Steve Aguiar is a financial advisor at Arbor Wealth Management with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arbor Wealth Management since 2007, with prior experience at FSC Securities Corporation. He is also a trustee on his uncle’s living trust. Arbor Wealth Management serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a disciplined investment process focused on asset allocation and portfolio optimization, offering both discretionary and non-discretionary account management through its Vision 2020 Wealth Management Platform.

Adam Gallegos is a Series 66-licensed advisor with 24 years of experience, currently serving at The Foundation Investment Group in Lafayette, CA. His prior experience includes roles at Commonwealth Financial Network, Carey Financial, and several advisory firms from 2016 to the present. Outside of his advisory work, Gallegos serves as treasurer and board member for the Lafayette Lacrosse Club, a nonprofit youth sports organization. The Foundation Investment Group manages approximately $286 million across individual, trust, charitable, and corporate clients, emphasizing a global macro, top-down investment approach that integrates alternative investments alongside traditional securities. The firm combines portfolio management with discretionary and non-discretionary services and frequently recommends privately placed alternative investments with flexible fee options.

Chad Naylor is a financial advisor at Naylor & Company in Orinda, CA, holding a Series 65 designation with 23 years of industry experience. He has worked at Naylor & Company since 2003. Naylor & Company provides investment advice, portfolio management, and financial planning for individuals, high-net-worth clients, families, pension and profit-sharing plans, and businesses. The firm emphasizes fundamental and technical analysis with a focus on small- and mid-capitalization and cyclical companies, tailoring portfolios to client objectives using a range of investment vehicles.

Gregory Peters is a financial advisor with Lafayette Square Financial Advisors, Inc. in Walnut Creek, CA, holding a Series 63 designation and 43 years of industry experience. He previously worked at Cetera and Associated Planners Investment Advisory Inc. Peters is also involved with the Business Enterprise Institute, where he helps business owners with exit planning strategies. Lafayette Square Financial Advisors provides discretionary investment management, financial planning, consulting, and retirement plan advisory services to individuals, families, trusts, and corporations. The firm combines fundamental and technical analysis with model-manager evaluation and offers an estate-planning technology platform.

Michael Testa is a Series 65 licensed financial advisor at Naylor & Company with one year of industry experience. His prior roles include positions at QuinStreet, Scale AI/Outlier AI, and Rocket Mortgage. Naylor & Company provides investment advice, portfolio management, and financial planning to individuals, high-net-worth clients, families, pension and profit-sharing plans, and businesses. The firm’s investment approach combines fundamental analysis and technical indicators, with a focus on small- and mid-capitalization and cyclical companies, tailoring portfolios to client objectives across various asset types.

Michael Yoder is a CFP® certificant with 21 years of industry experience. He has worked at Yoder Wealth Management since 2018 and previously held advisory roles at Commonwealth Financial Network and Ameriprise. Outside of his advisory work, he is involved in fixed insurance sales at his business location. Yoder Wealth Management provides discretionary asset management, financial consulting, and fee-only variable annuity sub-account management for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm oversees approximately $331 million across about 74 client relationships, offering customized portfolios managed with a blend of fundamental and technical analysis and a distinctive wrap-fee program that bundles advisory services and trade execution.

Peter Landini is a CFP® with 23 years of industry experience and has been with RBP Investment Advisors Inc. since 2005. He serves as a Member of the Board and Member of the Audit Committee for iShares Delaware Trust Sponsor LLC, the sponsor of several commodity and Bitcoin trusts. RBP Investment Advisors provides wealth management and financial planning primarily to individuals, trusts, estates, and business entities, managing portfolios on a discretionary basis with a tactical asset allocation approach grounded in Modern Portfolio Theory. The firm operates with a small team and maintains a formal conflict-management process related to Mr. Landini’s outside board role.

Pamela Jacobs is a Certified Financial Planner® at Monvia Financial L.P. in Walnut Creek, CA, with 25 years of industry experience. She has worked at several firms including Whitehall-Parker Securities, Frontier Wealth Strategies, and Sowell Financial Services. Jacobs is co-owner of Ohana Opportunities LLC, a consulting business evaluating investment opportunities. Monvia Financial L.P. provides fee-based investment management and financial planning primarily to individual clients, including high-net-worth and non-HNW households, as well as retirement-plan sponsors. The firm offers discretionary and non-discretionary asset management, utilizing fundamental, technical, and cyclical analysis to construct portfolios, and supports both individual wealth management and ERISA plan advisory services.

Eric Lai is a CFP® and holds a Series 65 license, with 22 years of industry experience. He has been with Archvest Wealth Advisors, Inc. since 2014 and previously worked at Grossman Financial Management from 2020 to 2021. Archvest Wealth Advisors serves individuals, including high-net-worth and ultra-high-net-worth clients, as well as various institutional clients. The firm offers comprehensive financial planning, investment management, retirement plan advisory, and family office services, managing approximately $330 million in client assets as of the end of 2024.

Maxwell Balbin is a financial advisor at Pacific Excel Wealth Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Investment Management Inc. and RBC Capital Markets, LLC. Prior to his financial career, he spent several years in engineering roles at Langan Engineering and Environmental Services and AECOM. Pacific Excel Wealth Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, small businesses, trusts, estates, pooled vehicles, and charitable organizations. The firm uses a combination of fundamental and technical analysis with diversified investment vehicles and offers services across three tiers, ranging from basic reporting to advanced planning and private equity evaluations.

Arek Puzia is a CFP® with 13 years of industry experience, currently serving at Pathwise. He has held roles at Pathwise Wealth Partners and ACCLARO Wealth Management. In addition to his advisory work, Mr. Puzia is a professor at Diablo Valley College, where he teaches Financial and Managerial Accounting. PathWise provides discretionary investment management, financial planning, and retirement plan advisory to individual and high-net-worth clients as well as pension plans. The firm’s investment approach is long-term and allocation-driven, integrating comprehensive due diligence and tax coordination, with an investment team that includes licensed CPA/CFPs engaged in academic instruction.

Dennis Blodgett is a financial advisor at Blodgett Wealth Advisors, LLC with 24 years of industry experience. He holds the Series 63 designation and previously worked for Intersect Capital LLC for 20 years before joining his current firm in 2021. Blodgett Wealth Advisors serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary portfolio management alongside financial planning and retirement plan consulting, employing a multifaceted investment approach that includes fundamental, technical, quantitative, and sector analyses tailored to each client’s objectives.

Viviana Mattos is a financial advisor at Penserra Wealth Management with eight years of industry experience. She holds a Series 65 designation and has worked at Perigon Wealth Management, Burleson & Company, and Triage Consulting Group. Penserra Wealth Management, LLC is an SEC-registered investment adviser offering portfolio management, financial planning, pension consulting, concierge administrative services, and sub-advisory solutions. The firm employs a multi-disciplinary investment approach that incorporates fundamental, technical, cyclical, and economic analysis, managing approximately $357.2 million in discretionary client assets.

Benjamin Peters is a financial advisor at Burton Enright Welch with 13 years of industry experience. He holds a Series 65 designation and has been with Burton Enright Welch since 2014, following three years at Napa Valley Wealth Management. Outside of his advisory role, Peters is a co-founder of PICKMOTO, a mobile applications business, where he contributes to task management, bug tracking, and outreach. Burton Enright Welch serves individuals, families, trusts, estates, pension plans, and business entities, offering investment management, financial planning, and retirement plan consulting. The firm applies a documented, four-step disciplined investment process and manages diversified portfolios with approximately $1.55 billion in assets under management.

Peter Burton is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Burton Enright Welch since 2010. The firm is based in Walnut Creek, CA, and Burton provides financial planning services including life insurance analysis and referrals to estate planning attorneys. Burton Enright Welch serves individuals, families, trusts, estates, and business entities, managing approximately $1.246 billion in assets. The firm employs a disciplined four-step investment process combining active and passive strategies, offering tailored portfolio management and specialized planning services.

Brian Gemmer is a financial advisor at Gemmer Asset Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Gemmer Asset Management since 2006. Gemmer Asset Management provides discretionary portfolio management for individuals, trusts, retirement plans, and small businesses. The firm manages just over $2.3 billion across approximately 1,270 clients, focusing on asset allocation and longer-term holdings primarily through no-load mutual funds and ETFs, with periodic portfolio rebalancing and a dedicated Social Strategy to limit fossil fuel exposure.

Ian Castille is a CFP®-designated financial advisor with Capital Advantage, Inc. in Walnut Creek, CA, and has 18 years of industry experience. His prior roles include positions at LPL Financial, TD Ameritrade, Banc of America Investment Services, and Wells Fargo Investments. He is also a California Notary Public. Capital Advantage, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses fundamental and technical analysis combined with macroeconomic indicators and treats cash as an asset class for defensive positioning.

Dean Leonard is a CFP® with 42 years of industry experience, currently serving at Castle Rock Wealth Management, LLC. His prior experience includes over two decades at WHJR Associates and extensive tenure at Royal Alliance Associates, INC. Leonard is also a licensed insurance agent involved in the sales and service of fixed insurance, accident and health, and long-term care products. Castle Rock Wealth Management provides fiduciary investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, managing discretionary portfolios that include stocks, bonds, ETFs, options, and other securities. The firm serves approximately 2,024 clients across six offices, offering comprehensive financial planning and utilizing a combination of fundamental, technical, and cyclical analysis in its investment approach.

Colin Taylor is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He has been with Capital Advantage, Inc. since 2011 and previously worked at Catalyst Financial Planning & Investment Management Corporation from 2007 to 2011. Capital Advantage, Inc. is an SEC-registered investment adviser that provides discretionary investment management and financial planning to a range of clients including individuals, high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis alongside macroeconomic indicators to guide investment decisions and treats cash as an asset class for defensive positioning.

Wayne Freeman is a financial advisor with Dixon Financial Services in Lafayette, CA, holding a Series 63 designation and 34 years of industry experience. He has been with Dixon Financial Services since 1995 and also affiliated with Assante Capital Management since 2001. Dixon Financial Services provides investment advisory services to individuals, trustees, charitable organizations, business owners, and corporations. The firm focuses on strategic asset allocation using mutual funds and ETFs within a Modern Portfolio Theory framework and manages approximately $1.086 billion in assets across five advisors.