Sarah Leimenstoll is a financial advisor at Bell Investment Advisors Inc with six years of industry experience. She holds a Series 65 credential and has been with Bell Investment Advisors since 2016. Prior to that, she worked at Keep&Share from 2011 to 2016. Bell Investment Advisors is an SEC-registered firm that provides discretionary portfolio management and fee-based financial planning for individual and high-net-worth clients. The firm customizes investment recommendations based on clients’ financial situations and goals, offering specialized planning services such as retirement and real estate analysis.

David Santos Garcia is a financial advisor at One Wealth Advisors, LLC in San Francisco, CA. He holds a Series 65 credential and has six years of experience with the firm. Prior to joining One Wealth Advisors, he held positions at Inxeption Corp, Slatt Capital, Foreign Cinema, Sony Pictures Entertainment, and Gjelina Company. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers comprehensive wealth management, portfolio management, and retirement-plan advisory services, employing a primarily long-term investment approach with tactical flexibility and utilizing diversified portfolios and third-party platforms.

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.

Tushar Kumar is a Series 66 registered financial advisor with 17 years of industry experience. He has worked at Twin Peaks Wealth Advisors since 2022 and previously spent seven years at LPL Financial. Kumar also provides expert insights as a consultant for GLG 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 offers discretionary portfolio management and integrated financial planning, using a strategic asset allocation approach with ETFs and institutional mutual funds, complemented by tactical overlays and ongoing rebalancing.

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 in San Francisco, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Intellectus Partners since 2015. Intellectus Partners provides wealth management, investment consulting, financial planning, and portfolio management primarily to high-net-worth individuals, trusts, estates, and private funds. The firm uses a combination of fundamental analysis and proprietary quantitative algorithms, offering both discretionary and non-discretionary services with a focus on long-term investment strategies alongside shorter-term trading as needed.

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 six years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, Sally Tomatoes, First Arkansas Financial, and the University of Central Arkansas. Moment Partners provides investment management and financial advisory services to individuals, high-net-worth clients, families, trusts, foundations, corporations, and plan sponsors. The firm focuses on risk-adjusted, tax-efficient asset allocation using a combination of active and passive strategies, with ongoing portfolio 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.

Jerene Meissert is a financial advisor at Bell Investment Advisors Inc with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Bell Investment Advisors since 2008. Outside of her advisory role, she volunteers as a cashier and sales assistant at Daisy's, a gift shop in Alameda, California. Bell Investment Advisors is a team-based SEC-registered firm serving individual clients, trusts, and institutional accounts. The firm provides investment management and financial planning services using diversified strategies primarily through exchange-traded funds and no-load mutual funds, with customized investment policy statements for each client.

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.

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.