Daniel Young is a CFP® with 22 years of industry experience. He is currently with Delta Investment Management, LLC, where he has worked since 2022. Prior to that, he held positions at Lido Advisors and Quantum Capital Management. Delta Investment Management provides discretionary investment management, financial planning, and investment consulting to individuals, institutions, trusts, and pension plans, often onboarding clients with a minimum account size of $50,000. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple distinct strategies, including ETF-based tactical approaches and concentrated equity mandates, and serves as a subadvisor to other investment advisors.

Stuart Crandall is a CFP® professional with 20 years of industry experience. He is currently with HCM Wealth, where he has worked since 2026, following a decade at Hutchinson Capital Management. HCM Wealth is an independent, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on financially conservative, high-net-worth clients and employs a value-oriented investment approach emphasizing capital preservation through concentrated equity portfolios and laddered fixed income.

Jacqueline Remar is a CFP® professional with eight years of industry experience, currently serving at Meritas Wealth Management, LLC in San Rafael, CA. She has been with Meritas Wealth Management since 2013. Meritas Wealth Management provides fee-only investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm’s investment approach focuses on strategic asset allocation with long-term, buy-and-rebalance portfolios primarily using no-load mutual funds and institutional share classes.

Richard Kuchen Jr. is a financial advisor at Private Wealth Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Private Wealth Partners since 2015. Private Wealth Partners provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts and estates, and corporations. The firm manages approximately $1.92 billion in client assets and employs a range of strategies, including equities, ETFs, fixed income, structured notes, private credit, and select covered-call option programs.

David La Placa is a financial advisor with Intellectus Partners, LLC in San Francisco, holding a Series 63 designation and over 32 years of industry experience. He has been with Intellectus Partners since 2015. Outside of his advisory role, he is involved in multiple software and technology ventures, serving in capacities such as managing member, advisor, and board member for several companies focused on software development and strategic consulting. Intellectus Partners provides wealth management, investment consulting, financial planning, and portfolio management to high-net-worth individuals, trusts, estates, and private funds. The firm combines fundamental analysis with proprietary quantitative models and alternative data, offering both discretionary and non-discretionary services tailored to clients with significant assets and pooled investment vehicles.

William Bomar is a financial advisor with Alpha Wealth Management and Planning LLC in Novato, CA. He holds the Series 66 designation and has 20 years of industry experience, including roles at Applied Financial Planning, Inc. and LPL Financial, LLC where he has been active for the past 10 years. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, and specialized advisory services. The firm employs a primarily long-term investment approach integrating fundamental, technical, cyclical, and charting analysis to build diversified portfolios, and manages approximately $319.6 million for about 473 clients.

Christian Mejia is a financial advisor at Sivia Capital Partners, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, SF Sentry Securities, Fidelity Brokerage Services, and Charles Schwab. Sivia Capital Partners provides tailored wealth management services to high-net-worth individuals and families, combining asset management, financial planning, and family office services. The firm employs a broad range of investment instruments and permits the integration of private and digital assets within its portfolios.

Andrei Jigalin is a CFP® with 29 years of experience, currently serving as an advisor at Alpha Wealth Management and Planning LLC since 2012. He is also registered with LPL Financial and holds a Series 63 designation. Aside from his advisory role, he has involvement with non-variable insurance businesses. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a primarily long-term investment approach that combines fundamental, technical, cyclical, and charting analysis to build diversified portfolios, and manages approximately $319.6 million for about 473 clients through a team of six advisors.

Andrew Houghton is a financial advisor at Delta Investment Management, LLC in San Francisco, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Delta since 2008 and was previously with US Capital Wealth Management, LLC from 2016 to 2018. Delta Investment Management provides discretionary investment management and consulting to individuals, institutions, trusts, and pension plans, and serves as a subadvisor to other firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning within its advisory services.

Jennifer Schmitz is a financial advisor at GenCap Portfolio Management with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Front Row Advisors LLC since 2017, Urban Concepts LLC since 2015, and I2 I Analytics, LLC from 2007 to 2017. She is also an owner of a real estate design and development company in Wilmington, Delaware. GenCap Portfolio Management provides discretionary and non-discretionary portfolio management, financial planning, and subadvisory services to individuals, high-net-worth clients, and other investment advisers. The firm uses fundamental analysis and modern portfolio theory to manage diversified portfolios without a stated account minimum.

Paul Grace is a financial advisor at Aspirean Wealth, LLC with 25 years of industry experience. He has been with Aspirean Wealth, formerly Grace Financial Associates, since 2014 and previously operated Tamalpais Tax Services, Inc. for over three decades. In addition to his advisory role, he provides tax preparation services and offers life insurance, fixed annuities, long-term care, and disability products. Aspirean Wealth serves individuals, high net worth clients, and employer-sponsored retirement plans with comprehensive portfolio management, financial planning, and retirement consulting. The firm employs a long-term, asset-allocation-driven investment approach using diversified, passively managed funds and third-party money managers.

William Dagley is a financial advisor at Private Wealth Partners, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Private Wealth Partners since 2005. Private Wealth Partners, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pensions, corporations, and bank trust departments. The firm manages approximately $1.98 billion in assets and employs a combination of fundamental and quantitative analysis across multiple asset classes, including equities, ETFs, fixed income, and alternatives, while utilizing both long- and short-term trading strategies.

Gregg Clarke is a CFP® professional with 27 years of experience in financial advising. He has been with Meritas Wealth Management, LLC since 2008. Outside of his advisory role, he mentors in the Financial Planning Association’s Residency Program, developing and delivering case studies to CFP® professionals and candidates. Meritas Wealth Management provides fee-only investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm emphasizes strategic asset allocation and long-term, buy-and-rebalance portfolios primarily using no-load mutual funds and institutional share classes.

Spencer O Donnell is a financial advisor with O'Donnell Financial Services, LLC in San Rafael, CA, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Independent Financial Group, LLC and The Don Room, El Cortez. O'Donnell Financial Services, LLC provides wrap asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, and business entities. The firm offers a range of investment strategies through discretionary and non-discretionary mandates, including sub-advisory services.

Patricia Delgrande is a CFP® and an advisor at Chequers Financial Management LLC with four years of experience at the firm. She also serves as COO and CFO of DN&E Walter & Co., where she has worked since 2000. Chequers Financial Management provides wealth management and financial planning primarily for ultra-high-net-worth individuals, complex multi-generational families, and related entities. The firm employs a strategic and tactical asset allocation approach, emphasizing low-cost, passively managed funds and comprehensive planning services.

Jasin Carlen is an advisor at Alpha Wealth Management and Planning LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with LPL Financial since 2010. In addition to his advisory role, he provides non-variable insurance focusing on long-term care, life, and disability coverage. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, and specialized advisory services. The firm uses a primarily long-term investment approach that incorporates multiple types of analysis to build diversified portfolios, with ongoing account review and tax-efficient strategies.

Robert Wells is a CFA® charterholder with six years of industry experience. He is currently an advisor at Selby Wealth Management and has previously worked at John W. Brooker & Co., CPAS, PC and Keating Consulting Group. Outside of finance, he has been involved in music licensing and performance since 1993 and works as a Music Licensing Consultant for Austin City Limits Enterprises, managing music publisher relations and licensing. Selby Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio construction using mutual funds, ETFs, and individual securities, and acts as a fiduciary for retirement accounts under ERISA/IRC.

Valerie De Vol is a financial advisor at Assembly Wealth with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at WrapManager, Inc. from 2005 to the present. Assembly Wealth is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, standalone financial planning, and third-party manager services, utilizing a combination of asset allocation, specialized strategies, and wrap fee program structures.

Julian Goodman is a financial advisor at Stonebridge Financial Group with one year of industry experience. He holds a Series 66 designation and has previous experience at firms such as Equitable Advisors, Blair Martin Financial Professional, and Beacon Pointe Advisors. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, offering discretionary wealth management, financial consulting, and retirement plan advisory services. The firm uses a combination of quantitative and qualitative analysis, modern portfolio theory, and occasional charting to manage diversified portfolios across various asset classes.

Xuan Wang is a financial advisor at Delta Investment Management, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Quantum Capital Management and Lido Advisors, LLC. In addition to her advisory role, she serves as an Operation Manager at Chestnut Street Global Advisors, LLC, a financial planning firm. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, offering a range of strategies including systematic ETF rotation and concentrated equity mandates. The firm also serves as a subadvisor to other advisory firms and integrates financial planning into its asset management services.