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.

Morgan Selmi is a financial advisor at Broadwing Capital Advisors, Inc., holding a Series 65 credential. He has been with Broadwing since 2017 and has experience working in education and sports, including roles at St. Vincent de Paul High School and Sonoma Stompers Baseball. Broadwing Capital Advisors provides discretionary portfolio management and financial planning services for individuals, families, and trusts, as well as non-discretionary advice to employer-sponsored retirement plans. The firm employs model portfolio management with a focus on low-cost ETFs and dividend-paying stocks, using fundamental screening and third-party research to guide investment decisions.

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.

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 10 years of industry experience, currently serving at Gemmer Asset Management LLC since 2017. He was previously with Geometric Wealth Advisors, LLC for one year and has been involved with Healey Timber since 2003. Outside of financial advising, he is the Managing Director of FIA Timber Partners, LLC, which manages investment funds for institutional and high net worth investors. Gemmer Asset Management provides discretionary portfolio management primarily for individuals, trusts, retirement plans, and small businesses, focusing on separately managed accounts. The firm emphasizes asset allocation and longer-term holdings, using predominantly no-load mutual funds and ETFs, and includes a Social Strategy to limit fossil fuel exposure.

Frank Villarreal is a financial advisor with US Capital Global Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes positions at firms such as Stifel, J.P. Morgan Securities, and Credit Suisse Securities. Outside of his advisory work, he serves as CEO of Villarreal LLC, a company involved in residential property renovations. US Capital Global Wealth Management, LLC provides investment management, consulting, and financial planning services primarily to individual and high-net-worth clients. The firm uses a multi-step screening process combining fundamental, sector, and quantitative analysis to construct diversified portfolios with active and passive strategies across various asset classes.

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.

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.

Dawn Hale is a financial advisor with BCN Financial, Inc. in Alameda, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Her career includes roles at LPL Financial, Crown Capital Securities, and Quest Securities. BCN Financial provides retirement plan advisory and financial planning services primarily to participants in employer-sponsored retirement plans and members of public safety associations. The firm’s investment approach focuses on mutual funds and ETFs with a mix of fundamental, technical, and sentiment analysis combined with market timing, serving a client base distinct from typical high-net-worth individuals.

Bradley Stephens is a financial advisor at Tamalpais Asset Management with 21 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Nationwide Investment Services Corporation and Calamar Financial Group. At Tamalpais, he serves as a Retirement Plan Consultant, assisting small and mid-sized businesses with retirement plans and providing wealth management services to individuals. Tamalpais Asset Management is a team-based SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, endowments, and qualified retirement plan sponsors. The firm emphasizes passive investing with DFA mutual funds and ETFs, incorporates modern portfolio theory and quantitative analysis, and offers customized portfolio management with regular monitoring and reporting.

Natalie Masarweh is a financial advisor at Chequers Financial Management LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at BMO Bank N.A. and Northwestern Mutual Investment Services LLC. Chequers Financial Management LLC provides bespoke advisory services to ultra-high-net-worth individuals and complex, multi-generational families, focusing on personalized financial planning and discretionary investment management that includes passive asset-class funds and alternative investments for qualified clients. The firm offers tailored service tracks such as Personal CFO/Corporate Executive and Multi-Family Office services, addressing wealth transfer, estate planning, and ongoing financial administration.

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 Series 65-licensed financial advisor with Liberty Wealth Management, LLC, based in Oakland, CA. He has one year of industry experience and has been with Liberty Wealth Management in multiple periods since 2022. Prior to his advisory role, he worked at Tilden Golf Course and attended the University of California Los Angeles. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm combines centrally developed models with advisor-driven strategies, emphasizing diversification and using Investment Policy Statements to document objectives.

David Hollander is a financial advisor with Liberty Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes leadership roles across multiple affiliated companies, including ownership and management of legal, tax, insurance, and alternative asset entities. Outside of his advisory work, he serves on the finance committee of the Julia Morgan School and is involved with a private racecar club as an owner and board member. He also hosts the weekly Protect Your Assets Radio Show and Podcast. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, offering both discretionary and non-discretionary portfolio management. The firm integrates centrally developed and representative-created investment strategies, with an emphasis on diversification and use of third-party managers, and operates a group of affiliated professional businesses providing legal, tax, real estate, and insurance services.

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.

Troy Copeland is an advisor at O'Donnell Financial Services, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Independent Financial Group, LLC since 2016. He is also a licensed insurance agent offering various insurance products. O'Donnell Financial Services provides wrap asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, and business entities. The firm offers tailored advisory services through discretionary and non-discretionary mandates, employing a range of investment strategies from long-term buy-and-hold to short-term trading.