Andrew Kirchner is a financial advisor at Elevation Wealth Partners, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including ZRC Wealth Management, Assetmark Financial, Envestnet, and FDx Advisors. Elevation Wealth Partners serves individuals, families, high-net-worth clients, small businesses, pension and profit-sharing plans, trusts, and estates. The firm provides fee-only discretionary portfolio management and comprehensive financial planning, emphasizing asset allocation and long-term, academically informed investment strategies.

Thomas Owens is a CFP® professional with five years of industry experience currently serving at Roof Eidam Maycock Peralta LLC. His prior experience includes roles at Burton Enright Welch, Garde Capital, Seattle University, and Look Left Marketing. Roof Eidam Maycock Peralta LLC advises individual investors, charitable organizations, and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm builds customized portfolios using a range of investment strategies and operates a wrap-fee program that covers trading costs for clients.

Walter Au is a financial advisor with Dixon Financial Services in Lafayette, CA, holding a Series 63 designation and 31 years of industry experience. He has worked at Dixon Financial Services since 2000 and has been with Assante Capital Management Inc. since 2001. Dixon Financial Services serves individuals, trustees, charitable organizations, business owners, and corporations by providing investment advisory services focused on individualized investment policy statements, portfolio management through asset allocation, and coordination with clients’ professional advisors. The firm emphasizes strategic asset allocation using mutual funds and ETFs within a Modern Portfolio Theory framework and manages approximately $1.086 billion in client assets.

Brian Baylis is a financial advisor at Bell Investment Advisors Inc with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bell Investment Advisors since 2007. Bell Investment Advisors is an SEC-registered firm that provides discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients. The firm customizes investment recommendations based on clients’ circumstances and conducts ongoing account monitoring while considering market and economic trends.

Gregory Powell is a financial advisor at Sentry Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sentry Advisors since 2015. In addition to his advisory role, he serves as a principal in a life and health insurance business. Sentry Advisors provides investment advisory and financial planning services to individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs an individualized investment process using fundamental, technical, and model-based methods, managing a mix of discretionary and non-discretionary assets across various asset classes.

John Kenny is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Illumination Wealth Management, where he has worked since 2022. Prior to this, he held roles at Savvy Investments & Planning LLC and MML Investor Services. Illumination Wealth Management serves individuals, high-net-worth clients, trusts, corporations, and retirement plans by providing comprehensive Financial Life Management that integrates financial planning and ongoing investment management. The firm employs client-specific investment policy statements and a strategic asset allocation approach with tactical adjustments, monitoring portfolios regularly with a focus on long-term allocation.

Ariana Alisjahbana is a financial advisor at North Berkeley Wealth Management, LLC, holding CFP® and Series 65 credentials with four years of industry experience. Her prior roles include positions at BrightPlan and Rocket Lawyer, as well as experience in travel and at Alibaba Group. North Berkeley Wealth Management provides comprehensive financial planning and investment management services to a diverse client base, utilizing a customized asset allocation process that incorporates both passive and active strategies along with ESG options. The firm manages approximately $830 million in client assets and emphasizes maintaining client custody with reputable custodians such as Charles Schwab.

Jennifer Mitchell is a financial advisor at Castle Rock Wealth Management, LLC with 32 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at firms including First Allied Advisory Services and Round Hill Securities. Outside of her advisory role, she serves as an arbitrator for FINRA and is a youth soccer referee with the Mustang Soccer League. Castle Rock Wealth Management provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and business entities. The firm manages over $500 million across approximately 1,882 clients through a team of eight advisors, utilizing a combination of fundamental and technical analysis with active trading strategies.

Eleanor Hall is a financial advisor at One Wealth Advisors, LLC in San Francisco, CA, holding a Series 65 credential with three years of industry experience. She has been with One Wealth Advisors since 2021 and previously worked at WeWork from 2019 to 2021. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, offering comprehensive wealth management, financial planning, and portfolio management with a primarily long-term investment approach enhanced by tactical overrides. The firm manages approximately $1.25 billion for about 406 clients through a team of 11 advisors, focusing on wealthier, more concentrated relationships.

Michael Dixon is a financial advisor with Dixon Financial Services, holding a Series 63 designation and 38 years of industry experience. He has worked at Assante Capital Management Inc. since 2001 and has been president and officer of Dixon Financial Services since 1990. Dixon Financial Services serves individuals, trustees, charitable organizations, business owners, and corporations by providing investment advisory services focused on individualized Investment Policy Statements and ongoing portfolio management using a strategic asset allocation approach. The firm manages over $1 billion in assets with a team of five advisors and emphasizes quarterly account reviews, financial simulations, and educational events for its clients.

Lonbaye Yarnway is a financial advisor at SyntheticFi LLC with nine years of industry experience and holds a Series 66 designation. Prior to joining SyntheticFi in 2026, Yarnway worked at Yarnway Wealth Management, Onyx Advisor Network, Altruist, and Berknell Financial Group. SyntheticFi provides investment advisory and sub-advisory services to registered investment advisers, individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans and offers automated monitoring and custom hedging strategies involving exchange-traded S&P 500 index and FLEX options.

Erny Malakoff is a financial advisor with Malakoff Wealth based in Castro Valley, CA, holding a Series 63 designation and offering 40 years of industry experience. His career includes roles at LPL Financial spanning over three decades and leadership positions at Master Wealth, LLC and Malakoff & Associates. He also serves as a preacher at a Masonic residence outside of his financial advisory work. Malakoff Wealth provides financial planning and consulting services primarily to individuals, trusts, nonprofits, banks, business entities, and pension plans, delivering written plans and periodic reviews without managing client assets. The firm focuses on fundamental analysis and manager evaluation, recommending diversified allocations and offering advice through hourly, fixed-fee, or retainer engagements rather than discretionary portfolio management or percentage-of-AUM fees.

Robert Bradford is a financial advisor at Affinity Capital Advisors LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Private Ocean and Morgan Stanley Private Bank. Bradford has been with Affinity Capital Advisors since 2018. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing over $850 million in assets across more than 500 client relationships. The firm provides comprehensive portfolio management and financial planning, utilizing a mix of fundamental, technical, and charting analysis with a variety of investment vehicles, including alternatives and options.

Cesar Dantes is a Series 63-licensed financial advisor with 29 years of industry experience. He has been with Prosperity Financial Group, Inc. in San Ramon, CA since 2010. Prosperity Financial Group serves individuals, including high-net-worth clients, trusts, estates, and business entities, providing asset management, financial planning, and consulting services. The firm manages approximately $503 million in discretionary assets through a team of seven advisors, offering customized portfolios and oversight of third-party money managers.

Jeremy Fletcher is a CFA® charterholder with 15 years of industry experience. He has been with Asset Dedication, LLC since 2010. Asset Dedication provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs its Asset Dedication strategy, which aligns equity allocations with investment-grade fixed-income securities to meet clients’ cash-flow needs, and serves a large client base with a small advisory team through standardized sub-advisory arrangements.

Samuel Stanton is a CFP® and holds a Series 66 designation with six years of industry experience. He currently serves at Inflection Capital Management, LLC and has previously worked at Morgan Stanley, Lake Street Advisors, and Eaton Vance Management. Outside of his advisory role, Stanton coaches youth lacrosse through 3STEP Sports, LLC. Inflection Capital Management serves high-net-worth families, family offices, trusts, endowments, businesses, and private funds. The firm combines a written investment policy approach with diversified portfolio construction and integration of third-party managers, employing AI for operational tasks alongside human review.

Timothy Mcdowell is a financial advisor at Fort Point Capital Partners LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Gordian Investments LLC and Cypress Point Capital Management LLC. He is a managing partner at Fort Point Capital Partners, where he oversees the firm and its investment activities. 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 private pooled investment vehicles. The firm focuses on risk management, global diversification, and tax-aware strategies, and sponsors private fund vehicles including fund-of-funds with specialized fee structures.

Devin Hanson is a CFP® with 10 years of industry experience, currently serving at Elevation Wealth Partners, LLC since 2025. Prior to this, he worked at Wealth Enhancement Brokerage Services and Wealth Enhancement Advisory Services for three years, and Financial Advocates Investment Management for six years. He has held roles at LPL Financial, llc, and John Cordeiro during his career. Elevation Wealth Partners serves individuals, families, high-net-worth clients, small businesses, and various types of plans, offering fee-only discretionary portfolio management and comprehensive financial planning. The firm manages approximately $670 million in assets and focuses on long-term, academically informed investment strategies with integrated tax and accounting services.

David Hedger is a CFP® and ChFC® with 36 years of experience in the financial services industry. He is affiliated with Liberty Wealth Management, LLC and has held roles at AE Financial Services, Liberty Group, and Granite Bay Asset Management Group. In addition to his advisory work, he is involved in health insurance sales and insurance marketing activities. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients. The firm offers investment management, financial planning, retirement plan services, and educational seminars, utilizing a combination of centrally developed models and adviser-developed strategies, with access to private market investments and affiliated business networks.

Heidi Crawford is a financial advisor with Bell Investment Advisors Inc in Orinda, CA. She holds a Series 65 designation and has 13 years of industry experience, including twelve years with Bell Investment Advisors and one year at Secure Investment Management, LLC. Bell Investment Advisors is a team-based SEC-registered firm that serves individual clients, trusts, and institutional accounts with investment management and financial planning services. The firm employs diversified strategies primarily using exchange-traded funds and no-load mutual funds, customizing investment policy statements and monitoring portfolios based on clients’ changing objectives.