Angela Wright is a CFP® with 18 years of industry experience. She joined Gemmer Asset Management LLC in 2024 after 16 years at Del Monte Group, LLC. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets and serves a diverse client base including individuals, trusts, estates, retirement plans, corporations, nonprofits, and independent fiduciaries. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers branded strategies, and maintains a dedicated Social Strategy incorporating ESG scores and fossil-fuel exposure metrics.

Jeffrey St. Claire is a financial advisor at Blume Capital Management, Inc. in Berkeley, CA, holding a Series 65 designation with 12 years of industry experience. He has been with Blume Capital Management since 2004. Blume Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, pension plans, charitable foundations, and private investment funds. The firm emphasizes a long-term, value-oriented equity approach combined with diversified asset allocation and the treatment of cash as an asset class, using mutual funds, ETFs, individual securities, and alternative investments for qualified clients.

Zaineb Sohail is a financial advisor at Kaizen Financial Strategies, LLC with four years of industry experience. She holds a Series 65 designation and has been with Kaizen Financial Strategies since 2020. Outside of her advisory role, she is also involved with Ivy Admissions. Kaizen Financial Strategies serves individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations, offering financial planning, retirement plan consulting, and portfolio management primarily through its wrap-fee program. The firm employs a combination of fundamental, technical, sector, and qualitative analysis alongside various investment strategies, including the use of derivatives and borrowing within managed accounts.

Jamshid Kekobad is a financial advisor with Grant Private Wealth Management in Pleasanton, CA, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior roles include positions at Point Digital Finance and Strategic Advisers, Inc., as well as experience with Fidelity Brokerage Services LLC. Grant Private Wealth Management is a registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach is tailored to each client’s goals and risk tolerance, integrating various analytical methods, and it offers public educational seminars and workshops focused on general investment topics.

David Potts is a financial advisor at Dixon Financial Services with 8 years of industry experience. He holds a Series 66 designation and has worked at Dimensional Fund Advisors since 2017. Prior to that, he was affiliated with Santa Clara University from 2013 to 2017. Dixon Financial Services provides investment advisory services to individuals, trustees, charitable organizations, business owners, and corporations. The firm emphasizes strategic asset allocation using mutual funds and ETFs, applying Modern Portfolio Theory and relying heavily on Dimensional Fund Advisors funds, with a focus on client education through formal simulations, performance reporting, and sponsored seminars.

Rustin Mc Manis is a CFP® professional with experience at Yeske Buie Inc. since 2024. Prior to joining Yeske Buie, he held positions at Edward Jones and Barnes & Noble. He has also been involved in academic roles at Liberty University, De Anza College, and California Lutheran University. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a disciplined investment process using ETFs and mutual funds based on Modern Portfolio Theory and manager due diligence, and manages over $1 billion with a ten-person advisory team.

Samara Hanson Velloo is a financial advisor at Elevation Wealth Partners, LLC with two years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley, Global Retirement Partners, and LPL Financial. Prior to her advisory roles, she was employed at Blasingame Family and Sonoma State University. Elevation Wealth Partners is a six-advisor team managing approximately $670 million in client assets. The firm serves individuals, families, high-net-worth clients, and institutions, focusing on fee-only discretionary portfolio management and comprehensive financial planning using long-term, academically informed investment strategies.

Michael Maloon is a CFP® and ChFC® with 39 years of industry experience. He is affiliated with California Financial Advisors and has held roles at Foothill Securities and his own firm Maloon, Powers, Pitre & Higgins, LLC dba CFA. He also maintains insurance agent roles with Lincoln National Life Insurance Company and Jackson National Life Insurance Company, providing service for existing insurance and annuity business. California Financial Advisors is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses. The firm manages over $2 billion in assets and employs an investment approach that includes asset allocation, mutual fund and ETF analysis, and third-party manager due diligence tailored to client objectives and tax considerations.

Alexis Olian is a CFP® with nine years of industry experience, currently serving at Treehouse Wealth Advisors. She previously worked for The Humphreys Group for 12 years before joining Treehouse Wealth Advisors in 2025. Treehouse Wealth Advisors provides discretionary and non-discretionary portfolio management, financial consulting, and comprehensive wealth planning to individual and high-net-worth clients. The firm’s investment approach incorporates technical and fundamental analysis, offering tailored strategies that include long- and short-term trading, supported by institutional research and custodial partnerships.

Andrew Houghton is a financial advisor at Delta Investment Management, LLC in San Francisco, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Delta since 2008 and was previously with US Capital Wealth Management, LLC from 2016 to 2018. Delta Investment Management provides discretionary investment management and consulting to individuals, institutions, trusts, and pension plans, and serves as a subadvisor to other firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning within its advisory services.

Jacob Mahoney is a financial advisor at Fort Point Capital Partners LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Parcion Private Wealth, Coldstream Capital Management, and Wells Fargo Advisors. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm emphasizes global diversification, active risk management, and cost control, while also managing a multi-series private investment program across alternative yield, growth equity, real estate, and credit strategies.

Henri Moudi is a CFP® and CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Mission Creek Capital Partners, Inc. in San Francisco, where he has been with the firm since 2012. Mission Creek Capital Partners serves a diverse client base including family offices, trusts, executives, pension plans, and institutional investors, providing discretionary investment management, financial planning, and specialized services such as private equity distribution management and portfolio transition strategies. The firm integrates fundamental analysis with tax-aware implementation and risk management, utilizing both active and passive instruments alongside quantitative tools and options overlays.

Robert Valentine is a Series 66-licensed financial advisor with 14 years of industry experience. He has been with RPG Investment Advisory, LLC since 2014. The firm provides portfolio management and financial planning services primarily to high-net-worth individuals, managing approximately $1.04 billion in client assets. RPG uses firm-developed model portfolios and employs both fundamental and technical analysis to tailor investment strategies based on client objectives and risk tolerance.

Jackson Sendell is a financial advisor at California Financial Advisors with two years of industry experience. He holds the Series 65 designation and previously worked at Praetorian Wealth Management and Nia Impact Advisors. Before entering the financial industry, he spent ten years in full-time education. California Financial Advisors serves individuals, charitable organizations, and businesses by providing investment supervisory services, financial planning, and consulting. The firm’s investment process focuses on asset allocation, mutual fund and ETF analysis, and due diligence of third-party managers, with portfolios reviewed quarterly and managed according to clients’ objectives and risk tolerance.

Joshua Schefers is a CFP® professional with 18 years of industry experience. He is affiliated with Valley Wealth Strategies, LLC and has previously worked with LPL Financial and National Planning Corporation. He also operates Zuk Financial Group. Valley Wealth Strategies, LLC serves individuals, families, trusts, small businesses, and charitable organizations by providing customized investment management and financial planning services. The firm employs a primarily long-term investment approach and manages a significant portion of assets on a non-discretionary basis.

Adrian Azofeifa is a financial advisor at Liberty Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at OBI Capital and in educational roles at San Diego State University and Moreau Catholic High School. Outside of advisory work, he is involved as an insurance agent with Lifetime Planning Marketing, Inc., a privately held insurance field marketing association. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm offers investment management, financial planning, and employee-benefit plan services, utilizing a combination of centrally developed models and adviser-developed strategies to construct diversified portfolios that incorporate mutual funds, ETFs, fixed income, real estate, and private market investments.

Frederic Devinney is a Series 63-licensed financial advisor with American Investors Company in Walnut Creek, CA, where he has worked since 1994. He has 59 years of industry experience, including operating as an independent insurance agent specializing in term life insurance. American Investors Company provides investment advisory and financial planning services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary management, financial planning, 401(k) consulting, and uses a combined broker-dealer and SEC-registered adviser structure.

Jared Harper is a financial advisor with Malakoff Wealth in Danville, CA, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2020 and has also been involved with Metis Technology Solutions since 2019. Outside of his advisory role, he provides administrative support to Malakoff Wealth. Malakoff Wealth offers financial planning and consulting services to individuals, trusts, nonprofit organizations, banks, business entities, and pension/profit-sharing plans. The firm focuses on fundamental analysis and manager evaluation, providing advice through hourly, fixed-fee, or retainer arrangements while referring clients to LPL Financial for investment implementation and portfolio supervision.

Roger Coit is a financial advisor with American Investors Company who holds a Series 63 designation and has 54 years of industry experience. He has been associated with American Investors Company since 1994 and is also involved in managing multiple real estate entities through Coit Financial Group LLC and Coit Real Estate Group, Inc. in Walnut Creek, California. Outside of advisory services, he engages in real estate consulting and oversees real estate enterprises as president of Coit Real Estate Group, Inc. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary asset management, financial planning, 401(k) services, and conducts initial and ongoing evaluations of third-party money managers, operating with a combined broker-dealer and SEC-registered advisor structure.

Anthony Castelli is a financial advisor with Penserra Wealth Management in Orinda, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with multiple Penserra entities since 2008, including Penserra Securities LLC, Penserra Capital Management, and Penserra Transition Management. Penserra Wealth Management, founded in 2024, provides discretionary portfolio management, pension consulting, and financial planning. The firm applies a combination of fundamental, technical, cyclical, and economic analyses in managing approximately $15 million in discretionary assets, employing strategies that include strategic asset allocation and the use of ETFs, mutual funds, options, and certain alternative investments.