Rodney La Fleur is a Series 65 licensed advisor at Chequers Financial Management LLC with two years of industry experience. Prior to joining Chequers in 2023, he worked in education roles including positions at the West Contra Costa Unified School District and Teach For America. Chequers Financial Management LLC serves ultra-high-net-worth individuals, multi-generational families, and their related entities through tailored advisory services, combining customized financial planning with discretionary investment management that emphasizes passive asset-class funds and alternative investments for qualified clients.

John Lee is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Vantage Wealth Management, LLC since 2015. He previously worked at LPL Financial, LLC, beginning in the same year. Outside of his advisory role, Lee is a board member of The Schultz Celebrity Golf Classic, an annual fundraising event supporting Sonoma County children's charities. Vantage Wealth Management is a multi-advisor SEC-registered firm managing over $1.1 billion in assets, providing financial planning and portfolio management to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and small businesses. The firm uses a customized asset-allocation approach with mutual funds and ETFs, employing both strategic and tactical allocation supported by multiple third-party platforms.

Michael Firestone is a CFA® charterholder with seven years of industry experience. He has worked at Fire Capital Management, LLC since 2018 and previously at Fiduciary Trust International from 2010 to 2018. He is also the owner and managing member of Firestone Ventures, LLC. Fire Capital Management serves high-net-worth and ultra-high-net-worth individuals, families, institutional, and charitable clients with services including private wealth management, multi-family office support, and an Outsourced Chief Investment Officer program. The firm integrates ESG factors into fundamental research and manages customized, security-level portfolios through a boutique team overseeing more than $600 million in assets.

Robin Brinckerhoff is a CFP® with 15 years of industry experience, currently serving as Managing Director at Fort Point Capital Partners LLC. His prior experience includes roles at Gordian Investments LLC, Wells Fargo Advisors LLC, and North Capital. 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 funds across various asset classes. The firm emphasizes risk management, global diversification, and tax-aware strategies in its approach.

Jacob Edwards is a financial advisor at Parkwoods Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Wellspring Financial Partners, Liquitech Fire Solutions, Frontline Wildfire Defense, and UC Davis. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm follows a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders. Parkwoods is also affiliated with an accounting firm and operates an educational media platform, extending its advisory and education capabilities beyond typical portfolio management.

Marian Wellman is a financial advisor with International Asset Management in San Mateo, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Individual Asset Management, Inc. since 2006. Outside of advising, she operates a tax preparation business focused on U.S. tax services for clients in Mexico. International Asset Management serves individual and high-net-worth clients, particularly U.S. expatriates and non-U.S. residents with U.S. investment accounts. The firm offers discretionary portfolio management, wealth planning, and financial consulting with a global investment approach that includes attention to currency hedging and cross-border tax considerations.

Edward Kearney is a ChFC® with 19 years of industry experience. He has been with Chequers Financial Management LLC in San Francisco since 2016. Chequers Financial Management LLC provides bespoke advisory services to ultra‑high‑net‑worth individuals, multi‑generational families, and their associated entities. The firm offers customized financial planning combined with discretionary investment management, focusing on passive asset-class funds and alternative investments for qualified clients.

Daniel Beatty is a financial advisor at Selby Wealth Management with 19 years of industry experience. He has been with Selby Wealth Management since 2024 and also maintains a long-standing role at JOHN W. BOOKER & CO., CPAs, PC, where he has worked since 1983. Selby Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio construction, offering discretionary investment management and fiduciary retirement plan services.

Gary Muto is a financial advisor with BCN Financial, Inc. in Pleasanton, CA, holding a Series 63 designation and 33 years of industry experience. He has worked at BCN Financial since 1994 and has held prior roles at Quest Securities, Inc., Crown Capital Securities, LP, and LPL Financial. BCN Financial provides retirement plan advisory and related financial planning services primarily to participants of employer-sponsored retirement plans and members of Police and Fire Department associations. The firm’s investment process focuses on mutual funds and ETFs, including unleveraged inverse ETFs, combining fundamental, technical, and sentiment analysis with market timing, and delivers regular client reporting and specific non-discretionary advice.

Brian Nguyen is a CFP® with 18 years of experience in the financial services industry. He is currently with Twin Peaks Wealth Advisors, where he has been since 2022, and previously worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and Fremont Bank. Twin Peaks Wealth Advisors operates as a multi-advisor team managing approximately $585 million for individuals, families, trusts, and retirement plans. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, with tactical overlays and ongoing rebalancing, delivered primarily through discretionary separately managed accounts and householded relationships.

Vivian Fox is a Series 65 licensed advisor with SAS Financial Advisors, LLC., based in San Francisco, CA. She joined SAS Financial Advisors in 2025 and has prior experience at Section 32, LLC., Light Street Capital Management, Collective Health, and KPMG. SAS Financial Advisors is a fee-only advisory team managing approximately $150 million for nearly 200 clients, primarily individual and high-net-worth households as well as certain pensions and profit-sharing plans. The firm focuses on portfolio construction using passively managed index securities and fixed income, combining fundamental and technical analysis with long- and short-term strategies, and provides comprehensive financial planning services.

Winston Gaffron is a financial advisor at Delta Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Delta since 2020. Prior to joining Delta, he spent two years as a world traveler and four years at US Endoscopy. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, and also serves as a subadvisor to other advisory firms.

Michael Ye is a financial advisor at New Insight Wealth Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and the Gwanju Institute of Science and Technology before joining his current firm. New Insight Wealth Advisors serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities, offering discretionary asset management, employer retirement-plan consulting, and financial planning. The firm employs a multi-disciplinary investment process and uses a broad range of instruments to tailor portfolio advice with ongoing monitoring and rebalancing.

Dajin Yang is a CFA® charterholder and holds a Series 63 license, currently serving as an advisor at New Insight Wealth Advisors with two years of industry experience. Prior to joining the firm, he worked at OpenGov, Illumio, Riverbed Technology, Change Healthcare, and McKesson. New Insight Wealth Advisors serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities, providing discretionary asset management, employer retirement-plan consulting, and financial planning and consulting. The firm employs a multi-disciplinary investment process that includes fundamental, quantitative, technical, sector, and cyclical analysis, utilizing a broad range of instruments tailored to client objectives.

Melanie Pelayo is a CFP® professional with 15 years of industry experience. She worked at Financial Perspectives from 2004 to 2019 before joining Mission Creek Capital Partners, Inc., where she is part of an eight-advisor team based in San Francisco, CA. Mission Creek Capital Partners serves institutional and private clients, including pension plans, endowments, foundations, and executives. The firm employs a core-and-satellite investment approach with fundamental bottom-up analysis and a top-down economic overlay, offering a range of services such as discretionary portfolio management, wealth planning, and specialized private equity distribution and post-venture management.

Ankit Sahu is a financial advisor with Prosperity Financial Group, Inc. in San Ramon, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Prosperity Financial Group since 2018, following roles at Prosperity Wealth Management and a one-year sabbatical. Outside of advising, he has involvement in real estate development through Sahu Brothers LLC. Prosperity Financial Group serves individuals, trusts, estates, and business entities, managing approximately $503 million in discretionary assets. The firm provides asset management, financial planning, and consulting services, tailoring portfolios to client goals and utilizing sub-advisory relationships and third-party money managers.

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 28 years of industry experience. His prior roles include positions at AE Financial Services, LLC, Liberty Group, LLC, and CUNA Brokerage Services, Inc. Moore is also the owner of Moore Financial Advice, a financial sales and services firm based in San Francisco. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, offering discretionary and non-discretionary portfolio management along with educational seminars. The firm employs a diversified investment approach that integrates centrally developed models and third-party managers, and is part of a group of affiliated professional businesses including legal, tax, real estate, and insurance services.

Joel Malakoff is a CFP® professional with 21 years of industry experience, currently serving at Malakoff Wealth since 2010. He also maintains a long-term association with LPL Financial and Malakoff & Associates, Inc. in Danville, CA. Malakoff Wealth provides financial planning and consulting services to individuals, trusts, nonprofit organizations, banks, business entities, and pension/profit-sharing plans. The firm delivers written financial plans with periodic reviews, focusing on fundamental analysis and manager evaluation, and refers clients to LPL Financial for investment implementation and portfolio supervision.

Grant Ter Avanesyan is a CFP® professional with 18 years of industry experience, currently with Grant Private Wealth Management in Pleasanton, CA. His prior experience includes roles at Strategic Advisers Inc. and Fidelity Brokerage Services, LLC. Outside of financial advisory, he provides in-home supportive services, assisting clients with medical appointments, meal preparation, and other daily needs. Grant Private Wealth Management is a six-advisor firm that offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals and high-net-worth clients. The firm manages approximately $255 million and employs tailored strategies based on clients’ goals, utilizing a mix of fundamental, technical, charting, and cyclical analysis.