Joshua Patchik is a financial advisor at Frec with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including tastytrade, Inc. and M1 Finance. Prior to his advisory career, he was employed at the University of Illinois at Chicago and held a role at Flat Top Grill. Frec Advisers provides automated, software-based discretionary portfolio management for retail individuals, trusts, and other U.S. resident entities who hold accounts at its affiliated broker-dealer, Frec Securities. The firm’s platform offers direct indexing, tax-loss harvesting, hedging strategies, and personalized portfolio management through an exclusively electronic interface.

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.

Joseph Fierro is a financial advisor at Tamalpais Asset Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Global View Capital Management and related affiliates for a decade, in addition to operating as a sole proprietor since 2010. Outside of his advisory work, Fierro is also a music instructor and performer. Tamalpais Asset Management manages approximately $262.5 million across about 261 client relationships, focusing on high-net-worth households and accredited investors. The firm provides portfolio management and financial planning, typically using passive core exposures combined with modern portfolio theory and other strategies tailored to client needs.

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.

Gino Garcia is a financial advisor at Atlas Capital Advisors Inc. in San Francisco, CA, holding a Series 65 designation with one year of industry experience. He previously worked at Meridian Financial LLC for one year. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and corporate entities. The firm uses evidence-driven methods combining fundamental, technical, and quantitative analysis to manage tax-aware, discretionary portfolios with a focus on total-portfolio asset allocation.

Olusola Awofala is a financial advisor at Fort Point Capital Partners LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at San Francisco Sentry Investment Group, SF Sentry Securities, Inc., and ThinkEquity LLC. Fort Point Capital Partners provides investment management and financial planning services primarily to high-net-worth individuals and family offices. The firm focuses on risk management through global diversification, active oversight, and tax-aware strategies while sponsoring and managing private fund vehicles and separately managed accounts.

Alexander Flagg is a CFP® with 33 years of experience in the financial industry. He has been with Sentry Advisors, LLC since 2015 and holds Series 63 and Series 65 licenses. He also serves as a principal in a life and health insurance business. Sentry Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs an individualized investment approach using fundamental, technical, and model-based methods, managing approximately $2.47 billion in client assets as of the end of 2024.

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.

Christopher Low is a financial advisor with The Advisory Group of San Francisco, LLC, holding Series 65 and Series 63 licenses and 16 years of industry experience. He previously worked at TIAA and TIAA-CREF for 14 years before joining Fiduciary Benefits Group and subsequently The Advisory Group of San Francisco. The Advisory Group of San Francisco is a fee-only advisory firm with a six-advisor team managing approximately $810 million for around 116 clients. The firm serves individuals, foundations, endowments, and retirement plans, employing a blend of modern portfolio theory and various analysis techniques with both active and passive funds, including Dimensional Fund Advisors products.

James White is a financial advisor with Stonebridge Financial Group in San Rafael, CA, holding Series 63 and Series 65 credentials with 42 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, he serves as Treasurer and President for the SunnyVale Sunrise Rotary. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors with discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a variety of investment approaches and offers ongoing portfolio monitoring and rebalancing.

Lorena Moudi is a financial advisor at Mission Creek Capital Partners, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley from 2013 to 2020. Mission Creek serves institutional and private clients, including pension plans, endowments, foundations, executives, entrepreneurs, state and municipal entities, and other registered advisers. The firm employs a core-and-satellite investment approach with fundamental company analysis and a top-down economic overlay, offering discretionary portfolio management, wealth planning, sub-advisory services, and specialized private equity distribution and post-venture management.

Gary Roof is a CFP® professional with 29 years of experience in the financial industry. He has been with Roof Eidam Maycock Peralta LLC since 2009. The firm advises individual investors, charitable organizations, and institutional clients by providing discretionary investment management, financial planning, and retirement plan consulting. Roof Eidam Maycock Peralta LLC manages all client assets in-house, constructing customized portfolios using fundamental, technical, and cyclical analysis, and operates a wrap-fee program that covers trading costs for its clients.

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.

Elliott Elbaz is a financial advisor with Gordian Wealth Advisors, LLC in Mill Valley, CA, holding a Series 63 designation and 29 years of industry experience. He has been with Gordian Wealth Advisors since 2011 and has worked at related firms such as Gordian Capital Management and Capulent, LLC. Outside of his advisory roles, he is involved in Bella Clancy Management, a real estate ownership and management business. Gordian Wealth Advisors, LLC manages approximately $488.7 million for high-net-worth individuals, trusts, and estates, providing discretionary portfolio management, integrated financial planning, and access to independent managers and private pooled investment vehicles. The firm develops tailored Investment Policy Statements and employs strategies including covered-call overlays, endowment-style diversification, large-cap growth, and a concentrated “Best Ideas” fund, with active use of derivatives and margin when appropriate.

Jakob Adams is a financial advisor at Chequers Financial Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Chequers since 2022. Prior to joining Chequers, he held roles at Marlanna Capital Advisory and House of Mana UP. Chequers Financial Management provides wealth management and financial planning services primarily for ultra-high-net-worth individuals, multi-generational families, and related entities. The firm emphasizes a combination of strategic and tactical asset allocation using low-cost, passively managed funds, along with comprehensive planning including estate, tax, and alternative investment strategies.

Kyla Dolorfino is a financial advisor at Chequers Financial Management LLC in San Francisco, holding a Series 65 credential and having one year of industry experience. Prior to joining Chequers, she gained experience at Fremont Bank and has an academic background from the University of California, Merced. Chequers Financial Management LLC serves ultra-high-net-worth individuals, multi-generational families, and related entities with tailored advisory services, combining customized financial planning and discretionary investment management. The firm focuses on complex client needs through Personal CFO/Corporate Executive and Multi-Family Office service tracks.

Tyler Sloan is a financial advisor at Fort Point Capital Partners LLC based in San Francisco, CA. He holds a Series 65 designation and has been with Fort Point Capital Partners since 2023. Prior to joining the firm, he was employed at Santa Clara University and Lakeridge High School. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk management, global diversification, and tax-aware strategies across discretionary separately managed accounts and private pooled funds that allocate to private credit, private equity, and real estate.

Gregory Patterson is a financial advisor with The Advisory Group of San Francisco, LLC, holding a Series 65 designation and 24 years of industry experience. He has been with the firm since 2000. The Advisory Group of San Francisco, LLC is a fee-only registered investment adviser serving individual and institutional clients, including foundations and endowments. The firm employs a client-focused investment approach using asset allocation, periodic rebalancing, and a mix of active and passive funds, with specialized services such as retirement-plan management and institutional support for pooled investment vehicles.

Ryan Fujioka is a CFA® charterholder and holds a Series 66 license. He has two years of industry experience, currently serving at Fire Capital Management, LLC since 2024. His prior roles include a year at Equitable Advisors and three years at Costco Wholesale. Fire Capital Management provides private wealth management and multi-family office services to high-net-worth and ultra-high-net-worth individuals, families, and select institutional and charitable clients. The firm emphasizes customized portfolios with integrated ESG factors and manages client relationships primarily on a discretionary basis.

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.