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.

Benjamin Wilson is a financial advisor at Wilson & Boucher Capital Management, LLC with 24 years of industry experience. He has been with the firm since 2005 and holds a Series 65 credential. Outside of his advisory role, he maintains a reserve law-enforcement position and serves as an officer for a small technology start-up. Wilson & Boucher Capital Management primarily serves individual clients, including high-net-worth individuals, as well as trusts and pension plans. The firm manages discretionary portfolios tailored to client-specific risk tolerances and investment objectives, with a focus on fixed-income risk management and documented exposure to digital assets.

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.

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.

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.

Robert Hunter Jr. is a financial advisor with Marin Wealth Advisors LLC in San Rafael, CA, holding a Series 63 designation and 26 years of industry experience. He has been with Marin Wealth Advisors since 2004. Marin Wealth Advisors serves individuals, families, trusts, estates, corporations, non-profits, and retirement plans, managing approximately $76 million across about 94 client relationships. The firm offers discretionary and non-discretionary investment management along with project-based and comprehensive financial planning, focusing on strategic asset allocation combined with individual stock and bond selection in globally diversified portfolios.

Katherine Mc Gee is a financial advisor at Shepherd Street Advisors with two years of industry experience. She holds a Series 65 designation and previously worked at Wells Fargo for 15 years. Shepherd Street Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and charitable organizations. The firm uses a combination of fundamental, technical, and charting analysis to build portfolios from individual equities, mutual funds, ETFs, bonds, and options, and is noted for its use of derivatives and participant account management through third-party platforms.

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.

Heidi Morshead is a financial advisor at Shira Ridge Wealth Management in San Rafael, CA, with 18 years of industry experience. She holds a Series 63 designation and has been with Shira Ridge since 2012. Outside of her advisory role, she is involved in a consulting business related to real estate. Shira Ridge Wealth Management serves individual and high-net-worth clients, as well as small business owners, managing approximately $323 million in discretionary assets. The firm focuses on portfolio management, comprehensive financial planning, and coordinating separate managed accounts, emphasizing diversification, tax-aware strategies, and regular portfolio reviews.

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.

Scott Chapman is a CFA® charterholder with 29 years of industry experience. He is the sole advisor at Chapman Investment Management, LLC, where he has worked since 2013. Prior to that, he spent 16 years at TRAN Capital Management, L.P. Chapman Investment Management provides discretionary portfolio management through separately managed accounts for individuals, trusts, estates, and select institutional clients. The firm employs a long-term, multi-cap investment approach focused on fundamental research, valuation discipline, and businesses with durable competitive advantages, managing approximately $200 million for about 62 clients.

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.

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.

Kian Nobari is the sole advisor at Integrous, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has led Integrous since 2010 and is also the owner of Netaria, Inc., an IT sales and consulting firm. Nobari serves as president, CFO, and secretary of the Far West Roundup nonprofit, is secretary of the San Francisco chapter of the Financial Planning Association, advises and mentors at the Cleantech Open, and teaches financial planning and business development as an adjunct professor at Golden Gate University. Integrous offers fee-based investment advisory, financial planning, and pension consulting services to individuals, business owners, corporate executives, and various entities. The firm’s approach centers on customized investment policy statements, asset allocation modeling, and third-party manager selection, typically operating on a non-discretionary basis, and it also provides accounting, bookkeeping, and tax preparation services alongside its advisory work.