Maosong Fu is a financial advisor with Tianhu Investments in Foster City, CA, holding a Series 65 credential and four years of industry experience. He has prior work experience at Twitter, Inc. and currently works as a software engineer at Samsung Research America, where he designs and develops big data software. Tianhu Investments provides investment supervisory services and discretionary separately managed account management primarily for individual and high-net-worth clients. The firm employs a process-driven, systematic investment approach based on quantitative analysis and proprietary computer models to manage actively traded, diversified portfolios across multiple asset classes.

Brett Bucher is a CFP® professional with 26 years of experience in the financial services industry. He is the sole advisor at Bucher Wealth Advisors, an independent firm he founded in 2010. In addition to his advisory role, he is also an insurance broker. Bucher Wealth Advisors serves individuals, trusts, corporations, and retirement plans by providing asset management and financial planning, including separately managed account services and pension consulting. The firm employs a combination of fundamental, technical, and cyclical analysis in managing portfolios and offers advice primarily on a non-discretionary basis while using the Pontera® platform for held-away retirement accounts.

Robert Beck is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. He is currently the sole advisor at Lemniscate Partners Advisory LLC, having previously worked at ICONIQ Capital, Adero Partners, Private Management Group, Inc., Bryant Stibel, and Pepperdine University. Lemniscate Partners Advisory LLC is an independent registered investment adviser focusing on high-net-worth individuals, trusts, estates, and business entities, particularly fund partners, entrepreneurs, and technology employees with concentrated professional exposures. The firm provides combined investment management and financial planning services, emphasizing cost and tax efficiency, deliberate diversification, and client-specific, exposure-aware portfolio construction.

Tony Pico is the sole advisor at Pico Associates in Oakland, CA, where he has worked since 2005, accumulating 21 years of industry experience. Pico Associates provides retirement income planning, portfolio management, and educational IRA services for individual and family clients. The firm emphasizes diversified allocations using mainly no-load mutual funds and ETFs, with ongoing monitoring and proprietary fund analysis conducted by the principal. It operates as a fee-only adviser with a primarily non-discretionary implementation model and serves a small client base.

Jeffrey Conn is a financial advisor at Phil Advisors LLC in San Francisco, CA. He holds Series 65 and Series 63 credentials and has experience working with several firms, including Fusion Laboratories LLC and BroadWest Partners. He is also a case writer for business school case studies at Stanford University Graduate School of Business. Phil Advisors LLC is an independent registered investment adviser that provides discretionary investment management and advisory services to nonprofit organizations, foundations, and charitable entities. The firm uses a rules-based, automated platform to tailor model-based strategies focused on liquidity needs, growth, or ESG integration, implementing recommendations through vetted third-party portfolios.

Joseph Presti is the sole advisor at Joseph M. Presti Investments in San Francisco, CA. He holds a Series 65 credential and has eight years of industry experience. Prior to founding his firm in 2017, he was self-employed for one year. Outside of his financial advisory work, Mr. Presti is a 50% owner and manager of HL Holdings LLC, a business involved in the production and design of clothing and household products. Joseph M. Presti Investments is a fee-based, state-registered sole proprietorship that provides discretionary and non-discretionary portfolio management to individuals, high-net-worth individuals, institutions, and trusts. The firm employs a value and business-perspective investment approach with a multi-year horizon, focusing on long-term equity ownership identified through proprietary quantitative screens and detailed fundamental analysis.

Paul Roach is a CFP® professional with 18 years of industry experience, operating Roach Investment Services since 2005 in San Mateo, CA. He holds Series 63 and 65 licenses as well. Outside of advisory work, he manages residential real estate investments as a property owner and landlord. Roach Investment Services provides discretionary investment management and financial planning to individuals, families, high-net-worth clients, trusts, estates, and a variety of business and retirement plan clients. The firm develops customized asset allocations using individual securities and managed investments, serving a broader client base including small businesses and retirement-plan clients.

Clayton Earle is a financial advisor at Elevate Wealth Management, L.L.C. in San Francisco, CA, with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. In addition to his advisory role, he works as an independent financial consultant and substitute teacher, and he is president of an S-Corp with no current operating assets. Elevate Wealth Management provides portfolio management and advisory services to individuals, high-net-worth clients, charitable organizations, and 401(k) plan sponsors. The firm uses a mix of fundamental, quantitative, technical, and modern portfolio theory analyses, incorporating both long- and short-term trading strategies across a wide range of investment instruments.

Adam Gould is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Dogpatch Wealth. His prior roles include positions at Boustead Securities, Growth Capital Services, Emerson Equity, Robert Baird & Co., Barclays Capital, Lehman Brothers, and Ameriprise. He is also the owner and operator of Dogpatch Capital, a non-discretionary registered investment advisor focused on financial planning and investment management. Dogpatch Wealth provides discretionary investment management and comprehensive wealth-management services to individuals, including high-net-worth clients, as well as trusts, estates, and private foundations. The firm develops individualized investment policy statements and implements portfolio strategies using a variety of asset classes, and it serves as adviser and general partner to a venture capital fund-of-funds available to accredited investors.

Khoi Nguyen is a CFP® and CFA® certified financial advisor with 20 years of industry experience. He is the principal of Wata Capital LLC, an independent registered investment adviser based in San Francisco, where he has worked since 2018. Prior to founding Wata Capital, he spent 11 years at Ameriprise Financial Services, Inc. Wata Capital manages approximately $8.4 million in discretionary assets for a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, nonprofits, and business entities. The firm employs a value-oriented, concentrated equity strategy and offers discretionary investment management alongside standalone financial planning and consulting services.

Joseph Pach is the principal owner and managing member of Corcovado Investment Advisors, LLC, with over 20 years of industry experience including two decades at Mellon Capital Management. He holds a Series 65 credential and has led Corcovado since 2021. In addition to advisory services, he manages proprietary futures trading through a Commodity Trading Advisor registration. Corcovado Investment Advisors provides discretionary portfolio management and financial planning to high-net-worth individuals, utilizing a top-down asset allocation process with advanced statistical techniques and options strategies. The firm also offers consulting and litigation support services separate from its investment management business.

Barbara Steinmetz is a CFP® professional with 36 years of experience at Steinmetz Financial Planning, an independent firm based in Redwood City, CA. She has maintained her practice since 1990. In addition to her financial planning credentials, she holds a real estate broker license, which she does not use in client engagements. Steinmetz Financial Planning is a California-registered, fee-only adviser serving individual investors and small business owners. The firm offers financial planning and portfolio management services guided by a fiduciary standard, employing a blend of fundamental, technical, and cyclical analyses with a range of investment exposures.

Gino Greco is the sole advisor at G. P. Greco & Co., Inc., an independent registered investment adviser based in Palo Alto, CA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior roles include positions at Northwestern Mutual and First Republic Bank. Outside of his advisory work, he is a licensed life and health insurance agent managing fixed and indexed personal insurance products through Greco Insurance Agency. G. P. Greco & Co., Inc. provides customized portfolio advisory services primarily to individual clients, managing approximately $4.7 million across 16 accounts. The firm employs a long-term investment approach combining cyclical and fundamental analysis with modern portfolio theory, offering both discretionary and non-discretionary management while limiting advice to a defined range of asset classes.

Warren Jackson is a CFA® charterholder with nine years of industry experience. He is the principal advisor at Kukui Tree Capital Management LLC, an independent firm he has been with since 2024. His prior roles include positions at Media Wealth, Adero Partners, Vista Wealth Management, and Bank of New York Mellon. Kukui Tree Capital Management advises individuals, high net worth individuals, trusts, and estates with discretionary investment management and comprehensive financial planning. The firm’s investment approach centers on fundamental analysis and a long-term orientation, tailoring portfolios to client goals, time horizons, and risk tolerance while overseeing third-party independent managers.

Gerald Butrimovitz is a CFP® with 41 years of industry experience, currently operating Gerald Butrimovitz Wealth Advisory in San Francisco, CA. He has worked with LPL Financial since 2009 and established his independent advisory firm in 2012. He serves as trustee for a family trust. Gerald Butrimovitz Wealth Advisory provides comprehensive financial planning and counseling to individuals, families, trusts, estates, business owners, and retirement plans. The firm offers non-discretionary advice through a documented planning process, including retirement, estate, tax, and protection planning, typically billed hourly with an option for fixed-fee ongoing service.

Terry Wu is the sole advisor at TDirection Asset Management in San Francisco, CA, with 20 years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at Thrivent Investment Management and Serendipity Business Solutions, LLC. In addition to his advisory role, he is involved with TD & Christy Insurance Agency, LLC as a limited partner overseeing business performance. TDirection Asset Management is an independent firm managing discretionary portfolios for individuals, high-net-worth clients, family trusts, and select retirement plans. The firm employs a proprietary in-house research process and a Core & Satellite investment approach that integrates fundamental, cyclical, charting, and technical analysis.

Timothy Heller is the sole advisor at Compass Rose Advisors, Inc., based in San Francisco, CA, with 32 years of industry experience. He has been with Compass Rose Advisors since 1993. Compass Rose Advisors provides discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts and institutional accounts. The firm focuses on concentrated, long-term equity portfolios guided by independent fundamental analysis, managing accounts within client-specified guidelines and offering weekly reviews and annual performance letters.

Edward Pollak Jr. is the principal of EE Fund Management, LLC, an independent firm based in San Francisco, CA, with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked as a senior game industry analyst for Jon Peddie Research since 2006. EE Fund Management provides portfolio management for individuals and trusts, focusing on the video game industry through a sector-specific investment partnership closed to new investors. The firm employs a long-term, low-turnover, buy-and-hold approach with a technology tilt and utilizes multi-tiered research, including a proprietary video game tech index that is rebalanced semiannually.

Ryan Taleghani is a financial advisor at Peninsula Equity Capital with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of his advisory role, he is involved as a partner in a real estate business and operates an online retail store. Peninsula Equity Capital is a state-registered investment adviser serving primarily institutional clients and pooled vehicles. The firm focuses on equity-centered portfolios using a combination of fundamental, cyclical, and behavioral analysis to identify undervalued businesses, with an investment approach that includes concentrated equity positions and the use of derivatives for hedging and trading within separately managed accounts.

Richard Sun is a financial advisor at alphaAI Capital Management in San Francisco, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at Barclays since 2014. alphaAI Capital Management is an independent firm providing discretionary investment management to individuals, high-net-worth clients, corporations, and business entities primarily through an interactive digital platform. The firm employs quantitative and systematic methods combined with fundamental and technical analysis to construct and monitor portfolios, often investing in exchange-listed equities and ETFs while utilizing algorithmic decision-making and a technology-driven approach.