Stephanie Lee is a CFP® and holds a Series 65 license with 17 years of industry experience. She has been with East Rock Financial Services, LLC since 2008. Outside of her financial advisory role, she is also a musician, performing under her own name. East Rock Financial Services provides investment management and financial planning to individuals, high-net-worth clients, trusts, and estates, with a focus on asset allocation, diversification, and periodic rebalancing. The firm dedicates significant time to comprehensive financial planning and employs fixed-fee planning engagements, serving a small client roster with approximately $111 million in discretionary assets under management.

Scott Stratton is a financial advisor at EHG Wealth Management in San Francisco, CA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments and Camden Capital. EHG Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a tactical asset allocation approach primarily informed by technical analysis and offers discretionary portfolio management alongside hourly financial planning.

Frank Wignall is a financial advisor at Capstan LLC with 27 years of industry experience. He holds a Series 63 designation and has been with Capstan since 1997. Capstan LLC provides discretionary, separately managed account portfolio management to high-net-worth individuals and businesses, offering tailored portfolios that can include global exposures across various asset classes. The firm’s investment process combines fundamental and macroeconomic analysis with oversight from its president, serving a small client base with a focus on individualized service and cross-border investment capabilities.

Michael Hsu is a financial advisor at Asia Global Asset Management, Inc. with 19 years of industry experience. He holds a Series 65 credential and previously worked at Vision Wealth Management, Inc. from 2015 to 2017. Outside of his advisory role, he is the founder and president of the Center for Marketplace Ministries, a nonprofit organization focused on training Christian entrepreneurs. Asia Global Asset Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients by providing financial planning and facilitating co-advisor relationships with independent third-party investment advisers. The firm’s approach centers on aligning client needs and risk tolerance to third-party platforms and model portfolios through non-discretionary advisory support and ongoing oversight.

William Wong is a financial advisor at Antigravity Investments with eight years of industry experience and holds a Series 65 designation. He has held roles at Walmart Inc., Vizio Inc., Capital One, and is the Chief Executive Officer of Better, PBC, a research organization focused on life improvement in the wellness industry. Antigravity Investments provides web-based, discretionary asset management services to individual clients through an interactive platform that uses a combination of fundamental, technical, cyclical, and quantitative analysis for security selection. The firm emphasizes an internet-first operating model with automated account alignment and client communication through its app.

Terrence Palazzolo is a CFP® with eight years of industry experience, currently serving at Griffin Black, LLC since 2020. His prior roles include positions at The Void, LLC, JLFranklin Wealth Planning, and Invest By Doing, LLC. Griffin Black, LLC provides wealth management, investment management, and financial planning services primarily to individuals, retirees, executives, professionals, entrepreneurs, and small business owners, with specialized experience serving Silicon Valley technology and bio-tech clients as well as those with cross-border or international ties. The firm offers tailored investment programs, consolidated reporting, and employs AI tools to support advisor judgment.

Nathaniel Lane is a financial advisor at ClearPath Capital Partners LLC with 38 years of industry experience. He has been with ClearPath since 1997 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a member of ClearPath Opportunities Fund, LLC, a pooled investment vehicle established in 2021. ClearPath Capital Partners LLC provides investment management, financial advisory, and financial planning services primarily to high-net-worth individuals and families, as well as institutional clients such as foundations and endowments. The firm employs a research-intensive, tactical asset allocation approach and manages private funds focused on later-stage technology companies.

Jack Tayan is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Tayan Capital Management, LLC since 2006, where he is one of two advisors. Tayan Capital Management serves investors through Tayan Partners, LP, a private pooled investment vehicle, and separately managed accounts for individual clients. The firm employs an opportunistic, value-oriented investment approach focused on capital preservation and after-tax returns, managing discretionary equity and fixed-income portfolios for a small client base.

Bruce Leppla is the principal of Leppla Capital Management LLC in San Francisco and holds a Series 65 designation with 14 years of industry experience. He is also a partner at the law firm Lieff Cabraser Heimann & Bernstein LLP, where he provides litigation services. Leppla Capital Management LLC offers discretionary portfolio management and financial planning to individuals, trusts, business entities, and retirement plans. The firm employs a range of investment strategies across multiple asset classes and supports a small client base while managing multi-tens of millions in assets.

Isabella Tam is a Series 65-licensed advisor at Beyond Wealth Advisory LLC with two years of industry experience. She has worked at firms including IEQ Capital, LLC and Fisher Investments. Outside of her advisory role, she is employed in tax preparation at C&R Tam Tax Services. Beyond Wealth Advisory serves individual, high-net-worth, trust, pension, and corporate clients with discretionary asset management and comprehensive financial planning. The firm employs a range of analytical methods and asset allocation strategies tailored to client objectives, managing approximately $73 million for about 87 clients.

Mark James is a financial advisor at Alexander Beard (USA) Inc. with 13 years of industry experience. He holds a Series 65 designation and has been with Alexander Beard (USA) LLC since 2014. Alexander Beard (USA) Inc. advises individuals, including high-net-worth clients, as well as pension and retirement plan sponsors. The firm provides pension transfer reports, discretionary and limited non-discretionary portfolio management, and retirement-plan consulting, often managing accounts on a discretionary basis with a combination of analytical approaches and third-party sub-advisors.

Kevin Kennedy is a CFP® with 28 years of industry experience and the principal of Kevin Kennedy, LLC, where he has worked since 2004. He also serves on the Board of Directors for Bank of Marin Bancorp. Additionally, he has been employed by the City of Alameda since 2000. Kevin Kennedy, LLC provides comprehensive financial planning and investment advisory services to individuals, pension plans, and not-for-profit organizations, utilizing SEI-managed account programs and model portfolios for asset allocation and investment selection. The firm primarily offers non-discretionary services and focuses on retirement plans and institutional clients.

Matthew Lewis is a CFP® and CFA® with 12 years of industry experience. He is currently with TechView Wealth Advisors LLC in San Francisco, where he has worked for nine years. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Enter Capital Group, Inc, and UFuture Investment Group BBVA. TechView Wealth Advisors serves technology employees and founders, private business owners, and clients with cross-border or international financial needs, offering integrated wealth management that combines portfolio management with financial planning. The firm employs a multi-faceted investment approach blending top-down sector analysis, bottom-up fundamental research, and technical analysis, while focusing on clients with global assets and providing tailored operational support.

Flora Dong is a financial advisor at Arden Global Family Offices with 27 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at UBS Financial Services, Merrill, and Morgan Stanley. Ardenwood Advisors, LLC provides wealth management and advisory services primarily to ultra-high-net-worth families, family offices, trusts, estates, and certain institutional clients. The firm offers customized investment portfolios across a range of asset classes and delivers holistic family office administrative services alongside private fund and co-investment opportunities.

Brian Tayan is a financial advisor at Tayan Capital Management, LLC in Menlo Park, CA, holding Series 65 and Series 66 credentials with 14 years of industry experience. He has been with Tayan Capital Management since 2006 and previously worked at UBS Financial Services for one year. In addition to his advisory role, Mr. Tayan serves as a Research Associate at Stanford University. Tayan Capital Management serves individual investors, including both high-net-worth and non-HNW clients, by providing discretionary portfolio management and managing a private fund, Tayan Partners, LP. The firm employs an opportunistic, value-oriented investment approach focused on capital preservation and long holding periods, with a unique operational structure for its size.

Vijay Kanal is the sole advisor at Stinson Capital Management, LLC, holding a Series 65 credential with 11 years of industry experience. He has been with Stinson Capital Management since 2015. Stinson Capital Management, LLC is a fee-only registered investment adviser serving individuals, high net worth clients, trusts, estates, and business entities. The firm provides discretionary portfolio management and financial planning, with an investment approach that emphasizes fundamental research, conservative valuation, and diversification across various asset classes.

Tyler Rumbaugh is a financial advisor at Wittlin Advisory with one year of industry experience. He holds a Series 65 designation and has previously worked at JP Morgan Chase and First Republic Bank. Wittlin Advisory is a fee-only investment management firm serving primarily high-net-worth individuals, families, and foundations. The firm offers discretionary and non-discretionary asset management, investment advisory, and consulting services, tailoring portfolios based on clients’ goals, time horizons, and risk tolerance using a mix of mutual funds, ETFs, private investments, and digital assets.

Noboru Muto is a financial advisor at APP with seven years of industry experience. He holds a Series 66 designation and previously worked at firms including LPL Financial LLC and Cambridge Investment Research. Outside of finance, he has been the general manager of Hilldale Golf Club since 1986, overseeing golf course operations. APP advises individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $12.9 million across 76 client relationships. The firm employs a long-term investment approach using a combination of analysis techniques and offers services such as ongoing portfolio management, financial planning, and pension consulting.

Naoya Takashita is a financial advisor at Asset Planning and Protection LLC (APP) with less than one year of industry experience. His prior work includes roles at Value Financial Holdings, Inc., Value Insurance Solutions, Inc., Value Agent, Inc., and Kanagawa Insurance Group, Inc. APP advises individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, managing approximately $12.9 million across about 76 client relationships. The firm combines multiple analysis techniques and uses discretionary authority to implement long-term trading strategies aligned with each client’s Investment Policy Statement.

Nadine Thibault is a CFP® professional with five years of industry experience. She has been with Relevé Financial Group since 2021 and previously worked at NorthRock Partners from 2014 to 2021. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning, consulting, and portfolio management, including a proprietary subscription-based online advisory platform alongside traditional managed-account services.