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.

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.

David Santos Garcia is a financial advisor at One Wealth Advisors, LLC in San Francisco, CA. He holds a Series 65 credential and has six years of experience with the firm. Prior to joining One Wealth Advisors, he held positions at Inxeption Corp, Slatt Capital, Foreign Cinema, Sony Pictures Entertainment, and Gjelina Company. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers comprehensive wealth management, portfolio management, and retirement-plan advisory services, employing a primarily long-term investment approach with tactical flexibility and utilizing diversified portfolios and third-party platforms.

Katherine King is a CFP® professional with 28 years of experience in the financial industry. She has been with North Berkeley Investment Partners, LLC since 2005. She holds Series 63 and Series 65 licenses and is based in Berkeley, CA. 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 offers comprehensive financial planning and investment management, using a mix of passive and active strategies, ESG options, and employs separately managed accounts with a willingness to use options and leverage in certain portfolios.

Michael Cordano is a financial advisor at Jackson Square Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Jackson Square Capital since 2019. Prior to that, he was employed at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2016 to 2019. Jackson Square Capital, LLC provides discretionary and non-discretionary wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $564.3 million in client assets, tailoring portfolios based on client risk tolerance, time horizon, and liquidity needs while employing a range of investment strategies and tools including individual equities, fixed income, alternatives, and independent managers.

Thomas Powers is a financial advisor at California Financial Advisors with 37 years of industry experience. He holds the CFP® and ChFC® designations and has worked at the firm, formerly Maloon, Powers, Pitre & Higgins LLC, for 28 years. In addition to his advisory work, he maintains an active role in life insurance sales. California Financial Advisors is an SEC-registered firm managing over $2 billion in client assets for individuals, charitable organizations, and businesses. The firm employs a team-based approach with a focus on asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers to implement strategies aligned with clients’ objectives and tax considerations.

Brett Wippler is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 credential with two years of industry experience. Prior to joining Liberty Wealth Management in 2021, he worked at Cushman & Wakefield and was affiliated with the University of Southern California. Liberty Wealth Management, LLC provides investment management, financial planning, 529 college-savings planning, ERISA retirement plan services, and access to third-party manager programs for a range of clients including individuals, trusts, estates, and institutions. The firm offers educational seminars and workshops while employing a combination of centrally developed models and advisor-developed strategies, with access to private market investments and affiliated businesses in legal, tax, real estate management, and alternative asset management.

Matthew Vera is a financial advisor at RPG Investment Advisory, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been with RPG Investment Advisory since 2014. RPG Investment Advisory provides portfolio management and financial planning services to high-net-worth individuals. The firm employs firm-developed model portfolios and combines fundamental and technical analysis to manage approximately $1.04 billion in client assets across discretionary and non-discretionary arrangements.

Cooper Richmond is a financial advisor at SyntheticFi LLC with a Series 65 credential and no prior industry experience. His work history includes roles at SyntheticFi, SageSure, the University of Washington, and Berkeley High School. SyntheticFi provides investment advisory and sub-advisory services primarily to other registered investment advisers, as well as individual clients, corporations, and small businesses. The firm specializes in an automated trading strategy involving exchange-traded European-style S&P 500 index options, offering client-facing software for performance reporting, margin monitoring, and alerts.

Sean O’Toole is a financial advisor at Penserra Wealth Management with six years of industry experience. He holds a Series 66 designation and previously worked at Maverick LTC, LLC and Edward Jones. Penserra Wealth Management is an SEC-registered investment adviser that provides portfolio management, financial planning, pension consulting, concierge administrative services, and sub-advisory solutions. The firm uses a multi-disciplinary approach combining fundamental, technical, cyclical, and economic analysis to implement strategies including long- and short-term trading, strategic asset allocation, custom indexing, and options box strategies.

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.

Stephen Brickley is a financial advisor with Brickley Wealth Management in San Mateo, CA, holding a Series 66 designation and 26 years of industry experience. He previously worked at LPL Financial from 1999 to 2017 and has been associated with Brickley & Company CPA since 1985. He serves as an appointed member of the Audit and Finance Committee for the Town of Atherton, CA. Brickley Wealth Management offers comprehensive portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pension and profit-sharing plans, and business entities. The firm combines modern portfolio theory with active and passive investment strategies, ESG screening, and manager due diligence, overseeing over $824 million in discretionary assets.

Tushar Kumar is a Series 66 registered financial advisor with 17 years of industry experience. He has worked at Twin Peaks Wealth Advisors since 2022 and previously spent seven years at LPL Financial. Kumar also provides expert insights as a consultant for GLG Consulting. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, families, trusts, retirement plans, and other entities. The firm offers discretionary portfolio management and integrated financial planning, using a strategic asset allocation approach with ETFs and institutional mutual funds, complemented by tactical overlays and ongoing rebalancing.

Nathan Walsh is a financial advisor with Occidental Asset Management, LLC, holding Series 63 and Series 65 designations and having 20 years of industry experience. He has worked at Occidental since 2013 and previously held positions at Acc Investment Management, Inc., Polaris Wealth Advisory Group, and Polaris Equity Management, Inc. Occidental Asset Management, LLC serves high-net-worth individuals and institutional clients with wealth management, portfolio management, and financial planning, managing approximately $1.4 billion for about 945 clients through a 12-advisor team across six offices. The firm employs fundamental, technical, and cyclical analysis and uses discretionary management and selected sub-advisors, focusing on personalized investment plans for its clients.

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 five years of industry experience. She is currently associated with Lodestar Private Asset Management LLC, where she has worked since 2022. Her prior experience includes roles at EP Wealth Advisors, Brooklyn FI, HoyleCohen, R.M. Davis, and MacPage. Lodestar provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans. The firm employs a tactical asset allocation approach combining passive and active investments, emphasizes tax considerations in taxable accounts, and manages approximately $1.34 billion in assets across five advisors.

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.