John Friedman is a CFP® professional with 23 years of experience in the financial services industry. He has led John Friedman Financial since 2012, an independent advisory practice based in San Francisco. John Friedman Financial serves individuals, families, and businesses through project-based financial coaching, planning, and education. The firm operates an advice-only model focused on passive, match-the-market investment approaches and supervises third-party money managers without directly managing portfolios or charging percentage-based fees.

Shahram Tajback is a CFA® charterholder with 23 years of industry experience. He has been with Mathematica Capital Management, LLC since 2002 and serves as its sole advisor. Outside of his advisory work, he manages Tajback & Sons LLC, a business involved in leasing an office building. Mathematica Capital Management provides investment advisory services to a select group of high-net-worth individuals, trusts, businesses, and institutional clients. The firm employs a quantitative, model-driven approach focused on short-term trading of highly liquid equities and ETFs, managing both a private pooled vehicle and separately managed accounts.

Kelly Jones is the sole advisor at Kelly Jones Investment Services, Inc., an independent firm based in San Rafael, CA. Holding a Series 66 designation, Jones has 20 years of industry experience and has led the firm since 2007. Kelly Jones Investment Services provides personalized financial planning and discretionary portfolio management to individuals and a range of institutional and corporate clients. The firm employs a core-and-satellite investment approach, combining strategic asset allocation with tactical satellite allocations, and incorporates derivatives strategies such as covered call writing and cash-secured puts to generate income and manage risk.

Paul Lafollette III is a CFP® with 14 years of industry experience, currently serving as the sole advisor at Intelligent Investor Financial Planning, LLC in San Francisco, CA. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2016. Mr. Lafollette holds a California Life and Health insurance license, which he uses exclusively to provide education and advice without earning commissions. Intelligent Investor Financial Planning serves individual clients, including higher-net-worth households, and small businesses by offering comprehensive financial planning and investment consultation across various areas such as retirement, tax, estate, education, and cash-flow analysis. The firm combines a wrap-fee investment program with a core-and-satellite approach to portfolio management predominantly on a non-discretionary basis and provides complimentary educational workshops on personal finance and investing.

Robert Shaye is a CFP® and principal of Fireside Finances with seven years of industry experience. He has worked at FutureAdvisor, Inc. and served in the United States Coast Guard Reserve. Since 2023, he has also been a faculty member at UC Berkeley’s Haas School of Business, teaching personal finance. Fireside Finances provides employee financial wellness programs, public seminars, and hourly financial planning and investment consulting. The firm emphasizes education and consulting without managing client assets, focusing on diversification, low-cost funds, fee minimization, and tax awareness.

Paolo Bernardi is a financial advisor at Paolo Bernardi Advisor, an independent registered investment advisory firm. He holds a Series 65 designation and has three years of industry experience. Prior to founding his firm, he worked at Selezioni Inc for nine years and VinUS Inc for thirteen years. Paolo Bernardi Advisor serves individuals, high-net-worth clients, trusts, estates, and business entities with portfolio management and financial planning services. The firm emphasizes a long-term, fundamentals-driven investment approach supported by macro analysis and selective technical tools, managing client accounts on a non-discretionary basis and providing regular research communications including quarterly reports and weekly email bulletins.

Guy Woolley is the sole advisor at Freedom Capital Management, Inc., an independent firm based in Mill Valley, CA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including 20 years managing assets at Freedom Capital Management. He is also a licensed insurance agent for occasional client needs. Freedom Capital Management serves individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm provides ongoing portfolio management, financial and retirement planning, and tax-aware investing, using a long-term, diversified asset-allocation approach with tactical adjustments based on fundamental, technical, and quantitative analysis.

I'm the founder of Jane Financial in Oakland, CA. I work with tech professionals who need help with their stock options and RSUs. The typical Jane Financial client is a Director or VP in Big Tech or a late-stage startup on the cusp of an IPO. Does this sound like you? "This is my first job in tech, and I don't know what to do with my RSUs" "My company is preparing to IPO. What should I do to get ready?" "How does the tax part work?" "I’m excited but I don't want to blow this opportunity – help!” I help tech professionals figure out when to exercise options, sell shares, and plan for taxes. What’s even more important is deciding what to do with the money. Money is a tool to help you flourish and stay resilient. Financial freedom comes from what you do next. A windfall from stock options and RSUs opens a world of possibilities, which I’ll help you navigate. I'm a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). I previously worked at Aspiriant, a leading independent wealth management firm, serving corporate executives who needed help with their stock options and RSUs. I also have professional experience at the Social Security Administration, and Vanguard. I obtained an AB in Chemistry from Bryn Mawr College, and an MBA in Finance and Economics from the University of Chicago Booth School of Business.

Rania Ghawi is a CFP®-certified financial advisor at Clarity Wealth Partners with two years of industry experience. She has previously worked at Beacon Pointe Advisors, Waypoint Wealth Partners, and Larkspur Financial Advisors. Clarity Wealth Partners is a fee-only registered investment adviser that serves individual and high-net-worth clients through wealth management, portfolio supervision, and comprehensive financial planning. The firm combines passive and active investment strategies, offers socially responsible options, and provides educational seminars and project-based planning.

Christopher Sheehy is a CFP® professional with 11 years of experience in the financial advisory industry. He has worked at Harborlight Investments, LLC since 2017 and previously spent a year with Wynn Capital Management. HarborLight Investments serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management, automated web-based services, financial planning, and consulting, utilizing a range of analytic methods and offering strategies that include margin and derivatives in separately managed accounts.

William Tom is a CFP® professional with 11 years of industry experience, currently affiliated with American Investors Company. He has worked at American Investors Company since 2014 and is also a partner at Mosher Financial Advisors, LLC, where he focuses on financial planning, research, and investment processing. American Investors Company provides investment advisory, financial planning, 401(k) advisory, and asset supervisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm combines advisory and brokerage activities through a multi-advisor structure and manages approximately $578 million in client assets.

Maria Valencia is a Series 65 licensed financial advisor with three years of industry experience, currently serving at Shum Financial Group, Inc. in Alameda, CA. Her prior work includes roles at Brown Sugar Kitchen, Tulane University, and Los Andes University. Shum Financial Group provides fee-based investment management, financial planning, and retirement-plan services to individuals, businesses, and charitable organizations. The firm employs fundamental analysis and documented investment policies to guide portfolio management, offering discretionary and non-discretionary services that include strategies such as option-writing and use of derivatives.

William Catton is a CFA® charterholder with three years of industry experience. He is currently an advisor at Catton Capital Partners, LLC, where he has worked since 2025. Prior to this, he held roles at Bank of America, N.A. and Merrill. Catton Capital Partners, LLC provides discretionary asset management, portfolio management, and retirement plan consulting for individuals, trusts, pension plans, and business entities. The firm employs a range of strategies including fundamental and technical analysis, with investment options spanning equities, fixed income, alternative investments, and more, and maintains a high-touch, concentrated client focus.

Shannon Lemon is a CFP® professional with 14 years of experience at Elmwood Wealth Management in Berkeley, CA, where she has worked since 2012. Elmwood Wealth Management serves individuals, high-net-worth households, trusts, foundations, donor-advised funds, and retirement plans with discretionary and non-discretionary portfolio management and financial planning. The firm employs a total-return, open-architecture investment approach that combines active equity selection, diversified fixed-income allocations, thematic and international exposure, and integrates private fund investments for suitable accredited clients.

Peter Kriss is a financial advisor with Macroclimate LLC in Sausalito, CA, holding a Series 65 credential and five years of industry experience. He has worked with companies including Geofinancial Analytics and Qventus, where he advises on analytics product design and serves as part owner of Geofinancial Analytics Canada Corp., focusing on clean energy transition through geospatial technology. Kriss also contributes to Dimensional Fund Advisors’ Sustainability Council, providing input on sustainability investment solutions. Macroclimate LLC provides discretionary investment management and portfolio supervision primarily for individuals, families, donor-advised funds, and nonprofit organizations. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, emphasizing disciplined asset allocation, low-cost passive and factor-based funds, and an ESG strategy that reduces exposure to fossil fuels and favors sustainable companies.

Daniel Sinton is a financial advisor at Rational Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rational Investment Management since 2012. Rational Investment Management provides discretionary investment supervisory services primarily to individual and high-net-worth clients, focusing on tailored Investment Policy Statements and an investment approach that utilizes institutional asset-class mutual funds and ETFs. The firm manages approximately $351 million in discretionary assets for about 94 clients and serves a range of institutional clients uncommon for firms of its size.

Jackie Kleinman is a CFP® with 10 years of industry experience, currently serving at KB Financial Advisors LLC in San Francisco, CA. She has worked at KB Financial Advisors since 2002. KB Financial Advisors serves individuals, high-net-worth clients, trusts, and estates with investment advisory services and financial planning. The firm offers distinct service models tailored to clients at different stages of wealth, including annual tax-return preparation as part of its service packages.

Harish Prabandham is a financial advisor at Rubric Advisors LLC with Series 65 credentials and over two decades of industry experience, including prior roles at Radiant Global Investors and Axa Investment Managers. He engages in consulting activities related to technology and finance and serves on the Board of Directors of the St. Francis Foundation, as well as volunteering with the UC Berkeley SkyDeck program. Rubric Advisors LLC manages approximately $28.4 million in assets and serves a small client base through discretionary and non-discretionary asset management, financial planning, and institutional advisory services. The firm employs a combined quantitative and fundamental investment approach with access to alternative investments for qualified clients and offers model portfolio licensing, sub-advisory services, and a Digital Advisor platform.

Jacey West is a financial advisor at Westend Capital Management, LLC. with six years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab Bank, Charles Schwab, and Cornerstone Retirement Group, Inc. Westend Capital Management provides discretionary portfolio management to accredited investors through a privately offered pooled vehicle and serves individuals and trusts with separately managed accounts, offering optional financial planning services at no additional charge. The firm employs a long/short, opportunistic equity strategy in its private fund and offers core growth, equity income, or custom mandate portfolios for separate account clients.

James Fitzmaurice is a financial advisor at Marin Bay Wealth Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Marin Bay Wealth Advisors in 2017, he worked at Wells Fargo Clearing, Wells Fargo Investments, and Northern Trust Securities. Marin Bay Wealth Advisors provides asset management and investment consulting primarily to high net worth individuals, trusts, estates, and charitable organizations. The firm employs a comprehensive investment approach that includes fundamental, technical, quantitative, and sector analysis, and is notable for integrating derivatives and options strategies within separately managed accounts.