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.

John Vandenberg is a Financial Consultant currently working at Fidelity since 2021. He has experience in financial consulting and advising roles, having previously served as Vice President and Financial Consultant at Charles Schwab from 2016 to 2021, and as a Financial Advisor at Morgan Stanley from 2013 to 2016. John holds a California Insurance License. John focuses on understanding clients' unique financial situations to develop customized plans aligned with their investment objectives, preferences, and constraints. His approach emphasizes building trusted relationships based on honesty, integrity, and transparency. Outside of his professional work, John is involved in activities such as fitness, social events with friends, hiking, parenthood, traveling, and volunteering.

Michael Bristow is a financial advisor with Tamalpais Asset Management, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at firms including Emerson Equity LLC and Calamar Financial Group before joining Tamalpais Asset Management, where he is currently a managing partner involved in day-to-day operations and client account management. Tamalpais Asset Management manages approximately $262.5 million for high-net-worth individuals, trusts, endowments, qualified retirement plan sponsors, and business entities. The firm emphasizes tailored Investment Policy Statements and employs a mix of passive core exposures along with fundamental, cyclical, and quantitative analysis, offering a variety of strategies including options, margin trading, and private placements for accredited investors.

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 15 years of industry experience, currently serving as a managing director at Fort Point Capital Partners LLC. His career includes roles at Gordian Investments, Wells Fargo Clearing, Wells Fargo Bank, and North Capital. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices, offering discretionary separately managed accounts and managing private pooled funds across various asset classes. The firm focuses on risk management through global diversification, active oversight, tax-aware strategies, and may utilize derivatives and third-party managers.

Calvin Lee is a CFP® professional at Penserra Wealth Management with 17 years of industry experience. He has worked at several firms, including GAMMA Investing LLC, Shum Financial Group, Inc., and Ryedale, before joining Penserra in 2026. Penserra Wealth Management is an SEC-registered investment adviser that offers portfolio management, financial planning, pension consulting, concierge administrative services, and sub-advisory solutions. The firm uses a multi-disciplinary approach combining fundamental, technical, cyclical, and economic analysis to implement a variety of investment strategies.

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 Ye is a financial advisor at New Insight Wealth Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and the Gwanju Institute of Science and Technology before joining his current firm. New Insight Wealth Advisors serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities, offering discretionary asset management, employer retirement-plan consulting, and financial planning. The firm employs a multi-disciplinary investment process and uses a broad range of instruments to tailor portfolio advice with ongoing monitoring and rebalancing.

Dajin Yang is a CFA® charterholder and holds a Series 63 license, currently serving as an advisor at New Insight Wealth Advisors with two years of industry experience. Prior to joining the firm, he worked at OpenGov, Illumio, Riverbed Technology, Change Healthcare, and McKesson. New Insight Wealth Advisors serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities, providing discretionary asset management, employer retirement-plan consulting, and financial planning and consulting. The firm employs a multi-disciplinary investment process that includes fundamental, quantitative, technical, sector, and cyclical analysis, utilizing a broad range of instruments tailored to client objectives.

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.