Jessica Chen is a financial advisor at Uprise Advisers LLC with three years of industry experience. She holds a Series 65 designation and is also the Co-Founder and CEO of Ontrail, Inc. Outside of her advisory role, she owns and manages a carsharing business on the Turo platform. Uprise Advisers LLC provides financial planning services primarily to individual clients through an online platform, focusing on securities allocation strategies and tailored recommendations without offering investment management or custody. The firm operates on fixed pricing and features a Strategic Partner Program as well as a Trust Investment Advisory service for illiquid startup equity.

James Collins is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He is affiliated with Van Strum & Towne Inc, a firm operating since 1998. Van Strum & Towne primarily serves high net-worth individuals and manages accounts across a variety of entities including trusts, foundations, and retirement plans. The firm focuses on fundamental analysis for stock selection, capital preservation, and long-term growth, managing approximately $430 million in assets with a small advisory team.

Kenneth Silva Ballard Jr. is a Series 66–licensed financial advisor with 10 years of industry experience. He is currently the sole advisor at Communitas Financial Planning PBC and has previously worked with First Affirmative Financial Network, Summit Financial, and other firms. Outside of finance, he owns and operates Chef Pro Life, a consulting and training business in the culinary field. Communitas Financial Planning PBC primarily serves institutional clients such as plan sponsors and retirement plans, focusing on socially responsible investing combined with diversification and asset-allocation strategies. The firm provides services including retirement plan consultation, participant education, third-party manager due diligence, and investment advisory program implementation.

James Boucher is a CFP® with 27 years of industry experience and a Series 63 license. He has been with Wilson & Boucher Capital Management, LLC since 2005. Outside of his advisory work, he serves as a reserve police officer with the Walnut Creek Police Department and holds officer and board positions, including CFO, at a technology start-up, Risoftdev, Inc. Wilson & Boucher Capital Management is a registered investment adviser serving primarily individual clients, including high-net-worth individuals, as well as trusts and pension plans. The firm manages approximately $264.4 million across about 135 client relationships, focusing on discretionary portfolio management and financial planning tailored to each client’s risk tolerance and investment objectives.

Anthony Wan is a CFA® charterholder and holds a Series 66 license, with 15 years of industry experience. He has been with Wealthboost Advisors, LLC since 2016. Wan serves as a board member for Asian Americans Advancing Justice - Asian Law Caucus, an organization focused on legal and civil rights for Asian Pacific Islander communities. Wealthboost Advisors, LLC provides discretionary portfolio management, financial planning, and retirement plan consulting services primarily for individual clients, small business retirement plans, and charitable organizations. The firm employs a goals-based investment process using mutual funds, ETFs, model portfolios, and sub-advisers, and is notable for its legal qualifications and specialized services for charitable foundations and small business retirement plans.

Martin Attiq is a Series 65-registered advisor with experience at Mont AI, Astra, and SigFig Wealth Management, totaling several years in the financial industry. He is currently the sole advisor at Mont AI, a firm based in San Francisco, CA. Mont AI provides discretionary investment management to individual clients, including high-net-worth individuals, through an AI-driven mobile platform that uses direct indexing of the S&P 500 and custom tax-loss harvesting. The firm offers portfolio management and rebalancing through a conversational chatbot that collects client preferences and risk profiles to tailor investment strategies.

Juliana Moravy is a CFP® professional with three years of industry experience, currently serving at Elmwood Wealth Management in Piedmont, CA. She has been with Elmwood Wealth Management since 2014, including its current team structure since 2023. Elmwood Wealth Management is a fee-based, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and various account types. The firm employs a total-return, long-term investment philosophy with both actively managed and ETF-based strategies, integrating ongoing financial planning with portfolio construction and offering specialized tax coordination and retirement plan advisory services.

Holger Berndt is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Rosenblum Silverman Sutton, Sf Inc. His prior experience includes a role at Karp Capital Management and consulting for start-ups. Rosenblum Silverman Sutton, S.F., Inc. provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, and business entities. The firm emphasizes individualized investment plans based on macroeconomic analysis and fundamental equity research, managing approximately $486.6 million in discretionary assets across a team of four advisors.

Brett Janis is a CFA® charterholder and financial advisor at Strong Bridge Advisors LLC with nine years of industry experience. Prior to joining Strong Bridge Advisors in 2021, he worked at Wells Fargo Bank and McKinsey & Company. He serves as a board director for Navigator Acquisition Corp, providing corporate advisory, governance, and risk advice, and consults on business, financial industry, and government policy through expert network companies. Strong Bridge Advisors serves individuals, retirement participants, privately held corporations, endowments, and foundations with discretionary investment management, financial planning, and consulting. The firm employs a value-oriented, bottom-up fundamental research process and emphasizes position sizing, sector rotation, and liquidity considerations aligned with client risk tolerance.

Amie Shapiro is a financial advisor at Lula Financial in Oakland, CA, holding a Series 65 credential with five years of industry experience. Prior to her advisory role, she worked at Sephora and Starbucks Coffee Company for a combined total of over 20 years. Outside of advising, she is involved in hospitality and retail sales ventures. Lula Financial provides financial planning and portfolio management services to individual clients, including high-net-worth individuals, using a fee structure that includes fixed, hourly, and subscription arrangements. The firm emphasizes passive investment strategies with index funds and ETFs and operates primarily on a non-discretionary basis.

Robert Baer is a financial advisor at Baer Investment Advisory LLC in San Rafael, CA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He worked at Goldman Sachs from 2008 to 2021 before joining Baer Investment Advisory LLC. Baer Investment Advisory LLC provides discretionary portfolio management to individuals, high-net-worth clients, trusts, and corporations, tailoring Investment Policy Statements and model portfolios for each client. The firm uses a blend of fundamental, technical, cyclical, and quantitative analysis alongside modern portfolio theory, employing both long- and short-term trading strategies with ongoing portfolio monitoring.

Angela Thorstenson is a financial advisor at Naylor & Company with a Series 65 designation and two years of industry experience. She has been with Naylor & Company Investments, LLC since 2021. Prior to her advisory role, she worked in social services and education sectors. Naylor & Company provides investment advice, portfolio management, and financial planning to individuals, high-net-worth clients, families, pension and profit-sharing plans, and businesses. The firm’s investment approach combines fundamental and technical analysis, with portfolios tailored to client objectives and a focus on small- and mid-capitalization and cyclical companies.

John Goldberg is a CFA® charterholder with 25 years of industry experience. He has led Goldberg Advisers, LLC since 1999. Goldberg is based in Piedmont, CA, and works as part of a four-advisor team at Capital Trust Advisors. Capital Trust Advisors serves individual and high-net-worth clients, as well as institutional entities including trusts, estates, pension, and charitable organizations. The firm provides discretionary wealth management and financial planning, managing portfolios across equity, fixed-income, and balanced strategies using a combination of fundamental, technical, and cyclical analysis.

Stephanie Fisher is a Series 65-licensed advisor at Shum Financial Group, Inc. in Alameda, CA, with three years of industry experience. She previously worked at Jack Brain & Associates for 15 years before joining Shum Financial Group. 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 policies to guide investment decisions and offers both discretionary and non-discretionary portfolio management.

Robert Moses Jr. is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Alpha Solutions Investment Advisors. His background includes a role at Chatham Wealth Management and a decade-long position at ShopRite overseeing inventory management. Alpha Solutions Investment Advisors provides discretionary wealth management and portfolio construction services to individuals—including high-net-worth clients—and institutional clients such as pensions and foundations. The firm employs a combination of fundamental and technical analysis, focusing on ETFs, REITs, MLPs, preferred stocks, and direct equities, with a formal approach to technology and operational practices.

Milo Hanke is a CFP® with 42 years of experience in the financial advisory industry. He is a principal at Hanke & Apolonio Wealth Advisors LLC in San Francisco, where he has worked since 2017. Prior to that, he operated as a sole proprietor and was affiliated with LPL Financial for over two decades. Hanke & Apolonio Wealth Advisors LLC serves individual and high-net-worth clients by providing investment advisory and financial planning services, managing approximately $145 million in assets. The firm uses fundamental analysis and tailored strategies documented in each client’s investment policy, conducts regular account reviews, and offers educational seminars and life coaching services to clients.

Sanjeev Rao is a financial advisor at Lavelle Capital with 18 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co., LLC for 15 years before joining Lavelle Capital. Lavelle Capital provides discretionary investment management and advisory services to high-net-worth families, corporations, trusts, estates, and charitable organizations. The firm manages approximately $305 million for a select client base and offers customized portfolios that may include allocations to third-party managers and private investment vehicles.

Michael Evans is a financial advisor at Beacon Coast Partners, LLC with 29 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services for 23 years. Evans serves on the board of directors and as treasurer for Mina’s List, a nonprofit focused on supporting female government candidates globally. Beacon Coast Partners is a wealth management firm serving families, trusts, estates, and businesses with discretionary portfolio management and financial planning. The firm emphasizes customized, primarily long-term portfolios using low-cost funds, individual securities, and independent managers, and provides family-office style services with an integrated approach.

Eric Wheeler is a CFA® charterholder with 10 years of industry experience. He has been operating independently since 2015 and is currently affiliated with First and Main Financial in Piedmont, CA. First and Main Financial manages client assets on a discretionary basis, primarily serving individual investors and revocable trusts. The firm emphasizes long-term diversification using mutual funds, ETFs, and various fixed income options, and provides comprehensive financial planning along with pension plan participant services.

Dana Grigg is a financial advisor at Camelotta Advisors with 21 years of industry experience. He holds a Series 65 designation and has been with Camelotta Advisors since 2001. Camelotta Advisors provides portfolio management, advisory consulting, and pension consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs technical, cyclical, and fundamental analysis across various investment vehicles and emphasizes active trading strategies, including options and margin transactions, within its discretionary and non-discretionary account management.