John Bishop is a Series 65 registered advisor with 13 years of industry experience. He has worked at Wellington Capital Advisors, LLC since 2016 and previously operated Bishop Wealth Management, LLC from 2013 to 2015. Based in San Francisco, CA, he is currently one of two advisors at his firm. Wellington Capital Advisors provides discretionary portfolio management along with integrated financial and tax-planning services to individuals, high-net-worth families, foundations, trusts, and businesses. The firm’s investment approach emphasizes fundamental analysis and long-term value, utilizing a range of strategies including option-writing overlays, single-stock approaches, and short positions.

Juan Zuniga is a financial advisor at Dedicated Capital Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Dedicated Capital Advisors since 2013. The firm primarily serves high-net-worth individuals, families, and related business entities, providing comprehensive financial planning and investment advisory services through a structured four-phase process. Dedicated Capital Advisors emphasizes multidisciplinary planning and outsourced portfolio management, coordinating with independent third-party managers and offering specialized services such as estate and wealth transfer, philanthropic planning, and business succession.

Conor Sheridan is the sole advisor at Sheridan Capital Management, LLC in San Rafael, CA, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has led his firm since 2011, following a recent role at Parallel Advisors, LLC. Sheridan Capital Management provides discretionary asset management primarily for individual and high-net-worth clients, managing approximately $217 million for about 116 clients. The firm’s investment approach blends fundamental and technical analysis, maintains regular portfolio supervision and rebalancing, and includes cash and cash equivalents as an asset class in its strategies.

Kyle Shealer is a financial advisor at QST Capital LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at QST Capital since 2017. Prior to that, he was associated with Sanctuary Wealth Advisors LLC and SANCTUARY SECURITIES, llc from 2012 to 2016. QST Capital LLC provides discretionary portfolio management and advisory services to individual clients, retirement accounts, other advisers, and institutional clients. The firm uses a quantitatively driven investment approach combining systematic models with discretionary decisions, managing both pooled funds and separately managed accounts with strategies that include leveraged and inverse ETFs, fixed income, credit instruments, and derivatives.

Sanford Lowengart is a financial advisor with Capital Trust Advisors (Goldberg Advisers, LLC) and holds Series 63 and Series 65 licenses. He has 23 years of industry experience and has been with Goldberg Advisers since 2013. Capital Trust Advisors serves individual and high-net-worth clients as well as institutional entities, providing discretionary wealth management and financial planning with a focus on asset allocation, retirement, tax, and cash-flow planning. The firm manages portfolios primarily invested in mutual funds and ETFs, using a combination of fundamental, technical, and cyclical analysis.

Holly Kindel is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Prospettiva Financial since 2019. Her prior experience includes roles at Occidental Asset Management and Mosaic Financial Partners. She is also principal of Delphi Coaching, providing financial coaching outside of trading hours. Additionally, she serves as treasurer for Sage Financial Solutions, a nonprofit focused on training financial professionals to assist low-to-moderate income individuals. Prospettiva Financial serves individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $116 million in discretionary assets. The firm employs tailored portfolios primarily using mutual funds and ETFs, emphasizes regular account reviews, and provides specialized retirement-plan advisory services, including work with state and municipal government clients.

Gregory Smith is a financial advisor at Baer Investment Advisory LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Birch Run Capital Advisors, LP and Century Gorge, Inc. Baer Investment Advisory LLC provides discretionary portfolio management to individuals, high-net-worth clients, trusts, and corporations, creating customized Investment Policy Statements and implementing tailored model portfolios. The firm utilizes a blend of fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework, employing both long- and short-term trading along with derivative strategies.

Richard Truong is a financial advisor at Benningfield Financial Advisors, LLC in San Francisco, CA, holding Series 63 and Series 65 licenses with six years of industry experience. He worked at Dragon Financial Group for five years before joining Benningfield Financial Advisors in 2019. Benningfield Financial Advisors provides integrated financial planning and discretionary investment management to high-net-worth individuals, families, pension, and charitable accounts. The firm employs a strategic asset allocation approach with globally diversified portfolios combining passive index and ETF holdings alongside select active managers.

Luke Carlson is a financial advisor with QST Capital LLC who holds a Series 65 designation and has nine years of industry experience. His previous experience includes a one-year role at Ernst & Young. In addition to his advisory work, he serves as a treasury consultant, providing strategic guidance on treasury technology and internal programs to various corporate management teams. QST Capital LLC offers discretionary portfolio management and advisory services to individual clients, retirement accounts, other advisers, and institutional clients. The firm employs a quantitatively driven investment approach that combines systematic models with discretionary decisions, utilizing a range of instruments including leveraged ETFs and derivatives across both pooled funds and separately managed accounts.

Paul Stenard is a financial advisor with Investment Advisor Associates, Inc. in Mill Valley, CA, holding Series 63 and Series 66 credentials and bringing 48 years of industry experience. His career includes positions at Bank of America, Merrill, RBC Capital Markets, and Morgan Stanley. Investment Advisor Associates, Inc. provides fee-only investment management and financial planning primarily to individual clients, including high-net-worth households. The firm customizes portfolios using written investment policy statements and employs both fundamental and technical analysis alongside global diversification, utilizing a variety of strategies such as discretionary trading, margin, short sales, and option writing.

Nadim Nahas is a financial advisor at Nwk Group with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Nwk Group since 2002. Nadim is also a 50% partner in the firm. Nwk Group provides discretionary and non-discretionary investment supervisory services, financial planning, cash management consulting, and pension/institutional consulting to individuals, including high-net-worth clients, and retirement plans. The firm combines fundamental, technical, quantitative, and qualitative analysis with formal asset-allocation work and ongoing monitoring, offering regular performance reporting that includes comparisons to market indices and peer rankings.

Geoffrey Hakim is a CFP® with 18 years of industry experience, currently serving as an advisor at MCM Wealth in Novato, CA. He has been with MCM Wealth since 1996, totaling 30 years with the firm. MCM Wealth provides investment advisory and financial planning services to a diverse client base including individuals, trusts, small-business retirement plans, other RIAs, family offices, and institutions. The firm employs a multi-asset class, core-and-satellite investment approach and offers customized portfolios, including a rules-based options overlay managed through a proprietary platform.

Benjamin Sampson is a CFP® with six years of industry experience, currently serving as a financial advisor at Miller Avenue Advisors LLC. He previously worked at Brighton Jones for five years and has held roles outside of finance, including positions with the Arizona Department of Education and the Chicago Cubs. Miller Avenue Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, and plan sponsors. The firm also offers private placement investment services and ERISA 3(21) limited-scope fiduciary services, managing portfolios according to clients’ goals, time horizons, and risk tolerances.

Lawrence Dan is the principal and sole advisor at Kennicott Capital Management LLC, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has been with Kennicott Capital Management since 2003. Kennicott Capital Management provides discretionary portfolio management primarily to individual clients, including high-net-worth households, through a customized planning process that addresses broader financial needs. The firm emphasizes a client-specific asset allocation approach focused on capital preservation and long-term growth, managing diversified portfolios that may include equities, fixed income, ETFs, mutual funds, and private alternative investments.

Leonid Pinski is a financial advisor at Vega Capital Group LLC in San Francisco, CA, holding a Series 65 designation with 24 years of industry experience. He has been with Vega Capital Group since 2001. Vega Capital Group provides discretionary investment management primarily to individual clients, including high net worth individuals, as well as corporations, trusts, estates, and charitable organizations. The firm employs investment strategies combining fundamental and technical analysis with dynamic allocation across equities and fixed income, using instruments such as exchange-traded funds, options, and derivatives to manage market risk.

Robert Stafford is the principal of Stafford Capital Management LLC in Sausalito, CA, with 19 years of industry experience. He has been involved with Stafford Capital Management since 1986 and is also the general partner of Pacific Management, Ltd. Stafford serves on the board of directors of Passur Aerospace, attending quarterly meetings annually. Stafford Capital Management provides discretionary portfolio management primarily for high-net-worth individuals, families, trusts, and small business entities. The firm focuses on equity and equity-related securities using a bottom-up, fundamental investment approach with a growth-at-a-reasonable-price orientation, constructing concentrated portfolios typically holding 25–30 stocks.

Mark Kriss is a Series 65-licensed financial advisor at Macroclimate LLC with 21 years of industry experience. He has been with Macroclimate since 2004 and serves as Managing Director of Geofinancial Analytics, Inc. and Geofinancial Analytics Canada Corp., independent data providers focused on advancing the clean energy transition through geospatial technology. He is also a member of the Sustainability Council at Dimensional Fund Advisors. Macroclimate provides discretionary investment management primarily to individuals, including high-net-worth clients, as well as donor-advised funds and nonprofit organizations. The firm employs a Modern Portfolio Theory–based, long-term buy-and-hold strategy using passive and factor-based funds, with an emphasis on environmental, social, and governance (ESG) factors in its investment process.

Louis Batmale is a financial advisor with Alders Financial Solutions, holding a Series 66 designation and 26 years of industry experience. His career includes over 20 years at LPL Financial, LLC, and two years at Alders Financial Solutions before its independent registration. Alders Financial Solutions provides financial planning and pension consulting services primarily to high-net-worth individuals and related entities. The firm employs a planning-centered approach that considers clients’ comprehensive financial situations without taking custody of assets, and it is notable for combining broker-dealer representation and insurance licensing with pension consulting services.

Brian Acard is a financial advisor at NWK Group with 29 years of industry experience. He holds a Series 63 designation and has been with NWK Group since 2014. The firm provides discretionary and non-discretionary investment supervisory services, financial planning, cash management consulting, and pension/institutional consulting to individuals, including high-net-worth clients, and retirement plans. NWK Group employs a multi-faceted investment process incorporating fundamental, technical, quantitative, and qualitative analysis, along with formal asset allocation and ongoing portfolio monitoring.

Charles Cockerton is a financial advisor at Florin Pensions LLC in San Francisco, CA, holding a Series 65 designation with 14 years of industry experience. He has been with Florin Pensions since 2012. Florin Pensions LLC provides pension consultancy and investment advice to UK expatriates and other nationals residing in the United States who have existing UK-based pension plans. The firm focuses on pension reviews, transfer assessments, and recommendations related to UK personal pensions, working through pension trustees and third-party investment managers rather than managing client assets directly.