Brieann Peixoto is a financial advisor with Tactivest, LLC, holding a Series 65 designation and four years of industry experience. She has worked at Tactivest in various capacities since 2020. Tactivest provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a range of analytical approaches and trading strategies, offering both discretionary and non-discretionary portfolio management without an account minimum.

Ebi Mathew is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brickley Wealth Management. Prior to joining Brickley Wealth Management, Mathew worked at Wealth Architects, LLC and held various roles at Northwestern Mutual and Ameriprise. Brickley Wealth Management provides portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pensions, and businesses. The firm’s investment approach combines modern portfolio theory with active and passive funds, ESG screening, and manager due diligence, serving clients through ongoing monitoring and diversified, long-term strategies.

Gino Garcia is a financial advisor at Atlas Capital Advisors Inc. in San Francisco, CA, holding a Series 65 designation with one year of industry experience. He previously worked at Meridian Financial LLC for one year. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and corporate entities. The firm uses evidence-driven methods combining fundamental, technical, and quantitative analysis to manage tax-aware, discretionary portfolios with a focus on total-portfolio asset allocation.

Olusola Awofala is a financial advisor at Fort Point Capital Partners LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at San Francisco Sentry Investment Group, SF Sentry Securities, Inc., and ThinkEquity LLC. Fort Point Capital Partners provides investment management and financial planning services primarily to high-net-worth individuals and family offices. The firm focuses on risk management through global diversification, active oversight, and tax-aware strategies while sponsoring and managing private fund vehicles and separately managed accounts.

Brendan Connaughton is a financial advisor at Catalyst Private Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Mutual Advisors, LLC and ClearPath Capital Partners LLC. Outside of his advisory role, he is an investor in a media application that assists users with custom video trailer creation. Catalyst Private Wealth serves individuals, trusts, retirement plans, and institutions by providing discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection. The firm employs both active and passive investment strategies, using multiple analytical methods to create diversified portfolios tailored to clients’ goals and risk tolerances.

Alexander Flagg is a CFP® with 33 years of experience in the financial industry. He has been with Sentry Advisors, LLC since 2015 and holds Series 63 and Series 65 licenses. He also serves as a principal in a life and health insurance business. Sentry Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs an individualized investment approach using fundamental, technical, and model-based methods, managing approximately $2.47 billion in client assets as of the end of 2024.

Ekansh Vashishth is a financial advisor at Twin Peaks Wealth Advisors with a Series 65 designation and three years of industry experience. He has been with Twin Peaks Wealth Advisors since 2021. Twin Peaks Wealth Advisors is a multi-advisor registered investment adviser managing approximately $585 million for individuals, families, trusts, retirement plans, and other entities. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, employing discretionary separately managed accounts, legacy and consulting services, and specialized strategies including direct indexing and a direct-cryptocurrency sub-advisory program.

Christopher Low is a financial advisor with The Advisory Group of San Francisco, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Fiduciary Benefits Group and spent 14 years with TIAA and TIAA-CREF. The Advisory Group of San Francisco is a fee-only, SEC-registered advisory firm with a six-advisor team managing approximately $810 million for individuals, foundations, endowments, and retirement plans. The firm combines modern portfolio theory with various analysis techniques and utilizes both active and passive funds, including Dimensional Fund Advisors (DFA) funds, while offering discretionary investment management and comprehensive financial planning services.

Lorena Moudi is a financial advisor at Mission Creek Capital Partners, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley from 2013 to 2020. Mission Creek serves institutional and private clients, including pension plans, endowments, foundations, executives, entrepreneurs, state and municipal entities, and other registered advisers. The firm employs a core-and-satellite investment approach with fundamental company analysis and a top-down economic overlay, offering discretionary portfolio management, wealth planning, sub-advisory services, and specialized private equity distribution and post-venture management.

Gary Roof is a CFP® professional with 29 years of experience in the financial industry. He has been with Roof Eidam Maycock Peralta LLC since 2009. The firm advises individual investors, charitable organizations, and institutional clients by providing discretionary investment management, financial planning, and retirement plan consulting. Roof Eidam Maycock Peralta LLC manages all client assets in-house, constructing customized portfolios using fundamental, technical, and cyclical analysis, and operates a wrap-fee program that covers trading costs for its clients.

Marc Dickow is affiliated with Brio Financial Group and has 12 years of experience at Core7 Real Estate. He is based in San Francisco, CA. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm offers discretionary portfolio management through a wrap fee program and a wide range of consulting services, including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

Mitchell Sands is a financial advisor at Catalyst Private Wealth, LLC in San Mateo, CA, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Emerson Equity, Mutual Advisors, LLC, and ClearPath Capital Partners LLC. Sands is also a partner and founder of Catalyst Private Wealth and a registered representative at Emerson Equity. Catalyst Private Wealth is an SEC-registered advisory firm serving individuals, trusts, retirement plan participants, and institutions. The firm employs both active and passive investment strategies, using multiple methods of analysis to build diversified portfolios tailored to client goals and risk tolerances.

Scott Schwartz is a CFP® with 23 years of industry experience, currently serving as the sole advisor at EntentVest Inc. He has worked at various firms including Alexander Beard (USA) LLC and American Airlines. Outside of financial advising, Schwartz is a licensed pilot and flight instructor, serves on the Board of Directors and as President of the Rotary Club, and is the author of *Investing in a New Climate: A Sustainable Approach to Investing & Living in a New Climate*. EntentVest Inc. provides discretionary portfolio management, financial planning, and pension and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes sustainable (ESG) investing and utilizes a digital platform for automated trading, rebalancing, and reporting, offering institutional-level services uncommon for an independent firm of its size.

Jakob Adams is a financial advisor at Chequers Financial Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Chequers since 2022. Prior to joining Chequers, he held roles at Marlanna Capital Advisory and House of Mana UP. Chequers Financial Management provides wealth management and financial planning services primarily for ultra-high-net-worth individuals, multi-generational families, and related entities. The firm emphasizes a combination of strategic and tactical asset allocation using low-cost, passively managed funds, along with comprehensive planning including estate, tax, and alternative investment strategies.

Kyla Dolorfino is a financial advisor at Chequers Financial Management LLC in San Francisco, holding a Series 65 credential and having one year of industry experience. Prior to joining Chequers, she gained experience at Fremont Bank and has an academic background from the University of California, Merced. Chequers Financial Management LLC serves ultra-high-net-worth individuals, multi-generational families, and related entities with tailored advisory services, combining customized financial planning and discretionary investment management. The firm focuses on complex client needs through Personal CFO/Corporate Executive and Multi-Family Office service tracks.

Tyler Sloan is a financial advisor at Fort Point Capital Partners LLC based in San Francisco, CA. He holds a Series 65 designation and has been with Fort Point Capital Partners since 2023. Prior to joining the firm, he was employed at Santa Clara University and Lakeridge High School. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk management, global diversification, and tax-aware strategies across discretionary separately managed accounts and private pooled funds that allocate to private credit, private equity, and real estate.

Gregory Patterson is a financial advisor with The Advisory Group of San Francisco, LLC, holding a Series 65 designation and 24 years of industry experience. He has been with the firm since 2000. The Advisory Group of San Francisco, LLC is a fee-only registered investment adviser serving individual and institutional clients, including foundations and endowments. The firm employs a client-focused investment approach using asset allocation, periodic rebalancing, and a mix of active and passive funds, with specialized services such as retirement-plan management and institutional support for pooled investment vehicles.

Ryan Fujioka is a financial advisor at Fire Capital Management, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Costco Wholesale. Fire Capital Management serves high-net-worth and ultra-high-net-worth individuals and families, as well as select institutional and charitable clients, offering private wealth management, multi-family office services, financial planning, and an Outsourced Chief Investment Officer program. The firm emphasizes customized portfolio construction and integrates Environmental, Social, and Governance factors into its fundamental research.

Todd Sixt is a financial advisor at Strait & Sound Wealth Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Mutual Advisors, LLC and Alpha Cubed Investments, LLC. He has been with Strait & Sound since 2020. Strait & Sound serves individual and high-net-worth clients by providing discretionary and non-discretionary wealth management, financial planning, and investment consulting. The firm employs a mosaic research approach that integrates secular analysis, valuation metrics, behavioral and technical indicators to create tailored investment policy statements and diversified portfolios focused on capital preservation.

Reed Mccue is a financial advisor at Chequers Financial Management LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Chequers Financial Management since 2016. Chequers Financial Management LLC provides tailored advisory services to ultra-high-net-worth individuals, complex multi-generational families, and their associated entities. The firm offers Personal CFO and Multi-Family Office services, combining customized financial planning with discretionary investment management focused on passive asset-class funds, disciplined rebalancing, and alternative investments for qualified clients.