Todd Sixt is a financial advisor at Strait & Sound with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Mutual Advisors, Alpha Cubed Investments, TD Ameritrade, Charles Schwab, The Caprock Group, and Fidelity. He has been with Strait & Sound since 2020 as part of a seven-advisor team based in San Francisco. Strait & Sound is a registered investment adviser serving individual, high-net-worth, and business clients through discretionary wealth management, financial planning, and investment consulting. The firm employs a mosaic investment approach that combines valuation metrics, behavioral and technical analysis, and portfolio construction, emphasizing diversification and capital preservation.

Jeffrey Petersen is a financial advisor with Willow Grove Advisors, LLC in Berkeley, CA, holding Series 65 and Series 66 licenses and possessing 17 years of industry experience. He has been with Willow Grove Advisors since 2010. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for around 187 client relationships, primarily individual and high-net-worth investors. The firm offers customized portfolio management using a combination of technical and economic analysis, strategic asset allocation, and both long- and short-term trading strategies, and it provides detailed reporting and private placement due diligence for suitable clients.

Anthony Jurado is a CFP® professional with 26 years of industry experience. He is currently with Lodestar Private Asset Management LLC, where he has worked since 2016, and previously spent 10 years at LPL Financial. Jurado holds Series 63 and Series 65 licenses. Lodestar Private Asset Management serves individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans with personalized financial planning and investment management. The firm employs a tactical asset allocation strategy combining passive and active investments, generally maintaining long-term holdings with attention to tax implications in taxable accounts.

Reed Mccue is a financial advisor at Chequers Financial Management LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Chequers Financial Management since 2016. Chequers Financial Management LLC provides tailored advisory services to ultra-high-net-worth individuals, complex multi-generational families, and their associated entities. The firm offers Personal CFO and Multi-Family Office services, combining customized financial planning with discretionary investment management focused on passive asset-class funds, disciplined rebalancing, and alternative investments for qualified clients.

Ian Burkhard is a financial advisor at Capital Advantage, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Capital Advantage since 2021. Prior to that, he was employed at KPMG LLC from 2018 to 2021. Capital Advantage, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis along with macroeconomic indicators to guide investment decisions and offers discretionary management across a range of asset classes.

Mark Shumway is affiliated with Brio Financial Group in San Francisco, CA. He has seven years of experience in real estate, having worked at Core7 Real Estate since 2019 and Zephyr Real Estate from 2011 to 2019. Brio Financial Group serves individuals, trusts, retirement plans, and business entities, offering asset management, financial planning, consulting, and referrals to third-party money managers. The firm provides discretionary portfolio management through a wrap fee program and offers a broad range of consulting services including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

Jason Cohen is a CFP® with 14 years of industry experience. He is currently with Moment Partners, LLC, where he has worked since 2024, and previously spent eight years at Wells Fargo Clearing. Cohen serves on the finance committee of the Horizons Foundation, contributing to budget review and analysis. Moment Partners serves individual and institutional clients by providing investment and wealth management, financial planning, and fiduciary services. The firm emphasizes risk-adjusted, tax-efficient asset allocations using a mix of active and passive strategies and manages over $1.18 billion in assets with a team of four advisors.

Annie Klopstock is a financial advisor at Burton Enright Welch with four years of industry experience. She holds a Series 65 designation and previously worked at Tandem Investment Advisors and UCSF Medicine. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and various business entities. The firm employs a disciplined investment process combining active and passive strategies, serving approximately 610 clients with a team of 11 advisors.

Robert Enright is a CFP® professional with 26 years of experience in financial advising. He has been with Burton Enright Welch since 2010. Outside of his advisory role, he serves as a board member for Saint Ignatius College Prep in San Francisco. 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 in assets and employs a disciplined four-step investment process combining active and passive strategies tailored to client objectives.

Jason Mccoy is a CFA® charterholder with 14 years of industry experience. He is currently a financial advisor at Lodestar Private Asset Management LLC and previously held roles at EP Wealth Advisors, First Republic Securities Company, Cetera Advisor Networks, and other firms. Lodestar provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans. The firm employs a tactical asset allocation approach using a combination of passive and active investments, with attention to tax consequences and low portfolio turnover.

Lev Mandel is a financial advisor with First Affirmative Financial Network LLC and holds a Series 66 designation. He has nine years of industry experience, including prior roles at Cambridge Investment Research Advisors and Cambridge Investment Research. Mandel is also active as an author, educator, and podcast speaker. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and institutions through a nationwide network of advisors. The firm focuses on values-aligned and faith-based investing, integrating ESG factors and proprietary scores into portfolio construction, and offers a range of discretionary fiduciary investment management and financial planning services.

Jonathan Manzo Cardenas is a financial advisor with Affinity Capital Advisors LLC in Berkeley, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Affinity since 2018 and previously worked at Pacific Private Wealth Management, LLC from 2012 to 2018. Outside of advisory work, he is involved in managing real estate investment companies. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities with comprehensive portfolio management and financial planning. The firm combines fundamental, technical, and charting analysis to construct portfolios and offers a broader range of services including alternatives investing and direct real estate investment opportunities.

Emmett Peck Jr. is a CFP® professional with 28 years of industry experience, currently serving with Prosperity Financial Group, Inc. in San Ramon, CA. He has worked at both Prosperity Financial Group and Fortune Financial Services since 2016. Outside of his financial advisory role, Peck is involved with the National Ski Patrol, providing customer service and supporting on-mountain safety and emergency care. Prosperity Financial Group serves individuals, high-net-worth clients, trusts, estates, and business entities by offering asset management, financial planning, and consulting services. The firm manages approximately $503 million in discretionary assets through a team of seven advisors and provides tailored portfolios that may include a range of securities, supported by both in-house management and third-party money managers.

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 CFA® charterholder with 10 years of industry experience. He is currently with Inflection Capital Management, LLC and previously worked at Fidelity Investments, Tortoise Securities, LLC, and Bramalea Partners, LLC. Blind is also involved with The Oglethorpe Collective, LLC, where he serves as CEO. Inflection Capital Management serves high-net-worth individuals, family offices, trusts, endowments, businesses, and private funds, focusing on discretionary and non-discretionary portfolio management and financial planning. The firm employs written investment policy statements to guide portfolio construction and integrates third-party managers, private investments, and derivatives, while using AI for operational tasks alongside human review.

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.