Lisa Terk is a financial advisor at US Capital Global Wealth Management, LLC with 17 years of industry experience. She has held roles at US Capital Global Securities, LLC and Oppenheimer, and spent a year with The Smith Family Foundation. Outside of advisory work, she acts as a business consultant for HR benefits through Insperity. US Capital Global Wealth Management provides investment management, consulting, and financial planning services primarily to individual and high-net-worth clients. The firm employs a multi-step screening process combining fundamental, sector/industry, and quantitative analysis, utilizing a diverse range of investment vehicles and active versus passive strategies.

Cheryl Charney is a financial advisor at American Investors Company with 38 years of industry experience. She has been with American Investors Company since 1998 and is also involved in Professional Staffing Group, Inc., where she serves as an officer and manager focusing on health insurance sales and service. American Investors Company provides investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers various services such as asset management, financial planning, and retirement advice, operating under both SEC-registered adviser and broker-dealer structures.

Kyler Hasson is a financial advisor at Delta Investment Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Delta since 2018, following prior roles at US Capital Wealth Management, LLC and his own firm, Hasson Investments. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, as well as subadvisory services to other firms. The firm employs a variety of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning within its asset management offerings.

David Santos Garcia is a financial advisor with One Wealth Advisors, LLC in San Francisco, holding a Series 65 credential and six years of industry experience. His prior work includes roles at Inxeption Corp, Slatt Capital, Foreign Cinema, Sony Pictures Entertainment, and the Gjelina Company. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans with comprehensive investment management, financial planning, and retirement-plan advisory services. The firm employs a holistic “financial life plan” approach, combining diversified portfolios and third-party implementation, and manages over $1.25 billion in client assets through a multi-advisor team.

Hubert Lenczowski is a financial advisor with Private Wealth Partners, LLC, holding a Series 65 credential and eight years of industry experience. He served in the United States Navy from 2013 to 2018 before joining Private Wealth Partners. 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 manages approximately $1.98 billion in assets and employs both fundamental and quantitative analysis to manage diversified portfolios, including the use of options and alternative investments.

Evan Hershey is a financial advisor at Caldwell Sutter Capital, Inc. with 27 years of industry experience. He previously worked at NBC Securities, Inc. and Umpqua Investments, Inc. He serves as a director on the investment committee for the Santa Rosa Junior College Foundation. Caldwell Sutter Capital primarily serves high-net-worth individuals, families, and related entities, offering portfolio management and financial planning through a bottom-up, fundamental value investment approach.

Katherine King is a CFP® professional with 28 years of experience in the financial industry. She has been with North Berkeley Investment Partners, LLC since 2005. She holds Series 63 and Series 65 licenses and is based in Berkeley, CA. 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, using a mix of passive and active strategies, ESG options, and employs separately managed accounts with a willingness to use options and leverage in certain portfolios.

Michael Cordano is a financial advisor at Jackson Square Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Jackson Square Capital since 2019. Prior to that, he was employed at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2016 to 2019. Jackson Square Capital, LLC provides discretionary and non-discretionary wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $564.3 million in client assets, tailoring portfolios based on client risk tolerance, time horizon, and liquidity needs while employing a range of investment strategies and tools including individual equities, fixed income, alternatives, and independent managers.

Brett Wippler is a Series 65-licensed financial advisor at Liberty Wealth Management, LLC with two years of industry experience. Before joining Liberty Wealth Management, he worked at Cushman & Wakefield and was previously affiliated with the University of Southern California. Liberty Wealth Management is an SEC-registered advisory firm serving individuals, trusts, retirement plans, corporations, and other entities. The firm offers investment management, financial planning, and employee-benefit plan services, using a combination of centrally developed models and advisor-specific strategies to create diversified portfolios.

Cooper Richmond is a financial advisor at SyntheticFi LLC with a Series 65 credential and no prior industry experience. His work history includes roles at SyntheticFi, SageSure, the University of Washington, and Berkeley High School. SyntheticFi provides investment advisory and sub-advisory services primarily to other registered investment advisers, as well as individual clients, corporations, and small businesses. The firm specializes in an automated trading strategy involving exchange-traded European-style S&P 500 index options, offering client-facing software for performance reporting, margin monitoring, and alerts.

Sean O’Toole is a financial advisor at Penserra Wealth Management with six years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Maverick LTC, LLC. Penserra Wealth Management provides discretionary portfolio management, pension consulting, and financial planning services. The firm employs a mix of fundamental, technical, cyclical, and economic analysis and utilizes strategies including strategic asset allocation, ETFs, mutual funds, options, and alternative investments.

Tushar Kumar is a financial advisor at Twin Peaks Wealth Advisors with 16 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial for seven years before joining Twin Peaks Wealth Advisors. Kumar also provides expert insights through occasional consulting. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, families, trusts, retirement plans, and other entities. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, offering discretionary portfolio management and integrated financial planning tailored to different account sizes.

Nathan Walsh is a financial advisor at Occidental Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Occidental Asset Management and Acc Investment Management since 2013. Occidental Asset Management provides wealth management, financial planning, and portfolio management services primarily for high-net-worth individuals and institutional clients. The firm employs a mix of analytical methods and offers both discretionary and non-discretionary services, managing approximately $1.07 billion across nearly 900 separately managed accounts.

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 financial advisor with Decker Retirement Planning Inc. in Salt Lake City, UT, holding a Series 65 credential and eight years of industry experience. He is also the co-founder and Chief Financial Officer of Join IT, Inc., a membership management software company. Decker Retirement Planning provides personalized retirement and financial planning, along with discretionary investment management, serving individuals, high-net-worth clients, and various institutional entities. The firm employs a model-driven investment approach utilizing quantitative strategies and a range of investment products, supported by a six-advisor team managing approximately $285 million.

Tina Chan is a financial advisor with Intellectus Partners, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Intellectus Partners since 2015. Intellectus Partners provides wealth management, investment consulting, financial planning, and portfolio management services to high-net-worth individuals, trusts, estates, and private funds. The firm combines fundamental analysis with proprietary quantitative algorithms and alternative data, offering both discretionary and non-discretionary services across a broad investment toolkit.

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 with five years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing, Sally Tomatoes, First Arkansas Financial, Inc., and the University of Central Arkansas. Moment Partners, LLC provides investment and wealth management, financial planning, and fiduciary services to individuals, high-net-worth families, trusts, estates, foundations, pension and profit-sharing plans, and corporate clients. The firm employs customized, risk-adjusted, tax-aware asset allocation strategies, combining active and passive security selection with ongoing monitoring and rebalancing.

Hunter Steadley is a financial advisor at Inflection Capital Management, LLC with 12 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior firms include New York Life, Personal Capital Advisors Corporation, Johnson Financial Group, and Lake Street Advisors Group. He is also managing director of The Oglethorpe Collective (TOC-23), an affiliated investment entity. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients, offering comprehensive financial planning and portfolio management. The firm uses an IPS-driven, manager-of-managers approach with a broad investment toolkit and incorporates AI tools and third-party research in its process.

Justin Kunz is a financial advisor with Inflection Capital Management, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior experience includes roles at BlackRock Investment LLC and Fidelity Investments. Kunz serves as a board member of the Olympic Club Foundation, participating in committees responsible for grant recommendations. Inflection Capital Management serves family offices, high-net-worth individuals, endowments, foundations, trusts, and businesses, providing financial planning and portfolio management. The firm employs an investment policy statement-driven, manager-of-managers approach, using a broad range of investment vehicles and AI tools for operational support.