Natalie Masarweh is a financial advisor at Chequers Financial Management LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at BMO Bank N.A. and Northwestern Mutual Investment Services LLC. Chequers Financial Management LLC provides bespoke advisory services to ultra-high-net-worth individuals and complex, multi-generational families, focusing on personalized financial planning and discretionary investment management that includes passive asset-class funds and alternative investments for qualified clients. The firm offers tailored service tracks such as Personal CFO/Corporate Executive and Multi-Family Office services, addressing wealth transfer, estate planning, and ongoing financial administration.

Lucas Mc Nulty is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 credential with one year of industry experience. His work history includes multiple periods at Liberty Wealth Management as well as roles at Tilden Golf Course and various positions during his time at the University of California Los Angeles. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, and retirement plan services. The firm utilizes a combination of centrally developed models and adviser-developed strategies, offering access to private market investments and affiliated private funds.

Anthony Schliesser is a CFP® affiliated with The Pacific Center for Financial Services in Danville, CA. He has experience with several firms, including Aspiriant and Axa Advisors, and has been with The Pacific Center for Financial Services since 2026. The Pacific Center for Financial Services advises individuals, high-net-worth families, family trusts, and retirement accounts, providing financial planning, consulting, and investment management services. The firm manages over $1 billion in assets and operates a Managed Account Program focused on diversified, asset-allocation-based portfolios using mutual funds, stocks, ETFs, and bonds.

David Hollander is a financial advisor at Liberty Wealth Management, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has been associated with Liberty Wealth Management since 2018. Outside of his advisory role, he is the owner and managing partner of Hollander & Hollander, PC, a law firm specializing in estate planning, litigation, elder law, and tax planning, and he serves on the finance committee of the Julia Morgan School, a private nonprofit institution. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients, including high-net-worth individuals. The firm offers investment management, financial planning, retirement plan services, and educational seminars, combining centrally developed models with adviser-developed strategies and access to private market investments through affiliated entities.

Allan Moskowitz is a CFP® with 26 years of experience in the financial industry. He is currently with Mason & Associates, Inc., where he has worked since 2025. His prior experience includes roles at Transformative Wealth Management LLC, Protected Investors of America, and Financial West Group. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering personalized financial planning and investment management through a process based on Modern Portfolio Theory and client-specific Investment Policy Statements. The firm employs an open-architecture platform and routinely engages in private placements and illiquid investments.

Benjamin Cohen is a financial advisor at North Berkeley Wealth Management, LLC, holding a Series 65 designation and entering his first year in the industry. His prior work experience includes roles at FE Forbes Company and Enterprise Mobility. North Berkeley Wealth Management provides financial planning and investment management services to a diverse client base including individuals, families, professionals, and organizations. The firm employs a customized asset allocation approach, combining passive and active strategies with documented investment policies and offers specialized ESG investment options.

Jacob Schwartz is a Series 65 licensed financial advisor at Green Ocean Global Advisors LLC with one year of industry experience. Prior to joining Green Ocean Global Advisors, he held roles at Springfield Pepsi-Cola, Federated Fiducial, Bank of Springfield, and the University of Illinois Springfield. Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and referrals to third-party investment managers for individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, quantitative, and technical analysis across various asset classes and delivers ongoing monitoring with quarterly reporting.

Thomas McCormick is a financial advisor at American Investors Company with over 50 years of industry experience. He holds a Series 63 designation and has worked at American Investors Company since 1989, also spending 11 years at Straube Associates, Inc. In addition to his advisory work, he operates a tax preparation and attorney business. American Investors Company provides investment advisory and financial planning services to individuals, plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and brokerage services, including asset management, financial planning, and 401(k) consulting, with a multi-revenue model that includes both fees and commissions.

Jennifer Dazols is a CFP® with four years of experience in the financial industry. She has worked at Equita Financial Network since 2023 and previously at Sincerus Advisory from 2021 to 2023. Prior to her financial advisory roles, she spent 13 years at eBay. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives and risk tolerance.

Candace Hamilton is a financial advisor at Liberty Wealth Management, LLC with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Foreside Fund Services, Champlain Investment Partners, A.G.P./Alliance Global Partners, and Wamu Investments. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, 529 college-savings planning, and ERISA retirement plan services. The firm employs a combination of centrally developed and adviser-developed strategies, often utilizing third-party managers and offering access to private market investments and structured offerings.

Ira Fateman is a CFP® with 21 years of industry experience, currently serving at SAS Financial Advisors, LLC. He has worked at Shone Asset Management and San Francisco State College, and he was involved with Congregation Sherith Israel for 15 years. 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 emphasizes portfolio construction using passively managed index securities and fixed income, combined with both fundamental and technical analysis, and provides comprehensive financial planning with regular account reviews.

Franco Cirelli is a CFP®-credentialed financial advisor with Augustine Asset Management Inc, based in San Francisco, CA. He has eight years of industry experience and co-founded SeatSub, Inc., an online live event season ticket service. Additionally, he has taught business classes as a lecturer at City College of San Francisco since 2003. Augustine Asset Management serves high-net-worth individuals, families, and institutional clients with fee-only investment management and portfolio advisory services. The firm uses a research-oriented process combining macroeconomic and fundamental analysis to manage active global equity and fixed-income strategies, with a particular emphasis on public-sector clients.

Scott Bowhay is a financial advisor with Investor Fan who holds Series 63 and Series 65 credentials and has 47 years of industry experience. His prior work includes roles at Wells Fargo Advisors Financial Network LLC and MSH Capital Advisors. He is also the managing partner of Bowhay Investments LLC, where he provides investment advisory services to individuals and foundations. Investor Fan offers investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm uses a portfolio approach based on Modern Portfolio Theory, incorporating fundamental, technical, cyclical, and macroeconomic analysis, and typically reviews client accounts quarterly or more frequently.

Noa Hoffman is a CFP® professional with two years of industry experience, currently serving at Green Ocean Global Advisors LLC. Prior to this, Noa held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., and operated a personal financial advisory website. Noa also worked with the Singleton Foundation for Literacy and Entrepreneurship and has experience at Karat Financial and Nerdwallet. Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and third-party manager referrals for individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental, quantitative, modern portfolio theory, and technical analysis to manage portfolios across various asset classes, tailored to client risk profiles.

John Marty is a financial advisor at RB Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at APW Capital, Inc. and Fsc Securities Corp. Outside of his advisory role, he is involved in real estate brokerage and financing through his ownership and partnership in related businesses. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, emphasizing asset allocation, diversification, and personalized portfolios tailored to clients’ goals and risk tolerance.

Colin Fitzgibbons is a financial advisor at Inflection Capital Management, LLC based in San Francisco, CA. He holds a Series 65 credential and has been working in the industry since 2019, including prior experience at Focus Partners Wealth and Citigroup, Inc. Inflection Capital Management serves high-net-worth individuals, family offices, trusts, endowments, businesses, and private funds, focusing on comprehensive investment management guided by written policy statements. The firm utilizes diversified allocations and third-party managers, employing AI for operational tasks with human oversight, and maintains a network of affiliated entities that support its unique service offerings.

Benjamin Peters is a financial advisor at Burton Enright Welch with 13 years of industry experience. He holds a Series 65 designation and has been with Burton Enright Welch since 2014, following three years at Napa Valley Wealth Management. Outside of his advisory role, Peters is a co-founder of PICKMOTO, a mobile applications business, where he contributes to task management, bug tracking, and outreach. Burton Enright Welch serves individuals, families, trusts, estates, pension plans, and business entities, offering investment management, financial planning, and retirement plan consulting. The firm applies a documented, four-step disciplined investment process and manages diversified portfolios with approximately $1.55 billion in assets under management.

Joseph Knebel is a financial advisor at Twin Peaks Wealth Advisors with 16 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. His prior experience includes roles at Morgan Stanley and Fisher Investments. Twin Peaks Wealth Advisors is 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, offering discretionary portfolio management and integrated financial planning tailored to a range of account sizes.

Gene Elliott is a financial advisor at Brio Financial Group in San Francisco, CA, with 26 years of industry experience. He holds the Series 66 designation and has been with Brio Financial Group since 2017, following two years at Ameriprise Financial Services. Outside of his advisory role, Elliott is an insurance agent and has been a product reviewer on YouTube since 2022. Brio Financial Group serves individuals, trusts, employer retirement plans, and business entities, managing about $1.06 billion in discretionary assets for roughly 800 clients through a team of 16 advisors. The firm provides individualized portfolio management using a range of analytical approaches and offers comprehensive financial planning and retirement plan consulting, including fiduciary services under ERISA and DOL guidance.

Peter Burton is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Burton Enright Welch since 2010. The firm is based in Walnut Creek, CA, and Burton provides financial planning services including life insurance analysis and referrals to estate planning attorneys. Burton Enright Welch serves individuals, families, trusts, estates, and business entities, managing approximately $1.246 billion in assets. The firm employs a disciplined four-step investment process combining active and passive strategies, offering tailored portfolio management and specialized planning services.