Ivan Gvardin is a financial advisor at Vega Capital Group LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Keller Williams and as a self-employed professional. Outside of finance, Gvardin works as a personal trainer and social media manager. Vega Capital Group provides discretionary investment management primarily to individual clients, including high net worth individuals, as well as corporations, trusts, estates, and charitable organizations. The firm employs a combination of fundamental and technical analysis with dynamic allocation strategies across equities and fixed income to manage market risk.

Aaron Leone is a financial advisor with Baker Street Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Baker Street Asset Management since 2018 and previously spent nine years at Raymond James Financial Services Advisors Inc. Outside of his advisory role, he owns and manages rental properties. Baker Street Asset Management provides discretionary portfolio management and financial planning to individuals, institutions, corporations, registered investment advisors, and retirement plans. The firm uses a combination of research and quantitative analysis with fundamental, technical, and cyclical methods to guide asset allocation and security selection, managing portfolios that may include equities, fixed income, mutual funds, ETFs, and more active strategies.

Brian Proses is a CFP® professional affiliated with Rational Investment Management, LLC in Mill Valley, CA, with 12 years of industry experience. He has owned and operated Charles W. Proses Accountancy Corporation since 2002, providing accountancy services as a CPA. Rational Investment Management offers discretionary investment supervisory services primarily to individual and high-net-worth clients, managing approximately $402.6 million. The firm also serves select non-retail entities and implements client-specific investment plans mainly using institutional mutual funds and ETFs.

James Licosati is a financial advisor at Alder Capital with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC. Alder Capital is an independent SEC-registered investment adviser serving high-net-worth individuals, family offices, trusts, estates, and institutions. The firm offers discretionary wealth management, comprehensive financial planning, and investment management with an emphasis on broadly diversified, long-term portfolios using various asset types, including ETFs, stocks, bonds, mutual funds, options, and alternatives.

Samuel Hong is a financial advisor at Asia Global Asset Management, Inc. with 12 years of industry experience. He holds a Series 65 credential and has worked at firms including Liontree Advisors LLC and Molten, Inc., where he currently serves as Head of Growth Strategy. In addition to his advisory role, he operates a part-time independent life and health insurance business outside of securities trading hours. Asia Global Asset Management serves individuals and various institutional clients by providing financial planning and facilitating relationships with third-party investment advisers. The firm does not manage assets directly but focuses on selecting and monitoring independent managers through a structured discovery and review process.

Mark Pingree is a CFP® professional with 11 years of experience in financial advising. He has been with Fog City Advisors, LLC since 2017 and previously worked at Carlson Financial Advisors for one year. Fog City Advisors is a fee-only firm offering holistic financial planning and investment management to individuals, families, trusts, non-profits, and business entities. The firm uses a long-term, strategic asset allocation approach based on Modern Portfolio Theory, employing broadly diversified, low-cost funds with discretionary trading authority to implement agreed investment policies.

Mark Flowers is a CFP® with 15 years of industry experience, currently serving as an advisor at Private Portfolios, Inc. in San Mateo, CA. He has worked with Private Portfolios, Inc. since 2012 and previously with Securities America, Inc. He participates in a collaborative networking group focused on financial issues related to divorce and leads regional divorce workshops offering general financial planning guidance. He also operates a sole proprietorship providing financial analyses and consulting services for clients undergoing divorce. Private Portfolios, Inc. provides fee-based investment advisory and financial planning services to individuals, trusts, pension plans, and corporate entities, with a focus on diversified portfolio management using tailored asset allocation strategies. The firm offers discretionary account management through a sponsored wrap-fee Wealth Management Platform and operates educational workshops, including a structured divorce workshop integrating financial, legal, and therapeutic modules.

William Browne is a financial advisor at Monetary Management Corporation with 24 years of industry experience. He holds a Series 66 designation and has been with Monetary Management Corp. since 1984. Monetary Management Corporation provides discretionary portfolio management primarily for individual investors, including IRAs, trusts, family limited partnerships, and foundations, with a focus on equities. The firm uses proprietary, earnings-based stock selection formulas and employs strategies such as Multi Cap Earnings Growth and Market Neutral, incorporating short positions and options for hedging and market-neutral approaches.

Daniel Gannett is a financial advisor with Park Place Wealth Advisors, Inc. in Orinda, CA, holding a Series 66 designation and bringing 19 years of industry experience. His prior roles include positions at Osaic Wealth, Inc. and Securities America, Inc. Outside of his advisory work, he serves as president of the Camp Timberwolf Improvement Committee, a nonprofit scouting wilderness camp board. Park Place Wealth Advisors is a two-advisor firm providing asset management, financial planning, and referrals to third-party money managers for individual and high-net-worth clients. The firm typically manages accounts on a non-discretionary basis, tailoring portfolios using various analytical methods and delivering services through a wrap-fee Wealth Management Platform.

Anita Chan is a financial advisor at Garhwal, Chan & Williams Inc. with 23 years of industry experience. She holds a Series 65 credential and is a co-founder and partner of a certified public accounting firm that provides business management, consulting, accounting, estate planning, and tax preparation services. Ms. Chan also co-founded Garhwal, Chan & Williams Family Office. Garhwal, Chan & Williams serves a small, primarily high-net-worth client base, including individuals, trusts, closely held businesses, and certain ERISA plans. The firm’s investment approach focuses on long-term, asset-class investing through broadly diversified passive exposures, avoiding active market timing or frequent trading, and has a notable affiliation with a CPA practice that offers complementary tax and estate planning services.

Declan Wolfe is a financial advisor at Abra Capital Management, LP with one year of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and First Republic Bank. Abra Capital Management, LP provides portfolio management and advisory services focused on Digital Assets to individuals, trusts, family offices, and institutions through separately managed accounts and pooled investment vehicles. The firm’s investment approach includes yield-generating strategies such as staking, lending via decentralized applications, and automated market-making, with attention to protocol and counterparty risks.

Elyse Sanchez is a Certified Financial Planner (CFP®) with 10 years of industry experience. She has worked at Shum Financial Group, Inc. since 2016 and previously spent a year at Girard Securities, Inc. She holds a Series 66 license and is based in Alameda, CA. Shum Financial Group serves individuals, businesses, and charitable organizations with fee-based investment management, financial planning, and retirement-plan services. The firm employs fundamental analysis and documented investment policy statements in its investment decisions and offers both discretionary and non-discretionary portfolio management, including managed variable annuity and variable life accounts.

Jarrett Topel is a CFP® with 26 years of industry experience. He is a principal at Topel & DiStasi Wealth Management, LLC, where he has worked since 2017, following eight years at LPL Financial. In addition to his advisory role, he dedicates part of his time to non-variable insurance, including long-term care and group health. Topel & DiStasi Wealth Management serves individual and high-net-worth clients with asset management, comprehensive portfolio management, and standalone financial planning. The firm manages approximately $300 million on a discretionary basis, employing model allocations that range from conservative to aggressive and offering broad financial planning services beyond typical retail offerings.

Vanessa Donaville is a financial advisor with In Touch Financial Services in Oakland, CA, holding a Series 63 designation and 28 years of industry experience. She has been with In Touch Financial Services since 2010. Outside of her advisory role, she is involved as a licensed real estate broker and mortgage originator. In Touch Financial Services provides investment advisory and financial planning services for individuals, trusts, estates, corporate pension plans, charitable organizations, and small businesses. The firm uses a combination of fundamental, technical, and cyclical analysis to create personalized asset allocations and manages approximately $87.5 million across about 290 client accounts.

Antonio Kwan is a financial advisor at AK Global Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with AK Global Asset Management since 2005. AK Global Asset Management provides personalized portfolio management primarily to individual and high-net-worth clients, managing approximately $117.8 million in discretionary assets. The firm uses a combination of fundamental and technical analysis and employs both discretionary and non-discretionary services, with an investment approach that includes margin use and a concentrated client base.

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.

Jason Draut is a CFP® with 11 years of industry experience, currently serving as an advisor at Harborlight Investments, LLC since 2016. Prior to this, he worked at Wynn Capital Management from 2014 to 2016. Harborlight Investments serves individual investors, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm combines discretionary portfolio management with an automated advisory program, focusing on ETFs and no-load mutual funds, and employs both long- and short-term trading strategies alongside pension consulting services.

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.