Tina Chan is a financial advisor with Intellectus Partners, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Intellectus Partners since 2015. Intellectus Partners provides wealth management, investment consulting, financial planning, and portfolio management services to high-net-worth individuals, trusts, estates, and private funds. The firm combines fundamental analysis with proprietary quantitative algorithms and alternative data, offering both discretionary and non-discretionary services across a broad investment toolkit.

William Guthreau is a financial advisor with American Investors Company in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with American Investors Company since 2013 and also works as an insurance agent, advising clients on life, disability, and long-term care insurance. American Investors Company provides advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of investment management services, including discretionary and non-discretionary asset supervision, financial planning, and retirement plan consulting, with a combined broker-dealer and SEC-registered adviser structure.

Andre Luiz Paiva is a financial advisor at Insight Wealth Strategies, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Mutual Securities, Inc., JP Morgan Securities LLC, JPMorgan Chase Bank, and Ameriprise Financial Services, Inc. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm uses a long-term, model-driven investment approach with proprietary portfolios, low-cost ETFs, individual stocks, and alternative holdings, along with a documented marketing and reporting program that includes educational events and published performance information.

Richard Greywitt is a financial advisor at Affinity Capital Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Cutler Group LP and Greywitt Capital Management prior to joining Affinity in 2023. Outside of finance, he occasionally assists with operations at Metta Yoga Studio, a business owned by his spouse. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $851 million in assets across 531 client relationships. The firm provides comprehensive portfolio management, financial planning, retirement plan consulting, and utilizes a combination of fundamental, technical, and charting analysis in building portfolios, incorporating a range of investment vehicles including stocks, bonds, ETFs, options, and alternative investments.

Brandon Hagerla is a financial advisor at Moment Partners, LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing, Sally Tomatoes, First Arkansas Financial, Inc., and the University of Central Arkansas. Moment Partners, LLC provides investment and wealth management, financial planning, and fiduciary services to individuals, high-net-worth families, trusts, estates, foundations, pension and profit-sharing plans, and corporate clients. The firm employs customized, risk-adjusted, tax-aware asset allocation strategies, combining active and passive security selection with ongoing monitoring and rebalancing.

Hunter Steadley is a financial advisor at Inflection Capital Management, LLC with 12 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His prior firms include New York Life, Personal Capital Advisors Corporation, Johnson Financial Group, and Lake Street Advisors Group. He is also managing director of The Oglethorpe Collective (TOC-23), an affiliated investment entity. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients, offering comprehensive financial planning and portfolio management. The firm uses an IPS-driven, manager-of-managers approach with a broad investment toolkit and incorporates AI tools and third-party research in its process.

Jerene Meissert is a financial advisor at Bell Investment Advisors Inc with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Bell Investment Advisors since 2008. Outside of her advisory role, she volunteers as a cashier and sales assistant at Daisy's, a gift shop in Alameda, California. Bell Investment Advisors is a team-based SEC-registered firm serving individual clients, trusts, and institutional accounts. The firm provides investment management and financial planning services using diversified strategies primarily through exchange-traded funds and no-load mutual funds, with customized investment policy statements for each client.

Justin Kunz is a financial advisor with Inflection Capital Management, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior experience includes roles at BlackRock Investment LLC and Fidelity Investments. Kunz serves as a board member of the Olympic Club Foundation, participating in committees responsible for grant recommendations. Inflection Capital Management serves family offices, high-net-worth individuals, endowments, foundations, trusts, and businesses, providing financial planning and portfolio management. The firm employs an investment policy statement-driven, manager-of-managers approach, using a broad range of investment vehicles and AI tools for operational support.

James Hebert is a financial advisor at Prosperity Financial Group, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Insight Wealth Strategies, LLC and Ep Wealth Advisors. Prosperity Financial Group serves individuals, trusts, estates, and business entities with asset management, financial planning, and consulting services. The firm manages approximately $503 million in discretionary assets through a team of seven advisors, employing tailored portfolios with a range of securities and regular reviews.

Charles Else is a financial advisor at Osborne Partners with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Osborne Partners Capital Management, LLC since 2007. Osborne Partners manages approximately $2.36 billion for a diverse client base including individuals, families, trusts, foundations, and retirement plans. The firm offers personalized, actively managed investment portfolios and integrated financial planning, employing a range of global allocation strategies and serving as a sub-adviser to other investment advisers.

Debra Ellisen is a financial advisor at North Berkeley Wealth Management, LLC with 10 years of industry experience. She holds a Series 65 designation and has been with the affiliated North Berkeley Investment Partners, LLC since 2002. 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 employs a long-term, total-return investment approach using a combination of passive and active strategies, separately managed accounts, and offers ESG and carbon-screened options for clients who request social screening.

Daniel Yeoman is a financial advisor at Asset Dedication, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Asset Dedication since 2012. 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 its Asset Dedication strategy, which aligns equity allocations with investment-grade fixed-income securities to meet clients’ cash-flow needs, and serves a large number of clients per advisor primarily through standardized sub-advisory arrangements and institutional custodial integrations.

Junlong Tan is a financial advisor at Intellectus Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Barclays Capital Inc. and Asurion before joining Intellectus Partners in 2020. Outside of his advisory role, he is involved in managing real estate investment entities, including ownership and managerial positions in Fathom Group LLC and Bueller Group LLC. Intellectus Partners serves high-net-worth individuals, trusts, estates, and private funds, offering wealth management, investment consulting, financial planning, and portfolio management. The firm combines fundamental analysis with proprietary quantitative algorithms and alternative data, generally maintaining a long-term investment approach while accommodating shorter-term trades for client needs.

Stephen Mantzouris is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding a Series 66 license and over 20 years of industry experience. He has worked at firms including Infinity Financial Services, Liberty Group, and AXA Advisors. In addition to his advisory work, Mr. Mantzouris is a licensed real estate broker in California, assisting clients with home purchases and sales. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm provides investment management, financial planning, retirement and employee-benefit plan services, and educational seminars, employing diversified portfolio construction and incorporating third-party managers.

Yucheng Yang is a financial advisor at SyntheticFi LLC in San Francisco, holding a Series 65 designation with two years of industry experience. He is also the Chief Executive Officer of Cyclone Technologies, Inc, the parent company of SyntheticFi LLC. Additionally, Yang manages Converge Fashion, LLC, a wholesale trade business. SyntheticFi LLC provides investment advisory and sub-advisory services to individuals, corporations, small businesses, and other registered advisers. The firm specializes in portfolio management through a box spread option strategy and employs proprietary software for automated monitoring and custom hedging strategies using exchange-traded and FLEX options.

Jeremy Welch is a CFP® professional with 18 years of industry experience, currently serving as a partner at Burton Enright Welch since 2010. He holds Series 63 and Series 65 licenses and is based in Walnut Creek, CA. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts and estates, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $1.246 billion in assets for around 610 clients, utilizing a disciplined investment process that combines active and passive strategies with ongoing monitoring and tailored portfolio management.

Nicoh Alday Jr. is a financial advisor with Orca Investment Management, LLC in Walnut Creek, CA. He holds Series 63 and Series 66 licenses and has three years of industry experience, including roles at Morgan Stanley, The Vanguard Group, and Marriott International. Orca Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, businesses, trusts, estates, and charitable organizations. The firm manages approximately $212 million across about 359 accounts, using a mix of fundamental, technical, charting, and cyclical analysis to implement tailored strategies ranging from capital preservation to equity growth.

Philip Ierardi Jr. is a financial advisor with Inflection Capital Management, LLC, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. His prior roles include a 25-year tenure at Fidelity Brokerage Services, Inc., and more recent positions at Eton Solutions and Javelin Securities. He serves as Chief Operating Officer at The Oglethorpe Collective, LLC, a formal affiliation of his firm. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients with comprehensive financial planning and portfolio management. The firm employs an investment policy statement-driven, manager-of-managers approach and offers a broad range of investment strategies supported by both internal and third-party research.

Zachary Riera is a CFP® and holds a Series 65 license with 10 years of experience in financial advising. He has worked at Osborne Partners Capital Management since 2026 and previously spent six years each at Team Hewins, LLC and Wealth Architects, LLC. He is based in San Francisco, CA. Osborne Partners Capital Management provides discretionary and non-discretionary investment management and integrated financial planning to a diverse client base including individuals, families, trusts, foundations, endowments, corporations, and retirement plans. The firm employs an actively managed, globally diversified multi-asset approach that combines quantitative screening, fundamental research, and third-party data to construct portfolios aligned with client-specific guidelines.

Kelvin Kwan is a financial advisor with Liberty Wealth Management, LLC, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Liberty Wealth Management since 2018 and has previous experience with AE Financial Services, LLC and Granite Bay Asset Management. Outside of Liberty, he is also involved as a registered representative with AE Financial Services. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed models and adviser-developed strategies, utilizing quantitative and fundamental analysis to build diversified portfolios that may include mutual funds, ETFs, fixed income, real estate, and private market investments.