Sonia Von Berg is a financial advisor at Osborne Partners with a Series 65 designation and one year of industry experience. She has been with Osborne Partners Capital Management, LLC since 2011. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities, offering personalized, actively managed investment portfolios and integrated financial planning. The firm also serves as a sub-adviser to unaffiliated advisers and sponsors an affiliated private pooled investment vehicle.

Richard Speed is a financial advisor at McClurg Capital Corporation with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McClurg Capital since 1998. In addition to his advisory role, he has worked as a history professor at California State University since 1992. McClurg Capital provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, IRAs, endowments, and charitable organizations. The firm constructs customized portfolios for each client, emphasizing asset-class diversification, bond laddering, and tactical cash management, with daily oversight and quarterly performance reporting.

Michael Worthington is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Stonebridge Financial Group since 2026 and previously spent a decade with Equitable Advisors and AXA-Advisors. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, offering discretionary wealth management, financial consulting, and retirement plan advisory services. The firm applies a combination of quantitative and qualitative analysis and uses a variety of investment vehicles, managing approximately $896 million in discretionary assets.

Christopher Atkeson is a financial advisor with Delta Investment Management, LLC in San Francisco, holding a Series 65 designation. He joined Delta in 2026 after seven years at Badger Meter and prior experience at Southern Glazer's Wine & Spirits and UC Berkeley. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and serves as a subadvisor to other advisory firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning into its asset management services.

Michael Sondag Jr. is a financial advisor at Main Street Research LLC with one year of industry experience. He holds a Series 65 credential and has been with Main Street Research since 2020. The firm manages approximately $2.38 billion for about 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutional clients. Main Street Research employs a multi-advisor approach, combining fundamental, quantitative, and technical analysis to build discretionary portfolios primarily using individual securities, with selective ETF use and ESG factor scoring for clients who request it.

Jason Rodnick is a CFA® charterholder with 15 years of industry experience. He has worked at Osborne Partners Capital Management, LLC since 2018 and previously spent eight years at Raub Brock Capital Management, LP. He is based in San Francisco, CA. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities. The firm offers personalized, actively managed investment portfolios combined with integrated financial planning and serves as a sub-adviser to unaffiliated advisers while sponsoring an affiliated private pooled investment vehicle.

Thomas Vogelheim is a financial advisor with Fiduciary Financial Group, LLC, bringing 21 years of industry experience. He is also the sole shareholder of FFG Law, a law firm, and an owner and partner of Cooper & Vogelheim, LLP, a CPA firm. Vogelheim divides his time among these legal and accounting roles in addition to his advisory work. Fiduciary Financial Group provides discretionary asset management and ongoing financial planning to individuals, including high-net-worth clients, ERISA retirement plans, and select business entities. The team manages approximately $1.23 billion in client assets, utilizing a mix of ETFs, mutual funds, individual stocks, and closed-end funds, and employs fundamental, technical, and cyclical analysis alongside sub-advisors when appropriate.

Matthew Robbins is a financial advisor at Frec with Series 65 and Series 63 licenses and one year of industry experience. He previously worked at Quid Capital Group Holdings and SunTrust Robinson Humphrey/Truist Securities. Robbins attended Santa Clara University and has held a variety of roles across financial services and related fields. Frec Advisers provides automated, software-based discretionary portfolio management to retail individuals, trusts, and other U.S. resident entities. The firm’s platform delivers personalized portfolios through direct indexing, tax-loss harvesting, hedging strategies, and other features, implemented electronically without in-person advice.

Ian Mcleod is a CFP® with 21 years of industry experience and is currently with Sustainable Advisors Alliance LLC, where he has worked since 2026. He previously worked at Impact Investors, Inc. for eight years and Communitas Financial Planning Inc. for six years. Ian holds a Series 66 license and is based in San Francisco, CA. Sustainable Advisors Alliance LLC is a team-based firm that provides portfolio management, financial planning, annuity management, and employee benefit plan services to individuals, retirement plans, corporations, and nonprofits. The firm specializes in sustainable, responsible, and impact investing using ESG criteria, combining active and passive strategies and direct indexing to align portfolios with client goals and preferences.

Keith Wheeler is a financial advisor with Alpha Wealth Management and Planning LLC in Novato, CA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes roles at Morgan Stanley, Bank of America, Merrill, and Robert W. Baird. He serves as a board member for the Novato Police K9 Foundation. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, retirement consulting, and specialized advisory services. The firm employs a primarily long-term investment approach that integrates fundamental, technical, cyclical, and charting analysis to build diversified portfolios and sponsors its own wrap fee program with technical and fundamental platform options.

Nicholas Atkeson is a financial advisor with Delta Investment Management, LLC in San Francisco, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Delta since 2008 and was previously with US Capital Wealth Management, LLC from 2016 to 2018. Delta Investment Management provides discretionary investment management and consulting 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 ETF-based tactical rotation, concentrated equity mandates, and alternative investments, integrating financial planning into its asset management services.

Penny Bacharach is a CFP® professional with over 41 years of industry experience. She is currently with Alpha Wealth Management and Planning LLC, where she has been since 2015, and has also been associated with LPL Financial since 2005. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering a range of services including investment management, financial planning, retirement plan consulting, and specialized advisory work. The firm manages diversified portfolios with a primarily long-term investment approach, incorporating multiple analysis techniques and offering tax-efficient asset management alongside its own wrap fee program.

Daniel Murray Jr. is a financial advisor with Mirador Capital Partners in Larkspur, CA. He holds a Series 66 designation and has 14 years of industry experience, including 11 years with Mirador Capital Partners. Mirador Capital Partners provides portfolio management, financial planning, and retirement consulting services to individuals, trusts, pension and profit-sharing plans, and small businesses. The firm employs a top-down fundamental investment approach supplemented by technical analysis and manages a range of proprietary strategies across various asset classes.

Melissa Jones is a CFA® charterholder with three years of industry experience. She currently works at Osborne Partners and has prior experience at Iconiq, Jordan Park Group LLC, CNR Securities LLC, and Loomis Sayles. Osborne Partners Capital Management provides discretionary and non-discretionary investment management and integrated financial planning to a wide range of clients, including individuals, families, trusts, foundations, endowments, corporations, and retirement plans. The firm emphasizes actively managed, globally diversified multi-asset portfolios tailored to client-specific guidelines and employs strategies such as individual bonds, alternative instruments, hedging, and performance-based fee arrangements.

Brandon Miller is a CFP® and ChFC® with 26 years of industry experience. He has been with Brio Financial Group since 2017 and previously worked at Ameriprise Financial Services, Inc. for 17 years. Brio Financial Group serves individuals, trusts, retirement plans, and business entities, providing asset management, financial planning, and consulting services. The firm delivers asset management through a wrap fee program and offers a broad range of consulting services including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

Michael Garrigan 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 Axa-Advisors. Outside of his advisory role, he is involved in real estate investment through ownership of multiple properties and co-ownership of an investment LLC. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, providing discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a combination of quantitative and qualitative investment strategies and manages approximately $896 million in discretionary assets.

David Yeske is a CFP® professional with 36 years of experience in the financial advisory industry. He has worked at Yeske & Company, Inc. since 1990 and is currently a principal at Yeske Buie Inc., where he has been since 2007. Based in San Francisco, CA, he is part of an 11-advisor team at Yeske Buie. 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’s investment approach includes developing written Investment Policy Statements and constructing portfolios primarily with ETFs and mutual funds using Modern Portfolio Theory and manager due diligence.

Stephen Stanford is an investment advisor representative at The Putney Financial Group LLC with 37 years of industry experience. He previously worked at Portsmouth Financial Services Inc for 11 years and Arete Wealth Management for 3 years. Stanford holds Series 63 and Series 65 licenses. The Putney Financial Group LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm manages approximately $205 million in assets using a multi-faceted investment approach that emphasizes asset allocation across various instruments and delivers ongoing portfolio oversight with regular client reporting.

John Mcdevitt is a managing director at Fort Point Capital Partners LLC with 26 years of industry experience. He has held roles at Morgan Stanley & Co. LLC from 2002 to 2020 and currently serves as managing director at both Fort Point Capital Partners and Uhlmann Price Securities. He holds Series 65 and Series 63 licenses and is based in San Francisco, CA. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices, offering discretionary separately managed accounts and managing private pooled funds focused on private credit, private equity, and real estate. The firm employs a risk management approach with global diversification, tax-aware strategies, and the use of derivatives, while sponsoring and managing private fund vehicles with performance-based fees.

Echo Chien is a financial advisor with The Putney Financial Group LLC in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Putney Financial Group in 2024, Chien worked at Arete Wealth Management, Portsmouth Smartlife Financial Group, and Portsmouth Financial. Chien serves as Chief Compliance Officer for The Putney Financial Group's affiliated registered investment advisory firm. The Putney Financial Group LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm employs a multi-faceted investment approach emphasizing asset allocation across mutual funds, ETFs, fixed income, structured products, private placements, and options strategies.