David La Placa is a financial advisor with Intellectus Partners, LLC in San Francisco, holding a Series 63 designation and over 32 years of industry experience. He has been with Intellectus Partners since 2015. Outside of his advisory role, he is involved in multiple software and technology ventures, serving in capacities such as managing member, advisor, and board member for several companies focused on software development and strategic consulting. Intellectus Partners provides wealth management, investment consulting, financial planning, and portfolio management to high-net-worth individuals, trusts, estates, and private funds. The firm combines fundamental analysis with proprietary quantitative models and alternative data, offering both discretionary and non-discretionary services tailored to clients with significant assets and pooled investment vehicles.

Barry Mendelson is a CFP® with 14 years of industry experience, currently serving as an advisor at Elevation Wealth Partners, LLC. He has been with the firm’s predecessor, Zrc Wealth Management, for 12 years. Elevation Wealth Partners is a six-advisor team that provides fee-only discretionary portfolio management and comprehensive financial planning to individuals, families, high-net-worth clients, small businesses, and retirement plans. The firm emphasizes asset allocation and academically informed, long-term investment strategies, supported by integrated tax and accounting services.

Stacey Liu is a CFP® and ChFC® with 12 years of industry experience. She is currently with Treehouse Wealth Advisors in Walnut Creek, CA, and previously worked at San Francisco Sentry Investment Group and SF Sentry Securities, Inc. She holds Series 66 and Series 63 licenses. Treehouse Wealth Advisors manages approximately $597 million for individual, high-net-worth, pension, charitable, and corporate clients. The firm provides discretionary and non-discretionary portfolio management, financial consulting, and wealth planning services, using both fundamental and technical analysis alongside AI-supported research under human supervision.

Eric Rudney is the sole advisor at Rudney Associates with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Rudney Associates since 2002 and Gillett Financial since 1995. Rudney Associates provides investment advisory and retirement plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts and estates, business entities, and charitable organizations. The firm employs both fundamental and technical analysis across mutual funds, ETFs, equities, and fixed-income securities, and manages approximately $868 million in assets for about 458 client relationships.

Cagatay Koc is a financial advisor at North Berkeley Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Strategic Wealth Planning, LifePro Financial Services, and Faubourg Private Wealth, among others. 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 focuses on long-term, total-return oriented portfolios using a combination of passive and active strategies, documented Investment Policy Statements, and systematic rebalancing, with options for ESG and carbon-screened investments.

Angela Wright is a CFP® with 18 years of industry experience. She joined Gemmer Asset Management LLC in 2024 after 16 years at Del Monte Group, LLC. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets and serves a diverse client base including individuals, trusts, estates, retirement plans, corporations, nonprofits, and independent fiduciaries. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers branded strategies, and maintains a dedicated Social Strategy incorporating ESG scores and fossil-fuel exposure metrics.

Jeffrey St. Claire is a financial advisor at Blume Capital Management, Inc. in Berkeley, CA, holding a Series 65 designation with 12 years of industry experience. He has been with Blume Capital Management since 2004. Blume Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, pension plans, charitable foundations, and private investment funds. The firm emphasizes a long-term, value-oriented equity approach combined with diversified asset allocation and the treatment of cash as an asset class, using mutual funds, ETFs, individual securities, and alternative investments for qualified clients.

Max Isaacman is a financial advisor at Fiscal Wisdom Wealth Management LLC with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Portsmouth-Smartlife Financial Group, Fidelity Investments, and Scottrade. Outside of advising, Max is an author who writes and publishes financial literature. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm uses tailored portfolio strategies that include a variety of investment options and conducts regular account reviews and rebalancing.

David Potts is a financial advisor at Dixon Financial Services with 8 years of industry experience. He holds a Series 66 designation and has worked at Dimensional Fund Advisors since 2017. Prior to that, he was affiliated with Santa Clara University from 2013 to 2017. Dixon Financial Services provides investment advisory services to individuals, trustees, charitable organizations, business owners, and corporations. The firm emphasizes strategic asset allocation using mutual funds and ETFs, applying Modern Portfolio Theory and relying heavily on Dimensional Fund Advisors funds, with a focus on client education through formal simulations, performance reporting, and sponsored seminars.

Christian Mejia is a financial advisor at Sivia Capital Partners, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, SF Sentry Securities, Fidelity Brokerage Services, and Charles Schwab. Sivia Capital Partners provides tailored wealth management services to high-net-worth individuals and families, combining asset management, financial planning, and family office services. The firm employs a broad range of investment instruments and permits the integration of private and digital assets within its portfolios.

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 is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans through comprehensive investment management, financial planning, and retirement-plan advisory services. The firm employs a holistic “financial life plan” approach with diversified portfolios and offers coordinated services including tax and estate planning.

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.

Andrei Jigalin is a CFP® with 29 years of experience, currently serving as an advisor at Alpha Wealth Management and Planning LLC since 2012. He is also registered with LPL Financial and holds a Series 63 designation. Aside from his advisory role, he has involvement with non-variable insurance businesses. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a primarily long-term investment approach that combines fundamental, technical, cyclical, and charting analysis to build diversified portfolios, and manages approximately $319.6 million for about 473 clients through a team of six advisors.

Samara Hanson Velloo is a financial advisor at Elevation Wealth Partners, LLC with two years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley, Global Retirement Partners, and LPL Financial. Prior to her advisory roles, she was employed at Blasingame Family and Sonoma State University. Elevation Wealth Partners is a six-advisor team managing approximately $670 million in client assets. The firm serves individuals, families, high-net-worth clients, and institutions, focusing on fee-only discretionary portfolio management and comprehensive financial planning using long-term, academically informed investment strategies.

Alexis Olian is a CFP® with nine years of industry experience, currently serving at Treehouse Wealth Advisors. She previously worked for The Humphreys Group for 12 years before joining Treehouse Wealth Advisors in 2025. 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’s investment approach incorporates technical and fundamental analysis, offering tailored strategies that include long- and short-term trading, supported by institutional research and custodial partnerships.

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 at Fort Point Capital Partners LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Parcion Private Wealth, Coldstream Capital Management, and Wells Fargo Advisors. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm emphasizes global diversification, active risk management, and cost control, while also managing a multi-series private investment program across alternative yield, growth equity, real estate, and credit strategies.

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.