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.

Elliot Kallen is a financial advisor with Prosperity Financial Group, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Prosperity Financial Group since 2000 and also has ongoing roles with Prosperity Wealth Management, Inc. and Fortune Financial Services. He serves as president of Prosperity Financial Group, where he is involved in retirement planning, benefits administration, and asset management. Prosperity Financial Group serves individuals, including high-net-worth clients, trusts, estates, and business entities, providing asset management, financial planning, and consulting services. The firm manages approximately $503 million in discretionary assets across a diverse range of investment options and employs a team-based approach with sub-advisory relationships and third-party manager oversight.

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.

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.

Ryan Fujioka is a financial advisor at Fire Capital Management, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Costco Wholesale. Fire Capital Management serves high-net-worth and ultra-high-net-worth individuals and families, as well as select institutional and charitable clients, offering private wealth management, multi-family office services, financial planning, and an Outsourced Chief Investment Officer program. The firm emphasizes customized portfolio construction and integrates Environmental, Social, and Governance factors into its fundamental research.

Philip Rontell is a Series 65-licensed advisor with Liberty Wealth Management, LLC, based in Oakland, CA, and has one year of industry experience. He has worked at Liberty Wealth Management since 2019 and is also a referral-only licensed real estate agent with The Agency of Alamo, CA. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, offering a range of strategies that combine centrally developed models with advisor-created approaches. The firm serves high-net-worth clients and emphasizes diversification across traditional and private-market investments, integrating third-party managers and affiliated professional businesses.

Anthony Jurado is a CFP® with 26 years of industry experience, currently serving at Lodestar Private Asset Management LLC since 2016. Prior to Lodestar, he spent ten years with LPL Financial. Lodestar Private Asset Management provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans. The firm employs a tactical asset allocation strategy using both passive and active investments, emphasizing tax considerations in taxable accounts, and manages approximately $1.34 billion in assets across five advisors.

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.

Nicholas Cochran is a financial advisor with American Investors Company, holding a Series 63 designation and 45 years of industry experience. He has been with American Investors Company since 1992 and has also provided expert witness services in arbitration matters since 2006. American Investors Company offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, combining broker-dealer capabilities with SEC-registered advisory services.

Jason Cohen is a financial advisor with Moment Partners, LLC in San Francisco, holding CFP® and Series 66 credentials and 14 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2010 to 2024. Cohen serves as a finance committee member for the Horizons Foundation, providing budget analysis and oversight. Moment Partners provides investment management and financial advisory services to individuals, high-net-worth clients, families, trusts, foundations, corporations, and plan sponsors. The firm employs a risk-adjusted, tax-efficient approach combining active and passive strategies, and offers discretionary portfolio management, comprehensive financial planning, and consulting for retirement plans.

Madeline Williams is a CFP® and holds a Series 65 license with seven years of industry experience. She has been with Maloon, Powers, Pitre & Higgins, LLC since 2017. Williams is based in San Ramon, CA, and is part of the California Financial Advisors team. California Financial Advisors is an SEC-registered firm managing over $2 billion in client assets. The firm provides portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses, applying a comprehensive investment approach that includes asset allocation, mutual fund and ETF analysis, and third-party manager due diligence tailored to client objectives.

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.

Saadia Ahmed is a CFP® professional with 21 years of industry experience. She has worked at Kaizen Financial Strategies, LLC since 2018 and previously spent 12 years with Waddell & Reed, Inc. Ahmed is president of the Ahmadiyya Muslim Community Silicon Valley Lajna, a faith-based community group. Kaizen Financial Strategies serves individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations, providing financial planning, retirement plan consulting, and asset management. The firm employs a multi-strategy investment approach including advanced options and margin strategies and operates a wrap-fee program tailored to client accounts.

Jason Mccoy is a CFA® charterholder with 14 years of industry experience. He is currently with Lodestar Private Asset Management LLC, where he has worked since 2019. His prior experience includes roles at First Republic Securities Company, LLC; First Republic Investment Management, Inc.; CETERA Advisor Networks LLC; and Sageview Advisory Group. Lodestar Private Asset Management serves individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans. The firm employs a tactical asset allocation strategy using a blend of passive and active investments, focusing on long-term holdings with periodic adjustments based on market conditions, and operates as a fee-only fiduciary.

Bryan Wilson is a financial advisor with Catalyst Private Wealth, LLC in San Mateo, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He co-founded Catalyst Private Wealth and serves as a partner, working directly with clients and assisting with day-to-day firm management. He is also a registered representative of Emerson Equity LLC. Catalyst Private Wealth is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and institutions. The firm offers discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection, using both active and passive strategies to tailor diversified portfolios 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.

Emmett Peck Jr. is a CFP® professional with 28 years of industry experience, currently serving with Prosperity Financial Group, Inc. in San Ramon, CA. He has worked at both Prosperity Financial Group and Fortune Financial Services since 2016. Outside of his financial advisory role, Peck is involved with the National Ski Patrol, providing customer service and supporting on-mountain safety and emergency care. Prosperity Financial Group serves individuals, high-net-worth clients, trusts, estates, and business entities by offering asset management, financial planning, and consulting services. The firm manages approximately $503 million in discretionary assets through a team of seven advisors and provides tailored portfolios that may include a range of securities, supported by both in-house management and third-party money managers.

Peter Ling is a Series 65-licensed financial advisor with Morling Financial Advisors, LLC, where he has worked for 27 years. He is also the principal and president of Morling & Company, an accounting and financial services firm he founded in 1985. Additionally, Ling holds leadership roles in several other businesses, including Systems Integration Solutions and Commerce Solutions Inc., both in the IT sector. Morling Financial Advisors serves a diverse client base including individuals, families, trusts, businesses, and nonprofit organizations. The firm provides discretionary investment management, financial planning, and pension consulting, using a client-specific strategic asset allocation that combines index-based public equity and fixed income, mutual funds, ETFs, and alternative investments.

Matthew Blind is a financial advisor at Inflection Capital Management, LLC with 10 years of industry experience. He holds the CFA® designation and the Series 63 license. His prior roles include positions at Fidelity Investments, Tortoise Securities, and Bramalea Partners, where he remains a member of the advisory board. He is also CEO of The Oglethorpe Collective, LLC, a formal affiliate of Inflection Capital Management. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients by providing comprehensive financial planning and portfolio management. The firm uses an IPS-driven, manager-of-managers approach with a range of investment tools and incorporates AI-supported operational processes.