Willard Folsom is a financial advisor with Castle Rock Wealth Management, LLC in Walnut Creek, CA, holding a Series 66 designation and 12 years of industry experience. He previously worked at Merrill Lynch from 2013 to 2018 and has been involved with Castle Rock Wealth Management since 2018. Outside of advising, Folsom owns and manages a corn farm and is an investor in a sales training video game company and a private retail club. Castle Rock Wealth Management serves individuals, trusts, estates, and business entities, managing approximately $521.8 million across about 1,882 clients. The firm employs a combination of fundamental and technical analysis with active trading strategies, offering comprehensive portfolio management and financial planning through a team of eight advisors.

Michael Holbrook is a CFP® professional with 35 years of industry experience, currently serving as an advisor at Southland Equity Partners, LLC. His prior work includes 16 years at Fsc Securities Corporation and ongoing roles at Atandard since 1992. He also owns Diablo Benefit Group, a sole proprietorship focused on employee benefits and insurance sales. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, and retirement plan consulting. The firm utilizes a combination of fundamental and technical analysis to create customized portfolios, primarily managing accounts on a discretionary basis.

Sonia Von Berg is a financial advisor at Osborne Partners with a Series 65 designation and one year of industry experience. She has been with Osborne Partners Capital Management, LLC since 2011. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities, offering personalized, actively managed investment portfolios and integrated financial planning. The firm also serves as a sub-adviser to unaffiliated advisers and sponsors an affiliated private pooled investment vehicle.

Sydney Kovacs is a financial advisor at Burton Enright Welch with five years of industry experience. She holds a Series 65 designation and has previously worked at Consilium Wealth Management and Cutting Edge Counsel. Early in her career, Kovacs was involved with Walnut Creek Presbyterian Church. 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 through a disciplined, four-step process and acts as a fiduciary across approximately 612 client relationships with about $1.55 billion in assets under management.

Richard Speed is a financial advisor at McClurg Capital Corporation with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McClurg Capital since 1998. In addition to his advisory role, he has worked as a history professor at California State University since 1992. McClurg Capital provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, IRAs, endowments, and charitable organizations. The firm constructs customized portfolios for each client, emphasizing asset-class diversification, bond laddering, and tactical cash management, with daily oversight and quarterly performance reporting.

Diane Bourdo is a CFP® professional with 30 years of industry experience. She has worked at The Humphreys Group from 1989 to 2025 before joining Treehouse Wealth Advisors, where she is part of a five-advisor team. Treehouse Wealth Advisors provides discretionary and non-discretionary portfolio management, financial consulting, and comprehensive wealth planning to individual and high-net-worth clients. The firm’s investment process incorporates technical and fundamental analysis and offers estate, tax-integrated planning, family philanthropy, and trustee oversight services.

Michael Worthington is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Stonebridge Financial Group since 2026 and previously spent a decade with Equitable Advisors and AXA-Advisors. 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 applies a combination of quantitative and qualitative analysis and uses a variety of investment vehicles, managing approximately $896 million in discretionary assets.

Christopher Atkeson is a financial advisor with Delta Investment Management, LLC in San Francisco, holding a Series 65 designation. He joined Delta in 2026 after seven years at Badger Meter and prior experience at Southern Glazer's Wine & Spirits and UC Berkeley. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and serves as a subadvisor to other advisory firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning into its asset management services.

Michael Sondag Jr. is a financial advisor at Main Street Research LLC with one year of industry experience. He holds a Series 65 credential and has been with Main Street Research since 2020. The firm manages approximately $2.38 billion for about 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutional clients. Main Street Research employs a multi-advisor approach, combining fundamental, quantitative, and technical analysis to build discretionary portfolios primarily using individual securities, with selective ETF use and ESG factor scoring for clients who request it.

Anthony Smith is a CFP® with six years of industry experience, currently serving as a financial advisor at Secure Investment Management, LLC. His prior experience includes roles at Lodestar Private Asset Management and JW Harrison Financial Inc. He is also licensed as a life insurance agent, providing insurance solutions to clients as needed. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning and discretionary portfolio management with a quantitative, factor-based investment approach centered on long-term, diversified allocations using low-cost funds and tailored portfolio strategies.

Jason Rodnick is a CFA® charterholder with 15 years of industry experience. He has worked at Osborne Partners Capital Management, LLC since 2018 and previously spent eight years at Raub Brock Capital Management, LP. He is based in San Francisco, CA. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities. The firm offers personalized, actively managed investment portfolios combined with integrated financial planning and serves as a sub-adviser to unaffiliated advisers while sponsoring an affiliated private pooled investment vehicle.

Thomas Vogelheim is a financial advisor with Fiduciary Financial Group, LLC, based in San Rafael, CA, bringing 21 years of industry experience. He is also the sole shareholder of FFG Law, a law firm, and an owner and partner at Cooper & Vogelheim, LLP, a CPA firm. Vogelheim divides his professional time among financial advising, legal services, and accounting. Fiduciary Financial Group is a fee-based advisory firm managing over $1 billion for individuals, high-net-worth households, and retirement plan sponsors. The firm offers a range of services including discretionary asset management, ongoing financial planning, ERISA plan services, and private placement advice, using a research approach that combines fundamental, technical, and cyclical analysis with a variety of investment strategies.

Amy Thacher is a CFP® with nine years of industry experience. She has been with Blume Capital Management, Inc. since 2015. Blume Capital Management provides discretionary investment management and standalone financial planning to individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, charitable foundations, and private investment funds. The firm emphasizes a long-term, value-oriented equity approach combined with diversified asset allocation and uses a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments for qualified clients.

Matthew Robbins is a financial advisor at Frec with Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Quid Capital Group Holdings, LLC, SunTrust Robinson Humphrey/Truist Securities, and held various roles including positions at Santa Clara University and Carta. Frec Advisers provides automated, software-based investment advisory services through its web and mobile platform, serving retail and entity clients who open brokerage accounts with its affiliate. The firm focuses on discretionary portfolio management using direct indexing, tax-loss harvesting, hedging with options, and tax-aware strategies, delivering services primarily through automated monitoring rather than traditional advisor-led interactions.

Ian Mcleod is a CFP® with 21 years of industry experience and is currently with Sustainable Advisors Alliance LLC, where he has worked since 2026. He previously worked at Impact Investors, Inc. for eight years and Communitas Financial Planning Inc. for six years. Ian holds a Series 66 license and is based in San Francisco, CA. Sustainable Advisors Alliance LLC is a team-based firm that provides portfolio management, financial planning, annuity management, and employee benefit plan services to individuals, retirement plans, corporations, and nonprofits. The firm specializes in sustainable, responsible, and impact investing using ESG criteria, combining active and passive strategies and direct indexing to align portfolios with client goals and preferences.

Dylan Mann is a Series 65 registered advisor at Liberty Wealth Management, LLC with two years of industry experience. Prior to joining Liberty Wealth Management in 2024, he was affiliated with 680 Water Polo and attended UC Davis and Las Lomas High School. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, employing a blend of centrally developed models and Adviser Representative strategies. The firm also offers 529 planning, consulting, and educational seminars, and is notable for its affiliated professional businesses and access to private fund opportunities.

Nicholas Atkeson is a financial advisor with Delta Investment Management, LLC in San Francisco, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Delta since 2008 and was previously with US Capital Wealth Management, LLC from 2016 to 2018. Delta Investment Management provides discretionary investment management and consulting to individuals, institutions, trusts, and pension plans, and also serves as a subadvisor to other advisory firms. The firm offers a range of strategies including ETF-based tactical rotation, concentrated equity mandates, and alternative investments, integrating financial planning into its asset management services.

Michael Lent is a financial advisor at Veris Wealth Partners, LLC in Oakland, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Veris Wealth Partners since 2007. Lent serves as a trustee of The Edward Hazen Foundation and has held board positions on nonprofit organizations including Lotus Fine Arts, Inc. and CISPES Education Fund. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing discretionary and non-discretionary investment management, OCIO services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies with an emphasis on ESG analysis and an Inclusion and Belonging framework.

Daniel Murray Jr. is a financial advisor with Mirador Capital Partners in Larkspur, CA. He holds a Series 66 designation and has 14 years of industry experience, including 11 years with Mirador Capital Partners. Mirador Capital Partners provides portfolio management, financial planning, and retirement consulting services to individuals, trusts, pension and profit-sharing plans, and small businesses. The firm employs a top-down fundamental investment approach supplemented by technical analysis and manages a range of proprietary strategies across various asset classes.

Melissa Jones is a CFA® charterholder with three years of industry experience. She currently works at Osborne Partners and has prior experience at Iconiq, Jordan Park Group LLC, CNR Securities LLC, and Loomis Sayles. Osborne Partners Capital Management provides discretionary and non-discretionary investment management and integrated financial planning to a wide range of clients, including individuals, families, trusts, foundations, endowments, corporations, and retirement plans. The firm emphasizes actively managed, globally diversified multi-asset portfolios tailored to client-specific guidelines and employs strategies such as individual bonds, alternative instruments, hedging, and performance-based fee arrangements.