David Potts is a financial advisor at Dixon Financial Services with eight years of industry experience. He holds a Series 66 designation and previously worked for nine years at Dimensional Fund Advisors. He attended Santa Clara University from 2013 to 2017. Dixon Financial Services serves individuals, trustees, charitable organizations, business owners, and corporations by providing customized investment advisory services focused on strategic asset allocation across stocks, bonds, and cash. The firm emphasizes a low-turnover rebalancing approach and utilizes financial simulations and performance reporting to support client planning, managing over $1 billion in assets with a team of six advisors.

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 serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers comprehensive wealth management, financial planning, and portfolio management with a primarily long-term investment approach, incorporating diversified assets and independent managers tailored to client needs.

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 Series 66 licensed financial advisor at Elevation Wealth Partners, LLC with two years of industry experience. Her prior roles include positions at Morgan Stanley, Global Retirement Partners, and LPL Financial. Elevation Wealth Partners is a six-advisor team serving individuals, families, high-net-worth clients, small businesses, pension and profit-sharing plans, trusts, and estates. The firm provides fee-only discretionary portfolio management and comprehensive financial planning, emphasizing long-term, academically informed strategies and integrated tax and accounting services.

Alexis Olian is a CFP® professional with 10 years of experience in financial advising. She currently works with Treehouse Wealth Advisors and previously spent 12 years at The Humphreys Group. Treehouse Wealth Advisors manages approximately $597 million for individual and high-net-worth clients, pension and charitable entities, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial consulting, and wealth planning services, utilizing a combination of technical and fundamental analysis alongside AI-supported research under human supervision.

Andrew Houghton is a financial advisor at Delta Investment Management, LLC in San Francisco, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Delta since 2008 and was previously with US Capital Wealth Management, LLC from 2016 to 2018. Delta Investment Management provides discretionary investment management and consulting to individuals, institutions, trusts, and pension plans, and serves as a subadvisor to other firms. The firm offers a range of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning within its advisory services.

Jacob Mahoney is a financial advisor with Fort Point Capital Partners LLC in San Francisco, holding Series 63 and Series 65 registrations and 15 years of industry experience. His prior work includes positions at Parcion Private Wealth, Coldstream Capital Management, and Wells Fargo Clearing. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices, emphasizing risk management, global diversification, and tax-aware strategies through discretionary separately managed accounts and private pooled funds.

Jennifer Schmitz is a financial advisor at GenCap Portfolio Management with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Front Row Advisors LLC since 2017, Urban Concepts LLC since 2015, and I2 I Analytics, LLC from 2007 to 2017. She is also an owner of a real estate design and development company in Wilmington, Delaware. GenCap Portfolio Management provides discretionary and non-discretionary portfolio management, financial planning, and subadvisory services to individuals, high-net-worth clients, and other investment advisers. The firm uses fundamental analysis and modern portfolio theory to manage diversified portfolios without a stated account minimum.

Henri Moudi is a CFP® and CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Mission Creek Capital Partners, Inc. in San Francisco, where he has been with the firm since 2012. Mission Creek Capital Partners serves a diverse client base including family offices, trusts, executives, pension plans, and institutional investors, providing discretionary investment management, financial planning, and specialized services such as private equity distribution management and portfolio transition strategies. The firm integrates fundamental analysis with tax-aware implementation and risk management, utilizing both active and passive instruments alongside quantitative tools and options overlays.

Paul Grace is a financial advisor at Aspirean Wealth, LLC with 25 years of industry experience. He has been with Aspirean Wealth, formerly Grace Financial Associates, since 2014 and previously operated Tamalpais Tax Services, Inc. for over three decades. In addition to his advisory role, he provides tax preparation services and offers life insurance, fixed annuities, long-term care, and disability products. Aspirean Wealth serves individuals, high net worth clients, and employer-sponsored retirement plans with comprehensive portfolio management, financial planning, and retirement consulting. The firm employs a long-term, asset-allocation-driven investment approach using diversified, passively managed funds and third-party money managers.

Troy Murphy is a financial advisor at Black Diamond Financial, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs for four years. Outside of his advisory role, Murphy serves on the Investment Committee of the U.S. Ski and Snowboard Association, owns a personal branding company, and is an advisory board member for Progression LLC, an outdoor recreation organization. Black Diamond Financial provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, and institutional clients. The firm employs a multi-advisor team approach with an emphasis on strategic asset allocation, low-cost index strategies, and selective institutional-quality private investments.

Joshua Schefers is a CFP® professional with 19 years of experience in financial advising. He is affiliated with Valley Wealth Strategies, LLC and has held roles at firms including LPL Financial, National Planning Corporation, and Heffernan Investment Advisors. He also operates FACS Financial Group, a business entity used for tax and investment purposes. Valley Wealth Strategies, LLC is an SEC-registered multi-advisor firm serving individuals, high-net-worth clients, families, trusts, small businesses, charitable organizations, and retirement plans. The firm employs a long-term investment approach with discretionary and non-discretionary management options, overseeing portfolios composed of mutual funds, ETFs, individual equities, and fixed-income securities.

Adrian Azofeifa is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 credential with one year of industry experience. Prior to joining Liberty Wealth Management, he worked at OBI Capital and has experience in educational roles at San Diego State University and Moreau Catholic High School. He is also an insurance agent with Lifetime Planning Marketing, Inc., where he offers insurance and annuity products. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, and retirement plan services. The firm employs a combination of centrally developed models and adviser-developed strategies, with access to private market investments and an affiliated alternative-asset manager.

Trenton Spallas is a Private Wealth Advisor at Merrill Private Wealth Management, based in San Francisco. He focuses on providing financial advisory services to founders, corporate executives, and general partners at venture capital and private equity firms. His team specializes in managing complex family financial situations, aiming to simplify clients' financial lives so they can concentrate on their family, business, and community. His areas of expertise include corporate executive services, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, philanthropic planning, portfolio management services, individual and corporate investment strategy, and tax minimization. Trenton holds the Personal Investment Advisor (PIA) designation. Trenton earned both his Bachelor's degree and a Master of Business Administration (MBA) from Willamette University. Outside of his professional work, he has interests in adventure sports, baseball, basketball, fishing, football, golfing, running, and traveling.

Nathalie Lai is a financial advisor at Alpha Solutions Investment Advisors with a Series 65 designation and one year of industry experience. Prior to joining the firm, she worked in dental practices, including Tamir Wardany DDS and Union Square Dental Group. Outside of financial advising, she is actively engaged as a practicing dentist at Lands End Dental. 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 and pooled clients, employing a combined fundamental and technical investment approach with a focus on discretionary portfolio management across a range of asset classes.

Frederic Devinney is a Series 63-licensed financial advisor with American Investors Company in Walnut Creek, CA, where he has worked since 1994. He has 59 years of industry experience, including operating as an independent insurance agent specializing in term life insurance. American Investors Company provides investment advisory and financial planning services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary management, financial planning, 401(k) consulting, and uses a combined broker-dealer and SEC-registered adviser structure.

Jared Harper is a financial advisor with Malakoff Wealth in Danville, CA, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2020 and has also been involved with Metis Technology Solutions since 2019. Outside of his advisory role, he provides administrative support to Malakoff Wealth. Malakoff Wealth offers financial planning and consulting services to individuals, trusts, nonprofit organizations, banks, business entities, and pension/profit-sharing plans. The firm focuses on fundamental analysis and manager evaluation, providing advice through hourly, fixed-fee, or retainer arrangements while referring clients to LPL Financial for investment implementation and portfolio supervision.

William Dagley is a financial advisor at Private Wealth Partners, LLC with 21 years at the firm and 9 years of industry experience. He holds Series 63 and Series 65 credentials. Private Wealth Partners provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.92 billion in client assets and offers a range of strategies including equities, ETFs, fixed income, structured notes, private credit, and select covered-call option programs.

Roger Coit is a financial advisor at American Investors Company with 55 years of industry experience. He holds a Series 63 designation and has been with American Investors Company since 1994. In addition to his advisory role, Coit is involved in several business activities related to real estate consulting and managing real estate enterprises in Walnut Creek, CA. 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 operates as both a registered broker-dealer and an SEC-registered adviser, offering a range of services including asset management, financial planning, 401(k) consulting, and seminars.

Anthony Castelli is a financial advisor at Penserra Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with various Penserra entities, including Penserra Transition Management since 2014 and Penserra Capital Management since 2011. Penserra Wealth Management provides portfolio management, financial planning, pension consulting, and concierge administrative services. The firm employs a multi-disciplinary investment approach incorporating fundamental, technical, cyclical, and economic analysis, serving clients through discretionary and non-discretionary strategies.