Ronald Yee is a financial advisor with American Investors Company, holding a Series 63 designation and 29 years of industry experience. He has been with American Investors Company since 1997. In addition to his advisory work, he is a licensed independent insurance agent, though he is not currently active in selling insurance. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines broker-dealer and SEC-registered adviser functions, offering a range of asset management and financial planning services along with commission-based securities and insurance products.

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.

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.

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.

Preston Mayo is a financial advisor at Insight Wealth Strategies, LLC in San Ramon, CA. He holds Series 65 and Series 63 licenses and has recently entered the industry, with experience beginning in 2023. His prior roles include positions at LPL Enterprise LLC, Frost Bank, Fidelity Investments, and as a contractor with U.S. Bank. 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 portfolio models primarily based on low-cost, diversified ETFs and individual stocks, employing a multi-disciplinary investment process that includes fundamental, technical, quantitative, and sector analysis.

Cole Durkin is a CFA® charterholder with nine years of industry experience. He has been with Insight Wealth Strategies, LLC since 2018, following two years at Lincoln Financial Advisors Corporation. Durkin holds a Series 66 license and 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 long-term, model-driven investment approach using proprietary portfolios alongside independent manager referrals, integrating fundamental, technical, quantitative, and sector analysis across diverse asset classes.

Timothy Raftis is a CFP® professional with 35 years of industry experience. He is currently with Insight Wealth Strategies, LLC, where he has worked since 2021. His prior experience includes roles at B|O|S, Bank of America, and Merrill. 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, and institutions. The firm employs a long-term, model-driven investment process utilizing proprietary portfolios, low-cost ETFs, individual stocks, and alternative holdings, along with a detailed marketing and reporting program.

Richard Von Hurst is a financial advisor at LifeMark Securities Corp. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LifeMark since 2018, following prior roles at Foresters Equity Services, Inc. and as an independent insurance agent. LifeMark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm emphasizes suitability-driven advice with risk assessments and manages accounts on both discretionary and non-discretionary bases, utilizing various managed account programs and platform tools.

Amaya Fine is a financial advisor at MissionSquare Retirement in Antioch, CA, holding a Series 65 designation with six years of industry experience. Prior to joining MissionSquare, Amaya worked at Regas Group Environmental Consultants and The Restoration CleanUp Company. MissionSquare Retirement serves state and local government employers, employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Guided Pathways includes discretionary Managed Accounts and nondiscretionary Fund Advice, with investment advice developed by Morningstar Investment Management based on asset allocation models and personalized financial information.

Iuliia Malysheva is a financial advisor at RBC Securities, Inc. with two years of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors, LLC, Bank of America, N.A., and Merrill. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to its affiliated sub-advisor, RBC Rochdale. The firm is notable for its integration within a broad financial services group that includes banking, trust, municipal advisory, and other financial businesses.

Joie Hurtado Wyatt is a financial advisor at Northwest Asset Management with one year of industry experience. She holds the Series 65 designation and has previously worked at Absolute Independent Living Service, Uber, and Athens Administrators. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs investment strategies based on strategic asset allocation and Modern Portfolio Theory, offering customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services.

Manuel Goulart is a financial advisor with Founders Financial Securities LLC in San Ramon, CA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Founders Financial Securities and operates Goulart Partners, an investment advisory firm, since 2014. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, and retirement consulting, utilizing multiple advisory platforms and a combination of mutual funds, ETFs, model allocations, and sub-advised strategies.

Christopher Barlow is a financial advisor at Sepio Capital, LP with 29 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Sepio Capital since 2018. Prior to that, he was with Lombard Street Partners, LLC for 12 years and Merrill for 9 years. Sepio Capital is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, charitable organizations, and institutional investors. The firm employs a long-term, fundamentals-driven approach using proprietary strategies and independent managers across various asset classes, including mutual funds, ETFs, individual securities, private funds, and digital assets.

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.

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.

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.

Christopher Sullivan is a CFP® professional with 40 years of industry experience. He is currently with Sequent Planning, LLC and Futurity First Investment Group, having previously worked at Mutual of Omaha and Mutual of Omaha Investor Services, Inc. Outside of his advisory work, Sullivan serves as the volunteer President of Discovery Bay Recreation & Sports, Inc., a nonprofit association. Sequent Planning, LLC operates as an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm utilizes a structured risk framework and diversified manager exposures while providing asset management, financial planning, and retirement-plan services through a team of independent advisers.

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.