Nicolas Benit is a financial advisor at WE Financial Group with a Series 65 credential and no prior industry experience. He previously worked at Oui Financial, Sasu Gestpat, and Banque Courtois. Outside of his advisory role, he is the owner and director of SASU GESTPAT, a financial planning business based in France. WE Financial Group serves individual and high-net-worth clients with discretionary investment management, financial and estate planning, and offers educational seminars on personal finance. The firm uses a combination of fundamental, technical, and cyclical analysis alongside varied investment strategies, and provides access to options-based products and specialized third-party managers.

Nadim Nahas is a financial advisor at Nwk Group with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Nwk Group since 2002. Nadim is also a 50% partner in the firm. Nwk Group provides discretionary and non-discretionary investment supervisory services, financial planning, cash management consulting, and pension/institutional consulting to individuals, including high-net-worth clients, and retirement plans. The firm combines fundamental, technical, quantitative, and qualitative analysis with formal asset-allocation work and ongoing monitoring, offering regular performance reporting that includes comparisons to market indices and peer rankings.

Daniel Hochstetler is a financial advisor at Astor with a Series 65 designation and one year of industry experience. Prior to joining Astor, he worked at Stripe for three years. Astor provides subscription-based robo-advisory services to individual and high-net-worth clients through an AI-assisted online platform, offering personalized investment advice without discretionary trading or account minimums.

John Yang is a financial advisor at Pacrim Advisory Services with 24 years of industry experience. He holds a Series 66 designation and has been with Pacrim since 2012. In addition to his advisory work, he is a licensed life and health insurance agent. Pacrim Advisory Services provides investment advisory services primarily to individual, non–high-net-worth households and does not offer ongoing portfolio management. The firm follows fiduciary standards and offers educational seminars and workshops as part of its client services.

Risley Sams is a CFP® with 23 years of industry experience and has been with RHS Financial, LLC since 2009. He holds Series 63 and Series 65 licenses and operates out of San Francisco, CA. RHS Financial provides investment advisory and planning services to individuals, trusts, estates, charitable organizations, ERISA accounts, and business entities. The firm integrates financial planning with portfolio management, employing a mix of analysis techniques and offering both discretionary and non-discretionary management.

Ryan Mc Carthy is a CFP® professional with six years of experience at McCarthy Asset Management, Inc. and Stephen P. McCarthy, CPA. He previously worked for three years at PricewaterhouseCoopers, LP and spent a year at the University of Southern California. McCarthy Asset Management, Inc. serves individual investors, trusts, small businesses, and pension plans, managing approximately $422.4 million on a discretionary basis. The firm emphasizes long-term, diversified portfolios across multiple asset classes and integrates tax preparation and planning services as part of its offering.

Colby Davis is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with RHS Financial, LLC since 2015. RHS Financial provides investment advisory and planning services to individuals, trusts, estates, charitable organizations, ERISA accounts, and business entities. The firm combines discretionary and non-discretionary portfolio management with integrated financial planning, managing approximately $234 million in client assets with a small advisory team.

Leonid Pinski is a financial advisor at Vega Capital Group LLC in San Francisco, CA, holding a Series 65 designation with 24 years of industry experience. He has been with Vega Capital Group since 2001. Vega Capital Group provides discretionary investment management primarily to individual clients, including high net worth individuals, as well as corporations, trusts, estates, and charitable organizations. The firm employs investment strategies combining fundamental and technical analysis with dynamic allocation across equities and fixed income, using instruments such as exchange-traded funds, options, and derivatives to manage market risk.

Robert Stafford is the principal of Stafford Capital Management LLC in Sausalito, CA, with 19 years of industry experience. He has been involved with Stafford Capital Management since 1986 and is also the general partner of Pacific Management, Ltd. Stafford serves on the board of directors of Passur Aerospace, attending quarterly meetings annually. Stafford Capital Management provides discretionary portfolio management primarily for high-net-worth individuals, families, trusts, and small business entities. The firm focuses on equity and equity-related securities using a bottom-up, fundamental investment approach with a growth-at-a-reasonable-price orientation, constructing concentrated portfolios typically holding 25–30 stocks.

Nilesh Nanavati is a CFA®-credentialed financial advisor at Strong Bridge Advisors LLC with five years of industry experience. He has been with Strong Bridge Advisors and Financial Technology Solutions LLC since 2011. Outside of advising, he is a partner in a consulting business, Financial Technology Solutions LLC. Strong Bridge Advisors serves high-net-worth individuals, retirement plans, corporations, endowments, and foundations with discretionary investment management, financial planning, and investment consulting. The firm employs a value-oriented, bottom-up investment approach focusing on publicly traded equities, ETFs, mutual funds, and fixed income.

Christopher Dodds is a financial advisor with Crown Oak Advisors and holds Series 63 and Series 65 licenses. He has five years of industry experience and has worked with firms including Coinbase Global, The Cynosure Group, Baron Capital Group, and The Charles Schwab Corporation. Dodds serves on the boards of directors for The Charles Schwab Corporation and Charles Schwab Bank and acts as a consultant to Baron Capital Group and The Cynosure Group. Crown Oak Advisors provides discretionary investment management and institutional consulting to individuals, trusts, estates, charitable organizations, endowments, and other institutions. The firm employs an equity-focused investment approach combining fundamental, cyclical, and behavioral finance analysis to identify undervalued businesses for long-term ownership.

Raymond Navarro is a financial advisor at Antigravity Investments with two years of industry experience. He previously worked as an analyst for mergers and acquisitions at StoneBridge Acquisition Corporation and held a position at The Vant Group. Antigravity Investments offers web-based, discretionary asset and portfolio management services to individual clients, using an online onboarding process and a combination of fundamental, technical, cyclical, and quantitative analyses for security selection. The firm operates primarily through a digital platform that facilitates fee payments and client communications.

Mark Kriss is a Series 65-licensed financial advisor at Macroclimate LLC with 21 years of industry experience. He has been with Macroclimate since 2004 and serves as Managing Director of Geofinancial Analytics, Inc. and Geofinancial Analytics Canada Corp., independent data providers focused on advancing the clean energy transition through geospatial technology. He is also a member of the Sustainability Council at Dimensional Fund Advisors. Macroclimate provides discretionary investment management primarily to individuals, including high-net-worth clients, as well as donor-advised funds and nonprofit organizations. The firm employs a Modern Portfolio Theory–based, long-term buy-and-hold strategy using passive and factor-based funds, with an emphasis on environmental, social, and governance (ESG) factors in its investment process.

Min Kim is a financial advisor at Twin Lakes Capital with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Twin Lakes Capital Management since 2005 and First Allied Securities since 2000. Twin Lakes Capital serves primarily higher-net-worth individuals and families, offering customized portfolio management and financial planning. The firm combines macroeconomic analysis with proprietary fundamental research to build long-term, value-oriented, tax-efficient portfolios and also sources private investment opportunities for qualified clients.

Katherine Piersanti is a financial advisor at Beacon Coast Partners, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at UBS Financial Services and Merrill prior to joining Beacon Coast Partners. 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 a long-term investment approach supported by both fundamental and technical analysis.

Ronan Gaudario is a financial advisor with Luna Capital Management, LLC in Burlingame, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Luna Capital since 2017 and was previously with VOYA Financial Advisors. Outside of advising, he is a licensed real estate agent and an independent insurance agent. Luna Capital Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing techniques such as asset allocation and options strategies, while also providing estate-planning coordination and ongoing suitability reviews.

Adam Brzeczek is a financial advisor at Rutherford Investment Management with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch and Telescope Partners. Outside of his advisory role, Brzeczek is co-founder and Co-CEO of Aestuary, Inc., a consumer packaged goods company selling products online. Rutherford Investment Management provides discretionary portfolio management and ongoing advisory services to individuals, trusts, pension plans, charitable organizations, and institutional clients. The firm customizes portfolios using fundamental and technical analysis and manages accounts in a tax-aware manner, serving as investment manager to a collective investment trust and a multi-cap growth fund.

Brian Acard is a financial advisor at NWK Group with 29 years of industry experience. He holds a Series 63 designation and has been with NWK Group since 2014. The firm provides discretionary and non-discretionary investment supervisory services, financial planning, cash management consulting, and pension/institutional consulting to individuals, including high-net-worth clients, and retirement plans. NWK Group employs a multi-faceted investment process incorporating fundamental, technical, quantitative, and qualitative analysis, along with formal asset allocation and ongoing portfolio monitoring.

Karen Goodfriend is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. She has been with WealthValues, LLC (formerly KK Wealth Advisors, LLC) since 2006. WealthValues serves individual and high-net-worth clients by providing portfolio management, financial planning, and consultative wealth management services. The firm employs a diversified, tax-aware investment approach, combining active and passive strategies, and manages client accounts primarily on a discretionary basis.

Michael Castro is a CFP® with 26 years of industry experience. He is currently with Contango Wealth Management LLC and has previously worked at Marin Wealth Advisors LLC and Charles Schwab & Co., Inc. since 2012. Contango Wealth Management provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients, tailoring investment strategies to each client’s goals, income, taxes, and risk tolerance. The firm employs a long-term trading approach that combines fundamental analysis, modern portfolio theory, and quantitative methods.