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.

Antonio Kwan is a financial advisor at AK Global Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with AK Global Asset Management since 2005. AK Global Asset Management provides personalized portfolio management primarily to individual and high-net-worth clients, managing approximately $117.8 million in discretionary assets. The firm uses a combination of fundamental and technical analysis and employs both discretionary and non-discretionary services, with an investment approach that includes margin use and a concentrated client base.

Alex Gates is a CFA® charterholder with 16 years of experience at Clayton Partners LLC in Berkeley, CA. He has been with the firm since 2010. Clayton Partners LLC provides discretionary investment management to high-net-worth individuals, institutions, trusts, endowments, and pension plans. The firm employs a long-term, research-driven investment approach focused on businesses priced below intrinsic value, managing both pooled funds and separately managed accounts with strategies that include long and short positions, derivatives, and decarbonization-focused investments.

Brian Lancaster is a CFA® charterholder with 27 years of industry experience. He has been with Clayton Partners LLC since 2011, where he is part of a four-advisor team based in Berkeley, CA. Clayton Partners LLC provides discretionary investment management to high-net-worth individuals, institutions, and limited partners through separately managed accounts and a pooled private fund. The firm focuses on long-term investments in equity and equity-related securities priced below intrinsic value, supplementing its pooled fund with derivatives and leverage strategies to hedge or enhance returns.

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.

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.

James Murray is a CFA® charterholder with 17 years of industry experience. He has been with Phocas Financial Corporation since 2005. The firm provides discretionary investment advisory and portfolio management services to institutional and private clients, including pooled investment vehicles and government entities. Phocas emphasizes fundamental research combined with quantitative analysis, managing strategies such as U.S. Small Cap Value, REITs, and Equity Income, and is noted for its minority-owned status and service to a select client base.

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.

Wanwan Hong is a financial advisor at Asia Global Asset Management, Inc. with 11 years of industry experience. She holds a Series 65 designation and has been with Asia Global Asset Management since 2014. In addition to her advisory role, she operates as a sole proprietor in fixed insurance and indexed annuities sales. Asia Global Asset Management serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing financial planning and facilitating relationships with independent third-party investment managers. The firm emphasizes a data-driven discovery process and relies primarily on outside managers for portfolio management and custody.

Melissa Tiscareno is a CFP® professional with four years of industry experience, currently serving at Bradley & Company Private Wealth Management, LLC. She has been with the firm, based in Concord, CA, since 2010. Bradley & Company Private Wealth Management provides discretionary and non-discretionary investment management, financial planning, and advisory services primarily to individuals, including high net worth clients, as well as small businesses. The firm emphasizes customized asset allocation tailored to clients’ financial situations and maintains ongoing portfolio oversight with a focus on long-term investment strategies.

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.

Andrew Dodds is a CFA® charterholder with five years of industry experience. He has worked at Crown Oak Advisors since 2020 and previously held positions at Baron Capital Management, Stanford Graduate School of Business, and Dodge and Cox. Crown Oak Advisors provides discretionary investment management and institutional consulting to individuals, trusts, estates, charitable organizations, endowments, and other institutions. The firm employs an equity-focused investment approach that combines fundamental, cyclical, and behavioral finance analysis to identify undervalued businesses for long-term ownership.