Brenda Simson is a financial advisor at Founders Financial Securities LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Transamerica Financial Advisors, Inc. and Visa Inc. She also works as an independent contractor writing and selling Medicare insurance policies. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients. The firm supports a broad network of advisors managing approximately $4.1 billion in client assets and offers multiple advisory platforms including managed portfolios, financial planning, and 1031 exchange consulting.

Gary Gardner is a CFP® with 49 years of experience in the financial industry. He is currently with OneAscent Financial Services LLC and has previously worked at Life & Wealth Advisors, Inc. and Chauner Securities, Inc. Gardner has also operated his own firm, Gary Gardner & Company, since 1975. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through multiple advisory teams. The firm offers discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, consulting, and back-office support for other RIAs.

Nancy Hairsine is a CFP®-certified financial advisor with 37 years of industry experience. She has worked with Lifetime Planning dba for 18 years and has been an independent insurance agent for over 26 years. She serves as a board member of the Pittsburg Chamber of Commerce. Nancy works with Lifemark Securities Corp., a multi-team firm serving individual investors and sponsors of participant-directed retirement plans. The firm offers fee-based investment advisory services and financial planning, utilizing programs such as Unified Managed Accounts and Separately Managed Accounts tailored to client suitability and risk assessments.

Lee Levy is a financial advisor at Savvy with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Cambridge Investment Research Advisors, Wells Fargo Clearing, and Morgan Stanley Private Bank. Savvy Advisors provides investment and financial planning services to individuals, trusts, ERISA plan sponsors, charitable organizations, and corporations, offering a range of portfolio management and fiduciary services. The firm emphasizes diversified, index-based investment strategies enhanced by quantitative models and integrates advanced technology such as artificial intelligence and machine learning to support client communications and planning.

Jeffrey Hodges is a financial advisor at Encompass More Asset Management LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, N.A., First Republic Securities Company Co LLC, Alaska Airlines, and Virgin America. Outside of finance, he is the owner of Linescapes, a fine art business involving painting and modeling. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based investment strategies that incorporate proprietary and third-party sub-advisers, managing a range of assets including equities, fixed income, mutual funds, ETFs, private placements, and certain digital asset exposures.

Seema Saini is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. She has been associated with Chahal & Associates since 2011. Outside of her advisory work, she is a passive partner in SSG Restaurant Inc., a Mountain Mike Pizza franchise, where she manages accounting and taxes. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm provides financial planning, discretionary wealth management, and retirement-plan advisory services, employing a diversified, buy-and-hold investment approach informed by both internal and third-party expertise.

Christopher Logue is a financial advisor with Lifemark Securities Corp. in Pittsburg, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Lifemark Securities since 2018 and previously spent seven years at Foresters Equity Services, along with running Logue Asset Management since 2000. Outside of his advisory role, he serves on the Housing Loan Advisory Committee for the city of Oroville. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, offering a range of portfolio management options and tailored advice based on risk assessments.

Brett Le Mmon is a financial advisor at Earned Wealth Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Thomas Doll for ten years before joining Earned Wealth and then Earned Wealth Advisors. Earned Wealth Advisors serves individual and institutional clients, particularly physicians, dentists, and their practice employees, offering financial planning, discretionary wealth management, and retirement plan consulting. The firm utilizes independent investment managers, model portfolios, and advanced tools such as Monte Carlo analysis and automated tax-loss harvesting to manage assets.

Gregory Bentley is a financial advisor at Prosperity Wealth Management, Inc. in San Ramon, CA, with 41 years of industry experience. He holds a Series 63 designation and has been with Prosperity Wealth Management since 2015. Bentley is also the CEO and a 25% owner of Fortune Financial Services, Inc., where he divides his time evenly alongside his role at Prosperity. Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, pensions consulting, and referrals to third-party money managers. The firm manages approximately $442 million for about 1,600 clients and emphasizes tailored portfolio supervision through multiple analysis methods and ongoing oversight of recommended third-party managers.

Reed Nothwang is a CFP® and Series 66 licensed financial advisor with 10 years of industry experience. He currently works at Compound Planning, Inc. and has previously been employed at Cerity Partners LLC, Brouwer & Janachowski LLC, U.S. Bancorp Investments, Inc., and Edward Jones. He serves on the board of RotaCare San Rafael, a nonprofit that provides medical care to uninsured families. Compound Planning, Inc. serves individuals, families, businesses, retirement plans, and financial intermediaries. The firm employs a fiduciary, goals-based investment process utilizing a range of strategies from low-cost ETFs and direct indexing to professional options and synthetic lending, supported by technology partnerships and automated portfolio monitoring.

Joseph Kalinowski is a financial advisor at Earned Wealth Advisors, LLC with 27 years of industry experience and holds the PFS™ designation. His prior work includes roles with Thomas Doll CPA's, PensionOne Advisors, and Td Payroll, among others, spanning over three decades in accounting and advisory services. Earned Wealth Advisors serves individual and institutional clients, particularly physicians, dentists, and their practice employees, offering comprehensive financial planning, discretionary wealth management, and retirement plan consulting. The firm primarily implements client portfolios through independent managers and model portfolios, utilizing advanced tools and maintaining integration with a family of affiliated businesses across accounting, payroll, insurance, and publishing.

Ali Oromchian is an advisor at Earned Wealth Advisors, LLC with one year of industry experience. He also serves as CEO and President of The America HR Group, Inc., an HR software company, and works as an attorney at Dental & Medical Counsel, PC. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm offers financial planning, discretionary wealth management, and retirement-plan advisory services, employing a diversified, buy-and-hold investment approach supported by financial planning tools and independent investment managers.

Kenneth Martinson is a financial advisor at Consolidated Portfolio Review Corp with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Vanderbilt Securities, LLC, KMS Financial Services, Inc., and Financial Resources, Inc. Outside of his advisory work, he serves as a partner at Martinson Stoller Advisors. Consolidated Portfolio Review Corp is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies implemented by independent advisors using various asset allocation approaches.

Lisa Gallo is a CFP® professional with 29 years of industry experience, currently serving at Encompass More Asset Management LLC. Her prior roles include positions at O'Donnell Financial Group, Independent Financial Group, United Planners' Financial Services of America, Vitucci & Associates, and National Planning Corp. She is also involved as an agent with Westland Financial Services, providing insurance products and business development solutions for independent financial advisors. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, focusing exclusively on individual investors and high-net-worth clients.

Dilnoor Kaur is a financial advisor at Earned Wealth Advisors, LLC with one year of industry experience. She concurrently serves as a senior tax accountant at Chahal & Associates LLC, an accounting firm where she has worked since 2015. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm combines financial planning, discretionary wealth management, and retirement-plan advisory services, utilizing independent investment managers, model portfolios, and a third-party consultant to guide diversified, buy-and-hold investment strategies.

John Reising is a financial advisor at Gibbs Wealth Management, LLC with 19 years of industry experience. He holds a Series 63 designation and has previously worked at Brookstone Capital Management and operated his own firms, including Reising Financial Services, Inc. Outside of his advisory role, he is an owner and insurance agent involved in the sale of fixed annuities, fixed indexed annuities, and life insurance. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a combination of analytical approaches to guide investment allocations. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions in its client portfolios.

Emmanuel Pablo Jr. is a CFP® professional with 20 years of industry experience, currently affiliated with International Assets Investment Management, LLC. He previously worked at LPL Financial and spent 18 years at Patelco Credit Union. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers, offering customized portfolio management and financial planning.

Roger Tran is a CFP® with six years of industry experience, currently serving as an investment advisor representative at Core Planning in Pittsburg, CA. His previous roles include positions at Facet Wealth, Wells Fargo, and Ginsburg Financial Advisors, among others. He has also been affiliated with the Oakland Vietnamese Chamber of Commerce. Core Planning provides fee-only financial planning and wealth management services primarily for individual and high-net-worth clients, offering both discretionary and non-discretionary account management through tailored investment strategies and the use of third-party model portfolios and automated rebalancing tools.

Matthew Dublin is a CFA® charterholder with eight years of industry experience. He is currently an advisor at True North Advisors, LLC, where he has worked since 2025. Prior to this, he spent seven years at Blue Investment Partners LLC and two years at Aptigon Capital, Citadel LLC. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and wealth advisory services with a value-oriented investment approach across multiple asset classes.

Christopher Sullivan is a CFP® professional with 40 years of industry experience. He is currently with Sequent Planning, LLC and Futurity First Investment Group, having previously worked at Mutual of Omaha and Mutual of Omaha Investor Services, Inc. Outside of his advisory work, Sullivan serves as the volunteer President of Discovery Bay Recreation & Sports, Inc., a nonprofit association. Sequent Planning, LLC operates as an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm utilizes a structured risk framework and diversified manager exposures while providing asset management, financial planning, and retirement-plan services through a team of independent advisers.