Noa Hoffman is a CFP® professional with two years of industry experience, currently serving at Green Ocean Global Advisors LLC. Prior to this, Noa held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., and operated a personal financial advisory website. Noa also worked with the Singleton Foundation for Literacy and Entrepreneurship and has experience at Karat Financial and Nerdwallet. Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and third-party manager referrals for individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental, quantitative, modern portfolio theory, and technical analysis to manage portfolios across various asset classes, tailored to client risk profiles.

Colin Fitzgibbons is a financial advisor at Inflection Capital Management, LLC with a Series 65 credential. He has experience with Focus Partners Wealth and Citigroup, Inc. prior to joining Inflection Capital. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients by providing comprehensive financial planning and portfolio management. The firm utilizes an IPS-driven, manager-of-managers approach, combining third-party manager selection with internal oversight and employs a broad investment toolkit supported by AI tools and third-party research.

Benjamin Peters is a financial advisor with Burton Enright Welch in Walnut Creek, CA, holding a Series 65 designation and 12 years of industry experience. He has been with Burton Enright Welch since 2014. Outside of his advisory role, he is a co-founder of PICKMOTO, a mobile applications business. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $1.246 billion in assets for around 610 clients through a disciplined four-step investment process that combines active and passive strategies with ongoing monitoring and tailored portfolio management.

Joseph Knebel is a financial advisor with Twin Peaks Wealth Advisors in San Francisco, CA. He holds Series 63, 65, and 66 licenses and has 16 years of industry experience. Prior to joining Twin Peaks Wealth Advisors in 2026, he worked at Morgan Stanley for five years and Fisher Investments for eleven years. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, high-net-worth families, trusts, retirement plans, and other entities. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, offering discretionary portfolio management and integrated financial planning primarily through separately managed accounts and householded relationships.

Diane Mccracken is a financial advisor at Westhill Financial Advisors, Inc. with 32 years of industry experience. She has been with Westhill since 2010 and holds Series 63 and Series 65 licenses. Diane is a board volunteer for Wednesday's Gift, a nonprofit organization that assists individuals in need of food, clothing, and housing. Westhill Financial Advisors provides personalized financial planning, investment management, and pension consulting to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm uses a strategic asset allocation approach combining passive index and ETF holdings with select active managers, tailoring portfolios to clients' specific needs.

Terry Allen is a financial advisor with The Putney Financial Group LLC in San Rafael, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He is also the director, officer, and owner of Completax Planning Inc, a tax, accounting, and estate planning firm he has been involved with since 1999. Allen has worked at The Putney Financial Group since 2013 and at Arete Wealth Management since 2024. The Putney Financial Group LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm employs a multifaceted investment approach emphasizing asset allocation and discretionary portfolio management, using a mix of mutual funds, ETFs, fixed income, structured products, private placements, and options strategies aligned with client objectives.

Gene Elliott is a financial advisor at Brio Financial Group in San Francisco, CA, with 26 years of industry experience. He holds the Series 66 designation and has been with Brio Financial Group since 2017, following two years at Ameriprise Financial Services. Outside of his advisory role, Elliott is an insurance agent and has been a product reviewer on YouTube since 2022. Brio Financial Group serves individuals, trusts, employer retirement plans, and business entities, managing about $1.06 billion in discretionary assets for roughly 800 clients through a team of 16 advisors. The firm provides individualized portfolio management using a range of analytical approaches and offers comprehensive financial planning and retirement plan consulting, including fiduciary services under ERISA and DOL guidance.

Peter Burton is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Burton Enright Welch since 2010. The firm is based in Walnut Creek, CA, and Burton provides financial planning services including life insurance analysis and referrals to estate planning attorneys. Burton Enright Welch serves individuals, families, trusts, estates, and business entities, managing approximately $1.246 billion in assets. The firm employs a disciplined four-step investment process combining active and passive strategies, offering tailored portfolio management and specialized planning services.

Syeda Iqbal is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at SAS Financial Advisors, LLC since 2023. She also operates Nasira Financial, providing financial planning and consulting services. SAS Financial Advisors is a fee-only, SEC-registered firm managing approximately $167 million across 160 client relationships, specializing in portfolio management and comprehensive financial planning for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm primarily employs passively managed index securities tailored to client-specific investment policies, with discretionary and non-discretionary account management.

E F Ryan Hughes is a financial advisor at BCN Financial, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, MassMutual Northern California, the City of Fairfield, CA, and Paramedics Plus. BCN Financial, Inc. provides retirement plan advisory and financial planning services primarily to participants of employer-sponsored retirement plans and members of Police and Fire Department associations, managing over $81 million in assets under advisement. The firm employs a market-timing investment process focused on mutual funds and ETFs, and emphasizes client reporting through regular portfolio and performance reviews.

Everest Wong is a financial advisor at Tactivest, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Crypto Brokers and Comprehensive Asset Management prior to joining Tactivest. In addition to advisory services, Wong is a licensed insurance agent involved in the sale of fixed and indexed insurance products. Tactivest provides portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a variety of investment analysis methods and strategies, operating under discretionary authority and utilizing technology platforms like Altruist to support client accounts.

Brian Gemmer is a financial advisor at Gemmer Asset Management LLC in Walnut Creek, CA, holding Series 63 and Series 65 designations with four years of industry experience. He has been with Gemmer Asset Management since 2006. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets and serves individuals, trusts, estates, retirement plans, corporations, nonprofits, and independent fiduciaries. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers branded portfolio strategies, and manages a dedicated Social Strategy using ESG scores and fossil-fuel exposure metrics.

Ian Castille is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Capital Advantage, Inc. since 2012. Outside of his advisory role, he is also a commissioned California notary public. Capital Advantage, Inc. serves individual and high-net-worth clients, as well as trustees, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management and financial planning services. The firm develops client strategies through personal interviews to identify goals and risk tolerance, employing mutual funds, ETFs, individual equities, and fixed income, and utilizes a combination of fundamental and technical analysis.

Dean Leonard is a CFP® with 42 years of industry experience, currently serving at Castle Rock Wealth Management, LLC. His prior experience includes over two decades at WHJR Associates and extensive tenure at Royal Alliance Associates, INC. Leonard is also a licensed insurance agent involved in the sales and service of fixed insurance, accident and health, and long-term care products. Castle Rock Wealth Management provides fiduciary investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, managing discretionary portfolios that include stocks, bonds, ETFs, options, and other securities. The firm serves approximately 2,024 clients across six offices, offering comprehensive financial planning and utilizing a combination of fundamental, technical, and cyclical analysis in its investment approach.

Kameron Jackson is a Series 65-credentialed financial advisor at Liberty Wealth Management, LLC in Oakland, CA, with three years of industry experience. Prior to joining Liberty, he worked at The Utility Reform Network in 2022. Outside of advising, Jackson serves as an insurance agent for Lifetime Planning Marketing, Inc., a privately held insurance field marketing association. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers a combination of discretionary and non-discretionary portfolio management, utilizes Investment Policy Statements, and integrates centrally developed models with advisor-specific strategies, with a focus on diversification across both traditional and private-market investments.

Claudina Campbell is a financial advisor at Willow Grove Advisors, LLC with 17 years of industry experience. She holds the CFP® and Series 65 designations. Her prior roles include positions at Coldstream Wealth Management, Paracle Advisors LLC, and Brighton Jones LLC. Willow Grove Advisors, LLC is a fee-only SEC-registered investment adviser serving primarily individual and high-net-worth clients. The firm combines strategic asset allocation with technical and economic analysis, offering discretionary portfolio management and access to private fund investments.

Seema Rajoura is a financial advisor at Osborne Partners with experience dating from 2016 across several firms including Gideon Strategic Partners and Aurelius Legacy Partners. She joined Osborne Partners Capital Management LLC in 2024. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities. The firm offers personalized, actively managed investment portfolios and integrated financial planning, serving also as a sub-adviser to unaffiliated investment advisers and sponsoring an affiliated private pooled investment vehicle.

Lori Bodenhamer is a CFP® and Series 65-registered advisor with Abundo Wealth in San Francisco, CA, bringing three years of industry experience. She has worked at Abundo Wealth since 2022 and previously held roles at Farther Finance, Mercer Global Advisers, Group Nine Media, and Discovery Digital Networks. Outside of financial advising, she is a co-writer for the creative stage theater project "Retirement: The Musical," which involves minimal grant funding and no compensation. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund investing, advising on asset allocation while leaving implementation to clients, and operates a subscription-based fee model across a network of 11 offices.

Patrick Hitchcock is a financial advisor at Moment Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory work, he serves as a board member for the Lodgepole Parque Homeowners Association in Incline Village, NV. Moment Partners, LLC provides investment and wealth management, financial planning, and fiduciary services to individuals, high-net-worth families, trusts, estates, foundations, pension plans, and corporate clients. The firm employs customized, risk-adjusted, tax-aware asset allocation strategies combining active and passive security selection and frequently uses independent managers and options strategies in portfolio construction.

Delbert White is a financial advisor with BCN Financial, Inc. holding a Series 66 designation and nine years of industry experience. His career includes roles at Crown Capital Securities, L.P. and LPL Financial, as well as prior public service with the City of Oakland. Outside of advisory work, he maintains a notary license and is involved in providing fixed insurance products. BCN Financial, Inc. specializes in retirement plan advisory and financial planning services for employer-sponsored plan participants and members of police and fire department associations. The firm employs an investment process focused on mutual funds and ETFs combined with fundamental, technical, and sentiment analysis, typically offering non-discretionary advice within client plan options.