Nicole Holloway is a CFP® with 10 years of industry experience, currently serving as an advisor at Natural Investments since 2020. She has worked at Strategy Squad since 2016 and was previously employed by Qualified Planning and Carrie Productions, Inc., where she continues to consult part-time on social media and website maintenance for the entertainment and media business. Natural Investments is a values-focused firm that provides financial planning and portfolio management for individuals, including high-net-worth households, institutions, and charitable entities. The firm emphasizes asset-class diversification and a long-term approach using socially responsible investments, operating under a unique structure as a public-benefit LLC owned by a perpetual purpose trust.

Laurent Harrison is a Series 65-licensed financial advisor with Bell Investment Advisors Inc in Orinda, CA, where he has worked since 2010 and has 15 years of industry experience. He serves as Chairman of the Board of Advisors for Software Next Door, Inc., providing business strategy and planning advice to the company’s senior management. Bell Investment Advisors is an SEC-registered firm offering discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients. The firm customizes investment recommendations based on client-specific factors and provides ongoing account monitoring while incorporating market and economic research.

Stephen Nguyen is a financial advisor at Twin Peaks Wealth Advisors with four years of industry experience. He holds a Series 66 designation and has prior work experience at Intuit Inc., Adobe Inc., and LPL Financial. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, high-net-worth families, trusts, retirement plans, and other entities. The firm focuses on strategic asset allocation through ETFs and institutional mutual funds, utilizing discretionary separately managed accounts with tactical overlays and ongoing rebalancing.

Jane Swan is a CFA® charterholder with 11 years of industry experience. She has worked at Veris Wealth Partners, LLC since 2015. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, offering investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented strategies, integrating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.

Jorge Madrigal is a financial advisor at Penserra Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with multiple Penserra entities since 2008. Madrigal is the president of a registered investment adviser, Penserra Capital Management, where he has been employed since the firm's founding. Penserra Wealth Management is an SEC-registered investment adviser that provides portfolio management, financial planning, pension consulting, concierge administrative services, and sub-advisory solutions. The firm employs a multi-disciplinary investment approach that includes fundamental, technical, cyclical, and economic analysis and offers both discretionary portfolio management and non-discretionary pension consulting.

Paul Touchstone is a CFA® with 20 years of industry experience, currently serving as a partner at Fort Point Capital Partners LLC in San Francisco. His career includes roles at Gordian Investments, Stratifi, Stifel, Stone & Youngberg, and Schroeder Capital Management. 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 fund vehicles across private credit, equity, and real estate. The firm’s investment approach emphasizes risk management, global diversification, active risk control, and tax-aware strategies.

Gregory Syler is a financial advisor at Eastsound Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms including Pacific Fortune Management and Sowell Management Services. Syler also owns Align Advisor Services, a compliance consulting business serving Registered Investment Advisers. Eastsound Capital Advisors is an SEC-registered firm offering discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation to build client portfolios.

Samaya Patel is a financial advisor at Blume Capital Management, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Blume Capital Management, she worked at Citigroup and Cisco Systems, and she studied at the University of California, Berkeley. Blume Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable foundations, and private investment funds. The firm’s investment approach focuses on long-term, value-oriented equity exposure combined with diversified asset classes and includes the use of mutual funds, ETFs, individual securities, and alternative investments for qualified clients.

Jordan Sam is a Series 65-licensed financial advisor at Alpha Solutions Investment Advisors with one year of industry experience. Prior to joining Alpha Solutions, he was affiliated with the University of California, Riverside for a total of four years. Alpha Solutions Investment Advisors is an SEC-registered, fee-only firm managing approximately $509 million in discretionary assets. The firm serves individual and high-net-worth investors as well as institutional clients including pensions, foundations, and retirement plans, providing discretionary portfolio management, customized wealth management, and limited financial planning across multiple asset classes.

Peter Reidenbach is a financial advisor at Blume Capital Management, Inc. in Berkeley, CA, with 14 years of industry experience. He holds a Series 65 credential and has been with Blume Capital Management since 2011. Blume Capital Management provides discretionary investment management and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, charitable foundations, and private investment funds. The firm emphasizes long-term investing with a value-oriented equity allocation and broad diversification, utilizing mutual funds, ETFs, and alternative investments for qualified clients.

Henry Luong is a financial advisor at CSP Financial Group LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at CSP Financial Group since 2021, alongside operating as a sole proprietor. Luong has also been a patent examiner at the United States Patent and Trademark Office since 2010. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory and employs third-party managers such as Matson Money to implement model allocations.

Paula Rose is a financial advisor with American Investors Company in San Ramon, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with American Investors Company since 2002 and has operated her own advisory business since 1997. Additionally, she is licensed as a life insurance agent. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of discretionary and non-discretionary asset management, financial planning, retirement plan services, and seminars, operating both as a registered broker-dealer and SEC-registered adviser.

Yukun Wang is a financial advisor at Chequers Financial Management LLC with seven years of industry experience. He has worked at Chequers since 2018 and previously was with Behring Global Educational Foundation and Aflac. Wang holds a Series 65 credential and is based in San Francisco, CA. Chequers Financial Management LLC serves ultra-high-net-worth individuals and complex multi-generational families, offering tailored advisory services including Personal CFO and Multi-Family Office service tracks. The firm combines customized financial planning with discretionary investment management, emphasizing passive asset-class funds alongside alternative investments for qualified clients.

Sean Maloon is a financial advisor at California Financial Advisors with a Series 65 designation. He has been with the firm since 2022, with prior experience at Indus Growth Fund and involvement in activities outside finance, including work with Friday Night Lights and California Polytechnic University. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with investment supervisory services, financial planning, and consulting. The firm focuses on asset allocation, mutual fund and ETF analysis, and third-party manager due diligence, managing approximately $2 billion in assets with a team of 11 advisors.

Kathryn Gilje is a financial advisor at Just Futures with a Series 65 credential and one year of industry experience. She previously worked at Juniper Roots and Ceres Trust, accumulating a decade of experience before joining Just Futures. Just Futures serves nonprofits, foundations, family offices, small- and mid-sized businesses, retirement plans, and individual investors, managing about $46.7 million in assets. The firm follows a values-aligned investment approach informed by social justice movements, integrating ESG factors and a range of public and private market solutions tailored to mission-aligned, non-high-net-worth, and institutional clients.

Richard Cohn is a financial advisor at American Investors Company with 39 years of industry experience. He holds Series 65 and Series 63 designations and has worked at American Investors Company since 2002, with a 12-year tenure at Crestmont Advisors, LLC in between. American Investors Company provides investment advisory and financial planning services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, delivering a range of asset management and financial planning options while maintaining multiple revenue streams from advisory fees and commissions.

Scott Hampton is a CFP® with 13 years of industry experience, currently serving as an advisor at Moment Partners, LLC since 2024. He previously worked at Wells Fargo Clearing from 2016 to 2024. Hampton is a co-trustee for a family trust. Moment Partners serves individual and institutional clients, including high net worth individuals and pension plans, offering investment management, financial planning, and fiduciary services. The firm employs risk-adjusted, tax-efficient strategies combining active and passive investments, and manages over $1.18 billion in assets with a team of four advisors.

James Machinchick is a CFP® credentialed financial advisor at Inflection Capital Management, LLC in San Francisco, CA, with 16 years of industry experience. His prior roles include positions at Fidelity Investments and Lake Street Advisors. He currently serves as Chief Planning Officer at The Oglethorpe Collective, an affiliated entity of his firm. Inflection Capital Management serves high-net-worth individuals, family offices, trusts, endowments, businesses, and private funds, offering discretionary and non-discretionary portfolio management alongside integrated financial planning. The firm utilizes a documented investment policy statement to guide portfolio construction, incorporates third-party managers, and employs AI for operational tasks with human oversight.

Mark Bertoli is a CFP® with 38 years of industry experience and is currently with Castle Rock Wealth Management, LLC in Walnut Creek, CA. He has worked at Private Client Services, First Allied Securities, and Cetera Advisor Networks. Outside of his advisory role, he mentors at a fintech start-up, Your Capital Inc. Castle Rock Wealth Management provides investment advisory, financial planning, and retirement plan consulting to individuals, trusts, estates, and business entities. The firm manages over $500 million for nearly 1,900 clients through a team of eight advisors and employs a combination of fundamental and technical analysis alongside active trading strategies.

Bryce Brown is a financial advisor at Penserra Wealth Management with 10 years of industry experience. He has held roles at Perigon Wealth Management and Burleson & Company, LLC, and serves as a commander in the California Army National Guard. Penserra Wealth Management offers portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs a multi-disciplinary investment approach that includes fundamental, technical, and economic analysis, providing primarily discretionary portfolio management and retirement plan consulting.