniper Networks and has also been involved with MKI Marketing. Symphony Financial provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach that incorporates fundamental and technical analysis and offers tailored portfolios with continuous monitoring.

Miguel Delgado is a CFP® with 11 years of industry experience and is currently with Legacy Wealth Management, LLC. His prior roles include positions at Lion Street Advisors, Ameritas Life Insurance Corp, and David White & Associates. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored strategies, continuous account monitoring, and access to a broad range of investment options through a multi-team platform.

Elizabeth Cacanindin is a financial advisor at Coppell Advisory Solutions LLC with four years of industry experience. She has operated Elizabeth M. Cacanindin, Inc. since 2003, where she is also licensed as an insurance agent specializing in Accident & Health and Life insurance. Coppell Advisory Solutions LLC, doing business as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm employs an open-architecture investment platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to manage client portfolios.

Matthew Parker is a financial advisor at Madison Partners with 13 years of industry experience. He holds a Series 66 designation and previously worked at firms including Wedbush Securities, LPL Financial, Bancwest Investment Services, Merrill, and Valic Financial Advisors. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm emphasizes a customized fiduciary approach using ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisers.

Patricia Ramirez is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She previously worked at Raymond James & Associates, Inc. for nine years and Vanderbilt Financial Group for two years. In addition to her advisory role, she is a money mindset coach who offers a virtual program aimed at helping women rewrite their financial narratives. Consolidated Portfolio Review Corp is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm provides discretionary and non-discretionary managed accounts, proprietary ETF model portfolios, financial planning, and access to third-party sub-advisors, supporting a range of investment strategies tailored to client objectives.

James Noack is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at Tomren Wealth Management, Commonwealth Financial Network, and earlier at Madison Avenue Securities, Inc. He serves as a board member and part owner of NoSeeUm Land Company and NoSeeUm Orchard, entities involved in land management and residential development in Washington. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, including pension consulting, college-savings assistance, and support for charitable institutions. The firm employs a range of portfolio management strategies through multiple platforms and offers both discretionary and non-discretionary services.

Marisa Anh Browne is a financial advisor at Abacus Wealth Partners with three years of industry experience and holds a Series 65 designation. Her prior roles include positions at Carbon Collective Investing and Sonic Labs, as well as work in education and community agencies. Abacus Wealth Partners provides financial planning, consulting, and investment management services to a diverse client base, including individuals, families, pension plans, and charitable organizations. The firm employs an asset-class investing approach based on academic research, integrating ESG screening and private pooled vehicles into client portfolios while using no-load mutual funds, ETFs, and passive institutional funds.

Andrew Wachner is a financial advisor with RBC Securities, Inc. in Concord, CA, holding a Series 66 designation and 13 years of industry experience. He has been with City National Securities, Inc. since 2014. Outside of his advisory role, Wachner serves as a board member for the Gehringer Park Recreation Club in his community. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm utilizes an affiliated sub-advisor for portfolio management and integrates a broad range of financial services through its affiliation with a bank parent and related entities.

Nancy Hairsine is a CFP®-certified financial advisor with 37 years of industry experience. She has worked with Lifetime Planning dba for 18 years and has been an independent insurance agent for over 26 years. She serves as a board member of the Pittsburg Chamber of Commerce. Nancy works with Lifemark Securities Corp., a multi-team firm serving individual investors and sponsors of participant-directed retirement plans. The firm offers fee-based investment advisory services and financial planning, utilizing programs such as Unified Managed Accounts and Separately Managed Accounts tailored to client suitability and risk assessments.

Christopher Logue is a financial advisor with Lifemark Securities Corp. in Pittsburg, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Lifemark Securities since 2018 and previously spent seven years at Foresters Equity Services, along with running Logue Asset Management since 2000. Outside of his advisory role, he serves on the Housing Loan Advisory Committee for the city of Oroville. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, offering a range of portfolio management options and tailored advice based on risk assessments.

Reed Nothwang is a CFP® and Series 66 licensed financial advisor with 10 years of industry experience. He currently works at Compound Planning, Inc. and has previously been employed at Cerity Partners LLC, Brouwer & Janachowski LLC, U.S. Bancorp Investments, Inc., and Edward Jones. He serves on the board of RotaCare San Rafael, a nonprofit that provides medical care to uninsured families. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries. The firm employs a fiduciary, goals-based investment process utilizing a range of strategies from low-cost ETFs and direct indexing to professional options and synthetic lending, supported by technology partnerships and automated portfolio monitoring.

Thomas Bennett is a CFP® with 25 years of industry experience, currently affiliated with RBC Securities, Inc. He has previously worked at City National Securities, Horter Investment Management, and UnionBanc Investment Services. Bennett serves as a director for the Financial Planning Association’s East Bay chapter, representing the local community at state and national levels. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates with a broad financial services group, providing financial planning, portfolio management, and access to an affiliated sub-advisor for asset allocation and portfolio implementation.

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.

Cameron Hackett is a Series 66-licensed financial advisor with 11 years of industry experience. He currently works at Compound Planning, Inc., where he has been since 2022, and previously held positions at Claraphi Advisory Network, LLC and B. Riley Wealth Advisors, Inc. Hackett is also a licensed insurance agent and dedicates a small portion of his time to that activity. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries with portfolio management, financial planning, and institutional retirement-plan services. The firm employs a fiduciary, goals-based investment process using a variety of strategies and integrates technology tools to support portfolio oversight.

Paula Frank is a financial advisor with Empower Advisory Group in Benicia, CA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. Her prior roles include positions at GWFS Equities, Inc., Equitable Advisors, and Morgan Stanley DW Inc. Outside of advising, she owns Being Frankish, Inc., a company that markets recyclable aluminum straws to promote sustainable product use. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

John Hohman is an investment advisor representative with Kestra Advisory Services, LLC, where he has worked since 2016. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He also serves as a Regional Managing Director at NFP CA Insurance Services, Inc., overseeing multiple offices. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and investment advice, managing approximately $79.8 billion in assets and serving large institutional investors such as sovereign wealth funds.

Edna Reyes is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her background includes work with multiple firms such as AmeriTrust Mortgage and various insurance and financial education enterprises. Reyes is also involved in educational efforts related to estate planning and group employee benefits. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models. The firm operates as both a registered investment adviser and a broker-dealer, with a range of program options and significant assets under management.

Inhee Kim is an advisor at Equity Services, Inc. with one year of industry experience. Her background includes roles at Realty ONE Group and National Life Group, and she is also involved with Prestige Accounting & Tax Advisors Inc. as an accountant and administrator. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms and frequently utilizing third-party asset managers and model portfolios.

Jeffrey Samson is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has over 20 years of experience at Ameritas Investment Corp. and David White & Associates. In addition to advisory work, he is a licensed independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and retirement plan advisory solutions, utilizing model portfolios, mutual funds, ETFs, individual securities, and third-party sub-advisers across multiple program platforms.

Daniel Garfin is a financial advisor at Kestra Advisory with over 23 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Garfin has been with Kestra Advisory since 2016 and has worked at Kestra Investment Services, LLC since 2005. Outside of advisory work, he is a property owner and landlord. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services including plan design, fiduciary consulting, investment advice, and employee education. The firm serves large institutional investors, managing approximately $79.8 billion in assets and supporting complex investment solutions.