Shantnu Chandel is a financial advisor at InverseWealth LLC with one year of industry experience. His prior work includes positions at Block Inc., Facebook/Meta, Google Inc., and PepsiCo. Outside of advising, he is involved in fintech enterprise risk management at Block Inc. InverseWealth LLC provides comprehensive financial planning and discretionary portfolio management to individual and high-net-worth clients, using proprietary quantitative investment models and primarily ETF allocations governed by trend-following rules. The firm emphasizes active management with a focus on model-driven strategies and periodic performance reporting.

Thomas Kopas is a financial advisor at Pring Turner Capital Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pring Turner since 2002. Pring Turner Capital Group provides fee-only investment advisory and financial planning services to individuals, trusts, corporations, foundations, and other entities. The firm uses an active asset-allocation process based on a proprietary business-cycle framework called the “Six Stages” and manages portfolios with an emphasis on quality, value, income, and capital preservation.

Ka Ki Leung is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Beyond Financial Services. He has worked previously at Millar Financial Group and Raymond James Financial Services. Beyond Financial Services offers investment advice and financial planning to individuals and families, including high-net-worth clients, trusts, estates, special needs trustees, conservatorships, and non-profit organizations. The firm emphasizes non-discretionary portfolio management, requiring client approval for all recommendations, and integrates services related to special-needs planning and conservatorships.

Joseph Wallace is a CFP® and holds a Series 66 designation with 13 years of experience in financial advising. He is the principal of Wallace Advisory Group, LLC, where he has worked since 2015. Wallace also leads Wallace Financial & Insurance Solutions and is a registered representative with M Holdings Securities. Wallace Advisory Group provides asset management, comprehensive portfolio management, and standalone financial planning and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment approach that includes asset allocation, fundamental, quantitative, and qualitative analysis, and utilizes third-party sub-advisors to manage client portfolios.

Brody Martinez is a CFP® professional with four years of experience, currently serving at BayBridge Capital Group, LLC. Prior to joining BayBridge, he worked at Lawrence Livermore National Laboratory. BayBridge Capital Group, LLC provides discretionary asset management and integrated financial planning to individuals, businesses, and retirement plans. The firm emphasizes diversified portfolios with mutual funds and ETFs, fundamental analysis, and offers ERISA-focused advisory services alongside individual wealth management.

Angelica Kangas is a Certified Financial Planner® with 16 years of industry experience, currently serving at Certified Planners, Inc. in San Ramon, CA. She holds a Series 65 license and has been with the firm since 1995. In addition to her advisory role, she is individually licensed as an insurance agent and provides insurance sales alongside investment advisory services. Certified Planners, Inc. offers discretionary portfolio management through its AIM program, financial planning, and consultations to individuals, trusts, estates, corporations, and ERISA retirement plan participants. The firm employs a tactical asset allocation approach with daily monitoring and serves both everyday and high-net-worth clients.

Anthony Pontes is the sole advisor at Marathon Retirement Planning in Dublin, CA, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Arkadios Capital and Investment Architects, Inc. Pontes is also a licensed insurance agent and serves as a trustee of a family estate. Marathon Retirement Planning primarily serves individual investors along with qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management and comprehensive financial planning, often incorporating third-party money managers and insurance products.

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.

Amber Jenkins is a Series 65-licensed financial advisor at Secure Retirement Financial & Insurance Services Corp. with two years of industry experience. Her prior work includes roles at Sieva Networks and ongoing service within the Secure Retirement Financial firms since 2017. Secure Retirement Financial & Insurance Services Corp. manages approximately $92.4 million for a range of clients including individuals, pensions, trusts, and charitable organizations. The firm offers actively managed investment strategies tailored to clients’ goals and risk tolerance, with a focus on portfolio management, financial planning, and retirement account advice.

James Salter is a financial advisor at Blossom Wealth Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Blossom Wealth Management since 2009, following nine years at KW Securities Corporation. In addition to his advisory role, Salter is an independent insurance agent specializing in term and life insurance products. Blossom Wealth Management provides discretionary portfolio management, financial planning, retirement plan consulting, and multi-generation family office services to individuals, families, corporations, retirement plans, and charitable institutions. The firm manages a substantial asset base with a small team, employing a range of investment strategies including ETFs, mutual funds, and options, while also offering tailored financial planning and family office services.

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.

Richard Morey is a financial advisor with Secure Retirement Financial & Insurance Services Corp. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Secure Retirement Financial & Insurance Services Corp. since 2004. In addition to his advisory role, he is a licensed insurance agent offering insurance products such as annuities, long-term care, and life insurance. Secure Retirement Financial & Insurance Services Corp. manages approximately $92.4 million for individuals, pensions, trusts, and charitable organizations, providing portfolio management, financial planning, and retirement account advice. The firm offers actively managed investment strategies tailored to clients’ goals and risk tolerance and operates a referral program for independent advisers.

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.

James Gebhardt is a CERTIFIED FINANCIAL PLANNER™ professional with 30 years of industry experience. He is the principal of Gebhardt Group, Inc., where he has worked since 2005. Prior to that, he held roles at Integrity Alliance LLC and 401K Masters, LLC. Gebhardt also operates as an independent insurance agent, focusing on fixed insurance products. Gebhardt Group provides discretionary investment management and financial planning services primarily for individuals, trusts, estates, charitable organizations, and retirement plan participants. The firm employs an actively managed, trend-oriented “Protected Growth” strategy and serves a high-net-worth clientele through coordinated planning and multiple custodial and third-party platforms.

Faraz Sattar is a financial advisor with Accretive Wealth Management, LLC in San Ramon, CA. He holds a Series 65 designation and has 13 years of industry experience, having been with Accretive Wealth Management since 2012. Accretive Wealth Management provides investment management, financial planning, and pension consulting to individuals, including high-net-worth clients, as well as small business and institutional clients. The firm uses multiple methods of analysis and manages exposure across public and private markets, with a particular focus on private placements, private equity, private real estate, private debt, hedge funds, REITs, and qualified opportunity zone investments.

Kevin Batstone is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has been with Baybridge Capital Group, LLC since 2016 and previously worked at Infinity Financial Services. In addition to his advisory role, he operates as a sole proprietor and is an insurance agent. Baybridge Capital Group, LLC provides discretionary asset management and integrated financial planning for individuals, businesses, and retirement plans, including ERISA-focused services. The firm builds diversified portfolios primarily using mutual funds and ETFs, employs fundamental analysis, and offers fiduciary advisory services such as ERISA 3(21) and 3(38) roles.

Tejpartab Anand is a financial advisor at Accretive Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked as a derivatives trader and in financial services roles at OneAmerica and Cornerstone Financial Partners. Anand has been with Accretive Wealth Management since 2021. Accretive Wealth Management serves individual, small business, and institutional clients by offering investment management, financial planning, and pension consulting services. The firm employs analytical approaches including charting, fundamental, technical, and cyclical analysis, and manages portfolios on both discretionary and non-discretionary bases.

Joseph Fuqua is a Series 65-licensed financial advisor at Granite Capital with 19 years of industry experience. He has been with Granite Capital Management since 2000 and has previous experience at Banc of America Securities. Granite Capital Management is an independent advisory firm managing approximately $315 million for about 76 clients. The firm offers discretionary portfolio management and wealth management services to individuals, institutions, and charitable organizations, with an investment approach that emphasizes diversified equity exposure, fixed-income holdings, and a combination of fundamental and technical analysis.

Scott Berg is a financial advisor at Insight Capital Management with 42 years of industry experience. He holds a Series 63 designation and has worked at firms including Resource Investment Architects, Inc. and Arkadios Wealth. Outside of his advisory role, Berg is a martial arts instructor. Insight Capital Management is an SEC-registered advisory firm serving individual and high-net-worth clients, trusts, and foundations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and educational workshops, tailoring investment strategies to clients’ goals and risk tolerance using a combination of fundamental and technical analysis.

Patricia Williams is a CFP® with 39 years of industry experience, currently serving as an advisor at Silicon Private Wealth, LLC in Fremont, CA. She has worked at Purshe Kaplan Sterling Investments and Silicon Private Wealth since 2016. In addition to her advisory role, she holds insurance licenses and performs insurance reviews and variable annuity discussions for clients. Silicon Private Wealth, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $177.8 million in assets. The firm employs a range of investment strategies and analysis methods and offers both discretionary and non-discretionary management services.