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.

Robert Atkins is a financial advisor at Alpha Wealth Management and Planning LLC with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Alpha Wealth Management and Planning and LPL Financial since 2015. Atkins is also involved with a separate business focused on tax preparation and accounting services under Wealth Strategies. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, and specialized advisory services. The firm employs a primarily long-term investment approach that incorporates fundamental, technical, cyclical, and charting analysis to build diversified portfolios, and it sponsors its own wrap fee program with multiple platform tracks.

Joseph Knebel is a financial advisor with Twin Peaks Wealth Advisors in San Francisco, CA. He holds Series 63, 65, and 66 licenses and has 16 years of industry experience. Prior to joining Twin Peaks Wealth Advisors in 2026, 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, offering discretionary portfolio management and integrated financial planning primarily through separately managed accounts and householded relationships.

Diane Mccracken is a financial advisor at Westhill Financial Advisors, Inc. with 32 years of industry experience. She has been with Westhill since 2010 and holds Series 63 and Series 65 licenses. Diane is a board volunteer for Wednesday's Gift, a nonprofit organization that assists individuals in need of food, clothing, and housing. Westhill Financial Advisors provides personalized financial planning, investment management, and pension consulting to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm uses a strategic asset allocation approach combining passive index and ETF holdings with select active managers, tailoring portfolios to clients' specific needs.

Terry Allen is a financial advisor with The Putney Financial Group LLC in San Rafael, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He is also the director, officer, and owner of Completax Planning Inc, a tax, accounting, and estate planning firm he has been involved with since 1999. Allen has worked at The Putney Financial Group since 2013 and at Arete Wealth Management since 2024. The Putney Financial Group LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm employs a multifaceted investment approach emphasizing asset allocation and discretionary portfolio management, using a mix of mutual funds, ETFs, fixed income, structured products, private placements, and options strategies aligned with client objectives.

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, 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.

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 Series 65-credentialed financial advisor at Liberty Wealth Management, LLC in Oakland, CA, with three years of industry experience. Prior to joining Liberty, he worked at The Utility Reform Network in 2022. Outside of advising, Jackson serves as an insurance agent for Lifetime Planning Marketing, Inc., a privately held insurance field marketing association. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers a combination of discretionary and non-discretionary portfolio management, utilizes Investment Policy Statements, and integrates centrally developed models with advisor-specific strategies, with a focus on diversification across both traditional and private-market investments.

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 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.

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.

Raymond Lent is a financial advisor with The Putney Financial Group LLC in San Rafael, CA, holding Series 63 and Series 65 licenses with 50 years of industry experience. He is the owner of Portsmouth Financial Services Inc., a FINRA member broker-dealer, where he serves as Chairman of the Board and Registered Representative. Outside of finance, he is involved in the resale of rare coins and lithographic prints through a private venture. The Putney Financial Group LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm employs a multi-faceted investment approach emphasizing asset allocation across various instruments and generally manages portfolios on a discretionary basis with regular reviews and reporting.

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.

Kyle Ladd is a financial advisor at O'Donnell Financial Services, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Charles Schwab and TD Ameritrade. Outside of advising, he performs family-friendly live music locally under the name Scottorious. O'Donnell Financial Services, LLC offers wrap asset management, financial planning, and retirement plan consulting to individuals, pension plans, trusts, and business entities. The firm provides tailored advisory services through discretionary and non-discretionary mandates, employing a range of investment strategies to suit client needs.