Melissa Jones is a CFA® charterholder with three years of industry experience. She currently works at Osborne Partners and has prior experience at Iconiq, Jordan Park Group LLC, CNR Securities LLC, and Loomis Sayles. Osborne Partners Capital Management provides discretionary and non-discretionary investment management and integrated financial planning to a wide range of clients, including individuals, families, trusts, foundations, endowments, corporations, and retirement plans. The firm emphasizes actively managed, globally diversified multi-asset portfolios tailored to client-specific guidelines and employs strategies such as individual bonds, alternative instruments, hedging, and performance-based fee arrangements.

Brandon Miller is a CFP® and ChFC® with 26 years of industry experience. He has been with Brio Financial Group since 2017 and previously worked at Ameriprise Financial Services, Inc. for 17 years. Brio Financial Group serves individuals, trusts, retirement plans, and business entities, providing asset management, financial planning, and consulting services. The firm delivers asset 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.

Michael Garrigan is a financial advisor at Stonebridge Financial Group with eight years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa-Advisors. Outside of his advisory role, he is involved in real estate investment through ownership of multiple properties and co-ownership of an investment LLC. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, providing discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a combination of quantitative and qualitative investment strategies and manages approximately $896 million in discretionary assets.

David Yeske is a CFP® professional with 36 years of experience in the financial advisory industry. He has worked at Yeske & Company, Inc. since 1990 and is currently a principal at Yeske Buie Inc., where he has been since 2007. Based in San Francisco, CA, he is part of an 11-advisor team at Yeske Buie. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, personal trusts and estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach includes developing written Investment Policy Statements and constructing portfolios primarily with ETFs and mutual funds using Modern Portfolio Theory and manager due diligence.

Stephen Stanford is an investment advisor representative at The Putney Financial Group LLC with 37 years of industry experience. He previously worked at Portsmouth Financial Services Inc for 11 years and Arete Wealth Management for 3 years. Stanford holds Series 63 and Series 65 licenses. The Putney Financial Group LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm manages approximately $205 million in assets using a multi-faceted investment approach that emphasizes asset allocation across various instruments and delivers ongoing portfolio oversight with regular client reporting.

John Mcdevitt is a financial advisor with Fort Point Capital Partners LLC in San Francisco, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Morgan Stanley & Co. LLC for 18 years before joining Fort Point and Uhlmann Price Securities, where he serves as Managing Director. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services for individually managed accounts. The firm emphasizes a risk-focused investment approach with global diversification, active risk management, and systematic tax-loss harvesting using ETFs.

Samuel Wood Bednarz is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with North Berkeley Investment Partners, LLC since 2013. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning and investment management with an emphasis on long-term, total-return oriented portfolios using a mix of passive and active strategies, including ESG and carbon-screened options.

Echo Chien is a financial advisor with The Putney Financial Group LLC in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Putney Financial Group in 2024, Chien worked at Arete Wealth Management, Portsmouth Smartlife Financial Group, and Portsmouth Financial. Chien serves as Chief Compliance Officer for The Putney Financial Group's affiliated registered investment advisory firm. The Putney Financial Group LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm employs a multi-faceted investment approach emphasizing asset allocation across mutual funds, ETFs, fixed income, structured products, private placements, and options strategies.

Stephen Huxley is a Series 65 licensed financial advisor with over 20 years of industry experience. He has been with Asset Dedication, LLC since 2009 and has a long-standing association with the University of San Francisco spanning more than five decades. Asset Dedication, LLC provides investment management and financial planning services to individual and high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs an Asset Dedication strategy that aligns equity exposures with fixed income to match clients’ cash-flow needs, using a client-specific modeling process to guide long-term portfolio construction.

Daniel Krebs is a financial advisor at Atlas Capital Advisors Inc. with six years of industry experience and holds a Series 65 designation. He has worked at Atlas Capital Advisors since 2019 and concurrently serves as a part-time Managing Director at Sebastes Capital Management, a family office in San Francisco, where he assists with portfolio investment decisions. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and corporate entities. The firm employs an evidence-driven, total-portfolio asset allocation approach and manages tax-aware portfolios using a variety of instruments, including equities, fixed income, derivatives, and alternative investments.

Zachary Talus is a financial advisor at Burling Wealth Partners in San Francisco, CA, with one year of industry experience. He holds a Series 65 designation and has prior work experience at Apple Inc., MIT, and Boeing. Outside of advising, he manages manufacturing operations for iPads at Apple Inc. Burling Wealth Partners is an SEC-registered advisory firm serving individuals, family offices, trusts, estates, private foundations, corporations, and qualified retirement plans. The firm offers comprehensive financial planning and investment management with a client-centered, long-term investment approach that includes a variety of asset classes and external manager oversight.

Christopher Winkler is a financial advisor with Aspirean Wealth, LLC in Mill Valley, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America Inc. for over a decade. Outside of advisory, he is involved in periodic life insurance sales through Legacy Advisors Agency. Aspirean Wealth serves individuals, high net worth clients, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement consulting. The firm emphasizes long-term, asset-allocation-driven strategies using broadly diversified, passively managed funds and integrates third-party money managers in client portfolios.

John Baker is a financial advisor at Atlas Capital Advisors Inc. with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Delta Investment Management, LLC and BCW Securities LLC. Outside of finance, he serves as president and a board member of Solari Estate Vineyards, a winery in Calistoga, California. Atlas Capital Advisors is an independent, privately owned investment adviser serving individuals, high-net-worth families, family offices, pension plans, trusts, foundations, and other institutions through discretionary wealth management and tax-aware portfolio management. The firm employs a combination of fundamental, technical, and quantitative analysis with various investment instruments and typically manages portfolios on a separately managed account basis.

Erwan Collobert is a financial advisor at Transatlantique Private Wealth LLC in San Francisco, holding a Series 65 credential. He has experience working at Banque Transatlantique Luxembourg for nine years, followed by roles at Credit Agricole and a year of extended travel. Collobert joined Transatlantique Private Wealth in 2026. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, and trusts, with a focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines macroeconomic and thematic research from European affiliates with fundamental and technical analysis to develop strategic portfolio allocations.

Leslie Krampert is a financial advisor at Atlas Capital Advisors Inc. in San Francisco, CA, holding a Series 65 designation with four years of industry experience. Prior to joining Atlas Capital Advisors in 2021, Leslie worked at Meridian Financial from 2018 to 2021. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and other entities with discretionary portfolio management and family office services. The firm uses evidence-driven methods combining fundamental, technical, and quantitative analysis, managing tax-aware portfolios with a focus on total-portfolio asset allocation.

John Roberson is a financial advisor at 1919 Investment Counsel, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with 1919 since 2018, following six years at Rand & Associates. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm constructs customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and third-party resources, and operates as a wholly-owned subsidiary of Stifel Financial Corp.

Elaina Serotte is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Parallel Advisors, LLC since 2018. Prior to this, she worked at Golub Group from 2014 to 2018. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations by offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, and independent managers, integrating technology for tax-efficient rebalancing and utilizing adviser-only investment vehicles.

David Hultman is a financial advisor at Summit Trail Advisors, LLC in San Francisco, holding Series 63 and Series 65 licenses with 23 years of industry experience. His prior work includes roles at BancWest Investment Services and Bank of the West from 2011 to 2023, followed by a position at LPL Financial. He is also associated with Summit Trail Securities, LLC as a registered representative. Summit Trail Advisors serves a diverse client base including individuals, families, charitable organizations, corporate entities, trusts, estates, and institutional retirement plans. The firm employs an open-architecture investment approach focused on asset allocation, investment selection, and portfolio construction, offering services such as discretionary and non-discretionary portfolio management, financial planning, family office services, and outsourced chief investment officer consulting.

Teresa Greenip is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience, currently advising at Aspiriant, LLC in San Francisco. She has been with Aspiriant since 2019 and previously worked at Mosaic Financial Partners and iStar. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, and family office services. The firm offers customized investment programs and expanded family office capabilities, including accounting, banking support, and specialized consulting beyond typical advisory offerings.

Alison Diessner is a financial advisor at NorthRock Partners, LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise, Ashfield Capital Partners, and Hall Capital Partners. NorthRock Partners is a full-service wealth management firm serving individuals, trusts, estates, retirement plans, private funds, and other business entities. The firm employs a tailored, holistic investment approach with broad asset allocation and diversification, managing accounts on both discretionary and non-discretionary bases.