Erin Little is a CFP® professional with four years of experience in the financial advisory industry. She is currently with Lafayette Square Financial Advisors, Inc., where she has worked since 2020. Prior to this, she held positions at Cetera and b8ta. Lafayette Square Financial Advisors offers discretionary investment management, financial planning, and consulting services to individuals, families, trusts, retirement plans, and corporations. The firm combines fundamental and technical analysis in its investment process and provides clients access to an estate-planning technology platform.

Daniel Quesada is a financial advisor with Oak Tree Securities, Inc. in Brentwood, CA, holding a Series 63 designation and 49 years of industry experience. He has been with Oak Tree Securities since 1986. Outside of his advisory role, he is involved in life insurance sales through Lakeview Financial on a commission basis. Oak Tree Securities provides estate and financial advisory services to individuals, couples, executives, small business owners, retirees, and fiduciary entities, focusing on diversified investment allocations managed on a non-discretionary basis without market timing.

Michael Ginsberg is a CFP® professional with 18 years of industry experience, currently operating as the sole advisor at Ginsberg Financial Strategies in Walnut Creek, CA. He previously spent 11 years at East Bay College Planning and has been an independent insurance agent since 2005. He serves as the treasurer and a board member of the Glen Cove Harbor Homeowners Association. Ginsberg Financial Strategies provides portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm typically manages assets on a non-discretionary basis using model portfolios and third-party money managers, with client accounts reviewed at least annually or as needed.

Michael Lahl is a CFP® and ChFC® with 18 years of industry experience, currently serving as a financial advisor at Vista Advisor Group, LLC since 2020. He previously worked at SGC Financial Services, Securian Financial Services, and Minnesota Life Insurance Co. for a decade. In addition to his advisory role, he is an independent insurance agent involved in insurance sales. Vista Advisor Group, LLC provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, managing over $314 million in assets. The firm offers comprehensive portfolio management, financial planning, and retirement consulting with a fiduciary approach that emphasizes client goals and risk tolerance.

Ryan Aguiar is a financial advisor at Arbor Wealth Management with seven years of industry experience. He holds a Series 66 designation and has worked at Arbor Wealth Management since 2018, with previous experience at FSC Securities Corporation and UCSC. Outside of advisory work, he is involved in selling fixed insurance products as part of his role at Arbor. Arbor Wealth Management serves individual clients, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm uses a combination of fundamental and technical analysis with a focus on strategic long-term investing and offers both discretionary and non-discretionary portfolio management through its Vision 2020 Wealth Management Platform.

Alexander Gannett is a financial advisor at Park Place Wealth Advisors, Inc. He holds a Series 66 designation and has been in the industry since 2025. His prior work experience includes roles at Persefoni AI Inc., Environmental Resources Management Inc., and educational institutions such as Noble Network of Charter Schools and Christ the King Catholic School. Park Place Wealth Advisors is a small, two-advisor registered investment adviser that offers asset management, financial planning, and referrals to third-party money managers for individual and high-net-worth clients. The firm provides non-discretionary managed accounts using a wrap-fee Wealth Management Platform and employs various analytical methods to tailor portfolios to client objectives.

Melissa Tiscareno is a CFP® professional with four years of industry experience, currently serving at Bradley & Company Private Wealth Management, LLC. She has been with the firm, based in Concord, CA, since 2010. Bradley & Company Private Wealth Management provides discretionary and non-discretionary investment management, financial planning, and advisory services primarily to individuals, including high net worth clients, as well as small businesses. The firm emphasizes customized asset allocation tailored to clients’ financial situations and maintains ongoing portfolio oversight with a focus on long-term investment strategies.

Landon Blodgett is a financial advisor at Blodgett Wealth Advisors, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Mercer Advisors, Insight Capital Management, Fisher Investments, and Charles Schwab. Blodgett Wealth Advisors, LLC manages approximately $251 million for about 103 clients, serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a multi-method investment process and a variety of asset allocation strategies tailored to client objectives.

Phillip Dutra is a financial advisor at Arbor Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has worked at Arbor Wealth Management since 2016, with prior experience at Fsc Securities Corp and OSAIC. Outside of his advisory role, Dutra participates in tournament bass fishing and works occasionally as a fishing guide. Arbor Wealth Management serves individual clients, including high-net-worth individuals, as well as pension plans, trusts, estates, and business entities. The firm emphasizes strategic long-term investing combined with tactical adjustments, employing portfolio management tools and periodic account reviews.

James Kopas is a Series 65-licensed financial advisor with Pring Turner Capital Group, Inc., where he has worked since 2009. He has 15 years of industry experience. Pring Turner Capital Group provides discretionary and non-discretionary investment management and financial planning services to individuals, trusts, corporations, foundations, and retirement plans. The firm uses an active asset-allocation approach based on proprietary business-cycle models, focusing on quality, value, and income in conservative portfolios.

Gregory Vogel is a financial advisor at GKV Capital Management Co Inc with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with GKV Capital Management since 2002. GKV Capital Management provides discretionary portfolio management to individual and institutional clients, integrating held-away retirement and education accounts into its oversight. The firm employs a combined top-down and bottom-up research approach, tailoring portfolios to client objectives with an emphasis on long-term holdings alongside active timing and review.

Michael Hansen is a CFP® with 24 years of industry experience, currently serving at Monvia Financial L.P. since 2019. His prior roles include positions at Whitehall-Parker Securities, Frontier Wealth Strategies, and Buttonwood Financial. Outside of his advisory work, he is involved in community and nonprofit activities, including serving as a Director at Large and Head of the Investment Committee for Aldersly, a Danish assisted living community center, and as a board member for Fountain Springs HOA. He also advises the founder and executive team of Happioh on fundraising strategies. Monvia Financial L.P. provides individualized financial planning, portfolio management, and ERISA retirement-plan advisory services primarily to individual clients and plan sponsors. The firm integrates documented investment policies with fundamental, technical, and cyclical analysis, offering both discretionary and non-discretionary management alongside ongoing financial planning engagements.

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.

Bridget Harkins is a CFP® with 12 years of industry experience and is currently an advisor at Wheels Up Wealth, Inc., where she has worked since 2020. Prior to that, she spent three years at Dimensional Fund Advisors LLC. Wheels Up Wealth serves individual and high-net-worth clients by providing comprehensive financial planning and discretionary investment management, using a long-term, passive investment approach grounded in Modern Portfolio Theory. The firm integrates held-away assets into its portfolio management through third-party aggregation and employs automated rebalancing for certain client segments.

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.

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.

Dmitriy Bolotnyy is a financial advisor at Naylor & Company with nine years of industry experience. He holds the Series 65 designation and has worked at Naylor & Company since 2017. Prior to his advisory role, he spent five years at Irth Communications. Outside of finance, Dmitriy composes music through a business called Shortcake Music and manages a fruit orchard in New York named Velvet Earth Farm. Naylor & Company provides investment advice, portfolio management, and financial planning to individuals, families, and institutions. The firm’s investment approach combines fundamental and technical analysis with a focus on small- and mid-capitalization and cyclical companies, tailoring portfolios to client objectives using a variety of asset types.

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.

Matthew Grishman is a financial advisor at Gebhardt Group, Inc with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at 401K Masters, LLC from 2014 to 2019. Gebhardt Group serves individual clients, trusts, estates, charitable organizations, and retirement plans by providing discretionary investment management alongside financial planning and consultation. The firm emphasizes risk management through an actively managed, trend-following strategy that combines fundamental and proprietary quantitative analysis, with portfolio authority primarily discretionary and accounts reviewed at least quarterly.