Anna Wuzhen

30+ yrs in Finance • MIT MBA '02 • CFA Charterholder '99 • UC Berkeley '95 • Series 7 '92 • Certified Tax Preparer '87 Jason is Chief Investment Officer at ImpactAdvisor LLC I started my career on the buy-side at Seneca Capital in 1995, an institutional investment advisor that also managed customized portfolios for high-net-worth clients. I was responsible for equity trading, research, and portfolio management, including the design and implementation of our integrated portfolio trading and rebalancing software. This technology enabled us to scale assets under management 10x to $10B+ with only a 50% increase in headcount over five years, allowing our small team to manage a thousand portfolios with customizations for impact, compliance, and tax-efficiency. Other expertise: multiple hedge-fund styles — long, short, and quantitative strategies — with an emphasis on deep-dive equity analysis. More on LinkedIn → To balance the uncertainties in the markets, I strive for optimal tax strategy: a variable we can influence to boost net returns. I was a certified tax preparer at age 14. In my free time I add to update our tax bracket optimizer and organize finance events for the MIT Club of N.California. I live in San Francisco with Vesna and our three-year-old son, Milan. ImpactAdvisor LLC is a boutique advisory firm with four advisors managing approximately $90 million for around 65 households, including individuals, business owners, retirement plans, and nonprofits. The firm offers discretionary portfolio management and financial planning, employing fundamental, cyclical, and quantitative analysis. Also available are values-aligned and sustainable investing alongside a broader range of alternative and tax-aware investment solutions.

Gary Leonard is a financial advisor based in San Francisco, CA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Montrose Securities since 2011. Outside of his advisory role, he provides consulting related to hiking activities for a local cooperative. His firm offers discretionary investment management and advisory services primarily to individual clients, managing approximately $800,000 across about 20 accounts. The firm constructs balanced portfolios tailored to client risk tolerance using fundamental, technical, and cyclical analysis, employing strategies that include equities, fixed income, options, and hedging techniques.

Kevin Martin is a CFP® and Series 65-registered advisor with 10 years of industry experience. He is the principal of Oak Peak Financial, an independent advisory firm he has led since 2015. Prior to founding Oak Peak Financial, he worked at InSpeed Networks for three years. In addition to his advisory role, Martin is an IRS Enrolled Agent and provides tax preparation services as a separate engagement. Oak Peak Financial serves individual investors, including high-net-worth clients, and retirement-plan sponsors with financial planning, portfolio management, and retirement-plan consulting. The firm follows a fiduciary standard and employs a diversified, tax-efficient investment approach based on Modern Portfolio Theory, typically using low-cost index funds and ETFs alongside select individual securities and fixed income.

Financial Planning for What Matters Most Your financial plan should reflect what matters most to you. I begin every client relationship by understanding your values and goals. Together, we review where your money is going and identify opportunities for saving, investing, and living the life you envision. We then integrate relevant planning areas such as investment analysis, retirement planning, tax strategies, education funding, risk management, and estate planning. Financial planning can often feel overwhelming, so I organize the process into clear, manageable steps and strive to make complex concepts understandable. We begin with your most urgent priorities and incorporate additional tasks as we make progress, building momentum together. With a background in engineering and technical project management, I bring a structured, creative, and thoughtful approach to every conversation, ensuring each step is purposeful and aligned with your goals. Whether you're seeking comprehensive or hourly planning, our work is tailored to the topics that matter most to you. My process stays grounded in your values, so each step supports your unique goals and priorities. As a fiduciary, I always put your interests first, offering honest guidance and clear, transparent fees. Whether you want hands-on support or prefer to implement your plan yourself, I'll provide a complete and actionable roadmap for your financial journey. My practice is built on trust, transparency, and a deep commitment to my clients' success. Nothing is more rewarding to me than seeing clients become thoughtful stewards of their wealth, gaining clarity and confidence, and building a future rooted in what matters most.

Shailesh Patel is the founder of Patel Capital Management and holds a Series 66 designation with 14 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. He maintains an inactive insurance license that he intends to let expire and does not sell insurance products. Patel Capital Management is an independent, fee-only advisory firm serving a small number of high-net-worth individuals. The firm provides wealth management and financial planning, combining passive and active investment strategies and operating a direct-indexing program that employs institutional optimization and tax-management techniques.

Carol Gosho is a Certified Financial Planner® with 24 years of industry experience. She has been the principal advisor at Gosho Financial Group since 2011. The firm serves individuals, families, businesses, trusts, estates, donor-advised funds, and retirement plan participants by providing fee-based investment advisory services and non-discretionary financial planning. Gosho Financial Group employs a tactical allocation approach using fundamental, technical, and cyclical analysis to manage custom discretionary portfolios and offers educational seminars and plan-level consulting as part of its pension services.