Peter Kriss is a financial advisor at Macroclimate LLC with four years of industry experience. He holds a Series 65 designation and has held roles at Geofinancial Analytics, Inc., Qventus, Inc., and Medallia. Outside of advising, Kriss serves as an advisor to Qventus, Inc., helping design analytics products for hospital clients, and is a part owner and board chair of Geofinancial Analytics Canada Corp., a data provider focused on advancing the clean energy transition. Macroclimate provides discretionary investment management and portfolio construction services to individuals, families, donor-advised funds, and nonprofit organizations. The firm employs a long-term, low-cost, passive and factor-based investment approach with an environment-focused ESG strategy, managing approximately $210 million across fewer than 40 client relationships.

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 with Rubric Advisors LLC in San Francisco, holding a Series 65 designation and over 20 years of industry experience. He previously worked at Radiant Global Investors and Axa Investment Managers. Outside of his advisory role, Mr. Prabandham serves on the Board of Directors of the St. Francis Foundation and volunteers with the UC Berkeley SkyDeck program. Rubric Advisors LLC provides discretionary and non-discretionary investment management, digital advisory services, financial planning, and ERISA/OCIO services to individuals, institutions, trusts, and businesses. The firm combines personalized advisor-led portfolio design with automated digital advisory tools and offers institutional clients IPS-driven asset allocation, manager selection, and regular account reviews.

Jacey West is a financial advisor at Westend Capital Management, LLC., holding a Series 66 designation with five years of industry experience. Prior to joining Westend Capital Management in 2023, Jacey worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2019 to 2023 and at Cornerstone Retirement Group, Inc. from 2016 to 2019. Westend Capital Management serves individual and trust clients through separately managed accounts and a privately offered pooled vehicle for accredited investors. The firm employs discretionary portfolio management across multiple mandates and integrates fundamental and technical research, market data, and industry contacts to identify investment opportunities.

James Fitzmaurice is a financial advisor with Marin Bay Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He has been with Marin Bay Wealth Advisors since 2017. Marin Bay Wealth Advisors provides asset management and investment consulting primarily to high net worth individuals, trusts, estates, and charitable organizations. The firm employs a multi-faceted investment approach incorporating fundamental, technical, quantitative, and sector analysis, along with qualitative judgment and third-party manager due diligence.

Ivan Gvardin is a financial advisor at Vega Capital Group LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Keller Williams and as a self-employed professional. Outside of finance, Gvardin works as a personal trainer and social media manager. Vega Capital Group provides discretionary investment management primarily to individual clients, including high net worth individuals, as well as corporations, trusts, estates, and charitable organizations. The firm employs a combination of fundamental and technical analysis with dynamic allocation strategies across equities and fixed income to manage market risk.

Anat Yoder is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Yoder Wealth Management since 2018. She also maintains a role with CommonWealth Financial Network dating back to 2013. Anat acts as a trustee for her firm’s 401(k) plan. Yoder Wealth Management provides discretionary asset management, financial consulting, and fee-only variable annuity sub-account management to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm manages approximately $331 million across 74 client relationships, focusing on customized portfolios with ongoing supervision and a blend of fundamental and technical analysis.

Aaron Leone is a financial advisor with Baker Street Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Baker Street Asset Management since 2018 and previously spent nine years at Raymond James Financial Services Advisors Inc. Outside of his advisory role, he owns and manages rental properties. Baker Street Asset Management provides discretionary portfolio management and financial planning to individuals, institutions, corporations, registered investment advisors, and retirement plans. The firm uses a combination of research and quantitative analysis with fundamental, technical, and cyclical methods to guide asset allocation and security selection, managing portfolios that may include equities, fixed income, mutual funds, ETFs, and more active strategies.

James Licosati is a financial advisor at Alder Capital with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC. Alder Capital is an independent SEC-registered investment adviser serving high-net-worth individuals, family offices, trusts, estates, and institutions. The firm offers discretionary wealth management, comprehensive financial planning, and investment management with an emphasis on broadly diversified, long-term portfolios using various asset types, including ETFs, stocks, bonds, mutual funds, options, and alternatives.

Kevin Yee is a CFP® and holds a Series 65 license, with five years of experience in the financial services industry. He is currently with Brooker Wealth Management and has previously worked at firms including Buckingham Strategic Wealth, Morgan Stanley, and New York Life. Brooker Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth families, trusts, charitable foundations, and employer-sponsored retirement plans. The firm employs a strategy based on Modern Portfolio Theory and strategic asset allocation, utilizing diversified investments primarily through no-load mutual funds, ETFs, bonds, and government securities, with most client accounts managed on a discretionary basis.

Vittorio Fratta is a CFA® charterholder with ten years of industry experience. He has been with Cedar Wealth Management since 2016. Mr. Fratta serves on the Advisory Council of the University of West Florida in Pensacola, FL. Cedar Wealth Management serves primarily individual clients, including high-net-worth individuals, trusts, estates, and retirement plans, managing approximately $417 million across 64 client relationships. The firm emphasizes long-term, globally diversified asset allocation implemented through various investment vehicles, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Samuel Hong is a financial advisor at Asia Global Asset Management, Inc. with 12 years of industry experience. He holds a Series 65 credential and has worked at firms including Liontree Advisors LLC and Molten, Inc., where he currently serves as Head of Growth Strategy. In addition to his advisory role, he operates a part-time independent life and health insurance business outside of securities trading hours. Asia Global Asset Management serves individuals and various institutional clients by providing financial planning and facilitating relationships with third-party investment advisers. The firm does not manage assets directly but focuses on selecting and monitoring independent managers through a structured discovery and review process.

Nicholas Ventimiglio is a financial advisor with Giving Tree Wealth Advisors in San Ramon, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He is a co-founder of Giving Tree Wealth Advisors and has prior experience at Fortune Financial Services, Inc., as well as operating his own advisory firm, Nicholas Ventimiglio, CDFA. Ventimiglio is also involved in developing a financial software company called Trade Wrangler, Inc. Giving Tree Wealth Advisors manages approximately $138 million for about 217 clients, including individuals, qualified retirement plans, and charitable institutions. The firm uses model-based asset allocations with institutional funds, ETFs, separately managed accounts, and third-party money managers, offering discretionary portfolio management and a range of fiduciary and financial planning services.

Thomas Sepull is a financial advisor at Wealth & Tax Planners LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Private Client Services and Mutual Securities, Inc. Outside of advisory services, he owns and operates an insurance business focused on life and long-term care insurance. Wealth & Tax Planners LLC serves individual and high-net-worth clients, small businesses, and retirement plans, managing approximately $75 million across about 250 clients. The firm employs a scientific diversification approach based on Modern Portfolio Theory, offering comprehensive financial planning and portfolio management with both passive and active strategies.

Mark Pingree is a CFP® professional with 11 years of experience in financial advising. He has been with Fog City Advisors, LLC since 2017 and previously worked at Carlson Financial Advisors for one year. Fog City Advisors is a fee-only firm offering holistic financial planning and investment management to individuals, families, trusts, non-profits, and business entities. The firm uses a long-term, strategic asset allocation approach based on Modern Portfolio Theory, employing broadly diversified, low-cost funds with discretionary trading authority to implement agreed investment policies.

Anna Miller is a financial advisor with Certified Planners, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has operated the Law Offices of A. Mari Miller since 1995 and has been with Certified Planners, Inc. since 1994. In addition to her advisory work, she is licensed as an insurance agent and provides insurance sales in conjunction with investment advisory services. Certified Planners, Inc. offers discretionary portfolio management, written financial plans, and consultations for individuals, trusts, estates, corporations, and ERISA retirement plan participants. The firm serves both everyday and higher-net-worth clients, employing a tactical asset allocation strategy with a focus on mutual funds, ETFs, and individual securities, while maintaining fiduciary responsibilities for retirement accounts.

William Browne is a financial advisor at Monetary Management Corporation with 24 years of industry experience. He holds a Series 66 designation and has been with Monetary Management Corp. since 1984. Monetary Management Corporation provides discretionary portfolio management primarily for individual investors, including IRAs, trusts, family limited partnerships, and foundations, with a focus on equities. The firm uses proprietary, earnings-based stock selection formulas and employs strategies such as Multi Cap Earnings Growth and Market Neutral, incorporating short positions and options for hedging and market-neutral approaches.

David Sylvester is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. He is currently with CAVU Wealth Advisors, LLC in Walnut Creek, CA, where he has worked since 2026. Prior to that, he was employed at Blue Trust from 2023 to 2026 and previously at Cavu Wealth Advisors from 2009 to 2023. CAVU Wealth Advisors provides investment management and financial planning primarily to individual clients, including high-net-worth households, as well as small and medium institutional accounts. The firm delivers comprehensive wealth management through a disciplined, Investment Policy Statement–driven process, utilizing broadly diversified portfolios across multiple asset classes with an emphasis on tax-aware strategies and long-term allocation discipline.

Daniel Gannett is a financial advisor with Park Place Wealth Advisors, Inc. in Orinda, CA, holding a Series 66 designation and bringing 19 years of industry experience. His prior roles include positions at Osaic Wealth, Inc. and Securities America, Inc. Outside of his advisory work, he serves as president of the Camp Timberwolf Improvement Committee, a nonprofit scouting wilderness camp board. Park Place Wealth Advisors is a two-advisor firm providing asset management, financial planning, and referrals to third-party money managers for individual and high-net-worth clients. The firm typically manages accounts on a non-discretionary basis, tailoring portfolios using various analytical methods and delivering services through a wrap-fee Wealth Management Platform.

Corey Berla is a CFA charterholder with nine years of experience at Berla Investment Consulting. He has also worked as an Information Systems Analyst for the City of Walnut Creek since 2013, focusing on IT hardware and software related to server infrastructure. Berla Investment Consulting provides fiduciary investment consulting to a select client base including employee benefit plans, foundations, endowments, corporate funds, insurance companies, and high-net-worth individuals. The firm operates as a non-discretionary consultant emphasizing manager evaluation, performance measurement, and investment policy oversight, and it does not accept asset-based fees or manage individual portfolios.