Marisa Heiden is a CFP® with four years of industry experience, currently serving as a financial advisor at Mission Creek Capital Partners, Inc. in San Francisco. Her prior experience includes roles at Burton Enright Welch and Wells Fargo. Mission Creek Capital Partners serves a diverse client base including institutional investors, private clients, pension plans, and pooled investment vehicles. The firm employs a core-and-satellite investment approach with fundamental and economic analysis, offering discretionary portfolio management, wealth planning, concentrated stock management, and specialized services such as private equity distribution and sub-advisory solutions.

Thomas Owens is a CFP® professional with five years of industry experience currently serving at Roof Eidam Maycock Peralta LLC. His prior experience includes roles at Burton Enright Welch, Garde Capital, Seattle University, and Look Left Marketing. Roof Eidam Maycock Peralta LLC advises individual investors, charitable organizations, and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm builds customized portfolios using a range of investment strategies and operates a wrap-fee program that covers trading costs for clients.

Asha Culhane Husain is a financial advisor at Mirador Capital Partners with a Series 65 credential and one year of industry experience. Prior to joining Mirador, she held roles at Re:wild Your Compass, Boccaccios Restaurant, Conejo Family Health, Columbia University, and the University of California, Berkeley. Mirador Capital Partners provides portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and profit-sharing plans, and small businesses. The firm employs a top-down fundamental investment approach supplemented by technical analysis and offers multiple proprietary strategies across different asset classes.

Gregory Powell is a financial advisor at Sentry Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sentry Advisors since 2015. In addition to his advisory role, he serves as a principal in a life and health insurance business. Sentry Advisors provides investment advisory and financial planning services to individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs an individualized investment process using fundamental, technical, and model-based methods, managing a mix of discretionary and non-discretionary assets across various asset classes.

Lonbaye Yarnway is a financial advisor at SyntheticFi LLC with nine years of industry experience and holds a Series 66 designation. Prior to joining SyntheticFi in 2026, Yarnway worked at Yarnway Wealth Management, Onyx Advisor Network, Altruist, and Berknell Financial Group. SyntheticFi 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 and offers automated monitoring and custom hedging strategies involving exchange-traded S&P 500 index and FLEX options.

Erny Malakoff is a financial advisor with Malakoff Wealth based in Castro Valley, CA, holding a Series 63 designation and offering 40 years of industry experience. His career includes roles at LPL Financial spanning over three decades and leadership positions at Master Wealth, LLC and Malakoff & Associates. He also serves as a preacher at a Masonic residence outside of his financial advisory work. Malakoff Wealth provides financial planning and consulting services primarily to individuals, trusts, nonprofits, banks, business entities, and pension plans, delivering written plans and periodic reviews without managing client assets. The firm focuses on fundamental analysis and manager evaluation, recommending diversified allocations and offering advice through hourly, fixed-fee, or retainer engagements rather than discretionary portfolio management or percentage-of-AUM fees.

Victor Huang is a financial advisor at Morling Financial Advisors, LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Morling Financial Advisors since 2015. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and pension consulting. The firm employs a client-specific strategic asset allocation using index-based equities and fixed income, mutual funds, ETFs, and alternative investments, with ESG integration available upon request.

Cesar Dantes is a Series 63-licensed financial advisor with 29 years of industry experience. He has been with Prosperity Financial Group, Inc. in San Ramon, CA since 2010. Prosperity Financial Group serves individuals, including high-net-worth clients, trusts, estates, and business entities, providing asset management, financial planning, and consulting services. The firm manages approximately $503 million in discretionary assets through a team of seven advisors, offering customized portfolios and oversight of third-party money managers.

Daniel Platt is a CFP® and CFA® with 17 years of experience in the financial services industry. He has worked at Neumann Capital Management since 2019 and previously held roles at Brio Financial Group and Ameriprise Financial Services. Platt is based in Foster City, CA, and holds Series 63 and Series 65 licenses. Neumann Capital Management serves individual and high-net-worth clients, as well as trusts and charitable organizations, offering both comprehensive and essential wealth management programs. The firm employs a strategic asset allocation approach with disciplined rebalancing and in-house research, managing approximately $568.5 million in discretionary assets across five offices.

Jeremy Fletcher is a CFA® charterholder with 15 years of industry experience. He has been with Asset Dedication, LLC since 2010. Asset Dedication provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs its Asset Dedication strategy, which aligns equity allocations with investment-grade fixed-income securities to meet clients’ cash-flow needs, and serves a large client base with a small advisory team through standardized sub-advisory arrangements.

Samuel Stanton is a CFP® with six years of industry experience currently serving at Inflection Capital Management, LLC. His prior experience includes roles at Morgan Stanley, Lake Street Advisors, and Eaton Vance Management. Outside of his advisory work, Stanton is a youth lacrosse coach with 3STEP Sports, LLC. 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 employs an IPS-driven, manager-of-managers approach, combining third-party manager selection with oversight, rebalancing, and reporting tailored to client-specific needs.

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.

Tamaki Faneuff is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Catalyst Private Wealth, LLC since 2022 and previously worked at Sanford C. Bernstein & Co., LLC and UBS. Catalyst Private Wealth is an SEC-registered advisory firm that serves individuals, trusts, retirement plans, and institutions with investment management, financial planning, and consulting services. The firm employs both active and passive strategies and multiple analytical methods to tailor diversified portfolios to client goals and risk tolerances.

David Hedger is a CFP® and ChFC® with 36 years of industry experience. He is with Liberty Wealth Management, LLC and has previously worked at AE Financial Services, Liberty Group, Granite Bay Asset Management Group, and Mony Securities Corporation. In addition to his advisory role, Hedger is involved in health insurance and insurance sales through Lifetime Planning Marketing, Inc. 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-specific strategies, emphasizes diversification, and offers discretionary and non-discretionary portfolio management alongside referrals to third-party managers.

Scott Lucia is a CFP® with 21 years of experience in financial advisory. He has been with Andrews, Lucia Wealth Management LLC since 2004, where he is the sole advisor. The firm manages approximately $497 million in discretionary assets for about 190 clients, including individuals, qualified retirement plans, trusts, and small businesses. Andrews, Lucia Wealth Management LLC employs a buy-and-hold investment approach based on modern portfolio theory, primarily using passively managed ETFs and no-load mutual funds, supplemented by separately managed fixed-income portfolios and customized investment policy statements.

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.

Monica Padilla is a CFP® with 40 years of experience in the financial services industry. She has been with American Investors Company since 1990 and has operated as a sole proprietor since 1985. Outside of advising, she provides tax preparation services seasonally and acts as a trustee and trust planner for personal clients. American Investors Company serves individuals, retirement plans, trusts, estates, and charitable organizations, offering both advisory and broker-dealer services. The firm provides discretionary and non-discretionary asset management, financial planning, and conducts evaluations of third-party money managers while acknowledging ERISA fiduciary duties for retirement advice.