Philip Rontell is a financial advisor at Liberty Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Lifetime Planning and Marketing, Inc., Keller Williams Realty East Bay, and American Income Life. Outside of advising, he is a referral-only licensed real estate agent with The Agency of Alamo, CA. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, ERISA retirement plan services, and access to third-party manager programs. The firm combines centralized models with advisor-developed strategies and offers access to private market investments alongside affiliated legal, tax, and real estate entities.

Todd Sixt is a financial advisor at Strait & Sound with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Mutual Advisors, Alpha Cubed Investments, TD Ameritrade, Charles Schwab, The Caprock Group, and Fidelity. He has been with Strait & Sound since 2020 as part of a seven-advisor team based in San Francisco. Strait & Sound is a registered investment adviser serving individual, high-net-worth, and business clients through discretionary wealth management, financial planning, and investment consulting. The firm employs a mosaic investment approach that combines valuation metrics, behavioral and technical analysis, and portfolio construction, emphasizing diversification and 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 CFP® with 14 years of industry experience. He is currently with Moment Partners, LLC, where he has worked since 2024, and previously spent eight years at Wells Fargo Clearing. Cohen serves on the finance committee of the Horizons Foundation, contributing to budget review and analysis. Moment Partners serves individual and institutional clients by providing investment and wealth management, financial planning, and fiduciary services. The firm emphasizes risk-adjusted, tax-efficient asset allocations using a mix of active and passive strategies and manages over $1.18 billion in assets with a team of four advisors.

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.

Douglas Hutchinson is a CFA® charterholder with nine years of industry experience. He is currently with Assembly Wealth in Mill Valley, CA, and has been associated with WrapManager, Inc. since 2014. Assembly Wealth provides discretionary portfolio management and standalone financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and other business entities. The firm emphasizes personalized investment policies and asset allocation tailored to each client’s objectives, time horizon, and risk tolerance.

Jonathan Manzo Cardenas is a financial advisor with Affinity Capital Advisors LLC in Berkeley, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Affinity since 2018 and previously worked at Pacific Private Wealth Management, LLC from 2012 to 2018. Outside of advisory work, he is involved in managing real estate investment companies. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities with comprehensive portfolio management and financial planning. The firm combines fundamental, technical, and charting analysis to construct portfolios and offers a broader range of services including alternatives investing and direct real estate investment opportunities.

Laura Kohler is an advisor at Willow Grove Advisors, LLC with a Series 65 designation. She has recent experience working with Willow Grove Advisors and Ride Oakland, along with roles at Family Support Services and SoulCycle, LLC. Prior to her current roles, she spent five years at KPMG, LLP. Willow Grove Advisors is a fee-only SEC-registered investment adviser serving individual and high-net-worth clients, typically with account minimums of $500,000. The firm provides discretionary portfolio management with an investment approach that combines strategic asset allocation, technical and economic analysis, and uses a mix of ETFs, mutual funds, and private placements.

Jonathan Steele is a CFA® charterholder with 27 years of industry experience. He has been with One Wealth Advisors, LLC since 2015, working as part of an 11-advisor team in San Francisco, CA. One Wealth Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans with comprehensive wealth management, financial planning, and portfolio management services. The firm employs a primarily long-term investment approach complemented by tactical adjustments and utilizes diversified portfolios including mutual funds, ETFs, bonds, independent managers, and alternatives.

Matthew Blind is a financial advisor at Inflection Capital Management, LLC with 10 years of industry experience. He holds the CFA® designation and the Series 63 license. His prior roles include positions at Fidelity Investments, Tortoise Securities, and Bramalea Partners, where he remains a member of the advisory board. He is also CEO of The Oglethorpe Collective, LLC, a formal affiliate of Inflection Capital Management. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients by providing comprehensive financial planning and portfolio management. The firm uses an IPS-driven, manager-of-managers approach with a range of investment tools and incorporates AI-supported operational processes.

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.

Joseph Helmer is a financial advisor at Caldwell Sutter Capital, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Caldwell Sutter Capital since 2008. Helmer serves as a director on the board of Crazy Woman Creek Bancorp, the bank holding company of Buffalo Federal Bank, where he participates on the audit committee. Caldwell Sutter Capital primarily serves high-net-worth individuals, their 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 strategies.

David Lewis is a financial advisor at Lewis Asset Management in Lafayette, CA, with 28 years of industry experience. He has been with Lewis Asset Management since 2007 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans through a five-advisor team, managing approximately $387 million. The firm focuses on long-term trading and broad-market exposure, constructing customized portfolios that emphasize diversified fund-based strategies aligned with clients’ objectives and risk tolerance.

Michael Bristow is a financial advisor with Tamalpais Asset Management, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at firms including Emerson Equity LLC and Calamar Financial Group before joining Tamalpais Asset Management, where he is currently a managing partner involved in day-to-day operations and client account management. Tamalpais Asset Management manages approximately $262.5 million for high-net-worth individuals, trusts, endowments, qualified retirement plan sponsors, and business entities. The firm emphasizes tailored Investment Policy Statements and employs a mix of passive core exposures along with fundamental, cyclical, and quantitative analysis, offering a variety of strategies including options, margin trading, and private placements for accredited investors.

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 a managing director at Fort Point Capital Partners LLC. His career includes roles at Gordian Investments, Wells Fargo Clearing, Wells Fargo Bank, 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 focuses on risk management through global diversification, active oversight, tax-aware strategies, and may utilize derivatives and third-party managers.

Michael Phippen is a financial advisor at Gordian Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Gordian Wealth Advisors since 2015. His prior experience includes roles at Sanctuary Securities, LLC and Gordian Capital Management, LLC. Gordian Wealth Advisors manages approximately $488.7 million primarily for high-net-worth individuals, trusts, and estates, offering discretionary portfolio management, integrated financial planning, and access to independent managers and private pooled investment vehicles. The firm develops customized Investment Policy Statements and employs a range of strategies, including covered-call overlays and an endowment-style diversified model, with oversight from an investment committee.

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.