Louis Barberini is a financial advisor at Tre Api Wealth Management, LLC in San Francisco, holding the PFS™ designation and Series 63 license with 10 years of industry experience. Before entering financial services, he worked for over two decades with the San Francisco Police Department. He also writes an independent Substack column covering crime, corruption, tax, economy, and investor psychology. Tre Api Wealth Management offers customized portfolio management primarily to individuals and high-net-worth clients, employing a combination of fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading approach. The firm manages approximately $52 million in client assets across around 40 relationships, typically using discretionary trading authority.

Steven Sherman is the sole advisor at Steven William Sherman, an independent firm based in San Rafael, CA. He holds a Series 65 designation and has 13 years of industry experience. Sherman has operated his own advisory practice since 2005. The firm provides discretionary portfolio management for individual and IRA accounts, managing a focused book of approximately 25 clients with $5–6 million in assets. Its investment approach combines fundamental and technical analysis, emphasizing ultra-diversified portfolios primarily using exchange-traded funds and closed-end funds, along with active trade-timing decisions uncommon among independent advisers.

Monroe Wealth Management is a financial planning firm that specializes with tech employees and business owners. Services include: IPO Event Planning (Pre and Post IPO) Public and Private Equity Compensation ISO, NSO, RSU, RSA, ESPP, etc. Concentrated Stock Strategies Cash Flow Optimization Real Estate Investing Tax Mitigation Strategies Retirement Planning College and Education Planning Family Planning Philanthropy Behavioral Finance and Financial Wellness Coaching Investment Management

Darrell Doi is a financial advisor at INVESDID with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Park Avenue Securities LLC. In addition to his advisory role, he operates as a licensed insurance broker. INVESDID provides financial planning and consulting services to individuals, businesses, and nonprofit organizations, offering retirement plan services and public educational seminars. The firm typically acts as a co-advisor with third-party money managers and focuses on fixed-fee or hourly consulting engagements.

Robert Margetic is a financial advisor at Redwood Financial Advisors, Inc. in San Rafael, CA, with 28 years of industry experience. He holds the Series 63 designation and has worked with multiple affiliated firms since 1987. Outside of his advisory role, he serves as president of WealthNet Charitable Gift Fund, a nonprofit organization that manages donor-advised accounts, and is involved in the administration of charitable remainder trusts through Redwood Financial Group, Inc. Redwood Financial Advisors, Inc. offers portfolio management, comprehensive financial and retirement planning, philanthropic planning, and financial consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and professional advisors. The firm develops tailored strategies using a combination of fundamental, technical, and market-timing analysis and provides both discretionary and non-discretionary management.

Christian Batchelder is the sole advisor at Christian Curry Batchelder, CFP, an independent advisory firm based in Oakland, CA. He holds the CFP® designation and has 32 years of industry experience, having operated his practice since 1987. The firm provides comprehensive financial planning and discretionary portfolio management for private investors, families, personal trusts, and estates. It employs a proprietary discovery and planning process that integrates financial analysis with clients’ attitudes toward money and legacy, managing portfolios on a discretionary basis with mutual funds and third-party managers.

Eugene Chow is a CFA® charterholder with 12 years of industry experience, currently serving as the sole advisor at Paragon Asset Management Inc. He has been with Paragon since 1989. Outside of his advisory role, he operates a computer consulting business focused on investment portfolio accounting and performance calculations. Paragon Asset Management provides discretionary asset management services to individuals, businesses, and charitable organizations, managing approximately $110.7 million across 72 client relationships. The firm customizes investment programs based on clients’ objectives and risk tolerance, employing both fundamental and technical analysis and a broad range of investment instruments.

Alison Davies is a CFP® professional with 15 years of experience in the financial advisory industry. She has been the sole advisor at Fruition Advisors LLC since 2013. Fruition Advisors serves individual clients through financial planning and by selecting and monitoring third-party investment advisors rather than providing direct portfolio management. The firm works primarily with clients who meet a portfolio minimum and emphasizes client-specific planning and asset allocation based on Modern Portfolio Theory.

I'm a CERTIFIED FINANCIAL PLANNER™ and founder of Collabria Capital, Inc., a San Ramon-based fee-only fiduciary financial planning firm serving the Bay Area and virtual clients nationwide. I started Collabria Capital because I believe financial planning should be collaborative, transparent, and centered around what truly matters — people’s lives, not just their portfolios. Over the years, I’ve met too many hardworking professionals who’ve done all the “right” things financially but still feel unsure about their future. My goal is to bring clarity and confidence to that picture. Originally from Montreal, I moved to the Bay Area in 1997 and quickly came to appreciate the unique blend of innovation, opportunity, and complexity that defines life here. Having raised three kids, I understand firsthand how financial priorities evolve — from career growth and family needs to preparing for a more flexible, fulfilling next chapter. I work primarily with mid- to late-career professionals who want straightforward, fiduciary advice on everything from stock options and deferred compensation to retirement and tax planning. My approach is simple: listen carefully, bring clarity to complexity, and help clients make decisions that align their finances with their values. For me, financial planning has always been about more than numbers ; it’s about creating the freedom to focus on what truly matters.

Donovan Malone is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Greenbook Financial LLC. His background includes roles at Charles Schwab, TD Ameritrade, JP Morgan Securities, and the University of California Office of the President. Greenbook Financial provides investment management, financial planning, and educational seminars to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a mix of passive and active asset allocation, offers both discretionary and non-discretionary portfolio management, and incorporates ESG considerations when requested.

Sabrina Lowell is a CFP® professional with 19 years of industry experience, currently serving as the principal advisor at Second Summit Wealth Management, LLC. Her prior roles include positions at Fort Point Capital Partners LLC, Private Ocean, and Mosaic Financial Partners, Inc. Outside of financial advising, she provides life coaching and serves as a Nominating Committee Member for The Olympic Club, as well as a Dean for the Financial Planning Association Residency Program. Second Summit Wealth Management offers financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, managing approximately $122 million in client assets. The firm utilizes Modern Portfolio Theory to construct model portfolios and employs systematic tax-loss harvesting, while providing consolidated reporting that includes assets held outside primary custodians.

Khaled Salama is a CFA® charterholder with 27 years of industry experience. He is the principal of KS Global Advisors, Inc., an independent firm he has been associated with since 1995. Prior to that, he worked for 25 years at The Headlands Group. Outside of his advisory role, Salama serves on several investment committees and boards, including positions at the San Domenico School, Sisters of St. Dominic of San Rafael, U Corp-SF State, and the Terra Fund, and he is a guest lecturer at Stanford University. KS Global Advisors provides discretionary investment management and financial consulting services primarily to individual clients and certain trusts. The firm employs a global, long-term investment approach emphasizing fundamental valuation and dynamic rebalancing, managing portfolios with an unusually large number of individual securities while applying institutional-style processes to a relatively small client base.

Gregory Gaskin is the principal advisor at Gaskin Wealth Management in Moraga, CA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led his independent firm since 2007. Outside of his advisory role, he operates a vacation rental business in Moraga. Gaskin Wealth Management provides fee-only investment advisory and portfolio management services to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm manages approximately $88.7 million across about 215 client relationships, employing a disciplined investment process that integrates relative-strength sector analysis with a systematic market-risk approach.

C. Eric Buonassisi is a financial advisor with Forest Hill Financial Advisory Group LLC in San Francisco, CA, holding a Series 66 designation and 22 years of industry experience. He has worked with Magellan Consulting Group and Forest Hill Financial Advisory Group LLC since 2006. Forest Hill Financial Advisory Group provides discretionary portfolio management and standalone financial planning for individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs both fundamental and technical analysis, offering strategies ranging from long-term buy-and-hold to active trading and uses options and derivatives in separately managed accounts.

Kenneth Winn is a financial advisor at Dunhill & Company, LLC with 21 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Emerson Equity LLC, US Capital Global Securities, and Laidlaw and Company. Dunhill & Company provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as corporations and business clients. The firm offers advice across various asset classes and investment strategies, tailoring programs to client objectives and coordinating with third-party managers and custodians.

Robert Rogers is the sole advisor at Phingers and Toze Investments, LLC in San Francisco, CA, holding Series 63 and Series 66 designations with 29 years of industry experience. He has been with the firm since 1997. Phingers and Toze Investments provides discretionary and non-discretionary portfolio management and investment advice primarily for high-net-worth individual clients, using both fundamental and technical analysis across a range of strategies tailored to client objectives. The firm maintains client accounts at Charles Schwab and manages a highly concentrated client base with individualized account relationships.

Malcolm Greenhill is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Sterling Futures since 2006. He is also the principal and 100% owner of Sterling Futures Insurance & Financial Services, where he dedicates part of his time to insurance sales. Sterling Futures advises individuals, pension plans, and corporate clients, offering portfolio supervision, financial and retirement planning, estate planning, employee benefits consulting, and pension consulting. The firm combines third-party model allocations with direct selection of securities and employs automated quarterly rebalancing, with most client assets custodied and traded through SEI.

Monib Khademi is the principal of Cypress Praxis, LLC, an independent advisory firm located in San Rafael, CA. He holds a Series 65 credential and has 14 years of industry experience. Khademi has been with Cypress Praxis since its founding in 1992. He also has a history of long-term pro bono service on nonprofit and education boards. Cypress Praxis serves a selective group of primarily high-net-worth individuals and families, providing discretionary portfolio management, financial consulting, and education. The firm employs a proprietary Strategic Portfolio Design™ process that focuses on asset allocation, tax-managed indexing, and investor behavior coaching while offering virtual family-office capabilities for large households.

Aaron Hattenbach is a CFP® certified financial advisor with 13 years of industry experience. He is the principal at Rapport Financial, LLC, an independent firm he has led since 2016. Prior to founding Rapport Financial, he worked at Emerson Equity LLC, Bank of America, and Merrill. He is also licensed as an insurance agent with Synchronize to assist clients with life, disability, and long-term insurance planning. Rapport Financial provides comprehensive financial planning and wealth management services to individuals, families, trusts, charitable organizations, and retirement and pension plans, with a particular focus on doctors and business owners. The firm combines passive and fundamental portfolio management within a modern-portfolio framework and offers access to private alternative investments and institutional plan consulting.

Robert Shutzer is a financial advisor at Shutzer Investments, LLC in San Francisco, CA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including the Institute for Wealth Advisors, Inc. and CONCERT Wealth Management, Inc. prior to founding his current firm in 2019. Shutzer Investments, LLC provides ongoing portfolio management and institutional consulting, serving individuals, high-net-worth clients, and institutions. The firm employs a blend of fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis with documented risk tolerances and investment objectives, and utilizes trading strategies including short sales, margin, and options.