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.

Gregory Gener is a financial advisor at The Putney Financial Group LLC with over 15 years of experience. He previously worked at Sterling Bank & Trust, Bank of Marin, and First Bank. The Putney Financial Group LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals, and charitable trusts. The firm’s investment approach integrates fundamental, quantitative, qualitative, and cyclical analysis with diversified asset allocation, managing portfolios on a discretionary basis with regular reviews 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 license and has one year of industry experience. His prior work includes roles at New York Life Insurance Company and Sierra Central Credit Union, among others. Liberty Wealth Management provides advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm combines centrally developed and advisor-developed investment strategies, emphasizes diversification, and offers access to private-market investments through affiliated businesses and third-party managers.

Wahidah Aziz is a financial advisor at Frec with one year of industry experience. She holds a Series 65 designation and has worked at several firms including Brio Financial Group and Litman Gregory Wealth Management. Aziz also has teaching experience at New York University and Indiana Tech. Frec Advisers provides automated, software-based investment advisory services through its web and mobile platform, offering portfolio management focused on direct indexing, tax-loss harvesting, and systematic tax-aware trading. The firm serves retail and entity clients who open brokerage accounts with its affiliate and employs a largely automated investment process without in-person or phone advice.

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® and Series 66 licensed advisor with 21 years of industry experience. He is currently with HCM Wealth, where he has worked since 2026. His prior experience includes roles at Hutchinson Capital Management, Threadline Wealth, and Merrill. HCM Wealth is an independent investment adviser serving high-net-worth individuals, families, trusts, retirement plans, and charitable organizations. The firm emphasizes capital preservation and a value-oriented investment approach using concentrated equity portfolios, laddered fixed income, and client-specific investment policies.

Robert Moses Jr. is a CFA® charterholder with 13 years of industry experience. He is a member of the team at Alpha Solutions Investment Advisors and has held roles there since 2013. Outside of his advisory work, he oversees inventory management at ShopRite, a non-investment related business. 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 clients, offering discretionary portfolio management and customized wealth planning with a focus on exchange-traded instruments and alternative assets.

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.