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 a Series 65 designation and has previously worked at Hult International Business School. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans with a comprehensive range of investment management, financial planning, and consulting services. The firm employs a long-term, diversified investment approach combined with tactical flexibility and coordinates services around cash-flow, tax, trust, and estate planning.

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.

Lauren Stansell is a CFP® professional with 11 years of industry experience, currently serving at Yeske Buie Inc. since 2013. She is a board member of the Financial Planning Association, where she leads board meetings and works with strategic partners. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, personal trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a disciplined investment process based on Modern Portfolio Theory, utilizes ETFs and mutual funds, and manages over $1 billion with a team of ten advisors.

Ryan Ahrens is a financial advisor at Green Ocean Global Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments, Resolute Capital Partners, E*TRADE Financial, Blackpier Capital, and TD Ameritrade. Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and referrals to third-party investment managers for individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, quantitative, modern portfolio theory, and technical analysis, employing both long- and short-term trading within client risk profiles.

Jonathan Lederer is a CFA® charterholder with 17 years of industry experience. He is currently with Mission Creek Capital Partners, Inc., where he has worked since 2021. Prior to that, he spent five years at US Bank Private Bank. Mission Creek Capital Partners serves a diverse client base including family offices, trusts, pension plans, and institutional investors, providing discretionary investment management, financial planning, and specialized services such as private equity distribution management and portfolio transition. The firm combines fundamental analysis with tax-aware implementation and risk management, using both active and passive strategies alongside quantitative tools and derivatives overlays.

William Reynolds is a CFA® charterholder and holds a Series 65 license with three years of industry experience. He has worked at Fire Capital Management since 2021, and previously was employed at First Franklin Financial Services and Prime Meridian. Fire Capital Management is a boutique firm serving high-net-worth and ultra-high-net-worth individuals, families, institutional, and charitable clients with customized wealth management, multi-family office services, and an Outsourced Chief Investment Officer program. The firm integrates Environmental, Social, and Governance factors into its investment process and manages client relationships primarily on a discretionary basis.

Mark Anderson is a CFP® with 21 years of industry experience. He is the principal of Lakeside North Capital Advisors, LLC in San Rafael, CA, where he has worked since 2015. He also serves as an expert witness, providing opinions on changes in the value of investment portfolios. Anderson has been associated with Fort Point Capital Partners since 2016. Lakeside North Capital Advisors, LLC is an independent, fee-only firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers discretionary portfolio management and tailored financial consultations, including a specialized Digital Asset Program advising on cryptocurrencies and other digital investments.

Megan Gorman is a financial advisor at Chequers Financial Management LLC with 20 years of industry experience. She holds Series 66 and Series 65 licenses and has been with Chequers since 2015. Chequers Financial Management LLC provides bespoke advisory services to ultra-high-net-worth individuals and complex, multi-generational families, focusing on wealth transfer, estate and philanthropic planning, and ongoing financial administration. The firm combines customized financial planning with discretionary investment management, emphasizing passive asset-class funds and alternative investments for qualified clients.

Andrew Williams is a financial advisor at GenCap Portfolio Management with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Front Row Advisors LLC, the firm’s doing-business-as name, since 2015. 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 establish asset allocation and risk parameters, offering a range of investment strategies without a stated account minimum.

Kristi Tidwell is a CFP® with seven years of industry experience, currently serving as a financial advisor at Asset Dedication, LLC. She has previously worked at Focus Partners Wealth, Buckingham Strategic Wealth, Advisor Allies, and The Thigpen Group. Tidwell is also the owner of New Path Planning, a firm offering divorce financial planning services. 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 a cash-matching approach for income and an asset-class-based framework for equities, managing approximately $2.6 billion in discretionary assets for nearly 2,000 clients as of December 2024.

Michael Kress is a financial advisor at Delta Investment Management, LLC with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Delta since 2018, following prior roles at Sanctuary Wealth Advisors, LLC and Sanctuary Securities LLC. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and acts as a subadvisor to other advisory firms. The firm offers a range of strategies including ETF-based tactical rotation, a diversified Core strategy, concentrated equity mandates, custom portfolios, and access to alternative investments.

Jirayr Kembikian is a CFP® with 13 years of industry experience, currently serving as an advisor at Citrine Capital, LLC since 2016. Based in San Francisco, CA, he holds Series 63 and Series 65 licenses and works within a team of five advisors. Citrine Capital serves individual and high-net-worth clients as well as small businesses, offering investment management alongside comprehensive financial planning and related services such as tax return preparation and estate planning reviews. The firm employs a diversified, tax-aware investment approach combining fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, managing accounts on a discretionary basis with regular monitoring and rebalancing.

Lawrence Hing is a financial advisor with Mission Creek Capital Partners, Inc., holding a Series 65 designation. He has been with Mission Creek since 2021, with prior experience at Aperio Group from 2016 to 2021. Mission Creek Capital Partners serves a diverse client base including family offices, trusts, executives, pension plans, and institutions by providing discretionary investment management, financial planning, and specialized services such as private equity distribution and portfolio transition management. The firm integrates quantitative tools with qualitative research and employs tax-aware, risk-managed investment strategies using both active and passive instruments.

Alexander Schmitz is a CFP® professional with 18 years of industry experience. He has been with One Wealth Advisors, LLC since 2015, working as part of an 11-advisor team in San Francisco, CA. One Wealth Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a holistic financial life plan approach with diversified portfolios and offers coordinated services across investment management, financial planning, and retirement-plan advisory.

Susanna Han is a financial advisor at Sentry Advisors, LLC with 17 years of industry experience. She has held her Series 66 designation and has been with Sentry Advisors since 2015. Sentry Advisors provides investment advisory and financial planning services to individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs an individualized investment process that integrates fundamental, technical, and model-based methods, managing a mix of discretionary and non-discretionary assets across a range of investment types.

Frank Greene is a CFA® charterholder with seven years of experience at Private Wealth Partners, LLC and six years at BCI Capital Management. He is a co-owner of ETFreplay.com, Inc., an information services business focused on statistical investing, where he manages software development. Private Wealth Partners, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, pensions, corporations, and bank trust departments. The firm combines fundamental and quantitative analysis to manage diversified portfolios and employs a range of strategies including options and alternative investments.