Thomas Sepull is a financial advisor at Wealth & Tax Planners LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Private Client Services and Mutual Securities, Inc. Outside of advisory services, he owns and operates an insurance business focused on life and long-term care insurance. Wealth & Tax Planners LLC serves individual and high-net-worth clients, small businesses, and retirement plans, managing approximately $75 million across about 250 clients. The firm employs a scientific diversification approach based on Modern Portfolio Theory, offering comprehensive financial planning and portfolio management with both passive and active strategies.

Anna Miller is a financial advisor with Certified Planners, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has operated the Law Offices of A. Mari Miller since 1995 and has been with Certified Planners, Inc. since 1994. In addition to her advisory work, she is licensed as an insurance agent and provides insurance sales in conjunction with investment advisory services. Certified Planners, Inc. offers discretionary portfolio management, written financial plans, and consultations for individuals, trusts, estates, corporations, and ERISA retirement plan participants. The firm serves both everyday and higher-net-worth clients, employing a tactical asset allocation strategy with a focus on mutual funds, ETFs, and individual securities, while maintaining fiduciary responsibilities for retirement accounts.

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.

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.

Louis Dagen is a CFP® and ChFC® with 35 years of industry experience. He has been with Auspicious Financial Planning, LLC since 2018 and previously worked with Raymond James Financial Services from 2014 to 2018. He also owns a noninvestment-related support company. Auspicious Financial Planning provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical/charting analysis across a range of investment vehicles and strategies, managing approximately $278 million in assets.

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.

Dragos Georgescu is a financial advisor at Atlas Grove Capital LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes positions at Alta Via Capital and Insight Wealth Strategies, among others. Atlas Grove Capital LLC is a newly established SEC-registered investment adviser that provides discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, and other businesses. The firm focuses on growth-oriented equity strategies using fundamental, quantitative, and cyclical analysis across market capitalizations.

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.

Patrick Gaynor is a financial advisor with Alta Via Capital in Pleasanton, CA, holding a Series 65 credential and bringing 16 years of industry experience. His work history includes roles at Alta Via Capital and PTRC Investments dating back to 2013, as well as WESPAC Advisors, LLC since 2026. Alta Via Capital provides discretionary asset management and sub-advisory services to individuals, high-net-worth clients, and qualified retirement plans, often serving as an ERISA fiduciary. The firm offers growth-oriented investment strategies across various market capitalizations, uses fundamental and technical analyses, and manages customized portfolios with discretionary trading authority.

Jay Mehta is a financial advisor with Veraz Advisors in San Ramon, CA, holding a Series 65 credential and eight years of industry experience. He has held various roles including CEO of Urok Tax Planners and Veraz Insurance Solutions, as well as serving as an instructor for the Council of Financial Educators. Outside of financial advising, he is chairman of a family-owned physical therapy clinic and a senior partner in a consulting firm. Veraz Advisors manages approximately $110 million for about 150 clients, providing discretionary portfolio management, financial planning, and consulting services. The firm customizes investment strategies using equities, ETFs, and fixed-income securities, applying multiple analytical approaches and may engage third-party managers while maintaining ongoing client communication.

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.

Daniel Bowen is a financial advisor with Marathon Retirement Planning in Dublin, CA. He holds Series 65 and Series 66 licenses and has over 26 years of experience, including a long tenure at Armanino LLP. In addition to his advisory role, he is involved with DB Enterprises LLC. Marathon Retirement Planning offers investment management and comprehensive financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes customized portfolios with ongoing monitoring and uses a consultative approach that includes insurance distribution and referrals to select third-party managers.

David Godinez is a financial advisor with Oak Tree Securities, Inc. in Livermore, CA, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Oak Tree Securities since 2007 and concurrently serves as Vice President of QCS Financial Services. Outside of finance, he is the owner-operator of Ominous Burgers, a food sales business. Oak Tree Securities provides estate and financial advisory services to individuals, couples, executives, small business owners, and retirees. The firm emphasizes diversified portfolios with a non-discretionary approach, combining fixed income and equity investments, and serves primarily non-high-net-worth clients.

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.