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.

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.

Matthew Kelmon is a financial advisor with Bass Rocks Asset Management in Walnut Creek, CA, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. His prior roles include positions at Backshore Asset Management, Insperex LLC, and Blue Investment Partners. He also 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, managing accounts on a discretionary basis with documented risk tolerance and time horizons.

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.

Erik Wolfers is a CFP® professional with nine years of industry experience, currently serving at First and Main Financial in Piedmont, CA. He has been associated with Wolfers Asset Management since 2001. First and Main Financial manages client assets on a discretionary basis, primarily serving individual investors and revocable trusts. The firm emphasizes long-term diversification and periodic rebalancing using mutual funds, ETFs, and various fixed income options, and also provides comprehensive financial planning and pension plan participant services.

Jarrett Brady is a financial advisor at Pursue Wealth Partners, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Kingswood Capital Partners, J Alden Associates Inc., and Raymond James & Associates. He is also CEO of White Rabbit Cap, Inc., an entity related to Pursue Wealth Partners for legal and accounting purposes. Pursue Wealth Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $243 million in assets, offering customized, primarily long-term investment strategies that incorporate fundamental and technical analysis, using a range of investment vehicles including mutual funds, ETFs, equities, bonds, options, and alternative investments.

James Gebhardt is a CERTIFIED FINANCIAL PLANNER™ professional with 30 years of industry experience. He is the principal of Gebhardt Group, Inc., where he has worked since 2005. Prior to that, he held roles at Integrity Alliance LLC and 401K Masters, LLC. Gebhardt also operates as an independent insurance agent, focusing on fixed insurance products. Gebhardt Group provides discretionary investment management and financial planning services primarily for individuals, trusts, estates, charitable organizations, and retirement plan participants. The firm employs an actively managed, trend-oriented “Protected Growth” strategy and serves a high-net-worth clientele through coordinated planning and multiple custodial and third-party platforms.

Mark Sifling is a CFP® with 20 years of experience in financial advising at Simple Life Financial, where he has been a principal since 2006. He also serves as the principal consultant of Blu Pagoda LLC, a management consulting firm that provides services to financial companies. Simple Life Financial offers investment advisory and financial planning services to individuals, families, small businesses, and related entities, with experience serving multi-generational households through tailored investment profiles, cash-flow and liquidity planning, and coordination with clients’ other professional advisors.

Ian Tongol is an advisor at Investment Growth Management, Inc. with one year of industry experience. His prior work history includes positions at Armanino LLP, Century Group, and Robert Half. Outside of his advisory role, he is also involved with ECA Marketing. Investment Growth Management provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth households, as well as business retirement-plan sponsors and participants. The firm focuses on long-term, diversified portfolios combining equities, fixed income, mutual funds, and individual securities, and offers additional services such as personal cash-flow tracking and educational presentations.

Adam Bagherian is a CFP® with 14 years of experience in financial advising. He is a principal at Arbor Wealth Management in Walnut Creek, CA, where he has worked since 2016. He is also pursuing CPA credentialing and is involved in maintaining and managing short-term rental properties independent of his advisory role. Arbor Wealth Management serves individual clients, trusts, estates, and business entities by providing investment advisory and financial planning services. The firm employs a strategic long-term investment approach supplemented by tactical adjustments, utilizing risk-tolerance assessments and advanced portfolio management tools.

Karen Medford is a CFP® with eight years of experience at Fleming Financial Advising in Walnut Creek, CA. She has been with the firm since 2009 and holds a Series 65 license. Fleming Financial Advising serves individual clients with fee-only financial planning and portfolio management under a fiduciary standard, focusing on later-life planning and survivor-transition work. The firm emphasizes goal- and risk-focused investment strategies using diversified pooled vehicles and fixed-income instruments, managing most accounts on a discretionary basis with individualized portfolios rather than model portfolios.

Nikhil Bhardwaj is a financial advisor at Trillium Investments with 14 years of industry experience. He holds a Series 65 designation and previously worked at Carlson Financial Management for 16 years before joining Trillium Investments in 2022. Trillium Investments offers discretionary investment management along with financial, retirement, estate, and tax planning services primarily for individual and high-net-worth clients. The firm employs a tax-aware, value-oriented investment process with a focus on risk controls, diversification, and defined time horizons.

William Lahl is a financial advisor at Vista Advisor Group, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at Vista Advisor Group since 2020 and at Cetera Advisor Networks LLC since 2013. Outside of his advisory role, he serves as a speaker and instructor for the Retirement Planning Today program, which provides general retirement education. Vista Advisor Group offers investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, managing over $314 million in assets. The firm emphasizes a fiduciary, client-centered approach with personalized portfolio management and comprehensive planning services, supported by a high client-to-advisor ratio and a wrap fee program.