Jacob Mahoney is a financial advisor with Fort Point Capital Partners LLC in San Francisco, holding Series 63 and Series 65 registrations and 15 years of industry experience. His prior work includes positions at Parcion Private Wealth, Coldstream Capital Management, and Wells Fargo Clearing. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices, emphasizing risk management, global diversification, and tax-aware strategies through discretionary separately managed accounts and private pooled funds.

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 holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs for four years. Outside of his advisory role, Murphy serves on the Investment Committee of the U.S. Ski and Snowboard Association, owns a personal branding company, and is an advisory board member for 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 with an emphasis on strategic asset allocation, low-cost index strategies, and selective institutional-quality private investments.

Joshua Schefers is a CFP® professional with 19 years of experience in financial advising. He is affiliated with Valley Wealth Strategies, LLC and has held roles at firms including LPL Financial, National Planning Corporation, and Heffernan Investment Advisors. He also operates FACS Financial Group, a business entity used for tax and investment purposes. Valley Wealth Strategies, LLC is an SEC-registered multi-advisor firm serving individuals, high-net-worth clients, families, trusts, small businesses, charitable organizations, and retirement plans. The firm employs a long-term investment approach with discretionary and non-discretionary management options, overseeing portfolios composed of mutual funds, ETFs, individual equities, and fixed-income securities.

Adrian Azofeifa is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 credential with one year of industry experience. Prior to joining Liberty Wealth Management, he worked at OBI Capital and has experience in educational roles at San Diego State University and Moreau Catholic High School. He is also an insurance agent with Lifetime Planning Marketing, Inc., where he offers insurance and annuity products. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, and retirement plan services. The firm employs a combination of centrally developed models and adviser-developed strategies, with access to private market investments and an affiliated alternative-asset manager.

Trenton Spallas is a Private Wealth Advisor at Merrill Private Wealth Management, based in San Francisco. He focuses on providing financial advisory services to founders, corporate executives, and general partners at venture capital and private equity firms. His team specializes in managing complex family financial situations, aiming to simplify clients' financial lives so they can concentrate on their family, business, and community. His areas of expertise include corporate executive services, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, philanthropic planning, portfolio management services, individual and corporate investment strategy, and tax minimization. Trenton holds the Personal Investment Advisor (PIA) designation. Trenton earned both his Bachelor's degree and a Master of Business Administration (MBA) from Willamette University. Outside of his professional work, he has interests in adventure sports, baseball, basketball, fishing, football, golfing, running, and traveling.

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.

Anthony Castelli is a financial advisor at Penserra Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with various Penserra entities, including Penserra Transition Management since 2014 and Penserra Capital Management since 2011. Penserra Wealth Management provides portfolio management, financial planning, pension consulting, and concierge administrative services. The firm employs a multi-disciplinary investment approach incorporating fundamental, technical, cyclical, and economic analysis, serving clients through discretionary and non-discretionary strategies.

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 affiliated with Liberty Wealth Management, LLC. He has worked with Liberty Wealth Management since 2018 and is also associated with AE Financial Services, LLC and Lifetime Planning Marketing, Inc., where he acts as a licensed insurance agent involved in life insurance and variable product sales. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, retirement plan services, and access to third-party managers. The firm offers a combination of centrally developed models and advisor-developed strategies, including access to private market investments and affiliated private funds.

Spencer O Donnell is a financial advisor with O'Donnell Financial Services, LLC in San Rafael, CA, holding a Series 66 designation and two years of industry experience. His work history includes roles 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 tailored investment strategies through discretionary and non-discretionary mandates and is notable for its multiple business affiliations and sponsorship of client education events.

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.

Lee Geiger is a financial advisor with Penserra Wealth Management in Orinda, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Screaming Eagle Trading, Inc. and MOBIUS DESIGN, INC. since 2008. Outside of finance, he is a self-employed novelist, dedicating about 10 hours per month to writing. Penserra Wealth Management is an SEC-registered adviser offering portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs a multi-disciplinary investment approach that includes fundamental, technical, cyclical, and economic analysis, serving clients primarily on a discretionary basis.