Michael Yongue is a CFA® charterholder with four years at Private Wealth Partners, LLC and nine years of prior experience at Bank of Marin. He is based in Mill Valley, CA. Private Wealth Partners, LLC serves individuals, high-net-worth clients, trusts, pensions, corporations, and bank trust departments with discretionary portfolio management and financial planning. The firm manages approximately $1.98 billion in assets and employs both fundamental and quantitative analysis across multiple asset classes, utilizing strategies including options and covered calls.

Bradley Geddes is a CFP® and Series 65-licensed advisor with eight years of industry experience. He is currently affiliated with Decker Retirement Planning Inc. and has prior work experience at Lending Club. Outside of advising, he is the co-founder and CFO of Join IT, Inc., a membership management software company. Decker Retirement Planning offers personalized retirement and financial planning as well as discretionary investment management for individuals, trusts, pension plans, and other entities. The firm employs quantitative, computer-driven investment models and utilizes a range of securities and alternative strategies across multiple portfolio types.

Tina Chan is a financial advisor at Intellectus Partners, LLC with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Intellectus Partners since 2015, following three years at Deutsche Bank Securities Inc. Intellectus Partners provides wealth management, financial planning, investment consulting, and wealth coaching primarily to high-net-worth individuals, trusts, estates, and private funds. The firm combines fundamental and quantitative analysis, including proprietary algorithms and alternative data, to manage portfolios with a focus on long-term strategies while allowing for short-term trading when appropriate.

Richard Greywitt is a financial advisor at Affinity Capital Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Cutler Group LP and Greywitt Capital Management prior to joining Affinity in 2023. Outside of finance, he occasionally assists with operations at Metta Yoga Studio, a business owned by his spouse. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $851 million in assets across 531 client relationships. The firm provides comprehensive portfolio management, financial planning, retirement plan consulting, and utilizes a combination of fundamental, technical, and charting analysis in building portfolios, incorporating a range of investment vehicles including stocks, bonds, ETFs, options, and alternative investments.

Brandon Hagerla is a financial advisor at Moment Partners, LLC in San Francisco, holding a Series 66 designation and six years of industry experience. His prior roles include five years at Wells Fargo Clearing and earlier positions in financial services and education. Moment Partners serves individual and institutional clients with investment and wealth management, financial planning, and fiduciary services. The firm emphasizes risk-adjusted, tax-efficient asset allocations using both active and passive strategies and manages over $1.18 billion in assets with a team of four advisors.

Hunter Steadley is a CFP®, CFA®, and Series 66 licensed advisor with 13 years of industry experience. He is currently with Inflection Capital Management, LLC and previously worked at Lake Street Advisors Group, Johnson Financial Group, Personal Capital Advisors Corporation, and New York Life. Steadley is also Managing Director of The Oglethorpe Collective (TOC-23), an affiliated investment entity of Inflection Capital. Inflection Capital Management serves high-net-worth families, family offices, trusts, endowments, businesses, and private funds, focusing on discretionary and non-discretionary portfolio management as well as integrated financial planning. The firm uses a documented investment policy statement to guide portfolio construction and employs a network of affiliated entities that offer various services and private fund management.

Justin Kunz is a financial advisor at Inflection Capital Management, LLC with 21 years of industry experience. He has previously worked at BlackRock and Fidelity Investments. Outside of his advisory role, Kunz serves as a board member of the Olympic Club Foundation and as a senior advisor assisting with governance planning for a family-run land management business. Inflection Capital Management serves high-net-worth families, family offices, trusts, endowments, businesses, and private funds. The firm employs a comprehensive assessment process to guide portfolio construction, typically involves third-party managers and diversified allocations, and maintains a network of affiliated entities including private funds and trustee services.

Charles Else is a financial advisor at Osborne Partners with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Osborne Partners Capital Management, LLC since 2007. Osborne Partners manages approximately $2.36 billion for a diverse client base including individuals, families, trusts, foundations, and retirement plans. The firm offers personalized, actively managed investment portfolios and integrated financial planning, employing a range of global allocation strategies and serving as a sub-adviser to other investment advisers.

Debra Ellisen is a financial advisor at North Berkeley Wealth Management, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with the affiliated North Berkeley Investment Partners, LLC since 2002. 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 employs a long-term, total-return investment approach using a combination of passive and active strategies, separately managed accounts, and offers ESG and carbon-screened options for clients who request social screening.

Daniel Yeoman is a financial advisor at Asset Dedication, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Asset Dedication since 2012. 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 serves a large number of clients per advisor primarily through standardized sub-advisory arrangements and institutional custodial integrations.

Junlong Tan is a financial advisor at Intellectus Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Asurion and Barclays Capital Inc. Outside of his advisory role, he is an owner and manager involved in real estate projects through Fathom Group LLC and Bueller Group LLC. Intellectus Partners provides wealth management, financial planning, investment consulting, and wealth coaching services primarily to high-net-worth individuals, trusts, estates, and private funds. The firm employs a fiduciary approach that combines fundamental and quantitative analysis, managing nearly $3 billion in assets across discretionary and non-discretionary relationships.

Jonathan Tunney is a CFA® charterholder with 18 years of industry experience. He has been with Atlas Capital Advisors LLC since 2003. In addition to his advisory role, Tunney is involved in a foreign exchange risk advisory business, Atlas Risk Advisory LLC, which assists treasury and financial teams in optimizing their FX and commodities hedging strategies. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and corporate entities. The firm employs evidence-driven portfolio management focused on total-portfolio asset allocation and offers customized, tax-aware strategies with a range of investment instruments and specialized services.

Stephen Mantzouris is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at Infinity Financial Services and AXA Advisors, among others. In addition to his advisory work, he is a licensed real estate broker in California and an insurance agent focusing on life insurance and fixed index annuities. Liberty Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by providing investment management, financial planning, ERISA retirement plan services, and access to third-party manager programs. The firm offers both discretionary and non-discretionary account management, utilizing centrally developed and advisor-developed strategies, and is notable for its affiliated businesses and private fund activities.

Yucheng Yang is a financial advisor at SyntheticFi LLC in San Francisco, holding a Series 65 designation with two years of industry experience. He is also the Chief Executive Officer of Cyclone Technologies, Inc, the parent company of SyntheticFi LLC. Additionally, Yang manages Converge Fashion, LLC, a wholesale trade business. SyntheticFi LLC provides investment advisory and sub-advisory services to individuals, corporations, small businesses, and other registered advisers. The firm specializes in portfolio management through a box spread option strategy and employs proprietary software for automated monitoring and custom hedging strategies using exchange-traded and FLEX options.

Joseph Raymond is a financial advisor at Caldwell Sutter Capital, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Santa Monica Partners, Brandes Investment Partners, Brandes Institute, and Utah Tech University. Outside of his advisory role, he serves as the editor of a book published by Santa Monica Partners and receives a share of the profits from its sales. Caldwell Sutter Capital primarily serves high-net-worth individuals, families, and related entities, as well as corporate and municipal clients. The firm employs a bottom-up, fundamental value approach focused on individual equity and fixed-income research, offering customized portfolio management and financial planning through several distinct strategies.

Gregory Harder is a financial advisor at Caldwell Sutter Capital, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at NBC Securities, Inc. and Edward Jones. Outside of his advisory role, he is self-employed as a life insurance agent. Caldwell Sutter Capital primarily serves high-net-worth individuals, families, and related entities, as well as corporate and municipal clients. The firm employs a bottom-up, fundamental value investment approach with a long-term, buy-and-hold orientation, managing approximately $606 million across customized portfolio management and financial planning strategies.

Kenneth Sitnick is a financial advisor with Meristead Wealth, LLC, holding Series 63, 65, and 66 licenses and 22 years of industry experience. He has worked at Stansberry Asset Management since 2018 and previously held roles at TD Ameritrade Investment Management and other firms. Outside of advising, he has experience as a rental property owner. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm uses a value-oriented approach combining top-down macro analysis and bottom-up research across global equities and credit, and manages private credit funds designed for accredited investors and certain retirement accounts.

Philip Ierardi Jr. is a financial advisor at Inflection Capital Management, LLC with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fidelity Brokerage Services, Inc. for 25 years, among other firms. Ierardi is also the Chief Operating Officer of The Oglethorpe Collective, LLC, an affiliated entity of his firm. Inflection Capital Management serves high-net-worth individuals, family offices, trusts, endowments, businesses, and private funds. The firm emphasizes a comprehensive investment policy for portfolio construction and uses a combination of third-party managers, diversified allocations, and AI-assisted operational tasks with human oversight.

Zachary Riera is a CFP® with 11 years of industry experience, currently serving at Osborne Partners. His prior roles include positions at Team Hewins, LLC and Wealth Architects, LLC. 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 tailored to client-specific guidelines and is notable for operating an affiliated private pooled investment vehicle and offering performance-based fee arrangements.

Nicholas Goldthorpe is a financial advisor at Assembly Wealth with three years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities and First Republic Securities Company, LLC. Prior to his advisory career, he spent four years at San Diego State University and Rancho Cotate High School. Assembly Wealth provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and other business entities. The firm emphasizes personalized investment policies and asset allocation tailored to each client’s objectives, managing over $430 million in discretionary assets as of the end of 2024.