Laura Kohler is an advisor at Willow Grove Advisors, LLC with a Series 65 designation. She has recent experience working with Willow Grove Advisors and Ride Oakland, along with roles at Family Support Services and SoulCycle, LLC. Prior to her current roles, she spent five years at KPMG, LLP. Willow Grove Advisors is a fee-only SEC-registered investment adviser serving individual and high-net-worth clients, typically with account minimums of $500,000. The firm provides discretionary portfolio management with an investment approach that combines strategic asset allocation, technical and economic analysis, and uses a mix of ETFs, mutual funds, and private placements.

Jonathan Steele is a CFA® charterholder with 27 years of industry experience. He has been with One Wealth Advisors, LLC since 2015, working as part of an 11-advisor team in San Francisco, CA. One Wealth Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans with comprehensive wealth management, financial planning, and portfolio management services. The firm employs a primarily long-term investment approach complemented by tactical adjustments and utilizes diversified portfolios including mutual funds, ETFs, bonds, independent managers, and alternatives.

Kelly Randall is a CFP® professional with seven years of industry experience, currently serving as an advisor at Burton Enright Welch since 2019. Prior to that, Randall worked for five years at Altfest Personal Wealth Management. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and various business entities. The firm manages approximately $1.246 billion across discretionary and non-discretionary accounts, employing a disciplined four-step investment approach that combines active and passive strategies with ongoing portfolio monitoring.

Matthew Blind is a financial advisor at Inflection Capital Management, LLC with 10 years of industry experience. He holds the CFA® designation and the Series 63 license. His prior roles include positions at Fidelity Investments, Tortoise Securities, and Bramalea Partners, where he remains a member of the advisory board. He is also CEO of The Oglethorpe Collective, LLC, a formal affiliate of Inflection Capital Management. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients by providing comprehensive financial planning and portfolio management. The firm uses an IPS-driven, manager-of-managers approach with a range of investment tools and incorporates AI-supported operational processes.

Rodney La Fleur is a Series 65 licensed advisor at Chequers Financial Management LLC with two years of industry experience. Prior to joining Chequers in 2023, he worked in education roles including positions at the West Contra Costa Unified School District and Teach For America. Chequers Financial Management LLC serves ultra-high-net-worth individuals, multi-generational families, and their related entities through tailored advisory services, combining customized financial planning with discretionary investment management that emphasizes passive asset-class funds and alternative investments for qualified clients.

Joseph Helmer is a financial advisor at Caldwell Sutter Capital, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Caldwell Sutter Capital since 2008. Helmer serves as a director on the board of Crazy Woman Creek Bancorp, the bank holding company of Buffalo Federal Bank, where he participates on the audit committee. Caldwell Sutter Capital primarily serves high-net-worth individuals, their 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 strategies.

David Lewis is a financial advisor at Lewis Asset Management in Lafayette, CA, with 28 years of industry experience. He has been with Lewis Asset Management since 2007 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he is an independent insurance agent for various insurance companies. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans through a five-advisor team, managing approximately $387 million. The firm focuses on long-term trading and broad-market exposure, constructing customized portfolios that emphasize diversified fund-based strategies aligned with clients’ objectives and risk tolerance.

Michael Bristow is a financial advisor with Tamalpais Asset Management in Larkspur, CA, holding Series 66 and Series 63 licenses and 15 years of industry experience. He has worked at Emerson Equity LLC, Calamar Financial Group, and Perigon Wealth Management, among others, and currently serves as a managing partner at Tamalpais Asset Management, where he is involved in daily operations, client communication, financial education, and account management. Tamalpais Asset Management oversees approximately $262.5 million across about 261 client relationships, focusing on high-net-worth households and accredited investors. The firm emphasizes passive core exposures using DFA mutual funds and ETFs, applies modern portfolio theory combined with fundamental, cyclical, and quantitative analysis, and employs a range of investment strategies including options, margin, and alternative investments under discretionary trading authority.

Michael Firestone is a CFA® charterholder with seven years of industry experience. He has worked at Fire Capital Management, LLC since 2018 and previously at Fiduciary Trust International from 2010 to 2018. He is also the owner and managing member of Firestone Ventures, LLC. Fire Capital Management serves high-net-worth and ultra-high-net-worth individuals, families, institutional, and charitable clients with services including private wealth management, multi-family office support, and an Outsourced Chief Investment Officer program. The firm integrates ESG factors into fundamental research and manages customized, security-level portfolios through a boutique team overseeing more than $600 million in assets.

Robin Brinckerhoff is a CFP® with 14 years of industry experience, currently serving as a managing director at Fort Point Capital Partners LLC. Prior to joining Fort Point in 2017, Brinckerhoff held roles at Gordian Investments, Wells Fargo Advisors, and Wells Fargo Bank. Fort Point Capital Partners serves family offices and high net worth individuals with financial planning, discretionary portfolio management, and supervisory services. The firm emphasizes risk-focused investment strategies, global diversification, active risk management, and systematic tax-loss harvesting through ETFs.

Michael Phippen is a financial advisor at Gordian Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Capulent, LLC and Sanctuary Securities, LLC. He is also involved with Gordian Capital Management, a registered investment advisor. Gordian Wealth Advisors primarily serves high-net-worth individuals, trusts, and estates by providing discretionary portfolio management, independent manager oversight, and integrated financial planning. The firm employs a blended fundamental and quantitative investment approach with diversified, asset-allocation-driven strategies tailored to each client’s objectives and risk tolerance.

Edward Kearney is a ChFC® with 19 years of industry experience. He has been with Chequers Financial Management LLC in San Francisco since 2016. Chequers Financial Management LLC provides bespoke advisory services to ultra‑high‑net‑worth individuals, multi‑generational families, and their associated entities. The firm offers customized financial planning combined with discretionary investment management, focusing on passive asset-class funds and alternative investments for qualified clients.

Daniel Beatty is a financial advisor at Selby Wealth Management with 19 years of industry experience. He has been with Selby Wealth Management since 2024 and also maintains a long-standing role at JOHN W. BOOKER & CO., CPAs, PC, where he has worked since 1983. Selby Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio construction, offering discretionary investment management and fiduciary retirement plan services.

Michael Mischler is a CFA® charterholder with five years of industry experience, currently serving as an advisor at Gemmer Asset Management LLC, where he has been since 2013. The firm employs a team of eight advisors and is based in Walnut Creek, CA. Gemmer Asset Management provides discretionary portfolio management services to individuals, trusts, retirement plans, and small businesses. The firm manages over $2.3 billion across approximately 1,270 clients, focusing on separately managed accounts with an investment approach centered on asset allocation, longer-term holdings, and periodic portfolio rebalancing.

Vivian Fox is a Series 65 licensed advisor with SAS Financial Advisors, LLC., based in San Francisco, CA. She joined SAS Financial Advisors in 2025 and has prior experience at Section 32, LLC., Light Street Capital Management, Collective Health, and KPMG. SAS Financial Advisors is a fee-only advisory team managing approximately $150 million for nearly 200 clients, primarily individual and high-net-worth households as well as certain pensions and profit-sharing plans. The firm focuses on portfolio construction using passively managed index securities and fixed income, combining fundamental and technical analysis with long- and short-term strategies, and provides comprehensive financial planning services.

Winston Gaffron is a financial advisor at Delta Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Delta since 2020. Prior to joining Delta, he spent two years as a world traveler and four years at US Endoscopy. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, and also serves as a subadvisor to other advisory firms.

Michael Russo is a financial advisor at Argos Wealth Advisors LLC in San Francisco, holding Series 63 and Series 65 designations with 19 years of industry experience. He has been with Argos Wealth Advisors since 2007. Argos Wealth Advisors provides investment management and financial planning services to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, using a risk-based, strategic asset allocation approach with ongoing portfolio monitoring and oversight of third-party money managers.

Maria Quintana Pilling is a CFA® charterholder with one year of experience at North Berkeley Wealth Management, LLC. Prior to joining the firm, she has owned and operated Urbanspice Nutrition, a nutrition and health coaching practice. She serves clients from 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 provides comprehensive financial planning and investment management with an emphasis on long-term, total-return oriented portfolios using a mix of passive and active strategies and offers ESG and carbon-screened options.

Melanie Pelayo is a CFP® professional with 15 years of industry experience. She worked at Financial Perspectives from 2004 to 2019 before joining Mission Creek Capital Partners, Inc., where she is part of an eight-advisor team based in San Francisco, CA. Mission Creek Capital Partners serves institutional and private clients, including pension plans, endowments, foundations, and executives. The firm employs a core-and-satellite investment approach with fundamental bottom-up analysis and a top-down economic overlay, offering a range of services such as discretionary portfolio management, wealth planning, and specialized private equity distribution and post-venture management.

Krishna Gaglani is a financial advisor at Twin Peaks Wealth Advisors in San Francisco, holding the Series 65 and Series 63 designations with one year of industry experience. Prior to joining Twin Peaks Wealth Advisors, Gaglani worked at Mullin Barens Sanford and has held positions at several other firms including Tanager Wealth Management and John Lamb Wealth Management. 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 employs a strategic asset allocation approach using ETFs and institutional mutual funds, complemented by tactical overlays and rebalancing, and offers various specialized investment and legacy strategies.