Michael Russo is a financial advisor at Argos Wealth Advisors LLC in San Francisco, holding Series 63 and Series 65 designations with 19 years of industry experience. He has been with Argos Wealth Advisors since 2007. Argos Wealth Advisors provides investment management and financial planning services to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, using a risk-based, strategic asset allocation approach with ongoing portfolio monitoring and oversight of third-party money managers.

Maria Quintana Pilling is a CFA® charterholder with one year of experience at North Berkeley Wealth Management, LLC. Prior to joining the firm, she has owned and operated Urbanspice Nutrition, a nutrition and health coaching practice. She serves clients from Berkeley, CA. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $710.6 million in assets. The firm provides comprehensive financial planning and investment management with an emphasis on long-term, total-return oriented portfolios using a mix of passive and active strategies and offers ESG and carbon-screened options.

Melanie Pelayo is a CFP® professional with 15 years of industry experience. She worked at Financial Perspectives from 2004 to 2019 before joining Mission Creek Capital Partners, Inc., where she is part of an eight-advisor team based in San Francisco, CA. Mission Creek Capital Partners serves institutional and private clients, including pension plans, endowments, foundations, and executives. The firm employs a core-and-satellite investment approach with fundamental bottom-up analysis and a top-down economic overlay, offering a range of services such as discretionary portfolio management, wealth planning, and specialized private equity distribution and post-venture management.

Krishna Gaglani is a financial advisor at Twin Peaks Wealth Advisors in San Francisco, holding the Series 65 and Series 63 designations with one year of industry experience. Prior to joining Twin Peaks Wealth Advisors, Gaglani worked at Mullin Barens Sanford and has held positions at several other firms including Tanager Wealth Management and John Lamb Wealth Management. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, high-net-worth families, trusts, retirement plans, and other entities. The firm employs a strategic asset allocation approach using ETFs and institutional mutual funds, complemented by tactical overlays and rebalancing, and offers various specialized investment and legacy strategies.

Marc Edwards is a financial advisor with GenCap Portfolio Management and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, including 11 years at Winans Investments and five years with GenCap and Front Row Advisors LLC. Edwards also receives solicitation fees for clients introduced to the RIA. GenCap Portfolio Management offers discretionary and non-discretionary portfolio management, financial planning, and subadvisory services to individuals, high-net-worth clients, and other investment advisers. The firm uses fundamental analysis and modern portfolio theory to guide asset allocation and risk management across a range of investment products.

Trevor Simon is a financial advisor at Arca Wealth, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Granite Bay Wealth Management. Prior to entering the financial industry, he was a full-time student for 18 years. Arca Wealth, LLC provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, corporations, and plan sponsors. The firm employs a client-centered process to develop customized asset allocations and utilizes a diverse range of investment tools including mutual funds, ETFs, individual equities, fixed income, and alternative strategies.

Daniel Haut is a financial advisor at Osborne Partners in San Francisco, CA, holding the CFP®, CFA®, and Series 66 designations with 22 years of industry experience. He has been with Osborne Partners Capital Management since 2013. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities, providing personalized, actively managed portfolios and integrated financial planning. The firm employs a range of global allocation strategies across multiple asset classes and serves as a sub-adviser to other investment advisers, including managing an affiliated private pooled investment vehicle.

Charles Moore is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Liberty Wealth Management since 2018, previously at AE Financial Services and Liberty Group, LLC. He is also the owner of Moore Financial Advice, an investment-related financial firm based in San Francisco. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm uses a blend of centrally developed models and advisor-developed strategies, employing quantitative and fundamental analysis to construct diversified portfolios while integrating third-party managers and coordinating with outside professionals.

John Blatter is a financial advisor at Affinity Capital Advisors LLC with a Series 65 credential. He joined Affinity Capital Advisors in 2025 and has a varied background, including experience in solar energy and media. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing over 500 client relationships and approximately $851 million in assets. The firm offers comprehensive portfolio management and financial planning, employing a range of investment strategies that include stocks, bonds, options, and alternative investments.

Lyle Bonn is a financial advisor with GenCap Portfolio Management and holds a Series 63 designation. He has 23 years of industry experience and has been with Front Row Advisors LLC since 2015. Outside of advising, he is involved in West Coast sales for RPG Consultants, a third-party administrator and record keeper unrelated to investment activities. GenCap Portfolio Management, operating as Front Row Advisors LLC, provides discretionary and non-discretionary portfolio management, financial planning, and subadvisory services to individuals, high-net-worth clients, and other investment advisers. The firm employs fundamental analysis and modern portfolio theory to manage diversified portfolios without a stated minimum account size.

Ryan Kelley is a CFA® charterholder with 14 years of industry experience. He has worked at Bell Investment Advisors Inc since 2019 and previously held roles at ALPS Distributors, Inc. and Seafarer Capital Partners LLC. Ryan is based in Orinda, CA and holds Series 65 and Series 63 licenses. Bell Investment Advisors is a team-based SEC-registered adviser serving individual clients, trusts, and institutional accounts. The firm provides investment management and financial planning, employing diversified strategies primarily through ETFs and no-load mutual funds, with customized investment policy statements and ongoing portfolio monitoring.

Vivian Segura is a financial advisor at Brio Financial Group in San Francisco, CA, holding a Series 65 designation. She has been with Brio Financial Group since 2022 and previously worked at Financial Partners Credit Union and the Youth Policy Institute. Brio Financial Group serves individuals, trusts, retirement plans, and business entities, offering asset management through a wrap fee program as well as financial and retirement plan consulting. The firm provides discretionary portfolio management using a combination of direct management and sub-advisers, with a consulting scope that includes estate and tax planning, mortgage and debt analysis, and corporate structure services.

Jack Mcroskey is a financial advisor at Jackson Square Capital, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Third Avenue Management and Consumers Alliance Processing Corporation prior to joining Jackson Square Capital in 2022. Jackson Square Capital provides discretionary and non-discretionary wealth management, investment advisory services, and financial planning to individuals, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $489 million in client assets and tailors portfolios using fundamental and technical analysis across a range of investment vehicles, including equities, fixed income, alternatives, and options strategies.

Daniel Ross is a CFP® with 27 years of experience in financial advising. He is a member of Liberty Wealth Management, LLC, where he has worked since 2018. Prior to this, he held positions at AE Financial Services, Granite Bay Asset Management, and other firms. Ross is also president of Dan Ross CPA APC, a CPA firm providing tax advice and accounting services to individuals and businesses. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed models and adviser-developed strategies, utilizing quantitative and fundamental analysis to construct diversified portfolios, and integrates third-party managers while offering ongoing client education programs.

Margaret Callahan is a CFP® professional at Brio Financial Group with one year of industry experience. Her prior roles include positions at Focus Partners Wealth, RTD Financial, MOR Wealth Management, and MetLife Investment Management. Outside of financial advising, she worked at the Resnick Academic Support Center from 2020 to 2023. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and consulting services. The firm offers asset management exclusively through a wrap fee program and provides a broad range of consulting services, including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

Elizabeth Prindle is a CFP® professional at SAS Financial Advisors, LLC, with nine years of industry experience. She has been with SAS Financial Advisors since 2014. SAS Financial Advisors is a fee-only, SEC-registered adviser serving individuals, high-net-worth clients, and certain pension and profit-sharing plans. The firm focuses on portfolio management and comprehensive financial planning, primarily using passively managed index securities tailored to client-specific objectives and needs.

Diana Freeburg is a CFP® professional with five years of experience in financial advising. She is currently with Equita Financial Network, Inc. and has previously worked with firms including Northstar and Nayya. Outside of her advisory roles, she has been involved with the SF LGBT Community Center. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, investment management, and ongoing consulting. The firm emphasizes market efficiency and strategic asset allocation, employing a network model that supports advisers through paraplanning and community programs.

Wayne Johnson is a financial advisor at Tactivest, LLC with three years of industry experience. He is also a 75% shareholder and practicing attorney at Wayne R. Johnson & Associates, PLC, a law firm specializing in wealth and estate planning, tax planning and controversy, family business, and corporate law. Tactivest provides portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a multi-method investment approach and uses both discretionary strategies and third-party resources to manage approximately $128.5 million across 168 client accounts.

Claire Hollander is a financial advisor at Liberty Wealth Management, LLC with four years of industry experience. She holds a Series 65 credential and has worked at Liberty Wealth Management since 2020. Prior to her advisory role, she held positions in legal and governmental organizations, including the Office of the Oakland Mayor and several law offices. Outside of her advisory work, she hosts The Clear Cut Podcast, an investment-related and lifestyle show. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed and advisor-developed investment strategies, uses both quantitative and fundamental analysis, and offers services such as financial planning, third-party manager referrals, and educational seminars.

Joseph Wells is a CFP® and CFA® with 20 years of industry experience. He currently serves as an advisor at Selby Wealth Management and has prior experience with John W. Brooker & Co., CPAs, PC. Outside of finance, he is involved in music writing and licensing for TV and film, receiving residuals for his work. Selby Wealth Management is a registered investment adviser that 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, offering fiduciary services and ongoing monitoring for its clients.