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 three years of industry experience, currently serving as a financial advisor at Rosenblum Silverman Sutton, S.F., Inc. He has been with the firm since 2018 and previously worked at Karp Capital Management and as a consultant to startups. Rosenblum Silverman Sutton, S.F., Inc. provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, and business entities. The firm develops individualized investment plans based on personal consultations and utilizes macroeconomic monitoring and fundamental equity analysis, complemented by tactical rebalancing and fixed-income selection.

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.

Dana Schmidt is a financial advisor at Wulff, Hansen & Co. with 37 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Wulff, Hansen & Co., she worked at Jordan Park Group LLC and LOYAL3 Securities Inc. Schmidt also provides occasional compliance consulting for broker-dealers or RIAs with firm approval. Wulff Capital Management, the investment-advisory division of Wulff, Hansen & Co., offers discretionary portfolio management and limited investment consultation to individuals, pension plans, trusts, estates, and charitable institutions. The firm focuses on customized portfolios of liquid publicly traded securities using fundamental and cyclical analysis with a long-term holding approach.

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.

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.

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.

Marvin Shiue is a financial advisor with Asia Global Asset Management, Inc., holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Asia Global Asset Management since 2009. Outside of his advisory role, he is involved in selling fixed life insurance policies. Asia Global Asset Management provides financial planning and facilitates the selection and monitoring of third-party investment advisers for individuals, pension plans, trusts, and other entities. The firm relies primarily on outside managers for portfolio management and emphasizes a discovery process to align client goals with suitable advisers.

Virgilio Cristobal is a CFP® with 22 years of industry experience, currently serving as an advisor at Chrome Advisors. His prior experience includes roles at Lincoln Financial Advisors and Cullen Financial Advisors. In addition to his advisory work, he is a licensed insurance agent engaged in the sale of insurance products. Chrome Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, providing asset management, financial planning, retirement plan consulting, and portfolio monitoring. The firm employs asset-allocation-driven strategies with both quantitative and qualitative analysis, utilizing third-party platforms and sub-advisers to implement client strategies.

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.

We help young families conquer financial complexity. With a successful career and a family comes financial complexity - that evil villain lurking in the shadows. Left alone, he can dismantle everything you’ve built. Try to defeat him and he’ll leave you confused, frustrated and overwhelmed. You deserve a guide who can show you how to lock him up and throw away the key. For over a decade we’ve helped young families conquer financial complexity through hands-on, full-service financial planning. Our process is simple: 1) Determine if you need help 2) Create a plan together 3) Execute the plan together By defeating financial complexity, you’ll eliminate your financial anxiety. You’ll acquire confidence, gain clarity about your future and understand your finances better than you ever have. Schedule your free introductory consultation today! - http://ow.ly/UjTx30qa3Wf Or check out our website for more details - www.financialzen.com

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.

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.

John Phelan is a financial advisor at Harrison Lazarus Advisors, Inc. in San Francisco, CA, holding a Series 65 designation with nine years of industry experience. He has been with Harrison Lazarus Advisors since 2011. Harrison Lazarus Advisors, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities, focusing on non-discretionary portfolio management with client approval for trades. The firm integrates mutual fund-based asset allocation strategies and offers referrals to third-party money managers, maintaining an affiliation with a separate CPA/accounting practice.

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.