Jeremy Korman is a financial advisor at Pinecone Financial, holding a Series 65 designation with six years of industry experience. He has worked in marketing roles at Zendesk Inc. since 2019 and OSIsoft Inc. from 2014 to 2019. Outside of advising, he continues his role as a Senior Marketing Manager at Zendesk, focusing on software promotion and adoption. Pinecone Financial is a sole-proprietorship investment adviser serving individuals and high-net-worth clients with financial planning, investment consultation, and coaching services. The firm employs a passive investment approach based on Modern Portfolio Theory, using low-cost index funds and ETFs, and emphasizes client-specific planning without discretionary trading or custody of assets.

Akram Omari is a CPA and investment advisor based in San Francisco, with over 7 years of industry experience. He has owned and operated Akram M. Omari CPA, an accounting firm, since 1975. Akram M. Omari CPA provides investment management and tax planning services primarily to its accounting and tax clients, including individuals, IRA owners, and pension plan investors. The firm follows a long-term, diversified investment approach utilizing no-load mutual funds, ETFs, and select individual equities, managing approximately $85–87 million in client assets as of March 2025.

William Van Cleve is a financial advisor at Slipstream Wealth Planning LLC in San Francisco, CA, holding Series 65 and Series 63 licenses with seven years of industry experience. He worked at J.P. Morgan from 2017 to 2024 before founding his independent firm in 2026. Van Cleve completed his education at Princeton University from 2013 to 2017. Slipstream Wealth Planning LLC provides comprehensive financial planning and discretionary and non-discretionary investment management to individuals, high-net-worth individuals, and families. The firm emphasizes financial planning as a core service and offers investment management as an integrated, optional element with a focus on broadly diversified, low-cost portfolios using passive strategies and modern portfolio theory.

Roman Polnar is a financial advisor at Pillar6 Advisors, LLC in San Francisco, CA, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pillar6 Advisors since 2010. Additionally, he is a licensed insurance agent in California. Pillar6 Advisors provides portfolio management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm employs both fundamental and technical analysis, offering tailored investment strategies and regular portfolio monitoring on a discretionary or non-discretionary basis.

Wenjing He is a financial advisor at Wen Capital Advisory Group, Inc. with 17 years of industry experience. She holds a Series 66 designation and has led her independent firm since 2012. Outside of advisory services, she is also a licensed insurance agent. Wen Capital Advisory Group serves individuals, high-net-worth clients, charities, corporations, and pension or profit-sharing plans by providing financial planning and portfolio management. The firm emphasizes customized asset allocation and fundamental analysis, offering both direct management and co-adviser arrangements, and incorporates nontraditional investments and insurance products in its client programs.

Farzad Khoshnoodi is a financial advisor at Stryker Financial with 21 years of industry experience and holds a Series 66 designation. His career includes over two decades working with various insurance carriers alongside his roles at Stryker Financial. In addition to advisory work, he sells health insurance products for multiple companies. Stryker Financial offers portfolio management services to individuals, high-net-worth clients, and employer-sponsored retirement plans, including 401(k) and 529 college savings accounts. The firm focuses on fundamental analysis and long-term planning tailored to client risk tolerance, providing both discretionary and non-discretionary management with regular communication and annual reviews.

Daniel Claffey is the sole advisor at EdMD Financial Strategies, LLC in San Ramon, CA, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with EdMD Financial Strategies since 2010 and previously spent 15 years at American Investors Company. In addition to his advisory role, Claffey operates a college admissions and financial aid consulting business that assists families with education funding strategies and related tax preparation services. EdMD Financial Strategies is a California-registered independent investment adviser managing approximately $2.5 million for around 50 clients, including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs fundamental analysis to construct portfolios using stocks, bonds, ETFs, and mutual funds, offering both discretionary and non-discretionary management, financial planning, and consulting services.

Jessi Hawk is a financial advisor with Hawk Capital Wealth Management LLC in Walnut Creek, CA. She holds the ChFC® designation and the Series 66 license, and has 18 years of industry experience. Her career includes roles at Bank of America, Merrill, Scottrade, and her own sole proprietorship. Hawk Capital Wealth Management LLC provides asset management, financial planning, and ERISA-focused retirement-plan services primarily to individuals, trusts, estates, and qualified retirement plans. The firm operates mostly on a non-discretionary basis, utilizing technical and cyclical analysis alongside long-term strategies, and offers fiduciary consulting and 3(38) investment management services for retirement plans.

Byron Ruby is a financial advisor at FIRN Advisors LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Katz Ruby & Carle LLP, Firn, Inc., the Federal Judiciary, and McKinsey & Co. He has experience in environmental law and clean technology. FIRN Advisors LLC provides discretionary portfolio management and advisory services primarily to individuals and families, employing a long-term, buy-and-hold investment approach focused on diversified, low-cost ETFs, blue-chip equities, and investment-grade fixed income, with selective use of alternatives. The firm offers tailored portfolios, periodic rebalancing, and optional tax-loss harvesting.

Cheryl Vesely is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Balance Financial Planning, LLC since 2014. She holds a Series 65 license and operates her independent firm from Oakland, California. Balance Financial Planning, LLC provides fee-only financial planning, cash-flow and tax planning, and investment management primarily for individual clients, including high-net-worth individuals. The firm emphasizes diversification and low-cost, passive investment vehicles, using an interactive planning process to align asset allocation with clients’ goals, time horizons, and risk tolerance.

Ryan Bird is the sole advisor at Pioneer Advisory, an independent firm based in Moraga, CA. He holds a Series 66 designation and has 23 years of industry experience. Bird has been operating under his own firm since 2012. He is also a licensed insurance agent and conducts insurance transactions as part of his practice. Pioneer Advisory serves individual investors, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm provides portfolio management and comprehensive financial planning with a non-discretionary approach, primarily using traditional investment instruments and working with third-party managers who often have discretionary authority.

George Paul is a financial advisor at NAV Financial, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Dfinity, Rubrik, iUNU, and Ruckus Wireless, reflecting a background in technology and engineering. NAV Financial provides comprehensive financial planning services to high-net-worth individuals, charitable organizations, and businesses. The firm focuses on written or electronic financial plans covering areas such as business, retirement, estate, tax, and risk management, using a combination of fundamental, technical, cyclical, and charting methods aligned with modern portfolio theory and a passive allocation approach.

David Magnuson is a CFP® professional with eight years of experience in financial advising at Burlingame Wealth Management, LLC and a prior year at Dan Goldie Financial Services. He is also an attorney and owner of the Law Offices of David Magnuson, where he has provided legal advice since 2010. Burlingame Wealth Management serves individuals, high-net-worth clients, and a pooled investment vehicle through a small independent advisory model. The firm employs an evidence-based, long-term investment approach using broadly diversified institutional funds and manages client accounts on a non-discretionary basis.

Frank Bonanni is an independent financial advisor based in San Leandro, CA, with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms including MAI Capital Management, Brookstone Wealth Advisors, and Safran Wealth Advisors. His firm provides outsourced paraplanning, financial-planning analysis, and administrative support exclusively to other registered investment advisers under written consulting agreements. It does not maintain advisory relationships with retail clients or manage assets, instead focusing on delivering planning and administrative services through the hiring adviser’s systems.

Roland Chow is a financial advisor with Optura Advisors, Inc. in Burlingame, CA, holding a Series 65 designation and 11 years of industry experience. He has been with Optura Advisors since 2013 and is also involved in independent insurance sales through Optura Insurance Solutions and consulting and tax preparation for new businesses via Optura Ventures, LLC. Optura Advisors, Inc. is an independent registered investment adviser serving individual clients, corporate retirement plan sponsors, and charitable organizations. The firm offers wealth management, financial planning, and retirement consulting, combining model-driven portfolio management with tailored reviews of alternative investments and providing educational workshops for employers and participants.

Hello, my name is Mike Biggica. I grew up in New York, worked on Wall Street for many years and moved to the Bay Area. Living and working in two major metropolises, I understand a busy lifestyle, the high cost of living and financial complexities that go along with it. Among the chaos, sometimes the world’s agenda overcome yours – my value is bringing focus and priority to your goals as a trusted advisor. As the founder of Pixel Financial Planning, LLC, it is a privilege to connect with clients and share in their journey. My days are filled with announcements and pictures of major milestones, including newborns, new homes, graduations, new jobs, vacations, retirement and much more. As life changes, new goals, challenges, opportunities emerge emphasizing that financial planning is an ongoing process, not a one-time event. My goal is to provide you with empowerment, education, confidence, smart decision-making and peace of mind as you navigate life’s course.

Ryan Jue is a CFA® charterholder and financial advisor at Ursa Financial, LLC with six years of industry experience. He has worked at Ursa Financial since 2019 and is also the co-founder and CEO of Ursa Technologies, Inc. Prior to that, he held roles at Trim D.B.A Ask Benjamin, Inc. and Lumos Labs. Ursa Financial provides mobile, app-based portfolio management to retail clients through a discretionary wrap-fee program focused on programmatic portfolio construction and automated management. The firm offers personalized portfolios of large-cap U.S. stocks using fundamental and cyclical analysis combined with modern portfolio theory, delivered exclusively via the Ursa App.

Kristopher Van Stralen is a financial advisor at Evidencial Financial Consulting in Orinda, CA, with nine years of industry experience. He holds the ChFC® designation and a Series 63 license. His prior roles include positions at VR Advisors, Creekside Partners Financial Advisers, and the American College of Financial Services. Evidencial Financial Consulting provides personalized financial planning and non-discretionary asset management to individuals, trusts, estates, and charitable organizations. The firm uses fundamental analysis and a combination of long- and short-term strategies with a predominately non-discretionary management approach, allowing clients to retain trading authority.

Christian Schmuck is the principal of Green Room Partners LLC, an independent wealth management firm based in San Francisco. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to founding Green Room Partners in 2020, he worked at Advisiry Partners, Deutsche Bank Securities Inc, and Macquarie Capital (USA) Inc. Schmuck also serves as a senior consultant to AdvisIRy Partners, providing investor relations and capital markets advice to publicly listed and pre-IPO companies on a limited basis. Green Room Partners offers tailored global wealth management and growth-oriented portfolio strategies focused on listed equities with an emphasis on ESG-aware themes in technology, energy transition, and healthcare. The firm serves high-net-worth individuals, trusts, family offices, and corporate clients, combining top-down sector selection with bottom-up fundamental research and managing accounts on a discretionary basis.

Jeffrey Kamys is a Series 65-licensed advisor with five years of industry experience. He is the principal of Inherent Wealth Fund, LLC in San Francisco and has previously worked at Baseline Investments. Outside of financial advising, he owns and operates a design and branding business, Inherent, Inc. Inherent Wealth Fund provides discretionary portfolio management and investment advisory services primarily to individuals, high-net-worth individuals, and business entities. The firm focuses on equities and exchange-traded funds, utilizing both fundamental and technical analysis with varied trading strategies implemented under discretionary authority.