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 credentials. Prior to joining Twin Peaks Wealth Advisors, he worked at Morgan Stanley for five years and Fisher Investments for eleven years. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, high-net-worth families, trusts, retirement plans, and other entities. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, complemented by tactical overlays, rebalancing, and specialized strategies including a direct-cryptocurrency sub-advisory program.

Gene Elliott is a financial advisor at Brio Financial Group with 25 years of industry experience. He holds a Series 66 designation and has worked at Brio Financial Group since 2017, following a two-year tenure at Ameriprise Financial Services. Outside of advising, he is active as a product reviewer on YouTube. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and consulting services. The firm offers discretionary portfolio management primarily through a wrap fee program and delivers a wide range of consulting services, including estate and tax planning, mortgage and debt analysis, and corporate structure advisory.

Syeda Iqbal is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at SAS Financial Advisors, LLC since 2023. She also operates Nasira Financial, providing financial planning and consulting services. SAS Financial Advisors is a fee-only, SEC-registered firm managing approximately $167 million across 160 client relationships, specializing in portfolio management and comprehensive financial planning for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm primarily employs passively managed index securities tailored to client-specific investment policies, with 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 Crypto Brokers and Comprehensive Asset Management prior to joining Tactivest. In addition to advisory services, Wong is a licensed insurance agent involved in the sale of fixed and indexed insurance products. Tactivest provides portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of investment analysis methods and strategies, operating under discretionary authority and utilizing technology platforms like Altruist to support client accounts.

Kameron Jackson is a financial advisor at Liberty Wealth Management, LLC with three years of industry experience. He holds the Series 65 credential and previously worked at The Utility Reform Network. Outside of his advisory role, Jackson is an insurance agent with Lifetime Planning Marketing, Inc. and is involved in private investment acquisitions through SL8 Investments, LLC. Liberty Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed models and advisor-developed strategies to construct diversified portfolios, integrating third-party managers and offering a range of services including financial planning, ERISA retirement plans, and educational programs.

Claudina Campbell is a CFP® with 17 years of industry experience, currently serving as an advisor at Willow Grove Advisors, LLC. She previously worked at Coldstream Wealth Management and Paracle Advisors LLC. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for individual and high-net-worth clients. The firm offers customized portfolio management using a combination of technical and economic analysis, strategic asset allocation, and both long- and short-term trading strategies.

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 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory work, he serves as a board member for the Lodgepole Parque Homeowners Association in Incline Village, NV. Moment Partners, LLC provides investment and wealth management, financial planning, and fiduciary services to individuals, high-net-worth families, trusts, estates, foundations, pension plans, and corporate clients. The firm employs customized, risk-adjusted, tax-aware asset allocation strategies combining active and passive security selection and frequently uses independent managers and options strategies in portfolio construction.

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® with 36 years of industry experience, currently affiliated with Bcn Financial, Inc. He has worked at LPL Financial, Crown Capital Securities, Quest Securities, and has been with Bcn Financial since 2004. Bratzler holds a Series 63 license and also maintains a notary license. Bcn Financial, Inc. provides retirement plan advisory and financial planning services primarily to employer-sponsored plan participants and members of over 200 Police and Fire Department associations. The firm’s investment approach emphasizes mutual funds and ETFs, combining fundamental, technical, and sentiment analysis with a market-timing component, and delivers regular client reporting including quarterly portfolio updates and annual performance reviews.

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.

Jesse Hindson is a CFP® with six years of industry experience, currently serving at Assembly Wealth since 2024. Prior to joining Assembly Wealth, he worked at Incline Investment Advisors, LLC and Incline Investment Management, LLC from 2019 to 2024. His background also includes roles outside finance at Big Water Grille and Vail Resorts Retail. Assembly Wealth is an SEC-registered investment adviser managing approximately $336.7 million as of the end of 2025. The firm provides discretionary portfolio management, financial planning, and third-party manager services to a diverse client base, utilizing a combination of asset allocation strategies and third-party managers within its wrap fee program.

Yezhou Wang is a financial advisor with SyntheticFi LLC, holding a Series 65 license and two years of industry experience. Prior roles include positions at Cyclone Technologies Inc, Hawx Services LLC, VRGL, Inc, and involvement with the University of Pennsylvania and ZhenFund. SyntheticFi LLC provides investment advisory and sub-advisory services to registered investment advisers, individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans, supported by proprietary software that enables automated monitoring and customized hedging with exchange-traded S&P 500 index and FLEX options.

Jared Wegrzyn is a financial advisor at Liberty Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Creative Planning, LLC and Heyman Investment Group. He is also involved with Lifetime Planning Marketing, Inc. as an insurance agent and serves as an associate financial planner/paraplanner at MFA Financial Planning. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, retirement plans, corporations, and other entities. The firm combines centrally developed models with adviser-developed strategies and uses both quantitative and fundamental analysis to construct diversified portfolios, while integrating third-party managers and coordinating with outside professionals.

Scott Peters is a financial advisor at Gordian Wealth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gordian Wealth Advisors since 2015, alongside prior roles at Sanctuary Securities, LLC and Capulent, LLC. Gordian Wealth Advisors primarily serves high-net-worth individuals, trusts, and estates, providing discretionary portfolio management, independent manager oversight, and integrated financial planning. The firm employs a blend of fundamental and quantitative analysis to implement diversified, asset-allocation-driven strategies tailored to clients' objectives and risk tolerance.

Keley Petersen is a financial advisor at Willow Grove Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Willow Grove Advisors since 2009. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for about 187 client relationships, primarily individual and high-net-worth investors. The firm combines technical and economic analysis with strategic asset allocation and trading strategies, offering customized portfolio management and private placement due diligence for suitable clients.