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.

Guy Woolley is the sole advisor at Freedom Capital Management, Inc., an independent firm based in Mill Valley, CA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including 20 years managing assets at Freedom Capital Management. He is also a licensed insurance agent for occasional client needs. Freedom Capital Management serves individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm provides ongoing portfolio management, financial and retirement planning, and tax-aware investing, using a long-term, diversified asset-allocation approach with tactical adjustments based on fundamental, technical, and quantitative analysis.

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.

Rania Ghawi is a CFP®-certified financial advisor at Clarity Wealth Partners with two years of industry experience. She has previously worked at Beacon Pointe Advisors, Waypoint Wealth Partners, and Larkspur Financial Advisors. Clarity Wealth Partners is a fee-only registered investment adviser that serves individual and high-net-worth clients through wealth management, portfolio supervision, and comprehensive financial planning. The firm combines passive and active investment strategies, offers socially responsible options, and provides educational seminars and project-based planning.

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® professional with 11 years of experience in the financial advisory industry. He has worked at Harborlight Investments, LLC since 2017 and previously spent a year with Wynn Capital Management. HarborLight Investments serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management, automated web-based services, financial planning, and consulting, utilizing a range of analytic methods and offering strategies that include margin and derivatives in separately managed accounts.

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 at Casilio Leitch Investments with 23 years of industry experience. He holds a Series 66 designation and has been with Casilio Leitch Investments since 2014. The firm provides discretionary investment management and integrated financial planning to individuals, trusts, and estates. Their approach combines top-down global economic analysis with bottom-up security evaluation, guided by Modern Portfolio Theory, and serves primarily larger household portfolios through a general account minimum.

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 14 years of experience at Elmwood Wealth Management in Berkeley, CA, where she has worked since 2012. Elmwood Wealth Management serves individuals, high-net-worth households, trusts, foundations, donor-advised funds, and retirement plans with discretionary and non-discretionary portfolio management and financial planning. The firm employs a total-return, open-architecture investment approach that combines active equity selection, diversified fixed-income allocations, thematic and international exposure, and integrates private fund investments for suitable accredited clients.

Peter Kriss is a financial advisor with Macroclimate LLC in Sausalito, CA, holding a Series 65 credential and five years of industry experience. He has worked with companies including Geofinancial Analytics and Qventus, where he advises on analytics product design and serves as part owner of Geofinancial Analytics Canada Corp., focusing on clean energy transition through geospatial technology. Kriss also contributes to Dimensional Fund Advisors’ Sustainability Council, providing input on sustainability investment solutions. Macroclimate LLC provides discretionary investment management and portfolio supervision primarily for individuals, families, donor-advised funds, and nonprofit organizations. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, emphasizing disciplined asset allocation, low-cost passive and factor-based funds, and an ESG strategy that reduces exposure to fossil fuels and favors sustainable companies.

Daniel Sinton is a financial advisor at Rational Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rational Investment Management since 2012. Rational Investment Management provides discretionary investment supervisory services primarily to individual and high-net-worth clients, focusing on tailored Investment Policy Statements and an investment approach that utilizes institutional asset-class mutual funds and ETFs. The firm manages approximately $351 million in discretionary assets for about 94 clients and serves a range of institutional clients uncommon for firms of its size.

Jackie Kleinman is a CFP® with 10 years of industry experience, currently serving at KB Financial Advisors LLC in San Francisco, CA. She has worked at KB Financial Advisors since 2002. KB Financial Advisors serves individuals, high-net-worth clients, trusts, and estates with investment advisory services and financial planning. The firm offers distinct service models tailored to clients at different stages of wealth, including annual tax-return preparation as part of its service packages.

Harish Prabandham is a financial advisor at Rubric Advisors LLC with Series 65 credentials and over two decades of industry experience, including prior roles at Radiant Global Investors and Axa Investment Managers. He engages in consulting activities related to technology and finance and serves on the Board of Directors of the St. Francis Foundation, as well as volunteering with the UC Berkeley SkyDeck program. Rubric Advisors LLC manages approximately $28.4 million in assets and serves a small client base through discretionary and non-discretionary asset management, financial planning, and institutional advisory services. The firm employs a combined quantitative and fundamental investment approach with access to alternative investments for qualified clients and offers model portfolio licensing, sub-advisory services, and a Digital Advisor platform.

Jacey West is a financial advisor at Westend Capital Management, LLC. with six years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab Bank, Charles Schwab, and Cornerstone Retirement Group, Inc. Westend Capital Management provides discretionary portfolio management to accredited investors through a privately offered pooled vehicle and serves individuals and trusts with separately managed accounts, offering optional financial planning services at no additional charge. The firm employs a long/short, opportunistic equity strategy in its private fund and offers core growth, equity income, or custom mandate portfolios for separate account clients.