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.

Lucas Mc Nulty is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 credential with one year of industry experience. His work history includes multiple periods at Liberty Wealth Management as well as roles at Tilden Golf Course and various positions during his time at the University of California Los Angeles. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, and retirement plan services. The firm utilizes a combination of centrally developed models and adviser-developed strategies, offering access to private market investments and affiliated private funds.

David Hollander is a financial advisor at Liberty Wealth Management, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has been associated with Liberty Wealth Management since 2018. Outside of his advisory role, he is the owner and managing partner of Hollander & Hollander, PC, a law firm specializing in estate planning, litigation, elder law, and tax planning, and he serves on the finance committee of the Julia Morgan School, a private nonprofit institution. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients, including high-net-worth individuals. The firm offers investment management, financial planning, retirement plan services, and educational seminars, combining centrally developed models with adviser-developed strategies and access to private market investments through affiliated entities.

Allan Moskowitz is a CFP® with 26 years of experience in the financial industry. He is currently with Mason & Associates, Inc., where he has worked since 2025. His prior experience includes roles at Transformative Wealth Management LLC, Protected Investors of America, and Financial West Group. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering personalized financial planning and investment management through a process based on Modern Portfolio Theory and client-specific Investment Policy Statements. The firm employs an open-architecture platform and routinely engages in private placements and illiquid investments.

Benjamin Cohen is a financial advisor at North Berkeley Wealth Management, LLC, holding a Series 65 designation and entering his first year in the industry. His prior work experience includes roles at FE Forbes Company and Enterprise Mobility. North Berkeley Wealth Management provides financial planning and investment management services to a diverse client base including individuals, families, professionals, and organizations. The firm employs a customized asset allocation approach, combining passive and active strategies with documented investment policies and offers specialized ESG investment options.

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.

Jennifer Dazols is a CFP® with four years of experience in the financial industry. She has worked at Equita Financial Network since 2023 and previously at Sincerus Advisory from 2021 to 2023. Prior to her financial advisory roles, she spent 13 years at eBay. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives and risk tolerance.

Candace Hamilton is a financial advisor at Liberty Wealth Management, LLC with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Foreside Fund Services, Champlain Investment Partners, A.G.P./Alliance Global Partners, and Wamu Investments. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, 529 college-savings planning, and ERISA retirement plan services. The firm employs a combination of centrally developed and adviser-developed strategies, often utilizing third-party managers and offering access to private market investments and structured offerings.

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.

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.

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.

E F Ryan Hughes is a financial advisor at BCN Financial, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, MassMutual Northern California, the City of Fairfield, CA, and Paramedics Plus. BCN Financial, Inc. provides retirement plan advisory and financial planning services primarily to participants of employer-sponsored retirement plans and members of Police and Fire Department associations, managing over $81 million in assets under advisement. The firm employs a market-timing investment process focused on mutual funds and ETFs, and emphasizes client reporting through regular portfolio and performance reviews.

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.

Kameron Jackson is a Series 65-licensed financial advisor with Liberty Wealth Management, LLC in Oakland, CA, with three years of industry experience. He has been with Liberty Wealth Management since 2022 and previously worked at The Utility Reform Network. Outside of advising, he is involved as an insurance agent with Lifetime Planning Marketing, Inc., and participates as a member of SL8 Investments, LLC, a privately held investment company. Liberty Wealth Management, LLC serves individuals, trusts, estates, and institutional clients with investment management, financial planning, retirement plan services, and access to third-party managers. The firm offers educational seminars and utilizes a combination of centrally developed and adviser-developed strategies, including access to private market investments and affiliated alternative-asset opportunities.

Daoud Kayoumi is a Financial Consultant at Fidelity Investments, a role he has held since 2023. In this position, he partners with clients to understand their financial goals, develop personalized plans, and provide investing guidance. He focuses on ensuring clients understand where their money is invested, the performance of their investments, and associated costs. Prior to his current role, Daoud held positions including Account Executive at Salesforce from 2022 to 2023, Vice President Financial Consultant at Charles Schwab from 2021 to 2022, Financial Advisor at Equitable from 2019 to 2021, and Branch Service Specialist at Union Bank from 2017 to 2018. He holds a California Insurance License.

Claudina Campbell is a financial advisor at Willow Grove Advisors, LLC with 17 years of industry experience. She holds the CFP® and Series 65 designations. Her prior roles include positions at Coldstream Wealth Management, Paracle Advisors LLC, and Brighton Jones LLC. Willow Grove Advisors, LLC is a fee-only SEC-registered investment adviser serving primarily individual and high-net-worth clients. The firm combines strategic asset allocation with technical and economic analysis, offering discretionary portfolio management and access to private fund investments.