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.

Brian Ferrin is a financial advisor with MA Private Wealth, LLC in San Carlos, CA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with MA Private Wealth since 2018 and previously retired from 2003 to 2018. MA Private Wealth, LLC manages approximately $584 million for about 350 clients, offering discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm serves individuals, families, trusts, and select entities, employing a tailored, long-term investment approach based on detailed client profiling and fundamental analysis.

Mallory Davis is a CFP® professional with three years of industry experience, currently serving at MA Private Wealth, LLC since 2021. Prior to this, she worked at Silicon Valley Community Foundation and Albion Financial Group. MA Private Wealth is a five-advisor team managing approximately $686 million for individuals, families, trusts, estates, private foundations, and qualified retirement plans. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and retirement-plan advisory services, with an investment approach focused on fundamental analysis and portfolio customization based on clients’ risk tolerance, liquidity needs, and tax considerations.

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.

Arti Srivastava is a financial advisor at Unique Wealth Strategies with a Series 66 designation and four years of industry experience. Prior to joining Unique Wealth Strategies, Arti worked at J.P. Morgan Securities and JP Morgan Chase Bank N.A. from 2019 to 2023, and held roles at Bank of America and Allstate agencies earlier in their career. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm’s investment approach combines fundamental, technical, quantitative, and modern portfolio theory strategies and includes the use of derivatives and leverage within managed portfolios and its proprietary wrap-fee program.

Joseph Wells is a CFP® and CFA® with 21 years of industry experience, currently serving as an advisor at Selby Wealth Management. He has worked with John W. Brooker & Co., CPAs, and operates a sole proprietorship focused on music writing and licensing for TV and film, for which he receives residual payments. Selby Wealth Management advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, managing approximately $545 million on a discretionary basis. The firm provides portfolio management along with financial planning and consulting services, emphasizing customized, long-term investment strategies aligned with clients’ goals and risk tolerance.

Nicole Holloway is a CFP® with 10 years of industry experience, currently serving as an advisor at Natural Investments since 2020. She has worked at Strategy Squad since 2016 and was previously employed by Qualified Planning and Carrie Productions, Inc., where she continues to consult part-time on social media and website maintenance for the entertainment and media business. Natural Investments is a values-focused firm that provides financial planning and portfolio management for individuals, including high-net-worth households, institutions, and charitable entities. The firm emphasizes asset-class diversification and a long-term approach using socially responsible investments, operating under a unique structure as a public-benefit LLC owned by a perpetual purpose trust.

Stephen Nguyen is a financial advisor at Twin Peaks Wealth Advisors with four years of industry experience. He holds a Series 66 designation and has prior work experience at Intuit Inc., Adobe Inc., and LPL Financial. 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 through ETFs and institutional mutual funds, utilizing discretionary separately managed accounts with tactical overlays and ongoing rebalancing.

Jane Swan is a CFA® charterholder with 11 years of industry experience. She has worked at Veris Wealth Partners, LLC since 2015. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, offering investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented strategies, integrating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.

Nathan Brickley is a financial advisor at Brickley Wealth Management in San Mateo, CA, with 11 years of industry experience. He holds a Series 66 designation and has worked at Brickley & Company CPA Inc. and LPL Financial, LLC. Brickley is also involved with Brickley & Company CPA Inc., which provides tax preparation and accounting services. Brickley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm employs a long-term, diversified investment approach incorporating modern portfolio theory, active and passive funds, ESG screening, and manager due diligence.

Paul Touchstone is a CFA® with 20 years of industry experience, currently serving as a partner at Fort Point Capital Partners LLC in San Francisco. His career includes roles at Gordian Investments, Stratifi, Stifel, Stone & Youngberg, and Schroeder Capital Management. 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 fund vehicles across private credit, equity, and real estate. The firm’s investment approach emphasizes risk management, global diversification, active risk control, and tax-aware strategies.