Ashley Rodabaugh is a financial advisor with Frec, holding a Series 66 license and nine years of industry experience. Prior to joining Frec, she worked at M1 Finance LLC and Nationwide Fund Distributors. Outside of her advisory role, she owns How Are You Still Single, LLC. Frec Advisers provides automated, software-based investment advisory services to retail and entity clients through its web and mobile platform. The firm emphasizes index replication with client personalization, systematic tax-aware trading, and factor-tilted long-short strategies, delivering its services primarily via automated software rather than traditional advisor-led interactions.

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™ with 32 years of industry experience. He is currently with Liberty Wealth Management, LLC and has held roles at Integrated Advisors Wealth Management and AE Financial Services, LLC. Outside of advisory work, he is a CPA and owner of Hullen Accountancy LLP, a tax planning and preparation firm. Liberty Wealth Management, LLC serves individuals, trusts, estates, retirement plans, corporations, and other entities by providing investment management, financial planning, retirement plan services, and educational seminars. The firm employs both centralized and adviser-developed strategies, uses quantitative and fundamental analysis, and integrates third-party managers to construct diversified portfolios that include alternative investments.

Aaron Szager is a CFP® with 24 years of industry experience and is currently affiliated with Osborne Partners in San Francisco, CA. His prior roles include positions at Golub Group, LLC and BlueSky Wealth Advisors, LLC. He holds Series 63 and Series 65 registrations. Osborne Partners Capital Management provides discretionary and non-discretionary investment management and integrated financial planning to a range of clients, including individuals, families, trusts, foundations, and corporations. The firm emphasizes actively managed, globally diversified multi-asset portfolios constructed using quantitative screening, fundamental research, and third-party data, and is notable for operating an affiliated private pooled investment vehicle and offering performance-based fee arrangements.

Paul Resnick is a financial advisor at Osborne Partners with 36 years of industry experience. He has been with Osborne Partners Capital Management, LLC since 2013. Outside of his advisory role, he serves as board chair of the Foundation for a College Education and holds advisory positions with the Palo Alto Medical Foundation/Sutter Health and the Mgrublian Center for Human Rights at Claremont McKenna College. He is also involved with the Legal Aid Society of San Mateo County as a board member and committee participant. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities, offering personalized, actively managed portfolios and integrated financial planning. The firm employs global allocation strategies across various asset classes and serves as a sub-adviser to other investment advisers, including operating an affiliated private pooled investment vehicle.

Edwin Barretto is a financial advisor at Delta Investment Management, LLC with 37 years of industry experience. He has been with Delta since 2019 and previously worked at Stifel Nicolaus & Co Inc and Btig, LLC. He holds a Series 63 designation. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, as well as serving as a subadvisor to other advisory firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and access to alternative investments, integrating financial planning into its asset management services.

Wyatt McGovern is a financial advisor at Lavelle Capital with a Series 65 designation and one year of industry experience. Prior to joining Lavelle Capital, he held roles at Tishman Capital Partners and Columbia University. Lavelle Capital serves entrepreneurial families and their related entities, providing discretionary investment management that combines public-market allocations with selectively sourced private investments. The firm specializes in sourcing and managing private opportunities, structuring investment vehicles, and coordinating with clients’ legal and tax advisors.

Timothy Anderson is a financial advisor at Delta Investment Management, LLC with 38 years of industry experience. He has held positions at Delta since 2019 and previously worked at Stifel Nicolaus & Co Inc from 2015 to 2019. Anderson holds the Series 63 designation. Delta Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple strategies, including ETF-based tactical approaches and concentrated equity mandates.

Gerald Antonio is a financial advisor at Brio Financial Group in San Francisco, holding Series 65 and Series 66 licenses with 13 years of industry experience. He previously worked at Merrill Lynch for 11 years and The Northern Trust Co. for five years. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and consulting services. The firm offers asset management exclusively through a wrap fee program and delivers a broad range of consulting services, including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

Ralph Drybrough III is a financial advisor with Fort Point Capital Partners LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at several firms including Merrill, Presidio Capital Advisors LLC, Gordian Investments LLC, and Stratifi LLC. Outside of his advisory role, he serves on the board of NAX Group, a company combining corporate and digital assets, where he assists the CEO with strategic initiatives. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm offers discretionary separately managed accounts and manages private pooled vehicles with a focus on risk management, global diversification, and tax-aware strategies.

Joshua Patchik is a financial advisor at Frec with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including M1 Finance and tastytrade, as well as in roles outside finance such as at Flat Top Grill. Frec Advisers provides automated investment advisory services through its web and mobile platform, serving retail and entity clients who open brokerage accounts with its affiliate, Frec Securities. The firm’s approach centers on discretionary portfolio management using direct indexing, tax-loss harvesting, option hedging, and factor-tilted long-short strategies, delivered primarily through automated software rather than traditional advisor-led interactions.

Shuka Rassouli is a financial advisor at Tactivest, LLC with three years of industry experience. She is also a 25% shareholder and practicing attorney at Wayne R. Johnson & Associates, PLC. Tactivest provides portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a multi-method investment approach and offers discretionary management, utilizing technology platforms and third-party advisers to support client portfolios.

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.

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.

Adam Mc Nulty is a CFP® with 38 years of industry experience and is currently affiliated with Liberty Wealth Management, LLC. He has worked at Liberty Wealth Management since 2018 and previously at AE Financial Services, LLC. Outside of advisory work, he is the founder and president of East Bay Flag Football, a nonprofit flag football club for children. Liberty Wealth Management, LLC is an SEC-registered advisory firm that serves individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed models and advisor-developed strategies, using quantitative and fundamental analysis to construct diversified portfolios that may include mutual funds, ETFs, fixed income, real estate, and private market investments, while also integrating third-party managers and offering client education programs.