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-licensed advisor with four years of industry experience. She has worked at Abundo Wealth since 2022 and previously held roles at Farther Finance, Mercer Global Advisers, and in media companies including Group Nine Media and Discovery Digital Networks. Outside of her advisory work, she is a co-writer for a creative stage theater project titled "Retirement: The Musical." Abundo Wealth provides ongoing, non-discretionary financial planning and investment advice to individuals and families through a client portal and third-party planning software. The firm emphasizes passive, low-cost broad market index funds and focuses on asset allocation, tax-aware placement, and managing behavioral risk while clients retain control of implementation.

Patrick Hitchcock is a financial advisor at Moment Partners, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and joined Moment Partners in 2024 after eight years at Wells Fargo Clearing. Outside of his advisory role, he serves as a board member for the Lodgepole Parque Homeowners Association in Incline Village, Nevada. Moment Partners serves individual and institutional clients, offering investment and wealth management, financial planning, and fiduciary services. The firm employs a risk-adjusted, tax-efficient approach combining active and passive strategies and manages over $1.18 billion in assets with a team of four advisors.

Delbert White is a financial advisor with BCN Financial, Inc. holding a Series 66 designation and nine years of industry experience. His career includes roles at Crown Capital Securities, L.P. and LPL Financial, as well as prior public service with the City of Oakland. Outside of advisory work, he maintains a notary license and is involved in providing fixed insurance products. BCN Financial, Inc. specializes in retirement plan advisory and financial planning services for employer-sponsored plan participants and members of police and fire department associations. The firm employs an investment process focused on mutual funds and ETFs combined with fundamental, technical, and sentiment analysis, typically offering non-discretionary advice within client plan options.

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.

Jeffry Bratzler is a CFP® professional with 37 years of industry experience. He is affiliated with BCN Financial, Inc., where he has worked since 2004, and has prior experience at Quest Securities, Inc., Crown Capital Securities, LP, and LPL Financial. Bratzler holds a Notary License and has engaged in non-variable insurance activities. BCN Financial provides retirement plan advisory and financial planning services primarily to participants in employer-sponsored retirement plans, members of police and fire associations, and various institutional clients. The firm’s investment process emphasizes mutual funds and ETFs with a market-timing approach and is notable for its regular client reporting and focus on specialized client segments.

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.

Jared Wegrzyn is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Creative Planning, LLC and Heyman Investment Group. In addition to his advisory work, he is involved with MFA Financial Planning and Lifetime Planning Marketing, Inc., where he engages in financial sales and insurance services. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, retirement plan services, and access to third-party manager programs. The firm offers a combination of centrally developed and adviser-developed strategies, including private market investments and affiliated alternative-asset management.

Daniel Worthington is a ChFC® credentialed financial advisor with 42 years of industry experience. He currently works at Stonebridge Financial Group and has previously been associated with firms including AXA Advisors, GWN Securities, and Castle Rock Wealth Management. Worthington also manages group health and dental insurance relationships outside of his advisory role. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, offering discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a combination of quantitative and qualitative investment approaches and manages client portfolios across a wide range of asset classes, including stocks, bonds, ETFs, and alternative investments.

Scott Peters is a financial advisor at Gordian Wealth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gordian Wealth Advisors since 2015, alongside prior roles at Sanctuary Securities, LLC and Capulent, LLC. Gordian Wealth Advisors primarily serves high-net-worth individuals, trusts, and estates, providing discretionary portfolio management, independent manager oversight, and integrated financial planning. The firm employs a blend of fundamental and quantitative analysis to implement diversified, asset-allocation-driven strategies tailored to clients' objectives and risk tolerance.

Keley Petersen is a financial advisor at Willow Grove Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Willow Grove Advisors since 2009. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for about 187 client relationships, primarily individual and high-net-worth investors. The firm combines technical and economic analysis with strategic asset allocation and trading strategies, offering customized portfolio management and private placement due diligence for suitable clients.

Michael Beck is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Rothschild Wealth LLC, where he has worked since 2026. Prior to this, he held roles at Cambridge Investment Research Advisors, Inc. and Phoenix Investment Adviser, LLC. Beck serves as a board trustee for Mark Day School in San Rafael, CA. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executives, trusts, retirement plans, and institutional clients. The firm employs asset-allocation models supported by quantitative analysis and offers a range of portfolio management and planning services, including coordination of tax and estate planning and 401(k) consulting.

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.

Kevin Klauber is a financial advisor with McClurg Capital Corporation in San Rafael, CA. He holds a Series 63 designation and has 41 years of industry experience, including 35 years at McClurg Capital. McClurg Capital provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, IRAs, endowments, and charitable organizations. The firm emphasizes account-level customization through written Investment Policy Questionnaires and manages portfolios using strategies such as asset-class diversification, bond laddering, and tactical cash management.