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.

Kevin Hummel is the sole advisor at Run Free Capital LLC, a state-registered investment adviser based in San Ramon, CA. He holds a Series 65 designation and has been involved in financial services since 2025. His background includes work as an options trader and financial engineer, an MBA, and a brief period in clinical nursing. Outside of advising, he operates a sole proprietorship managing real estate rental properties. Run Free Capital LLC provides financial planning and discretionary investment management services to individual clients. The firm employs a long-term, research-based investment approach combined with fundamental, technical, and cyclical analysis, and offers portfolio management across various asset classes including mutual funds, ETFs, equities, bonds, and REITs.

Sarah Huang is a CFP® professional with 31 years of experience in the financial services industry. She is the owner and sole advisor at New Spring Financial Planning, LLC, an independent firm she has operated since 2012. Prior to founding New Spring, she worked at Purshe Kaplan Sterling Investments for 11 years. New Spring Financial Planning provides financial planning, investment management, and consulting services to individual investors, high net worth clients, trusts, estates, retirement plans, and business entities. The firm emphasizes customized, non-discretionary portfolio management with a disciplined, conservative, long-term approach based on client objectives and risk tolerance.

Jeffrey Muhr is a financial advisor with Muhr Advisory Group in Clayton, CA, holding a Series 65 designation and eight years of industry experience. He has been with Muhr Advisory since 2003 and also operates Clayton Tax Consultants, where he provides tax preparation services. Muhr Advisory Group is an independent, fee-only firm serving individuals and various entities such as pension plans, trusts, and charitable organizations. The firm employs an integrated asset-allocation approach and manages approximately $51.6 million in client assets, primarily on a non-discretionary basis.

Huy Trieu is a CFP® and Series 66-registered financial advisor with 22 years of industry experience. He is the sole advisor at Key Focus Wealth LLC, where he has worked since 2020. Prior to that, he spent seven years at Bellwether Capital Management LLC. Key Focus Wealth LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm also offers ERISA plan services for qualified retirement plans, tailoring investment programs using fundamental and technical analysis along with both long- and short-term strategies.

Daniel Leonard is a CFP® and Series 63 licensed financial advisor with 13 years of industry experience. He is currently with Powering Your Retirement, where he has worked since 2021, and also maintains a role at Marathon Retirement Planning, Inc. since 2016. In addition to his advisory work, Leonard owns and operates Marathon Tax Planning, a tax preparation business, and is a licensed insurance agent. Powering Your Retirement provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients, focusing on tailored investment strategies that incorporate multiple analytical methods and both long- and short-term trading. The firm also offers tax-preparation services and insurance product recommendations alongside its advisory offerings.

Thomas Manetta is a financial advisor with Manetta Wealth, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at several firms, including Perigon Wealth Management and Anthem Wealth Partners. Manetta is dually registered with both Manetta Wealth Management and Perigon Wealth Management. Manetta Wealth Management provides discretionary portfolio management primarily for high-net-worth individuals, focusing on customized investment policy statements and portfolios concentrated in equities and fixed income. The firm employs a combination of charting, fundamental, quantitative, and technical analysis within a modern-portfolio framework, operating with discretionary trading authority and maintaining a relatively small client roster.

Lincoln Edgar is the sole advisor at Edgar Investment Management LLC, an independent firm based in Danville, CA. He holds Series 63 and Series 66 designations and has 16 years of industry experience, including 17 years with his current firm. Edgar Investment Management is a fee-only registered investment adviser that manages approximately $5.93 million in discretionary accounts. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, focusing on disciplined equity investing through a proprietary screening process targeting “Stable Growth” companies and complementing stock holdings with sector and fixed-income ETFs for diversification.

Irina Yantikova is a financial advisor at West-East Wealth Management, LLC with eight years of industry experience. She holds a Series 65 designation and has been with West-East Wealth Management since 2017. The firm provides discretionary, personalized investment management to individuals, trusts, pension plans, and corporations, tailoring accounts to clients’ risk tolerance, time horizon, liquidity needs, and tax considerations. West-East Wealth Management employs a range of strategies including value, income, options, and speculative portfolios, and manages client accounts solely on a discretionary basis.

Daniel Claffey is a financial advisor at Edmd Financial Strategies, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Edmd Financial Strategies since 2010. In addition to his advisory role, Claffey assists families with education funding strategies, including financial aid guidance and tax preparation services. Edmd Financial Strategies provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolio construction using fundamental analysis and employs a range of strategies from long-term buy-and-hold to short-term trading, with continuous portfolio monitoring and an internal due-diligence process.

Sumit Sarkar is the sole advisor at Bent Creek Capital LLC, an independent investment advisory firm. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including eight years at NRG Energy and a brief period as self-employed. Bent Creek Capital LLC provides discretionary portfolio management to individuals, high-net-worth clients, and corporate/business clients, using a hub-and-spoke model that links separate accounts to a manager-held hub portfolio. The firm’s investment approach focuses on fundamental analysis with an emphasis on energy and North American markets, employing both long-term and short-term trading strategies.

Michael Ching is a financial advisor at Nardene Wealth Management Inc in Brentwood, CA, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Nardene Wealth Management since 2008. Nardene Wealth Management provides investment management and comprehensive financial planning services to individuals, businesses, charities, and small pension plans. The firm combines fundamental and technical analysis to manage diversified portfolios and collaborates with third-party managers to offer specialized investment strategies.

David Gold is a financial advisor at Newleaf Wealth Management, LLC in San Ramon, CA, with 11 years of industry experience. He holds the Series 63 designation and has been with Newleaf Wealth Management since 2013. Newleaf Wealth Management provides discretionary and non-discretionary investment management and consulting services for individuals, trusts, corporate and not-for-profit retirement plans, and charitable institutions. The firm emphasizes strategic asset allocation, global diversification, and tailored manager/fund selection, with a notable focus on retirement-plan and pension consulting as well as advisory services for charitable organizations.

Steven Willis is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He has operated Willis Financial Services, Inc. in Clayton, CA since 2010. Willis is also registered as an insurance agent, though he spends minimal time in this capacity. Willis Financial Services, Inc. provides investment management and comprehensive financial planning to individuals, trusts, small businesses, and certain retirement plans. The firm employs an asset-allocation-driven investment approach focused on passive index funds, cost control, and tax efficiency, while also integrating accounting, tax-preparation, and insurance services.

Rory Vanderheyden is a CFP® with six years of industry experience, currently serving as the sole advisor at Intelligent Investing. He has been associated with Intelligent Investing since 1995. Intelligent Investing is a fee-only independent advisory firm that provides comprehensive financial planning and investment management to individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a strategic asset allocation approach using a core-and-satellite framework with a combination of passive index funds and selective active funds, managing approximately $38 million in client assets across about 66 accounts.

Lance Quesada is a financial advisor at Oak Tree Securities, Inc. with six years of experience, holding Series 63, Series 65, and Series 66 licenses. He has been with Oak Tree Securities since 2020 following his time as a student from 2016 to 2020. Oak Tree Securities, Inc. provides estate and financial advisory services to individuals, couples, executives, small business owners, and retirees, focusing on portfolio analysis, retirement projections, tax and estate planning, and brokerage investment advice. The firm emphasizes diversified allocations with a buy-and-hold investment strategy, managing accounts on a non-discretionary basis with ongoing client reviews.

Nicholas Ventimiglio is a financial advisor with Giving Tree Wealth Advisors in San Ramon, CA, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He previously worked at Fortune Financial Services, Inc. and operates his own registered investment advisor entity, Nicholas Ventimiglio, CDFA, Inc. He is also a co-founder of Trade Wrangler, Inc., a financial software company currently in development. Giving Tree Wealth Advisors provides discretionary portfolio management, financial planning, and limited-scope ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, and plan sponsors. The firm manages approximately $107 million using model-based investment programs implemented through third-party platforms and managers, combining institutional mutual funds, ETFs, separately managed accounts, and a proprietary sleeve.

Daniel Quesada is a financial advisor with Oak Tree Securities, Inc. in Brentwood, CA, holding a Series 63 designation and 49 years of industry experience. He has been with Oak Tree Securities since 1986. Outside of his advisory role, he is involved in life insurance sales through Lakeview Financial on a commission basis. Oak Tree Securities provides estate and financial advisory services to individuals, couples, executives, small business owners, retirees, and fiduciary entities, focusing on diversified investment allocations managed on a non-discretionary basis without market timing.

Louis Dagen is a CFP® and ChFC® credentialed financial advisor with 34 years of industry experience. He is the sole advisor at Auspicious Financial Planning, LLC, where he has worked since 2018. Prior to that, he was affiliated with Raymond James Financial Services from 2014 to 2018. Auspicious Financial Planning, LLC provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management using a combination of fundamental, technical, and cyclical analysis, managing over $274 million in assets with a focus on individualized client accounts and a proprietary wrap fee program.

Landon Blodgett is a financial advisor at Blodgett Wealth Advisors, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mercer Advisors, Insight Capital Management, Fisher Investments, and Charles Schwab & Co., Inc. Blodgett Wealth Advisors, LLC manages approximately $251 million for around 103 clients, serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-method investment approach and offers discretionary portfolio management along with financial planning and retirement plan consulting.