Harold Lowe is a financial advisor with Monvia Financial L.P. in Walnut Creek, CA, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Whitehall-Parker Securities, Lincoln Financial Securities, and his own consulting and insurance businesses. Outside of advising, he provides consulting services to political candidates and non-profit organizations and is involved in community outreach through his marketing support work at Lowe Consulting Group. Monvia Financial L.P. offers individualized financial planning, portfolio management, and ERISA retirement-plan advisory services to individuals, high-net-worth households, and plan sponsors. The firm combines fundamental, technical, and cyclical analysis within documented investment policy statements and provides both fiduciary retirement-plan support and traditional wealth management.

Frank Wignall is a financial advisor at Capstan LLC with 27 years of industry experience. He holds a Series 63 designation and has been with Capstan since 1997. Capstan LLC provides discretionary, separately managed account portfolio management to high-net-worth individuals and businesses, offering tailored portfolios that can include global exposures across various asset classes. The firm’s investment process combines fundamental and macroeconomic analysis with oversight from its president, serving a small client base with a focus on individualized service and cross-border investment capabilities.

Robert Lee is a financial advisor at Blueprint Investing LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Blueprint Investing since 2009. Blueprint Investing LLC provides discretionary investment management and wealth management services to individuals, high-net-worth clients, trusts, estates, and individual retirement plan participants. The firm employs a long-term, asset-allocation approach emphasizing broad diversification, primarily using index and passively managed mutual funds and ETFs, and incorporates independent sub-advisers and private fund investments for qualified clients.

Joel Stilwell is a financial advisor at Rosenblum Silverman Sutton SF, Inc. in San Francisco, holding a Series 65 credential with two years of industry experience. He has been with Rosenblum Silverman Sutton since 2013. Rosenblum Silverman Sutton provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, and business entities. The firm emphasizes individualized investment plans based on client risk tolerance, time horizon, liquidity, and tax considerations, using macroeconomic monitoring and fundamental equity analysis as part of its approach.

Michael Hsu is a financial advisor at Asia Global Asset Management, Inc. with 19 years of industry experience. He holds a Series 65 credential and previously worked at Vision Wealth Management, Inc. from 2015 to 2017. Outside of his advisory role, he is the founder and president of the Center for Marketplace Ministries, a nonprofit organization focused on training Christian entrepreneurs. Asia Global Asset Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients by providing financial planning and facilitating co-advisor relationships with independent third-party investment advisers. The firm’s approach centers on aligning client needs and risk tolerance to third-party platforms and model portfolios through non-discretionary advisory support and ongoing oversight.

Erik Wolfers is a CFP® professional with nine years of industry experience, currently serving at First and Main Financial in Piedmont, CA. He has been associated with Wolfers Asset Management since 2001. First and Main Financial manages client assets on a discretionary basis, primarily serving individual investors and revocable trusts. The firm emphasizes long-term diversification and periodic rebalancing using mutual funds, ETFs, and various fixed income options, and also provides comprehensive financial planning and pension plan participant services.

Jarrett Brady is a financial advisor at Pursue Wealth Partners, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Kingswood Capital Partners, J Alden Associates Inc., and Raymond James & Associates. He is also CEO of White Rabbit Cap, Inc., an entity related to Pursue Wealth Partners for legal and accounting purposes. Pursue Wealth Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $243 million in assets, offering customized, primarily long-term investment strategies that incorporate fundamental and technical analysis, using a range of investment vehicles including mutual funds, ETFs, equities, bonds, options, and alternative investments.

Michael Zaidlin is the principal advisor at Madrone Investment Advisory, LLC in San Rafael, CA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has operated Madrone Investment Advisory since 2009 and concurrently maintains a law practice under the Law Offices of Michael H. Zaidlin since 2006. Madrone Investment Advisory serves individual investors, retirement plans, trusts, estates, and charitable organizations by providing direct asset management on a primarily non-discretionary basis. The firm emphasizes client-approved, evidence-based, low-cost investment strategies and offers discretionary ERISA 3(38) investment management for qualified retirement plans.

William Wong is a financial advisor at Antigravity Investments with eight years of industry experience and holds a Series 65 designation. He has held roles at Walmart Inc., Vizio Inc., Capital One, and is the Chief Executive Officer of Better, PBC, a research organization focused on life improvement in the wellness industry. Antigravity Investments provides web-based, discretionary asset management services to individual clients through an interactive platform that uses a combination of fundamental, technical, cyclical, and quantitative analysis for security selection. The firm emphasizes an internet-first operating model with automated account alignment and client communication through its app.

James Gebhardt is a CERTIFIED FINANCIAL PLANNER™ professional with 30 years of industry experience. He is the principal of Gebhardt Group, Inc., where he has worked since 2005. Prior to that, he held roles at Integrity Alliance LLC and 401K Masters, LLC. Gebhardt also operates as an independent insurance agent, focusing on fixed insurance products. Gebhardt Group provides discretionary investment management and financial planning services primarily for individuals, trusts, estates, charitable organizations, and retirement plan participants. The firm employs an actively managed, trend-oriented “Protected Growth” strategy and serves a high-net-worth clientele through coordinated planning and multiple custodial and third-party platforms.

Michele Sine is a financial advisor with ImpactAdvisor LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked in real estate with Berkshire Hathaway HomeServices Drysdale Properties since 2017 and Coldwell Banker Residential Brokerage prior to that. In addition to her advisory role, Michele holds a California Real Estate Sales License and occasionally advises clients on property transactions. ImpactAdvisor LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, and retirement plans. The firm manages portfolios using a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, offering a range of strategies including separately managed accounts, digital indexing, private placements, and real estate investments.

Brian Hogan is a financial advisor at Stonebridge Capital Management NW, LLC with 23 years of industry experience. He has been with Stonebridge since 2009 and previously worked at Charles Schwab from 2003 to 2009. He holds Series 63 and Series 66 designations. Stonebridge Capital Management NW, LLC provides discretionary portfolio management and investment supervisory services to individuals, high net worth clients, charitable institutions, foundations, and endowments. The firm emphasizes customized investment allocations based on client risk tolerance, age, and objectives, using a framework that includes Core index funds and ETFs, Alpha actively managed strategies, and Alternatives such as hedging and option strategies.

James Johns is a financial advisor at Vios Asset Management LLC in San Francisco, CA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Vios Asset Management since 2002. Vios Asset Management provides discretionary investment supervisory services to individuals, including high-net-worth clients, retirement plans, foundations, and trusts. The firm applies a $1,000,000 account minimum and manages accounts using a combination of charting, fundamental, and technical analysis, employing both long- and short-term trading tactics along with derivatives and short-selling strategies.

Kelly Kane is a CFP® and ChFC® with 26 years of industry experience, currently serving at Broadwing Capital Advisors, Inc. since 2003. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a member of the advisory board and a limited partner of LA Ballena Mexico Partners, LLC, where she provides business advice to general partners. Broadwing Capital Advisors offers discretionary portfolio management and financial planning for individuals, families, and trusts, along with non-discretionary investment advice to employer-sponsored retirement plans. The firm manages model portfolios focused on low-cost ETFs and dividend-paying stocks, using fundamental screening and third-party research to guide investment decisions.

Manuel Apolonio is a CFP®-designated financial advisor at Hanke & Apolonio Wealth Advisors LLC in San Francisco, with 10 years of industry experience. He previously worked at LPL Financial and Hanke & Co. Wealth Management LLC. In addition to his advisory role, he provides life coaching services through his own business, Manuel Raguro Apolonio Life Coaching. Hanke & Apolonio Wealth Advisors is a two-advisor firm offering discretionary asset management and comprehensive financial planning to individual and high-net-worth clients. The firm’s investment process is based on fundamental analysis and tailored client objectives, utilizing a range of strategies including long-term holdings, active trading, and option writing.

Michael Johnson is a CFP® and CFA® with 10 years of industry experience. He has been with Benningfield Financial Advisors, LLC since 2014, where he serves as one of three advisors. Benningfield Financial Advisors provides integrated financial planning and discretionary investment management to high-net-worth individuals and families, as well as pension and charitable accounts. The firm employs a strategic asset allocation approach, combining passive index and ETF investments with select active managers, and manages accounts under limited discretionary authority.

Mark Sifling is a CFP® with 20 years of experience in financial advising at Simple Life Financial, where he has been a principal since 2006. He also serves as the principal consultant of Blu Pagoda LLC, a management consulting firm that provides services to financial companies. Simple Life Financial offers investment advisory and financial planning services to individuals, families, small businesses, and related entities, with experience serving multi-generational households through tailored investment profiles, cash-flow and liquidity planning, and coordination with clients’ other professional advisors.

Ian Tongol is an advisor at Investment Growth Management, Inc. with one year of industry experience. His prior work history includes positions at Armanino LLP, Century Group, and Robert Half. Outside of his advisory role, he is also involved with ECA Marketing. Investment Growth Management provides discretionary portfolio management and financial planning primarily for individual clients, including high-net-worth households, as well as business retirement-plan sponsors and participants. The firm focuses on long-term, diversified portfolios combining equities, fixed income, mutual funds, and individual securities, and offers additional services such as personal cash-flow tracking and educational presentations.

Bruce Leppla is the principal of Leppla Capital Management LLC in San Francisco and holds a Series 65 designation with 14 years of industry experience. He is also a partner at the law firm Lieff Cabraser Heimann & Bernstein LLP, where he provides litigation services. Leppla Capital Management LLC offers discretionary portfolio management and financial planning to individuals, trusts, business entities, and retirement plans. The firm employs a range of investment strategies across multiple asset classes and supports a small client base while managing multi-tens of millions in assets.

Isabella Tam is a Series 65-licensed advisor at Beyond Wealth Advisory LLC with two years of industry experience. She has worked at firms including IEQ Capital, LLC and Fisher Investments. Outside of her advisory role, she is employed in tax preparation at C&R Tam Tax Services. Beyond Wealth Advisory serves individual, high-net-worth, trust, pension, and corporate clients with discretionary asset management and comprehensive financial planning. The firm employs a range of analytical methods and asset allocation strategies tailored to client objectives, managing approximately $73 million for about 87 clients.