Joseph Belli is a financial advisor at ImpactAdvisor LLC with a Series 65 credential and two years of industry experience. He has held roles at several firms, including Cushman & Wakefield and Jones Lang LaSalle, and currently serves as Director of Finance and Operations at Pranger Law PC. ImpactAdvisor LLC is a small team managing approximately $75 million for around 50 clients, including individuals, business owners, retirement plans, and nonprofit entities. The firm offers portfolio management and financial planning with an emphasis on values-aligned investing, alternative strategies, and comprehensive retirement plan consulting.

Noah Intara is a financial advisor with MultiPolar Capital LLC, holding Series 65 and Series 66 licenses and nine years of industry experience. He has worked at firms including Graphene Capital LLC, SB Value LP, SB Value Partners, Config 27 LLC, and Zoku Inc. Noah is based in Martinez, California. MultiPolar Capital LLC provides discretionary investment management to individuals, retirement accounts, trusts, and various legal entities. The firm employs a high-conviction, concentrated multi-asset approach called the MultiPolar Portfolio, combining fundamental, thematic, and quantitative analysis with a rolling two-year investment horizon.

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Aureliana Lopes Monteiro is a financial advisor at Strategic Wealth Capital with 11 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Sanctuary Wealth. Strategic Wealth Capital provides financial planning, portfolio management, and investment consulting to individuals, including high-net-worth clients, as well as institutional and corporate clients. The firm employs a range of investment strategies and offers services on both discretionary and non-discretionary bases.

Courtenay Wise is a financial advisor at Ketron Financial LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Western International Securities, Inc., LPL Financial, and Ketron Financial throughout his career. Outside of advising, he is also a licensed notary and maintains involvement in non-variable insurance services. 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 diversified investment approach combining fundamental analysis, modern portfolio theory, and quantitative methods, managing approximately $384 million in assets across a three-advisor team.

John Collet IV is a Series 65 registered advisor at Simple Life Financial in El Cerrito, CA, with less than one year of industry experience. His work background includes roles at Domino's, Target, and California State University-Chico. Simple Life Financial provides investment advisory and financial planning services to individuals, families, small businesses, and related entities, with a focus on multi-generational households. The firm offers tailored investment management, financial planning, cash-flow and liquidity planning, and wealth coordination through collaboration with clients’ attorneys, accountants, and other professionals.

Scott Dawson is a CFP® with 24 years of industry experience currently with American Investors Company. He has been affiliated with American Investors Company since 2001 and also serves as a partner and planner at Mosher Financial Advisors, LLC. Outside of investment advisory, he is a licensed insurance agent. American Investors Company provides investment advisory, financial planning, 401(k) advisory, and asset supervisory services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines advisory and brokerage activities within a multi-advisor structure and manages approximately $578 million in client assets.

Robert Gillooly is a CFA® charterholder with 13 years of industry experience, currently serving at Elmwood Wealth Management since 2012. He is based in Berkeley, CA, and is part of a four-advisor team. Elmwood Wealth Management is a fee-based, SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and various types of accounts. The firm offers discretionary and non-discretionary portfolio management alongside financial planning, employing a total-return, long-term investment philosophy through actively managed and Core ETF-based service models.

Barbara Wright is a CFA® charterholder and holds a Series 65 license with five years of industry experience. She is a principal at Van Strum & Towne Inc, where she has worked since 2000. Outside of her advisory role, she serves as president of Energy Minerals Inc., a geothermal steam production company. Van Strum & Towne serves primarily high net-worth individuals and also manages accounts for various entities including trusts and retirement plans. The firm emphasizes fundamental analysis, capital preservation, and long-term growth, maintaining generally low portfolio turnover while tailoring asset allocation to client objectives.

Thomas Swift is a financial advisor with Financial Avengers, Inc. in Oakland, CA, holding a Series 63 designation and 26 years of industry experience. He has been with Financial Avengers since 2000. Outside of advising, Mr. Swift writes plays, scripts, and books, and works as a producer through Tom Swift & His Amazing Productions LLC. Financial Avengers serves individuals and families with discretionary portfolio management and comprehensive financial planning. The firm manages $488.4 million in discretionary assets, emphasizing long-term, value-oriented, buy-and-hold strategies focused on income and low turnover, combined with a behavioral approach to client relationships.

Jason Stankowski is a CFA® charterholder with 15 years of industry experience. He has been with Clayton Partners LLC since 2010, 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 employs a long-term investment approach focused on equity and equity-related securities, with additional strategies including short sales, options, arbitrage, and leverage for its pooled fund.

Jethro Townsend is a CFA® charterholder with nine years of industry experience. He is currently with Nia Impact Capital, where he has worked since 2024, following a nine-year tenure at Addend Capital Management. Nia Impact Capital provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, trusts, nonprofit organizations, registered investment companies, and other financial advisers. The firm employs a gender-lens and thematic investment approach, combining quantitative and venture-style analysis, and engages in active shareholder advocacy while managing its own registered mutual fund alongside UMA/model delivery and sub-advisory relationships.

John Bishop is a financial advisor at Wellington Capital Advisors, LLC in San Francisco, holding a Series 65 designation with 12 years of industry experience. He has been with Wellington Capital Advisors since 2016, where he is the sole advisor. Wellington Capital Advisors provides discretionary portfolio management and financial consulting to individuals, high-net-worth families, foundations, trusts, and businesses, offering services that include portfolio construction across various asset classes and tax return preparation. The firm employs a long-term, value-oriented investment approach with a focus on income generation and risk management, incorporating strategies such as derivatives and options-writing overlays uncommon among similar independent advisers.

Juan Zuniga is a financial advisor at Dedicated Capital Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Dedicated Capital Advisors since 2013. The firm primarily serves high-net-worth individuals, families, and related business entities, providing comprehensive financial planning and investment advisory services through a structured four-phase process. Dedicated Capital Advisors emphasizes multidisciplinary planning and outsourced portfolio management, coordinating with independent third-party managers and offering specialized services such as estate and wealth transfer, philanthropic planning, and business succession.

Conor Sheridan is the sole advisor at Sheridan Capital Management, LLC in San Rafael, CA, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has led his firm since 2011, following a recent role at Parallel Advisors, LLC. Sheridan Capital Management provides discretionary asset management primarily for individual and high-net-worth clients, managing approximately $217 million for about 116 clients. The firm’s investment approach blends fundamental and technical analysis, maintains regular portfolio supervision and rebalancing, and includes cash and cash equivalents as an asset class in its strategies.

Kyle Shealer is a financial advisor at QST Capital LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at QST Capital since 2017. Prior to that, he was associated with Sanctuary Wealth Advisors LLC and SANCTUARY SECURITIES, llc from 2012 to 2016. QST Capital LLC provides discretionary portfolio management and advisory services to individual clients, retirement accounts, other advisers, and institutional clients. The firm uses a quantitatively driven investment approach combining systematic models with discretionary decisions, managing both pooled funds and separately managed accounts with strategies that include leveraged and inverse ETFs, fixed income, credit instruments, and derivatives.

Marc Roth is a financial advisor at Elmwood Wealth Management with 31 years of industry experience. He previously worked at Atlas Capital Advisors LLC for six years and JMR Capital Management, Inc. for 25 years. Elmwood Wealth Management is a fee-based, SEC-registered advisory firm serving individuals, trusts, estates, donor-advised funds, foundations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management with a long-term, total-return investment philosophy through actively managed and Core ETF-based strategies, integrating financial planning and tax coordination.

Roshan Weeramantry is a financial advisor at Hyphen Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Helium Advisors LLC, RINA Wealth Management Services LLC, and Strategic Capital Distributors. Outside of his advisory role, he is also an independent insurance agent. Hyphen Wealth Management serves individual clients, including high-net-worth households, and pension or profit-sharing plans by providing portfolio management, pension consulting, and financial planning. The firm employs a tailored investment approach based on fundamental, quantitative, and modern portfolio theory within a long-term framework, and offers access to a variety of investment types, including alternative and insurance products.

Sanford Lowengart is a financial advisor with Capital Trust Advisors (Goldberg Advisers, LLC) and holds Series 63 and Series 65 licenses. He has 23 years of industry experience and has been with Goldberg Advisers since 2013. Capital Trust Advisors serves individual and high-net-worth clients as well as institutional entities, providing discretionary wealth management and financial planning with a focus on asset allocation, retirement, tax, and cash-flow planning. The firm manages portfolios primarily invested in mutual funds and ETFs, using a combination of fundamental, technical, and cyclical analysis.

Holly Kindel is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Prospettiva Financial since 2019. Her prior experience includes roles at Occidental Asset Management and Mosaic Financial Partners. She is also principal of Delphi Coaching, providing financial coaching outside of trading hours. Additionally, she serves as treasurer for Sage Financial Solutions, a nonprofit focused on training financial professionals to assist low-to-moderate income individuals. Prospettiva Financial serves individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $116 million in discretionary assets. The firm employs tailored portfolios primarily using mutual funds and ETFs, emphasizes regular account reviews, and provides specialized retirement-plan advisory services, including work with state and municipal government clients.