Craig Reisfield is a financial advisor at Ridley Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ridley Asset Management since 2007. In addition to his advisory role, he serves as Co-President of Harriet Brown & Company, Inc., a family-operated licensing business. Ridley Asset Management provides independent investment advisory and portfolio management services to individuals, high net worth clients, families, retirement and pension accounts, trusts, and foundations. The firm employs a multi-asset allocation strategy using primarily exchange-traded funds, notes, and other index-linked securities to pursue tax-efficient, equity-like returns with lower volatility.

Travis Kauzer is the sole advisor at Kauzer Capital Management, LLC, an independent firm based in Walnut Creek, CA. He holds a Series 65 designation and has nine years of industry experience, including prior roles at Fort Point Capital Partners and The Grupe Company. Kauzer Capital Management provides individualized portfolio management to individual and high-net-worth clients, employing a variety of analytical methods and trading strategies. The firm manages accounts on a discretionary basis, utilizing both traditional and higher-risk investment techniques.

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.

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.

Eric Etu is a financial advisor at ETU Financial in Walnut Creek, CA, holding a Series 65 designation. He has less than one year of industry experience and previously worked at firms including SAP Concur and Ocrolus, Inc. Outside of his advisory role, he operates AlwaysOnTax, LLC, a tax-related business. ETU Financial serves individuals, families, self-employed individuals, and small business owners, providing discretionary investment management integrated with tax planning and standalone financial planning. The firm uses a long-term, strategic asset-allocation approach focused on low-cost mutual funds and ETFs, incorporating tax-aware strategies and limited use of individual securities and exchange-listed options governed by written policies.

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.

Julie Brim is a financial advisor at Spiegelman Wealth Management, Inc. in Walnut Creek, CA, with 24 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and Northwestern Mutual in various capacities over a combined 18 years. Spiegelman Wealth Management, Inc. provides personalized investment management and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm employs fundamental analysis and client-specific asset allocation guidelines across a mix of mutual funds, ETFs, individual stocks, and bonds.

Elaine Kwei is a CFA® charterholder with 14 years of industry experience. She is currently an advisor at GKV Capital Management Co Inc and has previously worked at Jefferies & Company, Inc., Meta Platforms, and Lucid Motors. GKV Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients, tailoring portfolios through a combination of top-down macro analysis and bottom-up fundamental research. The firm manages approximately $357 million with a three-advisor team and integrates held-away accounts and estate-planning support using third-party technology.

Stephen Lahl is a financial advisor with Vista Advisor Group, LLC in Walnut Creek, CA. He holds the ChFC® designation and Series 66 license and has nine years of industry experience. Prior to joining Vista Advisor Group in 2020, he worked at Charles Schwab and Charles Schwab Bank from 2017 to 2020, and at Travis Credit Union from 2015 to 2017. He also works as an independent insurance agent. Vista Advisor Group provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, managing over $314 million in client assets. The firm offers comprehensive portfolio management, financial planning, and retirement consulting with a fiduciary, client-centered approach.

Christopher Sheehy is a CFP® with 10 years of industry experience, currently serving at Harborlight Investments, LLC since 2017. Prior to this, he worked at Wynn Capital Management from 2015 to 2016. Harborlight Investments serves individual investors, pension and profit-sharing plans, charitable organizations, and privately held businesses, offering discretionary portfolio management, automated advisory programs, and financial consulting. The firm combines human management with automated model portfolios and employs both long- and short-term trading strategies, with a focus on ETFs and no-load mutual funds.

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.

Corey Casilio is a financial advisor with Casilio Leitch Investments, holding a Series 66 designation and 23 years of industry experience. He has been with Casilio Leitch Investments since 2014, where he works as part of a four-advisor team. Casilio Leitch Investments provides discretionary investment management and integrated financial planning to individuals, trusts, and estates. The firm employs a portfolio construction approach that combines top-down global economic analysis with bottom-up security selection, guided by Modern Portfolio Theory, and serves primarily larger household portfolios with a general account minimum of $1,000,000.

Nathan Sadowski is a financial advisor at Pacific Excel Wealth Advisors, Inc. in Walnut Creek, CA, holding a Series 65 designation with 11 years of industry experience. He previously worked at J.W. Cole Advisors, Inc. for six years and has been associated with Pacific Excel Wealth Advisors since 2013. Nathan is also the owner of Pacific Excel Insurance Services, Inc., an investment-related business offering various insurance products. Pacific Excel Wealth Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, small businesses, trusts, estates, pooled vehicles, and charitable organizations. The firm combines fundamental and technical analysis with diversified investment vehicles and offers tailored service tiers that include advanced planning and portfolio management.

Matthew Coons is a financial advisor at API Capital, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at DWS Group for 11 years. Outside of his advisory role, Coons is an accountant and owner of API Accounting, Tax & Advisory, Inc., and is also a licensed real estate broker, though he does not offer real estate services to clients. API Capital, LLC provides portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a variety of analytical methods and offers discretionary trading authority, combining long-term trading with options strategies, while also delivering financial planning on a fixed-fee or hourly basis.

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 13 years of experience in financial advising. She has been with Elmwood Wealth Management since 2012. Elmwood Wealth Management is a fee-based, SEC-registered advisory firm that serves individuals, trusts, estates, donor-advised funds, and retirement plans. The firm offers discretionary and non-discretionary portfolio management combined with financial planning, employing a total-return, long-term investment approach through actively managed and ETF-based service models.