Michael Hsu is a financial advisor at Asia Global Asset Management, Inc. with 19 years of industry experience. He holds a Series 65 credential and previously worked at Vision Wealth Management, Inc. from 2015 to 2017. Outside of his advisory role, he is the founder and president of the Center for Marketplace Ministries, a nonprofit organization focused on training Christian entrepreneurs. Asia Global Asset Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients by providing financial planning and facilitating co-advisor relationships with independent third-party investment advisers. The firm’s approach centers on aligning client needs and risk tolerance to third-party platforms and model portfolios through non-discretionary advisory support and ongoing oversight.

Erik Wolfers is a CFP® professional with nine years of industry experience, currently serving at First and Main Financial in Piedmont, CA. He has been associated with Wolfers Asset Management since 2001. First and Main Financial manages client assets on a discretionary basis, primarily serving individual investors and revocable trusts. The firm emphasizes long-term diversification and periodic rebalancing using mutual funds, ETFs, and various fixed income options, and also provides comprehensive financial planning and pension plan participant services.

William Wong is a financial advisor at Antigravity Investments with eight years of industry experience and holds a Series 65 designation. He has held roles at Walmart Inc., Vizio Inc., Capital One, and is the Chief Executive Officer of Better, PBC, a research organization focused on life improvement in the wellness industry. Antigravity Investments provides web-based, discretionary asset management services to individual clients through an interactive platform that uses a combination of fundamental, technical, cyclical, and quantitative analysis for security selection. The firm emphasizes an internet-first operating model with automated account alignment and client communication through its app.

Michele Sine is a financial advisor with ImpactAdvisor LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked in real estate with Berkshire Hathaway HomeServices Drysdale Properties since 2017 and Coldwell Banker Residential Brokerage prior to that. In addition to her advisory role, Michele holds a California Real Estate Sales License and occasionally advises clients on property transactions. ImpactAdvisor LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and retirement plans. The firm manages portfolios using a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, offering a range of strategies including separately managed accounts, digital indexing, private placements, and real estate investments.

James Johns is a financial advisor at Vios Asset Management LLC in San Francisco, CA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Vios Asset Management since 2002. Vios Asset Management provides discretionary investment supervisory services to individuals, including high-net-worth clients, retirement plans, foundations, and trusts. The firm applies a $1,000,000 account minimum and manages accounts using a combination of charting, fundamental, and technical analysis, employing both long- and short-term trading tactics along with derivatives and short-selling strategies.

Manuel Apolonio is a CFP®-designated financial advisor at Hanke & Apolonio Wealth Advisors LLC in San Francisco, with 10 years of industry experience. He previously worked at LPL Financial and Hanke & Co. Wealth Management LLC. In addition to his advisory role, he provides life coaching services through his own business, Manuel Raguro Apolonio Life Coaching. Hanke & Apolonio Wealth Advisors is a two-advisor firm offering discretionary asset management and comprehensive financial planning to individual and high-net-worth clients. The firm’s investment process is based on fundamental analysis and tailored client objectives, utilizing a range of strategies including long-term holdings, active trading, and option writing.

Michael Johnson is a CFP® and CFA® with 10 years of industry experience. He has been with Benningfield Financial Advisors, LLC since 2014, where he serves as one of three advisors. Benningfield Financial Advisors provides integrated financial planning and discretionary investment management to high-net-worth individuals and families, as well as pension and charitable accounts. The firm employs a strategic asset allocation approach, combining passive index and ETF investments with select active managers, and manages accounts under limited discretionary authority.

Bruce Leppla is the principal of Leppla Capital Management LLC in San Francisco and holds a Series 65 designation with 14 years of industry experience. He is also a partner at the law firm Lieff Cabraser Heimann & Bernstein LLP, where he provides litigation services. Leppla Capital Management LLC offers discretionary portfolio management and financial planning to individuals, trusts, business entities, and retirement plans. The firm employs a range of investment strategies across multiple asset classes and supports a small client base while managing multi-tens of millions in assets.

Isabella Tam is a Series 65-licensed advisor at Beyond Wealth Advisory LLC with two years of industry experience. She has worked at firms including IEQ Capital, LLC and Fisher Investments. Outside of her advisory role, she is employed in tax preparation at C&R Tam Tax Services. Beyond Wealth Advisory serves individual, high-net-worth, trust, pension, and corporate clients with discretionary asset management and comprehensive financial planning. The firm employs a range of analytical methods and asset allocation strategies tailored to client objectives, managing approximately $73 million for about 87 clients.

Jeremy Bardin is a CFA® charterholder with 23 years of industry experience. He has been with Elevate Capital Management, L.L.C. since 2019 and previously worked at Elevate Wealth Management, L.L.C. from 2016 to 2019. Outside of his advisory role, he serves as CFO and board member of Fourth Pillar, Inc., an alternative health products company. Elevate Capital Management serves individual and high-net-worth clients with tailored portfolio management and documented investment policy statements. The firm employs multiple analytical methods and a long-term trading orientation to manage accounts on a discretionary or non-discretionary basis.

Mark James is a financial advisor at Alexander Beard (USA) Inc. with 13 years of industry experience. He holds a Series 65 designation and has been with Alexander Beard (USA) LLC since 2014. Alexander Beard (USA) Inc. advises individuals, including high-net-worth clients, as well as pension and retirement plan sponsors. The firm provides pension transfer reports, discretionary and limited non-discretionary portfolio management, and retirement-plan consulting, often managing accounts on a discretionary basis with a combination of analytical approaches and third-party sub-advisors.

Kevin Kennedy is a CFP® with 28 years of industry experience and the principal of Kevin Kennedy, LLC, where he has worked since 2004. He also serves on the Board of Directors for Bank of Marin Bancorp. Additionally, he has been employed by the City of Alameda since 2000. Kevin Kennedy, LLC provides comprehensive financial planning and investment advisory services to individuals, pension plans, and not-for-profit organizations, utilizing SEI-managed account programs and model portfolios for asset allocation and investment selection. The firm primarily offers non-discretionary services and focuses on retirement plans and institutional clients.

Brooks Schaffer is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He has worked at Waypoint West, LLC since 2025, following five years at Alkeon Capital Management and four years at BlackRock. Waypoint West provides portfolio management and financial planning services, selecting third-party advisers for clients that include high-net-worth individuals and pooled investment vehicles. The firm manages a private pooled investment vehicle and employs an investment approach combining fundamental, quantitative, and cyclical analysis alongside modern portfolio theory.

Alexander Boeri is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Miller Avenue Advisors LLC since 2021 and previously held positions at Fiduciary Financial Group and Brighton Jones LLC. Miller Avenue Advisors serves individual and high-net-worth clients, small business owners, and qualified retirement plans, providing discretionary asset management, ongoing financial planning, and limited ERISA 3(21) fiduciary services. The firm offers tailored portfolio management with integrated private placement investments and manages approximately $281 million in discretionary assets across a focused client base.

Kurt Rauzi is a financial advisor at Dedicated Capital Advisors, LLC in San Francisco, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including a prior role at Gordian Investments, LLC from 2015 to 2016. Dedicated Capital Advisors primarily serves high-net-worth individuals, their families, and related business entities by providing comprehensive financial planning and investment advisory services. The firm uses a structured four-phase process and typically allocates client assets to independent third-party managers, emphasizing multidisciplinary planning and outsourced portfolio management.

Matthew Lewis is a CFP® and CFA® with 12 years of industry experience. He is currently with TechView Wealth Advisors LLC in San Francisco, where he has worked for nine years. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Enter Capital Group, Inc, and UFuture Investment Group BBVA. TechView Wealth Advisors serves technology employees and founders, private business owners, and clients with cross-border or international financial needs, offering integrated wealth management that combines portfolio management with financial planning. The firm employs a multi-faceted investment approach blending top-down sector analysis, bottom-up fundamental research, and technical analysis, while focusing on clients with global assets and providing tailored operational support.

Evan Ke is a CFA® charterholder with seven years of industry experience. He currently serves as a financial advisor at Van Strum & Towne Inc, where he has worked since 2026. Prior to this, he was with SKBA Capital Management and Nari Suda LLC. Van Strum & Towne primarily serves high net-worth individuals and manages accounts for a variety of clients including trusts, foundations, and pension plans. The firm focuses on fundamental analysis for stock selection, capital preservation, and long-term growth, maintaining generally low portfolio turnover and tailoring asset allocation to client objectives.

Roberto Ventura is a financial advisor at Strong Bridge Advisors LLC with one year of industry experience. He holds a Series 65 designation and has worked in software research and development for investment through his involvement with Tekton Ind Com Ser Ltda since 2019. Prior to that, he spent 20 years at Efix Ltda. Strong Bridge Advisors serves a diverse client base, including high-net-worth individuals, retirement plan participants, privately held corporations, and nonprofit organizations. The firm employs a value-oriented, bottom-up fundamental research process across multiple investment strategies and offers discretionary management alongside educational workshops and tailored financial planning.

Amanda Bearden is a CFP® professional with three years of industry experience, currently advising at Financial Zen in San Francisco, CA. Her prior roles include positions at Pesta & Pesta Wealth Management and Carson Group. Outside of her advisory work, she operates a small photography business. Financial Zen provides financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, managing approximately $167.6 million across about 107 clients with a two-advisor team. The firm’s investment approach centers on passive portfolio construction aligned with Modern Portfolio Theory, supplemented by additional analytical methods and discretionary rebalancing.

Holly Ruxin is a financial advisor at Montcalm TCR LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Montcalm TCR since 2012. Outside of her advisory role, she serves on the Board of Directors of the Crypto Company, where she participates in governance and committee decisions related to compensation, audit, and governance. Montcalm TCR LLC provides customized investment management primarily for individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary, asset-allocation based portfolios using fundamental and technical analysis and also sponsors a private fund focused on early-stage and privately placed securities.