Shayne Cooper is a financial advisor at Fiduciary Financial Group, LLC in San Rafael, CA, with six years of industry experience. He holds a Series 65 designation and is also a partner and tax manager at Cooper & Vogelheim LLP, where he focuses on tax compliance and consulting. His prior experience includes roles at Munc & Cooper CPA's LLP, Zeisler, Zeisler, Rawson & Johnson, LLP, and Dal Poggetto and Company, LLP. Fiduciary Financial Group is a fee-based advisory firm managing approximately $865 million for individuals, high-net-worth clients, and retirement plans. The firm offers discretionary asset management, financial planning, ERISA plan advisory, and access to private placements, utilizing a range of investment vehicles and strategies supported by integrated tax planning and professional-services coordination.

Richard Gibson is a financial advisor with Tamalpais Asset Management in Larkspur, CA, holding Series 63 and Series 65 registrations and 18 years of industry experience. He has worked at firms including Global View Capital Management and Purshe Kaplan Sterling Investments. Gibson serves on the board of the Disabled Resource Center, Inc., a nonprofit supporting independent living for disabled individuals. Tamalpais Asset Management manages approximately $262.5 million for about 261 client relationships, primarily serving high-net-worth and accredited investors with ongoing portfolio management and financial planning. The firm employs written Investment Policy Statements and favors passive core exposures supplemented by various strategies, including options and alternative investments, generally under discretionary trading authority.

Junlong Tan is a financial advisor with Intellectus Partners, LLC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at Asurion and Barclays Capital Inc. Outside of advising, he is involved in managing real estate investment and project companies as an owner and manager. Intellectus Partners serves high-net-worth individuals, trusts, estates, and private funds with wealth management, financial planning, investment consulting, and wealth coaching. The firm combines fundamental and quantitative analysis, including proprietary algorithms and alternative data, to build primarily long-term portfolios and manages nearly $3 billion in assets across discretionary and non-discretionary relationships.

Jonathan Tunney is a CFA® charterholder with 18 years of industry experience. He has been with Atlas Capital Advisors LLC since 2003. In addition to his advisory role, Tunney is involved in a foreign exchange risk advisory business, Atlas Risk Advisory LLC, which assists treasury and financial teams in optimizing their FX and commodities hedging strategies. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and corporate entities. The firm employs evidence-driven portfolio management focused on total-portfolio asset allocation and offers customized, tax-aware strategies with a range of investment instruments and specialized services.

Joseph Raymond is a financial advisor at Caldwell Sutter Capital, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Santa Monica Partners, Brandes Investment Partners, Brandes Institute, and Utah Tech University. Outside of his advisory role, he serves as the editor of a book published by Santa Monica Partners and receives a share of the profits from its sales. Caldwell Sutter Capital primarily serves high-net-worth individuals, families, and related entities, as well as corporate and municipal clients. The firm employs a bottom-up, fundamental value approach focused on individual equity and fixed-income research, offering customized portfolio management and financial planning through several distinct strategies.

Gregory Harder is a financial advisor at Caldwell Sutter Capital, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at NBC Securities, Inc. and Edward Jones. Outside of his advisory role, he is self-employed as a life insurance agent. Caldwell Sutter Capital primarily serves high-net-worth individuals, families, and related entities, as well as corporate and municipal clients. The firm employs a bottom-up, fundamental value investment approach with a long-term, buy-and-hold orientation, managing approximately $606 million across customized portfolio management and financial planning strategies.

Brodie Cohen is a financial advisor at Cohen Capital Management Inc with three years of industry experience and a Series 65 designation. His prior experience includes roles at Epiq Capital Group, LLC and multiple engagements with Cohen Capital Management. Cohen Capital Management oversees approximately $1.0 billion in discretionary client assets, offering investment and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, and corporations. The firm uses a combination of fundamental and quantitative analysis alongside cyclical methods to pursue long-term capital appreciation, managing customized portfolios with a focus on large account relationships.

Zachary Riera is a CFP® with 11 years of industry experience, currently serving at Osborne Partners. His prior roles include positions at Team Hewins, LLC and Wealth Architects, LLC. Osborne Partners Capital Management provides discretionary and non-discretionary investment management and integrated financial planning to a range of clients, including individuals, families, trusts, foundations, and corporations. The firm emphasizes actively managed, globally diversified multi-asset portfolios tailored to client-specific guidelines and is notable for operating an affiliated private pooled investment vehicle and offering performance-based fee arrangements.

Jesse Dogillo Jr. is a financial advisor at McClurg Capital Corporation with over 42 years of industry experience. He holds the CFP® and ChFC® designations and has been with McClurg Capital since 1996. Outside of his advisory role, he serves as a volunteer National Board Trustee for the National Association of Insurance and Financial Advisors and provides financial counseling to active duty National Guard and reserve service members through a Department of Defense program. McClurg Capital Corporation offers investment advisory and portfolio management services tailored to individuals, trusts, pension plans, endowments, and charitable organizations. The firm emphasizes customized portfolio construction on an account-by-account basis, employing strategies such as asset-class diversification, bond laddering, and tactical cash management.

Nicholas Goldthorpe is a financial advisor at Assembly Wealth with three years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities and First Republic Securities Company, LLC. Prior to his advisory career, he spent four years at San Diego State University and Rancho Cotate High School. Assembly Wealth provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and other business entities. The firm emphasizes personalized investment policies and asset allocation tailored to each client’s objectives, managing over $430 million in discretionary assets as of the end of 2024.

Caleb Luis is a financial advisor at Aspirean Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Sports Basement and Rolling Hills Club. Aspirean Wealth provides advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, focusing on long-term, asset-allocation-driven strategies using broadly diversified, passively managed mutual funds and ETFs. The firm manages approximately $195 million in assets and utilizes third-party money managers within a team of four advisors.

Thomas Piro is a CFP® with 12 years of industry experience, currently serving at Osborne Partners in San Francisco. His previous roles include positions at Baker Avenue Asset Management and The McBride Group. He is a board member of the Italian Athletic Club Foundation, a nonprofit focused on planning community events related to Italian culture and history in the North Beach area. Osborne Partners Capital Management provides discretionary and non-discretionary investment management and integrated financial planning to a variety of clients, including individuals, families, trusts, and institutions. The firm emphasizes actively managed, globally diversified multi-asset portfolios and offers specialized services such as 401(k) plan management, estate planning facilitation, and portfolio management for pooled investment vehicles.

Nicholas Safrit is a CFP® with 21 years of industry experience, currently serving at Westhill Financial Advisors, Inc. since 2020. Prior to joining Westhill, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. WestHill Financial Advisors offers personalized financial planning, investment management, and pension consulting to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs a strategic asset allocation process using a core-and-satellite approach and provides tailored portfolios based on clients’ risk tolerance, time horizon, tax considerations, and liquidity needs.

Alexandra Sandberg is a CFP® and ChFC® credentialed financial advisor with 11 years of industry experience. She is currently with Osborne Partners and has previously worked at Moss Adams Wealth Advisors, TIAA-CREF, and UBS Financial Services. Osborne Partners Capital Management offers discretionary and non-discretionary investment management and integrated financial planning to a diverse client base, including individuals, families, trusts, foundations, and corporations. The firm focuses on actively managed, globally diversified multi-asset portfolios and is notable for managing affiliated private pooled investment vehicles and providing performance-based fee arrangements.

John Bankovitch is a financial advisor with RB Capital Management, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior experience includes roles at Arete Wealth Management, Portsmouth Financial, Morgan Stanley, and UBS Financial Services. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm offers fee-based investment management with a focus on hedged strategies and managed fixed-income portfolios, emphasizing asset allocation, diversification, and personalized portfolios.

Kenneth Frier is a CFA® charterholder with five years of industry experience. He has been with Atlas Capital Advisors Inc. since 2021 and previously worked at SECOR Asset Management from 2017 to 2021. Atlas Capital Advisors is an independent investment adviser serving individuals, high-net-worth families, family offices, pension plans, trusts, foundations, and other institutions. The firm provides discretionary wealth management, financial planning, and tax-aware portfolio management using fundamental, technical, and quantitative analysis, with a focus on separately managed accounts.

Sonia Von Berg is a financial advisor at Osborne Partners with a Series 65 designation and one year of industry experience. She has been with Osborne Partners Capital Management, LLC since 2011. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities, offering personalized, actively managed investment portfolios and integrated financial planning. The firm also serves as a sub-adviser to unaffiliated advisers and sponsors an affiliated private pooled investment vehicle.

Richard Speed is a financial advisor at McClurg Capital Corporation with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McClurg Capital since 1998. In addition to his advisory role, he has worked as a history professor at California State University since 1992. McClurg Capital provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, IRAs, endowments, and charitable organizations. The firm constructs customized portfolios for each client, emphasizing asset-class diversification, bond laddering, and tactical cash management, with daily oversight and quarterly performance reporting.

Michael Worthington is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Stonebridge Financial Group since 2026 and previously spent a decade with Equitable Advisors and AXA-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 applies a combination of quantitative and qualitative analysis and uses a variety of investment vehicles, managing approximately $896 million in discretionary assets.

Christopher Atkeson is a financial advisor with Delta Investment Management, LLC in San Francisco, holding a Series 65 designation. He joined Delta in 2026 after seven years at Badger Meter and prior experience at Southern Glazer's Wine & Spirits and UC Berkeley. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and serves as a subadvisor to other advisory firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning into its asset management services.