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.

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.

Julian Goodman is a financial advisor at Stonebridge Financial Group with one year of industry experience. He holds a Series 66 designation and has previous experience at firms such as Equitable Advisors, Blair Martin Financial Professional, and Beacon Pointe Advisors. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, offering discretionary wealth management, financial consulting, and retirement plan advisory services. The firm uses a combination of quantitative and qualitative analysis, modern portfolio theory, and occasional charting to manage diversified portfolios across various asset classes.

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.

Christopher Rose is a CFP® with four years of industry experience. He is currently with Aptus Financial, LLC and previously worked at Waypoint Wealth Partners, Your Financial Pharmacist, CJR Financial LLC, and StubHub. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on passive, long-term indexing and client education, operating a distributed team and offering fixed-fee planning alongside subscription-based ongoing support.

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 with Green Ocean Global Advisors LLC in San Francisco, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions 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 strategies tailored to client risk profiles.

Jonathan Lederer is a CFA® charterholder with 17 years of industry experience. He is currently with Mission Creek Capital Partners, Inc., where he has worked since 2021. Prior to that, he spent five years at US Bank Private Bank. Mission Creek Capital Partners serves a diverse client base including family offices, trusts, pension plans, and institutional investors, providing discretionary investment management, financial planning, and specialized services such as private equity distribution management and portfolio transition. The firm combines fundamental analysis with tax-aware implementation and risk management, using both active and passive strategies alongside quantitative tools and derivatives overlays.

William Reynolds is a CFA® charterholder and Series 65 licensee with four years of industry experience. He has worked at Fire Capital Management since 2021 and previously held positions at First Franklin Financial Services and Prime Meridian. Fire Capital Management serves high-net-worth and ultra-high-net-worth individuals, families, and select institutional and charitable clients through private wealth management, multi-family office services, financial planning, and an Outsourced Chief Investment Officer program. The firm emphasizes customized, security-level portfolios with integrated ESG research and manages client relationships primarily on a discretionary basis.

Mark Anderson is a CFP® with 22 years of industry experience, currently serving at Fort Point Capital Partners LLC since 2016. He has also been associated with Lakeside North Capital Advisors, LLC since 2015 and previously worked at Oklo Financial, LLC from 2003 to 2014. In addition to his advisory roles, Mr. Anderson acts as an expert witness providing opinions on investment portfolio value changes. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk management, global diversification, and tax-aware strategies, and sponsors private fund vehicles that focus on private credit, equity, and real estate investments.

Kelly Lawson is a financial advisor with The Putney Financial Group LLC in San Rafael, CA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. Prior to joining Putney Financial Group, Lawson has worked with Arete Wealth Management and Portsmouth Financial Services. Outside of advising, Lawson serves as Treasurer for San Geronimo Community Church, a nonprofit organization. The Putney Financial Group provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm uses a multifaceted investment approach emphasizing asset allocation across various securities, managing portfolios generally on a discretionary basis with regular reviews and reporting.

Tiffani Clarke is a financial advisor at Meritas Wealth Management, LLC in San Rafael, CA, with 16 years of industry experience. She holds a Series 65 designation and has been with Meritas since 2009. Meritas Wealth Management provides personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm emphasizes long-term diversification through written Investment Policy Statements and primarily passive investment strategies informed by academic research and Modern Portfolio Theory.

Megan Gorman is a financial advisor at Chequers Financial Management LLC with 20 years of industry experience. She holds Series 66 and Series 65 licenses and has been with Chequers since 2015. Chequers Financial Management LLC provides bespoke advisory services to ultra-high-net-worth individuals and complex, multi-generational families, focusing on wealth transfer, estate and philanthropic planning, and ongoing financial administration. The firm combines customized financial planning with discretionary investment management, emphasizing passive asset-class funds and alternative investments for qualified clients.