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.

Daniel Haut is a financial advisor at Osborne Partners in San Francisco, CA, holding the CFP®, CFA®, and Series 66 designations with 22 years of industry experience. He has been with Osborne Partners Capital Management since 2013. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities, providing personalized, actively managed portfolios and integrated financial planning. The firm employs a range of global allocation strategies across multiple asset classes and serves as a sub-adviser to other investment advisers, including managing an affiliated private pooled investment vehicle.

Charles Moore is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at AE Financial Services, LLC, Liberty Group, LLC, and CUNA Brokerage Services, Inc. Outside of his advisory role, he owns Moore Financial Advice, an investment-related financial firm. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, 529 college-savings plans, and ERISA retirement plan services. The firm utilizes a combination of centrally developed models and adviser-designed strategies, often incorporating third-party managers and private market investments, supported by an affiliated network of legal, tax, and alternative-asset entities.

Vivian Segura is a financial advisor at Brio Financial Group in San Francisco, CA, holding a Series 65 designation. She has been with Brio Financial Group since 2022 and previously worked at Financial Partners Credit Union and the Youth Policy Institute. Brio Financial Group serves individuals, trusts, retirement plans, and business entities, offering asset management through a wrap fee program as well as financial and retirement plan consulting. The firm provides discretionary portfolio management using a combination of direct management and sub-advisers, with a consulting scope that includes estate and tax planning, mortgage and debt analysis, and corporate structure services.

Jack Mcroskey is a financial advisor at Jackson Square Capital, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Third Avenue Management and Consumers Alliance Processing Corporation prior to joining Jackson Square Capital in 2022. Jackson Square Capital provides discretionary and non-discretionary wealth management, investment advisory services, and financial planning to individuals, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $489 million in client assets and tailors portfolios using fundamental and technical analysis across a range of investment vehicles, including equities, fixed income, alternatives, and options strategies.

Margaret Callahan is a CFP® professional at Brio Financial Group with one year of industry experience. She has previously worked at Focus Partners Wealth, RTD Financial, MOR Wealth Management, and MetLife Investment Management. Prior to her financial advising career, she was employed at the Resnick Academic Support Center for three years. Brio Financial Group serves individuals, trusts, employer retirement plans, and business entities, managing approximately $1.06 billion in discretionary assets for around 800 clients. The firm offers discretionary asset management, standalone financial planning, and retirement plan consulting, utilizing a multi-advisor team and a diversified investment approach that includes fundamental and technical analysis as well as third-party manager due diligence.

Elizabeth Prindle is a CFP® professional at SAS Financial Advisors, LLC, with nine years of industry experience. She has been with SAS Financial Advisors since 2014. SAS Financial Advisors is a fee-only, SEC-registered adviser serving individuals, high-net-worth clients, and certain pension and profit-sharing plans. The firm focuses on portfolio management and comprehensive financial planning, primarily using passively managed index securities tailored to client-specific objectives and needs.

Diana Freeburg is a CFP® professional with five years of experience in financial advising. She is currently with Equita Financial Network, Inc. and has previously worked with firms including Northstar and Nayya. Outside of her advisory roles, she has been involved with the SF LGBT Community Center. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, investment management, and ongoing consulting. The firm emphasizes market efficiency and strategic asset allocation, employing a network model that supports advisers through paraplanning and community programs.

Wayne Johnson is a financial advisor with Tactivest, LLC in San Francisco, CA, holding four years of industry experience. He is also a 75% shareholder and attorney at Wayne R. Johnson & Associates, PLC, a law firm specializing in wealth and estate planning, tax planning and controversy, family business, real estate, and corporate law. Johnson has operated his law firm since 2010 and joined Tactivest in 2022. Tactivest provides portfolio management and financial planning services primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm employs a range of investment strategies and operational features, including use of margin, options, and third-party models, without imposing an account minimum.

Robert Joseph Mendoza is a financial advisor with Brio Financial Group in San Francisco, CA. He holds a Series 66 designation and has 18 years of industry experience. His prior firms include Bailard, Inc., True Wealth Advisory Group, Cetera Advisor Networks, and Raymond James & Associates. Mendoza is also a commissioned notary public. Brio Financial Group serves individuals, high net worth households, trusts, employer retirement plans, and business entities by providing discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $1.06 billion in discretionary assets for about 800 clients using a multi-advisor team and employs a blend of fundamental, technical, and sector analysis alongside third-party manager due diligence in portfolio construction.

Claire Hollander is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 credential and four years of industry experience. Her prior work includes roles at the Regal Wine Company and the Office of the Oakland Mayor. She is also the host of The Clear Cut Podcast, an investment-related and lifestyle podcast. Liberty Wealth Management, LLC provides investment management, financial planning, 529 college-savings planning, ERISA retirement plan services, and access to third-party manager programs for individuals, trusts, estates, and institutional clients. The firm combines centrally developed models with adviser-representative strategies and offers access to private market investments and structured offerings, supported by a network of affiliated legal, tax, and alternative-asset management entities.

David Fernelius is a CFP® professional with 36 years of experience in the financial industry. He has been with Vantage Wealth Management, LLC since 2010 and also worked at LPL Financial LLC since 2014. Fernelius serves as trustee of The Fernelius 1998 Living Trust, a fiduciary role he dedicates part of his time to. Vantage Wealth Management serves individuals, trusts, retirement plans, charities, corporations, and broker-dealers, managing approximately $897 million in client assets through a team of seven advisors. The firm offers personalized financial planning and asset management, focusing on customized portfolios with diversified asset allocation using mutual funds and ETFs.