John Burns is a financial advisor at Asset Dedication, LLC with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Asset Dedication since 2009. 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 manages approximately $2.6 billion in discretionary assets for about 1,999 clients.

David La Placa is a financial advisor with Intellectus Partners, LLC in San Francisco, holding a Series 63 designation and over 32 years of industry experience. He has been with Intellectus Partners since 2015. Outside of his advisory role, he is involved in multiple software and technology ventures, serving in capacities such as managing member, advisor, and board member for several companies focused on software development and strategic consulting. Intellectus Partners provides wealth management, investment consulting, financial planning, and portfolio management to high-net-worth individuals, trusts, estates, and private funds. The firm combines fundamental analysis with proprietary quantitative models and alternative data, offering both discretionary and non-discretionary services tailored to clients with significant assets and pooled investment vehicles.

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.

Christian Mejia is a financial advisor at Sivia Capital Partners, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, SF Sentry Securities, Fidelity Brokerage Services, and Charles Schwab. Sivia Capital Partners provides tailored wealth management services to high-net-worth individuals and families, combining asset management, financial planning, and family office services. The firm employs a broad range of investment instruments and permits the integration of private and digital assets within its portfolios.

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 is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans through comprehensive investment management, financial planning, and retirement-plan advisory services. The firm employs a holistic “financial life plan” approach with diversified portfolios and offers coordinated services including tax and estate planning.

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.

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 at Fort Point Capital Partners LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Parcion Private Wealth, Coldstream Capital Management, and Wells Fargo Advisors. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm emphasizes global diversification, active risk management, and cost control, while also managing a multi-series private investment program across alternative yield, growth equity, real estate, and credit strategies.

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 previously worked at Goldman Sachs for four years and has been involved with Powder Enterprises, LLC since 2019. 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 sits on the advisory board of Progression LLC, an organization focused on sustaining outdoor recreation. Black Diamond Financial, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, and institutional clients. The firm employs a multi-advisor team and combines strategic asset allocation with tax-aware portfolio construction, offering access to private pooled investment vehicles for qualifying investors.

Adrian Azofeifa is a financial advisor at Liberty Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at OBI Capital and in educational roles at San Diego State University and Moreau Catholic High School. Outside of advisory work, he is involved as an insurance agent with Lifetime Planning Marketing, Inc., a privately held insurance field marketing association. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm offers investment management, financial planning, and employee-benefit plan services, utilizing a combination of centrally developed models and adviser-developed strategies to construct diversified portfolios that incorporate mutual funds, ETFs, fixed income, real estate, and private market investments.

William Dagley is a financial advisor at Private Wealth Partners, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Private Wealth Partners since 2005. Private Wealth Partners, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pensions, corporations, and bank trust departments. The firm manages approximately $1.98 billion in assets and employs a combination of fundamental and quantitative analysis across multiple asset classes, including equities, ETFs, fixed income, and alternatives, while utilizing both long- and short-term trading strategies.

Anthony Castelli is a financial advisor with Penserra Wealth Management in Orinda, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with multiple Penserra entities since 2008, including Penserra Securities LLC, Penserra Capital Management, and Penserra Transition Management. Penserra Wealth Management, founded in 2024, provides discretionary portfolio management, pension consulting, and financial planning. The firm applies a combination of fundamental, technical, cyclical, and economic analyses in managing approximately $15 million in discretionary assets, employing strategies that include strategic asset allocation and the use of ETFs, mutual funds, options, and certain alternative investments.

Stanislav Godsky is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Liberty Wealth Management, LLC. He has worked with AE Financial Services, LLC since 2018 and has been involved with Lifetime Planning Marketing, Inc. for over a decade as a licensed insurance agent. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm combines centrally developed models with advisor-developed strategies, offering diversified portfolios that include mutual funds, ETFs, fixed income, real estate, and private market investments, and integrates third-party managers while providing client education programs.

Allan Leung is a CFP® professional at PlanVision, LLC with one year of industry experience. His prior work includes roles at H&R Block, Monroe Wealth Management, and LiveWell Capital. PlanVision provides fee-only financial planning and consulting primarily to high-net-worth individuals through written plans and ad-hoc consultations. The firm emphasizes a long-term, passive investment approach and delivers advice without managing client assets or requiring clients to implement recommendations through PlanVision.

Patricia Delgrande is a CFP® and an advisor at Chequers Financial Management LLC with four years of experience at the firm. She also serves as COO and CFO of DN&E Walter & Co., where she has worked since 2000. Chequers Financial Management provides wealth management and financial planning primarily for ultra-high-net-worth individuals, complex multi-generational families, and related entities. The firm employs a strategic and tactical asset allocation approach, emphasizing low-cost, passively managed funds and comprehensive planning services.