Stanislav Godsky is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Liberty Wealth Management, LLC. He has worked with AE Financial Services, LLC since 2018 and has been involved with Lifetime Planning Marketing, Inc. for over a decade as a licensed insurance agent. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm combines centrally developed models with advisor-developed strategies, offering diversified portfolios that include mutual funds, ETFs, fixed income, real estate, and private market investments, and integrates third-party managers while providing client education programs.

Allan Leung is a CFP® professional at PlanVision, LLC with one year of industry experience. His prior work includes roles at H&R Block, Monroe Wealth Management, and LiveWell Capital. PlanVision provides fee-only financial planning and consulting primarily to high-net-worth individuals through written plans and ad-hoc consultations. The firm emphasizes a long-term, passive investment approach and delivers advice without managing client assets or requiring clients to implement recommendations through PlanVision.

Patricia Delgrande is a CFP® and an advisor at Chequers Financial Management LLC with four years of experience at the firm. She also serves as COO and CFO of DN&E Walter & Co., where she has worked since 2000. Chequers Financial Management provides wealth management and financial planning primarily for ultra-high-net-worth individuals, complex multi-generational families, and related entities. The firm employs a strategic and tactical asset allocation approach, emphasizing low-cost, passively managed funds and comprehensive planning services.

Elizabeth Ly is a financial advisor at Sentry Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Sentry Advisors and its related entities since 2015. Sentry Advisors provides portfolio management, financial planning, and consulting services to individuals, trusts, pension plans, and charitable organizations. The firm manages approximately $2.41 billion in client assets and emphasizes individualized advice through a combination of fundamental, technical, and modern portfolio theory approaches.

Brandy Navarro is a CFP®, ChFC®, and holds a Series 66 license with 24 years of industry experience. She has worked at LPL Financial LLC since 2014 and has been with Vantage Wealth Management, LLC since 2010. In addition to her advisory role, she is involved in insurance-related activities including life, disability, and long-term care insurance. Vantage Wealth Management serves individuals, trusts, retirement plans, charities, corporations, and broker-dealers, managing approximately $897 million in client assets through a seven-advisor team. The firm offers personalized financial planning and asset management with a focus on diversified portfolios using mutual funds and ETFs, employing both strategic rebalancing and tactical adjustments.

Stephanie Nehmens is a financial advisor at North Berkeley Wealth Management, LLC with one year of industry experience. She holds Series 65 and Series 66 licenses. Prior to joining North Berkeley Wealth Management, she worked at Arta Finance, Finix Payments, Secfi Securities, Homepoint Financial, LendingClub, and JP Morgan Chase & Co. North Berkeley Wealth Management provides comprehensive financial planning and investment management to a diverse client base, including individuals, families, business owners, and charitable organizations. The firm employs customized asset allocation strategies primarily using institutional mutual funds and ETFs, with options for ESG-focused investing and the use of sub-advisers or separately managed accounts in certain cases.

Howard Aschwald Jr. is a CFA® charterholder with 28 years of industry experience. He has worked at Delta Investment Management, LLC since 2022 and previously held roles at Lido Advisors, LLC and Quantum Capital Management. Delta Investment Management provides discretionary investment management and consulting services 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 systematic ETF-based tactical rotation and concentrated equity mandates, integrating financial planning within its advisory services.

Daniel Nakahara is a financial advisor at North Berkeley Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with North Berkeley Investment Partners, LLC since 2015. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning and investment management, emphasizing long-term, total-return oriented portfolios that combine passive and active strategies, with options for ESG and carbon-screened investments.

Shana Ballard is a CFP® and Series 66-registered advisor with 15 years of industry experience. She is currently with Mission Creek Capital Partners, Inc., joining the firm in 2025 after previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and other financial firms. Mission Creek Capital Partners serves institutional and private clients, including pension plans, endowments, foundations, executives, entrepreneurs, and governmental entities. The firm employs a core-and-satellite investment approach combined with fundamental bottom-up analysis and top-down economic overlays, offering discretionary portfolio management, wealth planning, and specialized private equity distribution services.

Sevada Haghverdian is a financial advisor at Tactivest, LLC with four years of industry experience. His work history includes roles at Opes Advisors LLC, Golbar & Associates LLP, Pogosian & Company CPA, and Aspiriant LLC. In addition to advisory services, he is involved in accounting and tax preparation. Tactivest provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a diverse mix of analytical approaches and trading strategies and operates through multiple offices despite having a small advisory team.

Michael Romanchak is a financial advisor with BCN Financial, Inc. in Alameda, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has previously worked at LPL Financial, Crown Capital Securities, LP, and Quest Securities, Inc. Outside of finance, he operates Michael Romanchak Photography, a web-based gallery selling his photographs. BCN Financial provides retirement plan advisory and financial planning services primarily to participants of employer-sponsored retirement plans and members of over 200 Police and Fire Department associations. The firm focuses on mutual funds and ETFs within employer plan options, combining fundamental, technical, and sentiment analysis with market timing to provide non-discretionary advice and detailed client reporting.

Sydney Woodward is a CFP® and holds a Series 65 license, with four years of industry experience. Woodward has worked at Yeske Buie Inc. since 2021 and has held prior positions at Forum Financial Management, Ehlert Financial Group, Clarendon Wealth Management, Atlantic Union Bank, and Target. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a process driven by written Investment Policy Statements and portfolio construction based on Modern Portfolio Theory, managing over $1 billion with a ten-person advisory team.

Robert Wells is a CFA® charterholder with six years of industry experience. He is currently an advisor at Selby Wealth Management and has previously worked at John W. Brooker & Co., CPAS, PC and Keating Consulting Group. Outside of finance, he has been involved in music licensing and performance since 1993 and works as a Music Licensing Consultant for Austin City Limits Enterprises, managing music publisher relations and licensing. Selby Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio construction using mutual funds, ETFs, and individual securities, and acts as a fiduciary for retirement accounts under ERISA/IRC.

Michael Telford is a financial advisor at Brio Financial Group in San Francisco, CA, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at Ernst & Young, Ameriprise Financial Services, and The Vanguard Group. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and consulting services. The firm offers discretionary portfolio management through a wrap fee program and a broad range of consulting services, including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

Caroline Gorham is a CFP® at Neumann Capital Management with three years of industry experience. She has been with Neumann Capital Management since 2016. Neumann Capital Management is a fee-only wealth management firm managing approximately $630 million for around 191 clients, including individuals, high-net-worth individuals, trusts, and charitable organizations. The firm offers comprehensive and essential wealth management programs, employing strategic asset allocation, proprietary screening, and Monte Carlo simulations in its investment process.

Valerie De Vol is a financial advisor at Assembly Wealth with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at WrapManager, Inc. from 2005 to the present. Assembly Wealth is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, standalone financial planning, and third-party manager services, utilizing a combination of asset allocation, specialized strategies, and wrap fee program structures.

Karime Azar Wabi is a financial advisor at One Wealth Advisors, LLC with six years of industry experience. She holds the Series 65 designation and has been with One Wealth Advisors since 2019. Prior to that, she worked at Hult International Business School for five years. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers comprehensive wealth management, financial planning, and portfolio management services, using a primarily long-term investment approach with tactical flexibility and a range of investment vehicles.

Xuan Wang is a financial advisor at Delta Investment Management, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Quantum Capital Management and Lido Advisors, LLC. In addition to her advisory role, she serves as an Operation Manager at Chestnut Street Global Advisors, LLC, a financial planning firm. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, offering a range of strategies including systematic ETF rotation and concentrated equity mandates. The firm also serves as a subadvisor to other advisory firms and integrates financial planning into its asset management services.

Lauren Stansell is a CFP® professional with 11 years of industry experience, currently serving at Yeske Buie Inc. since 2013. She is a board member of the Financial Planning Association, where she leads board meetings and works with strategic partners. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, personal trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a disciplined investment process based on Modern Portfolio Theory, utilizes ETFs and mutual funds, and manages over $1 billion with a team of ten advisors.

Ryan Ahrens is a financial advisor at Green Ocean Global Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments, Resolute Capital Partners, E*TRADE Financial, Blackpier Capital, and TD Ameritrade. Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and referrals to third-party investment managers for individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, quantitative, modern portfolio theory, and technical analysis, employing both long- and short-term trading within client risk profiles.