Sydney Woodward is a CFP® and holds a Series 65 license, with four years of industry experience. Woodward has worked at Yeske Buie Inc. since 2021 and has held prior positions at Forum Financial Management, Ehlert Financial Group, Clarendon Wealth Management, Atlantic Union Bank, and Target. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a process driven by written Investment Policy Statements and portfolio construction based on Modern Portfolio Theory, managing over $1 billion with a ten-person advisory team.

Robert Wells is a CFA® charterholder with six years of industry experience. He is currently an advisor at Selby Wealth Management and has previously worked at John W. Brooker & Co., CPAS, PC and Keating Consulting Group. Outside of finance, he has been involved in music licensing and performance since 1993 and works as a Music Licensing Consultant for Austin City Limits Enterprises, managing music publisher relations and licensing. Selby Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio construction using mutual funds, ETFs, and individual securities, and acts as a fiduciary for retirement accounts under ERISA/IRC.

Michael Telford is a financial advisor at Brio Financial Group in San Francisco, CA, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at Ernst & Young, Ameriprise Financial Services, and The Vanguard Group. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and consulting services. The firm offers discretionary portfolio management through a wrap fee program and a broad range of consulting services, including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

John Hayman is a financial advisor with Capital Advantage, Inc. in Walnut Creek, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Capital Advantage since 1998. Capital Advantage, Inc. serves individual and high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management and financial planning services. The firm employs a team approach, using a combination of fundamental and technical analysis, and manages portfolios with a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.

Valerie De Vol is a financial advisor at Assembly Wealth with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at WrapManager, Inc. from 2005 to the present. Assembly Wealth is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, standalone financial planning, and third-party manager services, utilizing a combination of asset allocation, specialized strategies, and wrap fee program structures.

Karime Azar Wabi is a financial advisor at One Wealth Advisors, LLC with six years of industry experience. She holds the Series 65 designation and has been with One Wealth Advisors since 2019. Prior to that, she worked at Hult International Business School for five years. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers comprehensive wealth management, financial planning, and portfolio management services, using a primarily long-term investment approach with tactical flexibility and a range of investment vehicles.

Xuan Wang is a financial advisor at Delta Investment Management, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Quantum Capital Management and Lido Advisors, LLC. In addition to her advisory role, she serves as an Operation Manager at Chestnut Street Global Advisors, LLC, a financial planning firm. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, offering a range of strategies including systematic ETF rotation and concentrated equity mandates. The firm also serves as a subadvisor to other advisory firms and integrates financial planning into its asset management services.

Christopher Rose is a CFP® with four years of industry experience. He is currently with Aptus Financial, LLC and previously worked at Waypoint Wealth Partners, Your Financial Pharmacist, CJR Financial LLC, and StubHub. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on passive, long-term indexing and client education, operating a distributed team and offering fixed-fee planning alongside subscription-based ongoing support.

Lauren Stansell is a CFP® professional with 11 years of industry experience, currently serving at Yeske Buie Inc. since 2013. She is a board member of the Financial Planning Association, where she leads board meetings and works with strategic partners. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, personal trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a disciplined investment process based on Modern Portfolio Theory, utilizes ETFs and mutual funds, and manages over $1 billion with a team of ten advisors.

Ryan Ahrens is a financial advisor with Green Ocean Global Advisors LLC in San Francisco, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at Fidelity Investments, Resolute Capital Partners, E*TRADE Financial, Blackpier Capital, and TD Ameritrade. Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and referrals to third-party investment managers for individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, quantitative, modern portfolio theory, and technical analysis, employing both long- and short-term trading strategies tailored to client risk profiles.

Jonathan Lederer is a CFA® charterholder with 17 years of industry experience. He is currently with Mission Creek Capital Partners, Inc., where he has worked since 2021. Prior to that, he spent five years at US Bank Private Bank. Mission Creek Capital Partners serves a diverse client base including family offices, trusts, pension plans, and institutional investors, providing discretionary investment management, financial planning, and specialized services such as private equity distribution management and portfolio transition. The firm combines fundamental analysis with tax-aware implementation and risk management, using both active and passive strategies alongside quantitative tools and derivatives overlays.

William Reynolds is a CFA® charterholder and Series 65 licensee with four years of industry experience. He has worked at Fire Capital Management since 2021 and previously held positions at First Franklin Financial Services and Prime Meridian. Fire Capital Management serves high-net-worth and ultra-high-net-worth individuals, families, and select institutional and charitable clients through private wealth management, multi-family office services, financial planning, and an Outsourced Chief Investment Officer program. The firm emphasizes customized, security-level portfolios with integrated ESG research and manages client relationships primarily on a discretionary basis.

Mark Anderson is a CFP® with 22 years of industry experience, currently serving at Fort Point Capital Partners LLC since 2016. He has also been associated with Lakeside North Capital Advisors, LLC since 2015 and previously worked at Oklo Financial, LLC from 2003 to 2014. In addition to his advisory roles, Mr. Anderson acts as an expert witness providing opinions on investment portfolio value changes. 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, and sponsors private fund vehicles that focus on private credit, equity, and real estate investments.

David Wissinger is a financial advisor at Lewis Asset Management with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mechanics Bank for 17 years. Lewis Asset Management is a registered investment adviser serving individuals, high-net-worth clients, and pension or profit-sharing plans. The firm emphasizes long-term trading with diversified portfolios using exchange-traded funds and no-load mutual funds, managing accounts on a discretionary basis with regular reviews and quarterly rebalancing.

Catherine Wright is a financial advisor at Gemmer Asset Management LLC with two years of industry experience. She holds a Series 65 designation and has prior experience at The University of Alabama and in educational and athletic organizations. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets, serving individuals, trusts, retirement plans, corporations, nonprofits, and fiduciaries. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, offers discretionary portfolio management, and maintains a dedicated Social Strategy using ESG scores and quantitative fossil-fuel exposure measures.

Megan Gorman is a financial advisor at Chequers Financial Management LLC with 20 years of industry experience. She holds Series 65 and Series 66 designations and has worked at Chequers since 2015, following nine years with Goldman Sachs Wealth Services. Chequers Financial Management LLC serves ultra-high-net-worth individuals and complex, multi-generational families, offering tailored advisory services including Personal CFO/Corporate Executive and Multi-Family Office service tracks. The firm combines customized financial planning with discretionary investment management, focusing on passive asset-class funds, disciplined rebalancing, and alternative investments for qualified clients.

Stephen Schliesser is a CFP® and Series 63 credentialed financial advisor with 40 years of industry experience. He has been with The Pacific Center For Financial Services since 1997 and previously worked at Cetera Wealth Services, LLC. In addition to his advisory role, Schliesser serves as treasurer and CFO for local homeowners associations and is involved in mortgage brokering and residential real estate referrals. The Pacific Center for Financial Services advises individuals, high-net-worth families, family trusts, and retirement accounts, offering financial planning, consulting, and investment management services. The firm manages over $1 billion in assets, employing a diversified, asset-allocation-based approach that includes mutual funds, stocks, ETFs, and bonds, with regular performance monitoring and client review.

Andrew Williams is a financial advisor at GenCap Portfolio Management with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Front Row Advisors LLC, the firm’s doing-business-as name, since 2015. 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 establish asset allocation and risk parameters, offering a range of investment strategies without a stated account minimum.

Kristi Tidwell is a CFP® with seven years of industry experience, currently serving as a financial advisor at Asset Dedication, LLC. She has previously worked at Focus Partners Wealth, Buckingham Strategic Wealth, Advisor Allies, and The Thigpen Group. Tidwell is also the owner of New Path Planning, a firm offering divorce financial planning services. 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 a cash-matching approach for income and an asset-class-based framework for equities, managing approximately $2.6 billion in discretionary assets for nearly 2,000 clients as of December 2024.

Michael Kress is a financial advisor at Delta Investment Management, LLC with 45 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Delta since 2018, following prior roles at Sanctuary Wealth Advisors, LLC and Sanctuary Securities LLC. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and acts as a subadvisor to other advisory firms. The firm offers a range of strategies including ETF-based tactical rotation, a diversified Core strategy, concentrated equity mandates, custom portfolios, and access to alternative investments.