Adero Partners, LLC is a financial advisory firm based in Pleasanton, California. It currently has approximately $3,211,051,691 of assets under management and employs about 53 people. Adero Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

RPG Investment Advisory, LLC is a registered investment adviser based in Pleasanton, CA, established in 2014. The firm offers portfolio management and financial planning services tailored to individual clients. For portfolio management, clients can opt for discretionary or non-discretionary services, with fees up to 1.25% per annum. RPG primarily recommends various securities and does not impose a minimum account size requirement. The firm acts as a fiduciary, obligated to act in clients' best interests, with assets under management totaling $858,493,392 as of December 31, 2024. RPG conducts fundamental research and technical analysis to select securities for client portfolios, offering three main strategies: Income Focused, Balanced, and Growth Focused. The firm's investment strategies involve long-term and short-term purchases, margin transactions, and options trading. RPG does not accept performance-based fees or engage in side-by-side management. The firm's Code of Ethics ensures professional conduct, and clients have discretion over their investment parameters. RPG does not vote proxies on behalf of clients and maintains a Business Continuity Plan for disaster recovery. The firm's Privacy Policy safeguards client information and restricts sharing except in specific circumstances outlined in the policy. Clients can request a full copy of the Privacy Policy from RPG's Compliance Officer.

Mirador Capital Partners, LP is a financial advisory firm established in 2013 and registered as an investment adviser since 2014. The firm specializes in providing comprehensive portfolio management services, financial planning, and consulting to individuals, high net worth individuals, trusts, estates, charitable organizations, and various types of businesses. Their investment strategies include long-term purchases, short-term purchases, trading, and tax loss harvesting. Mirador Capital Partners offers tailored investment advice with the opportunity for clients to place restrictions on their investments. The firm manages assets on a discretionary basis, with a minimum account balance requirement of $500,000 for their Comprehensive Portfolio Management service. Fees for Comprehensive Portfolio Management are calculated based on a percentage of assets under management not to exceed 2.00%. The firm does not charge performance-based fees and acts as a fiduciary, voting client securities in their best interest. Mirador Capital Partners utilizes Charles Schwab & Co., Inc. and Interactive Brokers LLC as qualified custodians. The firm does not accept soft dollars and does not receive compensation for client referrals. Mirador Capital Partners participates in Broadridge's Global Securities Class Action service for asset recovery. The firm does not have custody of client funds in the traditional sense but has custody under specific circumstances, such as the authorization to deduct advisory fees. Mirador Capital Partners does not have any disciplinary events and does not require prepayment of fees that could impair their financial condition.

Maxwell Wealth Strategies Inc., established in July 2015, is a California-based corporation owned by James Eric Maxwell. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Investment decisions are made with discretionary authority granted by clients, ensuring alignment with fiduciary duties. Services include investment strategy, asset allocation, and regular portfolio monitoring. The firm primarily recommends large-cap domestic stocks but may diversify portfolios with mutual funds, fixed income securities, and other instruments. Clients must have a minimum account size of $250,000, which may be waived at the firm's discretion. Fees for portfolio management are asset-based, ranging from 1.00% to 1.50% annually, depending on the total assets under management. Financial planning fees are fixed, ranging from $500 to $5,000. Clients may terminate agreements within specified periods without penalty. Maxwell Wealth does not participate in wrap fee programs and does not accept performance-based fees. The firm acts as a fiduciary, always prioritizing clients' best interests. Investment strategies include fundamental analysis, modern portfolio theory, quantitative analysis, and technical analysis, with a focus on long-term trading. Clients receive monthly account reports and quarterly statements. Maxwell Wealth provides discretionary investment advisory services, managing client accounts without constant consultation. The firm does not accept voting authority for client securities.

BayBridge Capital Group, LLC is a registered investment adviser founded in 2015, specializing in fee-only investment management and financial consulting services. The firm, owned by Kevin C. Batstone and Eugene M. Gurevich, offers discretionary asset management and financial planning services to individuals, high net worth individuals, pension and profit-sharing plans, and businesses. Clients have the option to impose restrictions on investing in certain securities. The firm does not act as a custodian of client assets and has client assets under management of $134,448,121.00 as of December 31, 2022. For asset management services, fees are based on a percentage of assets under management, with a minimum fee of $2,500. ERISA plan services are charged based on a fixed fee or a percentage of assets under management. BBCG does not charge performance-based fees. The firm does not require a minimum account size to open an account and provides investment advice based on fundamental analysis. Clients receive account statements quarterly and have the option to have fees deducted directly from their accounts. BBCG does not compensate for client referrals and does not vote proxies on securities. The firm has no financial conditions impairing its ability to meet client commitments and has not filed any bankruptcy petitions in the past ten years.

Sierra Pacific Financial Advisors, LLC, operating as Sierra Pacific Private Wealth, LLC, offers wealth management, financial planning, and corporate retirement plan advisory services. Established in 2005 and converted to an LLC in 2014, the firm is solely owned by Zheng (Janet) Wan. Investment strategies include long-term and short-term purchases, options, and asset management emphasizing individualized advice. Clients may impose restrictions on asset management investments. The firm charges asset management fees based on a percentage of assets under management, with financial planning fees on an hourly or flat fee basis. Minimum account balance for asset management is $500,000, with fee deductions from client assets. The firm does not charge performance-based fees, offers fiduciary services for corporate retirement plans, and provides referrals to third-party money managers. Investment analysis includes charting and fundamental analysis. The firm reviews accounts at least twice a year and does not accept proxy authority. Sierra Pacific Financial Advisors does not require prepayment exceeding $1200 or have financial conditions impairing client commitments. No bankruptcy petitions have been filed in the past ten years.

Media Wealth, LLC, established in 2025, is a registered investment adviser offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm is part of the Focus Financial Partners, LLC partnership and offers services based on client asset levels. Clients with up to $500,000 receive portfolio management, while those with higher assets gain access to additional planning services. The firm charges an annual advisory fee based on a tiered percentage of managed assets. Media Wealth is a fiduciary under ERISA and IRC, acting in the best interests of clients. The firm may recommend private investment funds and provides insight into investment strategies, risk analysis, and potential risks involved in securities investments. Media Wealth does not have a disciplinary history and does not accept performance-based fees. Clients include individuals, high-net-worth individuals, pension plans, and trusts. The firm does not maintain physical custody of client assets and does not vote client proxies. Clients receive account statements from the custodian, Charles Schwab. Media Wealth does not vote client proxies and does not have a bankruptcy history. For more information, clients can contact the Chief Compliance Officer, James M. Knight.

TVV Advisers, LLC is a financial advisory firm established in 2022, based in Pleasanton, CA. The firm specializes in providing investment advisory services to privately offered pooled investment vehicles, specifically Tri Valley Ventures I, L.P. and Tri Valley Ventures II, L.P. TVV does not have the authority to select investment opportunities for the Funds but provides recommendations. The minimum initial investment in the Funds ranges from USD $100,000 to $250,000, with the possibility of waiver at TVV's discretion. TVV charges a Management Fee based on investors' capital commitments, initially set at 2.5% annually and gradually reduced to a minimum of 1.5%. Additionally, the Funds incur various costs and expenses associated with their operation. TVV does not charge performance-based fees but receives a carried interest of 20% on distribution proceeds. The firm emphasizes investment in early-stage technology companies in the Tri-Valley area, with a focus on technology, life sciences, and hardware industries. Investors should be aware of the risks associated with venture capital and early-stage investments, including potential loss of investment and lack of liquidity. TVV does not have discretionary authority over the Funds' assets and generally does not vote proxies for clients. The firm has not experienced any material disciplinary events and maintains a Code of Ethics to ensure fair and ethical practices.