Brian Kozel is a CFP® professional with 10 years of industry experience, currently serving at North Berkeley Wealth Management, LLC. He has been with North Berkeley Investment Partners since 2011. 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 offers comprehensive financial planning and investment management with a focus on long-term, total-return oriented portfolios that combine passive and active strategies, including options and ESG screening for clients who request social considerations.

John Kerns is a portfolio manager at Meridian Investment Counsel, Inc. with 28 years of industry experience. He has been with Meridian since 2005 and has operated a separate CPA and business-consulting practice since 1981, providing accounting services as a sole proprietor. Meridian Investment Counsel offers discretionary investment management and financial planning to individuals, families, trusts, non-profit organizations, and retirement plans. The firm employs a tax-aware, conservative growth strategy based on fundamental security analysis, asset allocation, and typically long holding periods, managing portfolios on a fiduciary basis with in-house discretion.

Rachel Shin is a CFP® and holds a Series 65 license, with five years of experience in financial advising. She has worked at Brio Financial Group since 2023 and previously held roles at Yeske Buie Inc., FMB Wealth Management, and McCarthy Wealth Management. Outside of her advisory career, she was involved with Kickin' Crab from 2015 to 2019. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and consulting services. The firm offers discretionary portfolio management through a wrap fee program and delivers a broad range of consulting, including estate and tax planning, mortgage and debt analysis, and corporate structuring.

Mark Pitre is a CFP® with 37 years of industry experience, currently serving at California Financial Advisors. He has worked with Foothill Securities and has been with Maloon, Powers, Pitre & Higgins, LLC dba CFA since 1998. In addition to his advisory role, he is involved in insurance sales and servicing existing contracts on a limited basis. California Financial Advisors is an SEC-registered firm that provides portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm manages over $2 billion in assets and utilizes a tailored investment approach focused on asset allocation, fund analysis, and due diligence of third-party managers.

Andrew Stout is a financial advisor at Tactivest, LLC with 28 years of industry experience. He has previously worked at Raymond James and has been affiliated with Tactivest since 2019. Stout serves on multiple nonprofit boards, including the LAPD Hollywood Division Police Activity League and the University of the Pacific Arthur A Dugoni School of Dentistry, and is president of the Leonard & Ilona Ling Family Foundation. Tactivest provides portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a diverse investment approach incorporating fundamental, technical, quantitative analysis, and modern portfolio theory, managing approximately $128.5 million across about 168 client accounts.

Cole Matsuura is a Series 65-licensed financial advisor with one year of industry experience. He has been with Echo45 Advisors LLC since 2020, following earlier roles in hospitality and other sectors. Echo45 Advisors serves individuals, including high-net-worth clients, trusts, retirement plans, and business entities with wealth management, discretionary investment management, and financial planning. The firm combines multiple analytical methods and technology platforms to deliver customized and automated investment solutions, supported by affiliated tax and estate services and unique structural features.

John Mcnertney is a CFP® with 19 years of industry experience, currently serving at Green Ocean Global Advisors LLC since 2022. He previously worked at Freestone Capital Management and Polaris Greystone Financial Group, LLC. Green Ocean Global Advisors LLC offers discretionary portfolio management, financial planning, and referrals to third-party investment managers for individuals, high-net-worth clients, and charitable organizations. The firm integrates fundamental, quantitative, modern portfolio theory, and technical analysis to construct portfolios that include mutual funds, ETFs, equities, fixed income, and non-U.S. securities, managing approximately $52.9 million across a three-advisor team.

John Burns is a financial advisor at Asset Dedication, LLC with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Asset Dedication since 2009. Asset Dedication provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs its Asset Dedication strategy, which aligns equity allocations with investment-grade fixed-income securities to meet clients’ cash-flow needs, and manages approximately $2.6 billion in discretionary assets for about 1,999 clients.

David La Placa is a financial advisor with Intellectus Partners, LLC in San Francisco, holding a Series 63 designation and over 32 years of industry experience. He has been with Intellectus Partners since 2015. Outside of his advisory role, he is involved in multiple software and technology ventures, serving in capacities such as managing member, advisor, and board member for several companies focused on software development and strategic consulting. Intellectus Partners provides wealth management, investment consulting, financial planning, and portfolio management to high-net-worth individuals, trusts, estates, and private funds. The firm combines fundamental analysis with proprietary quantitative models and alternative data, offering both discretionary and non-discretionary services tailored to clients with significant assets and pooled investment vehicles.

Barry Mendelson is a CFP® with 14 years of industry experience, currently serving as an advisor at Elevation Wealth Partners, LLC. He has been with the firm’s predecessor, Zrc Wealth Management, for 12 years. Elevation Wealth Partners is a six-advisor team that provides fee-only discretionary portfolio management and comprehensive financial planning to individuals, families, high-net-worth clients, small businesses, and retirement plans. The firm emphasizes asset allocation and academically informed, long-term investment strategies, supported by integrated tax and accounting services.

Stacey Liu is a CFP® and ChFC® with 12 years of industry experience. She is currently with Treehouse Wealth Advisors in Walnut Creek, CA, and previously worked at San Francisco Sentry Investment Group and SF Sentry Securities, Inc. She holds Series 66 and Series 63 licenses. Treehouse Wealth Advisors manages approximately $597 million for individual, high-net-worth, pension, charitable, and corporate clients. The firm provides discretionary and non-discretionary portfolio management, financial consulting, and wealth planning services, using both fundamental and technical analysis alongside AI-supported research under human supervision.

Eric Rudney is the sole advisor at Rudney Associates with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Rudney Associates since 2002 and Gillett Financial since 1995. Rudney Associates provides investment advisory and retirement plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts and estates, business entities, and charitable organizations. The firm employs both fundamental and technical analysis across mutual funds, ETFs, equities, and fixed-income securities, and manages approximately $868 million in assets for about 458 client relationships.

Cagatay Koc is a financial advisor at North Berkeley Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Strategic Wealth Planning, LifePro Financial Services, and Faubourg Private Wealth, among others. 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 focuses on long-term, total-return oriented portfolios using a combination of passive and active strategies, documented Investment Policy Statements, and systematic rebalancing, with options for ESG and carbon-screened investments.

Angela Wright is a CFP® with 18 years of industry experience. She joined Gemmer Asset Management LLC in 2024 after 16 years at Del Monte Group, LLC. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets and serves a diverse client base including individuals, trusts, estates, retirement plans, corporations, nonprofits, and independent fiduciaries. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers branded strategies, and maintains a dedicated Social Strategy incorporating ESG scores and fossil-fuel exposure metrics.

Jeffrey St. Claire is a financial advisor at Blume Capital Management, Inc. in Berkeley, CA, holding a Series 65 designation with 12 years of industry experience. He has been with Blume Capital Management since 2004. Blume Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, pension plans, charitable foundations, and private investment funds. The firm emphasizes a long-term, value-oriented equity approach combined with diversified asset allocation and the treatment of cash as an asset class, using mutual funds, ETFs, individual securities, and alternative investments for qualified clients.

Max Isaacman is a financial advisor at Fiscal Wisdom Wealth Management LLC with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Portsmouth-Smartlife Financial Group, Fidelity Investments, and Scottrade. Outside of advising, Max is an author who writes and publishes financial literature. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm uses tailored portfolio strategies that include a variety of investment options and conducts regular account reviews and rebalancing.

David Potts is a financial advisor at Dixon Financial Services with 8 years of industry experience. He holds a Series 66 designation and has worked at Dimensional Fund Advisors since 2017. Prior to that, he was affiliated with Santa Clara University from 2013 to 2017. Dixon Financial Services provides investment advisory services to individuals, trustees, charitable organizations, business owners, and corporations. The firm emphasizes strategic asset allocation using mutual funds and ETFs, applying Modern Portfolio Theory and relying heavily on Dimensional Fund Advisors funds, with a focus on client education through formal simulations, performance reporting, and sponsored seminars.

Kevin Cohen is a financial advisor with One Wealth Advisors, LLC in San Francisco, holding a Series 63 designation and 14 years of industry experience. He has been with One Wealth Advisors since 2015. One Wealth Advisors is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans through comprehensive investment management, financial planning, and retirement-plan advisory services. The firm employs a holistic “financial life plan” approach with diversified portfolios and offers coordinated services including tax and estate planning.

Rustin Mc Manis is a CFP® professional with experience at Yeske Buie Inc. since 2024. Prior to joining Yeske Buie, he held positions at Edward Jones and Barnes & Noble. He has also been involved in academic roles at Liberty University, De Anza College, and California Lutheran University. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a disciplined investment process using ETFs and mutual funds based on Modern Portfolio Theory and manager due diligence, and manages over $1 billion with a ten-person advisory team.

Samara Hanson Velloo is a financial advisor at Elevation Wealth Partners, LLC with two years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley, Global Retirement Partners, and LPL Financial. Prior to her advisory roles, she was employed at Blasingame Family and Sonoma State University. Elevation Wealth Partners is a six-advisor team managing approximately $670 million in client assets. The firm serves individuals, families, high-net-worth clients, and institutions, focusing on fee-only discretionary portfolio management and comprehensive financial planning using long-term, academically informed investment strategies.