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.

Brooks Schaffer is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He has worked at Waypoint West since 2025, following five years at Alkeon Capital Management and four years at BlackRock. Waypoint West provides portfolio management and financial planning services for high-net-worth individuals and pooled investment vehicles. The firm employs a variety of investment strategies, including long- and short-term trading, options, and private placements, and serves as a private fund adviser and sponsor for pooled funds.

Matthew Lewis is a CFP® and CFA® with 12 years of industry experience. He has worked at several firms, including Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, as well as Enter Capital Group, Inc. Since 2017, he has been with TechView Wealth Advisors LLC. TechView Wealth Advisors provides integrated financial planning and portfolio management primarily for technology executives, entrepreneurs, and individuals with cross-border assets. The firm employs a blend of macroeconomic, fundamental, and technical analysis in its investment approach, managing accounts on both discretionary and non-discretionary bases.

Flora Dong is a financial advisor at Arden Global Family Offices with 26 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services for 17 years. Ardenwood Advisors provides wealth and investment advisory services primarily to ultra-high-net-worth families and related entities through a Family Wealth Program. The firm employs a customized, multi-asset investment approach with an emphasis on long-term, diversified allocations across U.S. and non-U.S. public and private markets, including alternative strategies and private placement opportunities.

Brian Tayan is a financial advisor at Tayan Capital Management, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has served as a Research Associate at Stanford University since 2006. Tayan Capital Management serves individual investors, including both high-net-worth and non-HNW clients, by providing discretionary portfolio management and managing a pooled private fund, Tayan Partners, LP. The firm employs an opportunistic, value-oriented investment approach focused on capital preservation, after-tax returns, and long holding periods.

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 prior experience at JP Morgan Chase and First Republic Bank. Wittlin Advisory is a fee-only investment management firm serving high-net-worth individuals, families, and foundations, including an international client base. The firm offers discretionary and non-discretionary portfolio management, combining fundamental analysis with ongoing portfolio monitoring, and provides investment options ranging from traditional funds and ETFs to private placements and digital assets.

Noboru Muto is a financial advisor at Asset Planning and Protection LLC (APP) with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC, Cambridge Investment Research Advisors, Inc., and 1st Global Advisors, Inc. Outside of his advisory work, Muto has served as the general manager of Hilldale Golf Club since 1986. APP is an independent registered investment adviser managing approximately $8.57 million in assets for individual investors, including high-net-worth clients, and pension/profit-sharing plans. The firm provides portfolio management, financial planning, consulting, and pension plan services, employing a range of investment analyses and generally focusing on long-term strategies with mutual funds and insurance products.

Jordan Sam is a Series 65-licensed financial advisor at Alpha Solutions Investment Advisors with one year of industry experience. Prior to joining Alpha Solutions, he spent four years as a full-time student and held positions at the University of California, Riverside. Alpha Solutions serves individual clients, including high-net-worth and non-HNW investors, as well as institutional clients such as pensions and foundations. The firm employs both fundamental and technical analysis across major asset classes, managing discretionary portfolios with an emphasis on ETFs, REITs, MLPs, preferred stock, and direct equities.

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.

Perry Kotval is a CFP® professional with 17 years of industry experience. He has been with Galileo Planning Group, Inc. since 2007. The firm serves senior corporate executives, high-income professionals, and wealthy individuals, providing customized financial planning and investment counseling on a non-discretionary basis. Galileo Planning Group emphasizes long-term, diversified portfolios and detailed analysis of private and alternative investments.

Patrick Mc Donnal is a CFP® and Series 65-registered advisor with Tamarind Financial Planning, based in San Mateo, CA. He has been with Tamarind since 2024 and has additional experience as an applications engineer at Indicate Technologies and as a high school athletic coach. Outside of his advisory role, he is involved in automated inspection technology and coaching athletic teams. Tamarind Financial Planning serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing comprehensive financial planning, portfolio reviews, and project-based advice on a fee-only basis. The firm emphasizes customized financial plans and asset allocation using Modern Portfolio Theory and generally delegates portfolio management to selected sub-advisers.

Lucus Ubaldo is a financial advisor with Envest Advisors, LLC in San Mateo, CA. Holding a Series 65 designation, he has one year of industry experience and has previously worked with The Valoram Group LLC. He was a full-time student for eight years prior to beginning his advisory career. Envest Advisors, LLC provides discretionary asset management and financial planning services primarily to individual clients, tailoring portfolios based on clients’ goals, time horizons, and risk tolerance. The firm employs a variety of outsourced managers and platforms while maintaining a small advisory team.