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.

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 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 holds a Series 63 designation and has been with Occidental since 2013. Prior to that, he was associated with Acc Investment Management, Inc. since 2001. Occidental Asset Management provides wealth management, financial planning, and portfolio management services primarily for high-net-worth individuals and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary services tailored to client objectives and risk tolerance.

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 CFP® professional with six years of experience in financial advising. She has worked at North Berkeley Wealth Management, LLC since 2019 and previously held roles at Bell Investment Advisors and Asti Financial Management. North Berkeley Wealth Management serves individuals, families, business owners, and various entities with comprehensive financial planning and investment management. The firm employs a customized asset allocation approach using both passive and active strategies, including ESG options, and manages approximately $830 million in client assets.

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.

Forrest Bell is a Series 65-licensed financial advisor with Bell Investment Advisors Inc in Orinda, CA. He has 20 years of industry experience and has been with Bell Investment Advisors since 2005. Bell Investment Advisors is an SEC-registered firm serving individual and high-net-worth clients with discretionary portfolio management and fee-based financial planning. The firm customizes investment strategies based on clients’ personal and financial circumstances and conducts ongoing account monitoring while considering market and economic trends.

Karl Spurzem is a CFA® charterholder with 11 years of industry experience. He has worked at Mountain Capital Investment Advisors, Inc. since 2017 and was previously employed at Guggenheim Securities, LLC from 2012 to 2017. Mountain Capital Investment Advisors is an SEC-registered wealth management firm serving individuals, high net worth clients, trusts, estates, and charitable organizations. The firm manages approximately $929 million, offering discretionary investment management, retirement advice, and comprehensive financial planning with a focus on customized, long-term strategies using low-cost, diversified funds combined with fundamental and technical analysis.