Juliana Moravy is a CFP® professional with three years of industry experience, currently serving at Elmwood Wealth Management in Piedmont, CA. She has been with Elmwood Wealth Management since 2014, including its current team structure since 2023. Elmwood Wealth Management is a fee-based, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and various account types. The firm employs a total-return, long-term investment philosophy with both actively managed and ETF-based strategies, integrating ongoing financial planning with portfolio construction and offering specialized tax coordination and retirement plan advisory services.

Brian Kavanaugh is a financial advisor at Archvest Wealth Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archvest since 2021. Prior to joining Archvest, he was involved in acting and coaching from 2019 to 2021 and has performed occasionally on television. Archvest Wealth Advisors serves individuals, including high-net-worth and ultra-high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, investment management, retirement plan advisory, and family office services, managing approximately $330 million in client assets as of December 31, 2024.

B. Brose is a financial advisor with Integrity Wealth Partners, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Integrity Wealth Partners since 2013 and serves as managing partner of Bromari, LLC. Integrity Wealth Partners advises individuals, trusts, pension and profit-sharing plans, and business entities, providing discretionary asset management, financial planning, and retirement plan consulting. The firm emphasizes tailored portfolio supervision with quarterly reviews and employs a range of investment strategies, including option strategies and margin use, while also managing held-away accounts through a third-party platform.

Sumeet Ganju is a financial advisor at InverseWealth LLC with one year of industry experience. He holds the Series 65 designation. Prior to joining InverseWealth, he worked in various roles including positions at Draft.co dba Contentfly Inc and Mixmax. InverseWealth LLC provides financial planning and discretionary portfolio management services to individual and high-net-worth clients. The firm uses proprietary quantitative investment models and typically implements portfolios with ETFs, employing trend-following rules and active management strategies.

Stuart Park is a financial advisor at Park, Miller, LLC with 28 years of industry experience. He holds a Series 65 designation and has been with Park, Miller since 2008. In addition to his advisory role, he is involved in an insurance brokerage working with various carriers. Park, Miller, LLC serves individuals, including high-net-worth clients, as well as institutional and fiduciary clients such as pension plans, trusts, and charitable organizations. The firm focuses on discretionary portfolio management and offers financial planning and consulting services tailored to client objectives using a variety of investment strategies and vehicles.

Jill Shibuya is a CFP® with seven years of industry experience, currently serving as an advisor at Archvest Wealth Advisors, Inc. in Concord, CA, where she has worked since 2017. Prior to joining Archvest, she was self-employed from 2014 to 2018. Archvest Wealth Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and a private fund. The firm offers financial planning, investment management, retirement plan advisory, and family office services, managing approximately $330 million in client assets as of December 31, 2024. Their investment approach involves tailored portfolios using fundamental and cyclical analysis with ongoing monitoring and quarterly reviews.

Amie Shapiro is a financial advisor at Lula Financial in Oakland, CA, holding a Series 65 credential with five years of industry experience. Prior to her advisory role, she worked at Sephora and Starbucks Coffee Company for a combined total of over 20 years. Outside of advising, she is involved in hospitality and retail sales ventures. Lula Financial provides financial planning and portfolio management services to individual clients, including high-net-worth individuals, using a fee structure that includes fixed, hourly, and subscription arrangements. The firm emphasizes passive investment strategies with index funds and ETFs and operates primarily on a non-discretionary basis.

Angela Thorstenson is a financial advisor at Naylor & Company with a Series 65 designation and two years of industry experience. She has been with Naylor & Company Investments, LLC since 2021. Prior to her advisory role, she worked in social services and education sectors. Naylor & Company provides investment advice, portfolio management, and financial planning to individuals, high-net-worth clients, families, pension and profit-sharing plans, and businesses. The firm’s investment approach combines fundamental and technical analysis, with portfolios tailored to client objectives and a focus on small- and mid-capitalization and cyclical companies.

John Goldberg is a CFA® charterholder with 25 years of industry experience. He has led Goldberg Advisers, LLC since 1999. Goldberg is based in Piedmont, CA, and works as part of a four-advisor team at Capital Trust Advisors. Capital Trust Advisors serves individual and high-net-worth clients, as well as institutional entities including trusts, estates, pension, and charitable organizations. The firm provides discretionary wealth management and financial planning, managing portfolios across equity, fixed-income, and balanced strategies using a combination of fundamental, technical, and cyclical analysis.

Stephanie Fisher is a Series 65-licensed advisor at Shum Financial Group, Inc. in Alameda, CA, with three years of industry experience. She previously worked at Jack Brain & Associates for 15 years before joining Shum Financial Group. 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 policies to guide investment decisions and offers both discretionary and non-discretionary portfolio management.

Phillip Rice is a financial advisor at Insight Capital Management with five years of industry experience. He holds a Series 65 designation and has been with Insight Capital Management since 2012. The firm serves individual and high-net-worth clients, as well as trusts, foundations, and other entities, managing approximately $330 million across about 374 client relationships. Insight Capital Management provides discretionary and non-discretionary portfolio management, financial planning, and educational workshops, tailoring investment recommendations to clients’ goals and risk tolerance using a combination of fundamental and technical analysis.

Eric Wheeler is a CFA® charterholder with 10 years of industry experience. He has been operating independently since 2015 and is currently affiliated with First and Main Financial in Piedmont, CA. First and Main Financial manages client assets on a discretionary basis, primarily serving individual investors and revocable trusts. The firm emphasizes long-term diversification using mutual funds, ETFs, and various fixed income options, and provides comprehensive financial planning along with pension plan participant services.

Sergio Rivera Vazquez is a financial advisor at Veraz Advisors with 12 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Edward Jones, Morgan Stanley Smith Barney LLC, Veq Capital, and Petro Equity Partners. Veraz Advisors manages approximately $110 million for about 150 individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and consulting. The firm customizes investment strategies using equities, ETFs, and fixed-income securities, applying multiple analytical approaches while conducting ongoing account reviews and coordinating with sub-advisors or third-party managers as needed.

Marvin Shiue is a financial advisor with Asia Global Asset Management, Inc., holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Asia Global Asset Management since 2009. Outside of his advisory role, he is involved in selling fixed life insurance policies. Asia Global Asset Management provides financial planning and facilitates the selection and monitoring of third-party investment advisers for individuals, pension plans, trusts, and other entities. The firm relies primarily on outside managers for portfolio management and emphasizes a discovery process to align client goals with suitable advisers.

George Berla is a CFA® charterholder and principal at Berla Investment Consulting with over 40 years of industry experience. He previously operated as a sole proprietor under the name George Alexander Berla DBA Berla Investment Consulting before the firm’s reorganization in 2026. In addition to his advisory work, he maintains part-time public sector employment in information systems. Berla Investment Consulting provides investment consulting to institutional clients and high-net-worth individuals, focusing on investment policy, asset allocation, and manager evaluation. The firm delivers non-discretionary advice without managing client accounts or participating in wrap fee programs, and it distinguishes itself by using negotiated fixed or hourly fees rather than percentage-of-AUM charges.

Janine Keeperman is a CFP® with 17 years of experience in financial advising. She is currently with Gebhardt Group, Inc., having held prior roles at Integrity Alliance, LLC, Summit Financial Group, and Ameriprise Financial Services, Inc. Gebhardt Group provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, managing approximately $346 million across three advisors. The firm employs an actively managed, trend-oriented "Protected Growth" strategy combined with a proprietary four-step planning process that includes behavioral assessments.

Noah Intara is a financial advisor at MultiPolar Capital LLC with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Graphene Capital LLC, SB Value LP, SB Value Partners, Config 27 LLC, and Zoku Inc. since 2014. MultiPolar Capital LLC is a fee-only investment adviser based in California that provides fully discretionary portfolio management to individuals, trusts, and legal entities. The firm manages client assets using a single high-conviction, concentrated multi-asset-class strategy called the MultiPolar Portfolio, which incorporates fundamental, thematic, and quantitative research.

John Collet IV is a Series 65 registered advisor at Simple Life Financial in El Cerrito, CA, with less than one year of industry experience. His work background includes roles at Domino's, Target, and California State University-Chico. Simple Life Financial provides investment advisory and financial planning services to individuals, families, small businesses, and related entities, with a focus on multi-generational households. The firm offers tailored investment management, financial planning, cash-flow and liquidity planning, and wealth coordination through collaboration with clients’ attorneys, accountants, and other professionals.

Scott Dawson is a CFP® with 24 years of industry experience currently with American Investors Company. He has been affiliated with American Investors Company since 2001 and also serves as a partner and planner at Mosher Financial Advisors, LLC. Outside of investment advisory, he is a licensed insurance agent. American Investors Company provides investment advisory, financial planning, 401(k) advisory, and asset supervisory services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines advisory and brokerage activities within a multi-advisor structure and manages approximately $578 million in client assets.

Robert Gillooly is a CFA® charterholder with 13 years of industry experience, currently serving at Elmwood Wealth Management since 2012. He is based in Berkeley, CA, and is part of a four-advisor team. Elmwood Wealth Management is a fee-based, SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and various types of accounts. The firm offers discretionary and non-discretionary portfolio management alongside financial planning, employing a total-return, long-term investment philosophy through actively managed and Core ETF-based service models.