Brian Baylis is a financial advisor at Bell Investment Advisors Inc with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bell Investment Advisors since 2007. Bell Investment Advisors is an SEC-registered firm that provides discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients. The firm customizes investment recommendations based on clients’ circumstances and conducts ongoing account monitoring while considering market and economic trends.

Jennifer Mitchell is a financial advisor at Castle Rock Wealth Management, LLC with 32 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at firms including First Allied Advisory Services and Round Hill Securities. Outside of her advisory role, she serves as an arbitrator for FINRA and is a youth soccer referee with the Mustang Soccer League. Castle Rock Wealth Management provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and business entities. The firm manages over $500 million across approximately 1,882 clients through a team of eight advisors, utilizing a combination of fundamental and technical analysis with active trading strategies.

Michael Dixon is a financial advisor with Dixon Financial Services, holding a Series 63 designation and 38 years of industry experience. He has worked at Assante Capital Management Inc. since 2001 and has been president and officer of Dixon Financial Services since 1990. Dixon Financial Services serves individuals, trustees, charitable organizations, business owners, and corporations by providing investment advisory services focused on individualized Investment Policy Statements and ongoing portfolio management using a strategic asset allocation approach. The firm manages over $1 billion in assets with a team of five advisors and emphasizes quarterly account reviews, financial simulations, and educational events for its clients.

Devin Hanson is a CFP® with 10 years of industry experience, currently serving at Elevation Wealth Partners, LLC since 2025. Prior to this, he worked at Wealth Enhancement Brokerage Services and Wealth Enhancement Advisory Services for three years, and Financial Advocates Investment Management for six years. He has held roles at LPL Financial, llc, and John Cordeiro during his career. Elevation Wealth Partners serves individuals, families, high-net-worth clients, small businesses, and various types of plans, offering fee-only discretionary portfolio management and comprehensive financial planning. The firm manages approximately $670 million in assets and focuses on long-term, academically informed investment strategies with integrated tax and accounting services.

Heidi Crawford is a Series 65-licensed financial advisor with Bell Investment Advisors Inc, based in Orinda, CA. She has 12 years of industry experience and has been with Bell Investment Advisors since 2014. Bell Investment Advisors is an SEC-registered firm providing discretionary portfolio management and fee-based financial planning services to individual and high-net-worth clients. The firm customizes investment strategies based on clients’ financial situations and goals while conducting ongoing account monitoring and market research.

Christopher Hughes is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Burton Enright Welch since 2020. Prior to that, he worked for 12 years at Del Monte Group, LLC. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, corporations, and other business entities. The firm manages approximately $1.246 billion in assets for about 610 clients through a disciplined investment process combining active and passive strategies with ongoing portfolio monitoring.

Jason Terhune is a Certified Financial Planner® with 14 years of industry experience. He currently works at Capital Advantage, Inc., where he has been since 2022. Prior to that, he held roles at JPMorgan Chase Bank and Charles Schwab. Terhune is also an independent insurance agent. Capital Advantage, Inc. serves individual and high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities with discretionary investment management and financial planning services. The firm uses a team-based approach combining fundamental and technical analysis, offering tailored portfolio strategies that include mutual funds, ETFs, equities, fixed income, and independent managers.

Genecar Vivo is a financial advisor with Echo45 Advisors LLC, holding a Series 66 designation and 21 years of industry experience. Prior to joining Echo45 Advisors in 2020, Vivo worked at Merrill for 19 years. Outside of financial advising, Vivo serves as the treasurer for a political campaign committee. Echo45 Advisors serves individuals, trusts, retirement plans, and business entities with wealth management, discretionary investment management, and financial planning services. The firm employs a range of analytical methods and offers both automated and customized investment solutions, supported by affiliated tax and estate services and a non-advisory subsidiary managing aircraft assets.

Brian Wang is a CFA® charterholder with four years of industry experience. He has worked at Capital Advantage, Inc. since 2021, following roles at Consilium Wealth Management and Allianz Global Investors. 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-based approach, combining fundamental and technical analysis, and manages portfolios with a range of investment vehicles while maintaining regular client reviews.

Craig Frieders is a financial advisor with RB Capital Management, LLC in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with RB Capital Management and Crofton Capital Management since 2005 and is also involved in AmeriEstate Legal Plan Inc., assisting clients with estate planning. Outside of advisory work, he owns an independent insurance agency focused on term life and long-term care insurance. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm emphasizes asset allocation, diversification, and customized portfolios, integrating hedged strategies and managed fixed-income solutions while primarily managing assets in-house.

Forrest Bell is a Series 65-licensed financial advisor with Bell Investment Advisors Inc in Orinda, CA. He has 20 years of industry experience and has been with Bell Investment Advisors since 2005. Bell Investment Advisors is an SEC-registered firm serving individual and high-net-worth clients with discretionary portfolio management and fee-based financial planning. The firm customizes investment strategies based on clients’ personal and financial circumstances and conducts ongoing account monitoring while considering market and economic trends.

James Sutton is a financial advisor at Echo45 Advisors LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch and Morgan Stanley. Outside of his advisory role, he is a passive investor in property technology and land development ventures through Land Club LLC and Land Club Sutter Creek LLC. Echo45 Advisors LLC serves individuals, trusts, pension and profit-sharing plans, professional fiduciaries, and business entities, managing approximately $194.9 million in discretionary assets. The firm offers comprehensive wealth management and investment services, employing diversified portfolios and a model-driven Auto Pilot service, alongside distinctive operational features such as affiliated tax and aviation subsidiaries.

Joseph Mcdonough is a financial advisor at Lewis Asset Management with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at BlackRock and Mechanic's Bank. Lewis Asset Management is a registered investment adviser serving individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers discretionary portfolio management and standalone financial planning, focusing on long-term trading and diversified portfolios that typically include exchange-traded funds and no-load mutual funds.

Scott Horton is a Certified Financial Planner® with 24 years of industry experience. He has been with J.P. King Advisors, Inc. since 2008 and is a shareholder and vice president of the firm. Outside of his advisory role, he operates a sole proprietorship selling annuities and other insurance products. J.P. King Advisors, Inc. provides comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, as well as trusts, estates, pension plans, charitable organizations, and businesses. The firm emphasizes risk management and strategic asset allocation through globally diversified portfolios, primarily using no-load mutual funds and ETFs.

Sean O'Brien is a financial advisor at Echo45 Advisors LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Central Valley Advisors, Raymond James Financial Services, Bank of America, and Merrill. Outside of advising, he serves as a volunteer board member for the Salvation Army in Sacramento. Echo45 Advisors serves individuals, trusts, retirement plans, and business entities with comprehensive wealth management, discretionary investment management, and retirement plan consulting. The firm combines multiple analytical methods with various portfolio implementation strategies and offers both automated and customized investment services.

Dawnalizabeth Henke is a Series 65-licensed financial advisor at Capital Advantage, Inc. in Walnut Creek, CA, with 18 years of industry experience. She has been with Capital Advantage since 2006. Capital Advantage, Inc. serves individual and high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management and financial planning. The firm uses a combination of fundamental and technical analysis and manages portfolios using mutual funds, ETFs, individual equities, and fixed income, with regular account reviews and a team-based approach.

Jonathan Gonzalez is a financial advisor at J.P. King Advisors, Inc. in Walnut Creek, CA, holding a Series 65 designation with seven years of industry experience. He has been with J.P. King Advisors since 2010. J.P. King Advisors provides comprehensive financial planning and discretionary portfolio management to individual and high-net-worth clients, as well as various institutional entities. The firm’s investment approach focuses on risk management and strategic asset allocation using globally diversified portfolios, with oversight from an internal Investment Committee.

David Espineira is a CFP® with 10 years of industry experience, currently serving as an advisor at Burton Enright Welch since 2015. He holds a Series 66 license and is based in Walnut Creek, CA. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and business entities. The firm manages approximately $1.246 billion in assets for around 610 clients, using a disciplined four-step investment process that combines active and passive strategies with ongoing portfolio monitoring.

Peter Fogarty is a financial advisor at Orca Investment Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Orca in 2026, he worked at Paulson Investment Advisors LLC and has been associated with Paulson Investment Company since 2015. Orca Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to deliver tailored investment strategies ranging from conservative capital preservation to equity-centric growth.

Ryan Kosakura is a CFA® charterholder with 11 years of industry experience. He has been with ZRC Wealth Management since 2014. Kosakura is based in Walnut Creek, CA, and is part of a six-advisor team at Elevation Wealth Partners, LLC. Elevation Wealth Partners serves individuals, families, high-net-worth clients, small businesses, and institutional accounts by providing fee-only discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and long-term, academically informed investment strategies, supported by integrated tax and accounting services.