Robert Atkins is a financial advisor at Alpha Wealth Management and Planning LLC with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Alpha Wealth Management and Planning and LPL Financial since 2015. Atkins is also involved with a separate business focused on tax preparation and accounting services under Wealth Strategies. 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 that incorporates fundamental, technical, cyclical, and charting analysis to build diversified portfolios, and it sponsors its own wrap fee program with multiple platform tracks.

Joseph Knebel is a financial advisor at Twin Peaks Wealth Advisors with 16 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. His prior experience includes roles at Morgan Stanley and Fisher Investments. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, families, trusts, and retirement plans. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, offering discretionary portfolio management and integrated financial planning tailored to a range of account sizes.

Diane Mccracken is a financial advisor at Westhill Financial Advisors, Inc. with 32 years of industry experience. She has been with Westhill since 2010 and holds Series 63 and Series 65 licenses. Diane is a board volunteer for Wednesday's Gift, a nonprofit organization that assists individuals in need of food, clothing, and housing. Westhill Financial Advisors provides personalized financial planning, investment management, and pension consulting to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm uses a strategic asset allocation approach combining passive index and ETF holdings with select active managers, tailoring portfolios to clients' specific needs.

Terry Allen is a financial advisor with The Putney Financial Group LLC in San Rafael, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He is also the director, officer, and owner of Completax Planning Inc, a tax, accounting, and estate planning firm he has been involved with since 1999. Allen has worked at The Putney Financial Group since 2013 and at Arete Wealth Management since 2024. The Putney Financial Group LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm employs a multifaceted investment approach emphasizing asset allocation and discretionary portfolio management, using a mix of mutual funds, ETFs, fixed income, structured products, private placements, and options strategies aligned with client objectives.

Gene Elliott is a financial advisor at Brio Financial Group in San Francisco, CA, with 26 years of industry experience. He holds the Series 66 designation and has been with Brio Financial Group since 2017, following two years at Ameriprise Financial Services. Outside of his advisory role, Elliott is an insurance agent and has been a product reviewer on YouTube since 2022. Brio Financial Group serves individuals, trusts, employer retirement plans, and business entities, managing about $1.06 billion in discretionary assets for roughly 800 clients through a team of 16 advisors. The firm provides individualized portfolio management using a range of analytical approaches and offers comprehensive financial planning and retirement plan consulting, including fiduciary services under ERISA and DOL guidance.

Syeda Iqbal is a CFP® professional with eight years of industry experience. She currently works at SAS Financial Advisors, LLC. and has prior experience at Nasira Financial LLC and Mercer Global Advisors Inc. She also provides financial planning and consulting services as a contractor. SAS Financial Advisors is a fee-only, SEC-registered investment adviser serving individuals, high-net-worth clients, and pension/profit-sharing plans. The firm emphasizes passively managed index portfolios tailored to client objectives and offers both discretionary and non-discretionary account management.

Everest Wong is a financial advisor at Tactivest, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Crypto Brokers, Comprehensive Asset Management, LPL Financial, and Citicorp Investment Services. He is also a licensed insurance agent, dedicating part of his time to the sales of fixed and indexed insurance products. Tactivest provides ongoing portfolio management and financial planning services 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 incorporates third-party models and tax-management tools while offering customized services without account minimums.

Seema Rajoura is a financial advisor at Osborne Partners with experience dating from 2016 across several firms including Gideon Strategic Partners and Aurelius Legacy Partners. She joined Osborne Partners Capital Management LLC in 2024. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities. The firm offers personalized, actively managed investment portfolios and integrated financial planning, serving also as a sub-adviser to unaffiliated investment advisers and sponsoring an affiliated private pooled investment vehicle.

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.

Patrick Hitchcock is a financial advisor at Moment Partners, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and joined Moment Partners in 2024 after eight years at Wells Fargo Clearing. Outside of his advisory role, he serves as a board member for the Lodgepole Parque Homeowners Association in Incline Village, Nevada. Moment Partners serves individual and institutional clients, offering investment and wealth management, financial planning, and fiduciary services. The firm employs a risk-adjusted, tax-efficient approach combining active and passive strategies and manages over $1.18 billion in assets with a team of four advisors.

Kristina Joy Torrealba is a CFP® with eight years of industry experience, currently serving as an advisor at Jackson Square Capital, LLC since 2019. Her prior work history includes roles at JPMorgan Chase Bank and Exact Software. Outside of finance, she was involved with Scout Model and Talent Agency for four years. 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 manages approximately $489 million in assets and customizes portfolios based on client objectives and risk tolerances using a range of investment strategies, including fundamental and technical analysis.

Raymond Lent is a financial advisor with The Putney Financial Group LLC in San Rafael, CA, holding Series 63 and Series 65 licenses with 50 years of industry experience. He is the owner of Portsmouth Financial Services Inc., a FINRA member broker-dealer, where he serves as Chairman of the Board and Registered Representative. Outside of finance, he is involved in the resale of rare coins and lithographic prints through a private venture. The Putney Financial Group LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm employs a multi-faceted investment approach emphasizing asset allocation across various instruments and generally manages portfolios on a discretionary basis with regular reviews and reporting.

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.

Jesse Hindson is a CFP® with six years of industry experience, currently serving at Assembly Wealth since 2024. Prior to joining Assembly Wealth, he worked at Incline Investment Advisors, LLC and Incline Investment Management, LLC from 2019 to 2024. His background also includes roles outside finance at Big Water Grille and Vail Resorts Retail. Assembly Wealth is an SEC-registered investment adviser managing approximately $336.7 million as of the end of 2025. The firm provides discretionary portfolio management, financial planning, and third-party manager services to a diverse client base, utilizing a combination of asset allocation strategies and third-party managers within its wrap fee program.

Yezhou Wang is a financial advisor with SyntheticFi LLC, holding a Series 65 license and two years of industry experience. Prior roles include positions at Cyclone Technologies Inc, Hawx Services LLC, VRGL, Inc, and involvement with the University of Pennsylvania and ZhenFund. SyntheticFi LLC provides investment advisory and sub-advisory services to registered investment advisers, individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans, supported by proprietary software that enables automated monitoring and customized hedging with exchange-traded S&P 500 index and FLEX options.

Kyle Ladd is a financial advisor at O'Donnell Financial Services, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Charles Schwab and TD Ameritrade. Outside of advising, he performs family-friendly live music locally under the name Scottorious. O'Donnell Financial Services, LLC offers wrap asset management, financial planning, and retirement plan consulting to individuals, pension plans, trusts, and business entities. The firm provides tailored advisory services through discretionary and non-discretionary mandates, employing a range of investment strategies to suit client needs.

Daniel Worthington is a ChFC® credentialed financial advisor with 42 years of industry experience. He currently works at Stonebridge Financial Group and has previously been associated with firms including AXA Advisors, GWN Securities, and Castle Rock Wealth Management. Worthington also manages group health and dental insurance relationships outside of his advisory role. 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 combination of quantitative and qualitative investment approaches and manages client portfolios across a wide range of asset classes, including stocks, bonds, ETFs, and alternative investments.

Scott Peters is a financial advisor at Gordian Wealth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gordian Wealth Advisors since 2015, alongside prior roles at Sanctuary Securities, LLC and Capulent, LLC. Gordian Wealth Advisors primarily serves high-net-worth individuals, trusts, and estates, providing discretionary portfolio management, independent manager oversight, and integrated financial planning. The firm employs a blend of fundamental and quantitative analysis to implement diversified, asset-allocation-driven strategies tailored to clients' objectives and risk tolerance.

Michael Beck is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Rothschild Wealth LLC, where he has worked since 2026. Prior to this, he held roles at Cambridge Investment Research Advisors, Inc. and Phoenix Investment Adviser, LLC. Beck serves as a board trustee for Mark Day School in San Rafael, CA. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executives, trusts, retirement plans, and institutional clients. The firm employs asset-allocation models supported by quantitative analysis and offers a range of portfolio management and planning services, including coordination of tax and estate planning and 401(k) consulting.

Timothy Connolly is a CFP® with four years of industry experience, currently serving as an advisor at Yeske Buie Inc. He previously worked at Griffin Black, Inc. and has additional experience in corporate tax incentives and staffing services. Outside of finance, Connolly provides occasional support at Johnny Foley's Irish House in San Francisco. Yeske Buie offers integrated wealth management services, including financial planning, discretionary asset management, and fiduciary asset management for a range of clients such as high-net-worth individuals, foundations, and retirement plans. The firm uses a process centered on written Investment Policy Statements and portfolios constructed with ETFs and mutual funds based on Modern Portfolio Theory and manager due diligence.