Lindsey Swanson is a CFP® with six years of industry experience, currently advising at WE Financial Group. Her prior roles include positions at Brio Financial Group, Real Estate Wealth Planning, and several other firms. Outside of financial advising, she has operated her own business, Lindsey Swanson, LLC, and was involved with Scoops of Vanilla. WE Financial Group serves individual and high-net-worth clients with discretionary investment management, financial planning, and estate-planning support. The firm employs a combination of fundamental, technical, and cyclical analysis along with various strategies, including options-based products and box-spread strategies, and offers educational seminars and workshops for clients and broader audiences.

Morgan Selmi is a financial advisor at Broadwing Capital Advisors, Inc., holding a Series 65 credential. He has been with Broadwing since 2017 and has experience working in education and sports, including roles at St. Vincent de Paul High School and Sonoma Stompers Baseball. Broadwing Capital Advisors provides discretionary portfolio management and financial planning services for individuals, families, and trusts, as well as non-discretionary advice to employer-sponsored retirement plans. The firm employs model portfolio management with a focus on low-cost ETFs and dividend-paying stocks, using fundamental screening and third-party research to guide investment decisions.

Frank Villarreal is a financial advisor with US Capital Global Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes positions at firms such as Stifel, J.P. Morgan Securities, and Credit Suisse Securities. Outside of his advisory work, he serves as CEO of Villarreal LLC, a company involved in residential property renovations. US Capital Global Wealth Management, LLC provides investment management, consulting, and financial planning services primarily to individual and high-net-worth clients. The firm uses a multi-step screening process combining fundamental, sector, and quantitative analysis to construct diversified portfolios with active and passive strategies across various asset classes.

Andrew Graham is a CFA® charterholder with 41 years of industry experience. He has been with Jackson Square Capital, LLC since 2019 and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC for over a decade. Jackson Square Capital, LLC provides discretionary and non-discretionary wealth management, investment advisory services, and financial planning to individuals, trusts, estates, charitable organizations, and corporate clients. The firm customizes portfolios based on client objectives and risk tolerances, utilizing a range of investment strategies and continuous monitoring.

Christopher Gilmor is a CFP® professional at Meristead Wealth, LLC with 15 years of industry experience. He has worked at Stansberry Asset Management since 2022 and was previously with Marin Capital Management from 2015 to 2022. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and third-party asset management programs. The firm combines macro analysis with fundamental research to pursue opportunistic, value-oriented allocations across global equities and credit, and also manages private credit funds for accredited or qualified investors.

Mario Valente is a CFA® charterholder with three years of industry experience, currently serving at Meristead Wealth, LLC. Prior to joining Meristead, he spent eight years at Stansberry Asset Management LLC and has additional work history in the biopharma sector. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and participating in third-party asset management programs. The firm employs a value-oriented investment approach combining top-down macro analysis with bottom-up research across global equities and credit, and manages multiple private credit funds for accredited investors.

George Guerrero is a Series 65–licensed financial advisor with nine years of industry experience. He has worked at Just Futures Advisors, LLC since 2023 and previously spent seven years at True Link Financial Advisors LLC. Guerrero serves as CEO of Just Futures PBC, where he assists nonprofit organizations with retirement planning and provides business management and strategic direction. Just Futures serves nonprofit organizations, foundations, family offices, small- and mid-sized businesses, retirement plans, and individual investors, managing about $46.7 million in assets across roughly 95 clients. The firm integrates values-aligned, ESG-informed investment approaches, including community loans and integrated capital structures, focusing on mission-aligned and institutional investors rather than high-net-worth individuals.

Kenneth Gott is a CFP® professional with 19 years of experience in financial planning and investment management. He has been with Meritas Wealth Management, LLC since 2015. Outside of his advisory role, he participates as a mentor in the Financial Planning Association’s Residency Program, where he develops and delivers financial planning case studies for CFP® professionals and candidates. Meritas Wealth Management provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm emphasizes long-term, diversified portfolios based on written Investment Policy Statements and primarily uses no-load mutual funds and passive strategies informed by academic research.

Mitchell Bortolotto is a financial advisor at Stonebridge Financial Group with 11 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa-Advisors, LLC. 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 employs a mix of quantitative and qualitative investment approaches and manages portfolios across various asset classes, often utilizing independent sub-advisors through third-party programs.

Monique San Miguel Lopez is a financial advisor at SAS Financial Advisors, LLC., holding a Series 66 designation with nine years of industry experience. She has worked at SAS Financial Advisors since 2020 and previously held roles at ForUsAll and Charles Schwab. SAS Financial Advisors is a fee-only advisory team managing approximately $150 million for nearly 200 clients, primarily individual and high-net-worth households as well as certain pension and profit-sharing plans. The firm focuses on portfolio construction using passively managed index securities and fixed income, combining fundamental and technical analysis with both long- and short-term strategies.

Christopher Worthington is a financial advisor at Stonebridge Financial Group with 10 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa-Advisors, LLC. Worthington is also a part owner in a multifamily real estate investment. 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 employs a mix of quantitative and qualitative investment approaches and manages client portfolios across a range of asset classes while providing ongoing monitoring and reporting.

Bradley Stephens is a financial advisor at Tamalpais Asset Management with 21 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Nationwide Investment Services Corporation and Calamar Financial Group. At Tamalpais, he serves as a Retirement Plan Consultant, assisting small and mid-sized businesses with retirement plans and providing wealth management services to individuals. Tamalpais Asset Management is a team-based SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, endowments, and qualified retirement plan sponsors. The firm emphasizes passive investing with DFA mutual funds and ETFs, incorporates modern portfolio theory and quantitative analysis, and offers customized portfolio management with regular monitoring and reporting.

Natalie Masarweh is a financial advisor at Chequers Financial Management LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at BMO Bank N.A. and Northwestern Mutual Investment Services LLC. Chequers Financial Management LLC provides bespoke advisory services to ultra-high-net-worth individuals and complex, multi-generational families, focusing on personalized financial planning and discretionary investment management that includes passive asset-class funds and alternative investments for qualified clients. The firm offers tailored service tracks such as Personal CFO/Corporate Executive and Multi-Family Office services, addressing wealth transfer, estate planning, and ongoing financial administration.

Ronald Weintraub is a financial advisor with Fortitude Advisory Group L.L.C. in Kentfield, CA, holding a Series 63 designation and 26 years of industry experience. He has worked with Argentus Securities, LLC since 2013 and Argentus Advisors, LLC since 2011. Outside of his advisory role, he owns a permanent and temporary employment agency and is involved in insurance sales including life, health, disability, annuities, and long-term care. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates through a network of financial advisors who offer portfolio management, recommend third-party managers, and support held-away account reporting, with a structure that includes multiple affiliated entities and offices.

Troy Copeland is an advisor at O'Donnell Financial Services, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Independent Financial Group, LLC since 2016. He is also a licensed insurance agent offering various insurance products. O'Donnell Financial Services provides wrap asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, and business entities. The firm offers tailored advisory services through discretionary and non-discretionary mandates, employing a range of investment strategies from long-term buy-and-hold to short-term trading.

Jacob Schwartz is a Series 65 licensed financial advisor at Green Ocean Global Advisors LLC with one year of industry experience. Prior to joining Green Ocean Global Advisors, he held roles at Springfield Pepsi-Cola, Federated Fiducial, Bank of Springfield, and the University of Illinois Springfield. Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and referrals to third-party investment managers for individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, quantitative, and technical analysis across various asset classes and delivers ongoing monitoring with quarterly reporting.

Ira Fateman is a CFP® with 21 years of industry experience, currently serving at SAS Financial Advisors, LLC. He has worked at Shone Asset Management and San Francisco State College, and he was involved with Congregation Sherith Israel for 15 years. SAS Financial Advisors is a fee-only advisory team managing approximately $150 million for nearly 200 clients, primarily individual and high-net-worth households as well as certain pensions and profit-sharing plans. The firm emphasizes portfolio construction using passively managed index securities and fixed income, combined with both fundamental and technical analysis, and provides comprehensive financial planning with regular account reviews.

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.

Noa Hoffman is a CFP® professional with two years of industry experience, currently serving at Green Ocean Global Advisors LLC. Prior to this, Noa held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., and operated a personal financial advisory website. Noa also worked with the Singleton Foundation for Literacy and Entrepreneurship and has experience at Karat Financial and Nerdwallet. Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and third-party manager referrals for individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental, quantitative, modern portfolio theory, and technical analysis to manage portfolios across various asset classes, tailored to client risk profiles.

Colin Fitzgibbons is a financial advisor at Inflection Capital Management, LLC based in San Francisco, CA. He holds a Series 65 credential and has been working in the industry since 2019, including prior experience at Focus Partners Wealth and Citigroup, Inc. Inflection Capital Management serves high-net-worth individuals, family offices, trusts, endowments, businesses, and private funds, focusing on comprehensive investment management guided by written policy statements. The firm utilizes diversified allocations and third-party managers, employing AI for operational tasks with human oversight, and maintains a network of affiliated entities that support its unique service offerings.