Alex Gates is a CFA® charterholder with 16 years of experience at Clayton Partners LLC in Berkeley, CA. He has been with the firm since 2010. Clayton Partners LLC provides discretionary investment management to high-net-worth individuals, institutions, trusts, endowments, and pension plans. The firm employs a long-term, research-driven investment approach focused on businesses priced below intrinsic value, managing both pooled funds and separately managed accounts with strategies that include long and short positions, derivatives, and decarbonization-focused investments.

Brian Lancaster is a CFA® charterholder with 27 years of industry experience. He has been with Clayton Partners LLC since 2011, where he is part of a four-advisor team based in Berkeley, CA. Clayton Partners LLC provides discretionary investment management to high-net-worth individuals, institutions, and limited partners through separately managed accounts and a pooled private fund. The firm focuses on long-term investments in equity and equity-related securities priced below intrinsic value, supplementing its pooled fund with derivatives and leverage strategies to hedge or enhance returns.

Harrison Lazarus, Jr. is a financial advisor with Harrison Lazarus Advisors, Inc. in San Francisco, CA, holding a Series 65 designation and 18 years of industry experience. He has been with his current firm since 2007. The firm provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities, managing most client assets on a non-discretionary basis with a focus on mutual fund–based asset-class allocations and periodic rebalancing. It is affiliated with a separate CPA/accounting practice operated by the principal, offering tax and accounting services under a separate agreement.

Frank Branson is a financial advisor with Branson Frank A Inc in Burlingame, CA, holding 28 years of industry experience. He has been associated with Duncan & Branson since 1992 and has operated Frank A. Branson Inc. since 1986. Branson Frank A Inc provides investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, and foundations, focusing primarily on portfolio management for individual accounts. The firm emphasizes fundamental security analysis and a buy-and-hold strategy, managing a diversified portfolio of equity securities, ETFs, U.S. government securities, and money market funds.

Josh Schein is a financial advisor at Global Key Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with Global Key Management LLC since 2014. Outside of advisory work, he serves on the advisory board of Lifeboat Ventures, a venture studio focused on disaster mitigation, and holds a general partner stake in Global Key Energy Equipment Fund I, LP, which trades used natural gas compression equipment. Global Key Management provides integrated financial planning and investment management to individuals, families, trusts, and other entities through separately managed account portfolios. The firm employs a statistically driven investment process using proprietary data screening and back-testing, focusing on concentrated long-only models without attempting to time market trends.

Susan Gavrich is a CFP® professional with nine years of industry experience. She is affiliated with MoneyWell, where she has worked since 1998, and also has experience with Seasonal Strategy since 2018. MoneyWell provides discretionary investment management and financial planning primarily to individuals, families, trusts, and pension plans, typically serving clients with $1 million to $7 million in investable assets. The firm employs a lower-volatility “SuperDiversification” approach, using a mix of conventional asset classes and diversifiers, and incorporates a subadvisor arrangement to access specialized strategies for larger accounts.

Suzy Hong is a financial advisor at WealthBoost Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Goodin, MacBride, Squeri & Day, LLP for eight years, as well as for the City & County of San Francisco. WealthBoost Advisors, LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and specialized investment advisory services primarily for individual clients, small business retirement plans, and charitable organizations. The firm uses a tailored, goals-based process focusing on mutual funds, ETFs, model portfolios, and selected sub-advisers, with an emphasis on Modern Portfolio Theory and specialized services including legal qualifications and charitable foundation advisory.

Stephen Catton is a financial advisor at Catton Capital Partners, LLC in San Francisco, CA, with 24 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. He serves on the finance council of Santa Maria Catholic Church in an advisory capacity to assist with budgeting and financial oversight. Catton Capital Partners, LLC provides discretionary asset management, comprehensive portfolio management, and retirement plan consulting for individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-strategy investment approach, combining fundamental, technical, charting, and cyclical analysis, and utilizes a range of instruments and third-party managers tailored to client objectives.

Wanwan Hong is a financial advisor at Asia Global Asset Management, Inc. with 11 years of industry experience. She holds a Series 65 designation and has been with Asia Global Asset Management since 2014. In addition to her advisory role, she operates as a sole proprietor in fixed insurance and indexed annuities sales. Asia Global Asset Management serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing financial planning and facilitating relationships with independent third-party investment managers. The firm emphasizes a data-driven discovery process and relies primarily on outside managers for portfolio management and custody.

Guillaume Decalf is a financial advisor at WE Financial Group with eight years of industry experience. He holds a Series 65 designation and has worked at Oui Financial, Fitbit, and Bluegrasshopper. Outside of his advisory role, he provides product feedback and strategic recommendations for several technology and marketing platforms, including a direct indexing platform and AI meeting script software. WE Financial Group serves individual and high-net-worth clients with discretionary investment management, financial planning, and estate-planning support. The firm uses a blend of fundamental, technical, and cyclical analysis alongside diverse strategies such as tax-loss harvesting and options-based products, and it offers educational seminars for clients and the wider public.

Sherry Karlsson is a financial advisor at Rosenblum Silverman Sutton, Sf Inc in San Francisco, CA, with four years of industry experience. She holds Series 66 and Series 65 designations and previously worked at Minkoff & Associates, Bank of America, N.A., and Merrill. Rosenblum Silverman Sutton, S.F., Inc. provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, and business entities. The firm develops individualized investment plans based on client consultations and document review, employing macroeconomic monitoring and fundamental equity analysis alongside tactical rebalancing and fixed-income selection.

Christopher Caruso is a financial advisor at Veritas Wealth Partners, LLC with 11 years of industry experience. He holds the Series 63, Series 66, and Series 65 designations. Prior to joining Veritas Wealth Partners in 2021, he worked for eight years at Glovista Investments LLC. Veritas Wealth Partners provides discretionary wealth management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm emphasizes asset allocation guided by written Investment Policy Statements and serves a notable non-U.S. client base, addressing foreign-currency and cross-border investment considerations.

Charles Angle is a CFP® with 12 years of industry experience, currently serving as an advisor at Rosenblum Silverman Sutton Sf Inc. His prior roles include positions at Cerity Partners LLC, Summitry, and Bank of the West. Rosenblum Silverman Sutton Sf Inc. provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, and business entities. The firm combines fundamental equity analysis and macroeconomic monitoring with tactical rebalancing and fixed-income selection to develop individualized investment plans tailored to each client’s needs.

Andrew Dodds is a CFA® charterholder with five years of industry experience. He has worked at Crown Oak Advisors since 2020 and previously held positions at Baron Capital Management, Stanford Graduate School of Business, and Dodge and Cox. Crown Oak Advisors provides discretionary investment management and institutional consulting to individuals, trusts, estates, charitable organizations, endowments, and other institutions. The firm employs an equity-focused investment approach that combines fundamental, cyclical, and behavioral finance analysis to identify undervalued businesses for long-term ownership.

Cliff Shum is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Shum Financial Group, Inc. since 2016. He previously operated as a sole proprietor and worked at Girard Securities, Inc. from 2013 to 2017. Outside of his advisory role, he maintains a limited insurance practice. Shum Financial Group serves individuals, businesses, and charitable organizations with portfolio management, financial planning, and retirement plan advisory services. The firm employs a fundamental analysis approach with written investment policies and quarterly reviews, and it is notable for permitting the use of derivatives and margin in separately managed accounts.

Randy Tam is a financial advisor at Beyond Wealth Advisory LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Ameriprise Financial Services, Inc. for 14 years. Outside of advisory roles, he co-owns a tax preparation business with his spouse and serves as an independent insurance agent in South San Francisco. Beyond Wealth Advisory serves individual and high-net-worth clients as well as trusts, pension, and corporate clients. The firm provides discretionary asset management and comprehensive portfolio management alongside standalone financial planning and consulting, employing a range of analytical methods and asset-allocation strategies tailored to client objectives.

Wyatt McGovern is a financial advisor at Lavelle Capital in San Francisco, holding a Series 65 designation with one year of industry experience. His prior work includes positions at Tishman Capital Partners and Bay Equity Home Loans, as well as various roles connected to Columbia University. Lavelle Capital LP provides discretionary investment management to high-net-worth families, corporations, trusts, estates, and charitable organizations. The firm manages approximately $410 million in client assets and offers tailored portfolios, private pooled vehicles, and ancillary services such as family governance and estate pre-administration.

Ryan Beckler is a financial advisor at Verity Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has been with Verity Wealth Advisors since 2022. Verity Wealth Advisors serves primarily individual clients, including high-net-worth and non-HNW households, as well as a limited number of entities such as retirement plans and trust accounts. The firm offers discretionary portfolio management, comprehensive financial planning, and a privates-tracking service, focusing on tailored investment programs implemented largely through index securities and emphasizing fixed-income allocations to manage principal volatility.

Roger Wittlin is a financial advisor at Wittlin Advisory with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including True Capital, Monroe Capital, and PCCP. Wittlin Advisory is a fee-only investment management firm serving high-net-worth individuals, families, and foundations, with a notably international client base. The firm provides discretionary and non-discretionary portfolio management, utilizing fundamental analysis and ongoing monitoring to guide asset allocation, including traditional funds, private placements, and digital assets.

Miho Hatori is a financial advisor at Asset Planning and Protection LLC (APP) with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial from 2013 to 2022. Hatori is also involved in non-variable insurance services through multiple insurance agencies. APP is a small independent registered investment adviser serving 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 analytical methods and focusing on long-term investment strategies.