Juan Carlos Peralta is a CFP® with 28 years of industry experience, currently serving at Roof Eidam Maycock Peralta LLC since 2009. He is based in San Francisco, CA, and holds a Series 63 license. Roof Eidam Maycock Peralta LLC provides discretionary investment management, financial planning, and retirement plan consulting to individual investors, charitable organizations, and institutional clients. The firm manages all client assets in-house, creating customized portfolios that incorporate fundamental, technical, and cyclical analysis, and operates a wrap-fee program covering trading costs for clients.

Monica Padilla is a CFP® with 40 years of experience in the financial services industry. She has been with American Investors Company since 1990 and has operated as a sole proprietor since 1985. Outside of advising, she provides tax preparation services seasonally and acts as a trustee and trust planner for personal clients. American Investors Company serves individuals, retirement plans, trusts, estates, and charitable organizations, offering both advisory and broker-dealer services. The firm provides discretionary and non-discretionary asset management, financial planning, and conducts evaluations of third-party money managers while acknowledging ERISA fiduciary duties for retirement advice.

William Paine is a financial advisor at GenCap Portfolio Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Front Row Advisors LLC since 2017 and Cloudwords from 2015 to 2017. 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 guide asset allocation and risk management, and it offers a range of investment strategies including equities, fixed income, ETFs, and real estate funds.

John Bargmann is a financial advisor at The Pacific Center for Financial Services with 31 years of industry experience. He holds a Series 63 designation and has worked at the firm since 1997, previously associated with Cetera and Cetera Wealth Services, LLC. Bargmann serves as a board member of the Micki Rainey Scholarship Fund. The Pacific Center for Financial Services provides financial planning, consulting, and investment management to individuals, including high-net-worth families and retirement accounts. The firm focuses on asset allocation and long-term diversification using fundamental, technical, and cyclical analysis and manages approximately $960 million in assets across multiple offices.

Jennifer Regan is a CFP® professional with six years of experience in financial advising. She has worked at North Berkeley Wealth Management, LLC since 2019 and previously held roles at Bell Investment Advisors and Asti Financial Management. North Berkeley Wealth Management serves individuals, families, business owners, and various entities with comprehensive financial planning and investment management. The firm employs a customized asset allocation approach using both passive and active strategies, including ESG options, and manages approximately $830 million in client assets.

Craig Frieders is a financial advisor with RB Capital Management, LLC in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with RB Capital Management and Crofton Capital Management since 2005 and is also involved in AmeriEstate Legal Plan Inc., assisting clients with estate planning. Outside of advisory work, he owns an independent insurance agency focused on term life and long-term care insurance. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm emphasizes asset allocation, diversification, and customized portfolios, integrating hedged strategies and managed fixed-income solutions while primarily managing assets in-house.

Stephen Philliber is a financial advisor at WP Advisors, LLC in South San Francisco, CA, with 26 years of industry experience. He has been with WP Advisors since 1999 and holds Series 63 and Series 65 designations. WP Advisors provides personalized investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm creates customized portfolios based on client goals and risk profiles, using fundamental analysis and a mix of long- and short-term strategies, and manages approximately $506 million in client assets.

Arvind Saxena is a financial advisor with US Capital Global Wealth Management, LLC, holding Series 63 and Series 66 licenses and one year of industry experience. He has prior experience with New Genesis Financials & Insurance Solutions Inc., Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. Saxena is also the owner of New Genesis Financials & Insurance Solutions Inc., which brokers non-registered insurance products and sells New York Life products. US Capital Global Wealth Management, LLC provides investment management, consulting, and financial planning services primarily to individual and high-net-worth clients. The firm uses a multi-step screening process combining fundamental, sector, and quantitative analysis to build diversified portfolios, employing a range of investment vehicles with ongoing monitoring and periodic reviews.

Forrest Bell is a Series 65-licensed financial advisor with Bell Investment Advisors Inc in Orinda, CA. He has 20 years of industry experience and has been with Bell Investment Advisors since 2005. Bell Investment Advisors is an SEC-registered firm serving individual and high-net-worth clients with discretionary portfolio management and fee-based financial planning. The firm customizes investment strategies based on clients’ personal and financial circumstances and conducts ongoing account monitoring while considering market and economic trends.

Ashley Rodabaugh is a financial advisor at Frec with nine years of industry experience. She holds a Series 66 designation and has worked at various firms including M1 Finance LLC and Nationwide Fund Distributors. Outside of her advisory role, she owns How Are You Still Single, LLC, a non-investment related business. 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 brokerage clients. The firm’s model-driven investment approach includes direct indexing, tax-loss harvesting, and customizable portfolio strategies, requiring clients to maintain a margin brokerage account with Frec Securities.

Aubrey Klearman is a CFP® professional currently with Yeske Buie Inc. in San Francisco, CA, where they have worked since 2023. Prior to joining Yeske Buie, Aubrey held positions at Mercer Advisors, RMB Capital, and Salt and gained experience during their time at the University of Colorado Boulder. Yeske Buie Inc. provides integrated wealth management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a process based on a formal discovery and Investment Policy Statement, implementing portfolios primarily with ETFs and mutual funds guided by Modern Portfolio Theory and ongoing manager due diligence.

James Sutton is a financial advisor at Echo45 Advisors LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch and Morgan Stanley. Outside of his advisory role, he is a passive investor in property technology and land development ventures through Land Club LLC and Land Club Sutter Creek LLC. Echo45 Advisors LLC serves individuals, trusts, pension and profit-sharing plans, professional fiduciaries, and business entities, managing approximately $194.9 million in discretionary assets. The firm offers comprehensive wealth management and investment services, employing diversified portfolios and a model-driven Auto Pilot service, alongside distinctive operational features such as affiliated tax and aviation subsidiaries.

David Gillimore is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Lifetime Marketing and Planning, Inc, AEFS, Bennion Deville Homes, Keller Williams Realty, and Emerson Equity LLC. He is also engaged as an insurance agent with Lifetime Marketing and Planning, Inc. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed and advisor-developed investment strategies and integrates quantitative and fundamental analysis to build diversified portfolios, including private market investments.

Albert Gutierrez is a CFA® charterholder with 11 years of industry experience. He has been with Atlas Capital Advisors Inc. since 2010. The firm operates as a team of five advisors based in San Francisco, CA. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and corporate clients. The firm employs evidence-driven, total-portfolio asset allocation and utilizes a variety of instruments including equities, fixed income, ETFs, derivatives, and private alternative investments.

Nicole Tanenbaum is a financial advisor at Chequers Financial Management LLC in San Francisco, holding a Series 65 designation with eight years of industry experience. She has worked at Chequers since 2017 and previously at Robertson Stephens Advisors, LLC from 2015 to 2017. Chequers Financial Management provides wealth management and financial planning services primarily to ultra-high-net-worth individuals, multi-generational families, and their related entities. The firm emphasizes a combination of strategic and tactical asset allocation using low-cost, passively managed funds, incorporating comprehensive planning that includes estate, tax, and alternative investment strategies.

Jason Romero is a financial advisor at Asset Dedication, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Asset Dedication since 2018, following prior roles at Royal Alliance and Genovese Burford & Brothers. Outside of his advisory work, he is involved in a nonprofit remote control car social club, which he founded and owns. 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 an Asset Dedication strategy that aligns equity allocations with investment-grade fixed-income securities to meet clients’ cash-flow needs, supporting a large client base through standardized sub-advisory arrangements and institutional custodial platforms.

Michael Hullen is a CFP® and PFS™ credentialed advisor at Liberty Wealth Management, LLC with 32 years of industry experience. He has been with Liberty Wealth Management since 2018 and also owns and operates Hullen Accountancy LLP, a CPA firm specializing in tax planning and preparation. He has held roles at AE Financial Services, LLC and Granite Bay Asset Management among others. Liberty Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and corporations. The firm employs a combination of centrally developed models and advisor-driven strategies, utilizing quantitative and fundamental analysis to build diversified portfolios and integrates third-party managers while providing comprehensive financial planning and educational services.

Aaron Szager is a CFP® with 24 years of industry experience and is currently affiliated with Osborne Partners in San Francisco, CA. His prior roles include positions at Golub Group, LLC and BlueSky Wealth Advisors, LLC. He holds Series 63 and Series 65 registrations. 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 constructed using quantitative screening, fundamental research, and third-party data, and is notable for operating an affiliated private pooled investment vehicle and offering performance-based fee arrangements.

Paul Resnick is a financial advisor at Osborne Partners with 36 years of industry experience. He has been with Osborne Partners Capital Management, LLC since 2013. Outside of his advisory role, he serves as board chair of the Foundation for a College Education and holds advisory positions with the Palo Alto Medical Foundation/Sutter Health and the Mgrublian Center for Human Rights at Claremont McKenna College. He is also involved with the Legal Aid Society of San Mateo County as a board member and committee participant. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities, offering personalized, actively managed portfolios and integrated financial planning. The firm employs global allocation strategies across various asset classes and serves as a sub-adviser to other investment advisers, including operating an affiliated private pooled investment vehicle.

Chad Franck is a financial advisor with The Pacific Center for Financial Services in Danville, CA. He holds a Series 66 designation and has 24 years of industry experience. He previously worked at Cetera Wealth Services, LLC for 13 years. Outside of advisory work, he is also a mortgage broker involved in first and second mortgages as well as FHA loans. The Pacific Center for Financial Services provides financial planning, consulting, and investment management services to individuals, including high-net-worth families and trusts. The firm focuses on asset allocation and long-term diversification using a combination of fundamental, technical, and cyclical analysis, managing portfolios that include mutual funds, ETFs, stocks, bonds, and alternative fund strategies.