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 Series 65-licensed advisor with Alta Via Capital in Dublin, CA. He has 16 years of industry experience, including roles at PTR Partners, LLC, PTRC Investments, and Alta Via Capital, where he has worked since 2013. Alta Via Capital provides discretionary asset management and sub-advisory services to individuals, high-net-worth clients, and qualified retirement plans. The firm focuses on growth-oriented equity strategies across market capitalizations and employs fundamental, technical, charting, and cyclical analysis, offering customized portfolio management and subadvisory solutions.

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.

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 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.

Junmin Chang is a financial advisor at Cannon Beach Financial Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with Cannon Beach Consultants Inc since 2006. Outside of his advisory role, Chang is the managing partner and president of Redwood Investments - Tiger Investment Group, where he serves on the investment committee and acts as treasurer for the investment club. Cannon Beach Financial Advisors provides investment management, financial planning, and consulting services to individuals, high net worth clients, and small businesses. The firm employs a dual-strategy investment approach utilizing both core and active management techniques, supported by fundamental, technical, quantitative, and qualitative analysis.

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.

Victor Valle is a financial advisor at Veraz Advisors with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Winans Investments and Comerica Securities. Outside of finance, he serves as president of a youth baseball league and is involved in businesses related to sport nutrition supplements and freight brokerage. Veraz Advisors manages about $110 million for approximately 150 individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and consulting. The firm employs customized investment strategies using equities, ETFs, and fixed-income securities, often applying Modern Portfolio Theory along with fundamental, technical, and cyclical analysis.

Elizabeth Mihalka is a CFA® charterholder with 17 years of industry experience. She has been with Altamont Wealth Management, Inc. since 2007. Outside of her advisory role, she co-manages a rental property with her husband. Altamont Wealth Management provides investment advisory and limited-scope financial planning services to individuals, couples, non-profits, retirement plans, and corporations, including a significant number of high-net-worth clients. The firm focuses on individualized, buy-and-hold portfolios using mutual funds and ETFs, managing accounts on a non-discretionary basis with client-approved trades.

Devin Blodgett is a CFP® with 12 years of industry experience, currently serving as an advisor at Blodgett Wealth Advisors, LLC since 2021. Prior to this, he worked at Intersect Capital LLC for six years. Blodgett Wealth Advisors manages approximately $251 million for a diverse client base including individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-method investment process and offers discretionary portfolio management alongside comprehensive financial planning and retirement consulting.

Dustin Blodgett is a CFP® professional with 13 years of industry experience, currently serving at Insight Capital Management. His prior roles include positions at Independent Financial Group, Arkadios Capital, and AccuVest Global Advisors among others. Outside of his advisory work, he holds a role as a term life insurance agent providing coverage to clients as needed. 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 client goals and risk tolerance using a combination of fundamental and technical analysis.

Cynthia Miller is a CFP® and holds a Series 63 license with three years of industry experience. She is currently with Greykasell Wealth Strategies, Inc. and previously worked at Northwestern Mutual Wealth Management Company and related entities from 2019 to 2024. Outside of her advisory roles, she has been involved with local swim teams. Greykasell Wealth Strategies serves high-net-worth individuals, retirement plans, trusts, and businesses, providing both discretionary and non-discretionary investment management alongside financial and retirement plan consulting. The firm emphasizes strategic asset allocation through globally diversified portfolios and favors long-term, disciplined investing with regular performance 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.