Keli Cole is a financial advisor at Avalon Capital Management in Menlo Park, CA, holding a Series 65 designation with five years of experience in the industry. Prior to joining Avalon, she worked at Capstone Financial Group and KPMG. Avalon Capital Management serves high net worth individuals and families, offering discretionary investment management alongside cash management and fixed-income services. The firm uses a proprietary, quantitative investment process combined with external research and investment-committee review to implement dynamic global asset allocation across a multi-asset framework.

Darcy Smoot is a CFA® charterholder with nine years of industry experience and has been with Nelson Capital Management, LLC since 2014. He holds a Series 63 license and is based in Menlo Park, CA. Nelson Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other investment advisers. The firm provides portfolio management, financial planning, and retirement plan asset-management services, employing a fundamental analysis approach with a mix of ETFs, mutual funds, stocks, and bonds across long- and short-term strategies.

Shuka Rassouli is an advisor at Tactivest, LLC with four years of industry experience. She is also a twenty-five percent shareholder and employed attorney at Wayne R. Johnson & Associates, PLC, a California professional law corporation. Tactivest provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary strategies documented by Investment Policy Statements and uses a range of techniques including margin, short sales, and options while incorporating third-party models and tax management tools.

Brieann Peixoto is a financial advisor at Tactivest, LLC with four years of industry experience and holds a Series 65 designation. She has worked exclusively with Tactivest since 2020. Tactivest provides ongoing portfolio management and financial planning 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 tools, including discretionary authority, third-party model portfolios, and tax-management techniques.

Ebi Mathew is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brickley Wealth Management. Prior to joining Brickley Wealth Management, Mathew worked at Wealth Architects, LLC and held various roles at Northwestern Mutual and Ameriprise. Brickley Wealth Management provides portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pensions, and businesses. The firm’s investment approach combines modern portfolio theory with active and passive funds, ESG screening, and manager due diligence, serving clients through ongoing monitoring and diversified, long-term strategies.

Anthony Sam is a Series 65-licensed financial advisor with 15 years of industry experience. He is a member of the advisory team at Alpha Solutions Investment Advisors and has held leadership roles at Xtronx, Inc., a digital video billboard company, where he serves as Executive Vice President of Operations. He also serves on the boards of Valstock Management Inc. and WSJ Management LLC, both real estate-related businesses. Alpha Solutions Investment Advisors is an SEC-registered, fee-only firm managing approximately $509 million in discretionary assets. The firm serves individual, high-net-worth, and institutional clients, employing a combined fundamental and technical investment approach through discretionary portfolio management that includes equities, fixed income, and alternative assets.

Brendan Connaughton is a financial advisor at Catalyst Private Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Mutual Advisors, LLC and ClearPath Capital Partners LLC. Outside of his advisory role, he is an investor in a media application that assists users with custom video trailer creation. Catalyst Private Wealth serves individuals, trusts, retirement plans, and institutions by providing discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection. The firm employs both active and passive investment strategies, using multiple analytical methods to create diversified portfolios tailored to clients’ goals and risk tolerances.

Ekansh Vashishth is a financial advisor at Twin Peaks Wealth Advisors with a Series 65 designation and three years of industry experience. He has been with Twin Peaks Wealth Advisors since 2021. Twin Peaks Wealth Advisors is a multi-advisor registered investment adviser managing approximately $585 million for individuals, families, trusts, retirement plans, and other entities. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, employing discretionary separately managed accounts, legacy and consulting services, and specialized strategies including direct indexing and a direct-cryptocurrency sub-advisory program.

Marc Dickow is affiliated with Brio Financial Group and has 12 years of experience at Core7 Real Estate. He is based in San Francisco, CA. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm offers discretionary portfolio management through a wrap fee program and a wide range of consulting services, including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

Mitchell Sands is a financial advisor at Catalyst Private Wealth, LLC in San Mateo, CA, holding Series 65 and Series 63 licenses with 12 years of industry experience. He has worked at Catalyst Private Wealth and Emerson Equity since 2019, and previously at Mutual Advisors, LLC and ClearPath Capital Partners LLC. Sands is a partner and founder at Catalyst Private Wealth. Catalyst Private Wealth is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and institutions. The firm employs both active and passive investment strategies using various analytical methods to tailor diversified portfolios aligned with client goals and risk tolerances.

Scott Schwartz is a CFP® with 23 years of industry experience, currently serving as the sole advisor at EntentVest Inc. He has worked at various firms including Alexander Beard (USA) LLC and American Airlines. Outside of financial advising, Schwartz is a licensed pilot and flight instructor, serves on the Board of Directors and as President of the Rotary Club, and is the author of *Investing in a New Climate: A Sustainable Approach to Investing & Living in a New Climate*. EntentVest Inc. provides discretionary portfolio management, financial planning, and pension and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes sustainable (ESG) investing and utilizes a digital platform for automated trading, rebalancing, and reporting, offering institutional-level services uncommon for an independent firm of its size.

Todd Sixt is a financial advisor at Strait & Sound with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Mutual Advisors, Alpha Cubed Investments, TD Ameritrade, Charles Schwab, The Caprock Group, and Fidelity. He has been with Strait & Sound since 2020 as part of a seven-advisor team based in San Francisco. Strait & Sound is a registered investment adviser serving individual, high-net-worth, and business clients through discretionary wealth management, financial planning, and investment consulting. The firm employs a mosaic investment approach that combines valuation metrics, behavioral and technical analysis, and portfolio construction, emphasizing diversification and capital preservation.

Mark Shumway is affiliated with Brio Financial Group in San Francisco, CA. He has seven years of experience in real estate, having worked at Core7 Real Estate since 2019 and Zephyr Real Estate from 2011 to 2019. Brio Financial Group serves individuals, trusts, retirement plans, and business entities, offering asset management, financial planning, consulting, and referrals to third-party money managers. The firm provides discretionary portfolio management through a wrap fee program and offers a broad range of consulting services including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

Sonja Breeding is a CFP® with 13 years of industry experience, currently serving as an advisor at Rebalance LLC since 2021. Prior to joining Rebalance, she worked at Homewood Capital Management, Inc. from 2008 to 2021. She holds a California insurance license but is not actively engaged in insurance sales. Rebalance LLC provides investment management, financial planning, and decision-support through its Rebalance360 program to individuals, retirement plans, pooled vehicles, and charitable organizations. The firm manages approximately $1.56 billion in discretionary assets across several hundred accounts, employing a strategic asset allocation framework focused on ETFs and long-term rebalancing.

Erin Hadley is a CFP® with 14 years of industry experience. She has worked at Occidental Asset Management, LLC since 2015 and previously spent four years with Personal Financial Consultants Securities Corporation. Occidental Asset Management, LLC serves high-net-worth individuals and institutional clients, managing approximately $1.4 billion across roughly 945 accounts. The firm employs a discretionary approach using fundamental, technical, and cyclical analysis, and offers wealth management, portfolio management, and financial planning services through a 12-advisor team spread across six offices.

Bryan Wilson is a financial advisor with Catalyst Private Wealth, LLC in San Mateo, CA, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Emerson Equity LLC since 2019 and has been with Catalyst Private Wealth since 2018, where he is a partner and co-founder involved in both client advisory and firm management. Catalyst Private Wealth is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and institutions with investment management, financial planning, and consulting services. The firm employs both active and passive investment approaches, using multiple methods of analysis to build diversified portfolios tailored to client goals and risk tolerances.

Sultan Beardsley is a financial advisor at Twin Peaks Wealth Advisors with a Series 65 credential and three years of industry experience. His prior roles include positions at LPL Financial and Swing Education. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, high-net-worth families, trusts, retirement plans, and other entities. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, offering discretionary portfolio management and integrated financial planning through separately managed accounts and specialized sub-advisory strategies.

Jonathan Steele is a CFA® charterholder with 27 years of industry experience. He has been with One Wealth Advisors, LLC since 2015, working as part of an 11-advisor team in San Francisco, CA. One Wealth Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans with comprehensive wealth management, financial planning, and portfolio management services. The firm employs a primarily long-term investment approach complemented by tactical adjustments and utilizes diversified portfolios including mutual funds, ETFs, bonds, independent managers, and alternatives.

John Lee is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Vantage Wealth Management, LLC since 2015. He previously worked at LPL Financial, LLC, beginning in the same year. Outside of his advisory role, Lee is a board member of The Schultz Celebrity Golf Classic, an annual fundraising event supporting Sonoma County children's charities. Vantage Wealth Management is a multi-advisor SEC-registered firm managing over $1.1 billion in assets, providing financial planning and portfolio management to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and small businesses. The firm uses a customized asset-allocation approach with mutual funds and ETFs, employing both strategic and tactical allocation supported by multiple third-party platforms.

Marian Wellman is a financial advisor with International Asset Management in San Mateo, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Individual Asset Management, Inc. since 2006. Outside of advising, she operates a tax preparation business focused on U.S. tax services for clients in Mexico. International Asset Management serves individual and high-net-worth clients, particularly U.S. expatriates and non-U.S. residents with U.S. investment accounts. The firm offers discretionary portfolio management, wealth planning, and financial consulting with a global investment approach that includes attention to currency hedging and cross-border tax considerations.