William Gordon is a Series 65-credentialed advisor with seven years of industry experience. He is currently with Cypress Wealth Services, LLC and previously worked at Perigon Wealth Management, LLC. Outside of his advisory role, he serves as Vice President of Business Development at The Business Advantage Group Ltd. Cypress Wealth Services manages approximately $1.34 billion on a discretionary basis for over 800 clients. The firm offers customized investment management, financial planning, and retirement plan consulting primarily to high net worth individuals, families, trusts, estates, and businesses.

Andrew Houghton is a financial advisor at Delta Investment Management, LLC in San Francisco, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Delta since 2008 and was previously with US Capital Wealth Management, LLC from 2016 to 2018. Delta Investment Management provides discretionary investment management and consulting to individuals, institutions, trusts, and pension plans, and serves as a subadvisor to other firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning within its advisory services.

Jacob Mahoney is a financial advisor with Fort Point Capital Partners LLC in San Francisco, holding Series 63 and Series 65 registrations and 15 years of industry experience. His prior work includes positions at Parcion Private Wealth, Coldstream Capital Management, and Wells Fargo Clearing. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices, emphasizing risk management, global diversification, and tax-aware strategies through discretionary separately managed accounts and private pooled funds.

Henri Moudi is a CFP® and CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Mission Creek Capital Partners, Inc. in San Francisco, where he has been with the firm since 2012. Mission Creek Capital Partners serves a diverse client base including family offices, trusts, executives, pension plans, and institutional investors, providing discretionary investment management, financial planning, and specialized services such as private equity distribution management and portfolio transition strategies. The firm integrates fundamental analysis with tax-aware implementation and risk management, utilizing both active and passive instruments alongside quantitative tools and options overlays.

Troy Murphy is a financial advisor at Black Diamond Financial, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs for four years. Outside of his advisory role, Murphy serves on the Investment Committee of the U.S. Ski and Snowboard Association, owns a personal branding company, and is an advisory board member for Progression LLC, an outdoor recreation organization. Black Diamond Financial provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, and institutional clients. The firm employs a multi-advisor team approach with an emphasis on strategic asset allocation, low-cost index strategies, and selective institutional-quality private investments.

Adrian Azofeifa is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 credential with one year of industry experience. Prior to joining Liberty Wealth Management, he worked at OBI Capital and has experience in educational roles at San Diego State University and Moreau Catholic High School. He is also an insurance agent with Lifetime Planning Marketing, Inc., where he offers insurance and annuity products. 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 employs a combination of centrally developed models and adviser-developed strategies, with access to private market investments and an affiliated alternative-asset manager.

Trenton Spallas is a Private Wealth Advisor at Merrill Private Wealth Management, based in San Francisco. He focuses on providing financial advisory services to founders, corporate executives, and general partners at venture capital and private equity firms. His team specializes in managing complex family financial situations, aiming to simplify clients' financial lives so they can concentrate on their family, business, and community. His areas of expertise include corporate executive services, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, philanthropic planning, portfolio management services, individual and corporate investment strategy, and tax minimization. Trenton holds the Personal Investment Advisor (PIA) designation. Trenton earned both his Bachelor's degree and a Master of Business Administration (MBA) from Willamette University. Outside of his professional work, he has interests in adventure sports, baseball, basketball, fishing, football, golfing, running, and traveling.

Tom O'Brien is a CFP® and ChFC® with 17 years of industry experience. He has worked at Vantage Wealth Management, LLC since 2020 and previously held positions at Securian Financial Services, Sgc, and Minnesota Life Insurance Co. from 2008 to 2020. Vantage Wealth Management serves individuals, including high-net-worth clients, as well as trusts, retirement plans, charities, corporations, and broker-dealers. The firm offers personalized financial planning and asset management, focusing on diversified portfolios with strategic and tactical adjustments across multiple investment platforms.

Nathalie Lai is a financial advisor at Alpha Solutions Investment Advisors with a Series 65 designation and one year of industry experience. Prior to joining the firm, she worked in dental practices, including Tamir Wardany DDS and Union Square Dental Group. Outside of financial advising, she is actively engaged as a practicing dentist at Lands End Dental. 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 and pooled clients, employing a combined fundamental and technical investment approach with a focus on discretionary portfolio management across a range of asset classes.

Stanislav Godsky is a CFP® with 10 years of industry experience, currently affiliated with Liberty Wealth Management, LLC. He has worked with Liberty Wealth Management since 2018 and is also associated with AE Financial Services, LLC and Lifetime Planning Marketing, Inc., where he acts as a licensed insurance agent involved in life insurance and variable product sales. Liberty Wealth Management, LLC 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 managers. The firm offers a combination of centrally developed models and advisor-developed strategies, including access to private market investments and affiliated private funds.

Allan Leung is a CFP® professional at PlanVision, LLC with one year of industry experience. His prior work includes roles at H&R Block, Monroe Wealth Management, and LiveWell Capital. PlanVision provides fee-only financial planning and consulting primarily to high-net-worth individuals through written plans and ad-hoc consultations. The firm emphasizes a long-term, passive investment approach and delivers advice without managing client assets or requiring clients to implement recommendations through PlanVision.

Patricia Delgrande is a CFP® professional with over 27 years of industry experience, currently serving at Chequers Financial Management LLC. She also holds the roles of COO and CFO at DN&E Walter & Co. based in San Francisco. Chequers Financial Management LLC provides tailored advisory services to ultra-high-net-worth individuals and complex multi-generational families, combining customized financial planning with discretionary investment management and Multi-Family Office capabilities.

Elizabeth Ly is a financial advisor at Sentry Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Sentry Advisors and its related entities since 2015. Sentry Advisors provides portfolio management, financial planning, and consulting services to individuals, trusts, pension plans, and charitable organizations. The firm manages approximately $2.41 billion in client assets and emphasizes individualized advice through a combination of fundamental, technical, and modern portfolio theory approaches.

Brandy Navarro is a CFP®, ChFC®, and Series 66 credentialed advisor with 25 years of industry experience. She is affiliated with Vantage Wealth Management, LLC, where she has worked since 2010, and previously worked at LPL Financial and Securian Financial Services. Navarro is also involved in insurance-related activities through Vantage Wealth Management. Vantage Wealth Management is a multi-advisor SEC-registered firm serving individuals, high-net-worth clients, trusts, and businesses. The firm employs customized asset-allocation strategies primarily with mutual funds and ETFs, offering both discretionary and non-discretionary portfolio management as well as financial planning.

Howard Aschwald Jr. is a CFA® charterholder with 28 years of industry experience. He has worked at Delta Investment Management, LLC since 2022 and previously held roles at Lido Advisors, LLC and Quantum Capital Management. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and also serves as a subadvisor to other advisory firms. The firm offers a range of strategies, including systematic ETF-based tactical rotation and concentrated equity mandates, integrating financial planning within its advisory services.

Shana Ballard is a CFP® and Series 66-registered advisor with 15 years of industry experience. She is currently with Mission Creek Capital Partners, Inc., joining the firm in 2025 after previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and other financial firms. Mission Creek Capital Partners serves institutional and private clients, including pension plans, endowments, foundations, executives, entrepreneurs, and governmental entities. The firm employs a core-and-satellite investment approach combined with fundamental bottom-up analysis and top-down economic overlays, offering discretionary portfolio management, wealth planning, and specialized private equity distribution services.

Sevada Haghverdian is a financial advisor with Tactivest, LLC, holding four years of industry experience. His prior work includes roles at Opes Advisors LLC, Golbar & Associates LLP, Pogosian & Company CPA, and Aspiriant LLC. He also provides accounting and tax preparation services outside of his advisory role. Tactivest offers portfolio management and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm employs various investment strategies and utilizes model portfolios and tax-management tools, operating without an account minimum.

Michael Romanchak is a financial advisor at Bcn Financial, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Crown Capital Securities. Outside of finance, he operates Michael Romanchak Photography, a web-based gallery selling his photographs. Bcn Financial provides retirement plan advisory and financial planning services primarily to participants in employer-sponsored plans and members of police and fire associations. The firm’s approach incorporates fundamental, technical, and sentiment analysis with a market-timing strategy focused on mutual funds and ETFs, serving over 200 associations and managing $81.3 million in assets under advisement.

Sydney Woodward is a CFP® and holds a Series 65 license, with four years of industry experience. Woodward has worked at Yeske Buie Inc. since 2021 and has held prior positions at Forum Financial Management, Ehlert Financial Group, Clarendon Wealth Management, Atlantic Union Bank, and Target. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a process driven by written Investment Policy Statements and portfolio construction based on Modern Portfolio Theory, managing over $1 billion with a ten-person advisory team.

Robert Wells is a CFA® charterholder with six years of industry experience. He is currently an advisor at Selby Wealth Management and has previously worked at John W. Brooker & Co., CPAS, PC and Keating Consulting Group. Outside of finance, he has been involved in music licensing and performance since 1993 and works as a Music Licensing Consultant for Austin City Limits Enterprises, managing music publisher relations and licensing. Selby Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio construction using mutual funds, ETFs, and individual securities, and acts as a fiduciary for retirement accounts under ERISA/IRC.