Robert Regan is the principal of Regan Financial Group, LLC in Danville, CA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has led Regan Financial Group since 2016. Outside of his advisory work, Regan serves on the St. Mary's College Alumni Board and acts as an insurance agent specializing in life, disability income, long-term care, and property and casualty insurance. Regan Financial Group provides investment management and financial planning services primarily to individual clients, as well as trust, estate, and retirement-plan clients. The firm employs an academic, factor-based investment approach grounded in Modern Portfolio Theory and the Fama-French model, constructing broadly diversified portfolios and generally managing assets on a non-discretionary basis.

I’m Gitanjali Kumar, CFP®, founder of Worthique, a fee only financial planning firm serving women and their families in the San Francisco Bay Area and virtually across the United States. I bring more than 20 years of experience in financial services. I began my career on financial planning teams at Merrill Lynch and Lincoln Financial, where I helped develop financial plans, support the hiring and development of planners, and evaluate financial planning technology. I later spent more than a decade leading the development of financial planning and digital wealth platforms at Fiserv, U.S. Bank, and fintech firms. I founded Worthique to provide a thoughtful, judgment free space where women can talk openly about money and take greater ownership of their financial lives. I work with women who already lead their household’s financial decisions, as well as those stepping into that role for the first time. My clients often include professionals building and managing wealth, women navigating equity compensation, and those preparing for or living in retirement. As an immigrant, I also understand the experience of building financial confidence within a new and unfamiliar financial system. My approach combines empathy, technical expertise, and a modern planning experience designed to make financial planning feel clear, practical, and even a little less overwhelming. Together, we connect the dots across investments, taxes, equity compensation, retirement income, Social Security, healthcare, insurance, cash flow, and estate planning. The goal is not simply to organize the numbers. It is to turn them into a plan that helps you move forward with greater confidence.

Michael Mccoy is a financial advisor at Arden Wealth Management with 22 years of industry experience. He holds a Series 66 designation and worked previously at Lincoln Financial Securities Corporation for seven years. He is also a licensed insurance agent offering disability insurance, fixed/indexed annuities, and life insurance products. Arden Wealth Management provides portfolio management and financial planning services primarily to individual clients. The firm employs a long-term trading approach using various analysis methods and typically implements portfolios with mutual funds, ETFs, fixed income, and annuity products.

Huayu Tsu is the sole advisor at Huayu Tsu Investment Management in Dublin, CA, holding a Series 66 designation with 10 years of industry experience. Prior to founding his firm in 2016, he worked at Lockheed Martin. He is also the general partner of Buffalo Real Estate Investments LP, overseeing its real estate investment holdings. Huayu Tsu Investment Management serves select individuals and families, including business owners, professionals, executives, and retirees, through discretionary portfolio management focused on asset allocation using cost-efficient, value-oriented ETFs. The firm is notable for its significant non-U.S. client base and reliance on electronic custodial reporting to support cross-border servicing.

Huy Trieu is a CFP® and Series 66-registered financial advisor with 22 years of industry experience. He is the sole advisor at Key Focus Wealth LLC, where he has worked since 2020. Prior to that, he spent seven years at Bellwether Capital Management LLC. Key Focus Wealth LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm also offers ERISA plan services for qualified retirement plans, tailoring investment programs using fundamental and technical analysis along with both long- and short-term strategies.

Sunil Chowdary Vemulapalli is a CFA charterholder based in Pleasanton, CA, with over a decade of experience in investment management across multiple firms including Sensato Investors and Trunk Road Capital. He currently manages Golkonda Investment Advisors and holds a concurrent position at Agora Indexing Technologies LLC. Golkonda Investment Advisors provides fee-only, per-engagement financial planning and non-discretionary investment advice to individual clients, including high-net-worth individuals, families, and trusts. The firm emphasizes diversified, long-term portfolios using low-cost ETFs and index funds, delivering recommendations through written reports without trading authority or ongoing portfolio monitoring.

Rishi Gosalia is the sole advisor at SF Value Capital, LLC, an independent firm based in Pleasanton, California. He holds the Series 65 designation and has seven years of industry experience. In addition to managing SF Value Capital, he has been employed at Google, Inc. since 2013. SF Value Capital provides discretionary portfolio management primarily to individuals, small businesses, trusts, estates, and IRAs, managing approximately $17.25 million across around 31 client accounts. The firm employs a concentrated, value-oriented equity investment approach focused on undervalued companies with long-term growth prospects, typically working with clients who have a ten-year or longer investment horizon.

Michael Lickiss is a financial advisor at Pacific Wealth Advisory Services LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including PKS Investments, Arkadios Wealth Advisors, and Investment Architects, Inc. Outside of his advisory role, he is a partner in The Lk Project, a local performing and recording music group, and tutors high school students in science and math. Pacific Wealth Advisory Services LLC serves individuals and high-net-worth clients with discretionary portfolio management and one-time financial analysis services. The firm manages approximately $96 million across more than 220 client relationships, employing a tactical investment approach based on fundamental, technical, and cyclical analysis.

Ravi Ganjoo is the sole advisor at RG Capital Management, LLC, an independent firm based in Danville, California. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 22 years with his current firm. RG Capital Management provides discretionary investment management primarily for individual and high-net-worth clients through diversified portfolios and a combination of fundamental and technical analysis. The firm employs both long- and short-term trades, occasionally using leverage and derivatives, and offers fee arrangements based on assets or performance.

Anthony Carr is a CFP® professional with 25 years of industry experience. He is the principal of Carr Wealth Management LLC, an independent firm he has led since 2015. Prior to that, he operated as a sole proprietor for nine years. Outside of advisory services, he works part-time as a controller for a small contractor in Pleasanton. Carr Wealth Management LLC provides discretionary investment management and financial planning primarily to individuals in or nearing retirement. The firm applies Modern Portfolio Theory to develop portfolios aligned with clients' objectives and risk tolerances and offers planning and consulting services on an hourly or fixed-fee basis.

Sanjay Misra is a CFA® charterholder and the sole advisor at Acumain Capital, LLC with one year of industry experience. Prior to founding Acumain Capital, he spent eleven years at BlackRock Inc. He also serves as a board member of Calfus Inc., a technology consulting and engineering services firm. Acumain Capital provides discretionary portfolio management focused on equity strategies for high-net-worth individuals and institutional investors. The firm employs a combination of fundamental analysis, quantitative modeling, and macroeconomic research to manage long-only and long/short equity portfolios.

Gregory Crofton is a CFP® professional with 22 years at Adap Tax Financial, Inc. and eight years of industry experience. He serves as a part-time instructor at UC Berkeley Extension, teaching courses in personal finance, accounting, and tax. Adap Tax Financial, Inc. is an independent firm that provides financial planning, discretionary investment management, tax preparation, and tax representation to a diverse client base, including individuals, families, trusts, estates, corporations, and nonprofit organizations. The firm follows a passive, asset-allocation approach utilizing low-cost index funds and ETFs, incorporates options strategies for concentrated equity positions, and integrates tax services with its advisory offerings.

Leon Mazza is a financial advisor at Heritage Grove Wealth Management, LLC in Danville, CA, with 15 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fisher Investments for 12 years and Fidelity Brokerage Services LLC for 6 years. Heritage Grove Wealth Management provides fee-based wealth management services primarily for high-net-worth individuals, trusts and estates, foundations, and select institutional clients. The firm emphasizes custom portfolio construction using fundamental analysis, strategic asset allocation, and tax-efficient investment selection without relying on model portfolios or third-party managers.

Daven Sharma is a CFP® professional with 22 years of industry experience, currently practicing at Abundance Advisers in Pleasanton, CA. He has a diverse background that includes roles in financial planning, tax consultation, and insurance services. Sharma is also involved in nonprofit work as a board member and treasurer of Truekarma.org. Abundance Wealth Advisers is an independent firm serving individual and high-net-worth clients, providing discretionary asset management, financial planning, and education. The firm uses a goal- and time-horizon driven investment approach with a generally passive asset-allocation model and offers specialized services such as ERISA retirement-plan management and pension consulting.

Robert Brown is a CFA charterholder and principal of The R.L. Brown Advisory Group, LLC, an independent advisory firm based in Pleasanton, California. He has 18 years of industry experience and has led his firm since 2007. In addition to his advisory work, he operates R.L. Brown Insurance Services, a life and health insurance business. The R.L. Brown Advisory Group provides asset management and integrated financial planning for individuals, families, trusts, estates, businesses, and organizations. The firm offers discretionary portfolio management guided by Modern Portfolio Theory and a value-oriented investment approach, serving a diverse client base that includes corporate and institutional accounts.

Ryan Dolan is the managing partner of Dolan Partners LLC in Danville, CA, holding the CFP® designation with 15 years of industry experience. He has led Dolan Partners since 2008. Outside of his advisory role, he manages administrative and operational tasks for two multifamily real estate holdings unrelated to investment advice. Dolan Partners provides financial planning, wealth management, and discretionary investment management primarily for individual and high-net-worth clients. The firm customizes portfolios using ETFs, individual securities, and mutual funds, focusing on long-term capital appreciation, risk control, and tax efficiency.

Mark Dossa is a CFP® professional with 24 years of experience in financial advising. He is the principal advisor at Fortitude Wealth Management L.L.C., where he has worked since 2018. Prior to founding Fortitude, he held advisory roles at Dw Advisors LLC and Centara Capital Management Group. Dossa is also a licensed insurance agent and spends a small portion of his time offering fixed insurance products. Fortitude Wealth Management provides discretionary investment supervisory services and portfolio management primarily to individual and high-net-worth clients. The firm emphasizes tailored investment policies based on personal client objectives and uses asset allocation alongside mutual fund and ETF analysis to guide long- and short-term strategies.

Robert Jersin is the principal of Jersin Financial Services in Danville, CA, with 23 years at the firm and 16 years of industry experience. He holds the CFA® designation and Series 63 license. In addition to his advisory work, he serves as president of the firm's affiliated tax preparation business, dedicating half his time to income tax preparation. Jersin Financial Services provides investment management and financial planning to individual clients as well as pension and profit-sharing plan clients. The firm integrates investment decisions with personal income tax planning and offers in-house tax preparation, aiming to address multi-year tax effects and reduce tax drag.

Daniel Leonard is a CFP® with 14 years of industry experience, currently serving as the sole advisor at Powering Your Retirement since 2021. His prior roles include positions at Marathon Retirement Planning and Rice Pontes Capital. In addition to financial advising, he owns and operates Marathon Tax Planning, a tax preparation business, and is a licensed insurance agent. Powering Your Retirement provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, using a blend of analytical methods and both long- and short-term trading strategies. The firm integrates tax preparation and insurance services as part of its offerings and manages approximately $81 million across its client base.

Thomas Manetta is a financial advisor with Manetta Wealth Management, Inc. in Danville, CA. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Prior to founding Manetta Wealth Management in 2023, he worked at Perigon Wealth Management, Anthem Wealth Partners, and several other firms. Manetta Wealth Management is an independent advisory firm focusing on discretionary portfolio management and ongoing investment advice for individuals and high-net-worth clients. The firm uses a combination of charting, fundamental, quantitative and technical analysis, and modern portfolio theory to guide long-term trading strategies.