Alisha Bhardwaj is a financial advisor at Trillium Investments with 17 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2003 to 2019 before joining Trillium Investments in 2019. Trillium Investments provides discretionary investment management along with financial planning and retirement, estate, and tax planning services for individual and high-net-worth clients. The firm employs a tax-aware, value-oriented investment process that incorporates macroeconomic and fundamental analysis, risk controls, and diversification across growth and income positions.

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.

James Frazin is a CFP® professional with 22 years of experience in financial planning. He has been with Communitas Financial Planning PBC since 2011. Communitas Financial Planning PBC provides retirement plan consulting, plan-sponsor services, and investment advisory support focused on pooled and institutional arrangements. The firm emphasizes socially responsible investing by integrating third-party SRI managers and offers educational workshops alongside hands-on pension consulting.

Daniel Blakey is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Broadside Wealth since 2026 after previously working seven years at Baker Street Advisors and five years at Integrity Financial Group. Broadside Wealth Technologies serves ultra-high-net-worth individuals, families, family offices, trusts, estates, and institutional clients through a membership-based wealth management model. The firm emphasizes a structural alpha investment philosophy that focuses on tax optimization, fee reduction, and liquidity management using technology-driven, systematic processes.

Thinh Nguyen is a CFP® professional affiliated with Fog City Advisors, LLC, with three years of industry experience. Prior to joining Fog City Advisors, he held positions at CSU East Bay and Laney College. Fog City Advisors is a fee-only firm that offers holistic financial planning and investment management to individuals, families, trusts, non-profits, and business entities. The firm follows a long-term, strategic asset allocation approach using diversified, low-cost mutual funds and ETFs, with selective use of fixed-income securities and specialized funds.

Timothy Corriero is a CFP® with nine years of industry experience, currently serving as an advisor at Gemmer Asset Management LLC since 2017. Prior to this, he worked at Geometric Wealth Advisors, LLC for one year and has been involved with Healey Timber since 2003. He is also the Managing Director of FIA Timber Partners, LLC, a general partner managing investment funds for institutional and high net worth investors. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets and serves a diverse client base including individuals, trusts, estates, and nonprofits. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, alongside a dedicated Social Strategy incorporating ESG and fossil-fuel exposure metrics.

Viviana Mattos is a financial advisor at Penserra Wealth Management with eight years of industry experience. She holds a Series 65 designation and previously worked at Burleson & Company, LLC and Triage Consulting Group. Penserra Wealth Management is an SEC-registered investment adviser that provides discretionary portfolio management, pension consulting for employee benefit plans on a non-discretionary basis, and financial planning. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to implement various strategies, including strategic asset allocation and use of ETFs, mutual funds, options, and alternative investments.

Frank Villarreal is a financial advisor at US Capital Global Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel Nicolaus & Co Inc. Outside of his advisory work, he is CEO of Villarreal LLC, a company that renovates single-family residences using personal funds. US Capital Global Wealth Management, LLC provides investment management, consulting, and financial planning primarily to individual and high-net-worth clients. The firm employs a multi-step screening process combining fundamental, sector, and quantitative analysis to construct asset allocation models, utilizing ETFs, stocks, bonds, mutual funds, and alternative investments as appropriate.

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.

Manuel Ortiz Aquino is a financial advisor at Occidental Asset Management, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank, NA, Charles Bank, and Charles Schwab & Co., Inc. Outside of financial advising, he owns a beach equipment rental service. Occidental Asset Management serves high-net-worth individuals and institutional clients, managing approximately $1.07 billion across around 900 accounts. The firm provides tailored wealth management and portfolio management services using a combination of fundamental, technical, and cyclical analysis, and employs both discretionary and non-discretionary strategies.

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.

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.

Willington Fong is a financial advisor with RB Capital Management, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at RB Capital Management since 2018 and previously held roles at APW Capital, Inc., FSC Securities Corp, and Investment Capital Group Mortgage. Outside of advisory work, he is involved in residential mortgage sales and real estate brokerage. RB Capital Management serves a diverse client base including individuals, corporations, trusts, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, emphasizing asset allocation, diversification, and personalized portfolios with continuous monitoring.

Dawn Hale is a financial advisor with BCN Financial, Inc. in Alameda, CA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Her career includes roles at LPL Financial LLC, Crown Capital Securities, LP, and Quest Securities, Inc. BCN Financial provides retirement plan advisory and financial planning services primarily to employer-sponsored retirement plan participants and members of over 200 Police and Fire Department associations. The firm’s investment approach focuses on mutual funds and ETFs, combining fundamental, technical, and sentiment analysis with market timing, and it emphasizes transparent client reporting and performance communication.

Natalie Masarweh is a financial advisor with Chequers Financial Management LLC in San Francisco, holding a Series 65 designation. She has one year of industry experience and previously worked at BMO Bank N.A. and Northwestern Mutual Investment Services LLC. Outside of finance, her background includes roles in education and hospitality. Chequers Financial Management provides wealth management and financial planning services primarily for ultra-high-net-worth individuals, complex multi-generational families, and related entities. The firm emphasizes a combination of strategic and tactical asset allocation with low-cost, passively managed funds and integrates comprehensive planning including estate, tax, and alternative investment strategies.

Lucas Mc Nulty is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 credential. He has been associated with Liberty Wealth Management since 2022, with one year of prior employment outside the financial industry. Before joining Liberty, he worked at Tilden Golf Course and attended the University of California Los Angeles. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm combines centrally developed models with adviser-developed strategies, employing quantitative and fundamental analysis to construct diversified portfolios while offering a range of financial planning, investment management, and educational services.

David Hollander is a financial advisor with Liberty Wealth Management, LLC, based in Oakland, CA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He is also an attorney and managing partner of Hollander & Hollander, PC, a law firm focusing on estate planning, litigation, elder law, and tax planning. Outside of his advisory and legal roles, he serves on the finance committee of the Julia Morgan School, a private nonprofit. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities with services including investment management, financial planning, and employee-benefit plan consulting. The firm employs a combination of proprietary and advisor-developed strategies, integrating third-party managers and alternative investments, and is notable for its broader corporate structure encompassing affiliated businesses such as legal services, tax preparation, real estate management, and private fund conduits.

Allan Moskowitz is a financial advisor with Mason & Associates, Inc. in Berkeley, CA, holding the CFP® and Series 63 credentials, and has 26 years of industry experience. He has been with Mason & Associates since 2025 and also works with Transformative Wealth Management LLC. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses by providing personalized financial planning, investment management, and limited-scope hourly planning and implementation services. The firm’s investment process is based on Modern Portfolio Theory and includes client-specific Life Plans and Investment Policy Statements, utilizing a broad range of mutual funds, ETFs, and third-party portfolio managers.