Adrian Azofeifa is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Liberty Wealth Management, he worked at OBI Capital and has experience in insurance and annuities through his role at 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 and Adviser Representative–developed strategies, emphasizes diversification across traditional and private-market investments, and offers a range of client services including discretionary and non-discretionary portfolio management.

William Dagley is a financial advisor at Private Wealth Partners, LLC with 21 years at the firm and 9 years of industry experience. He holds Series 63 and Series 65 credentials. Private Wealth Partners provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.92 billion in client assets and offers a range of strategies including equities, ETFs, fixed income, structured notes, private credit, and select covered-call option programs.

Anthony Castelli is a financial advisor at Penserra Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with various Penserra entities since 2008. Penserra Wealth Management, founded in 2024, offers discretionary portfolio management, pension consulting, and financial planning services. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to guide investment strategies across various asset classes and generally manages portfolios on a discretionary basis.

Stanislav Godsky is a CFP® with 10 years of industry experience, currently serving as an advisor at Liberty Wealth Management, LLC. He has worked at Liberty Wealth Management since 2018 and AE Financial Services, LLC since 2020. Outside of his advisory role, he is a licensed insurance agent involved in insurance sales and services through Lifetime Marketing & Planning, Inc. Liberty Wealth Management offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, employing a blended investment approach that combines centrally developed and advisor-created strategies with an emphasis on diversification across traditional and private-market investments.

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® professional with over 27 years of industry experience, currently serving at Chequers Financial Management LLC. She also holds the roles of COO and CFO at DN&E Walter & Co. based in San Francisco. Chequers Financial Management LLC provides tailored advisory services to ultra-high-net-worth individuals and complex multi-generational families, combining customized financial planning with discretionary investment management and Multi-Family Office capabilities.

Elizabeth Ly is a financial advisor at Sentry Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Sentry Advisors and its related entities since 2015. Sentry Advisors provides portfolio management, financial planning, and consulting services to individuals, trusts, pension plans, and charitable organizations. The firm manages approximately $2.41 billion in client assets and emphasizes individualized advice through a combination of fundamental, technical, and modern portfolio theory approaches.

Lee Geiger is a financial advisor with Penserra Wealth Management in Orinda, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked with Screaming Eagle Trading, Inc. and MOBIUS DESIGN, INC. since 2008. Outside of his advisory work, Geiger is a self-employed novelist. Penserra Wealth Management is an SEC-registered investment adviser that provides discretionary portfolio management, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to implement a range of strategies for its clients.

Stephanie Nehmens is a financial advisor at North Berkeley Wealth Management, LLC with one year of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Arta Finance, Finix Payments, Secfi Securities, Homepoint Financial, LendingClub, and JP Morgan Chase & Co. North Berkeley Wealth Management provides comprehensive financial planning and investment management to a diverse client base, using customized asset allocation and a combination of passive and active strategies. The firm manages approximately $829.7 million in client assets, primarily on a discretionary basis.

Howard Aschwald Jr. is a CFA® charterholder with 28 years of industry experience. He has worked at Delta Investment Management, LLC since 2022 and previously held roles at Lido Advisors, LLC and Quantum Capital Management. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and also serves as a subadvisor to other advisory firms. The firm offers a range of strategies, including systematic ETF-based tactical rotation and concentrated equity mandates, integrating financial planning within its advisory services.

Daniel Nakahara is a financial advisor at North Berkeley Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with North Berkeley Investment Partners, LLC since 2015. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning and investment management, emphasizing long-term, total-return oriented portfolios that combine passive and active strategies, with options for ESG and carbon-screened investments.

Shana Ballard is a CFP® and Series 66-registered advisor with 15 years of industry experience. She is currently with Mission Creek Capital Partners, Inc., joining the firm in 2025 after previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and other financial firms. Mission Creek Capital Partners serves institutional and private clients, including pension plans, endowments, foundations, executives, entrepreneurs, and governmental entities. The firm employs a core-and-satellite investment approach combined with fundamental bottom-up analysis and top-down economic overlays, offering discretionary portfolio management, wealth planning, and specialized private equity distribution services.

Sevada Haghverdian is a financial advisor at Tactivest, LLC with four years of industry experience. His work history includes roles at Opes Advisors LLC, Golbar & Associates LLP, Pogosian & Company CPA, and Aspiriant LLC. In addition to advisory services, he is involved in accounting and tax preparation. Tactivest provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a diverse mix of analytical approaches and trading strategies and operates through multiple offices despite having a small advisory team.

Michael Romanchak is a financial advisor at Bcn Financial, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Crown Capital Securities. Outside of finance, he operates Michael Romanchak Photography, a web-based gallery selling his photographs. Bcn Financial provides retirement plan advisory and financial planning services primarily to participants in employer-sponsored plans and members of police and fire associations. The firm’s approach incorporates fundamental, technical, and sentiment analysis with a market-timing strategy focused on mutual funds and ETFs, serving over 200 associations and managing $81.3 million in assets under advisement.

Sydney Woodward is a CFP® and holds a Series 65 license, with four years of industry experience. Woodward has worked at Yeske Buie Inc. since 2021 and has held prior positions at Forum Financial Management, Ehlert Financial Group, Clarendon Wealth Management, Atlantic Union Bank, and Target. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a process driven by written Investment Policy Statements and portfolio construction based on Modern Portfolio Theory, managing over $1 billion with a ten-person advisory team.

Robert Wells is a CFA® charterholder with six years of industry experience. He is currently an advisor at Selby Wealth Management and has previously worked at John W. Brooker & Co., CPAS, PC and Keating Consulting Group. Outside of finance, he has been involved in music licensing and performance since 1993 and works as a Music Licensing Consultant for Austin City Limits Enterprises, managing music publisher relations and licensing. Selby Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio construction using mutual funds, ETFs, and individual securities, and acts as a fiduciary for retirement accounts under ERISA/IRC.

Michael Telford is a financial advisor at Brio Financial Group in San Francisco, CA, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at Ernst & Young, Ameriprise Financial Services, and The Vanguard Group. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and consulting services. The firm offers discretionary portfolio management through a wrap fee program and a broad range of consulting services, including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

Valerie De Vol is a financial advisor at Assembly Wealth with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at WrapManager, Inc. from 2005 to the present. Assembly Wealth is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, standalone financial planning, and third-party manager services, utilizing a combination of asset allocation, specialized strategies, and wrap fee program structures.

Karime Azar Wabi is a financial advisor at One Wealth Advisors, LLC with six years of industry experience. She holds the Series 65 designation and has been with One Wealth Advisors since 2019. Prior to that, she worked at Hult International Business School for five years. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers comprehensive wealth management, financial planning, and portfolio management services, using a primarily long-term investment approach with tactical flexibility and a range of investment vehicles.

Xuan Wang is a financial advisor at Delta Investment Management, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Quantum Capital Management and Lido Advisors, LLC. In addition to her advisory role, she serves as an Operation Manager at Chestnut Street Global Advisors, LLC, a financial planning firm. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, offering a range of strategies including systematic ETF rotation and concentrated equity mandates. The firm also serves as a subadvisor to other advisory firms and integrates financial planning into its asset management services.