Rajesh Bijlani is a financial advisor at BRsquared L.L.C. with five years of industry experience. He holds a Series 65 designation and previously worked at Trinet Inc and Devero Inc/Netsmart. Outside of his advisory role, he is a Notary Public and an Enrolled Agent providing tax preparation services to individuals and companies. BRsquared L.L.C. offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, using a range of analytical methods and both long- and short-term investment strategies tailored to client goals, tax considerations, and risk tolerance.

Arek Puzia is a CFP® professional with 12 years of industry experience, currently serving at Pathwise Wealth Partners, LLC. He also teaches Financial Accounting and Managerial Accounting at Diablo Valley College. PathWise provides investment advisory services to individuals, including high-net-worth clients, as well as pension and retirement plans. The firm offers portfolio management, financial planning, and retirement-plan advisory services, focusing on long-term discretionary portfolio management with strategic asset allocation using diversified mutual funds, ETFs, and other securities.

Nicholas Laughton is a financial advisor at Diversified Capital Group with four years of industry experience. He holds a Series 65 designation and has worked at Diversified Capital since 2022. Prior to that, he has been affiliated with Mi-GSO PCUBED since 2017. Diversified Capital Group provides discretionary asset and portfolio management services primarily to individual and high-net-worth clients. The firm employs a range of analysis methods and strategies, focusing on individualized portfolios with continuous monitoring and periodic rebalancing.

Melissa Kielberg is a financial advisor at Delta Investment Management, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Delta since 2019, following five years at Prosperity Financial Group, Inc. Outside of her advisory role, she is registered as an insurance agent. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, also serving as a subadvisor to other firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning into its asset management services.

Jonathan Becker is a financial advisor with California Financial Advisors in San Ramon, CA, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at Foothill Securities, Inc. from 2014 to 2016 and has been associated with Maloon, Powers, Pitre & Higgins DBA CFA since 2006. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with investment supervisory services, financial planning, and consulting. The firm focuses on asset allocation, mutual fund and ETF analysis, and third-party manager due diligence, managing approximately $2 billion in assets with a team of 11 advisors.

Michael Macdonald is a financial advisor with Financial Transparency, holding Series 63 and Series 65 credentials and over 43 years of industry experience. His career includes roles at United Planners' Financial Services and managing his own firm, Michael MacDonald Financial Management, Inc., where he has been active for more than two decades. He also serves as a personal representative and trustee for the Estate of Howard Franklin Haas, overseeing estate financial matters. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations through a network of independent advisory representatives. The firm employs a range of discretionary asset management and consulting services, using an investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis with both passive and active strategies.

Jawad Ehsanyar is a financial advisor at Morling Financial Advisors, LLC with a Series 65 designation and three years of industry experience. Prior to joining Morling Financial Advisors in 2022, he held positions at Copenhagen Business School and Moore Afghanistan. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm provides discretionary investment management and financial planning, typically implementing portfolios through index-based strategies, mutual funds, ETFs, listed equities, fixed income, and alternative investments.

Anthony Schliesser is a CFP® professional affiliated with The Pacific Center for Financial Services in Danville, CA. He has been with the firm since 2026 and previously worked at Aspiriant for four years. His background also includes roles at Axa Advisors and time spent in academia. The Pacific Center for Financial Services provides financial planning, consulting, and investment management to individuals, including high-net-worth families and family trusts. The firm’s portfolio management focuses on asset allocation and long-term diversification, utilizing a range of investment vehicles and regular portfolio monitoring.

Taras Zatvarskiy is a financial advisor at Grant Private Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked at Nordstrom for eight years. Grant Private Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, business entities, and qualified retirement plans. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to tailor strategies to clients’ goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with retirement-plan advisory services.

Thomas McCormick is a financial advisor at American Investors Company with over 50 years of industry experience. He holds a Series 63 designation and has worked at American Investors Company since 1989, also spending 11 years at Straube Associates, Inc. In addition to his advisory work, he operates a tax preparation and attorney business. American Investors Company provides investment advisory and financial planning services to individuals, plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and brokerage services, including asset management, financial planning, and 401(k) consulting, with a multi-revenue model that includes both fees and commissions.

Scott Bowhay is a financial advisor with Investor Fan who holds Series 63 and Series 65 credentials and has 47 years of industry experience. His prior work includes roles at Wells Fargo Advisors Financial Network LLC and MSH Capital Advisors. He is also the managing partner of Bowhay Investments LLC, where he provides investment advisory services to individuals and foundations. Investor Fan offers investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm uses a portfolio approach based on Modern Portfolio Theory, incorporating fundamental, technical, cyclical, and macroeconomic analysis, and typically reviews client accounts quarterly or more frequently.

John Stachnick is a financial advisor at Kaizen Financial Strategies, LLC with 21 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed, Inc. He also has experience with Savannah Chanelle Vineyards and is licensed as an insurance agent. Kaizen Financial Strategies serves individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations by offering financial planning, retirement plan consulting, and asset management. The firm employs a diverse investment approach, including fundamental and technical analysis, and uses advanced option strategies and margin within its wrap-fee managed accounts.

Ian Castille is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Capital Advantage, Inc. since 2012. Outside of his advisory role, he is also a commissioned California notary public. Capital Advantage, Inc. serves individual and high-net-worth clients, as well as trustees, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management and financial planning services. The firm develops client strategies through personal interviews to identify goals and risk tolerance, employing mutual funds, ETFs, individual equities, and fixed income, and utilizes a combination of fundamental and technical analysis.

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.

Robert Agorastos is a CFP® professional with 11 years of industry experience. He has worked at Insight Wealth Strategies, LLC since 2013 and previously held roles at Lincoln Financial Advisors Corporation and Mutual Securities, Inc. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term, model-driven investment process utilizing low-cost ETFs, individual stocks, and alternative holdings, supported by fundamental, technical, quantitative, and sector analysis.

Don Garman is a CFP® with 32 years of industry experience, currently serving as an advisor at Mirador Capital Partners. He has previously worked at Purshe Kaplan Sterling Investments and has been with Mirador since 2015. Garman is also a partner in venture funds Tri-Valley Ventures, LLC and Tri-Valley Ventures II, LP. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses, offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach combines top-down fundamental analysis with technical analysis and employs a variety of asset-allocation models across public and private securities and alternative vehicles.

Marla Schroeder is a financial advisor at Contravisory Investment Management, Inc. with one year of industry experience. Prior to entering the financial sector, she worked in education at Orinda Union Schools and Moraga Schools for a combined total of over ten years. Contravisory Investment Management serves both individual and institutional clients, managing approximately $702 million across discretionary and non-discretionary accounts. The firm employs a proprietary quantitative and technical research system to guide its investment strategies and is notable for its dual role as both investment manager and sponsor of private pooled vehicles that utilize long-short strategies.

Colin Taylor is a CFA® charterholder with 19 years of industry experience. He has been with Capital Advantage, Inc. in Walnut Creek, CA, for 15 years. Capital Advantage, Inc. serves individual and high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management and financial planning. The firm uses a team approach to develop client strategies using mutual funds, ETFs, individual equities, and fixed income, employing both fundamental and technical analysis while monitoring accounts regularly.

Emmanuel Comes is a financial advisor with American Investors Company in San Ramon, California. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has been with American Investors Company since 2011. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary asset management, hourly consultations, financial planning, and retirement plan services, operating with a combined broker-dealer and SEC-registered adviser structure.

David Hart is a CFA® charterholder with 34 years of industry experience. He currently works at Grant Private Wealth Management and has held prior roles at Blaylock Van, LLC, CINCaP Investment Group, Inc., and Ross, Sinclaire & Associates, Inc. Grant Private Wealth Management is a registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm provides tailored investment strategies based on clients’ goals, time horizons, and risk tolerance, and is notable for offering public educational seminars and workshops at no charge.