Michael Beck is a CFA® charterholder with eight years of industry experience. He currently serves at Rothschild Wealth LLC and previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Phoenix Investment Adviser, LLC. Beck is a board trustee for Mark Day School in San Rafael, CA. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm constructs portfolios using asset-allocation models tailored to client objectives and risk tolerance, employing quantitative tools and third-party sub-advisers to manage diversified investments and provide ongoing monitoring and rebalancing.

Timothy Connolly is a CFP® with four years of industry experience, currently serving as an advisor at Yeske Buie Inc. He previously worked at Griffin Black, Inc. and has additional experience in corporate tax incentives and staffing services. Outside of finance, Connolly provides occasional support at Johnny Foley's Irish House in San Francisco. Yeske Buie offers integrated wealth management services, including financial planning, discretionary asset management, and fiduciary asset management for a range of clients such as high-net-worth individuals, foundations, and retirement plans. The firm uses a process centered on written Investment Policy Statements and portfolios constructed with ETFs and mutual funds based on Modern Portfolio Theory and manager due diligence.

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® and holds a Series 65 license with four years of industry experience. He has worked at Roof Eidam Maycock Peralta LLC since 2025 and previously held positions at Burton Enright Welch, Garde Capital, and Seattle University. Prior to entering financial advising, he spent four years at Look Left Marketing. Roof Eidam Maycock Peralta LLC advises individual investors, charitable organizations, and institutional clients with discretionary investment management, financial planning, and retirement plan consulting. The firm manages all client assets in-house, offering customized portfolios that incorporate fundamental, technical, and cyclical analysis, and operates a wrap-fee program that covers trading costs for clients.

Brian Baylis is a financial advisor at Bell Investment Advisors Inc with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bell Investment Advisors since 2007. Bell Investment Advisors is an SEC-registered firm that provides discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients. The firm customizes investment recommendations based on clients’ circumstances and conducts ongoing account monitoring while considering market and economic trends.

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.

John Kenny is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Illumination Wealth Management, where he has worked since 2022. Prior to this, he held roles at Savvy Investments & Planning LLC and MML Investor Services. Illumination Wealth Management serves individuals, high-net-worth clients, trusts, corporations, and retirement plans by providing comprehensive Financial Life Management that integrates financial planning and ongoing investment management. The firm employs client-specific investment policy statements and a strategic asset allocation approach with tactical adjustments, monitoring portfolios regularly with a focus on long-term allocation.

Ariana Alisjahbana is a financial advisor at North Berkeley Wealth Management, LLC, holding CFP® and Series 65 credentials with four years of industry experience. Her prior roles include positions at BrightPlan and Rocket Lawyer, as well as experience in travel and at Alibaba Group. North Berkeley Wealth Management provides comprehensive financial planning and investment management services to a diverse client base, utilizing a customized asset allocation process that incorporates both passive and active strategies along with ESG options. The firm manages approximately $830 million in client assets and emphasizes maintaining client custody with reputable custodians such as Charles Schwab.

Eleanor Hall is a financial advisor at One Wealth Advisors, LLC in San Francisco, CA, holding a Series 65 credential with three years of industry experience. She has been with One Wealth Advisors since 2021 and previously worked at WeWork from 2019 to 2021. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, offering comprehensive wealth management, financial planning, and portfolio management with a primarily long-term investment approach enhanced by tactical overrides. The firm manages approximately $1.25 billion for about 406 clients through a team of 11 advisors, focusing on wealthier, more concentrated relationships.

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.

Robert Bradford is a financial advisor at Affinity Capital Advisors LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Private Ocean and Morgan Stanley Private Bank. Bradford has been with Affinity Capital Advisors since 2018. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing over $850 million in assets across more than 500 client relationships. The firm provides comprehensive portfolio management and financial planning, utilizing a mix of fundamental, technical, and charting analysis with a variety of investment vehicles, including alternatives and options.

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 with Fort Point Capital Partners LLC in San Francisco, holding a Series 66 designation and 11 years of industry experience. He has worked at Gordian Investments, LLC and Cypress Point Capital Management, LLC, and has been with Fort Point since 2013, where he serves as managing partner. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services for individually managed accounts. The firm emphasizes a risk-focused investment approach with global diversification, active risk management, and systematic tax-loss harvesting, and is known for operating a pooled-vehicle platform with performance-based fee structures.

David Hedger is a CFP® and ChFC® professional with 36 years of experience in the financial services industry. He is affiliated with Liberty Wealth Management, LLC and has also been involved with AE Financial Services, LLC and Granite Bay Asset Management Group. In addition to his advisory roles, he is a health insurance agent and works with a privately held insurance field marketing association offering insurance products and services. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm provides comprehensive financial planning and investment management services, utilizing both centrally developed and adviser-specific strategies, and integrates a range of asset classes including private market investments.

Heidi Crawford is a Series 65-licensed financial advisor with Bell Investment Advisors Inc, based in Orinda, CA. She has 12 years of industry experience and has been with Bell Investment Advisors since 2014. Bell Investment Advisors is an SEC-registered firm providing discretionary portfolio management and fee-based financial planning services to individual and high-net-worth clients. The firm customizes investment strategies based on clients’ financial situations and goals while conducting ongoing account monitoring and market research.

David Steele is a financial advisor at One Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with One Wealth Advisors since 2015. Outside of his advisory role, Steele is a partial owner or advisor to several restaurant businesses and music management ventures, and he serves on the board of a nonprofit organization. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, offering comprehensive wealth management, financial planning, and portfolio management. The firm employs a primarily long-term investment approach with tactical flexibility and utilizes diversified investments alongside third-party platforms for automated management and client-directed advisory services.

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 with Intellectus Partners, LLC in San Francisco, CA, holding a Series 66 designation and 15 years of industry experience. She has been with Intellectus Partners since 2015. Intellectus Partners provides wealth management, investment consulting, financial planning, and portfolio management services to high-net-worth individuals, trusts, estates, and private funds. The firm employs a combination of fundamental analysis, proprietary quantitative algorithms, and alternative data in its investment approach, offering both discretionary and non-discretionary services.