Michael Sondag Jr. is a financial advisor at Main Street Research LLC with one year of industry experience. He holds a Series 65 credential and has been with Main Street Research since 2020. The firm manages approximately $2.38 billion for about 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutional clients. Main Street Research employs a multi-advisor approach, combining fundamental, quantitative, and technical analysis to build discretionary portfolios primarily using individual securities, with selective ETF use and ESG factor scoring for clients who request it.

Anthony Smith is a CFP® with six years of industry experience, currently serving as a financial advisor at Secure Investment Management, LLC. His prior experience includes roles at Lodestar Private Asset Management and JW Harrison Financial Inc. He is also licensed as a life insurance agent, providing insurance solutions to clients as needed. Secure Investment Management serves individuals, business entities, trusts, and estates, offering financial planning and discretionary portfolio management with a quantitative, factor-based investment approach centered on long-term, diversified allocations using low-cost funds and tailored portfolio strategies.

Jason Rodnick is a CFA® charterholder with 15 years of industry experience. He has worked at Osborne Partners Capital Management, LLC since 2018 and previously spent eight years at Raub Brock Capital Management, LP. He is based in San Francisco, CA. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities. The firm offers personalized, actively managed investment portfolios combined with integrated financial planning and serves as a sub-adviser to unaffiliated advisers while sponsoring an affiliated private pooled investment vehicle.

Amy Thacher is a CFP® with nine years of industry experience. She has been with Blume Capital Management, Inc. since 2015. Blume Capital Management provides discretionary investment management and standalone financial planning to individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, charitable foundations, and private investment funds. The firm emphasizes a long-term, value-oriented equity approach combined with diversified asset allocation and uses a range of investment vehicles including mutual funds, ETFs, individual securities, and alternative investments for qualified clients.

Matthew Robbins is a financial advisor at Frec with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Quid Capital Group Holdings and SunTrust Robinson Humphrey. Frec Advisers provides automated investment advisory services through its web and mobile platform, serving retail and entity clients who open brokerage accounts with its affiliate, Frec Securities. The firm focuses on discretionary portfolio management with features such as direct indexing, tax-loss harvesting, and factor-tilted long-short strategies, delivering services primarily through automated software rather than traditional advisor-led interactions.

Ian Mcleod is a CFP® with 21 years of industry experience and is currently with Sustainable Advisors Alliance LLC, where he has worked since 2026. He previously worked at Impact Investors, Inc. for eight years and Communitas Financial Planning Inc. for six years. Ian holds a Series 66 license and is based in San Francisco, CA. Sustainable Advisors Alliance LLC is a team-based firm that provides portfolio management, financial planning, annuity management, and employee benefit plan services to individuals, retirement plans, corporations, and nonprofits. The firm specializes in sustainable, responsible, and impact investing using ESG criteria, combining active and passive strategies and direct indexing to align portfolios with client goals and preferences.

Dylan Mann is a financial advisor at Liberty Wealth Management, LLC with Series 65 credentials and two years of industry experience. Prior to joining Liberty Wealth Management, he was involved with 680 Water Polo and held roles at UC Davis and Las Lomas High School. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a mix of model-based and advisor-developed strategies, integrates third-party managers, and offers a broad range of services including investment management, financial planning, and educational seminars.

Nicholas Atkeson is a financial advisor with Delta Investment Management, LLC in San Francisco, holding Series 63 and Series 65 licenses and 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 also serves as a subadvisor to other advisory firms. The firm offers a range of strategies including ETF-based tactical rotation, concentrated equity mandates, and alternative investments, integrating financial planning into its asset management services.

Michael Lent is a financial advisor at Veris Wealth Partners, LLC in Oakland, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Veris Wealth Partners since 2007. Lent serves as a trustee of The Edward Hazen Foundation and has held board positions on nonprofit organizations including Lotus Fine Arts, Inc. and CISPES Education Fund. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing discretionary and non-discretionary investment management, OCIO services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies with an emphasis on ESG analysis and an Inclusion and Belonging framework.

Daniel Murray Jr. is a financial advisor with Mirador Capital Partners in Larkspur, CA. He holds a Series 66 designation and has 14 years of industry experience, including 11 years with Mirador Capital Partners. Mirador Capital Partners provides portfolio management, financial planning, and retirement consulting services to individuals, trusts, pension and profit-sharing plans, and small businesses. The firm employs a top-down fundamental investment approach supplemented by technical analysis and manages a range of proprietary strategies across various asset classes.

Melissa Jones is a CFA® charterholder with three years of industry experience. She currently works at Osborne Partners and has prior experience at Iconiq, Jordan Park Group LLC, CNR Securities LLC, and Loomis Sayles. Osborne Partners Capital Management provides discretionary and non-discretionary investment management and integrated financial planning to a wide range of clients, including individuals, families, trusts, foundations, endowments, corporations, and retirement plans. The firm emphasizes actively managed, globally diversified multi-asset portfolios tailored to client-specific guidelines and employs strategies such as individual bonds, alternative instruments, hedging, and performance-based fee arrangements.

Brandon Miller is a CFP® and ChFC® with 26 years of industry experience. He has been with Brio Financial Group since 2017 and previously worked at Ameriprise Financial Services, Inc. for 17 years. Brio Financial Group serves individuals, trusts, retirement plans, and business entities, providing asset management, financial planning, and consulting services. The firm delivers asset management through a wrap fee program and offers a broad range of consulting services including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

Christopher Ruane is a financial advisor at Treehouse Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at BlackSand Capital and Insight Resource Group. 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 offers portfolio management, financial consulting, and wealth planning services, using a mix of technical and fundamental analysis supported by AI tools subject to human oversight.

David Yeske is a CFP® professional with 36 years of experience in the financial advisory industry. He has worked at Yeske & Company, Inc. since 1990 and is currently a principal at Yeske Buie Inc., where he has been since 2007. Based in San Francisco, CA, he is part of an 11-advisor team at Yeske Buie. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, personal trusts and estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach includes developing written Investment Policy Statements and constructing portfolios primarily with ETFs and mutual funds using Modern Portfolio Theory and manager due diligence.

John Mcdevitt is a financial advisor with Fort Point Capital Partners LLC in San Francisco, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Morgan Stanley & Co. LLC for 18 years before joining Fort Point and Uhlmann Price Securities, where he serves as Managing Director. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services for individually managed accounts. The firm emphasizes a risk-focused investment approach with global diversification, active risk management, and systematic tax-loss harvesting using ETFs.

Samuel Wood Bednarz is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with North Berkeley Investment Partners, LLC since 2013. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning and investment management with an emphasis on long-term, total-return oriented portfolios using a mix of passive and active strategies, including ESG and carbon-screened options.

David Neeve is a Certified Financial Planner (CFP®) with 24 years of industry experience. He is currently with One Wealth Advisors, LLC, where he has worked since 2020, following an 11-year tenure at UBS Financial Services Inc. 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.

John Mullen is a financial advisor at RB Capital Management, LLC in Walnut Creek, CA, with 12 years of industry experience. He holds the Series 66 designation and also serves as an assistant at Crofton Capital Management, where he supports client meeting follow-ups and paperwork management. In addition, he operates as an insurance agent. RB Capital Management serves a range of individual and institutional clients, including high-net-worth individuals and retirement plans. The firm offers fee-based investment management focused on hedged strategies and managed fixed-income portfolios, combining equities, fixed income, and alternative investments with personalized portfolio construction and continuous monitoring.

Stephen Huxley is a Series 65 licensed financial advisor with over 20 years of industry experience. He has been with Asset Dedication, LLC since 2009 and has a long-standing association with the University of San Francisco spanning more than five decades. Asset Dedication, LLC provides investment management and financial planning services to individual and high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs an Asset Dedication strategy that aligns equity exposures with fixed income to match clients’ cash-flow needs, using a client-specific modeling process to guide long-term portfolio construction.

Daniel Krebs is a financial advisor at Atlas Capital Advisors Inc. with six years of industry experience and holds a Series 65 designation. He has worked at Atlas Capital Advisors since 2019 and concurrently serves as a part-time Managing Director at Sebastes Capital Management, a family office in San Francisco, where he assists with portfolio investment decisions. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and corporate entities. The firm employs an evidence-driven, total-portfolio asset allocation approach and manages tax-aware portfolios using a variety of instruments, including equities, fixed income, derivatives, and alternative investments.