Charles Angle is a CFP® with 12 years of industry experience, currently serving as an advisor at Rosenblum Silverman Sutton Sf Inc. His prior roles include positions at Cerity Partners LLC, Summitry, and Bank of the West. Rosenblum Silverman Sutton Sf Inc. provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, and business entities. The firm combines fundamental equity analysis and macroeconomic monitoring with tactical rebalancing and fixed-income selection to develop individualized investment plans tailored to each client’s needs.

Andrew Dodds is a CFA® charterholder with five years of industry experience. He has worked at Crown Oak Advisors since 2020 and previously held positions at Baron Capital Management, Stanford Graduate School of Business, and Dodge and Cox. Crown Oak Advisors provides discretionary investment management and institutional consulting to individuals, trusts, estates, charitable organizations, endowments, and other institutions. The firm employs an equity-focused investment approach that combines fundamental, cyclical, and behavioral finance analysis to identify undervalued businesses for long-term ownership.

Cliff Shum is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Shum Financial Group, Inc. since 2016. He previously operated as a sole proprietor and worked at Girard Securities, Inc. from 2013 to 2017. Outside of his advisory role, he maintains a limited insurance practice. Shum Financial Group serves individuals, businesses, and charitable organizations with portfolio management, financial planning, and retirement plan advisory services. The firm employs a fundamental analysis approach with written investment policies and quarterly reviews, and it is notable for permitting the use of derivatives and margin in separately managed accounts.

Randy Tam is a financial advisor at Beyond Wealth Advisory LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Ameriprise Financial Services, Inc. for 14 years. Outside of advisory roles, he co-owns a tax preparation business with his spouse and serves as an independent insurance agent in South San Francisco. Beyond Wealth Advisory serves individual and high-net-worth clients as well as trusts, pension, and corporate clients. The firm provides discretionary asset management and comprehensive portfolio management alongside standalone financial planning and consulting, employing a range of analytical methods and asset-allocation strategies tailored to client objectives.

Ryan Beckler is a financial advisor at Verity Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has been with Verity Wealth Advisors since 2022. Verity Wealth Advisors serves primarily individual clients, including high-net-worth and non-HNW households, as well as a limited number of entities such as retirement plans and trust accounts. The firm offers discretionary portfolio management, comprehensive financial planning, and a privates-tracking service, focusing on tailored investment programs implemented largely through index securities and emphasizing fixed-income allocations to manage principal volatility.

Roger Wittlin is a financial advisor at Wittlin Advisory with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including True Capital, Monroe Capital, and PCCP. Wittlin Advisory is a fee-only investment management firm serving high-net-worth individuals, families, and foundations, with a notably international client base. The firm provides discretionary and non-discretionary portfolio management, utilizing fundamental analysis and ongoing monitoring to guide asset allocation, including traditional funds, private placements, and digital assets.

Miho Hatori is a financial advisor at Asset Planning and Protection LLC (APP) with 19 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial from 2013 to 2022. Hatori is also involved in non-variable insurance services through multiple insurance agencies. APP is a small independent registered investment adviser serving individual investors, including high-net-worth clients, and pension/profit-sharing plans. The firm provides portfolio management, financial planning, consulting, and pension plan services, employing a range of analytical methods and focusing on long-term investment strategies.

Milo Benningfield is a CFP® and holds a Series 65 license with 13 years of industry experience. He has been with Benningfield Financial Advisors, LLC since 2003. Outside of his financial advisory work, he leads a small jazz ensemble that performs locally. Benningfield Financial Advisors provides integrated financial planning and discretionary investment management primarily to high-net-worth individuals, families, pension, and charitable accounts. The firm employs a strategic asset allocation approach, combining passive index and ETF holdings with select active managers, and maintains a small client base to support a tailored service model.

James Sanford is a financial advisor at Balanced Plan Financial Investment Advisors, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at World Equity Group, Inc. and CSP Financial Group LLC. Outside of advisory roles, he has operated as a licensed general contractor and independent insurance agent. Balanced Plan Financial Investment Advisors, Inc. manages approximately $48.8 million for nearly 150 clients, including individuals, high-net-worth clients, small businesses, trusts, and estates. The firm offers tailored investment programs using a combination of fundamental, technical, quantitative, and modern portfolio theory approaches, and may delegate management to sub-advisors or third-party managers.

Alison Van Dyke is a CFP®-certified financial advisor with First and Main Financial, where she has worked since 2016. She holds a Series 63 license and has one year of industry experience. First and Main Financial advises individual clients and revocable trusts, providing financial planning and investment education to pension plan participants. The firm manages discretionary portfolios using primarily mutual funds and ETFs across diverse asset classes, with a long-term investment approach tailored to client-specific factors.

David Ruxin is a financial advisor at Montcalm TCR LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including corporate finance projects for Vibrant Emotional Health. Montcalm TCR LLC provides customized investment management primarily for individuals, trusts, estates, charitable organizations, and business entities. The firm manages both individual accounts and a pooled private investment vehicle, using discretionary, asset-allocation strategies that may include private funds, alternative investments, derivatives, and hedging techniques.

Valerija Martinovic is a financial advisor at Global Key Advisors with Series 63 and Series 65 licenses and two years of industry experience. She has worked at several firms, including Global Insight Advisors and ESG Planning, and has a background that includes roles in various educational institutions. Outside of advisory work, she holds life insurance, mortgage loan origination, and real estate salesperson licenses and is affiliated with Mortgage Magic in Santa Clara, CA. Global Key Advisors provides financial planning and investment management primarily through separately managed accounts branded InsideTrack®. The firm uses statistically driven, nonstandard analysis and proprietary tools to identify risks and opportunities, serving a range of clients from individuals to family offices.

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.

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.

Michael Madsen is a financial advisor at So LLC with a Series 66 designation and less than one year of industry experience. His prior work history includes positions at Equitable Advisors, LLC, and Bull Frog Spas. Silver Oak provides estate and trust planning, standalone financial planning consultations, and portfolio management services for institutions, businesses, startups, families, and individuals. The firm employs a combination of technical, fundamental, and quantitative analysis, including AI-generated signals verified by mathematical models, to guide portfolio construction and management.

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.

Haley Schaffer is a financial advisor at Waypoint West with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at ICONIQ Capital and BlackRock. She also provides part-time consulting for GLG. Waypoint West offers portfolio management and financial planning services, selecting third-party advisers for high-net-worth individuals and pooled investment vehicles. The firm manages a private pooled investment vehicle and employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory in its investment approach.

Scott Stratton is a financial advisor at EHG Wealth Management in San Francisco, CA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments and Camden Capital. EHG Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a tactical asset allocation approach primarily informed by technical analysis and offers discretionary portfolio management alongside hourly financial planning.