Raj Brahmbhatt is the sole advisor at Aldabra Capital Management and holds a Series 65 credential with six years of industry experience. He has been with Aldabra Capital Management since 2020 and concurrently serves as a senior director in global marketing at Visa Inc., a payment technology company. Aldabra Capital Management provides discretionary investment management primarily to individuals, small businesses, trusts, estates, and IRAs through separately managed accounts. The firm employs a concentrated, high-conviction equity strategy focused on publicly traded companies with durable economics and long-term growth potential, managing a small client base with a uniform portfolio approach.

Greg is a Fee Only Financial Advisor, supporting clients through all phases of financial life. Specializing in Employee Equity Compensation Planning, Greg helps clients understand their options related to ISOs, NQSOs, RSUs, ESPPs and more, working with clients to understand how to use their benefits to achieve their financial goals. Whether you have one or many financial questions, and need help deciphering your options, Greg can help you navigate your financial decision making.

Alsida Canton is a financial advisor at CLBI Investments Inc with 13 years of industry experience. She has been with CLBI Investments Inc since 1988. CLBI Investments Inc provides discretionary investment management and related portfolio services to a focused client base including individuals, trusts, charitable organizations, pension and profit-sharing plans, and certain corporate clients. The firm employs an opportunistic investment approach within a conservative framework emphasizing capital preservation, using fundamental, technical, and cyclical analysis along with asset allocation when appropriate.

Valerie Gospodarek is a CFA® charterholder with 18 years of experience in financial advising. She is the principal of VG Financial Consulting, LLC, an independent firm she has led since 2017. Her prior roles include positions at Schmerling Financial Group, Garrison Murphy Wealth Management, and VR Advisors. VG Financial Consulting serves individuals, families, and financial professionals, particularly executives with stock-based compensation who may not meet traditional wealth management asset thresholds. The firm focuses on financial organizing, comprehensive planning, and implementation coaching without managing client assets, offering specialized services such as stock option modeling and cost-basis research.

Keo Chao is a CFP® and Series 66-registered financial advisor with 17 years of industry experience. He is the sole advisor at Point4ward Financial Planning, where he has worked since 2020. His prior experience includes roles at Prudential and Cathleen Petersen EA. Point4ward Financial Planning offers tailored investment management and financial planning services to individual clients, focusing on both project-based advice and comprehensive one-year planning engagements. The firm employs a primarily passive, asset-class based investment approach supplemented by fundamental security analysis and utilizes model portfolios from a sub-advisor as part of its strategy.

Joaquin Wallace is a financial advisor with Seven Stages Wealth LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His background includes roles at Prudential Financial Planning Services, Penn Mutual, and LPL Enterprise. He also serves as an adjunct instructor at Golden Gate University and engages in media and consulting activities outside of his advisory work. Seven Stages Wealth LLC advises individuals, high-net-worth clients, and businesses, providing discretionary investment management along with written financial planning and consulting. The firm builds portfolios primarily with low-cost, diversified mutual funds and ETFs, employing a long-term investment approach centered on strategic asset allocation informed by fundamental and behavioral analysis.

Dana Nelson is a CFP® and Series 65 credentialed financial advisor with 20 years of industry experience. He is the principal of Truetide Wealth, LLC, an independent firm he founded in 2018, and has been associated with Bell Investment Advisors, Inc. since 2003. In addition to his advisory role, Nelson provides consulting services to investment adviser representatives at Bell Investment Advisors. Truetide Wealth offers discretionary investment management and financial planning services to individual clients and entities, focusing on customized investment policies that combine fundamental, technical, and cyclical analysis. The firm operates as a solo practice with a small client base and employs both passive and active strategies tailored to client goals and risk tolerance.

Alexander Page is the sole advisor at Page Capital Private Wealth Management, LLC in Walnut Creek, CA. He holds a Series 66 designation and has nine years of industry experience, including five years with Morgan Stanley and one year at Tesla. Page serves on the finance board committee at Saint Mary’s Elementary School, where he is involved in budgeting, financial review, and programs to support school maintenance and teacher retention. Page Capital Private Wealth Management is an independent, single-advisor registered investment adviser serving individuals, trusts, estates, charitable organizations, and small- to midsize companies. The firm employs a variety of analytical and asset allocation methods and offers both discretionary and non-discretionary portfolio management alongside standalone financial planning and consulting services.

Justin Ward is a CFP® professional affiliated with Compass Wealth Planning LLC and has two years of industry experience. Prior to joining Compass Wealth Planning, he worked at Raymond James Financial Services Advisors, Inc. and other firms. He also assists Summit Financial Group in client engagement and investment research. Compass Wealth Planning LLC provides discretionary asset management and consulting services to individual and high-net-worth clients, including sponsors of qualified retirement plans. The firm constructs portfolios based on client goals and risk tolerance, utilizing fundamental analysis and Modern Portfolio Theory.

David Carroll is a financial advisor at Palisade Financial in Orinda, CA, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Palisade Financial since 2011. Palisade Financial is an independent registered investment adviser that provides discretionary portfolio management and advisory services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and typically seeks discretionary trading authority, employing a range of instruments and higher-risk trading techniques.

Robert Dawson is a financial advisor with Dawson Investment Management in Walnut Creek, CA, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at LPL Financial and Ameriprise Financial Services. Dawson Investment Management provides investment advisory and wealth management services to individual and high-net-worth clients, focusing on customized, primarily long-term strategies implemented on a discretionary basis. The firm offers a range of portfolio options including mutual funds, ETFs, individual securities, and unit investment trusts, and features a wrap fee program that combines transaction, custody, and administrative costs into its asset-based advisory fee.

Martin Johnson is a financial advisor with 31 years of industry experience, currently serving as the principal of 361 Financial Planning, Inc. He holds Series 63 and Series 65 licenses and has worked at his independent firm since 2016. In addition to his advisory role, Johnson is president and managing attorney of 360 Estate Planning, Inc., providing legal services related to estate planning and asset protection, and serves as an associate director and finance coach for MBA students at the University of Notre Dame. 361 Financial Planning, Inc. offers wealth management and portfolio management services to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes a long-term investment approach with fundamental analysis and primarily manages assets on a non-discretionary basis, combining ongoing financial planning with tailored investment strategies.

Jun Zhu is a CFA® charterholder and the sole advisor at Crystal Investment Management, where he has worked since 2010, accumulating 16 years of industry experience. He operates a separate business selling proprietary asset allocation signals to other advisors, generated through an automated computer program. Crystal Investment Management is an independent registered investment adviser that provides financial planning and discretionary investment management to individuals, high-net-worth clients, and institutions. The firm combines fundamental and quantitative methods, employing global macro and tactical asset allocation strategies alongside a long/short statistical-arbitrage approach.

Patrick O'Brien is the sole advisor at Jackson Peak Capital LLC in Lafayette, CA, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Serent Capital and JP Morgan Securities LLC. Jackson Peak Capital LLC provides discretionary portfolio management to individuals, high-net-worth clients, and select institutional clients. The firm employs a comprehensive investment process that includes fundamental, cyclical, quantitative, and technical analysis, managing accounts on a discretionary basis in accordance with client-specific Investment Policy Statements.

Ty Rollins is the sole advisor at Ty Rollins, Inc. in Walnut Creek, CA, holding a Series 65 designation with three years of industry experience. Prior to founding his firm, he worked for 25 years at AT&T Services, Inc. and also operates One Source Lighting, Inc. since 2019. Ty Rollins, Inc. provides fee-only financial planning services to individuals and high-net-worth clients, focusing on comprehensive written or electronic plans and ongoing support. The firm does not offer investment management or custody of client funds and emphasizes passive portfolios with low-cost index funds and ETFs, along with tax-sensitive retirement planning topics. Services are billed as fixed or subscription fees, with compensation accepted only directly from clients.

Timothy Oshima is a CFP® with 13 years of experience in financial advising. He is the principal advisor at Acclaro Wealth Management, LLC, where he has worked since 2015, and he is also a co-owner of Simplera Benefits & Insurance Solutions. Outside of advising, he provides input on user interface and other aspects for a financial software development project. Acclaro Wealth Management offers investment management and financial planning to individuals, qualified retirement plans, trusts, and small businesses. The firm uses a disciplined approach that includes written Investment Policy Statements, ongoing monitoring, and a combination of fundamental, technical, and cyclical analysis, with implementation methods that may involve model portfolios, independent money managers, and wrap-fee arrangements.

Sean Gurson is a financial advisor at Unlock Investments in Walnut Creek, CA, holding Series 63 and Series 65 licenses with seven years of industry experience. His background includes roles at Moody's Analytics, York Solutions WEX, and Wells Fargo Advisors. Outside of advisory work, he has experience in proprietary trading and data engineering. Unlock Investments provides discretionary investment advisory services to high-net-worth individuals, focusing on tailored portfolio management and managed account programs. The firm emphasizes risk-managed strategies and performance-based compensation, with a distinctive approach to transparency and operational structure for a small independent advisor.

Sunandan Clerk is a CFP®, CFA®, and Series 66-registered financial advisor with 10 years of industry experience. He is the sole advisor at Dhamma Capital, an independent advisory firm based in Walnut Creek, CA, where he has worked since 2019. Prior to founding Dhamma Capital, he held positions at Regal Investment Advisors, Consilium Wealth Management, and Wells Fargo Clearing Services. He is also a registered tax preparer with the California Tax Education Council, although he currently does not engage in tax preparation activities. Dhamma Capital manages approximately $70.8 million for a select client base that includes individuals, high-net-worth households, small businesses, and retirement plans. The firm offers discretionary and non-discretionary asset management, financial planning, and referrals to third-party money managers, using a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios to client objectives and risk tolerance.

Mario Hernandez is a CFP® with 38 years of experience in the financial services industry. He is the principal of Longevity Wealth Management LLC in Walnut Creek, CA, where he has worked since 2022. Prior to founding Longevity Wealth Management, Hernandez spent over two decades at Gemmer Asset Management LLC. He also provides access to estate planning software through an online platform separate from his advisory practice. Longevity Wealth Management offers investment management, financial planning, and access to third-party advisory programs for individuals, charitable organizations, and retirement plans. The firm primarily allocates client assets through third-party managers and turnkey platforms, providing coordinated financial planning and portfolio management with quarterly reviews.

Andrew Fisher is the sole advisor at Southfork Investment Management, holding a Series 65 credential with experience dating back to 2013 across roles including End-to-End Analytics and his own advisory practice. He has been with Southfork Investment Management since its founding in 2024. Southfork Investment Management serves individuals, high-net-worth clients, trusts, and business entities with discretionary and non-discretionary investment management and financial planning. The firm’s approach focuses on quantitative analysis and diversified, risk-based portfolios using primarily no-load mutual funds, ETFs, individual stocks, and bonds, offering both advisory discretion and quarterly account reviews.