Jon Goshay is a financial advisor at Caldwell Sutter Capital, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cetera Investment Services LLC and Foresters Financial Services, Inc. Outside of financial advising, he composes and produces music under a label. Caldwell Sutter Capital serves primarily high-net-worth individuals, their families, corporations, and municipal clients. The firm offers portfolio management and financial planning with a focus on customized equity and fixed-income portfolios constructed through a bottom-up, fundamental value approach emphasizing long-term, buy-and-hold investing.

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.

Nickolas Bowers is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA. He holds a Series 65 designation and has been in the industry since 2024. Prior to joining Liberty Wealth Management, he worked at New York Life Insurance Company and Sierra Central Credit Union, among other roles. Liberty Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, retirement plan services, and access to third-party manager programs. The firm offers a combination of centrally developed and advisor-created strategies, including access to private market investments and affiliated alternative-asset management.

Wahidah Aziz is a Series 65-licensed financial advisor with one year of industry experience. She is currently with Frec, where she has worked since 2026. Her prior experience includes roles at Kikoff, Brio Financial Group, and Litman Gregory Wealth Management, as well as academic positions at New York University and Indiana Tech. Frec Advisers provides automated, software-based discretionary portfolio management to retail individuals, trusts, and other U.S. resident entities through its web and mobile platform. The firm’s investment strategies are implemented electronically, featuring direct indexing, tax-loss harvesting, hedging, and portfolio allocation, with client accounts custodied at Apex.

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.

Robert Moses Jr. is a CFA® charterholder with 13 years of industry experience. He is a member of the team at Alpha Solutions Investment Advisors and has held roles there since 2013. Outside of his advisory work, he oversees inventory management at ShopRite, a non-investment related business. Alpha Solutions Investment Advisors is an SEC-registered, fee-only firm managing approximately $509 million in discretionary assets. The firm serves individual and high-net-worth investors as well as institutional clients, offering discretionary portfolio management and customized wealth planning with a focus on exchange-traded instruments and alternative assets.

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 with Tactivest, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Raymond James, Merrill, UBS Financial Services, and Citicorp Investment Services. He 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 primarily for individual and high-net-worth clients, trusts, estates, charitable organizations, and pension or profit-sharing plans. The firm employs a range of investment strategies and operates through custodial and platform relationships without imposing an account minimum.

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.

John Mcnertney is a CFP® with 19 years of industry experience, currently serving at Green Ocean Global Advisors LLC since 2022. He previously worked at Freestone Capital Management and Polaris Greystone Financial Group, LLC. Green Ocean Global Advisors LLC offers discretionary portfolio management, financial planning, and referrals to third-party investment managers for individuals, high-net-worth clients, and charitable organizations. The firm integrates fundamental, quantitative, modern portfolio theory, and technical analysis to construct portfolios that include mutual funds, ETFs, equities, fixed income, and non-U.S. securities, managing approximately $52.9 million across a three-advisor team.

Karen Franco is a financial advisor with Navigation Group LLC in Redwood Shores, CA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has worked with LPL Financial LLC since 2006 and has been involved with Navigation Group, Inc. since 2003. Outside of her advisory roles, she is involved in operating Whispering Hills Horse Ranch. Navigation Group provides discretionary investment management and comprehensive wealth planning primarily for individual and high-net-worth households, as well as pension plans, business entities, and investment companies. The firm’s investment approach emphasizes strategic asset allocation with a combination of passive index funds and actively managed mutual funds or ETFs, coordinated with tax and estate planning considerations.

John Burns is a financial advisor with Asset Dedication, LLC in San Francisco, CA, holding Series 65 and Series 66 designations and possessing 21 years of industry experience. He has been with Asset Dedication since 2009. Asset Dedication serves individual and high-net-worth clients, trusts, estates, charitable organizations, and small institutions by providing investment management and financial planning. The firm employs an Asset Dedication strategy that aligns equity exposures with investment-grade fixed income to meet clients’ cash-flow needs, utilizing a long-term, asset-class based equity approach and a Critical Path Analysis process for financial scenario modeling.

David La Placa is a financial advisor at Intellectus Partners, LLC with 32 years of industry experience. He has worked at Intellectus Partners since 2015 and previously spent 11 years at Deutsche Bank Securities Inc. La Placa holds a Series 63 designation. Outside of his advisory role, he is involved in several business ventures, including managing software development projects and serving on advisory boards for various technology firms. Intellectus Partners provides wealth management, financial planning, investment consulting, and wealth coaching to high-net-worth individuals, trusts, estates, and private funds. The firm combines fundamental and quantitative analysis with proprietary algorithms and alternative data to construct portfolios that include ETFs, mutual funds, privately placed securities, cryptocurrency exposure, and options.

Max Isaacman is a financial advisor at Fiscal Wisdom Wealth Management LLC with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Portsmouth-Smartlife Financial Group, Fidelity Investments, and Scottrade. Outside of advising, Max is an author who writes and publishes financial literature. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm uses tailored portfolio strategies that include a variety of investment options and conducts regular account reviews and rebalancing.

Kevin Cohen is a financial advisor with One Wealth Advisors, LLC in San Francisco, holding a Series 63 designation and 14 years of industry experience. He has been with One Wealth Advisors since 2015. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers comprehensive wealth management, financial planning, and portfolio management with a primarily long-term investment approach, incorporating diversified assets and independent managers tailored to client needs.

Rustin Mc Manis is a CFP® professional with experience at Yeske Buie Inc. since 2024. Prior to joining Yeske Buie, he held positions at Edward Jones and Barnes & Noble. He has also been involved in academic roles at Liberty University, De Anza College, and California Lutheran University. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a disciplined investment process using ETFs and mutual funds based on Modern Portfolio Theory and manager due diligence, and manages over $1 billion with a ten-person advisory team.