Robert Lee is a financial advisor at Blueprint Investing LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Blueprint Investing since 2009. Blueprint Investing LLC provides discretionary investment management and wealth management services to individuals, high-net-worth clients, trusts, estates, and individual retirement plan participants. The firm employs a long-term, asset-allocation approach emphasizing broad diversification, primarily using index and passively managed mutual funds and ETFs, and incorporates independent sub-advisers and private fund investments for qualified clients.

Joel Stilwell is a financial advisor at Rosenblum Silverman Sutton SF, Inc. in San Francisco, holding a Series 65 credential with two years of industry experience. He has been with Rosenblum Silverman Sutton since 2013. Rosenblum Silverman Sutton provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, and business entities. The firm emphasizes individualized investment plans based on client risk tolerance, time horizon, liquidity, and tax considerations, using macroeconomic monitoring and fundamental equity analysis as part of its approach.

Michael Hsu is a financial advisor with Asia Global Asset Management, Inc. in Alameda, CA, holding a Series 65 designation and 18 years of industry experience. He has worked at Asia Global Asset Management since 2007 and was previously with Vision Wealth Management, Inc. from 2015 to 2017. Outside of his advisory role, Hsu is the founder and president of the Center for Marketplace Ministries, a nonprofit organization that trains Christian entrepreneurs. Asia Global Asset Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning and facilitating relationships with independent third-party investment advisers. The firm emphasizes a data-gathering process to assess client goals and risk tolerance and relies primarily on outside managers for portfolio management and custody.

Michael Zaidlin is the principal advisor at Madrone Investment Advisory, LLC in San Rafael, CA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has operated Madrone Investment Advisory since 2009 and concurrently maintains a law practice under the Law Offices of Michael H. Zaidlin since 2006. Madrone Investment Advisory serves individual investors, retirement plans, trusts, estates, and charitable organizations by providing direct asset management on a primarily non-discretionary basis. The firm emphasizes client-approved, evidence-based, low-cost investment strategies and offers discretionary ERISA 3(38) investment management for qualified retirement plans.

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.

Brian Hogan is a financial advisor at Stonebridge Capital Management NW, LLC with 22 years of industry experience. He has been with Stonebridge since 2009 and holds Series 63 and Series 66 designations. Stonebridge Capital Management NW, LLC provides discretionary portfolio management and investment supervisory services to individuals, high net worth clients, charitable institutions, foundations, and endowments. The firm customizes investment allocations using a three-part framework of Core, Alpha, and Alternatives strategies to diversify and manage volatility, and emphasizes professional judgment alongside model inputs in its management approach.

Emma Cockerton is a Series 65-licensed advisor with Florin Pensions LLC, based in San Francisco, CA. She has 12 years of industry experience and has been with Florin Pensions since 2012. Florin Pensions LLC specializes in pension consultancy and investment advice for UK expatriates and other nationals residing in the United States who have UK-based pension plans. The firm provides written pension reviews, transfer assessments, and recommendations for pension trustees and investment managers, focusing on UK/EU pension arrangements rather than general portfolio management.

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.

Kelly Kane is a CFP® and ChFC® with 26 years of industry experience, currently serving at Broadwing Capital Advisors, Inc. since 2003. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a member of the advisory board and a limited partner of LA Ballena Mexico Partners, LLC, where she provides business advice to general partners. Broadwing Capital Advisors offers discretionary portfolio management and financial planning for individuals, families, and trusts, along with non-discretionary investment advice to employer-sponsored retirement plans. The firm manages model portfolios focused on low-cost ETFs and dividend-paying stocks, using fundamental screening and third-party research to guide investment decisions.

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.

Mark Sifling is a CFP® with 20 years of experience in financial advising at Simple Life Financial, where he has been a principal since 2006. He also serves as the principal consultant of Blu Pagoda LLC, a management consulting firm that provides services to financial companies. Simple Life Financial offers investment advisory and financial planning services to individuals, families, small businesses, and related entities, with experience serving multi-generational households through tailored investment profiles, cash-flow and liquidity planning, and coordination with clients’ other professional advisors.

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.

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.

Brooks Schaffer is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He has worked at Waypoint West since 2025, following five years at Alkeon Capital Management and four years at BlackRock. Waypoint West provides portfolio management and financial planning services for high-net-worth individuals and pooled investment vehicles. The firm employs a variety of investment strategies, including long- and short-term trading, options, and private placements, and serves as a private fund adviser and sponsor for pooled funds.

Alexander Boeri is a CFP®-certified financial advisor with seven years of industry experience. He currently works at Miller Avenue Advisors LLC, where he has been since 2021. Prior to that, he held roles 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, offering discretionary asset management, ongoing financial planning, and limited ERISA 3(21) fiduciary services. The firm also facilitates private placement investments for qualified clients and manages portfolios tailored to client goals with quarterly monitoring and integrated reporting.

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® charterholder with 11 years of industry experience. He is a financial advisor at TechView Wealth Advisors LLC in San Francisco, where he has worked since 2017. His prior experience includes roles at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, and Enter Capital Group, Inc. TechView Wealth Advisors provides integrated financial planning and portfolio management primarily for technology executives, entrepreneurs, and clients with cross-border assets. The firm combines macroeconomic, fundamental, and technical analysis with both active and passive investment strategies, serving a client base that includes both U.S. and non-U.S. residents.

Glen Calkins is a financial advisor at Ketron Financial LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at Western International Securities, Inc. since 2016 before joining Ketron Financial in 2024. Ketron Financial serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans and charitable organizations. The firm employs a long-term trading approach that combines fundamental analysis, modern portfolio theory, and quantitative methods, offering diversified investment options and discretionary portfolio management.