John Nolan is a financial advisor at Malakoff Wealth with five years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Electronics for Imaging, and BDO. Nolan provides investment advisory services through Master Wealth, LLC, an independent investment advisor firm. Malakoff Wealth offers financial planning and consulting services to individuals, trusts, nonprofit organizations, banks, business entities, and pension/profit-sharing plans. The firm focuses on written financial plans and periodic reviews, referring clients to LPL Financial for investment implementation and portfolio supervision, and emphasizes manager evaluation without discretionary portfolio management or percentage-based fees.

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 with RB Capital Management, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior experience includes roles at Arete Wealth Management, Portsmouth Financial, Morgan Stanley, and UBS Financial Services. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm offers fee-based investment management with a focus on hedged strategies and managed fixed-income portfolios, emphasizing asset allocation, diversification, and personalized portfolios.

Kenneth Frier is a CFA® charterholder with five years of industry experience. He has been with Atlas Capital Advisors Inc. since 2021 and previously worked at SECOR Asset Management from 2017 to 2021. Atlas Capital Advisors is an independent investment adviser serving individuals, high-net-worth families, family offices, pension plans, trusts, foundations, and other institutions. The firm provides discretionary wealth management, financial planning, and tax-aware portfolio management using fundamental, technical, and quantitative analysis, with a focus on separately managed accounts.

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® with 36 years of industry experience, currently an advisor at Southland Equity Partners, LLC. His prior roles include positions at OSAIC, Fsc Securities Corporation, and Atandard. He is also the owner of Diablo Benefit Group, a business focused on employee benefits and insurance sales. Southland Equity Partners advises individuals, pension/profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm utilizes fundamental and technical analysis to create customized portfolios, managing nearly $900 million in discretionary assets as of year-end 2025.

Jamie Hargrave is a financial advisor with Prosperity Financial Group, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Prosperity Financial Group since 2015 and also serves as an independent insurance agent with CSI Financial Group. Additionally, Hargrave is the CEO and founder of Cadence Capital Investments, a commercial real estate investment agency. Prosperity Financial Group, Inc. provides asset management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, and business entities. The firm operates with a multi-adviser team structure and offers tailored portfolios using a range of investment methods and third-party money managers.

Sonia Von Berg is a financial advisor at Osborne Partners with a Series 65 designation and one year of industry experience. She has been with Osborne Partners Capital Management, LLC since 2011. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities, offering personalized, actively managed investment portfolios and integrated financial planning. The firm also serves as a sub-adviser to unaffiliated advisers and sponsors an affiliated private pooled investment vehicle.

Sydney Kovacs is a financial advisor at Burton Enright Welch with five years of industry experience. She holds a Series 65 designation and has previously worked at Consilium Wealth Management and Cutting Edge Counsel. Early in her career, Kovacs was involved with Walnut Creek Presbyterian Church. 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 through a disciplined, four-step process and acts as a fiduciary across approximately 612 client relationships with about $1.55 billion in assets under management.

Kellie Raasch is a CFP® professional with six years of industry experience, currently serving at Malakoff Wealth in Danville, CA. Her previous experience includes multiple roles at LPL Financial, LLC, and positions at KLS Logistics Services and Raasch, Inc. She is also a commissioned notary public. Malakoff Wealth offers financial planning and consulting services to individuals, trusts, nonprofits, banks, businesses, and pension/profit-sharing plans, focusing on written financial plans and periodic reviews without managing client assets or accepting custody. The firm’s approach emphasizes fundamental analysis, manager evaluation, and avoids frequent trading, offering advice through hourly, fixed-fee, or retainer engagements.

Diane Bourdo is a CFP® professional with 31 years of experience in financial advising. She has worked at The Humphreys Group for 36 years before joining Treehouse Wealth Advisors in 2025. Treehouse Wealth Advisors manages approximately $597 million for individual, high-net-worth, pension, charitable, and corporate clients. The firm provides personalized portfolio management and wealth planning services using a combination of technical and fundamental analysis, and integrates AI technology under human supervision to support investment research and management.

Christopher Atkeson is a financial advisor with Delta Investment Management, LLC in San Francisco, holding a Series 65 designation. He joined Delta in 2026 after seven years at Badger Meter and prior experience at Southern Glazer's Wine & Spirits and UC Berkeley. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and serves as a subadvisor to other advisory firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning into its asset management services.

Michael Sondag Jr. is a financial advisor at Main Street Research LLC with one year of industry experience. He holds a Series 65 credential and has been with Main Street Research since 2020. The firm manages approximately $2.38 billion for about 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutional clients. Main Street Research employs a multi-advisor approach, combining fundamental, quantitative, and technical analysis to build discretionary portfolios primarily using individual securities, with selective ETF use and ESG factor scoring for clients who request it.

Anthony Smith is a CFP® with six years of industry experience, currently serving as a financial advisor at Secure Investment Management, LLC. His prior experience includes roles at Lodestar Private Asset Management and JW Harrison Financial Inc. He is also licensed as a life insurance agent, providing insurance solutions to clients as needed. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning and discretionary portfolio management with a quantitative, factor-based investment approach centered on long-term, diversified allocations using low-cost funds and tailored portfolio strategies.

Jason Rodnick is a CFA® charterholder with 15 years of industry experience. He has worked at Osborne Partners Capital Management, LLC since 2018 and previously spent eight years at Raub Brock Capital Management, LP. He is based in San Francisco, CA. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities. The firm offers personalized, actively managed investment portfolios combined with integrated financial planning and serves as a sub-adviser to unaffiliated advisers while sponsoring an affiliated private pooled investment vehicle.

Amy Thacher is a CFP® with nine years of industry experience. She has been with Blume Capital Management, Inc. since 2015. Blume Capital Management provides discretionary investment management and standalone financial planning to individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, charitable foundations, and private investment funds. The firm emphasizes a long-term, value-oriented equity approach combined with diversified asset allocation and uses a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments for qualified clients.