Junlong Tan is a financial advisor with Intellectus Partners, LLC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at Asurion and Barclays Capital Inc. Outside of advising, he is involved in managing real estate investment and project companies as an owner and manager. Intellectus Partners serves high-net-worth individuals, trusts, estates, and private funds with wealth management, financial planning, investment consulting, and wealth coaching. The firm combines fundamental and quantitative analysis, including proprietary algorithms and alternative data, to build primarily long-term portfolios and manages nearly $3 billion in assets across discretionary and non-discretionary relationships.

Jonathan Tunney is a CFA® charterholder with 18 years of industry experience. He has been with Atlas Capital Advisors LLC since 2003. In addition to his advisory role, Tunney is involved in a foreign exchange risk advisory business, Atlas Risk Advisory LLC, which assists treasury and financial teams in optimizing their FX and commodities hedging strategies. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and corporate entities. The firm employs evidence-driven portfolio management focused on total-portfolio asset allocation and offers customized, tax-aware strategies with a range of investment instruments and specialized services.

Stephen Mantzouris is a financial advisor at Liberty Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked with multiple firms, including Infinity Financial Services and O'Donnell Financial Services. Outside of advisory services, Mr. Mantzouris is a licensed real estate broker in California and maintains insurance licenses with Lifetime Planning Marketing, Inc. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm combines centrally developed investment models with advisor-specific strategies, emphasizing diversification and utilizing third-party managers and custodial platforms for portfolio implementation.

Yucheng Yang is a financial advisor at SyntheticFi LLC in San Francisco, holding a Series 65 designation with two years of industry experience. He is also the Chief Executive Officer of Cyclone Technologies, Inc, the parent company of SyntheticFi LLC. Additionally, Yang manages Converge Fashion, LLC, a wholesale trade business. SyntheticFi LLC provides investment advisory and sub-advisory services to individuals, corporations, small businesses, and other registered advisers. The firm specializes in portfolio management through a box spread option strategy and employs proprietary software for automated monitoring and custom hedging strategies using exchange-traded and FLEX options.

Joseph Raymond is a financial advisor at Caldwell Sutter Capital, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Santa Monica Partners, Brandes Investment Partners, Brandes Institute, and Utah Tech University. Outside of his advisory role, he serves as the editor of a book published by Santa Monica Partners and receives a share of the profits from its sales. Caldwell Sutter Capital primarily serves high-net-worth individuals, families, and related entities, as well as corporate and municipal clients. The firm employs a bottom-up, fundamental value approach focused on individual equity and fixed-income research, offering customized portfolio management and financial planning through several distinct strategies.

Gregory Harder is a financial advisor at Caldwell Sutter Capital, Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at NBC Securities, Inc. and Edward Jones. Outside of his advisory role, he is self-employed as a life insurance agent. Caldwell Sutter Capital primarily serves high-net-worth individuals, families, and related entities, as well as corporate and municipal clients. The firm employs a bottom-up, fundamental value investment approach with a long-term, buy-and-hold orientation, managing approximately $606 million across customized portfolio management and financial planning strategies.

Kenneth Sitnick is a financial advisor at Meristead Wealth, LLC with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Stansberry Asset Management and TD Ameritrade. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and private credit funds. The firm employs a value-oriented investment approach that blends macro analysis with fundamental research across global equities and credit opportunities.

Brodie Cohen is a financial advisor at Cohen Capital Management Inc with three years of industry experience and a Series 65 designation. His prior experience includes roles at Epiq Capital Group, LLC and multiple engagements with Cohen Capital Management. Cohen Capital Management oversees approximately $1.0 billion in discretionary client assets, offering investment and wealth management services to individuals, high net worth clients, trusts, estates, charitable organizations, and corporations. The firm uses a combination of fundamental and quantitative analysis alongside cyclical methods to pursue long-term capital appreciation, managing customized portfolios with a focus on large account relationships.

Philip Ierardi Jr. is a financial advisor with Inflection Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Fidelity Brokerage Services, Inc. for 25 years and has been involved with The Oglethorpe Collective, LLC since 2025 as Chief Operating Officer. He is also an investor in Eton Solutions, a non-investment-related business. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients by providing comprehensive financial planning and portfolio management guided by investment policy statements and ongoing client reviews. The firm uses a manager-of-managers approach with a broad investment toolkit and incorporates AI tools for operational support.

Zachary Riera is a CFP® with 11 years of industry experience, currently serving at Osborne Partners. His prior roles include positions at Team Hewins, LLC and Wealth Architects, LLC. 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 tailored to client-specific guidelines and is notable for operating an affiliated private pooled investment vehicle and offering performance-based fee arrangements.

Nicholas Goldthorpe is a financial advisor at Assembly Wealth with three years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities and First Republic Securities Company, LLC. Prior to his advisory career, he spent four years at San Diego State University and Rancho Cotate High School. Assembly Wealth provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and other business entities. The firm emphasizes personalized investment policies and asset allocation tailored to each client’s objectives, managing over $430 million in discretionary assets as of the end of 2024.

Matthew Beck is a financial advisor at Brio Financial Group with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for American Century Investment Services, Inc. for 10 years before joining Brio in 2021. Brio Financial Group serves individuals, trusts, retirement plans, and business entities, offering asset management, financial planning, and consulting services. The firm provides discretionary portfolio management through a wrap fee program and delivers a broad range of consulting services including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

Hayley Curtis is a financial advisor at Frec with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Bank of the West. Outside of finance, she was involved with the nonprofit Fountain of Life Africa (the giving exchange) and the California Academy of Sciences. Frec Advisers provides automated investment advisory services through its web and mobile platform, serving retail and entity clients who open brokerage accounts with its affiliate. The firm focuses on discretionary portfolio management with direct indexing, tax-loss harvesting, hedging strategies, and systematic tax-aware trading, delivering services primarily through automation rather than traditional advisor-led interactions.

Gary De Mera is a financial advisor with RB Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at APW Capital, Inc. and Fsc Securities Corp. Outside of his advisory work, he serves as Co-Trustee managing the Desmond Family Trust and owns Bay Valley Properties, a real estate referral and management business. RB Capital Management, LLC serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management with an emphasis on hedged strategies and managed fixed-income portfolios, integrating personalized financial planning and active portfolio monitoring.

Caleb Luis is a financial advisor at Aspirean Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Sports Basement and Rolling Hills Club. Aspirean Wealth provides advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, focusing on long-term, asset-allocation-driven strategies using broadly diversified, passively managed mutual funds and ETFs. The firm manages approximately $195 million in assets and utilizes third-party money managers within a team of four advisors.

Bugra Bakan is a CFP® with 18 years of industry experience, currently serving at Occidental Asset Management, LLC since 2020. His prior experience includes roles at Shield Wealth Management, TD Ameritrade Investment Management, TD Ameritrade, Inc., and RBC Capital Markets. Occidental Asset Management advises high-net-worth individuals and institutional clients through separately managed accounts, providing wealth management, portfolio management, and comprehensive financial planning. The firm employs a range of analysis and trading tools and operates with a 12-advisor team across six offices.

Katrina Hermanson is a financial advisor at Twin Peaks Wealth Advisors with seven years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Cambridge Investment Research. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, high-net-worth families, trusts, retirement plans, and other entities. The firm’s investment approach focuses on strategic asset allocation using ETFs and institutional mutual funds, with tactical overlays and ongoing rebalancing, primarily delivered through discretionary separately managed accounts and householded relationships.

Thomas Piro is a CFP® with 12 years of industry experience, currently serving at Osborne Partners in San Francisco. His previous roles include positions at Baker Avenue Asset Management and The McBride Group. He is a board member of the Italian Athletic Club Foundation, a nonprofit focused on planning community events related to Italian culture and history in the North Beach area. Osborne Partners Capital Management provides discretionary and non-discretionary investment management and integrated financial planning to a variety of clients, including individuals, families, trusts, and institutions. The firm emphasizes actively managed, globally diversified multi-asset portfolios and offers specialized services such as 401(k) plan management, estate planning facilitation, and portfolio management for pooled investment vehicles.

Don Eidam Jr. is a CFP® with 29 years of industry experience and has been with Roof Eidam Maycock Peralta LLC since 2009. He is based in San Francisco, CA, and holds a Series 63 designation. Roof Eidam Maycock Peralta LLC serves individual investors, charitable organizations, and institutional clients by providing discretionary investment management, financial planning, and retirement plan consulting. The firm builds customized portfolios using a combination of fundamental, technical, and cyclical analysis and manages accounts exclusively on a wrap-fee basis, covering trading costs for wrap clients.

Charles Gehring is a CFA® charterholder with 27 years of industry experience. He has been with Mission Creek Capital Partners, Inc. since 2009. The firm serves institutional and private clients, including pension plans, endowments, foundations, executives, entrepreneurs, and pooled investment vehicles. Mission Creek combines a core-and-satellite investment approach with fundamental analysis and economic overlays, offering discretionary portfolio management, wealth planning, sub-advisory services, and specialized private equity distribution and post-venture management.