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 bringing 27 years of industry experience. He has worked at Liberty Wealth Management since 2018, previously at AE Financial Services and Liberty Group, LLC. He is also the owner of Moore Financial Advice, an investment-related financial firm based in San Francisco. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm uses a blend of centrally developed models and advisor-developed strategies, employing quantitative and fundamental analysis to construct diversified portfolios while integrating third-party managers and coordinating with outside professionals.

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.

Daniel Ross is a CFP® with 27 years of experience in financial advising. He is a member of Liberty Wealth Management, LLC, where he has worked since 2018. Prior to this, he held positions at AE Financial Services, Granite Bay Asset Management, and other firms. Ross is also president of Dan Ross CPA APC, a CPA firm providing tax advice and accounting services to individuals and businesses. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed models and adviser-developed strategies, utilizing quantitative and fundamental analysis to construct diversified portfolios, and integrates third-party managers while offering ongoing client education programs.

Margaret Callahan is a CFP® professional at Brio Financial Group with one year of industry experience. Her prior roles include positions at Focus Partners Wealth, RTD Financial, MOR Wealth Management, and MetLife Investment Management. Outside of financial advising, she worked at the Resnick Academic Support Center from 2020 to 2023. 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 provides a broad range of consulting services, including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

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 at Tactivest, LLC with three years of industry experience. He is also a 75% shareholder and practicing attorney at Wayne R. Johnson & Associates, PLC, a law firm specializing in wealth and estate planning, tax planning and controversy, family business, and corporate law. 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 uses both discretionary strategies and third-party resources to manage approximately $128.5 million across 168 client accounts.

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 two years of industry experience, currently serving at MA Private Wealth, LLC. Her prior roles include positions at Silicon Valley Community Foundation and Albion Financial Group. MA Private Wealth, LLC manages approximately $584 million for around 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 fundamental analysis and detailed client profiling.

Claire Hollander is a financial advisor at Liberty Wealth Management, LLC with four years of industry experience. She holds a Series 65 credential and has worked at Liberty Wealth Management since 2020. Prior to her advisory role, she held positions in legal and governmental organizations, including the Office of the Oakland Mayor and several law offices. Outside of her advisory work, she hosts The Clear Cut Podcast, an investment-related and lifestyle show. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed and advisor-developed investment strategies, uses both quantitative and fundamental analysis, and offers services such as financial planning, third-party manager referrals, and educational seminars.

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.

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® charterholder with 19 years of industry experience. He is a partner at Fort Point Capital Partners LLC in San Francisco, where he has worked since 2012. His prior experience includes roles at Stratifi, LLC and Gordian Investments, LLC. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services for individually managed accounts. The firm employs a risk-focused investment approach emphasizing global diversification, active risk management, and tax-efficient strategies, including systematic tax-loss harvesting with ETFs.