Kristin Hull is a financial advisor at Nia Impact Capital with eight years of industry experience. She holds a Series 65 credential and has worked at Nia Impact Advisors, LLC since 2017 and Green Alpha Advisors, LLC from 2015 to 2018. Dr. Hull also serves on the Investment Committee of Green Alpha Advisors, LLC for the Nia Global Solutions strategy. Nia Impact Capital provides discretionary portfolio management and financial planning to individual and high-net-worth clients, trusts, nonprofit organizations, registered investment companies, and other financial advisers. The firm employs a gender-lens and thematic investment approach focused on long-term equity holdings and active shareholder engagement.

Katherine Kochounian is a financial advisor at Elevate Capital Management, L.L.C. with one year of experience in the industry. Prior to joining Elevate, she worked at Keller Williams, Gartner, and Aerotek. She is also a licensed Realtor in California and occasionally processes residential real estate transactions for clients. Elevate Capital Management provides portfolio management and investment planning for individual and high-net-worth clients, utilizing a blend of analytical techniques and a generally long-term trading approach across various asset classes. The firm manages client assets primarily on a non-discretionary basis and incorporates client-imposed restrictions into tailored allocations.

Heather Knuff is a CFA® charterholder and principal at Knuff & Company LLC with five years of industry experience. She has worked at Knuff & Company since 2018 and previously spent 19 years at Fiduciary Trust Company. Knuff & Company advises high-net-worth individuals, families, charities, endowments, and an affiliated private pooled investment vehicle. The firm uses a goals-driven asset allocation process with a focus on value-oriented and event-driven strategies, combining discretionary portfolio management through Unified Managed Accounts with private fund management.

Shantnu Chandel is a financial advisor at InverseWealth LLC with one year of industry experience. His prior work includes positions at Block Inc., Facebook/Meta, Google Inc., and PepsiCo. Outside of advising, he is involved in fintech enterprise risk management at Block Inc. InverseWealth LLC provides comprehensive financial planning and discretionary portfolio management to individual and high-net-worth clients, using proprietary quantitative investment models and primarily ETF allocations governed by trend-following rules. The firm emphasizes active management with a focus on model-driven strategies and periodic performance reporting.

Thomas Kopas is a financial advisor at Pring Turner Capital Group with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Pring Turner since 2002. Pring Turner Capital Group provides discretionary and non-discretionary investment management and financial planning to a range of clients including individuals, family trusts, corporations, and plan sponsors. The firm uses an active asset-allocation process based on a proprietary business-cycle framework and focuses on conservative, balanced portfolios emphasizing quality, value, and income.

Ka Ki Leung is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Beyond Financial Services in Fremont, CA. He was previously with Millar Financial Group and has a longstanding affiliation with Raymond James Financial Services, Inc. Beyond his advisory work, Ka Ki Leung is also the president of a support company associated with his firm. Beyond Financial Services provides investment advice and financial planning primarily to individuals and families, including high-net-worth clients and special needs trustees. The firm emphasizes non-discretionary portfolio management and offers estate, charitable gifting, and conservatorship guidance, with a client-centric approach requiring approval before implementing recommendations.

Marte Werner is a financial advisor at NWK Group in San Francisco, CA, holding a Series 63 designation with 21 years of industry experience. She has been with NWK Group since 2002 and is a 50% owner of the firm. NWK Group serves individual and high-net-worth clients, as well as pension, profit-sharing plans, and non-profit organizations, providing investment supervisory services, institutional consulting, financial planning, and cash-management advice. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis in its portfolio management and emphasizes performance reporting and peer comparisons in client communications.

Stephanie Lee is a CFP® and holds a Series 65 license with 17 years of industry experience. She has been with East Rock Financial Services, LLC since 2008. Outside of her financial advisory role, she is also a musician, performing under her own name. East Rock Financial Services provides investment management and financial planning to individuals, high-net-worth clients, trusts, and estates, with a focus on asset allocation, diversification, and periodic rebalancing. The firm dedicates significant time to comprehensive financial planning and employs fixed-fee planning engagements, serving a small client roster with approximately $111 million in discretionary assets under management.

Angelica Kangas is a Certified Financial Planner® with 16 years of industry experience, currently serving at Certified Planners, Inc. in San Ramon, CA. She holds a Series 65 license and has been with the firm since 1995. In addition to her advisory role, she is individually licensed as an insurance agent and provides insurance sales alongside investment advisory services. Certified Planners, Inc. offers discretionary portfolio management through its AIM program, financial planning, and consultations to individuals, trusts, estates, corporations, and ERISA retirement plan participants. The firm employs a tactical asset allocation approach with daily monitoring and serves both everyday and high-net-worth clients.

Anthony Pontes is the sole advisor at Marathon Retirement Planning in Dublin, CA, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Arkadios Capital and Investment Architects, Inc. Pontes is also a licensed insurance agent and serves as a trustee of a family estate. Marathon Retirement Planning primarily serves individual investors along with qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management and comprehensive financial planning, often incorporating third-party money managers and insurance products.

Amber Jenkins is a Series 65-licensed financial advisor at Secure Retirement Financial & Insurance Services Corp. with two years of industry experience. Her prior work includes roles at Sieva Networks and ongoing service within the Secure Retirement Financial firms since 2017. Secure Retirement Financial & Insurance Services Corp. manages approximately $92.4 million for a range of clients including individuals, pensions, trusts, and charitable organizations. The firm offers actively managed investment strategies tailored to clients’ goals and risk tolerance, with a focus on portfolio management, financial planning, and retirement account advice.

James Salter is a financial advisor at Blossom Wealth Management, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Blossom Wealth Management since 2009, following nine years at KW Securities Corporation. In addition to his advisory role, Salter is an independent insurance agent specializing in term and life insurance products. Blossom Wealth Management provides discretionary portfolio management, financial planning, retirement plan consulting, and multi-generation family office services to individuals, families, corporations, retirement plans, and charitable institutions. The firm manages a substantial asset base with a small team, employing a range of investment strategies including ETFs, mutual funds, and options, while also offering tailored financial planning and family office services.

Robert Lee is a financial advisor at Blueprint Investing LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Blueprint Investing since 2009. Blueprint Investing LLC provides discretionary investment management and wealth management services to individuals, high-net-worth clients, trusts, estates, and individual retirement plan participants. The firm employs a long-term, asset-allocation approach emphasizing broad diversification, primarily using index and passively managed mutual funds and ETFs, and incorporates independent sub-advisers and private fund investments for qualified clients.

Richard Morey is a financial advisor with Secure Retirement Financial & Insurance Services Corp. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Secure Retirement Financial & Insurance Services Corp. since 2004. In addition to his advisory role, he is a licensed insurance agent offering insurance products such as annuities, long-term care, and life insurance. Secure Retirement Financial & Insurance Services Corp. manages approximately $92.4 million for individuals, pensions, trusts, and charitable organizations, providing portfolio management, financial planning, and retirement account advice. The firm offers actively managed investment strategies tailored to clients’ goals and risk tolerance and operates a referral program for independent advisers.

Michael Hsu is a financial advisor at Asia Global Asset Management, Inc. with 19 years of industry experience. He holds a Series 65 credential and previously worked at Vision Wealth Management, Inc. from 2015 to 2017. Outside of his advisory role, he is the founder and president of the Center for Marketplace Ministries, a nonprofit organization focused on training Christian entrepreneurs. Asia Global Asset Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients by providing financial planning and facilitating co-advisor relationships with independent third-party investment advisers. The firm’s approach centers on aligning client needs and risk tolerance to third-party platforms and model portfolios through non-discretionary advisory support and ongoing oversight.

Erik Wolfers is a CFP® professional with nine years of industry experience, currently serving at First and Main Financial in Piedmont, CA. He has been associated with Wolfers Asset Management since 2001. First and Main Financial manages client assets on a discretionary basis, primarily serving individual investors and revocable trusts. The firm emphasizes long-term diversification and periodic rebalancing using mutual funds, ETFs, and various fixed income options, and also provides comprehensive financial planning and pension plan participant services.

Jarrett Brady is a financial advisor at Pursue Wealth Partners, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Kingswood Capital Partners, J Alden Associates Inc., and Raymond James & Associates. He is also CEO of White Rabbit Cap, Inc., an entity related to Pursue Wealth Partners for legal and accounting purposes. Pursue Wealth Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $243 million in assets, offering customized, primarily long-term investment strategies that incorporate fundamental and technical analysis, using a range of investment vehicles including mutual funds, ETFs, equities, bonds, options, and alternative investments.

Faraz Sattar is a financial advisor with Accretive Wealth Management, LLC in San Ramon, CA. He holds a Series 65 designation and has 13 years of industry experience, having been with Accretive Wealth Management since 2012. Accretive Wealth Management provides investment management, financial planning, and pension consulting to individuals, including high-net-worth clients, as well as small business and institutional clients. The firm uses multiple methods of analysis and manages exposure across public and private markets, with a particular focus on private placements, private equity, private real estate, private debt, hedge funds, REITs, and qualified opportunity zone investments.

James Johns is a financial advisor at Vios Asset Management LLC in San Francisco, CA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Vios Asset Management since 2002. Vios Asset Management provides discretionary investment supervisory services to individuals, including high-net-worth clients, retirement plans, foundations, and trusts. The firm applies a $1,000,000 account minimum and manages accounts using a combination of charting, fundamental, and technical analysis, employing both long- and short-term trading tactics along with derivatives and short-selling strategies.

Manuel Apolonio is a CFP®-designated financial advisor at Hanke & Apolonio Wealth Advisors LLC in San Francisco, with 10 years of industry experience. He previously worked at LPL Financial and Hanke & Co. Wealth Management LLC. In addition to his advisory role, he provides life coaching services through his own business, Manuel Raguro Apolonio Life Coaching. Hanke & Apolonio Wealth Advisors is a two-advisor firm offering discretionary asset management and comprehensive financial planning to individual and high-net-worth clients. The firm’s investment process is based on fundamental analysis and tailored client objectives, utilizing a range of strategies including long-term holdings, active trading, and option writing.