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.

Matthew Gatt is a CFP® at North Berkeley Wealth Management, LLC in Berkeley, CA, with 10 years of industry experience. He has been with North Berkeley Investment Partners, LLC since 2016. North Berkeley Wealth Management provides comprehensive financial planning and investment management services to individuals, families, business owners, retirees, and various entities. The firm emphasizes customized asset allocation with a mix of passive and active strategies, offering specialized ESG options and serving approximately 400 clients with $829.7 million in assets under management.

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.

Wing Yin Kong is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with Willow Grove Advisors, LLC, where she has worked since 2021. Prior to that, she was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America from 2015 to 2020. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for around 187 client relationships, primarily individual and high-net-worth investors. The firm offers customized portfolio management using a combination of technical and economic analysis, strategic asset allocation, and both long- and short-term trading strategies, and it integrates private and public holdings for suitable clients.

Ryan Fujioka is a CFA® charterholder and holds a Series 66 license. He has two years of industry experience, currently serving at Fire Capital Management, LLC since 2024. His prior roles include a year at Equitable Advisors and three years at Costco Wholesale. Fire Capital Management provides private wealth management and multi-family office services to high-net-worth and ultra-high-net-worth individuals, families, and select institutional and charitable clients. The firm emphasizes customized portfolios with integrated ESG factors and manages client relationships primarily on a discretionary basis.

Philip Rontell is a financial advisor at Liberty Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Lifetime Planning and Marketing, Inc., Keller Williams Realty East Bay, and American Income Life. Outside of advising, he is a referral-only licensed real estate agent with The Agency of Alamo, CA. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, ERISA retirement plan services, and access to third-party manager programs. The firm combines centralized models with advisor-developed strategies and offers access to private market investments alongside affiliated legal, tax, and real estate entities.

Todd Sixt is a financial advisor at Strait & Sound with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Mutual Advisors, Alpha Cubed Investments, TD Ameritrade, Charles Schwab, The Caprock Group, and Fidelity. He has been with Strait & Sound since 2020 as part of a seven-advisor team based in San Francisco. Strait & Sound is a registered investment adviser serving individual, high-net-worth, and business clients through discretionary wealth management, financial planning, and investment consulting. The firm employs a mosaic investment approach that combines valuation metrics, behavioral and technical analysis, and portfolio construction, emphasizing diversification and capital preservation.

Jeffrey Petersen is a financial advisor with Willow Grove Advisors, LLC in Berkeley, CA, holding Series 65 and Series 66 licenses and possessing 17 years of industry experience. He has been with Willow Grove Advisors since 2010. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for around 187 client relationships, primarily individual and high-net-worth investors. The firm offers customized portfolio management using a combination of technical and economic analysis, strategic asset allocation, and both long- and short-term trading strategies, and it provides detailed reporting and private placement due diligence for suitable clients.

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.

Mark Shumway is affiliated with Brio Financial Group in San Francisco, CA. He has seven years of experience in real estate, having worked at Core7 Real Estate since 2019 and Zephyr Real Estate from 2011 to 2019. Brio Financial Group serves individuals, trusts, retirement plans, and business entities, offering asset management, financial planning, consulting, and referrals to third-party money managers. The firm provides discretionary portfolio management through a wrap fee program and offers a broad range of consulting services including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

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.

Douglas Hutchinson is a CFA® charterholder with nine years of industry experience. He is currently with Assembly Wealth in Mill Valley, CA, and has been associated with WrapManager, Inc. since 2014. Assembly Wealth provides discretionary portfolio management and standalone financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and other business entities. The firm emphasizes personalized investment policies and asset allocation tailored to each client’s objectives, time horizon, and risk tolerance.

Jonathan Manzo Cardenas is a financial advisor with Affinity Capital Advisors LLC in Berkeley, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Affinity since 2018 and previously worked at Pacific Private Wealth Management, LLC from 2012 to 2018. Outside of advisory work, he is involved in managing real estate investment companies. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities with comprehensive portfolio management and financial planning. The firm combines fundamental, technical, and charting analysis to construct portfolios and offers a broader range of services including alternatives investing and direct real estate investment opportunities.

Laura Kohler is an advisor at Willow Grove Advisors, LLC with a Series 65 designation. She has recent experience working with Willow Grove Advisors and Ride Oakland, along with roles at Family Support Services and SoulCycle, LLC. Prior to her current roles, she spent five years at KPMG, LLP. Willow Grove Advisors is a fee-only SEC-registered investment adviser serving individual and high-net-worth clients, typically with account minimums of $500,000. The firm provides discretionary portfolio management with an investment approach that combines strategic asset allocation, technical and economic analysis, and uses a mix of ETFs, mutual funds, and private placements.

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.

Joseph Helmer is a financial advisor at Caldwell Sutter Capital, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Caldwell Sutter Capital since 2008. Helmer serves as a director on the board of Crazy Woman Creek Bancorp, the bank holding company of Buffalo Federal Bank, where he participates on the audit committee. Caldwell Sutter Capital primarily serves high-net-worth individuals, their families, and related entities, as well as corporate and municipal clients. The firm employs a bottom-up, fundamental value investment approach with a long-term, buy-and-hold orientation, managing approximately $606 million across customized portfolio strategies.