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 credential and less than one year of industry experience. Prior to joining Astor, he worked at Stripe for three years and was a student for sixteen years. Astor provides subscription-based robo-advisory portfolio management to individual investors, including both retail and high-net-worth clients, using AI-assisted, non-discretionary investment recommendations delivered through mobile and messaging platforms. The firm’s unique approach includes a trading feature that forwards client-approved U.S. equity orders to brokers and a subscription pricing model rather than traditional asset-based fees.

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 24 years of experience in the financial advisory industry. He has worked at RHS Financial, LLC since 2009, following prior roles at Merrill, J.P. Morgan Securities, and Citigroup Global Markets. RHS Financial provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as charities, trusts, estates, and business entities. The firm manages discretionary portfolios totaling approximately $220 million in assets under management and combines asset management with financial planning, employing a portfolio approach based on asset allocation and various analytical methods.

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 financial advisor with Macroclimate LLC in Sausalito, California, holding a Series 65 designation and over 21 years of industry experience. He has served as Managing Director of Geofinancial Analytics, Inc. and Geofinancial Analytics Canada Corp., independent firms focused on using advanced geospatial technology to support the clean energy transition. Kriss is also a member of the Sustainability Council at Dimensional Fund Advisors, contributing to sustainability investment solutions. Macroclimate LLC provides discretionary investment management and ongoing portfolio supervision primarily for individuals, families, donor-advised funds, and nonprofit organizations. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, emphasizing disciplined asset allocation, low-cost passive and factor-based funds, and an ESG strategy that minimizes exposure to fossil fuels while favoring sustainable companies.

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 with Rutherford Investment Management in San Francisco, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Merrill Lynch and Telescope Partners. Outside of his advisory role, he is co-founder and co-CEO of Aestuary, Inc., a company that sells consumer packaged goods online. Rutherford Investment Management is a fee-only firm that provides discretionary portfolio management and investment advisory services to individuals and institutional accounts. The firm manages separate accounts and pooled vehicles, including a Multi-Cap Growth Fund focused on U.S. equities, and serves as investment manager to a collective investment trust for qualified employer-sponsored defined contribution plans.

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.

Michael Castro is a CFP®-certified financial advisor with 27 years of industry experience. He has worked at Contango Wealth Management since 2025 and previously spent seven years at Marin Wealth Advisors LLC and five years with Charles Schwab & Co., Inc. Contango Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management and customized financial planning. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to develop tailored investment plans aligned with clients’ time horizons and risk tolerances.

Elena Hawk is a financial advisor at Hawk Advisory LLC in San Francisco, CA, with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and J.P. Morgan Securities. Outside of advising, she operates fee-based financial education seminars and digital courses. Hawk Advisory LLC provides financial planning, investment management, and tax preparation services primarily to individual clients. The firm uses an asset-allocation framework informed by modern portfolio theory, combining passive and active strategies and offering socially conscious options when requested.

Abraham Martinez is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at Amara Financial, LLC since 2020 and previously held roles at Brio Financial Group and Ameriprise Financial Services, Inc. Martinez is also a licensed insurance agent for fixed products. Amara Financial serves individuals, corporations, and employer-sponsored retirement plans with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach grounded in Modern Portfolio Theory and offers specialized services such as cost segregation studies and corporate-structure analyses.

Robert Oliver is a CFP® and CFA® with 22 years of experience in financial advising. He has been with Verity Wealth Advisors, LLC since 2003. Verity Wealth Advisors primarily serves individual clients, including both high-net-worth and non-HNW households, as well as a limited number of entities such as retirement plans and trust accounts. The firm offers discretionary portfolio management, comprehensive financial planning, and a privates-tracking service, focusing on tailored investment programs that emphasize fixed-income allocations to manage principal volatility.