David Steele is a financial advisor with One Wealth Advisors, LLC in San Francisco, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with One Wealth Advisors since 2015. Outside of his advisory role, he is a part owner and advisor in several restaurant ventures, serving in advisory board roles and managing partnerships with limited time commitments. He also participates as a board member of a nonprofit organization. One Wealth Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides comprehensive investment management, financial planning, and retirement-plan advisory services with a long-term, holistic approach that incorporates diversified portfolios and third-party managers.

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.

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.

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.

Ashley Rodabaugh is a financial advisor at Frec with nine years of industry experience. She holds a Series 66 designation and has worked at various firms including M1 Finance LLC and Nationwide Fund Distributors. Outside of her advisory role, she owns How Are You Still Single, LLC, a non-investment related business. Frec Advisers is an SEC-registered investment adviser that provides automated, software-based portfolio management through its web and mobile platform to retail and entity brokerage clients. The firm’s model-driven investment approach includes direct indexing, tax-loss harvesting, and customizable portfolio strategies, requiring clients to maintain a margin brokerage account with Frec Securities.

Aubrey Klearman is a CFP® professional currently with Yeske Buie Inc. in San Francisco, CA, where they have worked since 2023. Prior to joining Yeske Buie, Aubrey held positions at Mercer Advisors, RMB Capital, and Salt and gained experience during their time at the University of Colorado Boulder. Yeske Buie Inc. provides integrated wealth management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a process based on a formal discovery and Investment Policy Statement, implementing portfolios primarily with ETFs and mutual funds guided by Modern Portfolio Theory and ongoing manager due diligence.

David Gillimore is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Lifetime Marketing and Planning, Inc, AEFS, Bennion Deville Homes, Keller Williams Realty, and Emerson Equity LLC. He is also engaged as an insurance agent with Lifetime Marketing and Planning, Inc. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed and advisor-developed investment strategies and integrates quantitative and fundamental analysis to build diversified portfolios, including private market investments.

Albert Gutierrez is a CFA® charterholder with 11 years of industry experience. He has been with Atlas Capital Advisors Inc. since 2010. The firm operates as a team of five advisors based in San Francisco, CA. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and corporate clients. The firm employs evidence-driven, total-portfolio asset allocation and utilizes a variety of instruments including equities, fixed income, ETFs, derivatives, and private alternative investments.

Nicole Tanenbaum is a financial advisor at Chequers Financial Management LLC in San Francisco, holding a Series 65 designation with eight years of industry experience. She has worked at Chequers since 2017 and previously at Robertson Stephens Advisors, LLC from 2015 to 2017. Chequers Financial Management provides wealth management and financial planning services primarily to ultra-high-net-worth individuals, multi-generational families, and their related entities. The firm emphasizes a combination of strategic and tactical asset allocation using low-cost, passively managed funds, incorporating comprehensive planning that includes estate, tax, and alternative investment strategies.

Jason Romero is a financial advisor at Asset Dedication, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Asset Dedication since 2018, following prior roles at Royal Alliance and Genovese Burford & Brothers. Outside of his advisory work, he is involved in a nonprofit remote control car social club, which he founded and owns. 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 an Asset Dedication strategy that aligns equity allocations with investment-grade fixed-income securities to meet clients’ cash-flow needs, supporting a large client base through standardized sub-advisory arrangements and institutional custodial platforms.

Michael Hullen is a CFP® and PFS™ credentialed advisor at Liberty Wealth Management, LLC with 32 years of industry experience. He has been with Liberty Wealth Management since 2018 and also owns and operates Hullen Accountancy LLP, a CPA firm specializing in tax planning and preparation. He has held roles at AE Financial Services, LLC and Granite Bay Asset Management among others. Liberty Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and corporations. The firm employs a combination of centrally developed models and advisor-driven strategies, utilizing quantitative and fundamental analysis to build diversified portfolios and integrates third-party managers while providing comprehensive financial planning and educational services.