Jason Saxon is an advisor at Private Wealth Partners, LLC, holding Series 65 and Series 63 designations. He has been with the firm since 2005. Private Wealth Partners provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts and estates, and corporations. The firm manages approximately $1.92 billion in client assets and employs a range of investment strategies, including equities, fixed income, private credit, and covered-call option programs.

Andrew Taylor is a financial advisor with The Putney Financial Group LLC in San Rafael, CA. He holds a Series 66 designation and has 12 years of industry experience. His prior work includes roles at Arete Wealth Management and Portsmouth Financial. The Putney Financial Group provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm employs a comprehensive investment process that incorporates fundamental, quantitative, qualitative, and cyclical analysis, with an emphasis on asset allocation across various securities.

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.

Corey Saft is a CFP® with 14 years of industry experience currently serving as an advisor at Sivia Capital Partners, LLC since 2017. His prior work includes roles at SF Sentry Securities, Inc. and UBS Financial Services. Saft holds the Series 66 designation and operates out of Mill Valley, California. Sivia Capital Partners, LLC provides tailored wealth management services to high-net-worth individuals and families, combining asset management, financial planning, and family office offerings. The firm employs a diverse investment approach that includes public and private assets, digital currencies, and may engage in strategies such as short-term trading and margin when suitable for clients.

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 the Series 63 and Series 65 designations and has held roles at several Penserra entities since 2008, as well as at Cheevers & Company since 2016. Madrigal is also president of a registered investment advisor, a position he has held since its founding. Penserra Wealth Management, founded in 2024, provides discretionary portfolio management, pension consulting, and financial planning services. The firm employs a variety of analytical approaches and investment strategies, serving its clients with a mix of asset allocation methods and instruments.

Paul Touchstone is a CFA® charterholder with 19 years of industry experience. He is a partner at Fort Point Capital Partners LLC in San Francisco, where he has worked since 2012. His prior experience includes roles at Stratifi, LLC and Gordian Investments, LLC. 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 employs a risk-focused investment approach emphasizing global diversification, active risk management, and tax-efficient strategies, including systematic tax-loss harvesting with ETFs.

Stephen Chen is a Series 65-licensed financial advisor with eight years of industry experience. He is currently affiliated with Boldin Advisors and has held roles at Newretirement Advisors, LLC since 2018 and Newretirement, Inc. since 2004. Chen serves as CEO of NewRetirement, Inc., an educational website focused on retirement planning. Boldin Advisors offers financial planning and consulting services to individuals, trusts, estates, and small businesses, emphasizing a fiduciary approach with investment strategies based on Modern Portfolio Theory and low-cost indexed funds. The firm provides planning through written reports and fixed or hourly engagements without managing client assets directly.

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, she worked at Cisco Systems and has academic experience from the University of California, Berkeley. Blume Capital Management provides discretionary investment management and financial planning services to individuals, trusts, estates, pension plans, charitable foundations, and private investment funds. The firm emphasizes long-term investing with a value-oriented equity allocation and broad diversification, using mutual funds, ETFs, and alternative investments for qualified clients.

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.

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.

Kyle Daniels 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, Daniels serves as a board member for the Autism Society San Francisco Bay Area and acts as a co-trustee for his brother’s special needs trust. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors with discretionary wealth management, financial consulting, and retirement plan advisory services. The firm combines quantitative and qualitative analysis with various investment strategies to manage portfolios across multiple asset classes.

Declan Lynch is a CFP® affiliated with Assembly Wealth in Mill Valley, CA, with two years of industry experience. Prior to his current role, he worked across various sectors including architecture and environmental technology. He also served in escort and safety services at Brandeis University for several years. Assembly Wealth is a team-based SEC-registered investment adviser managing approximately $336.7 million as of year-end 2025. The firm offers discretionary portfolio management, financial planning, and third-party manager services to a diverse client base, utilizing individualized investment policies and a combination of in-house and third-party strategies.

Edward Smith is a financial advisor at Caldwell Sutter Capital, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Caldwell Sutter Capital since 2018. Caldwell Sutter Capital primarily serves high-net-worth individuals, 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 management and financial planning strategies.

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.

Scott Hampton is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Moment Partners, LLC since 2024 and previously spent eight years at Wells Fargo Clearing Services and three years at Wells Fargo Advisors. Hampton serves as co-trustee for a family trust. Moment Partners, LLC provides investment and wealth management, financial planning, and fiduciary services to individuals, high-net-worth families, trusts, estates, foundations, and institutional clients. The firm uses a combination of active and passive strategies, risk-adjusted and tax-aware asset allocation, and incorporates independent managers and options strategies where appropriate.

James Machinchick is a CFP® with 16 years of industry experience currently serving as Chief Planning Officer at Inflection Capital Management, LLC. His prior roles include positions at Fidelity Personal and Workplace Advisors and Lake Street Advisors. He is also involved with The Oglethorpe Collective, LLC, a firm affiliated with Inflection Capital, where he dedicates significant time during trading hours. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients, offering comprehensive financial planning and portfolio management. The firm employs an IPS-driven, manager-of-managers approach with a broad investment toolkit, focusing on detailed family assessments and ongoing oversight.

Lincoln Wells is a financial advisor at Tamalpais Asset Management with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mount Tamalpais Asset Management, LLC since 2021 and DLT Systems LLC since 2012. Tamalpais Asset Management manages approximately $262.5 million for around 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 typically favors passive core exposures combined with fundamental, cyclical, and quantitative analysis.