Catherine Wright is a financial advisor at Gemmer Asset Management LLC with two years of industry experience. She holds a Series 65 designation and has prior experience at The University of Alabama and in educational and athletic organizations. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets, serving individuals, trusts, retirement plans, corporations, nonprofits, and fiduciaries. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers discretionary portfolio management, and maintains a dedicated Social Strategy using ESG scores and quantitative fossil-fuel exposure measures.

Megan Gorman is a financial advisor at Chequers Financial Management LLC with 20 years of industry experience. She holds Series 66 and Series 65 licenses and has been with Chequers since 2015. Chequers Financial Management LLC provides bespoke advisory services to ultra-high-net-worth individuals and complex, multi-generational families, focusing on wealth transfer, estate and philanthropic planning, and ongoing financial administration. The firm combines customized financial planning with discretionary investment management, emphasizing passive asset-class funds and alternative investments for qualified clients.

Andrew Williams is a financial advisor at GenCap Portfolio Management with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Front Row Advisors LLC, the firm’s doing-business-as name, since 2015. 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 establish asset allocation and risk parameters, offering a range of investment strategies without a stated account minimum.

Kristi Tidwell is a CFP® with seven years of industry experience, currently serving as a financial advisor at Asset Dedication, LLC. She has previously worked at Focus Partners Wealth, Buckingham Strategic Wealth, Advisor Allies, and The Thigpen Group. Tidwell is also the owner of New Path Planning, a firm offering divorce financial planning services. 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 a cash-matching approach for income and an asset-class-based framework for equities, managing approximately $2.6 billion in discretionary assets for nearly 2,000 clients as of December 2024.

Michael Kress is a financial advisor at Delta Investment Management, LLC with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Delta since 2018, following prior roles at Sanctuary Wealth Advisors, LLC and Sanctuary Securities LLC. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and acts as a subadvisor to other advisory firms. The firm offers a range of strategies including ETF-based tactical rotation, a diversified Core strategy, concentrated equity mandates, custom portfolios, and access to alternative investments.

Jirayr Kembikian is a CFP® with 13 years of industry experience, currently serving as an advisor at Citrine Capital, LLC since 2016. Based in San Francisco, CA, he holds Series 63 and Series 65 licenses and works within a team of five advisors. Citrine Capital serves individual and high-net-worth clients as well as small businesses, offering investment management alongside comprehensive financial planning and related services such as tax return preparation and estate planning reviews. The firm employs a diversified, tax-aware investment approach combining fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, managing accounts on a discretionary basis with regular monitoring and rebalancing.

Lawrence Hing is a financial advisor with Mission Creek Capital Partners, Inc., holding a Series 65 designation. He has been with Mission Creek since 2021, with prior experience at Aperio Group from 2016 to 2021. Mission Creek Capital Partners serves a diverse client base including family offices, trusts, executives, pension plans, and institutions by providing discretionary investment management, financial planning, and specialized services such as private equity distribution and portfolio transition management. The firm integrates quantitative tools with qualitative research and employs tax-aware, risk-managed investment strategies using both active and passive instruments.

Corinna Rose is a financial advisor at Bell Investment Advisors Inc with one year of industry experience. She holds a Series 65 designation and previously worked at LPL Financial and Ellis Retirement Services. Outside of finance, she operated Corinna Rose Photography for six years. Bell Investment Advisors is an SEC-registered firm providing discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients. The firm customizes investment recommendations based on clients’ financial circumstances and goals, offering ongoing account monitoring and specialized planning services.

Alexander Schmitz is a CFP® with 19 years of industry experience, currently serving as an advisor at One Wealth Advisors, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in San Francisco, CA. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans with comprehensive wealth management, financial planning, and portfolio management. The firm employs a primarily long-term investment approach with tactical flexibility, utilizing diversified assets and third-party platforms to implement strategies tailored to client needs.

Susanna Han is a financial advisor at Sentry Advisors, LLC with 17 years of industry experience. She has held her Series 66 designation and has been with Sentry Advisors since 2015. Sentry Advisors provides investment advisory and financial planning services to individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs an individualized investment process that integrates fundamental, technical, and model-based methods, managing a mix of discretionary and non-discretionary assets across a range of investment types.

Frank Greene is a CFA® charterholder with seven years at Private Wealth Partners, LLC and six years previously at BCI Capital Management, totaling 13 years in the financial industry. He is co-owner of ETFreplay.com, Inc, an information services business focused on statistical investing, where he manages the programming oversight. Private Wealth Partners provides discretionary portfolio management and financial planning to a diverse client base including high-net-worth individuals, pension plans, trusts, estates, and corporations. The firm employs a mix of investment strategies and manages approximately $1.92 billion in client assets across its team of advisors.

Lisa Terk is a financial advisor at US Capital Global Wealth Management, LLC with 17 years of industry experience. She has held roles at US Capital Global Securities, LLC and Oppenheimer, and spent a year with The Smith Family Foundation. Outside of advisory work, she acts as a business consultant for HR benefits through Insperity. US Capital Global Wealth Management provides investment management, consulting, and financial planning services primarily to individual and high-net-worth clients. The firm employs a multi-step screening process combining fundamental, sector/industry, and quantitative analysis, utilizing a diverse range of investment vehicles and active versus passive strategies.

Cheryl Charney is a financial advisor at American Investors Company with 38 years of industry experience. She has been with American Investors Company since 1998 and is also involved in Professional Staffing Group, Inc., where she serves as an officer and manager focusing on health insurance sales and service. American Investors Company provides investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers various services such as asset management, financial planning, and retirement advice, operating under both SEC-registered adviser and broker-dealer structures.

Andrew Skinner is a financial advisor with Treehouse Wealth Advisors in Walnut Creek, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Garrison Point Advisors, LLC since 2018 and previously at San Francisco Sentry Investment Group and SF Sentry Securities, Inc. from 2011 to 2018. Outside of advisory work, Skinner is also licensed as an insurance agent, selling fixed life, fixed annuities, disability, and long-term care insurance. Treehouse Wealth Advisors provides discretionary and non-discretionary portfolio management, financial consulting, and comprehensive wealth planning to individual and high-net-worth clients. The firm employs a tailored investment approach that includes technical and fundamental analysis and offers estate, tax-integrated planning, family philanthropy, and trustee oversight services.

Kyler Hasson is a financial advisor at Delta Investment Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Delta since 2018, following prior roles at US Capital Wealth Management, LLC and his own firm, Hasson Investments. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, as well as subadvisory services to other firms. The firm employs a variety of strategies including systematic ETF rotation, concentrated equity mandates, and alternative investments, integrating financial planning within its asset management offerings.

Tyler Mullen is a Series 65 licensed advisor with Dixon Financial Services in Lafayette, CA, where he has worked since 2015. He has 10 years of industry experience and is part of a five-advisor team. Dixon Financial Services provides investment advisory services to individuals, trustees, charitable organizations, business owners, and corporations. The firm focuses on strategic asset allocation using mutual funds and ETFs within a Modern Portfolio Theory framework, managing over $1 billion in assets and emphasizing client education through performance reporting and sponsored seminars.

Sarah Leimenstoll is a financial advisor at Bell Investment Advisors Inc with six years of industry experience. She holds a Series 65 credential and has been with Bell Investment Advisors since 2016. Prior to that, she worked at Keep&Share from 2011 to 2016. Bell Investment Advisors is an SEC-registered firm that provides discretionary portfolio management and fee-based financial planning for individual and high-net-worth clients. The firm customizes investment recommendations based on clients’ financial situations and goals, offering specialized planning services such as retirement and real estate analysis.

Alex Soderberg is a financial advisor at Burton Enright Welch with four years of industry experience. He holds a Series 65 designation and previously worked at Peak 360 Wealth Management, Bryant University, Contra Costa County Office of the Sheriff, and River City Bank. Burton Enright Welch serves individuals, families, trusts and estates, pension and profit-sharing plans, and business entities by providing investment management, financial planning, and retirement plan consulting. The firm manages diversified portfolios using a documented, four-step process and oversees approximately $1.55 billion in assets across about 612 client relationships.

David Santos Garcia is a financial advisor at One Wealth Advisors, LLC in San Francisco, CA. He holds a Series 65 credential and has six years of experience with the firm. Prior to joining One Wealth Advisors, he held positions at Inxeption Corp, Slatt Capital, Foreign Cinema, Sony Pictures Entertainment, and Gjelina Company. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers comprehensive wealth management, portfolio management, and retirement-plan advisory services, employing a primarily long-term investment approach with tactical flexibility and utilizing diversified portfolios and third-party platforms.

Hubert Lenczowski is a financial advisor with Private Wealth Partners, LLC, holding a Series 65 credential and eight years of industry experience. He served in the United States Navy from 2013 to 2018 before joining Private Wealth Partners. Private Wealth Partners, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, pensions, corporations, and bank trust departments. The firm manages approximately $1.98 billion in assets and employs both fundamental and quantitative analysis to manage diversified portfolios, including the use of options and alternative investments.