Mark Pingree is a CFP® professional with 11 years of experience in financial advising. He has been with Fog City Advisors, LLC since 2017 and previously worked at Carlson Financial Advisors for one year. Fog City Advisors is a fee-only firm offering holistic financial planning and investment management to individuals, families, trusts, non-profits, and business entities. The firm uses a long-term, strategic asset allocation approach based on Modern Portfolio Theory, employing broadly diversified, low-cost funds with discretionary trading authority to implement agreed investment policies.

Landon Spring is a financial advisor at MultiPolar Capital LLC with Series 65 and Series 66 credentials and two years of industry experience. Prior to joining MultiPolar Capital, he worked at Graphene Capital and held various roles in sectors including logistics, health, and rare wines and spirits, as well as early positions at Morgan Stanley and Citigroup Global Markets. MultiPolar Capital LLC provides discretionary investment management to individuals, retirement accounts, trusts, and various legal entities using a single MultiPolar Portfolio (MPP) strategy. The firm's approach combines fundamental, thematic, and quantitative analysis across multiple asset classes with a rolling two-year investment horizon, and it serves clients through a fee-only model focused solely on portfolio management.

David Sylvester is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. He is currently with CAVU Wealth Advisors, LLC in Walnut Creek, CA, where he has worked since 2026. Prior to that, he was employed at Blue Trust from 2023 to 2026 and previously at Cavu Wealth Advisors from 2009 to 2023. CAVU Wealth Advisors provides investment management and financial planning primarily to individual clients, including high-net-worth households, as well as small and medium institutional accounts. The firm delivers comprehensive wealth management through a disciplined, Investment Policy Statement–driven process, utilizing broadly diversified portfolios across multiple asset classes with an emphasis on tax-aware strategies and long-term allocation discipline.

Daniel Gannett is a financial advisor with Park Place Wealth Advisors, Inc. in Orinda, CA, holding a Series 66 designation and bringing 19 years of industry experience. His prior roles include positions at Osaic Wealth, Inc. and Securities America, Inc. Outside of his advisory work, he serves as president of the Camp Timberwolf Improvement Committee, a nonprofit scouting wilderness camp board. Park Place Wealth Advisors is a two-advisor firm providing asset management, financial planning, and referrals to third-party money managers for individual and high-net-worth clients. The firm typically manages accounts on a non-discretionary basis, tailoring portfolios using various analytical methods and delivering services through a wrap-fee Wealth Management Platform.

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.

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.

Jason Draut is a CFP® with 11 years of industry experience, currently serving as an advisor at Harborlight Investments, LLC since 2016. Prior to this, he worked at Wynn Capital Management from 2014 to 2016. Harborlight Investments serves individual investors, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm combines discretionary portfolio management with an automated advisory program, focusing on ETFs and no-load mutual funds, and employs both long- and short-term trading strategies alongside pension consulting services.

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.

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.

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.

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 CFP® with 13 years of industry experience, currently serving as an advisor at Insight Capital Management in Concord, CA. He has previously worked at firms including Independent Financial Group, Arkadios Capital, and AccuVest Global Advisors. Outside of advisory work, he is an agent providing term life insurance to clients. Insight Capital Management is an SEC-registered advisory firm that serves individual and high-net-worth clients, trusts, and foundations, managing approximately $330 million across about 374 client relationships. The firm offers discretionary and non-discretionary portfolio management, financial planning, and educational seminars, tailoring investment strategies to client goals using fundamental and technical analysis with quarterly account 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.

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.

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.