David Jasper is a financial advisor at Beacon Coast Partners, LLC with 31 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services for 23 years. Beacon Coast Partners is a wealth management firm serving families, trusts, estates, and businesses with discretionary portfolio management, financial planning, and family-office style services. The firm focuses on customized portfolios using low-cost mutual funds and ETFs, employing both fundamental and technical analysis within a primarily long-term investment approach.

Daniel Brown is a financial advisor at Miles Brown Asset Management with 20 years of industry experience. He holds a Series 66 designation and has been with the firm since 2016. In addition to his advisory role, he provides part-time tax preparation and planning services. Miles Brown Asset Management offers fee-only, fiduciary advisory services to individuals, families, trusts, and retirement plans. The firm manages client assets using individual securities, mutual funds, ETFs, and options, and also features a proprietary automated ETF-only platform for smaller accounts.

Marjan Soleimanieh is a financial advisor at Marin Wealth Advisors LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Gosho Financial Group for three years. Outside of advisory work, she is involved with Westfab Manufacturing, a sheet-metal manufacturing business where she spends part of her time on operations. Marin Wealth Advisors provides investment management and financial planning services to a range of clients, including individuals, families, trusts, and organizations. The firm employs a strategic asset allocation framework combined with individual security selection and offers regular account reviews and performance reporting.

Matthew Kelmon is a financial advisor at Bass Rocks Asset Management with 25 years of industry experience. He holds Series 65 and Series 63 registrations. His prior work includes roles at Backshore Asset Management, Insperex LLC, Blue Investment Partners, and 2344, LLC. Outside of his advisory work, he serves as an outside advisor for Flourish Capital, an early-stage venture investing firm supporting startup entrepreneurs. Bass Rocks Asset Management provides discretionary portfolio management and subadvisory services primarily to individual and high-net-worth clients. The firm focuses on equities, ETFs, and options-related strategies while managing accounts on a discretionary basis with documented risk tolerance and time horizons.

Haley Schaffer is a financial advisor at Waypoint West with seven years of industry experience. She previously worked at ICONIQ Capital and BlackRock, and holds Series 63 and Series 65 licenses. She also provides part-time consulting for GLG, spending approximately one hour per week on this activity. Waypoint West offers portfolio management and financial planning services primarily to high-net-worth individuals and pooled investment vehicles. The firm employs a range of strategies including discretionary management based on cyclical, fundamental, modern-portfolio, and quantitative analysis, and acts as a private fund adviser and sponsor for pooled funds.

Scott Stratton is a financial advisor at EHG Wealth Management with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including Fisher Investments and Camden Capital. Stratton also operated Scott Stratton Consulting prior to joining EHG Wealth Management. EHG Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a tactical asset-allocation approach informed primarily by technical analysis, managing portfolios to align with client objectives and risk tolerances.

Frank Wignall is a financial advisor at Capstan LLC with 27 years of industry experience. He holds a Series 63 designation and has been with Capstan since 1997. Capstan LLC provides discretionary, separately managed account portfolio management to high-net-worth individuals and businesses, offering tailored portfolios that can include global exposures across various asset classes. The firm’s investment process combines fundamental and macroeconomic analysis with oversight from its president, serving a small client base with a focus on individualized service and cross-border investment capabilities.

Robert Lee is a financial advisor at Blueprint Investing LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Blueprint Investing since 2009. Blueprint Investing LLC provides discretionary investment management and wealth management services to individuals, high-net-worth clients, trusts, estates, and individual retirement plan participants. The firm employs a long-term, asset-allocation approach emphasizing broad diversification, primarily using index and passively managed mutual funds and ETFs, and incorporates independent sub-advisers and private fund investments for qualified clients.

Joel Stilwell is a financial advisor at Rosenblum Silverman Sutton SF, Inc. in San Francisco, holding a Series 65 credential with two years of industry experience. He has been with Rosenblum Silverman Sutton since 2013. Rosenblum Silverman Sutton provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, and business entities. The firm emphasizes individualized investment plans based on client risk tolerance, time horizon, liquidity, and tax considerations, using macroeconomic monitoring and fundamental equity analysis as part of its approach.

Michael Hsu is a financial advisor with Asia Global Asset Management, Inc. in Alameda, CA, holding a Series 65 designation and 18 years of industry experience. He has worked at Asia Global Asset Management since 2007 and was previously with Vision Wealth Management, Inc. from 2015 to 2017. Outside of his advisory role, Hsu is the founder and president of the Center for Marketplace Ministries, a nonprofit organization that trains Christian entrepreneurs. Asia Global Asset Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning and facilitating relationships with independent third-party investment advisers. The firm emphasizes a data-gathering process to assess client goals and risk tolerance and relies primarily on outside managers for portfolio management and custody.

Erik Wolfers is a CFP® professional with nine years of industry experience, currently serving at First and Main Financial in Piedmont, CA. He has been associated with Wolfers Asset Management since 2001. First and Main Financial manages client assets on a discretionary basis, primarily serving individual investors and revocable trusts. The firm emphasizes long-term diversification and periodic rebalancing using mutual funds, ETFs, and various fixed income options, and also provides comprehensive financial planning and pension plan participant services.

Michael Zaidlin is the principal advisor at Madrone Investment Advisory, LLC in San Rafael, CA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has operated Madrone Investment Advisory since 2009 and concurrently maintains a law practice under the Law Offices of Michael H. Zaidlin since 2006. Madrone Investment Advisory serves individual investors, retirement plans, trusts, estates, and charitable organizations by providing direct asset management on a primarily non-discretionary basis. The firm emphasizes client-approved, evidence-based, low-cost investment strategies and offers discretionary ERISA 3(38) investment management for qualified retirement plans.

William Wong is a financial advisor at Antigravity Investments with eight years of industry experience and holds a Series 65 designation. He has held roles at Walmart Inc., Vizio Inc., Capital One, and is the Chief Executive Officer of Better, PBC, a research organization focused on life improvement in the wellness industry. Antigravity Investments provides web-based, discretionary asset management services to individual clients through an interactive platform that uses a combination of fundamental, technical, cyclical, and quantitative analysis for security selection. The firm emphasizes an internet-first operating model with automated account alignment and client communication through its app.

James Gebhardt is a CERTIFIED FINANCIAL PLANNER™ professional with 30 years of industry experience. He is the principal of Gebhardt Group, Inc., where he has worked since 2005. Prior to that, he held roles at Integrity Alliance LLC and 401K Masters, LLC. Gebhardt also operates as an independent insurance agent, focusing on fixed insurance products. Gebhardt Group provides discretionary investment management and financial planning services primarily for individuals, trusts, estates, charitable organizations, and retirement plan participants. The firm employs an actively managed, trend-oriented “Protected Growth” strategy and serves a high-net-worth clientele through coordinated planning and multiple custodial and third-party platforms.

Michele Sine is a financial advisor with ImpactAdvisor LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked in real estate with Berkshire Hathaway HomeServices Drysdale Properties since 2017 and Coldwell Banker Residential Brokerage prior to that. In addition to her advisory role, Michele holds a California Real Estate Sales License and occasionally advises clients on property transactions. ImpactAdvisor LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and retirement plans. The firm manages portfolios using a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, offering a range of strategies including separately managed accounts, digital indexing, private placements, and real estate investments.

Brian Hogan is a financial advisor at Stonebridge Capital Management NW, LLC with 22 years of industry experience. He has been with Stonebridge since 2009 and holds Series 63 and Series 66 designations. Stonebridge Capital Management NW, LLC provides discretionary portfolio management and investment supervisory services to individuals, high net worth clients, charitable institutions, foundations, and endowments. The firm customizes investment allocations using a three-part framework of Core, Alpha, and Alternatives strategies to diversify and manage volatility, and emphasizes professional judgment alongside model inputs in its management approach.

Emma Cockerton is a Series 65-licensed advisor with Florin Pensions LLC, based in San Francisco, CA. She has 12 years of industry experience and has been with Florin Pensions since 2012. Florin Pensions LLC specializes in pension consultancy and investment advice for UK expatriates and other nationals residing in the United States who have UK-based pension plans. The firm provides written pension reviews, transfer assessments, and recommendations for pension trustees and investment managers, focusing on UK/EU pension arrangements rather than general portfolio management.

James Johns is a financial advisor at Vios Asset Management LLC in San Francisco, CA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Vios Asset Management since 2002. Vios Asset Management provides discretionary investment supervisory services to individuals, including high-net-worth clients, retirement plans, foundations, and trusts. The firm applies a $1,000,000 account minimum and manages accounts using a combination of charting, fundamental, and technical analysis, employing both long- and short-term trading tactics along with derivatives and short-selling strategies.

Kelly Kane is a CFP® and ChFC® with 26 years of industry experience, currently serving at Broadwing Capital Advisors, Inc. since 2003. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a member of the advisory board and a limited partner of LA Ballena Mexico Partners, LLC, where she provides business advice to general partners. Broadwing Capital Advisors offers discretionary portfolio management and financial planning for individuals, families, and trusts, along with non-discretionary investment advice to employer-sponsored retirement plans. The firm manages model portfolios focused on low-cost ETFs and dividend-paying stocks, using fundamental screening and third-party research to guide investment decisions.

Manuel Apolonio is a CFP®-designated financial advisor at Hanke & Apolonio Wealth Advisors LLC in San Francisco, with 10 years of industry experience. He previously worked at LPL Financial and Hanke & Co. Wealth Management LLC. In addition to his advisory role, he provides life coaching services through his own business, Manuel Raguro Apolonio Life Coaching. Hanke & Apolonio Wealth Advisors is a two-advisor firm offering discretionary asset management and comprehensive financial planning to individual and high-net-worth clients. The firm’s investment process is based on fundamental analysis and tailored client objectives, utilizing a range of strategies including long-term holdings, active trading, and option writing.