Andrew Redlick is a CFP® with 12 years of industry experience, currently serving as an advisor at Investment Growth Management, Inc. He has been with the firm since 2014, including its predecessor entity, and holds a Series 65 license. Investment Growth Management, Inc. is a long-established registered investment adviser dedicated to helping a select group of clients build, preserve, and achieve their most meaningful financial goals. The firm manages client portfolios through long-term, diversified asset allocation tailored to each client’s goals and risk tolerance, and is notable for its regular client communications and ongoing educational presentations.

Dave's experience in investment management and financial planning uniquely position him to serve as his client's independent trusted advisor - a personal chief financial officer that can discreetly navigate the tides affecting your financial life. ​ Professional highlights include portfolio management on Union Bank municipal investment team which earned recognition as the best in the industry by Barron's in 2008 and 2009; lead investment management responsibility at a $300M financial planning firm; and working with amazing entrepreneurs, executives, and families. ​ David's education includes a Chartered Financial Analyst (CFA) designation, a Certified Financial Planning (CFP) designation, and a U.C. Berkeley bachelor's degree where he conducted a study on evidenced based investment management with Haas Professor of Investments David Distad. ​ David launched PFM to continue building upon his vision of complete personal financial management: discreet and unwavering focus on how expert financial management can help a client achieve her goals. From setting and achieving goals, to preparing you for all of life's contingencies and investing for your future - David helps his client's understand what they should be doing, and then helps them get it done.

Joseph Curtis is a financial advisor at Resolve Financial, LLC in Walnut Creek, CA, holding the ChFC® designation and Series 66 license with 13 years of industry experience. He has been with Resolve Financial since 2014 and previously operated under Joseph Patch Curtis from 2007 to 2016. Outside of advising, he is self-employed in insurance sales. Resolve Financial serves individual investors, estates, retirement plans, and trusts, typically working with accounts of $50,000 or more. The firm uses a factor-oriented investment approach based on Modern Portfolio Theory, focusing on broad market exposures with tilts toward small-company and value stocks, and manages accounts on a non-discretionary basis through a third-party platform.

Lawrence Grossman is a CFP® with 27 years of experience in the financial advisory industry. He has been the sole advisor at Grossman Financial Management since 1997 and previously worked at Archvest Wealth Advisors. Grossman Financial Management provides investment advisory and financial planning services to a diverse client base, including pension and profit-sharing plans, trusts and estates, and high-net-worth individuals. The firm offers non-discretionary advice with regular account monitoring and reviews, utilizing both fundamental and technical analysis, and employs a fee structure that includes fixed-fee and hourly planning options.

Michael Power is a CFP® professional with over 30 years of experience, operating Power Investing since 1994. He is also an Enrolled Agent authorized to represent clients before the IRS, providing tax preparation and representation services alongside his investment advisory work. The firm offers discretionary investment management and comprehensive financial planning to individuals, families, and small businesses. Power Investing employs a fundamental analysis approach, emphasizing broad diversification with ETFs and individual securities, and integrates in-house tax services as part of its client offerings.

John Gardner is a CFP®-certified financial advisor with 36 years of industry experience. He has worked at Equity Research & Portfolio Evaluation, Inc. since 2001. Gardner is the sole advisor at Blackhawk Wealth Advisors, an independent firm based in Danville, CA. Blackhawk Wealth Advisors provides discretionary investment management, financial planning, and independent security research to individuals, trusts, estates, and investment companies. The firm employs a proprietary blend of fundamental and technical analysis to manage portfolios across various asset classes, focusing on risk reduction and predictable income through both long- and short-term strategies.

Vladimir Belinsky is the sole advisor at Hermitage Advisors, Ltd. in Danville, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Hermitage Advisors since 2003. Hermitage Advisors, Ltd. serves a small, concentrated roster of primarily high-net-worth individual clients, providing individualized portfolio management and ongoing investment advice. The firm employs a primarily non-discretionary approach, selecting and monitoring external investment managers based on a multi-decade network of research, with client decisions made collaboratively.

Tony Pico is the sole advisor at Pico Associates in Oakland, CA, where he has worked since 2005, accumulating 21 years of industry experience. Pico Associates provides retirement income planning, portfolio management, and educational IRA services for individual and family clients. The firm emphasizes diversified allocations using mainly no-load mutual funds and ETFs, with ongoing monitoring and proprietary fund analysis conducted by the principal. It operates as a fee-only adviser with a primarily non-discretionary implementation model and serves a small client base.

Timothy Smith is a financial advisor at Fairway Asset Management, Inc. in San Ramon, CA, with 24 years of industry experience. He holds the Series 66 designation and has been with Fairway Asset Management since 2007. Outside of his advisory role, he owns and operates an insurance agency that offers life insurance policies and fixed annuities tailored to client needs. Fairway Asset Management serves individuals, high net worth clients, pension and profit-sharing plans, and businesses by providing asset management, financial planning, consulting, and educational workshops. The firm uses a combination of fundamental and technical analysis across various investment strategies, including long-term holdings, active trading, and options, while maintaining liquidity through cash and short-term instruments.

Douglas Buser is a CFP® professional with 29 years of industry experience. He has been with Golden Gate Advisors, Inc., an independent firm based in Walnut Creek, CA, since 1998. In addition to his advisory role, he is a partner in a real estate brokerage firm. Golden Gate Advisors is a family-office registered investment adviser serving accredited high-net-worth individuals and related entities. The firm employs a multi-manager, core-satellite investment approach and offers services including financial planning, wealth management, and investment supervisory services for qualified retirement plans.

Kevin Chung is a CFP® and CFA® with 17 years of experience in the financial services industry. He is the founding advisor of Generative Family Office LLC, where he has worked since 2024, following prior roles at JPMorgan Private Wealth Advisors and First Republic Investment Management. He holds an insurance license but is not actively engaged in insurance sales. Generative Family Office advises ultra-high-net-worth and high-net-worth individuals, families, and related entities, focusing on comprehensive family office consulting rather than direct portfolio management. The firm provides investment oversight and guidance to external managers while emphasizing long-term, diversified portfolio principles and extensive non-investment services, including family governance and life-planning coordination.

Durga Eedara is a financial advisor at Eedara Financials with a Series 65 designation and over 20 years of industry experience, including a long tenure at Franklin Resources Inc from 2002 to 2021. Eedara Financials LLC, founded in 2025, provides discretionary portfolio management to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, and technical analysis alongside various trading strategies, operating under client-granted discretionary authority.

Jeffrey Elfont is the sole advisor at Pinnacle Capital Management in Walnut Creek, CA, holding Series 63 and Series 65 credentials with nine years of industry experience. He has been with Pinnacle Capital Management since 2001 and has prior experience in accounting, taxation, and auditing from his career in CPA firms. Pinnacle Capital Management serves institutional clients and pooled investment vehicles while also working with a small number of individual, non-high-net-worth clients. The firm emphasizes transparent custodian selection and explicit conflict-management policies in its investment management and advisory services.

Matthew Rittmann is the sole advisor at Rittmann Capital Management Co. in Moraga, CA, holding a Series 65 credential with 21 years of industry experience. He has led Rittmann Capital Management since 2004. Rittmann Capital Management Co. provides discretionary asset management and financial planning services to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm uses a combination of fundamental, technical, and charting analysis across various instruments, actively managing accounts on a discretionary basis with regular reviews and tax-loss harvesting.

Eric Hull is a CFA® charterholder with 20 years of industry experience. He has been with Evergreen Wealth Advisors, Inc. since 2005, serving as the firm's sole advisor. Evergreen Wealth Advisors, Inc. is a fee-only independent registered investment adviser offering discretionary investment management and consulting services to individuals, families, trusts, estates, corporations, and retirement plans. The firm’s investment approach combines strategic and tactical asset allocation with economic trend analysis, emphasizing risk assessment and portfolio volatility control.

Thomas Porta is the sole advisor at Porta Investment Management in Vallejo, CA. He holds the CFP®, CFA®, and Series 63 designations and has 3 years of industry experience. In addition to advising, Porta is a licensed CPA, estate planner, and real estate broker. Porta Investment Management is an independent wealth management and investment advisory firm serving individuals, trusts, pension plans, corporations, and other business entities. The firm provides financial planning, retirement planning, and discretionary portfolio management, incorporating a core portfolio approach with exchange-traded funds and selective individual stocks, along with diversified holdings across multiple asset classes.

Nicholas Fullerton is a CFP® professional with 17 years of industry experience, operating Fullerton Advisors, LLC since 2008. The firm is an independent advisory practice based in Alamo, CA. Fullerton Advisors serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm provides discretionary and non-discretionary portfolio management, modular financial planning, and pension consulting, using diversified asset-allocation portfolios built primarily with ETFs and mutual funds guided by fundamental and cyclical analysis.

John Knolle is a CFP® professional with 10 years of experience, serving as the principal of Saranap Wealth Advisors since 2016. He operates as the sole advisor at the independent firm based in Walnut Creek, CA. Outside of his advisory practice, he maintains involvement in rental real estate. Saranap Wealth Advisors provides portfolio management integrated with financial planning and investment consultation to individual and high-net-worth clients, small businesses, and retirement plan sponsors. The firm employs a blend of fundamental, technical, and cyclical analysis with strategies such as active asset management and core-plus-satellite construction, and it is known for serving pension and profit-sharing plan clients as well as offering employer-facing workshops and employee benefit analysis.

Kerri Kimball is a CFP® professional with 19 years of experience in the financial services industry. She is the managing partner and co-owner of Apogee Wealth Advisors, an independent firm she established in 2026. Prior to founding Apogee Wealth Advisors, she worked at Commonwealth Financial Network and Cambridge Investment Research Advisors. Kimball is also a co-author of the book *Redefining Success for Female Entrepreneurs*. Apogee Wealth Advisors provides discretionary asset management, financial planning, and retirement-plan consulting primarily to individuals and high-net-worth clients. The firm employs a combination of fundamental and technical analysis and uses both long- and short-term investment strategies, with portfolio management services delivered through third-party platforms and bundled programs.

Jiayi Xu is a Certified Financial Planner® and holds Series 66 and Series 65 licenses, with five years of industry experience. She has been with Global Wealth Harbor since 2021 and previously worked at BizCatcher International, Inc., Carnegie Mellon University, and The Stanich Group LLC. Global Wealth Harbor is an independent registered investment adviser serving individual and business clients, including high-net-worth individuals. The firm offers discretionary portfolio management and financial planning, employing a range of investment strategies that include non-U.S. securities and private placements, and manages approximately $5.17 million across 19 client relationships.