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.

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.

Stephen Philpott is a CFP® and financial advisor with Nelson Capital Management, LLC, where he has worked since 2005. He has 13 years of industry experience and is based in Menlo Park, CA. Nelson Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other investment advisers by providing portfolio management, financial planning, and retirement plan asset-management services. The firm’s investment process uses fundamental analysis and a mix of ETFs, mutual funds, individual stocks, and bonds, with regular portfolio reviews and both long- and short-term strategies.

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.

James Machinchick is a CFP® with 16 years of industry experience currently serving as Chief Planning Officer at Inflection Capital Management, LLC. His prior roles include positions at Fidelity Personal and Workplace Advisors and Lake Street Advisors. He is also involved with The Oglethorpe Collective, LLC, a firm affiliated with Inflection Capital, where he dedicates significant time during trading hours. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients, offering comprehensive financial planning and portfolio management. The firm employs an IPS-driven, manager-of-managers approach with a broad investment toolkit, focusing on detailed family assessments and ongoing oversight.

Tyler Craig is a financial advisor at Barry Investment Advisors, LLC with 11 years at the firm and three years of industry experience. He holds a Series 65 designation and is based in Half Moon Bay, California. Barry Investment Advisors provides wealth management and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm uses a Balanced Global Value approach that combines equities, fixed income, and cash across domestic and international markets, grounded in a Graham and Dodd value discipline.

Judy Lee is a financial advisor at Forthright Capital with five years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Forthright Capital, she worked at firms including Prudential Insurance Company of America, NYLIFE Securities LLC, and Penn Mutual Life Insurance Company. Lee also engages in soliciting individual life insurance and fixed annuity products as an insurance agent with Forthright Capital Partners. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations, primarily practicing passive investment management through model portfolios and outside managers tailored to clients’ investment policies.

Sam's professional goal is simple: help families stretch their dollars and stop second-guessing financial decisions. This work is his passion. Families come to our firm looking for answers, and we're dedicated to providing clarity. Sam's clients come in asking an array of questions: When can I retire? How can I be confident it will last? What am I missing? Is there anything else I should be doing than what I'm doing now? This is much deeper than managing a portfolio. Our job is to answer your questions and use our expertise to guide you, so you know what pitfalls and opportunities may be on the horizon. Over time, clients start to feel like family, and it's our goal to treat their financial decisions with the same care we'd give our own. Sam believes this process starts with a financial plan. Not just a retirement projection, but an in-depth analysis of everything in your life with a number on it, paired with a real understanding of what matters most to you. Sam specializes in helping clients who are retired or within 10 years of retirement turn a lifetime of savings into dependable, tax-efficient income that doesn't depend on guessing what the market does next. For young families, he builds that same discipline in early: a coordinated plan bringing scattered accounts, tax strategy, and investments under one roof, so nothing gets left to chance later. He also works closely with small business owners and self-employed professionals, whose retirement planning rarely fits the typical employer-plan playbook. The right guidance, and the costly mistakes to avoid, require a different kind of expertise than most advisors bring to the table. For clients thinking beyond their own retirement, Sam helps families plan the thoughtful, tax-efficient transfer of wealth across generations, so what's been built is preserved and passed on with intention rather than lost to poor timing or an unnecessary tax bill. As a fee-only fiduciary, Sam doesn't sell products or earn commissions. His only job is to build a plan that works in your best interest, full stop. Sam is a CERTIFIED FINANCIAL PLANNER®, practitioner and a summa cum laude graduate of Mississippi State University. A native of Jackson, Mississippi, Sam is deeply rooted in the community Branning Wealth Management has served for decades. Outside the office, he's active in his local church in downtown Jackson. He and his wife, Chloe, live in Jackson and enjoy having friends over for Mahjong, gr

Randall Maycock is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has been with Roof Eidam Maycock Peralta LLC since 2009, where he is part of a five-advisor team based in San Francisco, CA. Roof Eidam Maycock Peralta LLC provides discretionary investment management, financial planning, and retirement plan consulting to individual investors, charitable organizations, and institutional clients. The firm manages client assets in-house, using customized portfolios that incorporate fundamental, technical, and cyclical analysis, and operates a wrap-fee program covering trading costs for its clients.

Jonathan Maier is a CFP® and Series 66-licensed advisor at Fort Point Capital Partners LLC with four years of industry experience. He has worked at Fort Point since 2024 and previously held roles at Equitable Advisors and other organizations, including the Oakland Parks and Recreation Foundation. 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 private pooled investment vehicles. The firm emphasizes risk management, global diversification, and tax-aware strategies, and sponsors private fund structures with performance-based fee arrangements.

Mitone Griffiths is a financial advisor at Vantage Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Vantage Wealth Management since 2007, also affiliated with LPL Financial LLC since 2014. Outside of his advisory role, he is a notary public in San Mateo, CA. Vantage Wealth Management serves individuals, including high-net-worth clients, as well as trusts, retirement plans, charities, corporations, and broker-dealers, providing personalized financial planning and asset management. The firm manages approximately $897 million in assets and builds customized portfolios using mutual funds and ETFs, applying strategic rebalancing and tactical adjustments across multiple platforms.

Brian Duvall is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Asset Dedication, LLC since 2019. Prior to that, he worked at Sensible Money, LLC from 2012 to 2019. Outside of his advisory role, he teaches snowboard instruction during the winter months. 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 its Asset Dedication strategy, which aligns equity allocations with investment-grade fixed-income securities through a cash-matching approach, and serves a large client base with a focus on scalable, standardized sub-advisory arrangements.

Wahidah Aziz is a financial advisor at Frec with one year of industry experience. She holds a Series 65 designation and has worked at several firms including Brio Financial Group and Litman Gregory Wealth Management. Aziz also has teaching experience at New York University and Indiana Tech. Frec Advisers provides automated, software-based investment advisory services through its web and mobile platform, offering portfolio management focused on direct indexing, tax-loss harvesting, and systematic tax-aware trading. The firm serves retail and entity clients who open brokerage accounts with its affiliate and employs a largely automated investment process without in-person or phone advice.

Russell Silvestri is a financial advisor with Atlas Capital Advisors Inc. in San Francisco, CA, holding a Series 63 designation and 25 years of industry experience. He has worked at Arcadia Securities, LLC and is the managing partner of Boyden, an executive search firm in Sausalito, CA. Atlas Capital Advisors is an independent investment adviser serving individuals, families, family offices, pension plans, trusts, foundations, and institutions with discretionary wealth management, financial planning, and tax-aware portfolio management. The firm uses a combination of fundamental, technical, and quantitative analysis and employs various instruments including options and futures in separately managed accounts tailored to clients’ needs.

Max Pulitzer is a financial advisor at Colorado Capital Management with five years of industry experience. He holds a Series 65 credential and has previously worked at Pulitzer Family Law and Colorado Wealth Group. Outside of finance, he was involved with Mentoring Through Movement, a nonprofit organization. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans, managing approximately $638 million across 234 client households with a team of ten advisors. The firm emphasizes written investment policy statements, long-term fundamental analysis, and quarterly reporting, offering both discretionary and non-discretionary portfolio management along with ESG and alternative investment options.

Ian Fraley is a financial advisor with Mission Creek Capital Partners, Inc. in San Francisco, holding a Series 65 designation and 23 years of industry experience. He has been with Mission Creek since 2014. Mission Creek Capital Partners serves institutional and private clients, including pension plans, endowments, foundations, executives, entrepreneurs, and pooled investment vehicles. The firm employs a core-and-satellite investment approach combining bottom-up company analysis with a top-down economic overlay, and offers discretionary portfolio management, wealth planning, concentrated stock management, sub-advisory services, and specialized private equity distribution and post-venture management.

Daniel Young is a CFP® with 22 years of industry experience. He is currently with Delta Investment Management, LLC, where he has worked since 2022. Prior to that, he held positions at Lido Advisors and Quantum Capital Management. Delta Investment Management provides discretionary investment management, financial planning, and investment consulting to individuals, institutions, trusts, and pension plans, often onboarding clients with a minimum account size of $50,000. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple distinct strategies, including ETF-based tactical approaches and concentrated equity mandates, and serves as a subadvisor to other investment advisors.

Rachel Shin is a CFP® and holds a Series 65 license, with five years of experience in financial advising. She has worked at Brio Financial Group since 2023 and previously held roles at Yeske Buie Inc., FMB Wealth Management, and McCarthy Wealth Management. Outside of her advisory career, she was involved with Kickin' Crab from 2015 to 2019. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and consulting services. The firm offers discretionary portfolio management through a wrap fee program and delivers a broad range of consulting, including estate and tax planning, mortgage and debt analysis, and corporate structuring.

Andrew Stout is a financial advisor at Tactivest, LLC with 28 years of industry experience. He has previously worked at Raymond James and has been affiliated with Tactivest since 2019. Stout serves on multiple nonprofit boards, including the LAPD Hollywood Division Police Activity League and the University of the Pacific Arthur A Dugoni School of Dentistry, and is president of the Leonard & Ilona Ling Family Foundation. Tactivest provides portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a diverse investment approach incorporating fundamental, technical, quantitative analysis, and modern portfolio theory, managing approximately $128.5 million across about 168 client accounts.

Sanjeev Rao is a financial advisor at Lavelle Capital with 19 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co., LLC for 15 years before joining Lavelle Capital and its predecessor. Lavelle Capital serves entrepreneurial families and their related entities, providing discretionary investment management of public market portfolios and access to private investments. The firm combines public-market allocations with selectively sourced private opportunities, emphasizing long-term capital appreciation, diversification, and risk management.