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.

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.

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.

Trevor Scotto is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Fiduciary Financial Group, LLC, where he has worked since 2016 in various capacities. His prior experience includes roles at East Bay CDFA, LLC, and Munc & Cooper CPAs LLP, as well as work as a real estate agent and Certified Divorce Financial Analyst (CDFA). Fiduciary Financial Group is a fee-based advisory firm managing over $1 billion for individuals, high-net-worth households, and retirement plan sponsors. The firm utilizes a research-driven approach combining fundamental, technical, and cyclical analysis, employing ETFs, mutual funds, stocks, closed-end funds, and options strategies tailored to client objectives, while integrating ongoing financial planning and tax advisory.

Beth Verdekal is an advisor at O'Donnell Financial Services, LLC with Series 65 and Series 66 credentials and four years of industry experience. Her prior roles include positions at the Environmental Defense Fund, Corporate Visions, and as a self-employed professional. She has been involved with Own It Economics since 2016. O'Donnell Financial Services provides wrap asset management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and business entities. The firm offers tailored advisory services delivered through discretionary and non-discretionary mandates, employing a range of investment strategies from long-term buy-and-hold to short-term trading.

Bryce Brown is a financial advisor at Penserra Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Penserra, Brown worked at Perigon Wealth Management and Burleson & Company. He also serves as a Commander in the California Army National Guard. Penserra Wealth Management is an SEC-registered firm that provides discretionary portfolio management, pension consulting, and financial planning. The firm employs a range of analytical approaches and investment strategies, managing approximately $15 million in discretionary client assets.

Scott Gemmer is a CFA® charterholder with 10 years of industry experience. He is affiliated with Gemmer Asset Management LLC, a firm he has been associated with since 1993. Gemmer Asset Management provides discretionary portfolio management for individuals, trusts, retirement plans, and small businesses, managing over $2.3 billion across approximately 1,270 clients. The firm emphasizes asset allocation and long-term holdings, primarily using no-load mutual funds and ETFs, and incorporates a Social Strategy that limits fossil fuel exposure. Gemmer operates as a 100% employee-owned firm and collaborates with Personal Financial Advisors and unaffiliated sub-advisors.

Sam's professional goal is simple: help families stretch their dollars and stop second-guessing financial decisions. This work is his passion. Families come to our firm looking for answers, and we're dedicated to providing clarity. Sam's clients come in asking an array of questions: When can I retire? How can I be confident it will last? What am I missing? Is there anything else I should be doing than what I'm doing now? This is much deeper than managing a portfolio. Our job is to answer your questions and use our expertise to guide you, so you know what pitfalls and opportunities may be on the horizon. Over time, clients start to feel like family, and it's our goal to treat their financial decisions with the same care we'd give our own. Sam believes this process starts with a financial plan. Not just a retirement projection, but an in-depth analysis of everything in your life with a number on it, paired with a real understanding of what matters most to you. Sam specializes in helping clients who are retired or within 10 years of retirement turn a lifetime of savings into dependable, tax-efficient income that doesn't depend on guessing what the market does next. For young families, he builds that same discipline in early: a coordinated plan bringing scattered accounts, tax strategy, and investments under one roof, so nothing gets left to chance later. He also works closely with small business owners and self-employed professionals, whose retirement planning rarely fits the typical employer-plan playbook. The right guidance, and the costly mistakes to avoid, require a different kind of expertise than most advisors bring to the table. For clients thinking beyond their own retirement, Sam helps families plan the thoughtful, tax-efficient transfer of wealth across generations, so what's been built is preserved and passed on with intention rather than lost to poor timing or an unnecessary tax bill. As a fee-only fiduciary, Sam doesn't sell products or earn commissions. His only job is to build a plan that works in your best interest, full stop. Sam is a CERTIFIED FINANCIAL PLANNER®, practitioner and a summa cum laude graduate of Mississippi State University. A native of Jackson, Mississippi, Sam is deeply rooted in the community Branning Wealth Management has served for decades. Outside the office, he's active in his local church in downtown Jackson. He and his wife, Chloe, live in Jackson and enjoy having friends over for Mahjong, gr

Randall Maycock is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has been with Roof Eidam Maycock Peralta LLC since 2009, where he is part of a five-advisor team based in San Francisco, CA. Roof Eidam Maycock Peralta LLC provides discretionary investment management, financial planning, and retirement plan consulting to individual investors, charitable organizations, and institutional clients. The firm manages client assets in-house, using customized portfolios that incorporate fundamental, technical, and cyclical analysis, and operates a wrap-fee program covering trading costs for its clients.

Jonathan Masse is a CFA® charterholder with over 21 years of experience in the financial industry. He is currently with Penserra Wealth Management and has held positions at firms including Perigon Wealth Management, Bank of America, Merrill, and several others. Outside of his advisory role, Masse teaches CFA exam review courses, serves as a professor at UC Berkeley Extension and Santa Clara University, and consults on alternative investments. Penserra Wealth Management, founded in 2024, provides discretionary portfolio management, pension consulting, and financial planning services. The firm employs a combination of analytical methods and implements diversified strategies including ETFs, mutual funds, options, and alternative investments.

Jonathan Maier is a CFP® and holds a Series 66 license, currently working with Fort Point Capital Partners LLC. He has four years of industry experience, including prior roles at Equitable Advisors, LLC, and involvement with the Oakland Parks and Recreation Foundation. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices through discretionary separately managed accounts and private pooled vehicles. The firm focuses on risk management, global diversification, active risk oversight, and cost control, integrating tax-aware strategies and employing derivative-based hedging in select accounts.

Jon Goshay is a financial advisor at Caldwell Sutter Capital, Inc. with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cetera Investment Services LLC and Foresters Financial Services, Inc. Outside of financial advising, he composes and produces music under a label. Caldwell Sutter Capital serves primarily high-net-worth individuals, their families, corporations, and municipal clients. The firm offers portfolio management and financial planning with a focus on customized equity and fixed-income portfolios constructed through a bottom-up, fundamental value approach emphasizing long-term, buy-and-hold investing.

Cory Degraaf is a financial advisor at Dixon Financial Services with a Series 65 designation and two years of industry experience. He has worked at Dixon Financial Services since 2023 and has prior experience with Buckingham Strategic Partners/Loring Ward, Lyft, and Home Goods. Dixon Financial Services serves individuals, trustees, charitable organizations, business owners, and corporations by providing personalized investment advisory services focused on strategic asset allocation and ongoing portfolio management. The firm manages over $1 billion in assets with a team of five advisors and uses a disciplined approach involving Modern Portfolio Theory, Dimensional Fund Advisors funds, and financial simulation programs to support client planning and reporting.