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.

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 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 with Secure Investment Management, LLC in Concord, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Secure Investment Management, he worked at NYLIFE Securities LLC and New York Life Insurance Company. He also assists clients with fixed insurance products and annuities through Secure Income Management. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds, ETFs, third-party managers, and direct indexing tailored to client objectives.

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.

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.

Brett Wippler is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 designation with two years of industry experience. He has worked at Liberty Wealth Management since 2021 and previously was employed by Cushman & Wakefield. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, utilizing a combination of centrally developed models and Adviser Representative strategies with an emphasis on diversification and periodic portfolio reviews. The firm also offers access to private fund opportunities through its affiliated businesses and operates under the Liberty Group Holdings structure.

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.

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.

Stephen Block is a CFP® and CFA® with 20 years of experience in the financial industry. He currently works at Elevation Wealth Partners, LLC and previously spent 18 years at Phocas Financial. Elevation Wealth Partners serves individuals, families, and various institutional clients, providing fee-only discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and long-term, academically informed strategies, integrating tax and accounting services through in-house specialists.

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.

Michael Yongue is a CFA® charterholder with four years at Private Wealth Partners, LLC and nine years of prior experience at Bank of Marin. He is based in Mill Valley, CA. Private Wealth Partners, LLC serves individuals, high-net-worth clients, trusts, pensions, corporations, and bank trust departments with discretionary portfolio management and financial planning. The firm manages approximately $1.98 billion in assets and employs both fundamental and quantitative analysis across multiple asset classes, utilizing strategies including options and covered calls.

Amanda Albright is a CFP® professional with four years of experience in financial advising. She is currently with Lodestar Private Asset Management LLC, where she has worked since 2022. Her prior experience includes roles at Brooklyn FI, LLC, HoyleCohen, R.M. Davis, and MacPage. Lodestar Private Asset Management LLC serves individuals, trusts, estates, charitable organizations, small businesses, and select pension and profit-sharing plans. The firm emphasizes tactical asset allocation using a combination of passive and active investments, focusing on long-term holdings with tactical market adjustments and attention to tax implications in taxable accounts.