Marcus Nilsson is a financial advisor at Stonebridge Financial Group with 10 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Alders Financial Solutions. Nilsson is based in San Rafael, CA. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, offering discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a combination of quantitative and qualitative analysis and uses various investment vehicles, including stocks, bonds, ETFs, and alternative investments, to manage client portfolios.

Frank Greene is a CFA® charterholder with seven years of experience at Private Wealth Partners, LLC and six years at BCI Capital Management. He is a co-owner of ETFreplay.com, Inc., an information services business focused on statistical investing, where he manages software development. Private Wealth Partners, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, pensions, corporations, and bank trust departments. The firm combines fundamental and quantitative analysis to manage diversified portfolios and employs a range of strategies including options and alternative investments.

Lisa Terk is a financial advisor at US Capital Global Wealth Management, LLC with 17 years of industry experience. She has held roles at US Capital Global Securities, LLC and Oppenheimer, and spent a year with The Smith Family Foundation. Outside of advisory work, she acts as a business consultant for HR benefits through Insperity. US Capital Global Wealth Management provides investment management, consulting, and financial planning services primarily to individual and high-net-worth clients. The firm employs a multi-step screening process combining fundamental, sector/industry, and quantitative analysis, utilizing a diverse range of investment vehicles and active versus passive strategies.

Cheryl Charney is a financial advisor at American Investors Company with 38 years of industry experience. She has been with American Investors Company since 1998 and is also involved in Professional Staffing Group, Inc., where she serves as an officer and manager focusing on health insurance sales and service. American Investors Company provides investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers various services such as asset management, financial planning, and retirement advice, operating under both SEC-registered adviser and broker-dealer structures.

Jennifer Bahi is a CFP® professional with three years of industry experience, currently serving as an advisor at Meritas Wealth Management, LLC in San Rafael, CA. Her entire career has been with Meritas Wealth Management, where she has worked since 2015. Meritas Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, and small businesses as a fee-only adviser. The firm emphasizes long-term diversification using primarily no-load mutual funds and passive strategies guided by academic research and Modern Portfolio Theory.

Kyler Hasson is a financial advisor at Delta Investment Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Delta since 2018, following prior roles at US Capital Wealth Management, LLC and his own firm, Hasson Investments. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, as well as subadvisory services to other firms. The firm employs a variety of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning within its asset management offerings.

Jacqueline Rowe is a financial advisor at Fiduciary Financial Group, LLC with 31 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 28 years. Fiduciary Financial Group is a fee-based advisory firm managing approximately $865 million for individual clients, high-net-worth individuals, and retirement plans. The firm uses a combination of model portfolios and individualized accounts with diversified investment strategies, including ETFs, mutual funds, and options, and offers integrated tax planning supported by in-house CPAs and professional-services coordination.

David Santos Garcia is a financial advisor with One Wealth Advisors, LLC in San Francisco, holding a Series 65 credential and six years of industry experience. His prior work includes roles at Inxeption Corp, Slatt Capital, Foreign Cinema, Sony Pictures Entertainment, and the Gjelina Company. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans with comprehensive investment management, financial planning, and retirement-plan advisory services. The firm employs a holistic “financial life plan” approach, combining diversified portfolios and third-party implementation, and manages over $1.25 billion in client assets through a multi-advisor team.

Hubert Lenczowski is a financial advisor with Private Wealth Partners, LLC, holding a Series 65 credential and eight years of industry experience. He served in the United States Navy from 2013 to 2018 before joining Private Wealth Partners. Private Wealth Partners, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, pensions, corporations, and bank trust departments. The firm manages approximately $1.98 billion in assets and employs both fundamental and quantitative analysis to manage diversified portfolios, including the use of options and alternative investments.

Evan Hershey is a financial advisor at Caldwell Sutter Capital, Inc. with 27 years of industry experience. He previously worked at NBC Securities, Inc. and Umpqua Investments, Inc. He serves as a director on the investment committee for the Santa Rosa Junior College Foundation. Caldwell Sutter Capital primarily serves high-net-worth individuals, families, and related entities, offering portfolio management and financial planning through a bottom-up, fundamental value investment approach.

Katherine King is a CFP® professional with 28 years of experience in the financial industry. She has been with North Berkeley Investment Partners, LLC since 2005. She holds Series 63 and Series 65 licenses and is based in Berkeley, CA. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $710.6 million in assets. The firm offers comprehensive financial planning and investment management, using a mix of passive and active strategies, ESG options, and employs separately managed accounts with a willingness to use options and leverage in certain portfolios.

Michael Cordano is a financial advisor at Jackson Square Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Jackson Square Capital since 2019. Prior to that, he was employed at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2016 to 2019. Jackson Square Capital, LLC provides discretionary and non-discretionary wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $564.3 million in client assets, tailoring portfolios based on client risk tolerance, time horizon, and liquidity needs while employing a range of investment strategies and tools including individual equities, fixed income, alternatives, and independent managers.

Brett Wippler is a Series 65-licensed financial advisor at Liberty Wealth Management, LLC with two years of industry experience. Before joining Liberty Wealth Management, he worked at Cushman & Wakefield and was previously affiliated with the University of Southern California. Liberty Wealth Management is an SEC-registered advisory firm serving individuals, trusts, retirement plans, corporations, and other entities. The firm offers investment management, financial planning, and employee-benefit plan services, using a combination of centrally developed models and advisor-specific strategies to create diversified portfolios.

Cooper Richmond is a financial advisor at SyntheticFi LLC with a Series 65 credential and no prior industry experience. His work history includes roles at SyntheticFi, SageSure, the University of Washington, and Berkeley High School. SyntheticFi provides investment advisory and sub-advisory services primarily to other registered investment advisers, as well as individual clients, corporations, and small businesses. The firm specializes in an automated trading strategy involving exchange-traded European-style S&P 500 index options, offering client-facing software for performance reporting, margin monitoring, and alerts.

Tushar Kumar is a financial advisor at Twin Peaks Wealth Advisors with 16 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial for seven years before joining Twin Peaks Wealth Advisors. Kumar also provides expert insights through occasional consulting. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, families, trusts, retirement plans, and other entities. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, offering discretionary portfolio management and integrated financial planning tailored to different account sizes.

Michael Yongue is a CFA® charterholder with four years at Private Wealth Partners, LLC and nine years of prior experience at Bank of Marin. He is based in Mill Valley, CA. Private Wealth Partners, LLC serves individuals, high-net-worth clients, trusts, pensions, corporations, and bank trust departments with discretionary portfolio management and financial planning. The firm manages approximately $1.98 billion in assets and employs both fundamental and quantitative analysis across multiple asset classes, utilizing strategies including options and covered calls.

Bradley Geddes is a financial advisor with Decker Retirement Planning Inc. in Salt Lake City, UT, holding a Series 65 credential and eight years of industry experience. He is also the co-founder and Chief Financial Officer of Join IT, Inc., a membership management software company. Decker Retirement Planning provides personalized retirement and financial planning, along with discretionary investment management, serving individuals, high-net-worth clients, and various institutional entities. The firm employs a model-driven investment approach utilizing quantitative strategies and a range of investment products, supported by a six-advisor team managing approximately $285 million.

Meghan Hyland is a financial advisor at Westhill Financial Advisors, Inc. with 10 years of industry experience. She holds a Series 65 designation and has been with Westhill Financial Advisors since 2015. The firm provides personalized financial planning, investment management, and pension consulting to a diverse client base, including high-net-worth individuals, trusts, estates, businesses, non-profits, and retirement plans. Westhill employs a strategic asset allocation process using a core-and-satellite approach and offers services on both discretionary and stand-alone bases.

Michael Nakano is a financial advisor with Independent Financial Group, LLC, holding a Series 63 license and bringing 41 years of industry experience. His prior work includes roles at National Planning Corporation and United Planners' Financial Services of America. He is also involved in insurance sales outside of Independent Financial Group. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

Tina Chan is a financial advisor with Intellectus Partners, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Intellectus Partners since 2015. Intellectus Partners provides wealth management, investment consulting, financial planning, and portfolio management services to high-net-worth individuals, trusts, estates, and private funds. The firm combines fundamental analysis with proprietary quantitative algorithms and alternative data, offering both discretionary and non-discretionary services across a broad investment toolkit.