Jason Romero is a financial advisor at Asset Dedication, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Asset Dedication since 2018, following prior roles at Royal Alliance and Genovese Burford & Brothers. Outside of his advisory work, he is involved in a nonprofit remote control car social club, which he founded and owns. Asset Dedication provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs an Asset Dedication strategy that aligns equity allocations with investment-grade fixed-income securities to meet clients’ cash-flow needs, supporting a large client base through standardized sub-advisory arrangements and institutional custodial platforms.

Aaron Szager is a CFP® with 24 years of industry experience and is currently affiliated with Osborne Partners in San Francisco, CA. His prior roles include positions at Golub Group, LLC and BlueSky Wealth Advisors, LLC. He holds Series 63 and Series 65 registrations. 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 constructed using quantitative screening, fundamental research, and third-party data, and is notable for operating an affiliated private pooled investment vehicle and offering performance-based fee arrangements.

Paul Resnick is a financial advisor at Osborne Partners with 36 years of industry experience. He has been with Osborne Partners Capital Management, LLC since 2013. Outside of his advisory role, he serves as board chair of the Foundation for a College Education and holds advisory positions with the Palo Alto Medical Foundation/Sutter Health and the Mgrublian Center for Human Rights at Claremont McKenna College. He is also involved with the Legal Aid Society of San Mateo County as a board member and committee participant. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities, offering personalized, actively managed portfolios and integrated financial planning. The firm employs global allocation strategies across various asset classes and serves as a sub-adviser to other investment advisers, including operating an affiliated private pooled investment vehicle.

Chad Franck is a financial advisor with The Pacific Center For Financial Services in Danville, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Cetera Wealth Services, LLC for 13 years and has been with The Pacific Center For Financial Services since 2001. Outside of his advisory role, he is also a licensed mortgage broker involved in first and second mortgages, including FHA loans. The Pacific Center For Financial Services serves individuals, high-net-worth families, trusts, and retirement accounts, providing financial planning, consulting, and investment management. The firm manages over $1 billion in assets, employing diversified, asset-allocation-based portfolios through a Managed Account Program that integrates various analysis methods and offers regular performance reporting and financial reviews.

Joseph Mcdonough is a financial advisor at Lewis Asset Management with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His previous roles include positions at Mechanic's Bank, BlackRock, and Merrill Lynch Investment Managers. Lewis Asset Management serves individuals, high-net-worth clients, and pension or profit-sharing plans, offering discretionary portfolio management and standalone financial planning. The firm emphasizes long-term trading, diversification through broad-market instruments, and manages accounts typically on a discretionary basis with regular reviews and quarterly rebalancing.

Scott Horton is a Certified Financial Planner® with 24 years of industry experience. He has been with J.P. King Advisors, Inc. since 2008 and is a shareholder and vice president of the firm. Outside of his advisory role, he operates a sole proprietorship selling annuities and other insurance products. J.P. King Advisors, Inc. provides comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, as well as trusts, estates, pension plans, charitable organizations, and businesses. The firm emphasizes risk management and strategic asset allocation through globally diversified portfolios, primarily using no-load mutual funds and ETFs.

Edwin Barretto is a financial advisor with Delta Investment Management, LLC in San Francisco, holding a Series 63 designation and 38 years of industry experience. His prior work includes three years at Stifel Nicolaus & Co Inc before joining Delta in 2019. Delta Investment Management provides discretionary investment management, financial planning, and investment consulting to individuals, institutions, trusts, and pension plans, often managing custom accounts and serving as a subadvisor to other advisors. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across several distinct strategies, blending systematic ETF rotation approaches with a high-conviction stock-picking mandate.

Sean O'Brien is a financial advisor at Echo45 Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Central Valley Advisors, Raymond James Financial Services, Bank of America, and Merrill. Outside of advising, he serves as a volunteer board member for the Salvation Army in Sacramento. Echo45 Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive wealth and retirement plan management. The firm uses a blend of fundamental, quantitative, and technical analysis to construct individualized portfolios, incorporating strategies such as custom indexing, tax management, ESG filtering, alternative investments, and digital assets.

Gregory O'Donnell is a financial advisor with O'Donnell Financial Services, LLC in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with O'Donnell Financial Services since 2015 and was previously affiliated with Independent Financial Group, LLC. Outside of advisory work, he hosts The Greg O'Donnell Financial Hour, a public speaking engagement focused on financial topics. O'Donnell Financial Services, LLC provides wrap asset management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and business entities. The firm offers tailored advisory services through discretionary and non-discretionary mandates and sub-advisor relationships, employing a range of investment strategies from long-term buy-and-hold to short-term trading.

Dawnalizabeth Henke is a financial advisor at Capital Advantage, Inc. in Walnut Creek, CA, holding a Series 65 credential with 18 years of industry experience. She has been with Capital Advantage since 2006. 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 inform investment decisions and monitors client accounts on an ongoing basis.

Wyatt McGovern is a financial advisor at Lavelle Capital with a Series 65 designation and one year of industry experience. Prior to joining Lavelle Capital, he held roles at Tishman Capital Partners and Columbia University. Lavelle Capital serves entrepreneurial families and their related entities, providing discretionary investment management that combines public-market allocations with selectively sourced private investments. The firm specializes in sourcing and managing private opportunities, structuring investment vehicles, and coordinating with clients’ legal and tax advisors.

Jonathan Gonzalez is a financial advisor at J.P. King Advisors, Inc. in Walnut Creek, CA, holding a Series 65 designation with 16 years at the firm and 8 years of industry experience. J.P. King Advisors, Inc. is an employee-owned investment advisory firm managing approximately $889.7 million for around 450 family client relationships. The firm offers comprehensive financial planning and discretionary portfolio management, emphasizing risk management and strategic asset allocation through globally diversified portfolios overseen by an Investment Committee.

Timothy Anderson is a financial advisor at Delta Investment Management, LLC with 38 years of industry experience. He has held positions at Delta since 2019 and previously worked at Stifel Nicolaus & Co Inc from 2015 to 2019. Anderson holds the Series 63 designation. Delta Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple strategies, including ETF-based tactical approaches and concentrated equity mandates.

Gerald Antonio is a financial advisor at Brio Financial Group in San Francisco, holding Series 65 and Series 66 licenses with 13 years of industry experience. He previously worked at Merrill Lynch for 11 years and The Northern Trust Co. for five years. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and consulting services. The firm offers asset management exclusively 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.

Ralph Drybrough III is a financial advisor with Fort Point Capital Partners LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at several firms including Merrill, Presidio Capital Advisors LLC, Gordian Investments LLC, and Stratifi LLC. Outside of his advisory role, he serves on the board of NAX Group, a company combining corporate and digital assets, where he assists the CEO with strategic initiatives. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm offers discretionary separately managed accounts and manages private pooled vehicles with a focus on risk management, global diversification, and tax-aware strategies.

Joshua Patchik is a financial advisor at Frec with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including tastytrade, Inc. and M1 Finance. Prior to his advisory career, he was employed at the University of Illinois at Chicago and held a role at Flat Top Grill. Frec Advisers provides automated, software-based discretionary portfolio management for retail individuals, trusts, and other U.S. resident entities who hold accounts at its affiliated broker-dealer, Frec Securities. The firm’s platform offers direct indexing, tax-loss harvesting, hedging strategies, and personalized portfolio management through an exclusively electronic interface.

Shuka Rassouli is an advisor at Tactivest, LLC with four years of industry experience. She is also a twenty-five percent shareholder and employed attorney at Wayne R. Johnson & Associates, PLC, a California professional law corporation. Tactivest provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary strategies documented by Investment Policy Statements and uses a range of techniques including margin, short sales, and options while incorporating third-party models and tax management tools.

Joseph Fierro is a financial advisor at Tamalpais Asset Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Global View Capital Management and related affiliates for a decade, in addition to operating as a sole proprietor since 2010. Outside of his advisory work, Fierro is also a music instructor and performer. Tamalpais Asset Management manages approximately $262.5 million across about 261 client relationships, focusing on high-net-worth households and accredited investors. The firm provides portfolio management and financial planning, typically using passive core exposures combined with modern portfolio theory and other strategies tailored to client needs.

David Espineira is a CFP® with 11 years of experience in the financial services industry. He has worked at Burton Enright Welch since 2015 and previously held roles at Wells Fargo Clearing and TD Ameritrade. Burton Enright Welch serves individuals, families, trusts, estates, pension and profit-sharing plans, and business entities by providing investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios using a disciplined, four-step process and acts as a fiduciary for its clients.

Brieann Peixoto is a financial advisor at Tactivest, LLC with four years of industry experience and holds a Series 65 designation. She has worked exclusively with Tactivest since 2020. Tactivest provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm employs a range of investment strategies and tools, including discretionary authority, third-party model portfolios, and tax-management techniques.