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.

Bridget Harkins is a CFP® with 12 years of industry experience and is currently an advisor at Wheels Up Wealth, Inc., where she has worked since 2020. Prior to that, she spent three years at Dimensional Fund Advisors LLC. Wheels Up Wealth serves individual and high-net-worth clients by providing comprehensive financial planning and discretionary investment management, using a long-term, passive investment approach grounded in Modern Portfolio Theory. The firm integrates held-away assets into its portfolio management through third-party aggregation and employs automated rebalancing for certain client segments.

Dustin Blodgett is a CERTIFIED FINANCIAL PLANNER™ 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. In addition to his advisory work, he is licensed to provide term life insurance to clients. Insight Capital Management is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as trusts and foundations. The firm manages approximately $330 million across 374 client relationships, offering discretionary and non-discretionary portfolio management, financial planning, and educational workshops 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.

Dmitriy Bolotnyy is a financial advisor at Naylor & Company with nine years of industry experience. He holds the Series 65 designation and has worked at Naylor & Company since 2017. Prior to his advisory role, he spent five years at Irth Communications. Outside of finance, Dmitriy composes music through a business called Shortcake Music and manages a fruit orchard in New York named Velvet Earth Farm. Naylor & Company provides investment advice, portfolio management, and financial planning to individuals, families, and institutions. The firm’s investment approach combines fundamental and technical analysis with a focus on small- and mid-capitalization and cyclical companies, tailoring portfolios to client objectives using a variety of asset types.

Alec Smidt is a financial advisor at Bass Rocks Asset Management with a Series 65 designation and one year of industry experience. Prior to joining Bass Rocks, he worked in marketing and other roles including at Full Throttle Marketing and XYZ LLC. Bass Rocks Asset Management provides discretionary portfolio management and subadvisory services primarily to individual and high-net-worth clients, focusing on equities, ETFs, and options-related strategies. The firm manages accounts on a discretionary basis and prepares individualized investment policy statements.

Alison Van Dyke is a CFP®-certified financial advisor with First and Main Financial, where she has worked since 2016. She holds a Series 63 license and has one year of industry experience. First and Main Financial advises individual clients and revocable trusts, providing financial planning and investment education to pension plan participants. The firm manages discretionary portfolios using primarily mutual funds and ETFs across diverse asset classes, with a long-term investment approach tailored to client-specific factors.

Matthew Grishman is a financial advisor at Gebhardt Group, Inc with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at 401K Masters, LLC from 2014 to 2019. Gebhardt Group serves individual clients, trusts, estates, charitable organizations, and retirement plans by providing discretionary investment management alongside financial planning and consultation. The firm emphasizes risk management through an actively managed, trend-following strategy that combines fundamental and proprietary quantitative analysis, with portfolio authority primarily discretionary and accounts reviewed at least quarterly.

Kristin Hull is a financial advisor at Nia Impact Capital with eight years of industry experience. She holds a Series 65 credential and has worked at Nia Impact Advisors, LLC since 2017 and Green Alpha Advisors, LLC from 2015 to 2018. Dr. Hull also serves on the Investment Committee of Green Alpha Advisors, LLC for the Nia Global Solutions strategy. Nia Impact Capital provides discretionary portfolio management and financial planning to individual and high-net-worth clients, trusts, nonprofit organizations, registered investment companies, and other financial advisers. The firm employs a gender-lens and thematic investment approach focused on long-term equity holdings and active shareholder engagement.

Shantnu Chandel is a financial advisor at InverseWealth LLC with one year of industry experience. His prior work includes positions at Block Inc., Facebook/Meta, Google Inc., and PepsiCo. Outside of advising, he is involved in fintech enterprise risk management at Block Inc. InverseWealth LLC provides comprehensive financial planning and discretionary portfolio management to individual and high-net-worth clients, using proprietary quantitative investment models and primarily ETF allocations governed by trend-following rules. The firm emphasizes active management with a focus on model-driven strategies and periodic performance reporting.

Thomas Kopas is a financial advisor at Pring Turner Capital Group with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Pring Turner since 2002. Pring Turner Capital Group provides discretionary and non-discretionary investment management and financial planning to a range of clients including individuals, family trusts, corporations, and plan sponsors. The firm uses an active asset-allocation process based on a proprietary business-cycle framework and focuses on conservative, balanced portfolios emphasizing quality, value, and income.

Joseph Wallace is a CFP® and holds a Series 66 designation with 13 years of experience in financial advising. He is the principal of Wallace Advisory Group, LLC, where he has worked since 2015. Wallace also leads Wallace Financial & Insurance Solutions and is a registered representative with M Holdings Securities. Wallace Advisory Group provides asset management, comprehensive portfolio management, and standalone financial planning and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment approach that includes asset allocation, fundamental, quantitative, and qualitative analysis, and utilizes third-party sub-advisors to manage client portfolios.

Angelica Kangas is a Certified Financial Planner® with 16 years of industry experience, currently serving at Certified Planners, Inc. in San Ramon, CA. She holds a Series 65 license and has been with the firm since 1995. In addition to her advisory role, she is individually licensed as an insurance agent and provides insurance sales alongside investment advisory services. Certified Planners, Inc. offers discretionary portfolio management through its AIM program, financial planning, and consultations to individuals, trusts, estates, corporations, and ERISA retirement plan participants. The firm employs a tactical asset allocation approach with daily monitoring and serves both everyday and high-net-worth clients.

Matthew Kelmon is a financial advisor at Bass Rocks Asset Management with 25 years of industry experience. He holds Series 65 and Series 63 registrations. His prior work includes roles at Backshore Asset Management, Insperex LLC, Blue Investment Partners, and 2344, LLC. Outside of his advisory work, he serves as an outside advisor for Flourish Capital, an early-stage venture investing firm supporting startup entrepreneurs. Bass Rocks Asset Management provides discretionary portfolio management and subadvisory services primarily to individual and high-net-worth clients. The firm focuses on equities, ETFs, and options-related strategies while managing accounts on a discretionary basis with documented risk tolerance and time horizons.

Amber Jenkins is a Series 65-licensed financial advisor at Secure Retirement Financial & Insurance Services Corp. with two years of industry experience. Her prior work includes roles at Sieva Networks and ongoing service within the Secure Retirement Financial firms since 2017. Secure Retirement Financial & Insurance Services Corp. manages approximately $92.4 million for a range of clients including individuals, pensions, trusts, and charitable organizations. The firm offers actively managed investment strategies tailored to clients’ goals and risk tolerance, with a focus on portfolio management, financial planning, and retirement account advice.

Ronald Hunt is a financial advisor at Hunt Wealth Management in Concord, CA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sowell Financial Services, LLC and Concert Wealth Management, Inc. since 2017, he has been with Hunt Wealth Management. Hunt Wealth Management provides discretionary investment advice and portfolio management to individual clients, tailoring recommendations based on each client’s financial profile. The firm manages approximately $110 million in discretionary assets for about 180 clients and focuses on diversified portfolios with an emphasis on limiting transaction costs and tax impacts through infrequent trading.

Ann Fleming is a CFP® with 8 years of industry experience, currently serving at Fleming Financial Advising and owning i2 Financial Planning, a financial education company. She has worked at Fleming Financial Advising since 2000 and founded i2 Financial Planning in 2025, dedicating a portion of her time to this educational endeavor. Fleming Financial Advising primarily serves individual clients with fee-only financial planning and portfolio management under a fiduciary standard. The firm emphasizes goal- and risk-focused investment strategies, individualized portfolios, and maintains a small advisory team with credentialed planners.

Daniel Hawley is a CFP® professional with 43 years of industry experience. He is the principal of Hawley Advisors in Walnut Creek, CA, where he has worked since 2005. Prior to founding Hawley Advisors, he spent seven years at Foothill Securities, Inc. Hawley Advisors offers personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm primarily serves individual and high-net-worth clients, employing a strategic asset allocation approach based on Modern Portfolio Theory, with investments mainly in no-load or load-waived mutual funds and exchange-traded funds.

Harold Lowe is a financial advisor with Monvia Financial L.P. in Walnut Creek, CA, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Whitehall-Parker Securities, Lincoln Financial Securities, and his own consulting and insurance businesses. Outside of advising, he provides consulting services to political candidates and non-profit organizations and is involved in community outreach through his marketing support work at Lowe Consulting Group. Monvia Financial L.P. offers individualized financial planning, portfolio management, and ERISA retirement-plan advisory services to individuals, high-net-worth households, and plan sponsors. The firm combines fundamental, technical, and cyclical analysis within documented investment policy statements and provides both fiduciary retirement-plan support and traditional wealth management.