Dana Schmidt is a financial advisor at Wulff, Hansen & Co. with 37 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Wulff, Hansen & Co., she worked at Jordan Park Group LLC and LOYAL3 Securities Inc. Schmidt also provides occasional compliance consulting for broker-dealers or RIAs with firm approval. Wulff Capital Management, the investment-advisory division of Wulff, Hansen & Co., offers discretionary portfolio management and limited investment consultation to individuals, pension plans, trusts, estates, and charitable institutions. The firm focuses on customized portfolios of liquid publicly traded securities using fundamental and cyclical analysis with a long-term holding approach.

Milo Hanke is a CFP® with 42 years of experience in the financial advisory industry. He is a principal at Hanke & Apolonio Wealth Advisors LLC in San Francisco, where he has worked since 2017. Prior to that, he operated as a sole proprietor and was affiliated with LPL Financial for over two decades. Hanke & Apolonio Wealth Advisors LLC serves individual and high-net-worth clients by providing investment advisory and financial planning services, managing approximately $145 million in assets. The firm uses fundamental analysis and tailored strategies documented in each client’s investment policy, conducts regular account reviews, and offers educational seminars and life coaching services to clients.

Sanjeev Rao is a financial advisor at Lavelle Capital with 18 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co., LLC for 15 years before joining Lavelle Capital. Lavelle Capital provides discretionary investment management and advisory services to high-net-worth families, corporations, trusts, estates, and charitable organizations. The firm manages approximately $305 million for a select client base and offers customized portfolios that may include allocations to third-party managers and private investment vehicles.

Michael Evans is a financial advisor at Beacon Coast Partners, LLC with 29 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services for 23 years. Evans serves on the board of directors and as treasurer for Mina’s List, a nonprofit focused on supporting female government candidates globally. Beacon Coast Partners is a wealth management firm serving families, trusts, estates, and businesses with discretionary portfolio management and financial planning. The firm emphasizes customized, primarily long-term portfolios using low-cost funds, individual securities, and independent managers, and provides family-office style services with an integrated approach.

Dana Grigg is a financial advisor at Camelotta Advisors with 21 years of industry experience. He holds a Series 65 designation and has been with Camelotta Advisors since 2001. Camelotta Advisors provides portfolio management, advisory consulting, and pension consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs technical, cyclical, and fundamental analysis across various investment vehicles and emphasizes active trading strategies, including options and margin transactions, within its discretionary and non-discretionary account management.

Virgilio Cristobal is a CFP® with 22 years of industry experience, currently serving as an advisor at Chrome Advisors. His prior experience includes roles at Lincoln Financial Advisors and Cullen Financial Advisors. In addition to his advisory work, he is a licensed insurance agent engaged in the sale of insurance products. Chrome Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, providing asset management, financial planning, retirement plan consulting, and portfolio monitoring. The firm employs asset-allocation-driven strategies with both quantitative and qualitative analysis, utilizing third-party platforms and sub-advisers to implement client strategies.

Joseph Belli is a financial advisor at ImpactAdvisor LLC with a Series 65 credential and two years of industry experience. He has held roles at several firms, including Cushman & Wakefield and Jones Lang LaSalle, and currently serves as Director of Finance and Operations at Pranger Law PC. ImpactAdvisor LLC is a small team managing approximately $75 million for around 50 clients, including individuals, business owners, retirement plans, and nonprofit entities. The firm offers portfolio management and financial planning with an emphasis on values-aligned investing, alternative strategies, and comprehensive retirement plan consulting.

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Aureliana Lopes Monteiro is a financial advisor at Strategic Wealth Capital with 11 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Sanctuary Wealth. Strategic Wealth Capital provides financial planning, portfolio management, and investment consulting to individuals, including high-net-worth clients, as well as institutional and corporate clients. The firm employs a range of investment strategies and offers services on both discretionary and non-discretionary bases.

Courtenay Wise is a financial advisor at Ketron Financial LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Western International Securities, Inc., LPL Financial, and Ketron Financial throughout his career. Outside of advising, he is also a licensed notary and maintains involvement in non-variable insurance services. Ketron Financial serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans and charitable organizations. The firm employs a diversified investment approach combining fundamental analysis, modern portfolio theory, and quantitative methods, managing approximately $384 million in assets across a three-advisor team.

John Collet IV is a Series 65 registered advisor at Simple Life Financial in El Cerrito, CA, with less than one year of industry experience. His work background includes roles at Domino's, Target, and California State University-Chico. Simple Life Financial provides investment advisory and financial planning services to individuals, families, small businesses, and related entities, with a focus on multi-generational households. The firm offers tailored investment management, financial planning, cash-flow and liquidity planning, and wealth coordination through collaboration with clients’ attorneys, accountants, and other professionals.

Robert Gillooly is a CFA® charterholder with 13 years of industry experience, currently serving at Elmwood Wealth Management since 2012. He is based in Berkeley, CA, and is part of a four-advisor team. Elmwood Wealth Management is a fee-based, SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and various types of accounts. The firm offers discretionary and non-discretionary portfolio management alongside financial planning, employing a total-return, long-term investment philosophy through actively managed and Core ETF-based service models.

Barbara Wright is a CFA® charterholder and holds a Series 65 license with five years of industry experience. She is a principal at Van Strum & Towne Inc, where she has worked since 2000. Outside of her advisory role, she serves as president of Energy Minerals Inc., a geothermal steam production company. Van Strum & Towne serves primarily high net-worth individuals and also manages accounts for various entities including trusts and retirement plans. The firm emphasizes fundamental analysis, capital preservation, and long-term growth, maintaining generally low portfolio turnover while tailoring asset allocation to client objectives.

John Bishop is a financial advisor at Wellington Capital Advisors, LLC in San Francisco, holding a Series 65 designation with 12 years of industry experience. He has been with Wellington Capital Advisors since 2016, where he is the sole advisor. Wellington Capital Advisors provides discretionary portfolio management and financial consulting to individuals, high-net-worth families, foundations, trusts, and businesses, offering services that include portfolio construction across various asset classes and tax return preparation. The firm employs a long-term, value-oriented investment approach with a focus on income generation and risk management, incorporating strategies such as derivatives and options-writing overlays uncommon among similar independent advisers.

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.

Marc Roth is a financial advisor at Elmwood Wealth Management with 31 years of industry experience. He previously worked at Atlas Capital Advisors LLC for six years and JMR Capital Management, Inc. for 25 years. Elmwood Wealth Management is a fee-based, SEC-registered advisory firm serving individuals, trusts, estates, donor-advised funds, foundations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management with a long-term, total-return investment philosophy through actively managed and Core ETF-based strategies, integrating financial planning and tax coordination.

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.