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 18 years of industry experience. She holds the Series 66 designation and has worked at Sentry Advisors since 2015, following seven years at Deutsche Bank Securities Inc. Sentry Advisors provides portfolio management, financial planning, and consulting services to individuals, trusts, pension plans, and charitable organizations. The firm manages approximately $2.41 billion in assets, offering both discretionary and predominantly non-discretionary advisory services through a variety of investment approaches and third-party platforms.

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 39 years of industry experience. She has been with American Investors Company since 1998 and is also involved in health insurance sales and service through Professional Staffing Group, Inc., where she serves as an officer and manager. American Investors Company provides investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm combines advisory services with brokerage and insurance offerings, providing both discretionary and non-discretionary asset management, financial planning, and retirement investment guidance.

Andrew Skinner is a financial advisor with Treehouse Wealth Advisors in Walnut Creek, CA. He holds a Series 66 designation and has 26 years of industry experience, including prior roles at Merrill, San Francisco Sentry Investment Group, and Garrison Point Advisors. Outside of advisory work, he is also a licensed insurance agent specializing in fixed life, fixed annuities, disability, and long-term care products. Treehouse Wealth Advisors manages approximately $597 million for a diverse client base, including individuals, 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, employing a combination of technical and fundamental analysis supported by AI, with human oversight.

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 at Dixon Financial Services with 11 years of industry experience. He has been with Dixon Financial Services since 2015. 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 and emphasizes individualized Investment Policy Statements, quarterly reviews, and performance reporting.

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.

Mark Angelo Mesina is a financial advisor at Secure Investment Management, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Secure Investment Management, he worked at NYLIFE Securities LLC and New York Life Insurance Company and has experience in various roles including at RETAILCLOUD and World Wrapps. He also assists clients with fixed insurance products and annuities through Secure Income Management. Secure Investment Management serves individuals, business entities, trusts, and estates with financial planning, discretionary portfolio management, and separately managed account solutions. The firm employs a quantitative, factor-based investment approach centered on Modern Portfolio Theory and diversified allocations using low-cost mutual funds, ETFs, third-party managers, and direct indexing.

India Houghton is a financial advisor at Delta Investment Management, LLC in San Francisco, holding a Series 65 designation with one year of experience at Delta and 17 years at Stanford University. Delta Investment Management provides discretionary investment management, financial planning, and investment consulting to individuals, institutions, trusts, and pension plans. The firm employs a combination of quantitative macro analysis, fundamental research, and technical indicators across several distinct strategies, including ETF-based tactical approaches and a concentrated Blue Chip Growth equity mandate.

Anna Hong is a ChFC® credentialed advisor with one year of industry experience, currently with New Insight Wealth Advisors in San Ramon, CA. She previously worked at Allmerits Asset, LLC and has been involved with KBP Financial & Insurance Marketing and Worthington Financial Partners since 2015 and 2018, respectively. Outside of her advisory role, she is an Associate Broker at Alliance Bay Realty, providing real estate planning and sales services. New Insight Wealth Advisors serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities, offering discretionary asset management, employer retirement-plan consulting, and financial planning. The firm employs a multi-disciplinary investment process using a broad range of instruments and provides ongoing portfolio monitoring and rebalancing.

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.

Evan Hershey is a financial advisor with Caldwell Sutter Capital, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior roles include positions at NBC Securities, Steward Partners Investment Solutions, Morgan Stanley, and Citigroup Global Markets. He serves as a director on the investment committee of the Santa Rosa Junior College Foundation. Caldwell Sutter Capital serves primarily high-net-worth individuals, families, corporations, and municipal clients. The firm provides portfolio management and financial planning, constructing customized equity and fixed-income portfolios using a bottom-up, fundamental value approach focused on long-term, buy-and-hold investing in niche or structurally inefficient securities.

Katherine King is a CFP® professional with 28 years of experience in the financial industry. She has been with North Berkeley Investment Partners, LLC since 2005. She holds Series 63 and Series 65 licenses and is based in Berkeley, CA. 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, using a mix of passive and active strategies, ESG options, and employs separately managed accounts with a willingness to use options and leverage in certain portfolios.

Michael Cordano is a financial advisor at Jackson Square Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Jackson Square Capital since 2019. Prior to that, he was employed at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2016 to 2019. Jackson Square Capital, LLC provides discretionary and non-discretionary wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $564.3 million in client assets, tailoring portfolios based on client risk tolerance, time horizon, and liquidity needs while employing a range of investment strategies and tools including individual equities, fixed income, alternatives, and independent managers.

Thomas Powers is a financial advisor at California Financial Advisors with 37 years of industry experience. He holds the CFP® and ChFC® designations and has worked at the firm, formerly Maloon, Powers, Pitre & Higgins LLC, for 28 years. In addition to his advisory work, he maintains an active role in life insurance sales. California Financial Advisors is an SEC-registered firm managing over $2 billion in client assets for individuals, charitable organizations, and businesses. The firm employs a team-based approach with a focus on asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers to implement strategies aligned with clients’ objectives and tax considerations.

Brett Wippler is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 credential with two years of industry experience. Prior to joining Liberty Wealth Management in 2021, he worked at Cushman & Wakefield and was affiliated with the University of Southern California. Liberty Wealth Management, LLC provides investment management, financial planning, 529 college-savings planning, ERISA retirement plan services, and access to third-party manager programs for a range of clients including individuals, trusts, estates, and institutions. The firm offers educational seminars and workshops while employing a combination of centrally developed models and advisor-developed strategies, with access to private market investments and affiliated businesses in legal, tax, real estate management, and alternative asset management.

Cooper Richmond is a financial advisor at SyntheticFi LLC with a Series 65 credential and no prior industry experience. His work history includes roles at SyntheticFi, SageSure, the University of Washington, and Berkeley High School. SyntheticFi provides investment advisory and sub-advisory services primarily to other registered investment advisers, as well as individual clients, corporations, and small businesses. The firm specializes in an automated trading strategy involving exchange-traded European-style S&P 500 index options, offering client-facing software for performance reporting, margin monitoring, and alerts.

Sean O’Toole is a financial advisor at Penserra Wealth Management with six years of industry experience. He holds a Series 66 designation and previously worked at Maverick LTC, LLC and Edward Jones. Penserra Wealth Management is an SEC-registered investment adviser that provides portfolio management, financial planning, pension consulting, concierge administrative services, and sub-advisory solutions. The firm uses a multi-disciplinary approach combining fundamental, technical, cyclical, and economic analysis to implement strategies including long- and short-term trading, strategic asset allocation, custom indexing, and options box strategies.