Jonathan Maier is a financial advisor at Fort Point Capital Partners LLC in San Francisco, holding a Series 66 designation with four years of industry experience. Prior to joining Fort Point in 2024, he worked at Equitable Advisors, LLC from 2021 to 2023. Outside of finance, he has been involved with the Oakland Parks and Recreation Foundation. 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 systematic tax-loss harvesting using ETFs.

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.

Kim Berger is a financial advisor at North Berkeley Wealth Management, LLC with a Series 65 designation and three years of industry experience. Prior to joining the firm, Kim worked for ten years at Grifols Diagnostics. Outside of financial advising, Kim serves as Secretary for pHionics, Inc., a company that manufactures and sells water equipment. North Berkeley Wealth Management serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $710.6 million in assets, offering comprehensive financial planning and investment management with a focus on long-term, total-return portfolios that blend passive and active strategies and include options for ESG and carbon-screened investments.

Brian Duvall is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Asset Dedication, LLC since 2019. Prior to that, he worked at Sensible Money, LLC from 2012 to 2019. Outside of his advisory role, he teaches snowboard instruction during the winter months. 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 through a cash-matching approach, and serves a large client base with a focus on scalable, standardized sub-advisory arrangements.

Nickolas Bowers is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Liberty Wealth Management, he worked at New York Life Insurance Company. Liberty Wealth Management serves individuals, trusts, estates, retirement plans, corporations, and other entities, offering investment management, financial planning, and employee-benefit plan services among others. The firm employs a combination of centrally developed models and advisor-developed strategies, utilizing quantitative and fundamental analysis to construct diversified portfolios that include mutual funds, ETFs, fixed income, real estate, and private market investments.

Wahidah Aziz is a Series 65 licensed financial advisor at Frec with one year of industry experience. Her prior roles include positions at Kikoff, Brio Financial Group, and Litman Gregory Wealth Management, alongside experience in academic settings at New York University and Indiana Tech. Frec Advisers is an SEC-registered investment adviser that provides automated, software-based portfolio management through its web and mobile platform to retail and entity clients. The firm’s model-driven approach offers personalized direct indexing, tax-loss harvesting, hedging, and customizable portfolio allocations, requiring clients to maintain margin brokerage accounts with its affiliated broker-dealer.

Gabriel Burczyk is a financial advisor at Assembly Wealth in Mill Valley, CA, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with WrapManager since 2000. Outside of his advisory work, he is a general partner of NVBG, LLC, involved in property management activities. Assembly Wealth is an SEC-registered advisory team managing approximately $336.7 million as of 12/31/2025, serving individuals, high-net-worth clients, and institutional accounts. The firm offers discretionary portfolio management, financial planning, and third-party manager services, utilizing a variety of investment strategies and operating a wrap fee program combined with access to third-party manager options.

Russell Silvestri is a financial advisor with Atlas Capital Advisors Inc. in San Francisco, CA, holding a Series 63 designation and 25 years of industry experience. He has worked at Arcadia Securities, LLC and is the managing partner of Boyden, an executive search firm in Sausalito, CA. Atlas Capital Advisors is an independent investment adviser serving individuals, families, family offices, pension plans, trusts, foundations, and institutions with discretionary wealth management, financial planning, and tax-aware portfolio management. The firm uses a combination of fundamental, technical, and quantitative analysis and employs various instruments including options and futures in separately managed accounts tailored to clients’ needs.

Kyle Singleton 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 State Street Corp. He also serves as the durable power of attorney for an immediate family trust. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, offering discretionary wealth management, financial consulting, and retirement plan advisory services using a mix of quantitative and qualitative investment approaches.

Max Pulitzer is a financial advisor at Colorado Capital Management with five years of industry experience. He holds a Series 65 credential and has previously worked at Pulitzer Family Law and Colorado Wealth Group. Outside of finance, he was involved with Mentoring Through Movement, a nonprofit organization. Colorado Capital Management serves individuals, high-net-worth clients, families, trusts, corporations, foundations, and employer-sponsored retirement plans, managing approximately $638 million across 234 client households with a team of ten advisors. The firm emphasizes written investment policy statements, long-term fundamental analysis, and quarterly reporting, offering both discretionary and non-discretionary portfolio management along with ESG and alternative investment options.

Charles Blankley is a CFA® charterholder with nine years of industry experience. He is affiliated with Gemmer Asset Management LLC, where he has been since 2000. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets for individuals, trusts, retirement plans, corporations, and nonprofits. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers branded portfolio strategies and consulting services, and maintains a dedicated Social Strategy incorporating ESG and fossil-fuel exposure metrics.

Ian Fraley is a financial advisor with Mission Creek Capital Partners, Inc. in San Francisco, holding a Series 65 designation and 23 years of industry experience. He has been with Mission Creek since 2014. Mission Creek Capital Partners serves institutional and private clients, including pension plans, endowments, foundations, executives, entrepreneurs, and pooled investment vehicles. The firm employs a core-and-satellite investment approach combining bottom-up company analysis with a top-down economic overlay, and offers discretionary portfolio management, wealth planning, concentrated stock management, sub-advisory services, and specialized private equity distribution and post-venture management.

Stephen Bradley is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Front Row Advisors LLC since 2015, which operates as GenCap Portfolio Management, a team firm based in Tiburon, CA. 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 employs fundamental analysis and modern portfolio theory to guide asset allocation and risk management, offering a range of investment strategies without a stated account minimum.

Daniel Young is a CFP® with 22 years of industry experience. He is currently with Delta Investment Management, LLC, where he has worked since 2022. Prior to that, he held positions at Lido Advisors and Quantum Capital Management. Delta Investment Management provides discretionary investment management, financial planning, and investment consulting to individuals, institutions, trusts, and pension plans, often onboarding clients with a minimum account size of $50,000. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across multiple distinct strategies, including ETF-based tactical approaches and concentrated equity mandates, and serves as a subadvisor to other investment advisors.

Stuart Crandall is a CFP® professional with 20 years of industry experience. He is currently with HCM Wealth, where he has worked since 2026, following a decade at Hutchinson Capital Management. HCM Wealth is an independent, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on financially conservative, high-net-worth clients and employs a value-oriented investment approach emphasizing capital preservation through concentrated equity portfolios and laddered fixed income.

Jacqueline Remar is a CFP® professional with eight years of industry experience, currently serving at Meritas Wealth Management, LLC in San Rafael, CA. She has been with Meritas Wealth Management since 2013. Meritas Wealth Management provides fee-only investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm’s investment approach focuses on strategic asset allocation with long-term, buy-and-rebalance portfolios primarily using no-load mutual funds and institutional share classes.

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.