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.

Victor Huang is a financial advisor at Morling Financial Advisors, LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Morling Financial Advisors since 2015. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and pension consulting. The firm employs a client-specific strategic asset allocation using index-based equities and fixed income, mutual funds, ETFs, and alternative investments, with ESG integration available upon request.

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.

Daniel Platt is a CFP® and CFA® with 17 years of experience in the financial services industry. He has worked at Neumann Capital Management since 2019 and previously held roles at Brio Financial Group and Ameriprise Financial Services. Platt is based in Foster City, CA, and holds Series 63 and Series 65 licenses. Neumann Capital Management serves individual and high-net-worth clients, as well as trusts and charitable organizations, offering both comprehensive and essential wealth management programs. The firm employs a strategic asset allocation approach with disciplined rebalancing and in-house research, managing approximately $568.5 million in discretionary assets across five offices.

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.

Tamaki Faneuff is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Catalyst Private Wealth, LLC since 2022 and previously worked at Sanford C. Bernstein & Co., LLC and UBS. Catalyst Private Wealth is an SEC-registered advisory firm that serves individuals, trusts, retirement plans, and institutions with investment management, financial planning, and consulting services. The firm employs both active and passive strategies and multiple analytical methods to tailor diversified portfolios to client goals and risk tolerances.

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.

David Steele is a financial advisor with One Wealth Advisors, LLC in San Francisco, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at J.P. Morgan Securities for 17 years before joining One Wealth Advisors in 2015. Outside of his advisory role, he is a part-owner of a restaurant group and serves on the advisory boards of several restaurant and entertainment-related businesses, as well as a nonprofit organization. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans, offering comprehensive wealth management and financial planning. The firm’s investment approach emphasizes long-term portfolio construction with tactical flexibility, utilizing diversified funds, independent managers, and third-party platforms to implement investment strategies.

Scott Lucia is a CFP® with 21 years of experience in financial advisory. He has been with Andrews, Lucia Wealth Management LLC since 2004, where he is the sole advisor. The firm manages approximately $497 million in discretionary assets for about 190 clients, including individuals, qualified retirement plans, trusts, and small businesses. Andrews, Lucia Wealth Management LLC employs a buy-and-hold investment approach based on modern portfolio theory, primarily using passively managed ETFs and no-load mutual funds, supplemented by separately managed fixed-income portfolios and customized investment policy statements.

Jason Terhune is a CFP® with 14 years of industry experience, currently serving at Capital Advantage, Inc. since 2022. His prior experience includes five years at JPMorgan Chase Bank and two years at Charles Schwab. He is also registered as an Independent Insurance Agent. Capital Advantage, Inc. is an SEC-registered investment adviser offering discretionary investment management and financial planning to a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm combines fundamental and technical analysis with macroeconomic indicators to guide investment decisions, monitoring client accounts regularly with formal reviews at least annually.

Kelly Morton is a financial advisor at Intellectus Partners, LLC in San Francisco, CA, holding a Series 66 designation with 15 years of industry experience. Prior to joining Intellectus Partners in 2015, Morton worked at Deutsche Bank Securities Inc. from 2011 to 2015. 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 to build primarily long-term portfolios and manages approximately $2.98 billion in assets across discretionary and non-discretionary relationships.

Max O'rourke is a financial advisor at Jackson Square Capital, LLC with four years of industry experience. He holds a Series 65 credential and previously worked at PriceWaterHouseCoopers. Jackson Square Capital provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $564.3 million in client assets. The firm customizes portfolios based on risk tolerance and other factors, utilizing a range of investment vehicles and maintaining active oversight of independent managers.

Genecar Vivo is a financial advisor at Echo45 Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 19 years before joining Echo45 Advisors in 2020. Outside of his advisory role, he serves as Treasurer for a political campaign committee. Echo45 Advisors provides comprehensive wealth management, investment management, retirement plan consulting, and financial planning services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a diversified investment approach that includes fundamental, quantitative, and technical analysis, and offers strategies such as custom indexing, alternative investments, and digital assets.

Brian Wang is a CFA® charterholder with four years of industry experience. He has worked at Capital Advantage, Inc. since 2021 and previously was employed at Consilium Wealth Management and Allianz Global Investors. Capital Advantage, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities. The firm integrates fundamental and technical analysis with macroeconomic indicators to inform its investment decisions and monitors client accounts with at least annual reviews.