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 20 years of industry experience. He has worked at Asia Global Asset Management since 2009 and previously at Strategic Wealth Advisors Group and FSC Securities Corporation. Outside of advising, he is involved in selling fixed life insurance policies. Asia Global Asset Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients by providing financial planning and selection-and-monitoring services for independent third-party investment advisers. The firm focuses on matching clients’ needs and risk tolerance with third-party platforms and model portfolios, offering non-discretionary services with ongoing oversight and periodic reviews.

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 Series 65 licensed financial advisor at ImpactAdvisor LLC with three years of industry experience. He also serves as Director of Finance and Operations at Pranger Law PC, a law firm where he manages financial reporting and analysis. ImpactAdvisor LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and retirement plans, offering a range of portfolio management and consulting solutions that integrate fundamental, quantitative, and cyclical analysis alongside modern portfolio theory.

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Aureliana Lopes Monteiro is a financial advisor at Strategic Wealth Capital with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Sanctuary Wealth. Strategic Wealth Capital serves high-net-worth individuals, families, business owners, and executives with comprehensive financial planning and investment management, using a combination of wrap-fee programs and third-party money managers to tailor portfolios according to client objectives.

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.

Scott Dawson is a CFP® professional with 25 years of experience in the financial services industry. He is a principal at Mosher Financial Advisors LLC and is also a licensed individual insurance agent. His career includes long-term associations with American Investors Company and Mosher & Ellis Financial Planning. Mosher Financial Advisors provides financial planning and investment advice to individuals, trusts, retirement plans, and other entities. The firm focuses on a structured planning process and investment research but does not hold client assets, typically referring clients to third-party money managers while facilitating securities transactions.

Robert Gillooly is a CFA® charterholder with 14 years of experience in the financial industry, currently serving as an advisor at Elmwood Wealth Management since 2012. He is based in Berkeley, CA, and works alongside three other advisors at the firm. Elmwood Wealth Management serves individuals, high-net-worth households, trusts, foundations, donor-advised funds, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and a dedicated fixed-income offering. The firm employs a total-return, open-architecture investment approach that combines active equity selection, diversified fixed income, and thematic or international exposure, while incorporating private fund investments for accredited clients after due diligence.

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 Series 65 registered advisor with 13 years of industry experience. He has worked at Wellington Capital Advisors, LLC since 2016 and previously operated Bishop Wealth Management, LLC from 2013 to 2015. Based in San Francisco, CA, he is currently one of two advisors at his firm. Wellington Capital Advisors provides discretionary portfolio management along with integrated financial and tax-planning services to individuals, high-net-worth families, foundations, trusts, and businesses. The firm’s investment approach emphasizes fundamental analysis and long-term value, utilizing a range of strategies including option-writing overlays, single-stock approaches, and short positions.

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.

Eric Tang is the sole advisor at Portfolio Management Technology with 28 years of industry experience. He has served as managing member of Fitech Asset Management, L.P. since 1999 and Fitech Domestic Partners, LLC since 2000. Tang has been affiliated with Portfolio Management Technology since 1988. Portfolio Management Technology provides performance attribution and risk analysis for fixed income portfolios to institutional and professional clients, including corporate pension plans and family offices. The firm specializes in non-discretionary advisory services, using proprietary models to deliver detailed return and risk analytics across multiple fixed income sectors.

Bruno Akira Koba Sato is a financial advisor at Astor with a Series 65 credential and no prior advisory experience. His background includes roles at Gaus, Inc., Stanford Graduate School of Business, Monashees, Nubank, and the University of Sao Paulo. Astor provides subscription-based robo-advisory portfolio management to individual investors, delivering personalized, AI-assisted investment recommendations through mobile and messaging platforms. The firm uses a combination of AI, fundamental, and quantitative analysis to tailor advice, with client-approved trading available for U.S. equities.

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.