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.

Gage Houser is a CFA® charterholder with 17 years of industry experience. He is currently with HCM Wealth, where he has worked since 2026, following an 18-year tenure at Hutchinson Capital Management and one year at Credit Suisse Securities (USA) LLC. HCM Wealth is an independent, SEC-registered investment adviser serving high-net-worth individuals, families, trusts, retirement plans, charitable organizations, and occasionally state and municipal government clients. The firm emphasizes a capital preservation and value-oriented investment approach through concentrated equity portfolios, laddered investment-grade fixed income, and client-specific Investment Policy Guidelines.

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.

Samantha Keeler is a CFP® professional with six years of industry experience, currently serving at Westhill Financial Advisors, Inc. She previously worked at Merrill Lynch and Bank of America and has experience with firms such as Wells Fargo. In addition to her advisory role, she is also an insurance agent focused on fixed insurance and fixed annuity sales. Westhill Financial Advisors provides personalized financial planning, investment management, and pension consulting to a diverse client base including individuals, businesses, and non-profits. The firm employs a strategic asset allocation process combining passive index and ETF holdings with selected active management, and supports employers and plan sponsors with ERISA fiduciary services and participant education.

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.

Kirk Ludwig is a CFP® and ChFC® with 40 years of experience in financial advising. He has been with Westhill Financial Advisors, Inc. since 2010. He serves as a board member and treasurer of the 55 Corte Real Homeowners Association in a non-paid capacity. Westhill Financial Advisors provides personalized financial planning, investment management, and pension consulting to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm uses a strategic asset allocation process combining passive index and ETF holdings with active managers, tailoring portfolios to client-specific factors such as risk tolerance and tax considerations.

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.

Michael Bristow is a financial advisor at Tamalpais Asset Management with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple firms including Emerson Equity LLC and Calamar Financial Group. Since 2017, he has been a managing partner at Tamalpais Asset Management, overseeing day-to-day operations and client management. Tamalpais Asset Management manages approximately $262.5 million for around 261 client relationships, focusing on high-net-worth households and accredited investors. The firm employs a range of strategies including passive core exposures, options, margin transactions, and private placements, typically operating with discretionary trading authority.

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 Managing Director at Fort Point Capital Partners LLC. His prior experience includes roles at Gordian Investments LLC, Wells Fargo Advisors LLC, 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 emphasizes risk management, global diversification, and tax-aware strategies in its approach.

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.

Daniel Beatty is a financial advisor at Selby Wealth Management with 19 years of industry experience. He has been with Selby Wealth Management since 2024 and also maintains a long-standing role at JOHN W. BOOKER & CO., CPAs, PC, where he has worked since 1983. Selby Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio construction, offering discretionary investment management and fiduciary retirement plan services.

Vivian Fox is a Series 65 licensed advisor with SAS Financial Advisors, LLC., based in San Francisco, CA. She joined SAS Financial Advisors in 2025 and has prior experience at Section 32, LLC., Light Street Capital Management, Collective Health, and KPMG. 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 focuses on portfolio construction using passively managed index securities and fixed income, combining fundamental and technical analysis with long- and short-term strategies, and provides comprehensive financial planning services.

Winston Gaffron is a financial advisor at Delta Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Delta since 2020. Prior to joining Delta, he spent two years as a world traveler and four years at US Endoscopy. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, and also serves as a subadvisor to other advisory firms.