Willington Fong is a financial advisor with RB Capital Management, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at RB Capital Management since 2018 and previously held roles at APW Capital, Inc., FSC Securities Corp, and Investment Capital Group Mortgage. Outside of advisory work, he is involved in residential mortgage sales and real estate brokerage. RB Capital Management serves a diverse client base including individuals, corporations, trusts, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, emphasizing asset allocation, diversification, and personalized portfolios with continuous monitoring.

Dawn Hale is a financial advisor with BCN Financial, Inc. in Alameda, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Her career includes roles at LPL Financial, Crown Capital Securities, and Quest Securities. BCN Financial provides retirement plan advisory and financial planning services primarily to participants in employer-sponsored retirement plans and members of public safety associations. The firm’s investment approach focuses on mutual funds and ETFs with a mix of fundamental, technical, and sentiment analysis combined with market timing, serving a client base distinct from typical high-net-worth individuals.

Franco Cirelli is a CFP®-credentialed financial advisor with Augustine Asset Management Inc, based in San Francisco, CA. He has eight years of industry experience and co-founded SeatSub, Inc., an online live event season ticket service. Additionally, he has taught business classes as a lecturer at City College of San Francisco since 2003. Augustine Asset Management serves high-net-worth individuals, families, and institutional clients with fee-only investment management and portfolio advisory services. The firm uses a research-oriented process combining macroeconomic and fundamental analysis to manage active global equity and fixed-income strategies, with a particular emphasis on public-sector clients.

John Marty is a financial advisor at RB Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at APW Capital, Inc. and Fsc Securities Corp. Outside of his advisory role, he is involved in real estate brokerage and financing through his ownership and partnership in related businesses. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, emphasizing asset allocation, diversification, and personalized portfolios tailored to clients’ goals and risk tolerance.

Joseph Knebel is a financial advisor at Twin Peaks Wealth Advisors with 16 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. His prior experience includes roles at Morgan Stanley and Fisher Investments. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, families, trusts, and retirement plans. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, offering discretionary portfolio management and integrated financial planning tailored to a range of account sizes.

Robert Stafford is a CFP® with 22 years of experience in the financial services industry. He is currently a member of the seven-advisor team at Vantage Wealth Management, LLC, where he has worked since 2023. Prior to this, he was with Woodbury Financial Services Inc. and Link-Allen & Associates, among other firms. Stafford holds a California insurance license and operates a sole proprietorship as an insurance agent, providing insurance products as part of his financial planning services. Vantage Wealth Management serves individuals, trusts, retirement plans, charities, corporations, and broker-dealers, managing approximately $897 million in client assets. The firm offers customized portfolio management focused on diversified asset allocation and employs both strategic rebalancing and tactical adjustments across multiple investment platforms.

E F Ryan Hughes is a financial advisor at BCN Financial, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, MassMutual Northern California, the City of Fairfield, CA, and Paramedics Plus. BCN Financial, Inc. provides retirement plan advisory and financial planning services primarily to participants of employer-sponsored retirement plans and members of Police and Fire Department associations, managing over $81 million in assets under advisement. The firm employs a market-timing investment process focused on mutual funds and ETFs, and emphasizes client reporting through regular portfolio and performance reviews.

Everest Wong is a financial advisor at Tactivest, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Crypto Brokers, Comprehensive Asset Management, LPL Financial, and Citicorp Investment Services. He is also a licensed insurance agent, dedicating part of his time to the sales of fixed and indexed insurance products. Tactivest provides ongoing portfolio management and financial planning services primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm employs a range of investment strategies and incorporates third-party models and tax-management tools while offering customized services without account minimums.

Daniel Wu is a financial advisor at Strait & Sound with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has held roles at several firms, including Pair Capital Wealth Management and Global Investment Science. Wu is also the founder and CEO of OnVest LLC, a software company specializing in analytics for the financial markets. Strait & Sound provides discretionary wealth management, financial planning, and investment consulting to individual, high-net-worth, and business clients. The firm employs a mosaic investment approach incorporating valuation metrics, behavioral and technical analysis, and portfolio construction with an emphasis on diversification and capital preservation.

Dermott Larkin is a financial advisor at Cypress Wealth Services, LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Cypress Wealth Services in 2025, he worked for Perigon Wealth Management, LLC for seven years and spent two years at Trinet, Inc. Cypress Wealth Services manages approximately $1.34 billion on a discretionary basis for about 825 clients through a team of 14 advisors. The firm offers customized investment management, comprehensive financial planning, and retirement plan consulting primarily to high net worth individuals, families, trusts, estates, and businesses. Their investment approach emphasizes fundamental analysis and a generally long-term orientation, utilizing a range of investment vehicles including mutual funds, ETFs, equities, fixed income, and alternative investments.

Lori Bodenhamer is a CFP® and Series 65-licensed advisor with four years of industry experience. She has worked at Abundo Wealth since 2022 and previously held roles at Farther Finance, Mercer Global Advisers, and in media companies including Group Nine Media and Discovery Digital Networks. Outside of her advisory work, she is a co-writer for a creative stage theater project titled "Retirement: The Musical." Abundo Wealth provides ongoing, non-discretionary financial planning and investment advice to individuals and families through a client portal and third-party planning software. The firm emphasizes passive, low-cost broad market index funds and focuses on asset allocation, tax-aware placement, and managing behavioral risk while clients retain control of implementation.

Delbert White is a financial advisor with BCN Financial, Inc. holding a Series 66 designation and nine years of industry experience. His career includes roles at Crown Capital Securities, L.P. and LPL Financial, as well as prior public service with the City of Oakland. Outside of advisory work, he maintains a notary license and is involved in providing fixed insurance products. BCN Financial, Inc. specializes in retirement plan advisory and financial planning services for employer-sponsored plan participants and members of police and fire department associations. The firm employs an investment process focused on mutual funds and ETFs combined with fundamental, technical, and sentiment analysis, typically offering non-discretionary advice within client plan options.

Jeffry Bratzler is a CFP® professional with 37 years of industry experience. He is affiliated with BCN Financial, Inc., where he has worked since 2004, and has prior experience at Quest Securities, Inc., Crown Capital Securities, LP, and LPL Financial. Bratzler holds a Notary License and has engaged in non-variable insurance activities. BCN Financial provides retirement plan advisory and financial planning services primarily to participants in employer-sponsored retirement plans, members of police and fire associations, and various institutional clients. The firm’s investment process emphasizes mutual funds and ETFs with a market-timing approach and is notable for its regular client reporting and focus on specialized client segments.

John Mchugh II is a financial advisor at 1 St Discount Brokerage, Inc. with 49 years of industry experience. He holds a Series 63 designation and has worked at 1 St Discount Brokerage since 2002, as well as at Thomas F. White & Co., Incorporated and Mcclurg Capital Corporation since 1990. 1 St Discount Brokerage, Inc. serves individuals, corporations, and pension/profit-sharing plans, offering a range of advisory services including portfolio management, financial planning, pension consulting, and tax/accounting through its MyCFO offering. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis to guide investment decisions, operating both discretionary and non-discretionary accounts.

John Dodd is a financial advisor at Catalyst Private Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Catalyst since 2019, following roles at Mutual Advisors, LLC and ClearPath Capital Partners LLC. Outside of his advisory work, he is the founder of The Lonely Mushroom, a custom crush wine business. Catalyst Private Wealth is a registered investment adviser managing approximately $330.6 million for around 483 clients through a team of five advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and institutional accounts using a combination of fundamental, technical, and tactical investment strategies tailored to client objectives and risk profiles.

Thomas Reed is a financial advisor at TrueNorth Wealth in San Francisco, CA, holding a Series 65 credential with three years of industry experience. His prior work includes roles at BRJ Distributing and Gonzaga University. TrueNorth Wealth serves individual and high-net-worth clients, including physicians, surgeons, business owners, and retirees, as well as corporate retirement plans and institutional clients. The firm provides comprehensive financial planning, investment supervisory services, and institutional consulting, with an emphasis on asset allocation, portfolio construction, and regular client communication.

Eleanor Hall is a financial advisor at One Wealth Advisors, LLC in San Francisco, CA, holding a Series 65 credential with three years of industry experience. She has been with One Wealth Advisors since 2021 and previously worked at WeWork from 2019 to 2021. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, offering comprehensive wealth management, financial planning, and portfolio management with a primarily long-term investment approach enhanced by tactical overrides. The firm manages approximately $1.25 billion for about 406 clients through a team of 11 advisors, focusing on wealthier, more concentrated relationships.

Daniel Platt is a CFP® and CFA® with 17 years of experience in the financial services industry. He has worked at Neumann Capital Management since 2019 and previously held roles at Brio Financial Group and Ameriprise Financial Services. Platt is based in Foster City, CA, and holds Series 63 and Series 65 licenses. Neumann Capital Management serves individual and high-net-worth clients, as well as trusts and charitable organizations, offering both comprehensive and essential wealth management programs. The firm employs a strategic asset allocation approach with disciplined rebalancing and in-house research, managing approximately $568.5 million in discretionary assets across five offices.

Tamaki Faneuff is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Catalyst Private Wealth, LLC since 2022 and previously worked at Sanford C. Bernstein & Co., LLC and UBS. Catalyst Private Wealth is an SEC-registered advisory firm that serves individuals, trusts, retirement plans, and institutions with investment management, financial planning, and consulting services. The firm employs both active and passive strategies and multiple analytical methods to tailor diversified portfolios to client goals and risk tolerances.

David Steele is a financial advisor with One Wealth Advisors, LLC in San Francisco, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at J.P. Morgan Securities for 17 years before joining One Wealth Advisors in 2015. Outside of his advisory role, he is a part-owner of a restaurant group and serves on the advisory boards of several restaurant and entertainment-related businesses, as well as a nonprofit organization. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, offering comprehensive wealth management and financial planning. The firm’s investment approach emphasizes long-term portfolio construction with tactical flexibility, utilizing diversified funds, independent managers, and third-party platforms to implement investment strategies.