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.

Louis Romero III is a financial advisor with OSAIC in San Ramon, CA, holding a Series 66 designation and 19 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for nine years and MetLife Securities Inc. for one year. Outside of advisory work, he owns and operates Sentinel Wealth Strategies, providing financial planning and annuity sales. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and investment options through a large network of financial advisers.

Megan Rouse is the principal of Megan Rouse Financial Planning in Dublin, California, holding the CFP® designation and a Series 65 license with 17 years of industry experience. She is also a California Licensed Professional Fiduciary and operates a separate fiduciary services business. Megan has provided financial planning services since 2009. Her firm advises individuals, families, and small businesses with comprehensive or segmented financial planning, focusing on non-discretionary advice and low-cost investment options such as mutual funds and ETFs. The firm uses project, hourly, or retainer fee structures and does not manage client assets or take custody of funds.

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.

Dalbir Gill is the principal of Khalis Financial Advisors LLC and holds the PFS™ designation with two years of industry experience. He also owns and operates Dalbir Singh Gill, CPA, a tax and accounting services business. His prior experience includes roles at Stanford Health Care, Kforce, and several accounting firms. Khalis Financial Advisors LLC provides portfolio management, pension consulting, and financial planning services to retirement plans and individual clients. The firm employs a variety of analytical approaches within documented Investment Policy Statements and primarily manages assets on a non-discretionary basis.

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.

Alexander Conaghan is the principal of Conaghan Financial Services in Dublin, CA, holding a Series 65 credential with 12 years of industry experience. His work history includes roles at Strand Boyce O'Shaughnessy CPAs and TruNote Investment Advisors. He also operates a sole-proprietorship tax and accounting service known as Five Star Tax and Accounting. Conaghan Financial Services serves individual investors, small and medium-sized businesses, pensions, trusts, and other entities, providing financial planning, portfolio management, retirement planning, college savings advice, and small-business retirement plan services. The firm integrates tax-related services into its advisory work and employs a proprietary investment process that emphasizes risk mitigation and a combination of quantitative and qualitative analysis.

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.

Denise Johnson is the principal of Five Talents Wealth Management in Dublin, CA, with 17 years of industry experience. She holds Series 66 and Series 65 credentials and previously worked at Accenture, LLC for eight years. Denise also founded Denise-Danielle Strategy Consulting, where she provides business strategy consulting, authors content, and delivers educational materials. Five Talents Wealth Management offers non-discretionary investment supervisory services and financial planning to individuals, charitable organizations, and corporations. The firm uses a range of analytical approaches and implements diverse investment strategies tailored to client goals, operating primarily on an asset-based advisory model without taking custody of client assets.

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.

Samah Naguib is a CFA® charterholder with 12 years of industry experience. She has worked at Pleasanton Wealth LLC since 2018 and previously spent 11 years at Charles Schwab. Pleasanton Wealth provides comprehensive financial planning and portfolio management to individuals, families, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a discovery-driven financial planning process and combines technical, fundamental, cyclical, quantitative, and qualitative analysis in portfolio construction.

Sunday Peters is the principal of SOBORA Capital and holds Series 63 and Series 65 licenses with nine years of industry experience. His prior work includes roles at Security Industry Specialists, Inc. and various SOBORA entities dating back to 2016. Peters also holds California real estate, mortgage, and insurance licenses and provides related services through affiliated SOBORA entities. SOBORA Capital offers non-discretionary investment management, capital-markets advisory, and financial planning primarily to institutional and business clients, including pension plans, endowments, and firms in real estate, construction, and engineering. The firm combines investment advisory with mortgage, real estate, and insurance services and provides ERISA plan consulting and participant education.

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.

Eugene Demmler is a financial advisor with LPL Financial in Castro Valley, CA, holding a Series 63 designation and over 33 years of industry experience. He has been associated with LPL Financial since 1996 and operates E. Demmler & Associates, an independent investment advisory firm, since 2002. Through this firm, he provides financial planning and consulting services. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with in-house research and a broad range of portfolio management options, combining advisory operations with non-advisory product offerings.

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.