Jennifer Schmitz is a financial advisor at GenCap Portfolio Management with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Front Row Advisors LLC since 2017, Urban Concepts LLC since 2015, and I2 I Analytics, LLC from 2007 to 2017. She is also an owner of a real estate design and development company in Wilmington, Delaware. 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 manage diversified portfolios without a stated account minimum.

Henri Moudi is a CFP® and CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Mission Creek Capital Partners, Inc. in San Francisco, where he has been with the firm since 2012. Mission Creek Capital Partners serves a diverse client base including family offices, trusts, executives, pension plans, and institutional investors, providing discretionary investment management, financial planning, and specialized services such as private equity distribution management and portfolio transition strategies. The firm integrates fundamental analysis with tax-aware implementation and risk management, utilizing both active and passive instruments alongside quantitative tools and options overlays.

Paul Grace is a financial advisor at Aspirean Wealth, LLC with 25 years of industry experience. He has been with Aspirean Wealth, formerly Grace Financial Associates, since 2014 and previously operated Tamalpais Tax Services, Inc. for over three decades. In addition to his advisory role, he provides tax preparation services and offers life insurance, fixed annuities, long-term care, and disability products. Aspirean Wealth serves individuals, high net worth clients, and employer-sponsored retirement plans with comprehensive portfolio management, financial planning, and retirement consulting. The firm employs a long-term, asset-allocation-driven investment approach using diversified, passively managed funds and third-party money managers.

Troy Murphy is a financial advisor at Black Diamond Financial, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs for four years. Outside of his advisory role, Murphy serves on the Investment Committee of the U.S. Ski and Snowboard Association, owns a personal branding company, and is an advisory board member for Progression LLC, an outdoor recreation organization. Black Diamond Financial provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, and institutional clients. The firm employs a multi-advisor team approach with an emphasis on strategic asset allocation, low-cost index strategies, and selective institutional-quality private investments.

Adrian Azofeifa is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 credential with one year of industry experience. Prior to joining Liberty Wealth Management, he worked at OBI Capital and has experience in educational roles at San Diego State University and Moreau Catholic High School. He is also an insurance agent with Lifetime Planning Marketing, Inc., where he offers insurance and annuity products. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, and retirement plan services. The firm employs a combination of centrally developed models and adviser-developed strategies, with access to private market investments and an affiliated alternative-asset manager.

Trenton Spallas is a Private Wealth Advisor at Merrill Private Wealth Management, based in San Francisco. He focuses on providing financial advisory services to founders, corporate executives, and general partners at venture capital and private equity firms. His team specializes in managing complex family financial situations, aiming to simplify clients' financial lives so they can concentrate on their family, business, and community. His areas of expertise include corporate executive services, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, philanthropic planning, portfolio management services, individual and corporate investment strategy, and tax minimization. Trenton holds the Personal Investment Advisor (PIA) designation. Trenton earned both his Bachelor's degree and a Master of Business Administration (MBA) from Willamette University. Outside of his professional work, he has interests in adventure sports, baseball, basketball, fishing, football, golfing, running, and traveling.

William Dagley is a financial advisor at Private Wealth Partners, LLC with 21 years at the firm and 9 years of industry experience. He holds Series 63 and Series 65 credentials. Private Wealth Partners provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.92 billion in client assets and offers a range of strategies including equities, ETFs, fixed income, structured notes, private credit, and select covered-call option programs.

Gregg Clarke is a CFP® professional with 27 years of experience in financial advising. He has been with Meritas Wealth Management, LLC since 2008. Outside of his advisory role, he mentors in the Financial Planning Association’s Residency Program, developing and delivering case studies to CFP® professionals and candidates. Meritas Wealth Management provides fee-only investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm emphasizes strategic asset allocation and long-term, buy-and-rebalance portfolios primarily using no-load mutual funds and institutional share classes.

Stanislav Godsky is a CFP® with 10 years of industry experience, currently affiliated with Liberty Wealth Management, LLC. He has worked with Liberty Wealth Management since 2018 and is also associated with AE Financial Services, LLC and Lifetime Planning Marketing, Inc., where he acts as a licensed insurance agent involved in life insurance and variable product sales. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, retirement plan services, and access to third-party managers. The firm offers a combination of centrally developed models and advisor-developed strategies, including access to private market investments and affiliated private funds.

Spencer O Donnell is a financial advisor with O'Donnell Financial Services, LLC in San Rafael, CA, holding a Series 66 designation and two years of industry experience. His work history includes roles at Independent Financial Group, LLC and The Don Room, El Cortez. O'Donnell Financial Services, LLC provides wrap asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, and business entities. The firm offers tailored investment strategies through discretionary and non-discretionary mandates and is notable for its multiple business affiliations and sponsorship of client education events.

Patricia Delgrande is a CFP® professional with over 27 years of industry experience, currently serving at Chequers Financial Management LLC. She also holds the roles of COO and CFO at DN&E Walter & Co. based in San Francisco. Chequers Financial Management LLC provides tailored advisory services to ultra-high-net-worth individuals and complex multi-generational families, combining customized financial planning with discretionary investment management and Multi-Family Office capabilities.

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.

Jasin Carlen is an advisor at Alpha Wealth Management and Planning LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with LPL Financial since 2010. In addition to his advisory role, he provides non-variable insurance focusing on long-term care, life, and disability coverage. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, and specialized advisory services. The firm uses a primarily long-term investment approach that incorporates multiple types of analysis to build diversified portfolios, with ongoing account review and tax-efficient strategies.

Stephanie Nehmens is a financial advisor at North Berkeley Wealth Management, LLC, holding Series 65 and Series 66 credentials with one year of industry experience. Her prior work includes roles 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 a customized asset allocation process using both passive and active strategies, with options for ESG-focused investments.

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 with Tactivest, LLC, holding four years of industry experience. His prior work includes roles at Opes Advisors LLC, Golbar & Associates LLP, Pogosian & Company CPA, and Aspiriant LLC. He also provides accounting and tax preparation services outside of his advisory role. Tactivest offers portfolio management and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm employs various investment strategies and utilizes model portfolios and tax-management tools, operating without an account minimum.

Michael Romanchak is a financial advisor at Bcn Financial, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Crown Capital Securities. 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 in employer-sponsored plans and members of police and fire associations. The firm’s approach incorporates fundamental, technical, and sentiment analysis with a market-timing strategy focused on mutual funds and ETFs, serving over 200 associations and managing $81.3 million in assets under advisement.

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.