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.

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.

Michael Roy is a financial advisor with Main Street Research LLC, holding a Series 65 designation and 13 years of industry experience. His prior work includes roles at Fisher Investments, Canter Wealth, and Zacks Investment Management. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions, managing approximately $2.68 billion across over 1,000 client relationships. The firm delivers tailored investment advice through a multi-advisor team and offers discretionary management emphasizing individual securities alongside diversified strategies such as ESG models and specialized sub-advisors.

Cullen Jowitt is a financial advisor at Gordian Wealth Advisors, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Gordian Wealth Advisors in 2019, he worked at Zeta Global for five years. He is also a partner in Jowitt Consulting, a non-investment-related business. Gordian Wealth Advisors serves primarily high-net-worth individuals as well as trusts and estates, providing discretionary portfolio management, independent manager oversight, and integrated financial planning. The firm employs a blend of fundamental and quantitative analysis to implement diversified, asset-allocation-driven strategies tailored to each client’s objectives and risk tolerance.

Jason Saxon is an advisor at Private Wealth Partners, LLC, holding Series 63 and Series 65 licenses. He has worked with the firm since 2005, totaling 21 years of industry experience. Private Wealth Partners provides discretionary portfolio management and financial planning services to individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts and estates, and corporations. The firm manages approximately $1.92 billion in assets, offering diversified strategies across equities, ETFs, fixed income, structured notes, private credit, and select covered-call option programs.

Andrew Taylor is a financial advisor with The Putney Financial Group LLC in San Rafael, CA. He holds a Series 66 designation and has 12 years of industry experience. His prior work includes roles at Arete Wealth Management and Portsmouth Financial. The Putney Financial Group provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm employs a comprehensive investment process that incorporates fundamental, quantitative, qualitative, and cyclical analysis, with an emphasis on asset allocation across various securities.

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.

Corey Saft is a CFP® with 14 years of industry experience currently serving as an advisor at Sivia Capital Partners, LLC since 2017. His prior work includes roles at SF Sentry Securities, Inc. and UBS Financial Services. Saft holds the Series 66 designation and operates out of Mill Valley, California. Sivia Capital Partners, LLC provides tailored wealth management services to high-net-worth individuals and families, combining asset management, financial planning, and family office offerings. The firm employs a diverse investment approach that includes public and private assets, digital currencies, and may engage in strategies such as short-term trading and margin when suitable for clients.

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.

Stephen Chen is a Series 65-licensed financial advisor with eight years of industry experience. He is currently affiliated with Boldin Advisors and has held roles at Newretirement Advisors, LLC since 2018 and Newretirement, Inc. since 2004. Chen serves as CEO of NewRetirement, Inc., an educational website focused on retirement planning. Boldin Advisors offers financial planning and consulting services to individuals, trusts, estates, and small businesses, emphasizing a fiduciary approach with investment strategies based on Modern Portfolio Theory and low-cost indexed funds. The firm provides planning through written reports and fixed or hourly engagements without managing client assets directly.

Gregory Syler is a financial advisor at Eastsound Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms including Pacific Fortune Management and Sowell Management Services. Syler also owns Align Advisor Services, a compliance consulting business serving Registered Investment Advisers. Eastsound Capital Advisors is an SEC-registered firm offering discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation to build client portfolios.

Yukun Wang is a financial advisor at Chequers Financial Management LLC with seven years of industry experience. He has worked at Chequers since 2018 and previously was with Behring Global Educational Foundation and Aflac. Wang holds a Series 65 credential and is based in San Francisco, CA. Chequers Financial Management LLC serves ultra-high-net-worth individuals and complex multi-generational families, offering tailored advisory services including Personal CFO and Multi-Family Office service tracks. The firm combines customized financial planning with discretionary investment management, emphasizing passive asset-class funds alongside alternative investments for qualified clients.

Kyle Daniels is a financial advisor at Stonebridge Financial Group with eight years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, Daniels serves as a board member for the Autism Society San Francisco Bay Area and acts as a co-trustee for his brother’s special needs trust. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors with discretionary wealth management, financial consulting, and retirement plan advisory services. The firm combines quantitative and qualitative analysis with various investment strategies to manage portfolios across multiple asset classes.

Declan Lynch is a CFP® affiliated with Assembly Wealth in Mill Valley, CA, with two years of industry experience. Prior to his current role, he worked across various sectors including architecture and environmental technology. He also served in escort and safety services at Brandeis University for several years. Assembly Wealth is a team-based SEC-registered investment adviser managing approximately $336.7 million as of year-end 2025. The firm offers discretionary portfolio management, financial planning, and third-party manager services to a diverse client base, utilizing individualized investment policies and a combination of in-house and third-party strategies.

Edward Smith is a financial advisor at Caldwell Sutter Capital, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Caldwell Sutter Capital since 2018. Caldwell Sutter Capital primarily serves high-net-worth individuals, 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 management and financial planning strategies.

Kathryn Gilje is a financial advisor at Just Futures with a Series 65 credential and one year of industry experience. She previously worked at Juniper Roots and Ceres Trust, accumulating a decade of experience before joining Just Futures. Just Futures serves nonprofits, foundations, family offices, small- and mid-sized businesses, retirement plans, and individual investors, managing about $46.7 million in assets. The firm follows a values-aligned investment approach informed by social justice movements, integrating ESG factors and a range of public and private market solutions tailored to mission-aligned, non-high-net-worth, and institutional clients.

Scott Hampton is a CFP® with 13 years of industry experience, currently serving as an advisor at Moment Partners, LLC since 2024. He previously worked at Wells Fargo Clearing from 2016 to 2024. Hampton is a co-trustee for a family trust. Moment Partners serves individual and institutional clients, including high net worth individuals and pension plans, offering investment management, financial planning, and fiduciary services. The firm employs risk-adjusted, tax-efficient strategies combining active and passive investments, and manages over $1.18 billion in assets with a team of four advisors.

James Machinchick is a CFP® credentialed financial advisor at Inflection Capital Management, LLC in San Francisco, CA, with 16 years of industry experience. His prior roles include positions at Fidelity Investments and Lake Street Advisors. He currently serves as Chief Planning Officer at The Oglethorpe Collective, an affiliated entity of his firm. Inflection Capital Management serves high-net-worth individuals, family offices, trusts, endowments, businesses, and private funds, offering discretionary and non-discretionary portfolio management alongside integrated financial planning. The firm utilizes a documented investment policy statement to guide portfolio construction, incorporates third-party managers, and employs AI for operational tasks with human oversight.