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.

Corey Berla is a CFA charterholder with nine years of experience at Berla Investment Consulting. He has also worked as an Information Systems Analyst for the City of Walnut Creek since 2013, focusing on IT hardware and software related to server infrastructure. Berla Investment Consulting provides fiduciary investment consulting to a select client base including employee benefit plans, foundations, endowments, corporate funds, insurance companies, and high-net-worth individuals. The firm operates as a non-discretionary consultant emphasizing manager evaluation, performance measurement, and investment policy oversight, and it does not accept asset-based fees or manage individual portfolios.

Grant Carey is a financial advisor at Carey Wealth Management in San Ramon, CA, holding a Series 65 designation. He began his advisory career in 2025 and has prior work experience at Trek Bikes and PepsiCo. Carey Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering portfolio management, financial planning, and pension consulting with an individualized advisory process that includes discretionary management and regular account reviews.

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.

Jarrett Topel is a CFP® with 26 years of industry experience. He is a principal at Topel & DiStasi Wealth Management, LLC, where he has worked since 2017, following eight years at LPL Financial. In addition to his advisory role, he dedicates part of his time to non-variable insurance, including long-term care and group health. Topel & DiStasi Wealth Management serves individual and high-net-worth clients with asset management, comprehensive portfolio management, and standalone financial planning. The firm manages approximately $300 million on a discretionary basis, employing model allocations that range from conservative to aggressive and offering broad financial planning services beyond typical retail offerings.

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.

Jay Mehta is a financial advisor at Veraz Advisors with nine years of industry experience and holds a Series 65 designation. He has worked at Veraz Advisors since 2017 and also serves as CEO of Urok Tax Planners, LLC, in addition to being chairman of a family-owned physical therapy clinic. Mehta teaches courses through the Council of Financial Educators, where he has been an instructor since 2019. Veraz Advisors manages approximately $110 million on behalf of about 150 individual and high-net-worth clients. The firm offers discretionary portfolio management, financial planning, and consulting, applying a range of investment strategies tailored to client goals while utilizing equities, ETFs, and fixed-income securities.

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 with Blodgett Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and five years of industry experience. His prior experience includes roles at Mercer Advisors, Insight Capital Management, Fisher Investments, and Charles Schwab. Blodgett Wealth Advisors, LLC manages approximately $251 million for over 100 clients, serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multifaceted investment process incorporating various analytical methods and asset allocation strategies, offering discretionary portfolio management and financial planning services with a broad planning scope including corporate structure work and client trustee services.

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.

Andrew Dodds is a CFA® charterholder with five years of industry experience. He has worked at Crown Oak Advisors since 2020 and previously held positions at Baron Capital Management, Stanford Graduate School of Business, and Dodge and Cox. Crown Oak Advisors provides discretionary investment management and institutional consulting to individuals, trusts, estates, charitable organizations, endowments, and other institutions. The firm employs an equity-focused investment approach that combines fundamental, cyclical, and behavioral finance analysis to identify undervalued businesses for long-term ownership.

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.