Jason Kim is the sole advisor at Rosasharn Investment Management, LLC, an independent firm based in San Francisco, CA. He holds a Series 65 designation and has 11 years of industry experience. Kim is also president of Alpha Gaming, Inc., a business consulting firm. He has been involved with Knighted Ventures, LLC since 2012. Rosasharn Investment Management provides discretionary portfolio management for individuals, high-net-worth clients, and small businesses. The firm employs a long/short equity and global macro strategy using fundamental and technical analysis across multiple asset classes, including derivatives and leverage, with some clients subject to performance-based fees.

Robert Horowitz is a CFA® charterholder with 23 years of industry experience. He operates Robert Horowitz Wealth Management, an independent advisory firm based in Mill Valley, CA, where he provides discretionary investment management and financial planning services. Horowitz has managed his own firm, Robert V. Horowitz, LLC, since 2003. Robert Horowitz Wealth Management offers fee-only investment management and financial planning to individuals, families, and trusts, focusing on a client base of busy professionals and retired couples. The firm emphasizes a strategic asset allocation approach using primarily passively managed mutual funds with global diversification, and it maintains a close operational relationship with Dimensional Fund Advisors.

Adam Sharma is a financial advisor at Sharma Everyday Finance in Oakland, CA. He holds a Series 65 designation and has prior experience in health-care management and consulting, including roles at Central California Alliance for Health and San Francisco Health Plan totaling over a decade. Sharma Everyday Finance provides hourly financial planning, investment consulting, and portfolio management services for individuals and families, serving both non-high-net-worth and high-net-worth clients without account minimums. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing low-cost, diversified allocations and tax-aware planning, with additional offerings that include financial education and group workshops.

Zahid Jafry is a financial advisor at Onus Observer LLC in San Francisco, CA, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Rootlogix LLC, Zerodown, Merrill, EvaBot, and Stilt. Onus Observer LLC provides discretionary asset management, financial planning, and consulting services, including non-discretionary advisory work for third-party managers. The firm customizes portfolios and plans based on client goals, time horizons, and risk tolerances, employing fundamental and cyclical analysis, and offers strategies such as option writing and cash-management platform recommendations.

Marc Werres is a financial advisor at Hinde Group LLC in San Francisco, CA, holding a Series 65 designation with 16 years of industry experience. He has been with Hinde Group since 2015. Hinde Group provides discretionary investment management to individual and institutional clients through separately managed accounts, focusing on a value-oriented, concentrated equity strategy with multi-year holding periods. The firm employs primary fundamental research and uses derivatives, leverage, and cash allocations as risk-management tools, serving a small client base with portfolio management for pooled investment vehicles and offering detailed performance reporting.

Byron Spain is a CFA® charterholder and the sole advisor at Savi Finance, an independent firm based in San Francisco, CA. He has no prior industry experience before founding Savi Finance in 2025 but held various roles in organizations including Claritas Rx, Bravado Network, and ProductPlan. Outside of his advisory role, he was involved with UC Irvine Recreation from 2016 to 2019. Savi Finance provides discretionary investment management, retirement planning, and financial planning services primarily to individuals and high-net-worth clients. The firm employs a passive, evidence-based investment approach mainly using ETFs and model portfolios, with a subscription and hourly fee structure instead of asset-based fees.

Kathryn Song is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of experience, operating her own firm, Katy Song Financial Planning, Inc. Prior to founding her independent practice, she worked at Domain Money Advisors, LLC and SoFi Wealth LLC. She is the founder and sole proprietor of her fee-only financial planning firm in Mill Valley, CA. Katy Song Financial Planning, Inc. serves individuals and families with comprehensive financial planning and investment consultation on a non-discretionary basis. The firm emphasizes fixed-fee and hourly billing models, using fundamental analysis and Modern Portfolio Theory principles, and typically recommends low-cost index funds and ETFs for diversified allocations.

Robert Stutch is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Fidere in San Francisco, CA, where he has worked since 2009. He is involved in various technology projects, including a smart contract blockchain initiative called DXAnthus. Fidere primarily advises high-net-worth individuals, families, and estates, focusing on restructuring inherited estates, assisting clients during advisor transitions, and supporting technology founders anticipating liquidity events. The firm combines macroeconomic analysis with fundamental and technical investment approaches, offering comprehensive financial planning, portfolio management, and estate-management/family-office services, alongside an affiliated insurance unit.

Peter Lee is a financial advisor at GP Wealth Management, LLC in Alameda, CA, holding a Series 65 designation with 13 years of industry experience. He has been with GP Wealth Management since 2012. GP Wealth Management provides asset management and portfolio supervision for individual and institutional clients, including high-net-worth individuals, pension plans, trusts, and corporate entities. The firm tailors portfolios to clients’ financial situations and objectives, employing a combination of fundamental, technical, and cyclical analysis alongside strategic and tactical asset allocation.

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.

I launched Focused Finances, a sole proprietorship, in 1994 and transitioned to Focused Finances, LLC, in 2004. My objective then and now is to help individuals and couples with their financial planning and investment needs. My advice and insight have been featured in the San Francisco Chronicle, the Oakland Tribune, the Huffington Post, Real Simple, and the Wall Street Journal, among others. I am a member of the National Association of Personal Financial Advisors (NAPFA), which is the premiere professional association for fee-only financial planners, and the XY Planning Network (helping advisors serve the other 99% effectively). I am a Certified Financial Planner™ and hold an MBA in Finance from California State University, Hayward (now CSU East Bay). I am also a well-trained and avid musician (my undergraduate degree is in music, and I pursued graduate work as well). I specialize in choral singing and an unusual Baroque instrument – the viola da gamba. I perform with the San Francisco Bay Area Chamber Choir, California Bach Society, participate in numerous vocal and instrumental music workshops, and informal musical gatherings. For me, music is an important touchstone; it’s one of the ways I keep my life in balance.

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.

Frederick Borden is a CFP® professional with 29 years of experience in the financial advisory industry. He is the principal of On Keel Capital, an independent firm based in Mill Valley, CA, and has previously worked at Equius Partners, LLC and Sutter Securities Inc. Outside of his advisory role, he is also engaged in raising capital for private and public companies through his registered representative position at Sutter Securities. On Keel Capital provides fee-only financial planning, wealth-planning, and investment advisory services to individuals, families, trusts, and charitable organizations. The firm employs an evidence-based investment approach focused on strategic asset allocation, diversification, tax awareness, and incorporates ESG factors, managing client accounts primarily on a non-discretionary basis with regular reviews and client authorization required for trades.

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.

Sara Ellefsen is a CFP® and Series 65-registered financial advisor with 22 years of industry experience. She has been the principal of Golden Gate Personal Financial Planning since 2004. The firm serves individual and high-net-worth clients by providing comprehensive, goals-based financial planning, investment advice, and investment management. Golden Gate Personal Financial Planning emphasizes diversified, liquid portfolios with a focus on tax- and cost-efficiency, managing client accounts primarily on a discretionary basis and offering specialized planning for stock grants, company benefits, and complex asset situations.

Dylan Maney is a financial advisor at Maney Wealth with seven years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments and Northern Trust. Maney Wealth provides discretionary investment management for pooled and institutional-type clients, along with standalone financial planning and consulting services. The firm uses a combination of fundamental, technical, and cyclical analysis to build goals-based portfolios and employs various asset-allocation strategies, focusing on public securities and occasionally alternative investments.

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.

Wealth Script Advisors offers a wealth management experience unlike any other, designed specifically for tech professionals. With 12 years of experience in the financial advisory industry and certifications such as CFP®, CFA®, and Enrolled Agent, we bring a comprehensive understanding of the unique challenges of equity compensation, concentrated investments, tax strategy, and real estate. Our expertise is rooted in a deep knowledge of the tech sector, allowing us to craft strategies that address the complexities of your financial world while simplifying the path forward. Three key pillars truly separate us from the rest: First, our deep expertise in working with tech professionals. We understand the intricacies of your compensation structures and have the experience to help you maximize wealth while managing the tax implications. Second is our personalized investment experience, which focuses on customization and driving utility. Third, we offer a white-glove boutique experience. Our firm combines the personalized attention of a small, exclusive practice with the expertise and resources of a much larger firm, ensuring that every interaction is seamless and tailored to your specific needs. At Wealth Script Advisors, we’re committed to delivering strategic, thoughtful advice with an unwavering focus on your long-term financial success. Whether you’re navigating equity compensation, building wealth through real estate, or looking for a partner to guide you through life’s financial milestones, we provide the kind of individualized attention that ensures you feel supported and confident every step of the way.