Kenneth Gott is a CFP® professional with 19 years of experience in financial planning and investment management. He has been with Meritas Wealth Management, LLC since 2015. Outside of his advisory role, he participates as a mentor in the Financial Planning Association’s Residency Program, where he develops and delivers financial planning case studies for CFP® professionals and candidates. Meritas Wealth Management provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm emphasizes long-term, diversified portfolios based on written Investment Policy Statements and primarily uses no-load mutual funds and passive strategies informed by academic research.

Mitchell Bortolotto is a financial advisor at Stonebridge Financial Group with 11 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa-Advisors, LLC. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, offering discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a mix of quantitative and qualitative investment approaches and manages portfolios across various asset classes, often utilizing independent sub-advisors through third-party programs.

Monique San Miguel Lopez is a financial advisor at SAS Financial Advisors, LLC., holding a Series 66 designation with nine years of industry experience. She has worked at SAS Financial Advisors since 2020 and previously held roles at ForUsAll and Charles Schwab. 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 pension and profit-sharing plans. The firm focuses on portfolio construction using passively managed index securities and fixed income, combining fundamental and technical analysis with both long- and short-term strategies.

Dawn Hale is a financial advisor with BCN Financial, Inc. in Alameda, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Her career includes roles at LPL Financial, Crown Capital Securities, and Quest Securities. BCN Financial provides retirement plan advisory and financial planning services primarily to participants in employer-sponsored retirement plans and members of public safety associations. The firm’s investment approach focuses on mutual funds and ETFs with a mix of fundamental, technical, and sentiment analysis combined with market timing, serving a client base distinct from typical high-net-worth individuals.

Michael Macdonald is a financial advisor with Financial Transparency, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has held various roles including trustee, personal representative, and managing his own financial management firm. Macdonald also serves as trustee of a self-directed profit-sharing plan and is an insurance agent. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and organizations through a network of independent advisory representatives. The firm employs asset allocation strategies based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering discretionary asset management, financial consultations, and pension consulting across multiple customized investment programs.

Christopher Worthington is a financial advisor at Stonebridge Financial Group with 10 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa-Advisors, LLC. Worthington is also a part owner in a multifamily real estate investment. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, offering discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a mix of quantitative and qualitative investment approaches and manages client portfolios across a range of asset classes while providing ongoing monitoring and reporting.

Bradley Stephens is a financial advisor at Tamalpais Asset Management with 21 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Nationwide Investment Services Corporation and Calamar Financial Group. At Tamalpais, he serves as a Retirement Plan Consultant, assisting small and mid-sized businesses with retirement plans and providing wealth management services to individuals. Tamalpais Asset Management is a team-based SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, endowments, and qualified retirement plan sponsors. The firm emphasizes passive investing with DFA mutual funds and ETFs, incorporates modern portfolio theory and quantitative analysis, and offers customized portfolio management with regular monitoring and reporting.

Natalie Masarweh is a financial advisor at Chequers Financial Management LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at BMO Bank N.A. and Northwestern Mutual Investment Services LLC. Chequers Financial Management LLC provides bespoke advisory services to ultra-high-net-worth individuals and complex, multi-generational families, focusing on personalized financial planning and discretionary investment management that includes passive asset-class funds and alternative investments for qualified clients. The firm offers tailored service tracks such as Personal CFO/Corporate Executive and Multi-Family Office services, addressing wealth transfer, estate planning, and ongoing financial administration.

Lucas Mc Nulty is a Series 65-licensed financial advisor with Liberty Wealth Management, LLC, based in Oakland, CA. He has one year of industry experience and has been with Liberty Wealth Management in multiple periods since 2022. Prior to his advisory role, he worked at Tilden Golf Course and attended the University of California Los Angeles. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm combines centrally developed models with advisor-driven strategies, emphasizing diversification and using Investment Policy Statements to document objectives.

Anthony Schliesser is a CFP® affiliated with The Pacific Center for Financial Services in Danville, CA. He has experience with several firms, including Aspiriant and Axa Advisors, and has been with The Pacific Center for Financial Services since 2026. The Pacific Center for Financial Services advises individuals, high-net-worth families, family trusts, and retirement accounts, providing financial planning, consulting, and investment management services. The firm manages over $1 billion in assets and operates a Managed Account Program focused on diversified, asset-allocation-based portfolios using mutual funds, stocks, ETFs, and bonds.

David Hollander is a financial advisor with Liberty Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes leadership roles across multiple affiliated companies, including ownership and management of legal, tax, insurance, and alternative asset entities. Outside of his advisory work, he serves on the finance committee of the Julia Morgan School and is involved with a private racecar club as an owner and board member. He also hosts the weekly Protect Your Assets Radio Show and Podcast. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, offering both discretionary and non-discretionary portfolio management. The firm integrates centrally developed and representative-created investment strategies, with an emphasis on diversification and use of third-party managers, and operates a group of affiliated professional businesses providing legal, tax, real estate, and insurance services.

Allan Moskowitz is a CFP® with 26 years of experience in the financial industry. He is currently with Mason & Associates, Inc., where he has worked since 2025. His prior experience includes roles at Transformative Wealth Management LLC, Protected Investors of America, and Financial West Group. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering personalized financial planning and investment management through a process based on Modern Portfolio Theory and client-specific Investment Policy Statements. The firm employs an open-architecture platform and routinely engages in private placements and illiquid investments.

Benjamin Cohen is a financial advisor at North Berkeley Wealth Management, LLC, holding a Series 65 designation and entering his first year in the industry. His prior work experience includes roles at FE Forbes Company and Enterprise Mobility. North Berkeley Wealth Management provides financial planning and investment management services to a diverse client base including individuals, families, professionals, and organizations. The firm employs a customized asset allocation approach, combining passive and active strategies with documented investment policies and offers specialized ESG investment options.

Troy Copeland is an advisor at O'Donnell Financial Services, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Independent Financial Group, LLC since 2016. He is also a licensed insurance agent offering various insurance products. O'Donnell Financial Services provides wrap asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, and business entities. The firm offers tailored advisory services through discretionary and non-discretionary mandates, employing a range of investment strategies from long-term buy-and-hold to short-term trading.

Jacob Schwartz is a financial advisor at Green Ocean Global Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Green Ocean Global Advisors, he held positions at Springfield Pepsi-Cola, Federated Fiducial, and Bank of Springfield. He also has experience working at Brookens Library and the University of Illinois Springfield. Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and referrals to third-party investment managers for individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, quantitative, modern portfolio theory, and technical analysis to manage portfolios aligned with client risk profiles.

Jennifer Dazols is a CFP® with four years of experience in the financial industry. She has worked at Equita Financial Network since 2023 and previously at Sincerus Advisory from 2021 to 2023. Prior to her financial advisory roles, she spent 13 years at eBay. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives and risk tolerance.

Candace Hamilton is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has previously worked at Foreside Fund Services, Champlain Investment Partners, Alliance Global Partners, and Wamu Investments. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm blends centrally developed investment models with advisor-specific strategies, emphasizes diversification across traditional and private-market investments, and utilizes both discretionary portfolio management and non-discretionary advisory engagements.

Ira Fateman is a CFP® with 21 years of industry experience, currently serving at SAS Financial Advisors, LLC. He has worked at Shone Asset Management and San Francisco State College, and he was involved with Congregation Sherith Israel for 15 years. 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 emphasizes portfolio construction using passively managed index securities and fixed income, combined with both fundamental and technical analysis, and provides comprehensive financial planning with regular account reviews.

Franco Cirelli is a CFP®-credentialed financial advisor with Augustine Asset Management Inc, based in San Francisco, CA. He has eight years of industry experience and co-founded SeatSub, Inc., an online live event season ticket service. Additionally, he has taught business classes as a lecturer at City College of San Francisco since 2003. Augustine Asset Management serves high-net-worth individuals, families, and institutional clients with fee-only investment management and portfolio advisory services. The firm uses a research-oriented process combining macroeconomic and fundamental analysis to manage active global equity and fixed-income strategies, with a particular emphasis on public-sector clients.

Scott Bowhay is a financial advisor with Investor Fan who holds Series 63 and Series 65 credentials and has 47 years of industry experience. His prior work includes roles at Wells Fargo Advisors Financial Network LLC and MSH Capital Advisors. He is also the managing partner of Bowhay Investments LLC, where he provides investment advisory services to individuals and foundations. Investor Fan offers investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm uses a portfolio approach based on Modern Portfolio Theory, incorporating fundamental, technical, cyclical, and macroeconomic analysis, and typically reviews client accounts quarterly or more frequently.