Junlong Tan is a financial advisor at Intellectus Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Asurion and Barclays Capital Inc. Outside of his advisory role, he is an owner and manager involved in real estate projects through Fathom Group LLC and Bueller Group LLC. Intellectus Partners provides wealth management, financial planning, investment consulting, and wealth coaching services primarily to high-net-worth individuals, trusts, estates, and private funds. The firm employs a fiduciary approach that combines fundamental and quantitative analysis, managing 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 with Liberty Wealth Management, LLC in Oakland, CA, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at Infinity Financial Services and AXA Advisors, among others. In addition to his advisory work, he is a licensed real estate broker in California and an insurance agent focusing on life insurance and fixed index annuities. Liberty Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by providing investment management, financial planning, ERISA retirement plan services, and access to third-party manager programs. The firm offers both discretionary and non-discretionary account management, utilizing centrally developed and advisor-developed strategies, and is notable for its affiliated businesses and private fund activities.

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 with Meristead Wealth, LLC, holding Series 63, 65, and 66 licenses and 22 years of industry experience. He has worked at Stansberry Asset Management since 2018 and previously held roles at TD Ameritrade Investment Management and other firms. Outside of advising, he has experience as a rental property owner. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm uses a value-oriented approach combining top-down macro analysis and bottom-up research across global equities and credit, and manages private credit funds designed for accredited investors and certain retirement accounts.

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 at Inflection Capital Management, LLC with 27 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fidelity Brokerage Services, Inc. for 25 years. He also serves as Chief Operating Officer for The Oglethorpe Collective, LLC, an affiliated exempt reporting adviser. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients, providing comprehensive financial planning and portfolio management driven by investment policy statements. The firm uses a manager-of-managers approach with a broad investment toolkit and integrates 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 and holds a Series 66 designation. She previously worked at Morgan Stanley for seven years and has experience with nonprofit and scientific organizations, including the Fountain of Life Africa and the California Academy of Sciences. Frec Advisers provides automated, software-based discretionary portfolio management to retail individuals, trusts, and other U.S. resident entities through its web and mobile platform. The firm uses client responses to an online profile to generate recommendations that replicate chosen indices with personalization options, and it offers features such as direct indexing, tax-loss harvesting, hedging strategies, and margin-based products.

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.

Katrina Hermanson is a financial advisor at Twin Peaks Wealth Advisors in San Francisco, CA, with eight years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and Cambridge Investment Research, Inc. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, families, trusts, and retirement plans. The firm emphasizes strategic asset allocation through ETFs and institutional mutual funds, offering discretionary portfolio management and specialized strategies including direct indexing and a dedicated direct-cryptocurrency sub-advisory program.

Thomas Piro is a CFP® and Series 66-registered financial advisor with 12 years of industry experience. He is currently with Osborne Partners Capital Management and has previously worked at Baker Avenue Asset Management, The McBride Group, and Wells Fargo Clearing. Outside of his advisory work, he serves on the board of the Italian Athletic Club Foundation, a nonprofit focused on community events that promote Italian culture and history in San Francisco. Osborne Partners Capital Management provides tailored investment management and financial planning services to individuals, families, trusts, foundations, corporations, and retirement plans. The firm emphasizes actively managed, globally diversified multi-asset portfolios and is notable for operating affiliated private pooled investment vehicles and offering performance-based fee arrangements.

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.

Alexandra Sandberg is a CFP® and ChFC® credentialed financial advisor with 11 years of industry experience. She is currently with Osborne Partners and has previously worked at Moss Adams Wealth Advisors, TIAA-CREF, and UBS Financial Services. Osborne Partners Capital Management offers discretionary and non-discretionary investment management and integrated financial planning to a diverse client base, including individuals, families, trusts, foundations, and corporations. The firm focuses on actively managed, globally diversified multi-asset portfolios and is notable for managing affiliated private pooled investment vehicles and providing performance-based fee arrangements.

John Bankovitch is a financial advisor with RB Capital Management, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior experience includes roles at Arete Wealth Management, Portsmouth Financial, Morgan Stanley, and UBS Financial Services. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm offers fee-based investment management with a focus on hedged strategies and managed fixed-income portfolios, emphasizing asset allocation, diversification, and personalized portfolios.