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.

Margaret Callahan is a CFP® professional at Brio Financial Group with one year of industry experience. She has previously worked at Focus Partners Wealth, RTD Financial, MOR Wealth Management, and MetLife Investment Management. Prior to her financial advising career, she was employed at the Resnick Academic Support Center for three years. Brio Financial Group serves individuals, trusts, employer retirement plans, and business entities, managing approximately $1.06 billion in discretionary assets for around 800 clients. The firm offers discretionary asset management, standalone financial planning, and retirement plan consulting, utilizing a multi-advisor team and a diversified investment approach that includes fundamental and technical analysis as well as third-party manager due diligence.

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.

Robert Joseph Mendoza is a financial advisor with Brio Financial Group in San Francisco, CA. He holds a Series 66 designation and has 18 years of industry experience. His prior firms include Bailard, Inc., True Wealth Advisory Group, Cetera Advisor Networks, and Raymond James & Associates. Mendoza is also a commissioned notary public. Brio Financial Group serves individuals, high net worth households, trusts, employer retirement plans, and business entities by providing discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $1.06 billion in discretionary assets for about 800 clients using a multi-advisor team and employs a blend of fundamental, technical, and sector analysis alongside third-party manager due diligence in portfolio construction.

Claire Hollander is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 credential with four years of industry experience. She has worked at Liberty Wealth Management since 2020 and has prior experience at Regal Wine Company, the Office of the Oakland Mayor, and various legal offices. Outside of her advisory role, she hosts an investment and lifestyle podcast called The Clear Cut Podcast. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a blended investment approach combining centrally developed and advisor-specific strategies, emphasizing diversification across traditional and private-market investments.

Joseph Wells is a CFP® and CFA® with 21 years of industry experience, currently serving as an advisor at Selby Wealth Management. He has worked with John W. Brooker & Co., CPAs, and operates a sole proprietorship focused on music writing and licensing for TV and film, for which he receives residual payments. Selby Wealth Management advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, managing approximately $545 million on a discretionary basis. The firm provides portfolio management along with financial planning and consulting services, emphasizing customized, long-term investment strategies aligned with clients’ goals and risk tolerance.

Michael Roy is a financial advisor with Main Street Research LLC, holding a Series 65 designation and 13 years of industry experience. His prior work includes roles at Fisher Investments, Canter Wealth, and Zacks Investment Management. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions, managing approximately $2.68 billion across over 1,000 client relationships. The firm delivers tailored investment advice through a multi-advisor team and offers discretionary management emphasizing individual securities alongside diversified strategies such as ESG models and specialized sub-advisors.

Cullen Jowitt is a financial advisor at Gordian Wealth Advisors, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Gordian Wealth Advisors in 2019, he worked at Zeta Global for five years. He is also a partner in Jowitt Consulting, a non-investment-related business. Gordian Wealth Advisors serves primarily high-net-worth individuals as well as trusts and estates, providing discretionary portfolio management, independent manager oversight, and integrated financial planning. The firm employs a blend of fundamental and quantitative analysis to implement diversified, asset-allocation-driven strategies tailored to each client’s objectives and risk tolerance.

Nicole Holloway is a CFP® with 10 years of industry experience, currently serving as an advisor at Natural Investments since 2020. She has worked at Strategy Squad since 2016 and was previously employed by Qualified Planning and Carrie Productions, Inc., where she continues to consult part-time on social media and website maintenance for the entertainment and media business. Natural Investments is a values-focused firm that provides financial planning and portfolio management for individuals, including high-net-worth households, institutions, and charitable entities. The firm emphasizes asset-class diversification and a long-term approach using socially responsible investments, operating under a unique structure as a public-benefit LLC owned by a perpetual purpose trust.

Laurent Harrison is a Series 65-licensed financial advisor with Bell Investment Advisors Inc in Orinda, CA, where he has worked since 2010 and has 15 years of industry experience. He serves as Chairman of the Board of Advisors for Software Next Door, Inc., providing business strategy and planning advice to the company’s senior management. Bell Investment Advisors is an SEC-registered firm offering discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients. The firm customizes investment recommendations based on client-specific factors and provides ongoing account monitoring while incorporating market and economic research.

Jason Saxon is a financial advisor with Private Wealth Partners, LLC, holding Series 63 and Series 65 licenses. He has been with the firm since 2005. Private Wealth Partners provides discretionary portfolio management and financial planning for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts and estates, and corporations. The firm manages approximately $1.92 billion in client assets and employs diversified strategies across equities, ETFs, fixed income, structured notes, private credit, and select covered-call option programs.

Stephen Nguyen is a financial advisor at Twin Peaks Wealth Advisors with four years of industry experience. He holds a Series 66 designation and has prior work experience at Intuit Inc., Adobe Inc., and LPL Financial. 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 focuses on strategic asset allocation through ETFs and institutional mutual funds, utilizing discretionary separately managed accounts with tactical overlays and ongoing rebalancing.

Corey Saft is a CFP® with 14 years of industry experience currently serving as an advisor at Sivia Capital Partners, LLC since 2017. His prior work includes roles at SF Sentry Securities, Inc. and UBS Financial Services. Saft holds the Series 66 designation and operates out of Mill Valley, California. Sivia Capital Partners, LLC provides tailored wealth management services to high-net-worth individuals and families, combining asset management, financial planning, and family office offerings. The firm employs a diverse investment approach that includes public and private assets, digital currencies, and may engage in strategies such as short-term trading and margin when suitable for clients.

Jane Swan is a CFA® charterholder with 11 years of industry experience. She has worked at Veris Wealth Partners, LLC since 2015. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, offering investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented strategies, integrating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.

Paul Touchstone is a CFA® with 20 years of industry experience, currently serving as a partner at Fort Point Capital Partners LLC in San Francisco. His career includes roles at Gordian Investments, Stratifi, Stifel, Stone & Youngberg, and Schroeder Capital Management. 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 fund vehicles across private credit, equity, and real estate. The firm’s investment approach emphasizes risk management, global diversification, active risk control, and tax-aware strategies.

Stephen Chen is a Series 65-licensed financial advisor with eight years of industry experience. He is currently affiliated with Boldin Advisors and has held roles at Newretirement Advisors, LLC since 2018 and Newretirement, Inc. since 2004. Chen serves as CEO of NewRetirement, Inc., an educational website focused on retirement planning. Boldin Advisors offers financial planning and consulting services to individuals, trusts, estates, and small businesses, emphasizing a fiduciary approach with investment strategies based on Modern Portfolio Theory and low-cost indexed funds. The firm provides planning through written reports and fixed or hourly engagements without managing client assets directly.

Gregory Syler is a financial advisor at Eastsound Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms including Pacific Fortune Management and Sowell Management Services. Syler also owns Align Advisor Services, a compliance consulting business serving Registered Investment Advisers. Eastsound Capital Advisors is an SEC-registered firm offering discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation to build client portfolios.