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.

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 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.

Joseph Wells is a CFP® and CFA® with 20 years of industry experience. He currently serves as an advisor at Selby Wealth Management and has prior experience with John W. Brooker & Co., CPAs, PC. Outside of finance, he is involved in music writing and licensing for TV and film, receiving residuals for his work. Selby Wealth Management is a registered investment adviser that provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio construction, offering fiduciary services and ongoing monitoring for its clients.

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.

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.

Ekaterina Atanassov is a CFP® and CFA® with eight years at Neumann Capital Management and four years at Atan Consulting. She has three years of industry experience. Neumann Capital Management serves individual and high-net-worth clients, trusts, and charitable organizations through comprehensive and essential wealth management programs. The firm employs a strategic asset allocation approach with disciplined rebalancing, an in-house research process, and uses Monte Carlo simulation in financial planning.

Henry Luong is a financial advisor at CSP Financial Group LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at CSP Financial Group since 2021, alongside operating as a sole proprietor. Luong has also been a patent examiner at the United States Patent and Trademark Office since 2010. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory and employs third-party managers such as Matson Money to implement model allocations.

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.

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® and holds a Series 66 license with 12 years of industry experience. He has worked at Moment Partners, LLC since 2024 and previously spent eight years at Wells Fargo Clearing Services and three years at Wells Fargo Advisors. Hampton serves as co-trustee for a family trust. Moment Partners, LLC provides investment and wealth management, financial planning, and fiduciary services to individuals, high-net-worth families, trusts, estates, foundations, and institutional clients. The firm uses a combination of active and passive strategies, risk-adjusted and tax-aware asset allocation, and incorporates independent managers and options strategies where appropriate.