Matthew Guida is a financial advisor at Burton Enright Welch in Walnut Creek, CA. He holds a Series 65 designation and has served in the United States Space Force and United States Air Force from 2018 to 2026. Guida joined Burton Enright Welch in 2026. Burton Enright Welch serves individuals, families, trusts, estates, pension and profit-sharing plans, and business entities with investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios through a documented four-step process and acts as a fiduciary, overseeing approximately $1.55 billion in assets across about 612 client relationships.

Anthony Ortale is a financial advisor with Insight Wealth Strategies, LLC in San Ramon, CA. He holds Series 63, Series 65, and Series 66 licenses and has 22 years of industry experience. His prior work includes roles at Mutual Securities, Inc., Fisher Investments, First Allied Securities, Inc., Charles Schwab, and Horizon Wealth Group, LLC. 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 uses proprietary portfolio models centered on low-cost, diversified ETFs and individual stocks, employing a multi-disciplinary investment process that includes fundamental, technical, quantitative, and sector analysis.

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.

Corinna Rose is a financial advisor at Bell Investment Advisors Inc with one year of industry experience. She holds a Series 65 designation and previously worked at LPL Financial and Ellis Retirement Services. Outside of finance, she operated Corinna Rose Photography for six years. Bell Investment Advisors is an SEC-registered firm providing discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients. The firm customizes investment recommendations based on clients’ financial circumstances and goals, offering ongoing account monitoring and specialized planning services.

Alexander Schmitz is a CFP® with 19 years of industry experience, currently serving as an advisor at One Wealth Advisors, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in San Francisco, CA. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans with comprehensive wealth management, financial planning, and portfolio management. The firm employs a primarily long-term investment approach with tactical flexibility, utilizing diversified assets and third-party platforms to implement strategies tailored to client needs.

Susanna Han is a financial advisor at Sentry Advisors, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked at Sentry Advisors since 2015, following seven years at Deutsche Bank Securities Inc. Sentry Advisors provides portfolio management, financial planning, and consulting services to individuals, trusts, pension plans, and charitable organizations. The firm manages approximately $2.41 billion in assets, offering both discretionary and predominantly non-discretionary advisory services through a variety of investment approaches and third-party platforms.

Kyle Dennehy is a financial advisor at California Financial Advisors with four years of industry experience. He holds a Series 65 designation and has prior experience at KPMG and the University of California, Santa Barbara. California Financial Advisors is an SEC-registered firm that manages over $2 billion in client assets, serving individuals, charitable organizations, and businesses. The firm’s investment approach focuses on asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers, implementing strategies tailored to clients’ objectives and tax considerations.

Lisa Terk is a financial advisor at US Capital Global Wealth Management, LLC with 17 years of industry experience. She has held roles at US Capital Global Securities, LLC and Oppenheimer, and spent a year with The Smith Family Foundation. Outside of advisory work, she acts as a business consultant for HR benefits through Insperity. US Capital Global Wealth Management provides investment management, consulting, and financial planning services primarily to individual and high-net-worth clients. The firm employs a multi-step screening process combining fundamental, sector/industry, and quantitative analysis, utilizing a diverse range of investment vehicles and active versus passive strategies.

Cheryl Charney is a financial advisor at American Investors Company with 39 years of industry experience. She has been with American Investors Company since 1998 and is also involved in health insurance sales and service through Professional Staffing Group, Inc., where she serves as an officer and manager. American Investors Company provides investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm combines advisory services with brokerage and insurance offerings, providing both discretionary and non-discretionary asset management, financial planning, and retirement investment guidance.

Andrew Skinner is a financial advisor with Treehouse Wealth Advisors in Walnut Creek, CA. He holds a Series 66 designation and has 26 years of industry experience, including prior roles at Merrill, San Francisco Sentry Investment Group, and Garrison Point Advisors. Outside of advisory work, he is also a licensed insurance agent specializing in fixed life, fixed annuities, disability, and long-term care products. Treehouse Wealth Advisors manages approximately $597 million for a diverse client base, including individuals, high-net-worth clients, pension and charitable entities, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial consulting, and wealth planning services, employing a combination of technical and fundamental analysis supported by AI, with human oversight.

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.

Kyler Hasson is a financial advisor at Delta Investment Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Delta since 2018, following prior roles at US Capital Wealth Management, LLC and his own firm, Hasson Investments. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, as well as subadvisory services to other firms. The firm employs a variety of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning within its asset management offerings.

Tyler Mullen is a Series 65-licensed advisor at Dixon Financial Services with 11 years of industry experience. He has been with Dixon Financial Services since 2015. Dixon Financial Services provides investment advisory services to individuals, trustees, charitable organizations, business owners, and corporations. The firm focuses on strategic asset allocation using mutual funds and ETFs within a Modern Portfolio Theory framework and emphasizes individualized Investment Policy Statements, quarterly reviews, and performance reporting.

Sarah Leimenstoll is a financial advisor at Bell Investment Advisors Inc with six years of industry experience. She holds a Series 65 credential and has been with Bell Investment Advisors since 2016. Prior to that, she worked at Keep&Share from 2011 to 2016. Bell Investment Advisors is an SEC-registered firm that provides discretionary portfolio management and fee-based financial planning for individual and high-net-worth clients. The firm customizes investment recommendations based on clients’ financial situations and goals, offering specialized planning services such as retirement and real estate analysis.

Mark Angelo Mesina is a financial advisor at Secure Investment Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Secure Investment Management, he worked at NYLIFE Securities LLC and New York Life Insurance Company and has experience in various roles including at RETAILCLOUD and World Wrapps. He also assists clients with fixed insurance products and annuities through Secure Income Management. Secure Investment Management serves individuals, business entities, trusts, and estates with financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach centered on Modern Portfolio Theory and diversified allocations using low-cost mutual funds, ETFs, third-party managers, and direct indexing.

India Houghton is a financial advisor at Delta Investment Management, LLC in San Francisco, holding a Series 65 designation with one year of experience at Delta and 17 years at Stanford University. Delta Investment Management provides discretionary investment management, financial planning, and investment consulting to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across several distinct strategies, including ETF-based tactical approaches and a concentrated Blue Chip Growth equity mandate.

Anna Hong is a ChFC® credentialed advisor with one year of industry experience, currently with New Insight Wealth Advisors in San Ramon, CA. She previously worked at Allmerits Asset, LLC and has been involved with KBP Financial & Insurance Marketing and Worthington Financial Partners since 2015 and 2018, respectively. Outside of her advisory role, she is an Associate Broker at Alliance Bay Realty, providing real estate planning and sales services. New Insight Wealth Advisors serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities, offering discretionary asset management, employer retirement-plan consulting, and financial planning. The firm employs a multi-disciplinary investment process using a broad range of instruments and provides ongoing portfolio monitoring and rebalancing.