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.

Juan Carlos Peralta is a CFP® with 28 years of industry experience, currently serving at Roof Eidam Maycock Peralta LLC since 2009. He is based in San Francisco, CA, and holds a Series 63 license. Roof Eidam Maycock Peralta LLC provides discretionary investment management, financial planning, and retirement plan consulting to individual investors, charitable organizations, and institutional clients. The firm manages all client assets in-house, creating customized portfolios that incorporate fundamental, technical, and cyclical analysis, and operates a wrap-fee program covering trading costs for clients.

Monica Padilla is a CFP® with 40 years of experience in the financial services industry. She has been with American Investors Company since 1990 and has operated as a sole proprietor since 1985. Outside of advising, she provides tax preparation services seasonally and acts as a trustee and trust planner for personal clients. American Investors Company serves individuals, retirement plans, trusts, estates, and charitable organizations, offering both advisory and broker-dealer services. The firm provides discretionary and non-discretionary asset management, financial planning, and conducts evaluations of third-party money managers while acknowledging ERISA fiduciary duties for retirement advice.

William Paine is a financial advisor at GenCap Portfolio Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Front Row Advisors LLC since 2017 and Cloudwords from 2015 to 2017. 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 guide asset allocation and risk management, and it offers a range of investment strategies including equities, fixed income, ETFs, and real estate funds.

John Bargmann is a financial advisor at The Pacific Center For Financial Services with 31 years of industry experience. He holds a Series 63 designation and has been with his current firm since 1997, previously working at Cetera and Cetera Wealth Services. He serves as a board member for the Micki Rainey Scholarship Fund. The Pacific Center For Financial Services advises individuals, high-net-worth families, family trusts, and retirement accounts by providing financial planning, consulting, and investment management services. The firm manages over $1 billion in assets and operates a Managed Account Program focused on diversified, asset-allocation-based portfolio management using mutual funds, stocks, ETFs, and bonds.

Jennifer Regan is a Certified Financial Planner® at North Berkeley Wealth Management, LLC, with seven years of industry experience. She has worked at North Berkeley Wealth Management since 2019 and previously held positions at Bell Investment Advisors and Asti Financial Management. North Berkeley Wealth Management provides comprehensive financial planning and investment management services to individuals, families, business owners, and various other client types. The firm employs a customized asset allocation approach using institutional mutual funds and ETFs, incorporating both passive and active strategies, and offers customized ESG investment options.

Craig Frieders is a financial advisor with RB Capital Management, LLC in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with RB Capital Management and Crofton Capital Management since 2005 and is also involved in AmeriEstate Legal Plan Inc., assisting clients with estate planning. Outside of advisory work, he owns an independent insurance agency focused on term life and long-term care insurance. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm emphasizes asset allocation, diversification, and customized portfolios, integrating hedged strategies and managed fixed-income solutions while primarily managing assets in-house.

Arvind Saxena is a financial advisor with US Capital Global Wealth Management, LLC, holding Series 63 and Series 66 licenses and one year of industry experience. He has prior experience with New Genesis Financials & Insurance Solutions Inc., Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. Saxena is also the owner of New Genesis Financials & Insurance Solutions Inc., which brokers non-registered insurance products and sells New York Life products. US Capital Global Wealth Management, LLC provides investment management, consulting, and financial planning services primarily to individual and high-net-worth clients. The firm uses a multi-step screening process combining fundamental, sector, and quantitative analysis to build diversified portfolios, employing a range of investment vehicles with ongoing monitoring and periodic reviews.

Forrest Bell is a Series 65-licensed financial advisor with Bell Investment Advisors Inc in Orinda, CA. He has 20 years of industry experience and has been with Bell Investment Advisors since 2005. Bell Investment Advisors is an SEC-registered firm serving individual and high-net-worth clients with discretionary portfolio management and fee-based financial planning. The firm customizes investment strategies based on clients’ personal and financial circumstances and conducts ongoing account monitoring while considering market and economic trends.

Ashley Rodabaugh is a financial advisor with Frec, holding a Series 66 designation and nine years of industry experience. Prior to joining Frec, she worked at firms including M1 Finance LLC, PEAK6 Group LLC, and Nationwide Fund Distributors. Outside of her advisory role, she is the owner of How Are You Still Single, LLC, a non-investment related business. Frec Advisers provides automated, software-based discretionary portfolio management to retail individuals, trusts, and other U.S. resident entities through its web and mobile platform. The firm’s services include direct indexing, tax-loss harvesting, hedging strategies, and portfolio allocation, with all recommendations generated and implemented electronically.

Aubrey Klearman is a CFP® professional with three years of experience, currently serving as an advisor at Yeske Buie Inc. in San Francisco. Prior to joining Yeske Buie in 2023, Aubrey held advisory roles at Mercer Advisors, RMB Capital, and Salt. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, personal trusts and estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a disciplined investment process grounded in Modern Portfolio Theory and manager due diligence, managing over $1 billion in client assets.

James Sutton is a financial advisor at Echo45 Advisors LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Morgan Stanley. Sutton is also a passive investor in property technology and land development ventures through Land Club LLC and Land Club Sutter Creek LLC. Echo45 Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive wealth management and financial planning. The firm employs a blended investment approach using stocks, bonds, ETFs, options, SMAs, and model portfolios, with strategies that include custom indexing, tax management, ESG filtering, alternative investments, and digital assets.

David Gillimore is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding a Series 66 designation and 23 years of industry experience. His career includes roles at TD Ameritrade, Emerson Equity, and Keller Williams Realty. Outside of Liberty Wealth Management, he is also an insurance agent with Lifetime Planning Marketing, Inc. Liberty Wealth Management is an SEC-registered firm offering investment management, financial planning, and retirement plan services to individuals, trusts, estates, and institutions. The firm uses a combination of centrally developed and adviser-designed investment strategies, with access to private market investments and affiliated businesses in legal, tax, and alternative assets.

Albert Gutierrez is a CFA® charterholder with 11 years of industry experience. He has been with Atlas Capital Advisors Inc. since 2010. The firm operates as a team of five advisors based in San Francisco, CA. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and corporate clients. The firm employs evidence-driven, total-portfolio asset allocation and utilizes a variety of instruments including equities, fixed income, ETFs, derivatives, and private alternative investments.

Nicole Tanenbaum is a financial advisor at Chequers Financial Management LLC in San Francisco, holding a Series 65 designation with eight years of industry experience. She has worked at Chequers since 2017 and previously at Robertson Stephens Advisors, LLC from 2015 to 2017. Chequers Financial Management provides wealth management and financial planning services primarily to ultra-high-net-worth individuals, multi-generational families, and their related entities. The firm emphasizes a combination of strategic and tactical asset allocation using low-cost, passively managed funds, incorporating comprehensive planning that includes estate, tax, and alternative investment strategies.

Jason Romero is a financial advisor at Asset Dedication, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Asset Dedication since 2018, following prior roles at Royal Alliance and Genovese Burford & Brothers. Outside of his advisory work, he is involved in a nonprofit remote control car social club, which he founded and owns. 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 an Asset Dedication strategy that aligns equity allocations with investment-grade fixed-income securities to meet clients’ cash-flow needs, supporting a large client base through standardized sub-advisory arrangements and institutional custodial platforms.

Aaron Szager is a CFP® with 24 years of industry experience and is currently affiliated with Osborne Partners in San Francisco, CA. His prior roles include positions at Golub Group, LLC and BlueSky Wealth Advisors, LLC. He holds Series 63 and Series 65 registrations. 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 constructed using quantitative screening, fundamental research, and third-party data, and is notable for operating an affiliated private pooled investment vehicle and offering performance-based fee arrangements.