Jake Popoff is a financial advisor at HCM Wealth with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Hutchinson Capital Management and Sanford C. Bernstein & Co., LLC. HCM Wealth is an independent, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on capital preservation and a value-oriented investment approach, managing approximately $942 million with a four-advisor team.

Aubrey Klearman is a CFP® professional currently with Yeske Buie Inc. in San Francisco, CA, where they have worked since 2023. Prior to joining Yeske Buie, Aubrey held positions at Mercer Advisors, RMB Capital, and Salt and gained experience during their time at the University of Colorado Boulder. Yeske Buie Inc. provides integrated wealth management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a process based on a formal discovery and Investment Policy Statement, implementing portfolios primarily with ETFs and mutual funds guided by Modern Portfolio Theory and ongoing manager due diligence.

David Gillimore is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Lifetime Marketing and Planning, Inc, AEFS, Bennion Deville Homes, Keller Williams Realty, and Emerson Equity LLC. He is also engaged as an insurance agent with Lifetime Marketing and Planning, Inc. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed and advisor-developed investment strategies and integrates quantitative and fundamental analysis to build diversified portfolios, including private market investments.

Albert Gutierrez is a CFA® charterholder with 11 years of industry experience. He has been with Atlas Capital Advisors Inc. since 2010. The firm operates as a team of five advisors based in San Francisco, CA. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and corporate clients. The firm employs evidence-driven, total-portfolio asset allocation and utilizes a variety of instruments including equities, fixed income, ETFs, derivatives, and private alternative investments.

Nicole Tanenbaum is a financial advisor at Chequers Financial Management LLC in San Francisco, holding a Series 65 designation with eight years of industry experience. She has worked at Chequers since 2017 and previously at Robertson Stephens Advisors, LLC from 2015 to 2017. Chequers Financial Management provides wealth management and financial planning services primarily to ultra-high-net-worth individuals, multi-generational families, and their related entities. The firm emphasizes a combination of strategic and tactical asset allocation using low-cost, passively managed funds, incorporating comprehensive planning that includes estate, tax, and alternative investment strategies.

Jason Romero is a financial advisor at Asset Dedication, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Asset Dedication since 2018, following prior roles at Royal Alliance and Genovese Burford & Brothers. Outside of his advisory work, he is involved in a nonprofit remote control car social club, which he founded and owns. Asset Dedication provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs an Asset Dedication strategy that aligns equity allocations with investment-grade fixed-income securities to meet clients’ cash-flow needs, supporting a large client base through standardized sub-advisory arrangements and institutional custodial platforms.

Michael Hullen is a CFP® and PFS™ credentialed advisor at Liberty Wealth Management, LLC with 32 years of industry experience. He has been with Liberty Wealth Management since 2018 and also owns and operates Hullen Accountancy LLP, a CPA firm specializing in tax planning and preparation. He has held roles at AE Financial Services, LLC and Granite Bay Asset Management among others. Liberty Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and corporations. The firm employs a combination of centrally developed models and advisor-driven strategies, utilizing quantitative and fundamental analysis to build diversified portfolios and integrates third-party managers while providing comprehensive financial planning and educational services.

Aaron Szager is a CFP® with 24 years of industry experience and is currently affiliated with Osborne Partners in San Francisco, CA. His prior roles include positions at Golub Group, LLC and BlueSky Wealth Advisors, LLC. He holds Series 63 and Series 65 registrations. Osborne Partners Capital Management provides discretionary and non-discretionary investment management and integrated financial planning to a range of clients, including individuals, families, trusts, foundations, and corporations. The firm emphasizes actively managed, globally diversified multi-asset portfolios constructed using quantitative screening, fundamental research, and third-party data, and is notable for operating an affiliated private pooled investment vehicle and offering performance-based fee arrangements.

Nicholas Imbimbo is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Stonebridge Financial Group since 2026 and previously spent 11 years with Equitable Advisors. Outside of finance, he is a partial owner of Imbimbo Family Winery, involved in wine sales and production. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, offering discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a mix of quantitative and qualitative investment approaches and manages approximately $896 million in discretionary assets.

Paul Resnick is a financial advisor at Osborne Partners with 36 years of industry experience. He has been with Osborne Partners Capital Management, LLC since 2013. Outside of his advisory role, he serves as board chair of the Foundation for a College Education and holds advisory positions with the Palo Alto Medical Foundation/Sutter Health and the Mgrublian Center for Human Rights at Claremont McKenna College. He is also involved with the Legal Aid Society of San Mateo County as a board member and committee participant. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities, offering personalized, actively managed portfolios and integrated financial planning. The firm employs global allocation strategies across various asset classes and serves as a sub-adviser to other investment advisers, including operating an affiliated private pooled investment vehicle.

Edwin Barretto is a financial advisor at Delta Investment Management, LLC with 37 years of industry experience. He has been with Delta since 2019 and previously worked at Stifel Nicolaus & Co Inc and Btig, LLC. He holds a Series 63 designation. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, as well as serving as a subadvisor to other advisory firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and access to alternative investments, integrating financial planning into its asset management services.

Gregory O'Donnell is a financial advisor with O'Donnell Financial Services, LLC in San Rafael, CA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been affiliated with O'Donnell Financial Services since 2015 and with Independent Financial Group, LLC since 2016. Outside of advising, he hosts "The Greg O'Donnell Financial Hour," a public speaking program discussing financial topics. O'Donnell Financial Services, LLC provides wrap asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, and business entities. The firm offers discretionary and non-discretionary advisory services with investment strategies ranging from long-term buy-and-hold to short-term trading, including the use of margin, short sales, options, and other derivatives when appropriate.

Timothy Bangert is a financial advisor with McClurg Capital Corporation in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with McClurg Capital since 1994. McClurg Capital provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, IRAs, endowments, and charitable organizations. The firm emphasizes account-level customization, employing strategies such as asset-class diversification, bond laddering, and tactical cash management, with daily oversight and quarterly performance reporting.

Timothy Anderson is a financial advisor at Delta Investment Management, LLC with 37 years of industry experience. He has been with Delta since 2019 and previously worked at Stifel Nicolaus & Co Inc from 2015 to 2019. He holds the Series 63 designation and is based in San Francisco, CA. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, also serving as a subadvisor to other advisory firms. The firm offers a range of strategies including ETF-based tactical rotation, a diversified Core strategy, a concentrated equity mandate, and access to alternative investments, combining systematic and fundamental approaches.

Gerald Antonio is a financial advisor at Brio Financial Group in San Francisco, holding Series 65 and Series 66 licenses with 13 years of industry experience. He previously worked at Merrill Lynch for 11 years and The Northern Trust Co. for five years. 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 delivers a broad range of consulting services, including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

Ralph Drybrough is a financial advisor with Fort Point Capital Partners LLC in San Francisco, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Stratifi, LLC and Gordian Investments, LLC prior to joining Fort Point Capital Partners in 2008. Outside of his advisory role, he serves as a board member of NAX Group, a company that combines corporate and digital assets, where he assists with strategic initiatives. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services. The firm focuses on risk management, global diversification, and tax-efficient strategies, and operates a pooled-vehicle platform with performance-based fee structures.

Joshua Patchik is a financial advisor with Frec, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at tastytrade, Inc. and M1 Finance, among other firms, before joining Frec in 2024. Frec Advisers is an SEC-registered investment adviser that provides automated, software-based portfolio management through its web and mobile platform. The firm serves retail and entity clients, offering model-driven direct indexing, tax-loss harvesting, hedging, and customizable portfolio strategies that utilize margin and other advanced trading features.

Shuka Rassouli is a financial advisor at Tactivest, LLC with three years of industry experience. She is also a 25% shareholder and practicing attorney at Wayne R. Johnson & Associates, PLC. 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 offers discretionary management, utilizing technology platforms and third-party advisers to support client portfolios.

Joseph Fierro is a financial advisor at Tamalpais Asset Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Global View Capital Management and related affiliates for a decade, in addition to operating as a sole proprietor since 2010. Outside of his advisory work, Fierro is also a music instructor and performer. Tamalpais Asset Management manages approximately $262.5 million across about 261 client relationships, focusing on high-net-worth households and accredited investors. The firm provides portfolio management and financial planning, typically using passive core exposures combined with modern portfolio theory and other strategies tailored to client needs.

Brieann Peixoto is a financial advisor with Tactivest, LLC, holding a Series 65 designation and four years of industry experience. She has worked at Tactivest in various capacities since 2020. Tactivest provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a range of analytical approaches and trading strategies, offering both discretionary and non-discretionary portfolio management without an account minimum.