Mark Shumway is affiliated with Brio Financial Group in San Francisco, CA. He has seven years of experience in real estate, having worked at Core7 Real Estate since 2019 and Zephyr Real Estate from 2011 to 2019. Brio Financial Group serves individuals, trusts, retirement plans, and business entities, offering asset management, financial planning, consulting, and referrals to third-party money managers. The firm provides discretionary portfolio management through a wrap fee program and offers a broad range of consulting services including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

Jason Cohen is a financial advisor with Moment Partners, LLC in San Francisco, holding CFP® and Series 66 credentials and 14 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2010 to 2024. Cohen serves as a finance committee member for the Horizons Foundation, providing budget analysis and oversight. Moment Partners provides investment management and financial advisory services to individuals, high-net-worth clients, families, trusts, foundations, corporations, and plan sponsors. The firm employs a risk-adjusted, tax-efficient approach combining active and passive strategies, and offers discretionary portfolio management, comprehensive financial planning, and consulting for retirement plans.

Annie Klopstock is a financial advisor at Burton Enright Welch with four years of industry experience. She holds a Series 65 designation and previously worked at Tandem Investment Advisors and UCSF Medicine. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and various business entities. The firm employs a disciplined investment process combining active and passive strategies, serving approximately 610 clients with a team of 11 advisors.

Christopher Coble is a financial advisor at Ridgecrest Wealth Partners, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley Private Bank and Passport Capital. Outside his advisory role, he is the sole proprietor of Bike Race, a business activity unrelated to his financial work. Ridgecrest Wealth Partners is an SEC-registered advisory firm managing approximately $705 million across 744 accounts. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plan participants using a combination of fundamental, technical, and charting analysis with both active and passive investment strategies tailored to client risk profiles.

Gage Houser is a CFA® charterholder with 17 years of industry experience. He is currently with HCM Wealth, where he has worked since 2026, following an 18-year tenure at Hutchinson Capital Management and one year at Credit Suisse Securities (USA) LLC. HCM Wealth is an independent, SEC-registered investment adviser serving high-net-worth individuals, families, trusts, retirement plans, charitable organizations, and occasionally state and municipal government clients. The firm emphasizes a capital preservation and value-oriented investment approach through concentrated equity portfolios, laddered investment-grade fixed income, and client-specific Investment Policy Guidelines.

Douglas Hutchinson is a CFA® charterholder with nine years of industry experience. He is currently with Assembly Wealth in Mill Valley, CA, and has been associated with WrapManager, Inc. since 2014. Assembly Wealth provides discretionary portfolio management and standalone 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, time horizon, and risk tolerance.

Robert Enright is a CFP® professional with 26 years of experience in financial advising. He has been with Burton Enright Welch since 2010. Outside of his advisory role, he serves as a board member for Saint Ignatius College Prep in San Francisco. 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 in assets and employs a disciplined four-step investment process combining active and passive strategies tailored to client objectives.

Jason Mccoy is a CFA® charterholder with 14 years of industry experience. He is currently with Lodestar Private Asset Management LLC, where he has worked since 2019. His prior experience includes roles at First Republic Securities Company, LLC; First Republic Investment Management, Inc.; CETERA Advisor Networks LLC; and Sageview Advisory Group. Lodestar Private Asset Management serves individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans. The firm employs a tactical asset allocation strategy using a blend of passive and active investments, focusing on long-term holdings with periodic adjustments based on market conditions, and operates as a fee-only fiduciary.

Samantha Keeler is a CFP® professional with six years of industry experience, currently serving at Westhill Financial Advisors, Inc. She previously worked at Merrill Lynch and Bank of America and has experience with firms such as Wells Fargo. In addition to her advisory role, she is also an insurance agent focused on fixed insurance and fixed annuity sales. Westhill Financial Advisors provides personalized financial planning, investment management, and pension consulting to a diverse client base including individuals, businesses, and non-profits. The firm employs a strategic asset allocation process combining passive index and ETF holdings with selected active management, and supports employers and plan sponsors with ERISA fiduciary services and participant education.

Lev Mandel is a financial advisor with First Affirmative Financial Network LLC and holds a Series 66 designation. He has nine years of industry experience, including prior roles at Cambridge Investment Research Advisors and Cambridge Investment Research. Mandel is also active as an author, educator, and podcast speaker. First Affirmative Financial Network serves individuals, trusts, estates, charitable organizations, and institutions through a nationwide network of advisors. The firm focuses on values-aligned and faith-based investing, integrating ESG factors and proprietary scores into portfolio construction, and offers a range of discretionary fiduciary investment management and financial planning services.

Jonathan Manzo Cardenas is a financial advisor with Affinity Capital Advisors LLC in Berkeley, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Affinity since 2018 and previously worked at Pacific Private Wealth Management, LLC from 2012 to 2018. Outside of advisory work, he is involved in managing real estate investment companies. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities with comprehensive portfolio management and financial planning. The firm combines fundamental, technical, and charting analysis to construct portfolios and offers a broader range of services including alternatives investing and direct real estate investment opportunities.

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.

Kirk Ludwig is a CFP® and ChFC® with 40 years of experience in financial advising. He has been with Westhill Financial Advisors, Inc. since 2010. He serves as a board member and treasurer of the 55 Corte Real Homeowners Association in a non-paid capacity. Westhill Financial Advisors provides personalized financial planning, investment management, and pension consulting to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm uses a strategic asset allocation process combining passive index and ETF holdings with active managers, tailoring portfolios to client-specific factors such as risk tolerance and tax considerations.

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 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.

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.

Michael Bristow is a financial advisor with Tamalpais Asset Management and holds Series 63 and Series 66 licenses. He has 15 years of industry experience, including roles at Emerson Equity LLC, Calamar Financial Group, and CS Planning Corp. Bristow is a managing partner at Tamalpais Asset Management, where he oversees daily operations, client communication, financial education, and account management. Tamalpais Asset Management manages approximately $262.5 million across about 261 client relationships, primarily serving high-net-worth households and accredited investors. The firm provides portfolio management and financial planning using written Investment Policy Statements and emphasizes passive core exposures while incorporating fundamental, cyclical, and quantitative analysis, along with alternative strategies for accredited investors.