Justin Dodson is a financial advisor at J.P. King Advisors, Inc. in Walnut Creek, CA, holding a Series 66 designation with 23 years of industry experience. He has been with J.P. King Advisors since 2012. J.P. King Advisors provides comprehensive financial planning and discretionary portfolio management for individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm’s investment approach focuses on risk management and strategic asset allocation using globally diversified portfolios primarily composed of no-load mutual funds and ETFs, supported by an internal Investment Committee that regularly monitors model portfolios.

Matthew Beck is a financial advisor at Brio Financial Group with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for American Century Investment Services, Inc. for 10 years before joining Brio in 2021. Brio Financial Group serves individuals, trusts, retirement plans, and business entities, offering asset management, financial planning, and consulting services. The firm provides discretionary portfolio management through a wrap fee program and delivers a broad range of consulting services including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

James Crocker is a financial advisor at Apeiron with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Parallel Advisors, LLC, Aperion DBA Three Oaks, and Cetera Advisors LLC. Apeiron provides investment advisory and financial planning services to individual and high-net-worth clients, trusts and estates, retirement plans, small businesses, churches, and other institutional clients. The firm employs a holistic, discretionary approach to portfolio management, using a variety of analysis methods and offering a broad range of investment options while acting as a fiduciary for retirement accounts.

Hayley Curtis is a financial advisor at Frec with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley for seven years combined, alongside her current roles at Frec Securities LLC, Frec Advisers LLC, and Frec Markets, Inc. Curtis was previously involved with Fountain of Life Africa (The Giving Exchange) and the California Academy of Sciences. Frec Advisers is an SEC-registered investment adviser that provides automated, software-based portfolio management through its web and mobile platform, serving retail individuals and various entity clients. The firm’s model-driven investment process offers customizable direct indexing, tax-loss harvesting, and hedging strategies, requiring clients to maintain margin brokerage accounts with its affiliate Frec Securities.

Preston Mayo is a financial advisor at Insight Wealth Strategies, LLC in San Ramon, CA, holding Series 63 and Series 65 licenses. He has approximately one year of industry experience, including prior roles at LPL Enterprise LLC, Frost Bank, and Fidelity Investments. Before entering the financial industry, he was involved in education at Texas A&M University and Vandegrift High School. 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 primarily composed of low-cost, diversified ETFs and individual stocks, employing a multi-disciplinary investment process that includes fundamental, technical, quantitative, and sector analysis.

Douglas Villing is a financial advisor with J.P. King Advisors, Inc. in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at TIAA and TIAA-CREF since 2012. J.P. King Advisors, Inc. is an employee-owned investment advisory firm managing approximately $889.7 million for about 450 client family relationships with a five-advisor team. The firm provides comprehensive financial planning and discretionary portfolio management with an emphasis on risk management and strategic asset allocation using globally diversified portfolios.

Katrina Hermanson is a financial advisor at Twin Peaks Wealth Advisors with seven years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Cambridge Investment Research. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, high-net-worth families, trusts, retirement plans, and other entities. The firm’s investment approach focuses on strategic asset allocation using ETFs and institutional mutual funds, with tactical overlays and ongoing rebalancing, primarily delivered through discretionary separately managed accounts and householded relationships.

Thomas Piro is a CFP® with 11 years of industry experience, currently serving as an advisor at Osborne Partners since 2021. His prior experience includes roles at Baker Avenue Asset Management LP and The McBride Group. He is a board member of the Italian Athletic Club Foundation, where he helps plan community events focused on Italian culture and history in San Francisco. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, and retirement plans, offering personalized, actively managed portfolios and integrated financial planning. The firm employs a range of global allocation strategies and serves as a sub-adviser to other investment advisers, including operating an affiliated private hedge fund.

Don Eidam Jr. is a CFP® with 29 years of industry experience and has been with Roof Eidam Maycock Peralta LLC since 2009. He is based in San Francisco, CA, and holds a Series 63 designation. Roof Eidam Maycock Peralta LLC serves individual investors, charitable organizations, and institutional clients by providing discretionary investment management, financial planning, and retirement plan consulting. The firm builds customized portfolios using a combination of fundamental, technical, and cyclical analysis and manages accounts exclusively on a wrap-fee basis, covering trading costs for wrap clients.

Christie Thomas is a financial advisor at Heffernan Advisory, Inc. with two years of industry experience. She holds the Series 66 designation and previously worked at Global Retirement Partners, LLC and J.P. Morgan Chase & Co. Thomas also provides administrative support to an independent investment advisory firm. Heffernan Advisory serves individuals, families, and employer retirement plans with services including an asset management program called Investment By Design™, financial planning, and consulting. The firm uses modern portfolio theory and model allocations, primarily with mutual funds and ETFs, managing most accounts on a discretionary basis with regular rebalancing.

Joseph Harrison is a CFP® with 14 years of industry experience. He has worked at Lodestar Private Asset Management LLC since 2020 and has operated J. W. Harrison Financial Advisors since 2011. Lodestar Private Asset Management provides personalized financial planning and investment management services 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, focusing on long-term holdings with consideration of tax implications, and manages approximately $1.34 billion in assets across five advisors.

Ashley Souza is a financial advisor at The Pacific Center for Financial Services with 20 years of industry experience. She holds the Series 66 designation and has worked at Cetera Wealth Services, LLC for 13 years and at Pacific Center Financial Services for over 22 years. The Pacific Center for Financial Services provides financial planning, consulting, and investment management to individuals, including high-net-worth families and family trusts. The firm emphasizes asset allocation and long-term diversification across a variety of investment vehicles and conducts regular portfolio monitoring and reviews.

Charles Gehring is a CFA® charterholder with 27 years of industry experience. He has been with Mission Creek Capital Partners, Inc. since 2009. The firm serves institutional and private clients, including pension plans, endowments, foundations, executives, entrepreneurs, and pooled investment vehicles. Mission Creek combines a core-and-satellite investment approach with fundamental analysis and economic overlays, offering discretionary portfolio management, wealth planning, sub-advisory services, and specialized private equity distribution and post-venture management.

Alexandra Sandberg is a CFP® and ChFC® credentialed financial advisor with 11 years of industry experience. She is currently with Osborne Partners and has previously worked at Moss Adams Wealth Advisors, TIAA-CREF, and UBS Financial Services. Osborne Partners Capital Management offers discretionary and non-discretionary investment management and integrated financial planning to a diverse client base, including individuals, families, trusts, foundations, and corporations. The firm focuses on actively managed, globally diversified multi-asset portfolios and is notable for managing affiliated private pooled investment vehicles and providing performance-based fee arrangements.

John Bankovitch is a financial advisor at RB Capital Management, LLC with 24 years of industry experience. He previously worked at Portsmouth Financial from 2011 to 2024 and concurrently at Arete Wealth Management since 2024. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management with an emphasis on hedged strategies and managed fixed-income portfolios, combining equities, fixed income, and alternative investments alongside personalized financial planning.

Vishal Kumar is a financial advisor with Twin Peaks Wealth Advisors in San Francisco, holding a Series 66 designation and 14 years of industry experience. He previously worked at LPL Financial for seven years before joining Twin Peaks Wealth Advisors in 2022. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, families, trusts, and retirement plans. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, employing discretionary separately managed accounts and leveraging specialized strategies including direct indexing and a cryptocurrency sub-advisory program.

Jonathan Rushton is a Series 65-licensed financial advisor at Brio Financial Group with three years of industry experience. Before joining Brio Financial Group in 2025, he worked at Corient and Portola Partners. Outside of his advisory role, Rushton coaches young children in multiple sports through the Volo Kids Foundation, a nonprofit supporting free sports programs for kids. Brio Financial Group serves individuals, trusts, retirement plans, and business entities, offering asset management through a wrap fee program as well as financial planning and consulting services that include estate and tax planning, mortgage analysis, and corporate structure advice. The firm combines discretionary portfolio management with sub-advisers and emphasizes a broad consulting approach alongside traditional investment management.

Ryan Cole is a CFP® with 12 years of industry experience, currently serving as an advisor at Citrine Capital, LLC since 2014. He holds Series 63 and Series 65 licenses and is also a Manager on the Board of Managers at HFP Corpus Partnership. Citrine Capital serves individual and high-net-worth clients as well as small businesses, offering investment management alongside financial planning and related services such as tax return preparation and estate planning reviews. The firm employs a diversified, tax-aware investment approach within a Modern Portfolio Theory framework and manages accounts on a discretionary basis with ongoing portfolio oversight.

Willard Folsom is a financial advisor with Castle Rock Wealth Management, LLC in Walnut Creek, CA, holding a Series 66 designation and 12 years of industry experience. He previously worked at Merrill Lynch from 2013 to 2018 and has been involved with Castle Rock Wealth Management since 2018. Outside of advising, Folsom owns and manages a corn farm and is an investor in a sales training video game company and a private retail club. Castle Rock Wealth Management serves individuals, trusts, estates, and business entities, managing approximately $521.8 million across about 1,882 clients. The firm employs a combination of fundamental and technical analysis with active trading strategies, offering comprehensive portfolio management and financial planning through a team of eight advisors.

Michael Holbrook is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Southland Equity Partners, LLC. His prior work includes 16 years at Fsc Securities Corporation and ongoing roles at Atandard since 1992. He also owns Diablo Benefit Group, a sole proprietorship focused on employee benefits and insurance sales. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, and retirement plan consulting. The firm utilizes a combination of fundamental and technical analysis to create customized portfolios, primarily managing accounts on a discretionary basis.