Samuel Stanton is a CFP® and holds a Series 66 designation with six years of industry experience. He currently serves at Inflection Capital Management, LLC and has previously worked at Morgan Stanley, Lake Street Advisors, and Eaton Vance Management. Outside of his advisory role, Stanton coaches youth lacrosse through 3STEP Sports, LLC. Inflection Capital Management serves high-net-worth families, family offices, trusts, endowments, businesses, and private funds. The firm combines a written investment policy approach with diversified portfolio construction and integration of third-party managers, employing AI for operational tasks alongside human review.

Timothy Mcdowell is a financial advisor at Fort Point Capital Partners LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Gordian Investments LLC and Cypress Point Capital Management LLC. He is a managing partner at Fort Point Capital Partners, where he oversees the firm and its investment activities. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices, offering discretionary separately managed accounts and private pooled investment vehicles. The firm focuses on risk management, global diversification, and tax-aware strategies, and sponsors private fund vehicles including fund-of-funds with specialized fee structures.

David Hedger is a CFP® and ChFC® with 36 years of experience in the financial services industry. He is affiliated with Liberty Wealth Management, LLC and has held roles at AE Financial Services, Liberty Group, and Granite Bay Asset Management Group. In addition to his advisory work, he is involved in health insurance sales and insurance marketing activities. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients. The firm offers investment management, financial planning, retirement plan services, and educational seminars, utilizing a combination of centrally developed models and adviser-developed strategies, with access to private market investments and affiliated business networks.

David Steele is a financial advisor with One Wealth Advisors, LLC in San Francisco, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at J.P. Morgan Securities for 17 years before joining One Wealth Advisors in 2015. Outside of his advisory role, he is a part-owner of a restaurant group and serves on the advisory boards of several restaurant and entertainment-related businesses, as well as a nonprofit organization. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, offering comprehensive wealth management and financial planning. The firm’s investment approach emphasizes long-term portfolio construction with tactical flexibility, utilizing diversified funds, independent managers, and third-party platforms to implement investment strategies.

Michael Vogel is a CFP® and CFA® with 16 years of industry experience. He is a member of the GenCap Portfolio Management team, where he has worked since 2015. Outside of his advisory role, he is a licensed insurance agent and a real estate broker. GenCap Portfolio Management provides discretionary and non-discretionary portfolio management, financial planning, and subadvisory services to individuals, high-net-worth clients, and other investment advisers. The firm employs fundamental analysis and modern portfolio theory to guide asset allocation and risk management, offering a range of investment strategies without a stated account minimum.

Andrew Brinkman is a financial advisor at Stableford Capital LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Stableford Capital since 2014. He also owns Stableford Holdings, LLC and is involved part-time in Stableford Tax LLC, a non-investment-related venture. Brinkman holds a Life and Health Insurance license and dedicates limited time to insurance-related activities. Stableford Capital serves individual investors, including high-net-worth households and business owners, as well as institutional clients such as retirement plans, pensions, endowments, and corporations. The firm emphasizes absolute, long-term total return through a discretionary, committee-supported investment process focused on high-quality, capital-compounding businesses and downside risk management.

Kelly Morton is a financial advisor at Intellectus Partners, LLC in San Francisco, CA, holding a Series 66 designation with 15 years of industry experience. Prior to joining Intellectus Partners in 2015, Morton worked at Deutsche Bank Securities Inc. from 2011 to 2015. Intellectus Partners provides wealth management, financial planning, investment consulting, and wealth coaching to high-net-worth individuals, trusts, estates, and private funds. The firm combines fundamental and quantitative analysis to build primarily long-term portfolios and manages approximately $2.98 billion in assets across discretionary and non-discretionary relationships.

Max O'rourke is a financial advisor at Jackson Square Capital, LLC with four years of industry experience. He holds a Series 65 credential and previously worked at PriceWaterHouseCoopers. Jackson Square Capital provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $564.3 million in client assets. The firm customizes portfolios based on risk tolerance and other factors, utilizing a range of investment vehicles and maintaining active oversight of independent managers.

Juan Carlos Peralta is a CFP® with 28 years of industry experience, currently serving at Roof Eidam Maycock Peralta LLC since 2009. He is based in San Francisco, CA, and holds a Series 63 license. Roof Eidam Maycock Peralta LLC provides discretionary investment management, financial planning, and retirement plan consulting to individual investors, charitable organizations, and institutional clients. The firm manages all client assets in-house, creating customized portfolios that incorporate fundamental, technical, and cyclical analysis, and operates a wrap-fee program covering trading costs for clients.

Andrew Cattano III is a financial advisor at Occidental Asset Management, LLC with 25 years of industry experience. He has held roles at Occidental since 2013 and previously worked at Acc Investment Management, Inc. from 2001 to 2014. He holds a Series 63 designation. Occidental Asset Management advises high-net-worth individuals and institutional clients through separately managed accounts, providing wealth management, portfolio management, and comprehensive financial planning services. The firm employs a range of analytical tools and oversees roughly $1.4 billion for about 945 clients with a team of 12 advisors across six offices.

William Paine is a financial advisor at GenCap Portfolio Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Front Row Advisors LLC since 2017 and Cloudwords from 2015 to 2017. GenCap Portfolio Management provides discretionary and non-discretionary portfolio management, financial planning, and subadvisory services to individuals, high-net-worth clients, and other investment advisers. The firm uses fundamental analysis and modern portfolio theory to guide asset allocation and risk management, and it offers a range of investment strategies including equities, fixed income, ETFs, and real estate funds.

Marian Jung is a financial advisor with Aspirean Wealth, LLC, holding a Series 65 designation and 17 years of industry experience. She has worked with Aspirean Wealth since 2015 and previously held roles in mortgage lending at All California Mortgage and All Western Mortgage. Aspirean Wealth provides advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, focusing on long-term, asset-allocation-driven strategies using diversified, passively managed mutual funds and ETFs. The firm manages approximately $195 million in assets and employs a four-advisor team to conduct portfolio oversight and client reviews.

Jennifer Regan is a Certified Financial Planner® at North Berkeley Wealth Management, LLC, with seven years of industry experience. She has worked at North Berkeley Wealth Management since 2019 and previously held positions at Bell Investment Advisors and Asti Financial Management. North Berkeley Wealth Management provides comprehensive financial planning and investment management services to individuals, families, business owners, and various other client types. The firm employs a customized asset allocation approach using institutional mutual funds and ETFs, incorporating both passive and active strategies, and offers customized ESG investment options.

Stephen Philliber is a financial advisor at WP Advisors, LLC in South San Francisco, CA, with 26 years of industry experience. He has been with WP Advisors since 1999 and holds Series 63 and Series 65 designations. WP Advisors provides personalized investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm creates customized portfolios based on client goals and risk profiles, using fundamental analysis and a mix of long- and short-term strategies, and manages approximately $506 million in client assets.

Arvind Saxena is a financial advisor with US Capital Global Wealth Management, LLC, holding Series 63 and Series 66 licenses and one year of industry experience. He has prior experience with New Genesis Financials & Insurance Solutions Inc., Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. Saxena is also the owner of New Genesis Financials & Insurance Solutions Inc., which brokers non-registered insurance products and sells New York Life products. 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 build diversified portfolios, employing a range of investment vehicles with ongoing monitoring and periodic reviews.

Ashley Rodabaugh is a financial advisor with Frec, holding a Series 66 designation and nine years of industry experience. Prior to joining Frec, she worked at firms including M1 Finance LLC, PEAK6 Group LLC, and Nationwide Fund Distributors. Outside of her advisory role, she is the owner of How Are You Still Single, LLC, a non-investment related business. Frec Advisers provides automated, software-based discretionary portfolio management to retail individuals, trusts, and other U.S. resident entities through its web and mobile platform. The firm’s services include direct indexing, tax-loss harvesting, hedging strategies, and portfolio allocation, with all recommendations generated and implemented electronically.

Aubrey Klearman is a CFP® professional with three years of experience, currently serving as an advisor at Yeske Buie Inc. in San Francisco. Prior to joining Yeske Buie in 2023, Aubrey held advisory roles at Mercer Advisors, RMB Capital, and Salt. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, personal trusts and estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a disciplined investment process grounded in Modern Portfolio Theory and manager due diligence, managing over $1 billion in client assets.

David Gillimore is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding a Series 66 designation and 23 years of industry experience. His career includes roles at TD Ameritrade, Emerson Equity, and Keller Williams Realty. Outside of Liberty Wealth Management, he is also an insurance agent with Lifetime Planning Marketing, Inc. Liberty Wealth Management is an SEC-registered firm offering investment management, financial planning, and retirement plan services to individuals, trusts, estates, and institutions. The firm uses a combination of centrally developed and adviser-designed investment strategies, with access to private market investments and affiliated businesses in legal, tax, and alternative assets.

Albert Gutierrez is a CFA® charterholder with 11 years of industry experience. He has been with Atlas Capital Advisors Inc. since 2010. The firm operates as a team of five advisors based in San Francisco, CA. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and corporate clients. The firm employs evidence-driven, total-portfolio asset allocation and utilizes a variety of instruments including equities, fixed income, ETFs, derivatives, and private alternative investments.

Nicole Tanenbaum is a financial advisor at Chequers Financial Management LLC in San Francisco, holding a Series 65 designation with eight years of industry experience. She has worked at Chequers since 2017 and previously at Robertson Stephens Advisors, LLC from 2015 to 2017. Chequers Financial Management provides wealth management and financial planning services primarily to ultra-high-net-worth individuals, multi-generational families, and their related entities. The firm emphasizes a combination of strategic and tactical asset allocation using low-cost, passively managed funds, incorporating comprehensive planning that includes estate, tax, and alternative investment strategies.