Kenneth Henson II is a CFP® professional with 12 years of experience in the financial industry. He is currently an advisor at Liberty Wealth Management, LLC and has held prior roles at firms including AE Financial Services, LPL Financial, and The Vanguard Group. Outside of his advisory role, he is an associate at Moore Financial Advice, a financial services firm, and holds a California insurance producer license. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and corporations. The firm combines centrally developed and advisor-developed investment strategies, employs quantitative and fundamental analysis, and integrates third-party managers to construct diversified portfolios.

James White is a financial advisor with Stonebridge Financial Group in San Rafael, CA, holding Series 63 and Series 65 credentials with 42 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, he serves as Treasurer and President for the SunnyVale Sunrise Rotary. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors with discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a variety of investment approaches and offers ongoing portfolio monitoring and rebalancing.

Sean Kenmore is a CFP® with 17 years of industry experience and has been with Affinity Capital Advisors LLC since 2013. He holds the Series 66 designation and works out of Berkeley, CA. Outside of his advisory role, Kenmore is involved in real estate as a licensed broker and managing partner in multiple real estate and development ventures. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $851 million in assets across 531 client relationships. The firm combines fundamental, technical, and charting analysis to construct and monitor diversified portfolios, utilizing a variety of investment vehicles including options and alternative assets, and provides comprehensive financial planning, consulting, and specialized tax and retirement services.

Lorena Moudi is a financial advisor at Mission Creek Capital Partners, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley from 2013 to 2020. Mission Creek serves institutional and private clients, including pension plans, endowments, foundations, executives, entrepreneurs, state and municipal entities, and other registered advisers. The firm employs a core-and-satellite investment approach with fundamental company analysis and a top-down economic overlay, offering discretionary portfolio management, wealth planning, sub-advisory services, and specialized private equity distribution and post-venture management.

Gary Roof is a CFP® professional with 29 years of experience in the financial industry. He has been with Roof Eidam Maycock Peralta LLC since 2009. The firm advises individual investors, charitable organizations, and institutional clients by providing discretionary investment management, financial planning, and retirement plan consulting. Roof Eidam Maycock Peralta LLC manages all client assets in-house, constructing customized portfolios using fundamental, technical, and cyclical analysis, and operates a wrap-fee program that covers trading costs for its clients.

Marc Dickow is affiliated with Brio Financial Group and has 12 years of experience at Core7 Real Estate. He is based in San Francisco, CA. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, consulting, and referrals to third-party money managers. The firm offers discretionary portfolio management through a wrap fee program and a wide range of consulting services, including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

Elliott Elbaz is a financial advisor with Gordian Wealth Advisors, LLC in Mill Valley, CA, holding a Series 63 designation and 28 years of industry experience. He has been affiliated with Gordian Wealth Advisors since 2011 and has held roles at Gordian Capital Management and Capulent, LLC during his career. Outside of advisory work, he is the owner of Bella Clancy Management, a real estate ownership and management business based in Palm Desert, CA. Gordian Wealth Advisors primarily serves high-net-worth individuals, trusts, and estates, offering discretionary portfolio management, independent manager oversight, and integrated financial planning. The firm employs a combination of fundamental and quantitative analysis to implement diversified, asset-allocation-driven strategies tailored to each client’s objectives and risk tolerance.

Jakob Adams is a financial advisor at Chequers Financial Management LLC with two years of industry experience. He holds a Series 65 designation and has worked at Chequers since 2022. Prior to joining Chequers, he held roles at Marlanna Capital Advisory and House of Mana UP. Chequers Financial Management provides wealth management and financial planning services primarily for ultra-high-net-worth individuals, multi-generational families, and related entities. The firm emphasizes a combination of strategic and tactical asset allocation using low-cost, passively managed funds, along with comprehensive planning including estate, tax, and alternative investment strategies.

Tyler Sloan is a financial advisor at Fort Point Capital Partners LLC in San Francisco, California. He holds a Series 65 designation and has been with Fort Point since 2023. Prior to joining the firm, he studied at Santa Clara University and worked at Lakeridge High School. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm focuses on risk management through global diversification, active risk control, and tax-aware strategies, and operates a multi-series private investment program across various alternative asset classes.

Matthew Gatt is a CFP® professional with nine years of industry experience, currently affiliated with North Berkeley Wealth Management, LLC. He has been with North Berkeley Investment Partners, LLC since 2016. North Berkeley Wealth Management provides comprehensive financial planning and investment management services to a diverse client base, including individuals, families, business owners, and charitable organizations. The firm manages approximately $830 million in client assets, using a customized asset allocation approach with a blend of passive and active strategies, and offers specialized ESG investment options.

Gregory Patterson is a financial advisor with The Advisory Group of San Francisco, LLC, holding a Series 65 designation and 24 years of industry experience. He has been with the firm since 2000. The Advisory Group of San Francisco, LLC is a fee-only registered investment adviser serving individual and institutional clients, including foundations and endowments. The firm employs a client-focused investment approach using asset allocation, periodic rebalancing, and a mix of active and passive funds, with specialized services such as retirement-plan management and institutional support for pooled investment vehicles.

Wing Yin Kong is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with Willow Grove Advisors, LLC, where she has worked since 2021. Prior to that, she was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America from 2015 to 2020. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for around 187 client relationships, primarily individual and high-net-worth investors. The firm offers customized portfolio management using a combination of technical and economic analysis, strategic asset allocation, and both long- and short-term trading strategies, and it integrates private and public holdings for suitable clients.

Ryan Fujioka is a financial advisor at Fire Capital Management, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Costco Wholesale. Fire Capital Management serves high-net-worth and ultra-high-net-worth individuals and families, as well as select institutional and charitable clients, offering private wealth management, multi-family office services, financial planning, and an Outsourced Chief Investment Officer program. The firm emphasizes customized portfolio construction and integrates Environmental, Social, and Governance factors into its fundamental research.

Philip Rontell is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Keller Williams Realty East Bay and American Income Life. He also serves as a referral-only licensed real estate agent with The Agency of Alamo, CA. Liberty Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a mix of centrally developed and advisor-specific investment strategies, integrating third-party managers and offering a range of services including investment management, financial planning, and educational workshops.

Todd Sixt is a financial advisor at Strait & Sound Wealth Management LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Mutual Advisors, LLC and Alpha Cubed Investments, LLC. He has been with Strait & Sound since 2020. Strait & Sound serves individual and high-net-worth clients by providing discretionary and non-discretionary wealth management, financial planning, and investment consulting. The firm employs a mosaic research approach that integrates secular analysis, valuation metrics, behavioral and technical indicators to create tailored investment policy statements and diversified portfolios focused on capital preservation.

Jeffrey Petersen is a financial advisor with Willow Grove Advisors, LLC in Berkeley, CA, holding Series 65 and Series 66 licenses and possessing 17 years of industry experience. He has been with Willow Grove Advisors since 2010. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for around 187 client relationships, primarily individual and high-net-worth investors. The firm offers customized portfolio management using a combination of technical and economic analysis, strategic asset allocation, and both long- and short-term trading strategies, and it provides detailed reporting and private placement due diligence for suitable clients.

Reed Mccue is a financial advisor at Chequers Financial Management LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Chequers Financial Management since 2016. Chequers Financial Management LLC provides tailored advisory services to ultra-high-net-worth individuals, complex multi-generational families, and their associated entities. The firm offers Personal CFO and Multi-Family Office services, combining customized financial planning with discretionary investment management focused on passive asset-class funds, disciplined rebalancing, and alternative investments for qualified clients.

Mark Shumway is affiliated with Brio Financial Group in San Francisco, CA. He has seven years of experience in real estate, having worked at Core7 Real Estate since 2019 and Zephyr Real Estate from 2011 to 2019. Brio Financial Group serves individuals, trusts, retirement plans, and business entities, offering asset management, financial planning, consulting, and referrals to third-party money managers. The firm provides discretionary portfolio management through a wrap fee program and offers a broad range of consulting services including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

Jason Cohen is a financial advisor with Moment Partners, LLC in San Francisco, holding CFP® and Series 66 credentials and 14 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2010 to 2024. Cohen serves as a finance committee member for the Horizons Foundation, providing budget analysis and oversight. Moment Partners provides investment management and financial advisory services to individuals, high-net-worth clients, families, trusts, foundations, corporations, and plan sponsors. The firm employs a risk-adjusted, tax-efficient approach combining active and passive strategies, and offers discretionary portfolio management, comprehensive financial planning, and consulting for retirement plans.

Christopher Coble is a financial advisor at Ridgecrest Wealth Partners, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley Private Bank and Passport Capital. Outside his advisory role, he is the sole proprietor of Bike Race, a business activity unrelated to his financial work. Ridgecrest Wealth Partners is an SEC-registered advisory firm managing approximately $705 million across 744 accounts. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plan participants using a combination of fundamental, technical, and charting analysis with both active and passive investment strategies tailored to client risk profiles.