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.

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.

Cathy Jackson Gent is a financial advisor at Global Investment Company with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Cambridge Investment Research Advisors and OZI Company, LLC. Outside of her advisory role, she is involved in several nonprofit and community organizations, including serving as a founder of the Women’s Chamber of Commerce and holding leadership roles in local advisory councils and nonprofit boards. Global Investment Company provides portfolio management, financial planning, and pension consulting to individuals, including high net worth clients, and charitable organizations. The firm uses model portfolios and third-party money managers, focusing primarily on asset allocation and employing a range of investment strategies and instruments.

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.

Kaden Wootton is a CFP® professional with two years of experience in financial advising. He currently works at Enspire Wealth Management, LLC and previously held roles at Meritas Wealth Management and Fidelity Investments. Enspire Wealth Management serves individuals, trusts, small businesses, and some pension/profit-sharing plans with discretionary investment management and financial planning. The firm uses a fiduciary, consultative approach to develop personalized investment strategies focused on diversified mutual funds and ETFs, combining active and passive management based on client goals and risk tolerance.

Nikhil Bhardwaj is a financial advisor at Trillium Investments with 14 years of industry experience. He holds a Series 65 designation and previously worked at Carlson Financial Management for 16 years before joining Trillium Investments in 2022. Trillium Investments offers discretionary investment management along with financial, retirement, estate, and tax planning services primarily for individual and high-net-worth clients. The firm employs a tax-aware, value-oriented investment process with a focus on risk controls, diversification, and defined time horizons.

Joseph Desipio is a CFP®, CFA®, and ChFC® with 17 years of industry experience. He is the principal advisor at Wellington Capital Advisors, LLC, an independent firm he has led since 2019. He also serves as president of Vector Capital Management, Inc., where he provides capital markets advisory and financial modeling services, and teaches economics courses as an adjunct instructor at Delaware County Community College. Wellington Capital Advisors offers discretionary portfolio management and integrated financial and tax planning services to individuals, families, foundations, trusts, and businesses. The firm’s investment approach is based on fundamental analysis and long-term value orientation, utilizing a range of strategies including ETFs, equities, bonds, alternative investments, derivatives, and option overlays.

Daniel Feng is a financial advisor at Broadside Wealth with a Series 65 designation and experience spanning multiple roles since 2009. His background includes positions at JMS and Associates, Smart Data Solutions, and KJ Capital LLC before joining Broadside Wealth Technologies, Inc. in 2026. Based in San Francisco, he is part of a three-advisor team. Broadside Wealth Technologies serves ultra-high-net-worth individuals, families, family offices, trusts, estates, and institutional clients through a membership-based wealth management model focused on tax optimization, fee reduction, and liquidity management. The firm employs a technology-driven approach with a flat membership fee structure and supports both individual and institutional clients.

Christopher Goodmacher is a financial advisor at Uprise Advisers LLC with three years of industry experience. He holds a Series 65 designation and is the co-founder of Ontrail, Inc. Additionally, he operates a small business selling ebooks about college admissions. Uprise Advisers LLC provides financial planning services primarily to individual clients through its website and mobile application, focusing on asynchronous consultation without offering investment management or custody. The firm employs modern portfolio theory in its planning process and operates on fixed pricing models, including a Strategic Partner Program that enables third-party companies to provide planning access for their users.

Alexander Harmsen is a financial advisor at Global Predictions Inc with a Series 65 designation and three years of industry experience. Prior to his current role, he worked at Iris Automation for six years and serves as chairman there. He also acts as a technical advisor at VeriSIM Life. Global Predictions provides online, non-discretionary portfolio allocation recommendations to individual investors through its web application, PortfolioPilot. The firm uses quantitative, model-based analysis and machine learning to deliver personalized investment guidance and tax optimization tools, while clients retain full discretion and custody.

Tyler Rumbaugh is a financial advisor at Wittlin Advisory with one year of industry experience. He holds a Series 65 designation and has prior experience at JP Morgan Chase and First Republic Bank. Wittlin Advisory is a fee-only investment management firm serving high-net-worth individuals, families, and foundations, including an international client base. The firm offers discretionary and non-discretionary portfolio management, combining fundamental analysis with ongoing portfolio monitoring, and provides investment options ranging from traditional funds and ETFs to private placements and digital assets.

Lisa Shinhira is a financial advisor at Chrome Advisors with 18 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors, Sagepoint Financial, and Cullen Financial Advisors. Chrome Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities with services including asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation-driven strategies combined with quantitative and qualitative analysis and uses third-party platforms and sub-advisers to implement client portfolios.

Techi Carreon is a financial advisor at Baker Street Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Investor's Fiduciary Advisor Network, LLC and Raymond James Financial Services Advisors, Inc. Carreon was also involved with LiteBite, Inc. for eight years. Baker Street Asset Management provides discretionary portfolio management and financial planning to individuals, institutions, corporations, registered investment advisors, and retirement plans. The firm utilizes a combination of research, quantitative analysis, and multiple investment methodologies to manage portfolios, which may include equities, fixed income, mutual funds, ETFs, and various trading strategies.

Antonio Kwok is a financial advisor at AK Global Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with AK Global Asset Management since 2005. AK Global Asset Management provides personalized portfolio management services to individuals, retirement plans, trusts, estates, corporations, and other business entities, focusing primarily on individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis, including long- and short-term trading strategies, and manages roughly $117.8 million in discretionary assets across a small client roster.

Sampurna Khasnabis is a financial advisor at Nia Impact Capital with a Series 65 designation and four years of industry experience. Prior to joining Nia Impact Capital, she held roles at the University of Chicago, Ashoka University, the Centre for Civil Society, and Amnesty International India. Nia Impact Capital provides discretionary investment management and financial planning primarily for individual and high-net-worth clients, using a proprietary Six Solutions Themes framework and gender-lens screening to guide investment decisions. The firm is notable for acting as adviser and sponsor to a registered mutual fund while also serving other advisers and program sponsors.