Emmett Peck Jr. is a CFP® professional with 28 years of industry experience, currently serving with Prosperity Financial Group, Inc. in San Ramon, CA. He has worked at both Prosperity Financial Group and Fortune Financial Services since 2016. Outside of his financial advisory role, Peck is involved with the National Ski Patrol, providing customer service and supporting on-mountain safety and emergency care. Prosperity Financial Group serves individuals, high-net-worth clients, trusts, estates, and business entities by offering asset management, financial planning, and consulting services. The firm manages approximately $503 million in discretionary assets through a team of seven advisors and provides tailored portfolios that may include a range of securities, supported by both in-house management and third-party money managers.

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, where he is part of an 11-advisor team based in San Francisco, CA. One Wealth Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a holistic financial life plan approach, combining diversified portfolios with coordinated services in cash-flow, tax, trust, and estate planning.

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 financial advisor at Inflection Capital Management, LLC with 10 years of industry experience. He holds the CFA® designation and the Series 63 license. His prior roles include positions at Fidelity Investments, Tortoise Securities, and Bramalea Partners, where he remains a member of the advisory board. He is also CEO of The Oglethorpe Collective, LLC, a formal affiliate of Inflection Capital Management. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients by providing comprehensive financial planning and portfolio management. The firm uses an IPS-driven, manager-of-managers approach with a range of investment tools and incorporates AI-supported operational processes.

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.

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.

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 14 years of industry experience, currently serving as a managing director at Fort Point Capital Partners LLC. Prior to joining Fort Point in 2017, Brinckerhoff held roles at Gordian Investments, Wells Fargo Advisors, and Wells Fargo Bank. Fort Point Capital Partners serves family offices and high net worth individuals with financial planning, discretionary portfolio management, and supervisory services. The firm emphasizes risk-focused investment strategies, global diversification, active risk management, and systematic tax-loss harvesting through ETFs.

Jacob Edwards is a financial advisor at Parkwoods Wealth Partners, LLC with one year of industry experience. He previously worked at Wellspring Financial Partners and has a background that includes roles outside finance, such as positions at Liquitech Fire Solutions and Frontline Wildfire Defense. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations, offering investment management, financial planning, retirement plan consulting, and employee financial wellness services. The firm emphasizes a long-term, asset-allocation investment approach based on Modern Portfolio Theory and utilizes various portfolio construction tools and strategies.

Calvin Lee is a CFP® credentialed financial advisor with 17 years of industry experience. He is currently with Penserra Wealth Management and has previously worked at GAMMA Investing LLC, Shum Financial Group, Ryedale, and Pensera Securities. Penserra Wealth Management is an SEC-registered investment adviser founded in 2024 that offers discretionary portfolio management, pension consulting, and financial planning. The firm applies a combination of fundamental, technical, cyclical, and economic analysis, utilizing strategies including strategic asset allocation and the use of ETFs, mutual funds, options, and alternative investments.

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 four years of industry experience, currently serving as a financial advisor at Gemmer Asset Management LLC since 2013. He holds a Series 63 license and is based in Walnut Creek, California. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets and serves a diverse client base including high net worth individuals, trusts, retirement plans, and nonprofits. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers branded strategies and sub-advisory services, and maintains a dedicated Social Strategy integrating ESG and fossil-fuel exposure metrics.

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 four years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services and the Gwanju Institute of Science and Technology. New Insight Wealth Advisors serves individuals, trusts, pension plans, and corporate entities, offering asset management, retirement plan consulting, and financial planning. The firm employs a tailored, continuously monitored investment approach that incorporates multiple analytical methods and maintains portfolio duration within a narrow range around benchmarks.

Dajin Yang is a CFA® charterholder and holds a Series 63 license, currently serving at New Insight Wealth Advisors with one year of industry experience. Prior to joining the firm, he worked at OpenGov, Illumio, Riverbed Technology, Change Healthcare, and McKesson. New Insight Wealth Advisors serves individuals, trusts, pension plans, and corporate entities with asset management, retirement plan consulting, and financial planning. The firm employs a tailored, continuously monitored investment approach, utilizing a variety of analytical methods and maintaining a disciplined fixed-income strategy.

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.

Maria Quintana Pilling is a CFA® charterholder with one year of experience at North Berkeley Wealth Management, LLC. Prior to joining the firm, she has owned and operated Urbanspice Nutrition, a nutrition and health coaching practice. She serves clients from 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 provides comprehensive financial planning and investment management with an emphasis on long-term, total-return oriented portfolios using a mix of passive and active strategies and offers ESG and carbon-screened options.