Jason Cohen is a CFP® with 14 years of industry experience. He is currently with Moment Partners, LLC, where he has worked since 2024, and previously spent eight years at Wells Fargo Clearing. Cohen serves on the finance committee of the Horizons Foundation, contributing to budget review and analysis. Moment Partners serves individual and institutional clients by providing investment and wealth management, financial planning, and fiduciary services. The firm emphasizes risk-adjusted, tax-efficient asset allocations using a mix of active and passive strategies and manages over $1.18 billion in assets with a team of four advisors.

Erin Hadley is a CFP® with 14 years of industry experience. She has worked at Occidental Asset Management, LLC since 2015 and previously spent four years with Personal Financial Consultants Securities Corporation. Occidental Asset Management, LLC serves high-net-worth individuals and institutional clients, managing approximately $1.4 billion across roughly 945 accounts. The firm employs a discretionary approach using fundamental, technical, and cyclical analysis, and offers wealth management, portfolio management, and financial planning services through a 12-advisor team spread across six offices.

Bryan Wilson is a financial advisor with Catalyst Private Wealth, LLC in San Mateo, CA, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Emerson Equity LLC since 2019 and has been with Catalyst Private Wealth since 2018, where he is a partner and co-founder involved in both client advisory and firm management. Catalyst Private Wealth is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and institutions with investment management, financial planning, and consulting services. The firm employs both active and passive investment approaches, using multiple methods of analysis to build diversified portfolios tailored to client goals and risk tolerances.

Sultan Beardsley is a financial advisor at Twin Peaks Wealth Advisors with a Series 65 credential and three years of industry experience. His prior roles include positions at LPL Financial and Swing Education. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, high-net-worth families, trusts, retirement plans, and other entities. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, offering discretionary portfolio management and integrated financial planning through separately managed accounts and specialized sub-advisory strategies.

Jonathan Steele is a CFA® charterholder with 27 years of industry experience. He has been with One Wealth Advisors, LLC since 2015, working as part of an 11-advisor team in San Francisco, CA. One Wealth Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans with comprehensive wealth management, financial planning, and portfolio management services. The firm employs a primarily long-term investment approach complemented by tactical adjustments and utilizes diversified portfolios including mutual funds, ETFs, bonds, independent managers, and alternatives.

Matthew Blind is a CFA® charterholder with 10 years of industry experience. He is currently with Inflection Capital Management, LLC and previously worked at Fidelity Investments, Tortoise Securities, LLC, and Bramalea Partners, LLC. Blind is also involved with The Oglethorpe Collective, LLC, where he serves as CEO. Inflection Capital Management serves high-net-worth individuals, family offices, trusts, endowments, businesses, and private funds, focusing on discretionary and non-discretionary portfolio management and financial planning. The firm employs written investment policy statements to guide portfolio construction and integrates third-party managers, private investments, and derivatives, while using AI for operational tasks alongside human review.

Rodney La Fleur is a Series 65 licensed advisor at Chequers Financial Management LLC with two years of industry experience. Prior to joining Chequers in 2023, he worked in education roles including positions at the West Contra Costa Unified School District and Teach For America. Chequers Financial Management LLC serves ultra-high-net-worth individuals, multi-generational families, and their related entities through tailored advisory services, combining customized financial planning with discretionary investment management that emphasizes passive asset-class funds and alternative investments for qualified clients.

John Lee is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Vantage Wealth Management, LLC since 2015. He previously worked at LPL Financial, LLC, beginning in the same year. Outside of his advisory role, Lee is a board member of The Schultz Celebrity Golf Classic, an annual fundraising event supporting Sonoma County children's charities. Vantage Wealth Management is a multi-advisor SEC-registered firm managing over $1.1 billion in assets, providing financial planning and portfolio management to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and small businesses. The firm uses a customized asset-allocation approach with mutual funds and ETFs, employing both strategic and tactical allocation supported by multiple third-party platforms.

Michael Firestone is a CFA® charterholder with seven years of industry experience. He has worked at Fire Capital Management, LLC since 2018 and previously at Fiduciary Trust International from 2010 to 2018. He is also the owner and managing member of Firestone Ventures, LLC. Fire Capital Management serves high-net-worth and ultra-high-net-worth individuals, families, institutional, and charitable clients with services including private wealth management, multi-family office support, and an Outsourced Chief Investment Officer program. The firm integrates ESG factors into fundamental research and manages customized, security-level portfolios through a boutique team overseeing more than $600 million in assets.

Robin Brinckerhoff is a CFP® with 15 years of industry experience, currently serving as a managing director at Fort Point Capital Partners LLC. His career includes roles at Gordian Investments, Wells Fargo Clearing, Wells Fargo Bank, and North Capital. 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 managing private pooled funds across various asset classes. The firm focuses on risk management through global diversification, active oversight, tax-aware strategies, and may utilize derivatives and third-party managers.

Marian Wellman is a financial advisor with International Asset Management in San Mateo, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Individual Asset Management, Inc. since 2006. Outside of advising, she operates a tax preparation business focused on U.S. tax services for clients in Mexico. International Asset Management serves individual and high-net-worth clients, particularly U.S. expatriates and non-U.S. residents with U.S. investment accounts. The firm offers discretionary portfolio management, wealth planning, and financial consulting with a global investment approach that includes attention to currency hedging and cross-border tax considerations.

Calvin Lee is a CFP® professional at Penserra Wealth Management with 17 years of industry experience. He has worked at several firms, including GAMMA Investing LLC, Shum Financial Group, Inc., and Ryedale, before joining Penserra in 2026. Penserra Wealth Management is an SEC-registered investment adviser that offers portfolio management, financial planning, pension consulting, concierge administrative services, and sub-advisory solutions. The firm uses a multi-disciplinary approach combining fundamental, technical, cyclical, and economic analysis to implement a variety of investment strategies.

Edward Kearney is a ChFC® with 19 years of industry experience. He has been with Chequers Financial Management LLC in San Francisco since 2016. Chequers Financial Management LLC provides bespoke advisory services to ultra‑high‑net‑worth individuals, multi‑generational families, and their associated entities. The firm offers customized financial planning combined with discretionary investment management, focusing on passive asset-class funds and alternative investments for qualified clients.

Daniel Beatty is a financial advisor at Selby Wealth Management with 19 years of industry experience. He has been with Selby Wealth Management since 2024 and also maintains a long-standing role at JOHN W. BOOKER & CO., CPAs, PC, where he has worked since 1983. Selby Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio construction, offering discretionary investment management and fiduciary retirement plan services.

Vivian Fox is a Series 65 licensed advisor with SAS Financial Advisors, LLC., based in San Francisco, CA. She joined SAS Financial Advisors in 2025 and has prior experience at Section 32, LLC., Light Street Capital Management, Collective Health, and KPMG. SAS Financial Advisors is a fee-only advisory team managing approximately $150 million for nearly 200 clients, primarily individual and high-net-worth households as well as certain pensions and profit-sharing plans. The firm focuses on portfolio construction using passively managed index securities and fixed income, combining fundamental and technical analysis with long- and short-term strategies, and provides comprehensive financial planning services.

Winston Gaffron is a financial advisor at Delta Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Delta since 2020. Prior to joining Delta, he spent two years as a world traveler and four years at US Endoscopy. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, and also serves as a subadvisor to other advisory firms.

Michael Russo is a financial advisor at Argos Wealth Advisors LLC in San Francisco, holding Series 63 and Series 65 designations with 19 years of industry experience. He has been with Argos Wealth Advisors since 2007. Argos Wealth Advisors provides investment management and financial planning services to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, using a risk-based, strategic asset allocation approach with ongoing portfolio monitoring and oversight of third-party money managers.

Melanie Pelayo is a CFP® professional with 15 years of industry experience. She worked at Financial Perspectives from 2004 to 2019 before joining Mission Creek Capital Partners, Inc., where she is part of an eight-advisor team based in San Francisco, CA. Mission Creek Capital Partners serves institutional and private clients, including pension plans, endowments, foundations, and executives. The firm employs a core-and-satellite investment approach with fundamental bottom-up analysis and a top-down economic overlay, offering a range of services such as discretionary portfolio management, wealth planning, and specialized private equity distribution and post-venture management.

Krishna Gaglani is a financial advisor at Twin Peaks Wealth Advisors with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Twin Peaks Wealth Advisors, he worked at Mullin Barens Sanford and has held positions at several other wealth management firms. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, high-net-worth families, trusts, retirement plans, and other entities. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, offering discretionary portfolio management and specialized strategies through separately managed accounts.

Trevor Simon is a financial advisor at Arca Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Granite Bay Wealth Management. Prior to entering the financial industry, he was a full-time student for 18 years. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to develop customized asset allocations and utilizes a diverse range of investment tools including mutual funds, ETFs, individual equities, fixed income, and alternative strategies.