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.

Scott Bowhay is a financial advisor with Investor Fan who holds Series 63 and Series 65 credentials and has 47 years of industry experience. His prior work includes roles at Wells Fargo Advisors Financial Network LLC and MSH Capital Advisors. He is also the managing partner of Bowhay Investments LLC, where he provides investment advisory services to individuals and foundations. Investor Fan offers investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm uses a portfolio approach based on Modern Portfolio Theory, incorporating fundamental, technical, cyclical, and macroeconomic analysis, and typically reviews client accounts quarterly or more frequently.

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 with a Series 65 credential. He has experience with Focus Partners Wealth and Citigroup, Inc. prior to joining Inflection Capital. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients by providing comprehensive financial planning and portfolio management. The firm utilizes an IPS-driven, manager-of-managers approach, combining third-party manager selection with internal oversight and employs a broad investment toolkit supported by AI tools and third-party research.

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.

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-registered advisor with Abundo Wealth in San Francisco, CA, bringing three years of industry experience. She has worked at Abundo Wealth since 2022 and previously held roles at Farther Finance, Mercer Global Advisers, Group Nine Media, and Discovery Digital Networks. Outside of financial advising, she is a co-writer for the creative stage theater project "Retirement: The Musical," which involves minimal grant funding and no compensation. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund investing, advising on asset allocation while leaving implementation to clients, and operates a subscription-based fee model across a network of 11 offices.

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.

Delbert White is a financial advisor with BCN Financial, Inc. holding a Series 66 designation and nine years of industry experience. His career includes roles at Crown Capital Securities, L.P. and LPL Financial, as well as prior public service with the City of Oakland. Outside of advisory work, he maintains a notary license and is involved in providing fixed insurance products. BCN Financial, Inc. specializes in retirement plan advisory and financial planning services for employer-sponsored plan participants and members of police and fire department associations. The firm employs an investment process focused on mutual funds and ETFs combined with fundamental, technical, and sentiment analysis, typically offering non-discretionary advice within client plan options.

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.

Jeffry Bratzler is a CFP® professional with 37 years of industry experience. He is affiliated with BCN Financial, Inc., where he has worked since 2004, and has prior experience at Quest Securities, Inc., Crown Capital Securities, LP, and LPL Financial. Bratzler holds a Notary License and has engaged in non-variable insurance activities. BCN Financial provides retirement plan advisory and financial planning services primarily to participants in employer-sponsored retirement plans, members of police and fire associations, and various institutional clients. The firm’s investment process emphasizes mutual funds and ETFs with a market-timing approach and is notable for its regular client reporting and focus on specialized client segments.

Marla Schroeder is a financial advisor at Contravisory Investment Management, Inc. with one year of industry experience. Prior to entering the financial sector, she worked in education at Orinda Union Schools and Moraga Schools for a combined total of over ten years. Contravisory Investment Management serves both individual and institutional clients, managing approximately $702 million across discretionary and non-discretionary accounts. The firm employs a proprietary quantitative and technical research system to guide its investment strategies and is notable for its dual role as both investment manager and sponsor of private pooled vehicles that utilize long-short strategies.

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.