Steven Romjue is a financial advisor at Ridgecrest Wealth Partners, LLC with 37 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He has been with Ridgecrest Wealth Partners since 2021. Ridgecrest Wealth Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm employs a combination of passive and active management strategies, including fundamental and technical analysis, options strategies, and tactical asset allocation, tailoring recommendations to client-specific profiles.

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 17 years of industry experience. She has held her Series 66 designation and has been with Sentry Advisors since 2015. Sentry Advisors provides investment advisory and financial planning services to individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs an individualized investment process that integrates fundamental, technical, and model-based methods, managing a mix of discretionary and non-discretionary assets across a range of investment types.

Marcus Nilsson is a financial advisor at Stonebridge Financial Group with 10 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Alders Financial Solutions. Nilsson is based in San Rafael, CA. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, offering discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a combination of quantitative and qualitative analysis and uses various investment vehicles, including stocks, bonds, ETFs, and alternative investments, to manage client portfolios.

Frank Greene is a CFA® charterholder with seven years at Private Wealth Partners, LLC and six years previously at BCI Capital Management, totaling 13 years in the financial industry. He is co-owner of ETFreplay.com, Inc, an information services business focused on statistical investing, where he manages the programming oversight. Private Wealth Partners provides discretionary portfolio management and financial planning to a diverse client base including high-net-worth individuals, pension plans, trusts, estates, and corporations. The firm employs a mix of investment strategies and manages approximately $1.92 billion in client assets across its team of advisors.

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 38 years of industry experience. She has been with American Investors Company since 1998 and is also involved in Professional Staffing Group, Inc., where she serves as an officer and manager focusing on health insurance sales and service. American Investors Company provides investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers various services such as asset management, financial planning, and retirement advice, operating under both SEC-registered adviser and broker-dealer structures.

Andrew Skinner is a financial advisor with Treehouse Wealth Advisors in Walnut Creek, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Garrison Point Advisors, LLC since 2018 and previously at San Francisco Sentry Investment Group and SF Sentry Securities, Inc. from 2011 to 2018. Outside of advisory work, Skinner is also licensed as an insurance agent, selling fixed life, fixed annuities, disability, and long-term care insurance. Treehouse Wealth Advisors provides discretionary and non-discretionary portfolio management, financial consulting, and comprehensive wealth planning to individual and high-net-worth clients. The firm employs a tailored investment approach that includes technical and fundamental analysis and offers estate, tax-integrated planning, family philanthropy, and trustee oversight services.

Jennifer Bahi is a CFP® professional with three years of industry experience, currently serving as an advisor at Meritas Wealth Management, LLC in San Rafael, CA. Her entire career has been with Meritas Wealth Management, where she has worked since 2015. Meritas Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, and small businesses as a fee-only adviser. The firm emphasizes long-term diversification using primarily no-load mutual funds and passive strategies guided by academic research and Modern Portfolio Theory.

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 with Dixon Financial Services in Lafayette, CA, where he has worked since 2015. He has 10 years of industry experience and is part of a five-advisor team. 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, managing over $1 billion in assets and emphasizing client education through performance reporting and sponsored seminars.

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 with Secure Investment Management, LLC in Concord, CA, holding Series 65 and Series 63 licenses and one year of industry experience. Before joining Secure Investment Management, he worked at NYLIFE Securities LLC and New York Life Insurance Company, among other firms. He is also involved as an insurance agent assisting clients with fixed insurance products and annuities. Secure Investment Management serves individuals, business entities, trusts, and estates, including retail and high-net-worth clients. The firm employs a quantitative, factor-based investment approach centered on Modern Portfolio Theory and diversified allocations, utilizing low-cost mutual funds, ETFs, third-party managers, and direct indexing.

Jacqueline Rowe is a financial advisor at Fiduciary Financial Group, LLC with 31 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 28 years. Fiduciary Financial Group is a fee-based advisory firm managing approximately $865 million for individual clients, high-net-worth individuals, and retirement plans. The firm uses a combination of model portfolios and individualized accounts with diversified investment strategies, including ETFs, mutual funds, and options, and offers integrated tax planning supported by in-house CPAs and professional-services coordination.

Alex Soderberg is a financial advisor at Burton Enright Welch with four years of industry experience. He holds a Series 65 designation and previously worked at Peak 360 Wealth Management, Bryant University, Contra Costa County Office of the Sheriff, and River City Bank. Burton Enright Welch serves individuals, families, trusts and estates, pension and profit-sharing plans, and business entities by providing investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios using a documented, four-step process and oversees approximately $1.55 billion in assets across about 612 client relationships.

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.

Hubert Lenczowski is a financial advisor with Private Wealth Partners, LLC, holding a Series 65 credential and eight years of industry experience. He served in the United States Navy from 2013 to 2018 before joining Private Wealth Partners. Private Wealth Partners, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, pensions, corporations, and bank trust departments. The firm manages approximately $1.98 billion in assets and employs both fundamental and quantitative analysis to manage diversified portfolios, including the use of options and alternative investments.

Evan Hershey is a financial advisor with Caldwell Sutter Capital, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at NBC Securities, Steward Partners Investment Solutions, Morgan Stanley, and Citigroup Global Markets. He serves as a director on the investment committee of the Santa Rosa Junior College Foundation. Caldwell Sutter Capital serves primarily high-net-worth individuals, families, corporations, and municipal clients. The firm provides portfolio management and financial planning, constructing customized equity and fixed-income portfolios using a bottom-up, fundamental value approach focused on long-term, buy-and-hold investing in niche or structurally inefficient securities.

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.