Alexis Olian is a CFP® professional with 10 years of experience in financial advising. She currently works with Treehouse Wealth Advisors and previously spent 12 years at The Humphreys Group. Treehouse Wealth Advisors manages approximately $597 million for individual and 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, utilizing a combination of technical and fundamental analysis alongside AI-supported research under human supervision.

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 with Fort Point Capital Partners LLC in San Francisco, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining Fort Point Capital Partners in 2026, he worked at Parcion Private Wealth for six years and Coldstream Capital Management for two years, among other roles. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices. The firm emphasizes risk management, global diversification, and tax-aware strategies, offering discretionary separately managed accounts and managing private pooled vehicles across a range of alternative asset classes.

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.

Troy Murphy is a financial advisor at Black Diamond Financial, LLC with five years of industry experience. He held roles at Goldman Sachs and the University of Utah prior to joining Black Diamond Financial. Murphy serves on the investment committee of the U.S. Ski and Snowboard Association and is the owner of a personal branding company, Donny Pelletier Enterprises, LLC. He also serves on the advisory board of Progression LLC, an outdoor recreation organization. Black Diamond Financial provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, and institutional clients. The firm employs a multi-advisor team approach emphasizing strategic asset allocation, low-cost index-based investments, tax-aware portfolio construction, and selective use of private investments.

Joshua Schefers is a CFP® professional with 18 years of industry experience. He is affiliated with Valley Wealth Strategies, LLC and has previously worked with LPL Financial and National Planning Corporation. He also operates Zuk Financial Group. Valley Wealth Strategies, LLC serves individuals, families, trusts, small businesses, and charitable organizations by providing customized investment management and financial planning services. The firm employs a primarily long-term investment approach and manages a significant portion of assets on a non-discretionary basis.

Adrian Azofeifa is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Liberty Wealth Management, he worked at OBI Capital and has experience in insurance and annuities through his role at Lifetime Planning Marketing, Inc. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm combines centrally developed and Adviser Representative–developed strategies, emphasizes diversification across traditional and private-market investments, and offers a range of client services including discretionary and non-discretionary portfolio management.

Nathalie Lai is a financial advisor at Alpha Solutions Investment Advisors with a Series 65 designation and one year of industry experience. Prior to joining the firm, she worked in dental practices, including Tamir Wardany DDS and Union Square Dental Group. Outside of financial advising, she is actively engaged as a practicing dentist at Lands End Dental. 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 and pooled clients, employing a combined fundamental and technical investment approach with a focus on discretionary portfolio management across a range of asset classes.

Frederic Devinney is a Series 63-licensed financial advisor with American Investors Company in Walnut Creek, CA, where he has worked since 1994. He has 59 years of industry experience, including operating as an independent insurance agent specializing in term life insurance. American Investors Company provides investment advisory and financial planning services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary management, financial planning, 401(k) consulting, and uses a combined broker-dealer and SEC-registered adviser structure.

William Dagley is a financial advisor at Private Wealth Partners, LLC with 21 years at the firm and 9 years of industry experience. He holds Series 63 and Series 65 credentials. Private Wealth Partners provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.92 billion in client assets and offers a range of strategies including equities, ETFs, fixed income, structured notes, private credit, and select covered-call option programs.

Roger Coit is a financial advisor at American Investors Company with 55 years of industry experience. He holds a Series 63 designation and has been with American Investors Company since 1994. In addition to his advisory role, Coit is involved in several business activities related to real estate consulting and managing real estate enterprises in Walnut Creek, CA. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm operates as both a registered broker-dealer and an SEC-registered adviser, offering a range of services including asset management, financial planning, 401(k) consulting, and seminars.

Gregg Clarke is a CFP® professional with 27 years of experience in financial advising. He has been with Meritas Wealth Management, LLC since 2008. Outside of his advisory role, he mentors in the Financial Planning Association’s Residency Program, developing and delivering case studies to CFP® professionals and candidates. 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 emphasizes strategic asset allocation and long-term, buy-and-rebalance portfolios primarily using no-load mutual funds and institutional share classes.

Stanislav Godsky is a CFP® with 10 years of industry experience, currently serving as an advisor at Liberty Wealth Management, LLC. He has worked at Liberty Wealth Management since 2018 and AE Financial Services, LLC since 2020. Outside of his advisory role, he is a licensed insurance agent involved in insurance sales and services through Lifetime Marketing & Planning, Inc. Liberty Wealth Management offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, employing a blended investment approach that combines centrally developed and advisor-created strategies with an emphasis on diversification across traditional and private-market investments.

Spencer O Donnell is a financial advisor with O'Donnell Financial Services, LLC in San Rafael, CA, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Independent Financial Group, LLC and The Don Room, El Cortez. O'Donnell Financial Services, LLC provides wrap asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, and business entities. The firm offers a range of investment strategies through discretionary and non-discretionary mandates, including sub-advisory services.

Anita Singh is a CFP® and holds a Series 66 license, currently serving as an advisor at Meridian Investment Counsel, Inc. in Lafayette, CA, with five years of industry experience. She has been with Meridian since 2022 and also has a long-standing role with Arbonne. Outside of her advisory work, she provides bookkeeping services for a workers' compensation law firm in Walnut Creek. Meridian Investment Counsel offers discretionary investment management and financial planning primarily to individuals, families, trusts, non-profit organizations, and retirement plans. The firm employs a tax-aware, conservative growth strategy with fundamental security analysis and in-house portfolio management.

Patricia Delgrande is a CFP® professional with over 27 years of industry experience, currently serving at Chequers Financial Management LLC. She also holds the roles of COO and CFO at DN&E Walter & Co. based in San Francisco. Chequers Financial Management LLC provides tailored advisory services to ultra-high-net-worth individuals and complex multi-generational families, combining customized financial planning with discretionary investment management and Multi-Family Office capabilities.

Elizabeth Ly is a financial advisor at Sentry Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Sentry Advisors and its related entities since 2015. 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 client assets and emphasizes individualized advice through a combination of fundamental, technical, and modern portfolio theory approaches.

David Gemmer is the founder of Gemmer Asset Management LLC in Walnut Creek, CA, where he has worked for over 40 years since 1992. He has an interest in Crew Wine Co., dedicating less than 5% of his time to this business. Gemmer Asset Management provides discretionary portfolio management to individuals, trusts, retirement plans, and small businesses, managing over $2.3 billion across approximately 1,270 clients. The firm emphasizes asset allocation and longer-term holdings using no-load mutual funds and ETFs, with a dedicated Social Strategy to limit fossil fuel exposure, and commonly works through unaffiliated sub-advisors who manage client relationships.