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.

Anita Chan is a financial advisor at Garhwal, Chan & Williams Inc. with 23 years of industry experience. She holds a Series 65 credential and is a co-founder and partner of a certified public accounting firm that provides business management, consulting, accounting, estate planning, and tax preparation services. Ms. Chan also co-founded Garhwal, Chan & Williams Family Office. Garhwal, Chan & Williams serves a small, primarily high-net-worth client base, including individuals, trusts, closely held businesses, and certain ERISA plans. The firm’s investment approach focuses on long-term, asset-class investing through broadly diversified passive exposures, avoiding active market timing or frequent trading, and has a notable affiliation with a CPA practice that offers complementary tax and estate planning services.

Declan Wolfe is a financial advisor at Abra Capital Management, LP with one year of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and First Republic Bank. Abra Capital Management, LP provides portfolio management and advisory services focused on Digital Assets to individuals, trusts, family offices, and institutions through separately managed accounts and pooled investment vehicles. The firm’s investment approach includes yield-generating strategies such as staking, lending via decentralized applications, and automated market-making, with attention to protocol and counterparty risks.

Robert Hunter Jr. is a financial advisor with Marin Wealth Advisors LLC in San Rafael, CA, holding a Series 63 designation and 26 years of industry experience. He has been with Marin Wealth Advisors since 2004. Marin Wealth Advisors serves individuals, families, trusts, estates, corporations, non-profits, and retirement plans, managing approximately $76 million across about 94 client relationships. The firm offers discretionary and non-discretionary investment management along with project-based and comprehensive financial planning, focusing on strategic asset allocation combined with individual stock and bond selection in globally diversified portfolios.

Elyse Sanchez is a Certified Financial Planner (CFP®) with 10 years of industry experience. She has worked at Shum Financial Group, Inc. since 2016 and previously spent a year at Girard Securities, Inc. She holds a Series 66 license and is based in Alameda, CA. Shum Financial Group serves individuals, businesses, and charitable organizations with fee-based investment management, financial planning, and retirement-plan services. The firm employs fundamental analysis and documented investment policy statements in its investment decisions and offers both discretionary and non-discretionary portfolio management, including managed variable annuity and variable life accounts.

Jarrett Topel is a CFP® with 26 years of industry experience. He is a principal at Topel & DiStasi Wealth Management, LLC, where he has worked since 2017, following eight years at LPL Financial. In addition to his advisory role, he dedicates part of his time to non-variable insurance, including long-term care and group health. Topel & DiStasi Wealth Management serves individual and high-net-worth clients with asset management, comprehensive portfolio management, and standalone financial planning. The firm manages approximately $300 million on a discretionary basis, employing model allocations that range from conservative to aggressive and offering broad financial planning services beyond typical retail offerings.

Katherine Mc Gee is a financial advisor at Shepherd Street Advisors with two years of industry experience. She holds a Series 65 designation and previously worked at Wells Fargo for 15 years. Shepherd Street Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and charitable organizations. The firm uses a combination of fundamental, technical, and charting analysis to build portfolios from individual equities, mutual funds, ETFs, bonds, and options, and is noted for its use of derivatives and participant account management through third-party platforms.

Michael Ginsberg is a CFP® professional with 18 years of industry experience, currently operating as the sole advisor at Ginsberg Financial Strategies in Walnut Creek, CA. He previously spent 11 years at East Bay College Planning and has been an independent insurance agent since 2005. He serves as the treasurer and a board member of the Glen Cove Harbor Homeowners Association. Ginsberg Financial Strategies provides portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm typically manages assets on a non-discretionary basis using model portfolios and third-party money managers, with client accounts reviewed at least annually or as needed.

Vanessa Donaville is a financial advisor with In Touch Financial Services in Oakland, CA, holding a Series 63 designation and 28 years of industry experience. She has been with In Touch Financial Services since 2010. Outside of her advisory role, she is involved as a licensed real estate broker and mortgage originator. In Touch Financial Services provides investment advisory and financial planning services for individuals, trusts, estates, corporate pension plans, charitable organizations, and small businesses. The firm uses a combination of fundamental, technical, and cyclical analysis to create personalized asset allocations and manages approximately $87.5 million across about 290 client accounts.

Antonio Kwan is a financial advisor at AK Global Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with AK Global Asset Management since 2005. AK Global Asset Management provides personalized portfolio management primarily to individual and high-net-worth clients, managing approximately $117.8 million in discretionary assets. The firm uses a combination of fundamental and technical analysis and employs both discretionary and non-discretionary services, with an investment approach that includes margin use and a concentrated client base.

Alex Gates is a CFA® charterholder with 16 years of experience at Clayton Partners LLC in Berkeley, CA. He has been with the firm since 2010. Clayton Partners LLC provides discretionary investment management to high-net-worth individuals, institutions, trusts, endowments, and pension plans. The firm employs a long-term, research-driven investment approach focused on businesses priced below intrinsic value, managing both pooled funds and separately managed accounts with strategies that include long and short positions, derivatives, and decarbonization-focused investments.

Brian Lancaster is a CFA® charterholder with 27 years of industry experience. He has been with Clayton Partners LLC since 2011, where he is part of a four-advisor team based in Berkeley, CA. Clayton Partners LLC provides discretionary investment management to high-net-worth individuals, institutions, and limited partners through separately managed accounts and a pooled private fund. The firm focuses on long-term investments in equity and equity-related securities priced below intrinsic value, supplementing its pooled fund with derivatives and leverage strategies to hedge or enhance returns.

Heidi Morshead is a financial advisor at Shira Ridge Wealth Management in San Rafael, CA, with 18 years of industry experience. She holds a Series 63 designation and has been with Shira Ridge since 2012. Outside of her advisory role, she is involved in a consulting business related to real estate. Shira Ridge Wealth Management serves individual and high-net-worth clients, as well as small business owners, managing approximately $323 million in discretionary assets. The firm focuses on portfolio management, comprehensive financial planning, and coordinating separate managed accounts, emphasizing diversification, tax-aware strategies, and regular portfolio reviews.

Harrison Lazarus, Jr. is a financial advisor with Harrison Lazarus Advisors, Inc. in San Francisco, CA, holding a Series 65 designation and 18 years of industry experience. He has been with his current firm since 2007. The firm provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities, managing most client assets on a non-discretionary basis with a focus on mutual fund–based asset-class allocations and periodic rebalancing. It is affiliated with a separate CPA/accounting practice operated by the principal, offering tax and accounting services under a separate agreement.

Michael Lahl is a CFP® and ChFC® with 18 years of industry experience, currently serving as a financial advisor at Vista Advisor Group, LLC since 2020. He previously worked at SGC Financial Services, Securian Financial Services, and Minnesota Life Insurance Co. for a decade. In addition to his advisory role, he is an independent insurance agent involved in insurance sales. Vista Advisor Group, LLC provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, managing over $314 million in assets. The firm offers comprehensive portfolio management, financial planning, and retirement consulting with a fiduciary approach that emphasizes client goals and risk tolerance.

Scott Chapman is the sole advisor at Chapman Investment Management, LLC, an independent firm based in San Anselmo, CA. He holds the CFA® designation and has 28 years of industry experience. He has led Chapman Investment Management since its founding in 2013. Chapman Investment Management provides discretionary portfolio management through separately managed accounts for individuals, high-net-worth clients, trusts, estates, and institutional entities. The firm employs a multi-cap, long-term, concentrated equity strategy with low turnover, focusing on fundamental research and valuation to select businesses with durable competitive advantages.

Jason Draut is a CFP® with 11 years of industry experience, currently serving as an advisor at Harborlight Investments, LLC since 2016. Prior to this, he worked at Wynn Capital Management from 2014 to 2016. Harborlight Investments serves individual investors, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm combines discretionary portfolio management with an automated advisory program, focusing on ETFs and no-load mutual funds, and employs both long- and short-term trading strategies alongside pension consulting services.

Josh Schein is a financial advisor at Global Key Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with Global Key Management LLC since 2014. Outside of advisory work, he serves on the advisory board of Lifeboat Ventures, a venture studio focused on disaster mitigation, and holds a general partner stake in Global Key Energy Equipment Fund I, LP, which trades used natural gas compression equipment. Global Key Management provides integrated financial planning and investment management to individuals, families, trusts, and other entities through separately managed account portfolios. The firm employs a statistically driven investment process using proprietary data screening and back-testing, focusing on concentrated long-only models without attempting to time market trends.

Susan Gavrich is a CFP® professional with nine years of industry experience. She is affiliated with MoneyWell, where she has worked since 1998, and also has experience with Seasonal Strategy since 2018. MoneyWell provides discretionary investment management and financial planning primarily to individuals, families, trusts, and pension plans, typically serving clients with $1 million to $7 million in investable assets. The firm employs a lower-volatility “SuperDiversification” approach, using a mix of conventional asset classes and diversifiers, and incorporates a subadvisor arrangement to access specialized strategies for larger accounts.