Nickolas Bowers is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Liberty Wealth Management, he worked at New York Life Insurance Company. Liberty Wealth Management serves individuals, trusts, estates, retirement plans, corporations, and other entities, offering investment management, financial planning, and employee-benefit plan services among others. The firm employs a combination of centrally developed models and advisor-developed strategies, utilizing quantitative and fundamental analysis to construct diversified portfolios that include mutual funds, ETFs, fixed income, real estate, and private market investments.

Wahidah Aziz is a Series 65 licensed financial advisor at Frec with one year of industry experience. Her prior roles include positions at Kikoff, Brio Financial Group, and Litman Gregory Wealth Management, alongside experience in academic settings at New York University and Indiana Tech. Frec Advisers is an SEC-registered investment adviser that provides automated, software-based portfolio management through its web and mobile platform to retail and entity clients. The firm’s model-driven approach offers personalized direct indexing, tax-loss harvesting, hedging, and customizable portfolio allocations, requiring clients to maintain margin brokerage accounts with its affiliated broker-dealer.

Gabriel Burczyk is a financial advisor at Assembly Wealth in Mill Valley, CA, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with WrapManager since 2000. Outside of his advisory work, he is a general partner of NVBG, LLC, involved in property management activities. Assembly Wealth is an SEC-registered advisory team managing approximately $336.7 million as of 12/31/2025, serving individuals, high-net-worth clients, and institutional accounts. The firm offers discretionary portfolio management, financial planning, and third-party manager services, utilizing a variety of investment strategies and operating a wrap fee program combined with access to third-party manager options.

Russell Silvestri is a financial advisor with Atlas Capital Advisors Inc. in San Francisco, CA, holding a Series 63 designation and 25 years of industry experience. He has worked at Arcadia Securities, LLC and is the managing partner of Boyden, an executive search firm in Sausalito, CA. Atlas Capital Advisors is an independent investment adviser serving individuals, families, family offices, pension plans, trusts, foundations, and institutions with discretionary wealth management, financial planning, and tax-aware portfolio management. The firm uses a combination of fundamental, technical, and quantitative analysis and employs various instruments including options and futures in separately managed accounts tailored to clients’ needs.

Kyle Singleton is a financial advisor at Stonebridge Financial Group with eight years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and State Street Corp. He also serves as the durable power of attorney for an immediate family trust. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, offering discretionary wealth management, financial consulting, and retirement plan advisory services using a mix of quantitative and qualitative investment approaches.

Max Pulitzer is a financial advisor at Colorado Capital Management with five years of industry experience. He holds a Series 65 credential and has previously worked at Pulitzer Family Law and Colorado Wealth Group. Outside of finance, he was involved with Mentoring Through Movement, a nonprofit organization. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans, managing approximately $638 million across 234 client households with a team of ten advisors. The firm emphasizes written investment policy statements, long-term fundamental analysis, and quarterly reporting, offering both discretionary and non-discretionary portfolio management along with ESG and alternative investment options.

Ian Fraley is a financial advisor with Mission Creek Capital Partners, Inc. in San Francisco, holding a Series 65 designation and 23 years of industry experience. He has been with Mission Creek since 2014. Mission Creek Capital Partners serves institutional and private clients, including pension plans, endowments, foundations, executives, entrepreneurs, and pooled investment vehicles. The firm employs a core-and-satellite investment approach combining bottom-up company analysis with a top-down economic overlay, and offers discretionary portfolio management, wealth planning, concentrated stock management, sub-advisory services, and specialized private equity distribution and post-venture management.

Stephen Bradley is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Front Row Advisors LLC since 2015, which operates as GenCap Portfolio Management, a team firm based in Tiburon, CA. 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 employs fundamental analysis and modern portfolio theory to guide asset allocation and risk management, offering a range of investment strategies without a stated account minimum.

Daniel Young is a CFP® with 22 years of industry experience. He is currently with Delta Investment Management, LLC, where he has worked since 2022. Prior to that, he held positions at Lido Advisors and Quantum Capital Management. Delta Investment Management provides discretionary investment management, financial planning, and investment consulting to individuals, institutions, trusts, and pension plans, often onboarding clients with a minimum account size of $50,000. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple distinct strategies, including ETF-based tactical approaches and concentrated equity mandates, and serves as a subadvisor to other investment advisors.

Stuart Crandall is a CFP® professional with 20 years of industry experience. He is currently with HCM Wealth, where he has worked since 2026, following a decade at Hutchinson Capital Management. HCM Wealth is an independent, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on financially conservative, high-net-worth clients and employs a value-oriented investment approach emphasizing capital preservation through concentrated equity portfolios and laddered fixed income.

Jacqueline Remar is a CFP® professional with eight years of industry experience, currently serving at Meritas Wealth Management, LLC in San Rafael, CA. She has been with Meritas Wealth Management since 2013. Meritas Wealth Management provides fee-only investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm’s investment approach focuses on strategic asset allocation with long-term, buy-and-rebalance portfolios primarily using no-load mutual funds and institutional share classes.

Brian Kozel is a CFP® professional with 10 years of industry experience, currently serving at North Berkeley Wealth Management, LLC. He has been with North Berkeley Investment Partners since 2011. 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 offers comprehensive financial planning and investment management with a focus on long-term, total-return oriented portfolios that combine passive and active strategies, including options and ESG screening for clients who request social considerations.

Rachel Shin is a CFP® and holds a Series 65 license, with five years of experience in financial advising. She has worked at Brio Financial Group since 2023 and previously held roles at Yeske Buie Inc., FMB Wealth Management, and McCarthy Wealth Management. Outside of her advisory career, she was involved with Kickin' Crab from 2015 to 2019. 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 delivers a broad range of consulting, including estate and tax planning, mortgage and debt analysis, and corporate structuring.

Andrew Stout is a financial advisor at Tactivest, LLC with 28 years of industry experience. He has previously worked at Raymond James and has been affiliated with Tactivest since 2019. Stout serves on multiple nonprofit boards, including the LAPD Hollywood Division Police Activity League and the University of the Pacific Arthur A Dugoni School of Dentistry, and is president of the Leonard & Ilona Ling Family Foundation. Tactivest provides portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a diverse investment approach incorporating fundamental, technical, quantitative analysis, and modern portfolio theory, managing approximately $128.5 million across about 168 client accounts.

Richard Kuchen Jr. is a financial advisor at Private Wealth Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Private Wealth Partners since 2015. Private Wealth Partners provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts and estates, and corporations. The firm manages approximately $1.92 billion in client assets and employs a range of strategies, including equities, ETFs, fixed income, structured notes, private credit, and select covered-call option programs.

John Mcnertney is a CFP® with 19 years of industry experience, currently serving at Green Ocean Global Advisors LLC since 2022. He previously worked at Freestone Capital Management and Polaris Greystone Financial Group, LLC. Green Ocean Global Advisors LLC offers discretionary portfolio management, financial planning, and referrals to third-party investment managers for individuals, high-net-worth clients, and charitable organizations. The firm integrates fundamental, quantitative, modern portfolio theory, and technical analysis to construct portfolios that include mutual funds, ETFs, equities, fixed income, and non-U.S. securities, managing approximately $52.9 million across a three-advisor team.

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.

William Bomar is a financial advisor with Alpha Wealth Management and Planning LLC in Novato, CA. He holds the Series 66 designation and has 20 years of industry experience, including roles at Applied Financial Planning, Inc. and LPL Financial, LLC where he has been active for the past 10 years. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, and specialized advisory services. The firm employs a primarily long-term investment approach integrating fundamental, technical, cyclical, and charting analysis to build diversified portfolios, and manages approximately $319.6 million for about 473 clients.