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.

Holly Kindel is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Prospettiva Financial since 2019. Her prior experience includes roles at Occidental Asset Management and Mosaic Financial Partners. She is also principal of Delphi Coaching, providing financial coaching outside of trading hours. Additionally, she serves as treasurer for Sage Financial Solutions, a nonprofit focused on training financial professionals to assist low-to-moderate income individuals. Prospettiva Financial serves individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $116 million in discretionary assets. The firm employs tailored portfolios primarily using mutual funds and ETFs, emphasizes regular account reviews, and provides specialized retirement-plan advisory services, including work with state and municipal government clients.

Benjamin Packard is a financial advisor at Lula Financial in Oakland, CA, holding a Series 65 credential with seven years of industry experience. He has been with Lula Financial since 2018 and has been self-employed since 2010. Outside of advising, he produces videos for non-profits, dedicating a small portion of his time to this activity. Lula Financial provides financial planning and portfolio management services to individual clients, including high-net-worth individuals. The firm emphasizes passive investment strategies using index funds and ETFs, and offers a fee model based on fixed, hourly, and subscription arrangements rather than asset-based fees.

Allyn Alves is an advisor at Silver Oak, LLC, holding Series 65 and Series 66 licenses with no prior industry experience. His work history includes roles at Primerica, Liberty Mutual, and other companies, as well as founding Boston Games LLC, a video game development business. Silver Oak, LLC is a California-registered investment adviser serving high-net-worth individuals, families, institutional clients, businesses, and startups. The firm offers estate and trust planning, non-discretionary portfolio management, and standalone financial planning, using a combination of technical, fundamental, and quantitative analysis to align portfolios with client goals.

Gregory Smith is a financial advisor at Baer Investment Advisory LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Birch Run Capital Advisors, LP and Century Gorge, Inc. Baer Investment Advisory LLC provides discretionary portfolio management to individuals, high-net-worth clients, trusts, and corporations, creating customized Investment Policy Statements and implementing tailored model portfolios. The firm utilizes a blend of fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework, employing both long- and short-term trading along with derivative strategies.

Gerald Fegler is a financial advisor at Contango Wealth Management LLC with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Contango in 2025, he has been associated with Marin Wealth Advisors LLC since 2016. Contango Wealth Management provides investment advisory services to individual and high-net-worth clients, focusing on discretionary portfolio management and tailored financial planning. The firm integrates fundamental analysis, modern portfolio theory, and quantitative methods to create personalized investment strategies.

Richard Truong is a financial advisor at Benningfield Financial Advisors, LLC in San Francisco, CA, holding Series 63 and Series 65 licenses with six years of industry experience. He worked at Dragon Financial Group for five years before joining Benningfield Financial Advisors in 2019. Benningfield Financial Advisors provides integrated financial planning and discretionary investment management to high-net-worth individuals, families, pension, and charitable accounts. The firm employs a strategic asset allocation approach with globally diversified portfolios combining passive index and ETF holdings alongside select active managers.

Luke Carlson is a financial advisor with QST Capital LLC who holds a Series 65 designation and has nine years of industry experience. His previous experience includes a one-year role at Ernst & Young. In addition to his advisory work, he serves as a treasury consultant, providing strategic guidance on treasury technology and internal programs to various corporate management teams. QST Capital LLC offers discretionary portfolio management and advisory services to individual clients, retirement accounts, other advisers, and institutional clients. The firm employs a quantitatively driven investment approach that combines systematic models with discretionary decisions, utilizing a range of instruments including leveraged ETFs and derivatives across both pooled funds and separately managed accounts.

Paul Stenard is a financial advisor with Investment Advisor Associates, Inc. in Mill Valley, CA, holding Series 63 and Series 66 designations and bringing 48 years of industry experience. He has worked at Bank of America, N.A. since 2012 and Merrill since 2009. Investment Advisor Associates, Inc. primarily serves individual and high-net-worth clients through discretionary asset management, manager-selection programs, and limited-scope hourly consultations. The firm employs a blend of fundamental and technical analysis across a range of strategies, including both long-term and active approaches, and operates as a fee-only adviser that documents client goals with investment policy statements.

Jacob Levy is a CFP® with three years of industry experience, currently serving as an advisor at Conquis Financial LLC since 2024. His prior roles include positions at Foreside Funds Distributors LLC, Matthews International Capital Management, LLC, The Burgiss Group LLC, Caissa LLC, and Tiedemann Advisors LLC. Outside of his advisory work, Levy is the president of Eastbayshore Eruv Corporation, a religious nonprofit organization. Conquis Financial LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm integrates passive and active strategies with tax-aware portfolio management, employing diversification and Modern Portfolio Theory principles to tailor investments to client objectives and risk tolerance.

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.

Benjamin Sampson is a CFP® with six years of industry experience, currently serving as a financial advisor at Miller Avenue Advisors LLC. He previously worked at Brighton Jones for five years and has held roles outside of finance, including positions with the Arizona Department of Education and the Chicago Cubs. Miller Avenue Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, and plan sponsors. The firm also offers private placement investment services and ERISA 3(21) limited-scope fiduciary services, managing portfolios according to clients’ goals, time horizons, and risk tolerances.

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.

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 charterholder and Series 63 licensee with 4 years of industry experience. He has been with Strong Bridge Advisors LLC since 2011 and is also a partner at Financial Technology Solutions LLC, a consulting business. Strong Bridge Advisors serves individuals, defined contribution retirement participants, privately held corporations, endowments, and foundations, providing discretionary investment management, financial planning, and investment consulting. The firm employs a value-oriented, bottom-up fundamental research process and manages accounts with an emphasis on position sizing, sector rotation, and liquidity aligned with client risk tolerance.