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.

James Salter is a financial advisor at Blossom Wealth Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Blossom Wealth Management since 2009, following nine years at KW Securities Corporation. In addition to his advisory role, Salter is an independent insurance agent specializing in term and life insurance products. Blossom Wealth Management provides discretionary portfolio management, financial planning, retirement plan consulting, and multi-generation family office services to individuals, families, corporations, retirement plans, and charitable institutions. The firm manages a substantial asset base with a small team, employing a range of investment strategies including ETFs, mutual funds, and options, while also offering tailored financial planning and family office services.

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.

Richard Morey is a financial advisor with Secure Retirement Financial & Insurance Services Corp. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Secure Retirement Financial & Insurance Services Corp. since 2004. In addition to his advisory role, he is a licensed insurance agent offering insurance products such as annuities, long-term care, and life insurance. Secure Retirement Financial & Insurance Services Corp. manages approximately $92.4 million for individuals, pensions, trusts, and charitable organizations, providing portfolio management, financial planning, and retirement account advice. The firm offers actively managed investment strategies tailored to clients’ goals and risk tolerance and operates a referral program for independent advisers.

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.

Faraz Sattar is a financial advisor with Accretive Wealth Management, LLC in San Ramon, CA. He holds a Series 65 designation and has 13 years of industry experience, having been with Accretive Wealth Management since 2012. Accretive Wealth Management provides investment management, financial planning, and pension consulting to individuals, including high-net-worth clients, as well as small business and institutional clients. The firm uses multiple methods of analysis and manages exposure across public and private markets, with a particular focus on private placements, private equity, private real estate, private debt, hedge funds, REITs, and qualified opportunity zone investments.

Kevin Batstone is a Certified Financial Planner (CFP®) with 14 years of industry experience. He has been with Baybridge Capital Group, LLC since 2016 and previously worked at Infinity Financial Services. In addition to his advisory role, he operates as a sole proprietor and is an insurance agent. Baybridge Capital Group, LLC provides discretionary asset management and integrated financial planning for individuals, businesses, and retirement plans, including ERISA-focused services. The firm builds diversified portfolios primarily using mutual funds and ETFs, employs fundamental analysis, and offers fiduciary advisory services such as ERISA 3(21) and 3(38) roles.

Tejpartab Anand is a financial advisor at Accretive Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked as a derivatives trader and in financial services roles at OneAmerica and Cornerstone Financial Partners. Anand has been with Accretive Wealth Management since 2021. Accretive Wealth Management serves individual, small business, and institutional clients by offering investment management, financial planning, and pension consulting services. The firm employs analytical approaches including charting, fundamental, technical, and cyclical analysis, and manages portfolios on both discretionary and non-discretionary bases.

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.

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.

Joseph Fuqua is a Series 65-licensed financial advisor at Granite Capital with 19 years of industry experience. He has been with Granite Capital Management since 2000 and has previous experience at Banc of America Securities. Granite Capital Management is an independent advisory firm managing approximately $315 million for about 76 clients. The firm offers discretionary portfolio management and wealth management services to individuals, institutions, and charitable organizations, with an investment approach that emphasizes diversified equity exposure, fixed-income holdings, and a combination of fundamental and technical analysis.

Scott Berg is a financial advisor at Insight Capital Management with 42 years of industry experience. He holds a Series 63 designation and has worked at firms including Resource Investment Architects, Inc. and Arkadios Wealth. Outside of his advisory role, Berg is a martial arts instructor. Insight Capital Management is an SEC-registered advisory firm serving individual and high-net-worth clients, trusts, and foundations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and educational workshops, tailoring investment strategies to clients’ goals and risk tolerance using a combination of fundamental and technical analysis.

James Boucher is a CFP® with 27 years of industry experience and a Series 63 license. He has been with Wilson & Boucher Capital Management, LLC since 2005. Outside of his advisory work, he serves as a reserve police officer with the Walnut Creek Police Department and holds officer and board positions, including CFO, at a technology start-up, Risoftdev, Inc. Wilson & Boucher Capital Management is a registered investment adviser serving primarily individual clients, including high-net-worth individuals, as well as trusts and pension plans. The firm manages approximately $264.4 million across about 135 client relationships, focusing on discretionary portfolio management and financial planning tailored to each client’s risk tolerance and investment objectives.

Arabelle Rachel Restauro is a financial advisor at Spiegelman Wealth Management, Inc. in Walnut Creek, CA, holding a Series 66 designation with 19 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Adam Spiegelman, and Northwestern Mutual Wealth Management Company. Spiegelman Wealth Management, Inc. offers personalized investment management and financial planning to individuals, trusts, foundations, retirement plans, and corporations. The firm uses a combination of mutual funds, ETFs, individual stocks, and bonds guided by fundamental analysis and client-specific asset allocation.

B. Brose is a financial advisor with Integrity Wealth Partners, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Integrity Wealth Partners since 2013 and serves as managing partner of Bromari, LLC. Integrity Wealth Partners advises individuals, trusts, pension and profit-sharing plans, and business entities, providing discretionary asset management, financial planning, and retirement plan consulting. The firm emphasizes tailored portfolio supervision with quarterly reviews and employs a range of investment strategies, including option strategies and margin use, while also managing held-away accounts through a third-party platform.

Sumeet Ganju is a financial advisor at InverseWealth LLC with one year of industry experience. He holds the Series 65 designation. Prior to joining InverseWealth, he worked in various roles including positions at Draft.co dba Contentfly Inc and Mixmax. InverseWealth LLC provides financial planning and discretionary portfolio management services to individual and high-net-worth clients. The firm uses proprietary quantitative investment models and typically implements portfolios with ETFs, employing trend-following rules and active management strategies.