Tina Chan is a financial advisor at Intellectus Partners, LLC with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Intellectus Partners since 2015, following three years at Deutsche Bank Securities Inc. Intellectus Partners provides wealth management, financial planning, investment consulting, and wealth coaching primarily to high-net-worth individuals, trusts, estates, and private funds. The firm combines fundamental and quantitative analysis, including proprietary algorithms and alternative data, to manage portfolios with a focus on long-term strategies while allowing for short-term trading when appropriate.

Brandon Hagerla is a financial advisor at Moment Partners, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, Sally Tomatoes, First Arkansas Financial, and the University of Central Arkansas. Moment Partners provides investment management and financial advisory services to individuals, high-net-worth clients, families, trusts, foundations, corporations, and plan sponsors. The firm focuses on risk-adjusted, tax-efficient asset allocation using a combination of active and passive strategies, with ongoing portfolio monitoring and rebalancing.

Hunter Steadley is a CFP®, CFA®, and Series 66 licensed advisor with 13 years of industry experience. He currently serves as Managing Director at The Oglethorpe Collective, LLC, a role he has held since 2025. His prior experience includes positions at Lake Street Advisors Group, Johnson Financial Group, Personal Capital Advisors Corporation, and New York Life. He is part of Inflection Capital Management, LLC, which serves family offices, high-net-worth individuals, and institutional-style family clients with comprehensive financial planning and portfolio management. The firm employs an IPS-driven, manager-of-managers approach that incorporates a broad range of investment tools and utilizes both third-party research and AI-supported operational processes.

Justin Kunz is a financial advisor at Inflection Capital Management, LLC with 21 years of industry experience. He has held positions at BlackRock and Fidelity Investments before joining Inflection Capital in 2024. Kunz serves as a board member of the Olympic Club Foundation, participating in committees that recommend grants, and acts as a senior advisor for Graeagle Land and Water, assisting with governance planning. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients, providing comprehensive financial planning and portfolio management driven by investment policy statements. The firm employs a manager-of-managers approach combined with detailed family assessments and utilizes a broad range of investment tools and technology to support its relatively concentrated client base.

Charles Else is a financial advisor at Osborne Partners with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Osborne Partners Capital Management, LLC since 2007. Osborne Partners manages approximately $2.36 billion for a diverse client base including individuals, families, trusts, foundations, and retirement plans. The firm offers personalized, actively managed investment portfolios and integrated financial planning, employing a range of global allocation strategies and serving as a sub-adviser to other investment advisers.

Daniel Yeoman is a financial advisor at Asset Dedication, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Asset Dedication since 2012. 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 number of clients per advisor primarily through standardized sub-advisory arrangements and institutional custodial integrations.

Junlong Tan is a financial advisor with Intellectus Partners, LLC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at Asurion and Barclays Capital Inc. Outside of advising, he is involved in managing real estate investment and project companies as an owner and manager. Intellectus Partners serves high-net-worth individuals, trusts, estates, and private funds with wealth management, financial planning, investment consulting, and wealth coaching. The firm combines fundamental and quantitative analysis, including proprietary algorithms and alternative data, to build primarily long-term portfolios and manages nearly $3 billion in assets across discretionary and non-discretionary relationships.

Jonathan Tunney is a CFA® charterholder with 18 years of industry experience. He has been with Atlas Capital Advisors LLC since 2003. In addition to his advisory role, Tunney is involved in a foreign exchange risk advisory business, Atlas Risk Advisory LLC, which assists treasury and financial teams in optimizing their FX and commodities hedging strategies. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and corporate entities. The firm employs evidence-driven portfolio management focused on total-portfolio asset allocation and offers customized, tax-aware strategies with a range of investment instruments and specialized services.

Stephen Mantzouris is a financial advisor at Liberty Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked with multiple firms, including Infinity Financial Services and O'Donnell Financial Services. Outside of advisory services, Mr. Mantzouris is a licensed real estate broker in California and maintains insurance licenses with Lifetime Planning Marketing, Inc. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm combines centrally developed investment models with advisor-specific strategies, emphasizing diversification and utilizing third-party managers and custodial platforms for portfolio implementation.

Yucheng Yang is a financial advisor at SyntheticFi LLC in San Francisco, holding a Series 65 designation with two years of industry experience. He is also the Chief Executive Officer of Cyclone Technologies, Inc, the parent company of SyntheticFi LLC. Additionally, Yang manages Converge Fashion, LLC, a wholesale trade business. SyntheticFi LLC provides investment advisory and sub-advisory services to individuals, corporations, small businesses, and other registered advisers. The firm specializes in portfolio management through a box spread option strategy and employs proprietary software for automated monitoring and custom hedging strategies using exchange-traded and FLEX options.

Joseph Raymond is a financial advisor at Caldwell Sutter Capital, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Santa Monica Partners, Brandes Investment Partners, Brandes Institute, and Utah Tech University. Outside of his advisory role, he serves as the editor of a book published by Santa Monica Partners and receives a share of the profits from its sales. Caldwell Sutter Capital primarily serves high-net-worth individuals, families, and related entities, as well as corporate and municipal clients. The firm employs a bottom-up, fundamental value approach focused on individual equity and fixed-income research, offering customized portfolio management and financial planning through several distinct strategies.

Gregory Harder is a financial advisor at Caldwell Sutter Capital, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at NBC Securities, Inc. and Edward Jones. Outside of his advisory role, he is self-employed as a life insurance agent. Caldwell Sutter Capital primarily serves high-net-worth individuals, families, and related entities, as well as corporate and municipal clients. The firm employs a bottom-up, fundamental value investment approach with a long-term, buy-and-hold orientation, managing approximately $606 million across customized portfolio management and financial planning strategies.

Kenneth Sitnick is a financial advisor at Meristead Wealth, LLC with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Stansberry Asset Management and TD Ameritrade. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and private credit funds. The firm employs a value-oriented investment approach that blends macro analysis with fundamental research across global equities and credit opportunities.

Philip Ierardi Jr. is a financial advisor with Inflection Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Fidelity Brokerage Services, Inc. for 25 years and has been involved with The Oglethorpe Collective, LLC since 2025 as Chief Operating Officer. He is also an investor in Eton Solutions, a non-investment-related business. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients by providing comprehensive financial planning and portfolio management guided by investment policy statements and ongoing client reviews. The firm uses a manager-of-managers approach with a broad investment toolkit and incorporates AI tools for operational support.

Zachary Riera is a CFP® with 11 years of industry experience, currently serving at Osborne Partners. His prior roles include positions at Team Hewins, LLC and Wealth Architects, LLC. Osborne Partners Capital Management provides discretionary and non-discretionary investment management and integrated financial planning to a range of clients, including individuals, families, trusts, foundations, and corporations. The firm emphasizes actively managed, globally diversified multi-asset portfolios tailored to client-specific guidelines and is notable for operating an affiliated private pooled investment vehicle and offering performance-based fee arrangements.

Matthew Beck is a financial advisor at Brio Financial Group with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for American Century Investment Services, Inc. for 10 years before joining Brio in 2021. Brio Financial Group serves individuals, trusts, retirement plans, and business entities, offering asset management, financial planning, and consulting services. The firm provides discretionary portfolio management through a wrap fee program and delivers a broad range of consulting services including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

Hayley Curtis is a financial advisor at Frec with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Bank of the West. Outside of finance, she was involved with the nonprofit Fountain of Life Africa (the giving exchange) and the California Academy of Sciences. Frec Advisers provides automated investment advisory services through its web and mobile platform, serving retail and entity clients who open brokerage accounts with its affiliate. The firm focuses on discretionary portfolio management with direct indexing, tax-loss harvesting, hedging strategies, and systematic tax-aware trading, delivering services primarily through automation rather than traditional advisor-led interactions.

Aaron Brickley is a CFP® with 18 years of industry experience. He is a principal at Brickley Wealth Management, where he has worked since 2017. Prior to that, he was affiliated with LPL Financial for six years. Brickley Wealth Management provides portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers for individuals, trusts, pension and profit sharing plans, and business entities. The firm employs a long-term, diversified investment approach that combines modern portfolio theory, active and passive funds, ESG screening, and manager due diligence.

Gary De Mera is a financial advisor with RB Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at APW Capital, Inc. and Fsc Securities Corp. Outside of his advisory work, he serves as Co-Trustee managing the Desmond Family Trust and owns Bay Valley Properties, a real estate referral and management business. RB Capital Management, LLC serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management with an emphasis on hedged strategies and managed fixed-income portfolios, integrating personalized financial planning and active portfolio monitoring.

Bugra Bakan is a CFP® with 18 years of industry experience, currently serving at Occidental Asset Management, LLC since 2020. His prior experience includes roles at Shield Wealth Management, TD Ameritrade Investment Management, TD Ameritrade, Inc., and RBC Capital Markets. Occidental Asset Management advises high-net-worth individuals and institutional clients through separately managed accounts, providing wealth management, portfolio management, and comprehensive financial planning. The firm employs a range of analysis and trading tools and operates with a 12-advisor team across six offices.