Nico Russo is a financial advisor at Stonebridge Financial Group with eight years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors and AXA-Advisors, LLC prior to joining Stonebridge. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, providing discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a mix of quantitative and qualitative investment approaches and manages portfolios across a range of asset types, including stocks, bonds, ETFs, mutual funds, and alternatives.

Michael Kress is a financial advisor at Delta Investment Management, LLC with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Delta since 2018, following prior roles at Sanctuary Wealth Advisors, LLC and Sanctuary Securities LLC. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and acts as a subadvisor to other advisory firms. The firm offers a range of strategies including ETF-based tactical rotation, a diversified Core strategy, concentrated equity mandates, custom portfolios, and access to alternative investments.

Jirayr Kembikian is a CFP® with 13 years of industry experience, currently serving as an advisor at Citrine Capital, LLC since 2016. Based in San Francisco, CA, he holds Series 63 and Series 65 licenses and works within a team of five advisors. Citrine Capital serves individual and high-net-worth clients as well as small businesses, offering investment management alongside comprehensive financial planning and related services such as tax return preparation and estate planning reviews. The firm employs a diversified, tax-aware investment approach combining fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, managing accounts on a discretionary basis with regular monitoring and rebalancing.

Lawrence Hing is a financial advisor with Mission Creek Capital Partners, Inc., holding a Series 65 designation. He has been with Mission Creek since 2021, with prior experience at Aperio Group from 2016 to 2021. Mission Creek Capital Partners serves a diverse client base including family offices, trusts, executives, pension plans, and institutions by providing discretionary investment management, financial planning, and specialized services such as private equity distribution and portfolio transition management. The firm integrates quantitative tools with qualitative research and employs tax-aware, risk-managed investment strategies using both active and passive instruments.

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. 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.