AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction. Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets. With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.

For more than 40 years, Toyon Associates, Inc has secured maximum allowable third party reimbursement for hospitals and health systems. One of the most experienced healthcare financial consulting firms in the nation, Toyon Associates offers a comprehensive range of services. From Medicare/Medicaid cost report preparation and appeals to reimbursement department outsourcing, our experts ensure that you receive optimum reimbursement while maintaining compliance. In a world of constantly evolving regulations, it takes an expert to apply the latest federal mandates. Our teams of experts routinely exceed client expectations. Discover why our clients remain with us, decade after decade. Toyon Associates provides: Proven Excellence. Each year, we successfully obtain millions of dollars of additional reimbursement. We provide seamless integration of expert cost report preparation with proactive identification of issues which will require appeal. Comprehensive Services. Our size and resources allow us to quickly respond to your needs. From the initial cost report, to assisting during an audit, to filing appeals, our teams of specialists create customized solutions to optimize your third party reimbursement. Synergy. Toyon Associates works with more than 800 hospitals nationwide. This provides us with a distinct advantage in identifying issues, developing strategies, implementing solutions, and streamlining processes. Expert Analysis. Every year, federal regulations grow in complexity. Our specialists analyze and apply all applicable regulations, safeguarding your facility’s financial health. Contact us today at 888-514-9312

Hennessy Advisors, Inc. is the publicly traded investment manager of the Hennessy Funds. Offering a broad range of mutual funds, with an unwavering commitment to always put shareholders first. The company serves clients with integrity, honesty and candor. Hennessy Advisors' strength lies in their disciplined investment style and commitment to managing their mutual funds for the benefit of their shareholders.

Banyan Securities Co is an investment management company based out of 100 Drakes Landing Rd # 125, Greenbrae, California, United States.

Providing independent wealth management services for individuals, families, and businesses. Learn more at willowcreekwealth.com.

Vintage Wealth Advisors is an independent, full-service financial planning firm committed to supporting the goals of individuals and business owners in the Napa Valley. As registered representatives of LPL Financial and Investment Advisor Representatives of Financial Advocates Investment Management, the team at Vintage Wealth Advisors provides fee-based advice and a wide array of services that include: comprehensive financial planning, proactive investment management, customized retirement strategies, estate planning, and insurance and annuities. Securities offered through LPL Financial, Member FINRA/SIPC (www.finra.org www.sipc.org.) Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Vintage Wealth Advisors, a registered investment advisor. Financial Advocates Investment Management and Vintage Wealth Advisors are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have no been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.vintage-wealth.com. For questions please e-mail us at [email protected].

Foresite Capital is a multi-stage healthcare and life sciences investment firm with ~ $3.5B in assets under management (as of 12/31/23). The firm aims to address areas of great unmet need by funding promising healthcare and life sciences businesses at all stages of their life cycles. Foresite Capital uses a data science-driven approach to invest in companies that leverage biology and big data to transform healthcare, including 10x Genomics, Relay Therapeutics, Element Biosciences, Inscripta, as well as companies developing next generation therapeutics. Founded in 2011, Foresite Capital is based in San Francisco.

J. Wood Capital Advisors LLC ("JWCA"​) is an advisory firm and registered broker dealer focused solely on providing capital structure help and solutions to U.S. corporations. We are an independent firm, without the conflicts inherent in the traditional investment banking model. Our objective is to deliver advice to public companies on capital structure; then, empower them to raise capital in a smarter, more efficient manner. Focused and unbiased advice.

AA Advisors works on an exclusive distribution basis for a number of carefully selected firms, including large investment banks, venture capital funds, private equity and hedge fund managers as well as platform providers who have elected to outsource their capital raising and branding activities.

Since 2005, North Berkeley Wealth Management has focused on helping clients protect and grow their assets in a way that accomplishes their goals and aligns with their values. From the beginning, we’ve emphasized personal relationships and a deep commitment to continuity that promotes the well-being of our clients, staff, and community.

• Maintain and enhance existing client relationships • Ensure a thorough response to a high volume of daily client inquiries via e-mail and telephone conversations. • Facilitate effective communication with suppliers, carriers and buyers • Responsible for Contract Management, Purchasing Support – enter new orders, revise/modify orders, and Shipment Tracking • Primary liaison between suppliers, carriers, and buyers. • Negotiate and Resolve Problems and/or issues effectively and in a timely fashion • Provide daily, weekly and quarterly commodity production and pricing report to clients

Hired on as the lead person responsible for managing all systems’ databases and be the expert of all the applications. I successfully ensured all accounts are reconciled; databases are backup, and applications are up-to-date and maintained. I extracted and translated the massive amount of data into relevant reports for the Relationship Management Team, COO, CFO, CCO, PMs, and CEO to aid them in their individual role and responsibilities. Following are my key contributions: • Successfully developed a new methodology for Request For Performance (RFP) and databases' questionnaires resulted in meeting deadlines, improved accuracy, consistency in which the firm adopted the operation manual as part of the Business Continuity Plan. • Selected by the COO as the project leader of Salesforce conversion and successfully integrated firm to using Salesforce resulted in better management of Customer Relationship Management. • Chosen by the team members as the project leader for Thomson ONE to Eikon Analytics conversion resulted in a smooth transition from the old platform to the new one. • Developed new protocols to process and extract data from internal systems increased the higher quality of work from team members and faster completion of projects from management and ad hoc requests from clients. • Quickly learned and managed the firm’s proprietary Portfolio Management and Accounting System (FIN) allowed management the flexibility to shift roles and responsibilities around. • Effectively worked with an external auditor, Ashland Partners and managers to compiled monthly GIPS Performance Reporting and yearly GIPS Verification and Examination. • Prepared marketing materials and analytic reports for portfolio managers and CEO to use for meeting with clients and prospects resulted winning new client and positive feedbacks.