William Kan is a financial advisor at Candent Capital, LLC in San Francisco, holding the CFP®, CFA®, and Series 66 designations with 15 years of industry experience. He has worked at Candent Capital since 2012. Candent Capital serves individuals—particularly mid- and late-career professionals preparing for retirement or life transitions—as well as high-net-worth individuals, trusts, estates, charitable organizations, and businesses. The firm operates as a fee-only fiduciary offering integrated wealth management, discrete financial consulting, and educational seminars, following a planning-centric process with an emphasis on long-term, diversified, tax-efficient investment strategies.

Alicia Ivancovich is a CFP® professional with 27 years of industry experience. She has led Financially Healthy, LLC since 2011, an independent advisory firm based in Oakland, CA. Outside of her advisory role, she volunteers with Advisers Give Back, providing free personal financial advice by phone. Financially Healthy, LLC serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, combining passive and active investment strategies with quarterly account reviews.

Zhaokun Yang is a CFA® charterholder with eight years of industry experience, currently serving as the sole advisor at Plutus Wealth Management. His prior experience includes roles at M Holdings Securities and FW Group, LLC, where he also engages in managing Chinese restaurant operations. In addition to his financial advisory work, he acts as a financial analyst for Wellspring Consulting, focusing on portfolio analysis and financial research. Plutus Wealth Management offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and institutional entities. The firm utilizes a combination of technical and fundamental analysis across various strategies and provides performance-based fee arrangements and pension plan consulting services.

Tan Phan is a CFP® professional with 14 years of experience in financial services. He is the principal of TAN Wealth Management in San Francisco, a firm he has led since 2018. Prior to founding his firm, he worked at Pruco Securities and Prudential Insurance Company of America for seven years. Phan also teaches graduate-level financial planning at Golden Gate University's Ageno School of Business and works as an independent licensed insurance agent. In addition, he provides home care services through Alameda County. TAN Wealth Management offers wealth management and comprehensive financial planning to individual investors, families, and small businesses, delivering one-time plans, hourly planning, and ongoing monthly retainer subscriptions. The firm partners with a third-party manager for investment implementation on a non-discretionary basis, focusing on a thorough discovery process and long-term asset allocation informed by macroeconomic and fundamental research.

Donald Bussmann is the founder and Chief Investment Officer of Velmark Capital Management LLC. He holds the Series 63 and Series 65 designations and has over 10 years of experience managing the firm, including proprietary trading and investment research. Based in San Francisco, he focuses on customized, active investment management and financial advisory services. Velmark Capital Management is a boutique firm providing bespoke discretionary separately managed accounts to individuals, families, and institutions. The firm combines portfolio management with financial planning and market advice, and it is registered as a Commodity Trading Advisor, enabling the use of futures, commodity, and FX strategies for qualified clients.

Prasant Sahoo is a CFA® charterholder and principal of Mission Peak Investors, LLC, an independent wealth management firm based in Fremont, CA. He has nine years of industry experience, including time as a self-employed advisor before founding Mission Peak Investors in 2017. Mission Peak Investors is a fee-only practice serving individual and family clients, trusts, and select institutional accounts. The firm focuses on discretionary portfolio management driven by bottom-up fundamental analysis, using a mix of ETFs, mutual funds, closed-end funds, and selected individual securities, with occasional tactical strategies and performance-based fee arrangements for qualified clients.

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.

Dalbir Gill is the principal of Khalis Financial Advisors LLC and holds the PFS™ designation with two years of industry experience. He also owns and operates Dalbir Singh Gill, CPA, a tax and accounting services business. His prior experience includes roles at Stanford Health Care, Kforce, and several accounting firms. Khalis Financial Advisors LLC provides portfolio management, pension consulting, and financial planning services to retirement plans and individual clients. The firm employs a variety of analytical approaches within documented Investment Policy Statements and primarily manages assets on a non-discretionary basis.

Richard Holbrook is the sole advisor at Holbrook Global Strategies in Foster City, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked at Wells Fargo since 1998. Holbrook Global Strategies manages approximately $160 million, providing discretionary investment management primarily for individuals and families, as well as foundations, trusts, pension plans, and other institutional clients. The firm employs a global, long-term, and diversified investment approach across multiple asset classes, with portfolios tailored to client objectives and the capacity to include private placements and illiquid investments.

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.

Michael Power is a CFP® professional with over 30 years of experience, operating Power Investing since 1994. He is also an Enrolled Agent authorized to represent clients before the IRS, providing tax preparation and representation services alongside his investment advisory work. The firm offers discretionary investment management and comprehensive financial planning to individuals, families, and small businesses. Power Investing employs a fundamental analysis approach, emphasizing broad diversification with ETFs and individual securities, and integrates in-house tax services as part of its client offerings.

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.

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.

John Gardner is a CFP®-certified financial advisor with 36 years of industry experience. He has worked at Equity Research & Portfolio Evaluation, Inc. since 2001. Gardner is the sole advisor at Blackhawk Wealth Advisors, an independent firm based in Danville, CA. Blackhawk Wealth Advisors provides discretionary investment management, financial planning, and independent security research to individuals, trusts, estates, and investment companies. The firm employs a proprietary blend of fundamental and technical analysis to manage portfolios across various asset classes, focusing on risk reduction and predictable income through both long- and short-term strategies.

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.

Vladimir Belinsky is the sole advisor at Hermitage Advisors, Ltd. in Danville, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Hermitage Advisors since 2003. Hermitage Advisors, Ltd. serves a small, concentrated roster of primarily high-net-worth individual clients, providing individualized portfolio management and ongoing investment advice. The firm employs a primarily non-discretionary approach, selecting and monitoring external investment managers based on a multi-decade network of research, with client decisions made collaboratively.

Alexander Conaghan is the principal of Conaghan Financial Services in Dublin, CA, holding a Series 65 credential with 12 years of industry experience. His work history includes roles at Strand Boyce O'Shaughnessy CPAs and TruNote Investment Advisors. He also operates a sole-proprietorship tax and accounting service known as Five Star Tax and Accounting. Conaghan Financial Services serves individual investors, small and medium-sized businesses, pensions, trusts, and other entities, providing financial planning, portfolio management, retirement planning, college savings advice, and small-business retirement plan services. The firm integrates tax-related services into its advisory work and employs a proprietary investment process that emphasizes risk mitigation and a combination of quantitative and qualitative analysis.