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.

Jung Chang is a financial advisor with Andrew Garrett, Inc. in Palo Alto, CA, holding Series 63, 65, and 66 designations and bringing 30 years of industry experience. He has been with Andrew Garrett, Inc. since 2008. Outside of advisory work, he owns a tax preparation and accounting business where he provides tax and accounting services. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model using various sub-advisers and program sponsors to implement strategies tailored to client suitability profiles.

Mitchell Tuchman is a financial advisor at Rebalance LLC in Palo Alto, CA, holding a Series 65 designation with 17 years of industry experience. He has been with Rebalance LLC since 2011 and is also involved with Jacksonnet, LLC since 2000. Rebalance LLC provides investment management, financial planning, and decision-support services to individuals, high-net-worth clients, retirement plans, and pooled vehicles through its Rebalance360 program. The firm uses a strategic asset-allocation framework focused on long-term rebalancing and manages accounts primarily on a discretionary basis.

J.C. Torres is a Series 65-licensed financial advisor with 14 years of industry experience, currently serving at Solstein Capital, LLC since 2010. He is also a member of Solstein GP, LLC, an entity managing the affairs of Solstein Capital Partners, L.P. Solstein Capital provides discretionary investment management to high-net-worth individuals, family offices, and institutional investors through private funds and separately managed accounts. The firm employs a value-based, concentrated investment approach focused on fundamental analysis and capital preservation.

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.

Andrew Cattano III is a financial advisor at Occidental Asset Management, LLC with 25 years of industry experience. He has held roles at Occidental since 2013 and previously worked at Acc Investment Management, Inc. from 2001 to 2014. He holds a Series 63 designation. Occidental Asset Management advises high-net-worth individuals and institutional clients through separately managed accounts, providing wealth management, portfolio management, and comprehensive financial planning services. The firm employs a range of analytical tools and oversees roughly $1.4 billion for about 945 clients with a team of 12 advisors across six offices.

Vijay Patel is a financial advisor at MA Private Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mercer Global Advisors Inc. and Dragon Financial Group. Patel joined MA Private Wealth in 2021, where he is part of a team of five advisors. MA Private Wealth manages approximately $584 million for around 350 clients, offering discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm serves individuals, families, trusts, and select entities, using a tailored, long-term investment approach grounded in fundamental analysis and supported by third-party research and model recommendations.

Stephen Philliber is a financial advisor at WP Advisors, LLC in South San Francisco, CA, with 26 years of industry experience. He has been with WP Advisors since 1999 and holds Series 63 and Series 65 designations. WP Advisors provides personalized investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm creates customized portfolios based on client goals and risk profiles, using fundamental analysis and a mix of long- and short-term strategies, and manages approximately $506 million in client assets.

Shane Clark is a Series 65-licensed financial advisor with six years of industry experience. He is currently affiliated with International Asset Management and serves as an Investment Advisor Representative and Chief Compliance Officer at Odyssey Wealth LLC. Clark’s prior work includes a position at Cross Border Planning. International Asset Management is a team-based registered investment adviser serving individual clients, high-net-worth and expatriate investors, other advisory firms, and small businesses. The firm emphasizes a global investment approach with attention to currency hedging and cross-border tax considerations, managing approximately $173 million for about 188 clients.

Shijun Liu is a financial advisor at Parker Investment Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Parker Investment Management since 2010. The firm serves individual investors, retirement plans, charitable organizations, and corporations by providing discretionary portfolio management and financial planning services. Parker Investment Management employs a tactical asset allocation approach using low-cost mutual funds and ETFs, supplemented by proprietary analysis and option strategies for qualified clients.