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 21 years of industry experience. He has been with Asset Dedication, LLC since 2009 and also has a long tenure with the University of San Francisco from 1973 to 2024. Asset Dedication serves individual and high-net-worth clients as well as trusts, estates, charitable organizations, and small institutions, providing investment management and financial planning. The firm implements an Asset Dedication strategy that aligns equity exposures with investment-grade fixed income to match clients’ cash-flow needs and employs a long-term, asset-class based approach.

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.

Zachary Talus is a financial advisor at Burling Wealth Partners in San Francisco, holding a Series 65 designation with one year of industry experience. Prior to entering the financial sector, he worked at Apple Inc. as an Operations Program Manager overseeing iPad manufacturing, and he has previous experience at MIT and Boeing. Burling Wealth Partners provides wealth management services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, and other entities. The firm offers a fiduciary approach combining investment management, financial planning, and family office services, managing about $1.0 billion in assets across discretionary and non-discretionary mandates.

Kevin Gray is a CFP® professional with 27 years of industry experience. He has worked at Lodestar Private Asset Management since 2009 and previously spent 12 years at Charles Schwab. Currently, he is also associated with EP Wealth Advisors, LLC. Lodestar Private Asset Management serves individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit-sharing plans, offering personalized financial planning and discretionary investment management. The firm employs a tactical asset allocation strategy combining passive and active investments, with attention to tax consequences, and manages approximately $1.34 billion in assets across five advisors.

Selma Hackett is a financial advisor at Capital Advantage, Inc. with two years of industry experience. She holds a Series 65 designation and has worked at Capital Advantage since 2019, following a two-year tenure at J.P. Morgan Chase Bank. Prior to her finance career, she worked four years at Kids Country. Capital Advantage, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a blend of fundamental and technical analysis with macroeconomic indicators to guide investment decisions and monitors client accounts on an ongoing basis.

Tessa Sternberg is a financial advisor at One Wealth Advisors, LLC in San Francisco, holding a Series 65 designation with two years of industry experience. Prior to joining One Wealth Advisors in 2022, she worked at Newsela from 2019 to 2022. One Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans with comprehensive wealth management and financial planning. The firm employs a primarily long-term investment approach, utilizing diversified portfolios including mutual funds, ETFs, bonds, and alternatives, and offers advisory services through a team of 11 professionals.

Christopher Winkler is a financial advisor with Aspirean Wealth, LLC in Mill Valley, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America Inc. for over a decade. Outside of advisory, he is involved in periodic life insurance sales through Legacy Advisors Agency. Aspirean Wealth serves individuals, high net worth clients, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement consulting. The firm emphasizes long-term, asset-allocation-driven strategies using broadly diversified, passively managed funds and integrates third-party money managers in client portfolios.

Zachary Wolf is a financial advisor at Boltwood Capital Management with 10 years of industry experience. He holds a Series 65 credential and has worked at Boltwood Capital Management since 2015. Boltwood Capital Management is an employee-owned, SEC-registered investment adviser serving individuals, families, estates, foundations, endowments, and other institutions. The firm offers discretionary and non-discretionary portfolio management and financial planning, emphasizing a long-term, cycle-aware investment approach guided by a written Investment Policy Statement.

John Baker is a financial advisor at Atlas Capital Advisors Inc. with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Atlas Capital Advisors since 2021, with prior roles at Delta Investment Management, BCW Securities, and Violich Capital Management. Outside of advising, he serves as president and board member of Solari Estate Vineyards, a winery in California. Atlas Capital Advisors is an independent investment adviser providing discretionary wealth management, financial planning, and tax-aware portfolio management to a range of clients, including individuals, families, pension plans, and institutions. The firm employs a mix of fundamental, technical, and quantitative strategies, utilizing instruments such as options and futures, and offers separately managed accounts with tailored investment policies.

Erwan Collobert is a financial advisor with Transatlantique Private Wealth LLC, holding a Series 65 designation and based in San Francisco, CA. He has experience working at Banque Transatlantique Luxembourg from 2017 to 2026 and spent a year with EXTENDED Travel before joining his current firm in 2026. Transatlantique Private Wealth primarily serves high-net-worth individuals and private entities, focusing on cross-border portfolio management and asset allocation, with an investment approach that combines macro analysis with fundamental and technical research. The firm has operational ties to Banque Transatlantique and Crédit Mutuel, leveraging European research and custodians for its strategies.

Leslie Krampert is a financial advisor at Atlas Capital Advisors Inc. with five years of industry experience. She holds a Series 65 designation and previously worked at Meridian Financial from 2018 to 2021. Atlas Capital Advisors is an independent investment adviser serving individuals, high-net-worth families, family offices, pension plans, trusts, foundations, and other institutions. The firm offers discretionary wealth management and tax-aware portfolio management using a mix of fundamental, technical, and quantitative analysis across various strategies, often employing derivatives and alternative investments in separately managed accounts.

Joyce Moe is a financial advisor at Castle Rock Wealth Management, LLC with 29 years of industry experience. She holds a Series 63 designation and has worked with firms including J.W. Cole Financial and Financial Advisers of America. In addition to her advisory role, Moe serves as a special education teacher and is a board member of the Senior Advocacy Network, a nonprofit organization assisting seniors with legal needs. Castle Rock Wealth Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities through portfolio management, financial planning, and retirement plan consulting. The firm manages client accounts using a range of securities and strategies, including options and borrowing, and serves over 2,000 clients across six offices.

John Roberson is a financial advisor at 1919 Investment Counsel, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with 1919 since 2018, following six years at Rand & Associates. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm constructs customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and third-party resources, and operates as a wholly-owned subsidiary of Stifel Financial Corp.

Elaina Serotte is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has worked at Parallel Advisors, LLC since 2018 and previously spent time at Golub Group and Mass Mutual Investors Services. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental, technical, and cyclical analysis across multiple asset classes and integrates technology platforms to manage tax-efficient rebalancing and held-away accounts.

Aneta Palica is a Series 66-licensed financial advisor with one year of industry experience, currently with Infinity Financial Services Advisory. Prior to joining the firm, she held roles at Unilever, Akzonobel, BNP Paribas, and State Street. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients through a team of 35 advisors. The firm serves individual and high-net-worth clients with portfolio management, financial planning, adviser selection, and pension consulting, employing a multi-method investment approach that includes various analytic techniques and both long- and short-term trading strategies.

Teresa Greenip is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience, currently advising at Aspiriant, LLC in San Francisco. She has been with Aspiriant since 2019 and previously worked at Mosaic Financial Partners and iStar. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, and family office services. The firm offers customized investment programs and expanded family office capabilities, including accounting, banking support, and specialized consulting beyond typical advisory offerings.

Angela Hager is a CFP® and CFA® with 19 years of experience in financial advising. She has been with Destination Wealth Management since 2010 and previously worked at Vista Wealth Management, LLC and BPM Wealth Management, LLC. Destination Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary investment management and financial planning. The firm employs an asset-allocation driven investment process combining fundamental research with thematic long-term perspectives and offers alternative investment opportunities subject to committee oversight.

Alison Diessner is a financial advisor with NorthRock Partners, LLC in San Francisco, holding Series 63 and Series 66 designations and 13 years of industry experience. Her prior roles include positions at Ameriprise, Ashfield Capital Partners, and Hall Capital Partners. NorthRock Partners offers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and integration of private market allocations, supported by AI tools and ongoing human oversight.

Alyssa Morris is a financial advisor at Freestone Capital Management, LLC with 13 years of industry experience. She previously worked at Parallel Advisors, LLC for seven years before joining Freestone in 2022. Alyssa holds Series 63 and Series 65 licenses. Freestone Capital Management is a comprehensive wealth management firm serving approximately 2,900 clients with about $14.5 billion in assets under management. The firm utilizes a combination of internally managed model portfolios, third-party sub-advisers, and alternative investments to build diversified portfolios with a focus on downside risk, providing both discretionary and non-discretionary services to individuals and institutions.