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.

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.

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.

George Berla is a CFA® charterholder and principal at Berla Investment Consulting with over 40 years of industry experience. He previously operated as a sole proprietor under the name George Alexander Berla DBA Berla Investment Consulting before the firm’s reorganization in 2026. In addition to his advisory work, he maintains part-time public sector employment in information systems. Berla Investment Consulting provides investment consulting to institutional clients and high-net-worth individuals, focusing on investment policy, asset allocation, and manager evaluation. The firm delivers non-discretionary advice without managing client accounts or participating in wrap fee programs, and it distinguishes itself by using negotiated fixed or hourly fees rather than percentage-of-AUM charges.

Janine Keeperman is a CFP® with 17 years of experience in financial advising. She is currently with Gebhardt Group, Inc., having held prior roles at Integrity Alliance, LLC, Summit Financial Group, and Ameriprise Financial Services, Inc. Gebhardt Group provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, managing approximately $346 million across three advisors. The firm employs an actively managed, trend-oriented "Protected Growth" strategy combined with a proprietary four-step planning process that includes behavioral assessments.

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.

Noah Intara is a financial advisor with MultiPolar Capital LLC, holding Series 65 and Series 66 licenses and nine years of industry experience. He has worked at firms including Graphene Capital LLC, SB Value LP, SB Value Partners, Config 27 LLC, and Zoku Inc. Noah is based in Martinez, California. MultiPolar Capital LLC provides discretionary investment management to individuals, retirement accounts, trusts, and various legal entities. The firm employs a high-conviction, concentrated multi-asset approach called the MultiPolar Portfolio, combining fundamental, thematic, and quantitative analysis with a rolling two-year investment horizon.

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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.

Scott Dawson is a CFP® with 24 years of industry experience currently with American Investors Company. He has been affiliated with American Investors Company since 2001 and also serves as a partner and planner at Mosher Financial Advisors, LLC. Outside of investment advisory, he is a licensed insurance agent. American Investors Company provides investment advisory, financial planning, 401(k) advisory, and asset supervisory services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines advisory and brokerage activities within a multi-advisor structure and manages approximately $578 million in client assets.

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.

Sarah Ellis is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at GKV Capital Management Co Inc since 2024 and previously held roles at Curated Wealth Partners, LLC and Morton Capital Management. Prior to her financial advisory career, she spent six years at Peet's Coffee Inc. GKV Capital Management provides discretionary portfolio management and financial planning support to individual and institutional clients. The firm combines top-down macro analysis with bottom-up fundamental research to tailor portfolios, managing approximately $357 million with a three-advisor team.

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.