Daniel Young is a CFP® with 22 years of industry experience. He is currently with Delta Investment Management, LLC, where he has worked since 2022. Prior to that, he held positions at Lido Advisors and Quantum Capital Management. Delta Investment Management provides discretionary investment management, financial planning, and investment consulting to individuals, institutions, trusts, and pension plans, often onboarding clients with a minimum account size of $50,000. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple distinct strategies, including ETF-based tactical approaches and concentrated equity mandates, and serves as a subadvisor to other investment advisors.

Robert Moses Jr. is a CFA® charterholder with 13 years of industry experience. He is a member of the team at Alpha Solutions Investment Advisors and has held roles there since 2013. Outside of his advisory work, he oversees inventory management at ShopRite, a non-investment related business. 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 clients, offering discretionary portfolio management and customized wealth planning with a focus on exchange-traded instruments and alternative assets.

Rachel Shin is a CFP® and holds a Series 65 license, with five years of experience in financial advising. She has worked at Brio Financial Group since 2023 and previously held roles at Yeske Buie Inc., FMB Wealth Management, and McCarthy Wealth Management. Outside of her advisory career, she was involved with Kickin' Crab from 2015 to 2019. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and consulting services. The firm offers discretionary portfolio management through a wrap fee program and delivers a broad range of consulting, including estate and tax planning, mortgage and debt analysis, and corporate structuring.

Mark Pitre is a CFP® with 37 years of industry experience, currently serving at California Financial Advisors. He has worked with Foothill Securities and has been with Maloon, Powers, Pitre & Higgins, LLC dba CFA since 1998. In addition to his advisory role, he is involved in insurance sales and servicing existing contracts on a limited basis. California Financial Advisors is an SEC-registered firm that provides portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm manages over $2 billion in assets and utilizes a tailored investment approach focused on asset allocation, fund analysis, and due diligence of third-party managers.

Kevin Redila is a financial advisor with Morling Financial Advisors, LLC, holding a Series 65 designation and beginning his industry experience in 2024. Before joining Morling, he worked at Fremont Bank and had a brief tenure at Chabot College. Outside of his advisory role, he operates an e-commerce business focused on collectible trading cards, where he live streams and sells cards online. Morling Financial Advisors serves a diverse client base including individuals, families, businesses, and nonprofit organizations, offering discretionary investment management, financial planning, and pension consulting. The firm emphasizes client-specific strategic asset allocation using a mix of index-based strategies, mutual funds, ETFs, and alternatives, with ESG integration available upon request.

Sanjeev Rao is a financial advisor at Lavelle Capital with 19 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co., LLC for 15 years before joining Lavelle Capital and its predecessor. Lavelle Capital serves entrepreneurial families and their related entities, providing discretionary investment management of public market portfolios and access to private investments. The firm combines public-market allocations with selectively sourced private opportunities, emphasizing long-term capital appreciation, diversification, and risk management.

John Mcnertney is a CFP® with 19 years of industry experience, currently serving at Green Ocean Global Advisors LLC since 2022. He previously worked at Freestone Capital Management and Polaris Greystone Financial Group, LLC. Green Ocean Global Advisors LLC offers discretionary portfolio management, financial planning, and referrals to third-party investment managers for individuals, high-net-worth clients, and charitable organizations. The firm integrates fundamental, quantitative, modern portfolio theory, and technical analysis to construct portfolios that include mutual funds, ETFs, equities, fixed income, and non-U.S. securities, managing approximately $52.9 million across a three-advisor team.

Karen Franco is a financial advisor with Navigation Group LLC in Redwood Shores, CA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has worked with LPL Financial LLC since 2006 and has been involved with Navigation Group, Inc. since 2003. Outside of her advisory roles, she is involved in operating Whispering Hills Horse Ranch. Navigation Group provides discretionary investment management and comprehensive wealth planning primarily for individual and high-net-worth households, as well as pension plans, business entities, and investment companies. The firm’s investment approach emphasizes strategic asset allocation with a combination of passive index funds and actively managed mutual funds or ETFs, coordinated with tax and estate planning considerations.

John Burns is a financial advisor with Asset Dedication, LLC in San Francisco, CA, holding Series 65 and Series 66 designations and possessing 21 years of industry experience. He has been with Asset Dedication since 2009. Asset Dedication serves individual and high-net-worth clients, trusts, estates, charitable organizations, and small institutions by providing investment management and financial planning. The firm employs an Asset Dedication strategy that aligns equity exposures with investment-grade fixed income to meet clients’ cash-flow needs, utilizing a long-term, asset-class based equity approach and a Critical Path Analysis process for financial scenario modeling.

David La Placa is a financial advisor at Intellectus Partners, LLC with 32 years of industry experience. He has worked at Intellectus Partners since 2015 and previously spent 11 years at Deutsche Bank Securities Inc. La Placa holds a Series 63 designation. Outside of his advisory role, he is involved in several business ventures, including managing software development projects and serving on advisory boards for various technology firms. Intellectus Partners provides wealth management, financial planning, investment consulting, and wealth coaching to high-net-worth individuals, trusts, estates, and private funds. The firm combines fundamental and quantitative analysis with proprietary algorithms and alternative data to construct portfolios that include ETFs, mutual funds, privately placed securities, cryptocurrency exposure, and options.

Eric Rudney is the sole advisor at Rudney Associates with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Rudney Associates since 2002 and Gillett Financial since 1995. Rudney Associates provides investment advisory and retirement plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts and estates, business entities, and charitable organizations. The firm employs both fundamental and technical analysis across mutual funds, ETFs, equities, and fixed-income securities, and manages approximately $868 million in assets for about 458 client relationships.

Zaineb Sohail is a financial advisor at Kaizen Financial Strategies, LLC with four years of industry experience. She holds a Series 65 designation and has been with Kaizen Financial Strategies since 2020. Outside of her advisory role, she is also involved with Ivy Admissions. Kaizen Financial Strategies serves individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations, offering financial planning, retirement plan consulting, and portfolio management primarily through its wrap-fee program. The firm employs a combination of fundamental, technical, sector, and qualitative analysis alongside various investment strategies, including the use of derivatives and borrowing within managed accounts.

Jamshid Kekobad is a financial advisor with Grant Private Wealth Management in Pleasanton, CA, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior roles include positions at Point Digital Finance and Strategic Advisers, Inc., as well as experience with Fidelity Brokerage Services LLC. Grant Private Wealth Management is a registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach is tailored to each client’s goals and risk tolerance, integrating various analytical methods, and it offers public educational seminars and workshops focused on general investment topics.

Erica Arroyo is a financial advisor at MA Private Wealth, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at MA Private Wealth since 2018, following four years at Ameriprise Financial Services, Inc. MA Private Wealth, LLC manages approximately $584 million for about 350 clients, offering discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm serves individuals, families, trusts, and select entities, using a tailored, long-term investment approach based on fundamental analysis and detailed client profiling.

Rustin Mc Manis is a CFP® professional with experience at Yeske Buie Inc. since 2024. Prior to joining Yeske Buie, he held positions at Edward Jones and Barnes & Noble. He has also been involved in academic roles at Liberty University, De Anza College, and California Lutheran University. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a disciplined investment process using ETFs and mutual funds based on Modern Portfolio Theory and manager due diligence, and manages over $1 billion with a ten-person advisory team.

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.

Michael Maloon is a CFP® and ChFC® with 39 years of industry experience. He is affiliated with California Financial Advisors and has held roles at Foothill Securities and his own firm Maloon, Powers, Pitre & Higgins, LLC dba CFA. He also maintains insurance agent roles with Lincoln National Life Insurance Company and Jackson National Life Insurance Company, providing service for existing insurance and annuity business. California Financial Advisors is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses. The firm manages over $2 billion in assets and employs an investment approach that includes asset allocation, mutual fund and ETF analysis, and third-party manager due diligence tailored to client objectives and tax considerations.

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 licenses and 14 years of industry experience. Prior to joining Fort Point Capital Partners in 2026, he worked at Parcion Private Wealth for six years and Coldstream Capital Management for two years, among other roles. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk management, global diversification, and tax-aware strategies, offering discretionary separately managed accounts and managing private pooled vehicles across a range of alternative asset classes.

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.