Adam Spiegelman is a CFP® with 25 years of experience in the financial services industry. He is a principal at Spiegelman Wealth Management, Inc. and has prior experience at Commonwealth Financial Network and Northwestern Mutual in various roles spanning over a decade. Spiegelman Wealth Management, Inc. provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm manages portfolios using mutual funds, ETFs, stocks, and bonds based on fundamental analysis and client-specific asset allocation.

Devin Blodgett is a CFP® with 12 years of industry experience, currently serving as an advisor at Blodgett Wealth Advisors, LLC since 2021. Prior to this, he worked at Intersect Capital LLC for six years. Blodgett Wealth Advisors manages approximately $251 million for a diverse client base including individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-method investment process and offers discretionary portfolio management alongside comprehensive financial planning and retirement consulting.

Dustin Blodgett is a CERTIFIED FINANCIAL PLANNER™ with 13 years of industry experience, currently serving at Insight Capital Management. His prior roles include positions at Independent Financial Group, Arkadios Capital, and AccuVest Global Advisors. In addition to his advisory work, he is licensed to provide term life insurance to clients. Insight Capital Management is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as trusts and foundations. The firm manages approximately $330 million across 374 client relationships, offering discretionary and non-discretionary portfolio management, financial planning, and educational workshops using a combination of fundamental and technical analysis.

Cynthia Miller is a CFP® and holds a Series 63 license with three years of industry experience. She is currently with Greykasell Wealth Strategies, Inc. and previously worked at Northwestern Mutual Wealth Management Company and related entities from 2019 to 2024. Outside of her advisory roles, she has been involved with local swim teams. Greykasell Wealth Strategies serves high-net-worth individuals, retirement plans, trusts, and businesses, providing both discretionary and non-discretionary investment management alongside financial and retirement plan consulting. The firm emphasizes strategic asset allocation through globally diversified portfolios and favors long-term, disciplined investing with regular performance reviews.

John Miller is a financial advisor at Park, Miller, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Park, Miller since 2008. Park, Miller, LLC is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and fiduciary clients such as pension plans, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and, upon request, offers financial planning and consulting services, using a range of investment strategies and conducting due diligence on private investments for qualified investors.

Alec Smidt is a financial advisor at Bass Rocks Asset Management with a Series 65 designation and one year of industry experience. Prior to joining Bass Rocks, he worked in marketing and other roles including at Full Throttle Marketing and XYZ LLC. Bass Rocks Asset Management provides discretionary portfolio management and subadvisory services primarily to individual and high-net-worth clients, focusing on equities, ETFs, and options-related strategies. The firm manages accounts on a discretionary basis and prepares individualized investment policy statements.

Thomas Kopas is a financial advisor at Pring Turner Capital Group with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Pring Turner since 2002. Pring Turner Capital Group provides discretionary and non-discretionary investment management and financial planning to a range of clients including individuals, family trusts, corporations, and plan sponsors. The firm uses an active asset-allocation process based on a proprietary business-cycle framework and focuses on conservative, balanced portfolios emphasizing quality, value, and income.

Matthew Kelmon is a financial advisor at Bass Rocks Asset Management with 25 years of industry experience. He holds Series 65 and Series 63 registrations. His prior work includes roles at Backshore Asset Management, Insperex LLC, Blue Investment Partners, and 2344, LLC. Outside of his advisory work, he serves as an outside advisor for Flourish Capital, an early-stage venture investing firm supporting startup entrepreneurs. Bass Rocks Asset Management provides discretionary portfolio management and subadvisory services primarily to individual and high-net-worth clients. The firm focuses on equities, ETFs, and options-related strategies while managing accounts on a discretionary basis with documented risk tolerance and time horizons.

Ronald Hunt is a financial advisor at Hunt Wealth Management in Concord, CA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sowell Financial Services, LLC and Concert Wealth Management, Inc. since 2017, he has been with Hunt Wealth Management. Hunt Wealth Management provides discretionary investment advice and portfolio management to individual clients, tailoring recommendations based on each client’s financial profile. The firm manages approximately $110 million in discretionary assets for about 180 clients and focuses on diversified portfolios with an emphasis on limiting transaction costs and tax impacts through infrequent trading.

Ann Fleming is a CFP® with 8 years of industry experience, currently serving at Fleming Financial Advising and owning i2 Financial Planning, a financial education company. She has worked at Fleming Financial Advising since 2000 and founded i2 Financial Planning in 2025, dedicating a portion of her time to this educational endeavor. Fleming Financial Advising primarily serves individual clients with fee-only financial planning and portfolio management under a fiduciary standard. The firm emphasizes goal- and risk-focused investment strategies, individualized portfolios, and maintains a small advisory team with credentialed planners.

Daniel Hawley is a CFP® professional with 43 years of industry experience. He is the principal of Hawley Advisors in Walnut Creek, CA, where he has worked since 2005. Prior to founding Hawley Advisors, he spent seven years at Foothill Securities, Inc. Hawley Advisors offers personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm primarily serves individual and high-net-worth clients, employing a strategic asset allocation approach based on Modern Portfolio Theory, with investments mainly in no-load or load-waived mutual funds and exchange-traded funds.

Harold Lowe is a financial advisor with Monvia Financial L.P. in Walnut Creek, CA, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Whitehall-Parker Securities, Lincoln Financial Securities, and his own consulting and insurance businesses. Outside of advising, he provides consulting services to political candidates and non-profit organizations and is involved in community outreach through his marketing support work at Lowe Consulting Group. Monvia Financial L.P. offers individualized financial planning, portfolio management, and ERISA retirement-plan advisory services to individuals, high-net-worth households, and plan sponsors. The firm combines fundamental, technical, and cyclical analysis within documented investment policy statements and provides both fiduciary retirement-plan support and traditional wealth management.

Jarrett Brady is a financial advisor at Pursue Wealth Partners, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Kingswood Capital Partners, J Alden Associates Inc., and Raymond James & Associates. He is also CEO of White Rabbit Cap, Inc., an entity related to Pursue Wealth Partners for legal and accounting purposes. Pursue Wealth Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $243 million in assets, offering customized, primarily long-term investment strategies that incorporate fundamental and technical analysis, using a range of investment vehicles including mutual funds, ETFs, equities, bonds, options, and alternative investments.

Ian Tongol is an advisor at Investment Growth Management, Inc. with one year of industry experience. His prior work history includes positions at Armanino LLP, Century Group, and Robert Half. Outside of his advisory role, he is also involved with ECA Marketing. Investment Growth Management provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth households, as well as business retirement-plan sponsors and participants. The firm focuses on long-term, diversified portfolios combining equities, fixed income, mutual funds, and individual securities, and offers additional services such as personal cash-flow tracking and educational presentations.

Adam Bagherian is a CFP® with 14 years of experience in financial advising. He is a principal at Arbor Wealth Management in Walnut Creek, CA, where he has worked since 2016. He is also pursuing CPA credentialing and is involved in maintaining and managing short-term rental properties independent of his advisory role. Arbor Wealth Management serves individual clients, trusts, estates, and business entities by providing investment advisory and financial planning services. The firm employs a strategic long-term investment approach supplemented by tactical adjustments, utilizing risk-tolerance assessments and advanced portfolio management tools.

Karen Medford is a CFP® with eight years of experience at Fleming Financial Advising in Walnut Creek, CA. She has been with the firm since 2009 and holds a Series 65 license. Fleming Financial Advising serves individual clients with fee-only financial planning and portfolio management under a fiduciary standard, focusing on later-life planning and survivor-transition work. The firm emphasizes goal- and risk-focused investment strategies using diversified pooled vehicles and fixed-income instruments, managing most accounts on a discretionary basis with individualized portfolios rather than model portfolios.

William Lahl is a financial advisor at Vista Advisor Group, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Vista Advisor Group since 2020 and at Cetera Advisor Networks LLC since 2013. Outside of his advisory role, he serves as a speaker and instructor for the Retirement Planning Today program, which provides general retirement education. Vista Advisor Group offers investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, managing over $314 million in assets. The firm emphasizes a fiduciary, client-centered approach with personalized portfolio management and comprehensive planning services, supported by a high client-to-advisor ratio and a wrap fee program.

Kory Swekla is a CFA® charterholder with 25 years of industry experience and has been with Ascension Wealth Partners, LLC since 2008. He holds the Series 65 license and is based in Pleasant Hill, CA. Ascension Wealth Partners provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm manages approximately $127.8 million for 43 client households, focusing on broad global diversification primarily through indexed and tax-managed mutual funds and ETFs, guided by personalized Investment Policy Statements.

Michael Sappington is a financial advisor with Ascension Wealth Partners, LLC in Pleasant Hill, CA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Ascension Wealth Partners since 2008. Ascension Wealth Partners provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm manages approximately $127.8 million for 43 client households, focusing on broadly diversified portfolios using registered mutual funds and exchange-traded funds, with an emphasis on indexed and tax-managed funds.

Alexander Tsuruda is a financial advisor at D & T Financial Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at D & T Financial Advisors since 2025, as well as at Downs & Tsuruda, Inc. since 2020. In addition to his advisory role, he operates a tax accounting firm, Jackson Downs & Tsuruda CPA's, where he prepares individual and entity tax returns and provides bookkeeping services. D & T Financial Advisors provides discretionary investment management and retirement plan advisory primarily for individuals, including high net worth clients, as well as trusts, qualified retirement plans, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach focusing on diversified, low-turnover, passively managed asset-class funds with a buy-and-hold strategy.