Brian Kozel is a CFP® professional with 10 years of industry experience, currently serving at North Berkeley Wealth Management, LLC. He has been with North Berkeley Investment Partners since 2011. 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 offers comprehensive financial planning and investment management with a focus on long-term, total-return oriented portfolios that combine passive and active strategies, including options and ESG screening for clients who request social considerations.

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.

Andrew Stout is a financial advisor at Tactivest, LLC with 28 years of industry experience. He has previously worked at Raymond James and has been affiliated with Tactivest since 2019. Stout serves on multiple nonprofit boards, including the LAPD Hollywood Division Police Activity League and the University of the Pacific Arthur A Dugoni School of Dentistry, and is president of the Leonard & Ilona Ling Family Foundation. Tactivest provides portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a diverse investment approach incorporating fundamental, technical, quantitative analysis, and modern portfolio theory, managing approximately $128.5 million across about 168 client accounts.

Richard Kuchen Jr. is a financial advisor at Private Wealth Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Private Wealth Partners since 2015. Private Wealth Partners provides discretionary portfolio management and financial planning services to 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 a range of strategies, including equities, ETFs, fixed income, structured notes, private credit, and select covered-call option programs.

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.

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.

Cagatay Koc is a financial advisor at North Berkeley Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Strategic Wealth Planning, LifePro Financial Services, and Faubourg Private Wealth, among others. 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 focuses on long-term, total-return oriented portfolios using a combination of passive and active strategies, documented Investment Policy Statements, and systematic rebalancing, with options for ESG and carbon-screened investments.

Jeffrey St. Claire is a financial advisor at Blume Capital Management, Inc. in Berkeley, CA, holding a Series 65 designation with 12 years of industry experience. He has been with Blume Capital Management since 2004. Blume Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, pension plans, charitable foundations, and private investment funds. The firm emphasizes a long-term, value-oriented equity approach combined with diversified asset allocation and the treatment of cash as an asset class, using mutual funds, ETFs, individual securities, and alternative investments for qualified clients.

Max Isaacman is a financial advisor at Fiscal Wisdom Wealth Management LLC with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Portsmouth-Smartlife Financial Group, Fidelity Investments, and Scottrade. Outside of advising, Max is an author who writes and publishes financial literature. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm uses tailored portfolio strategies that include a variety of investment options and conducts regular account reviews and rebalancing.

Kevin Cohen is a financial advisor with One Wealth Advisors, LLC in San Francisco, holding a Series 63 designation and 14 years of industry experience. He has been with One Wealth Advisors since 2015. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers comprehensive wealth management, financial planning, and portfolio management with a primarily long-term investment approach, incorporating diversified assets and independent managers tailored to client needs.

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.

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.

Jennifer Schmitz is a financial advisor at GenCap Portfolio Management with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Front Row Advisors LLC since 2017, Urban Concepts LLC since 2015, and I2 I Analytics, LLC from 2007 to 2017. She is also an owner of a real estate design and development company in Wilmington, Delaware. GenCap Portfolio Management provides 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 manage diversified portfolios without a stated account minimum.

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.

Paul Grace is a financial advisor at Aspirean Wealth, LLC with 25 years of industry experience. He has been with Aspirean Wealth, formerly Grace Financial Associates, since 2014 and previously operated Tamalpais Tax Services, Inc. for over three decades. In addition to his advisory role, he provides tax preparation services and offers life insurance, fixed annuities, long-term care, and disability products. Aspirean Wealth serves individuals, high net worth clients, and employer-sponsored retirement plans with comprehensive portfolio management, financial planning, and retirement consulting. The firm employs a long-term, asset-allocation-driven investment approach using diversified, passively managed funds and third-party money managers.

Troy Murphy is a financial advisor at Black Diamond Financial, LLC with five years of industry experience. He held roles at Goldman Sachs and the University of Utah prior to joining Black Diamond Financial. Murphy serves on the investment committee of the U.S. Ski and Snowboard Association and is the owner of a personal branding company, Donny Pelletier Enterprises, LLC. He also serves on the advisory board of 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 emphasizing strategic asset allocation, low-cost index-based investments, tax-aware portfolio construction, and selective use of private investments.