Andrew Fedeli is the principal of Fedeli Financial, LLC, an independent advisory firm based in Novato, California. He holds a Series 65 designation and has three years of industry experience. Outside of his financial advisory role, he owns a consulting business specializing in Salesforce training. Fedeli Financial, LLC provides portfolio management and individualized investment planning for a small, high-net-worth client base. The firm employs a variety of analytical methods and offers tailored recommendations across diverse investment types, including private placements and venture capital, while maintaining a non-discretionary trading approach.

Paul Cordero is a CFP®-certified financial advisor with 14 years of industry experience, currently practicing at Attune Financial Planning, LLC in San Rafael, CA. He has been with Attune Financial Planning since 2011 and previously was involved with the Financial Planning Association of San Francisco from 2020 to 2023. Attune Financial Planning is a fee-only registered investment adviser that serves individuals, families, and business owners, particularly those nearing or in retirement. The firm offers comprehensive financial planning and wealth management using a passive, asset-class investment approach focused on tax efficiency, and provides both discretionary and non-discretionary advice tailored to each client’s tax situation, risk tolerance, and goals.

Thomas Porta is the sole advisor at Porta Investment Management in Vallejo, CA. He holds the CFP®, CFA®, and Series 63 designations and has 3 years of industry experience. In addition to advising, Porta is a licensed CPA, estate planner, and real estate broker. Porta Investment Management is an independent wealth management and investment advisory firm serving individuals, trusts, pension plans, corporations, and other business entities. The firm provides financial planning, retirement planning, and discretionary portfolio management, incorporating a core portfolio approach with exchange-traded funds and selective individual stocks, along with diversified holdings across multiple asset classes.

Patrick Beresh is a financial advisor at PMB Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with PMB Advisors since 2002. In addition to his advisory role, he is a Certified Public Accountant and occasionally prepares individual tax returns. PMB Advisors serves individual and high-net-worth clients along with their trusts and estates, providing portfolio management and financial planning services. The firm builds personalized investment policies using fundamental and cyclical analysis and typically implements strategies with ETFs, mutual funds, and individual securities.

Jonathan Firestein is a financial advisor at Purpose Capital Advisors with five years of industry experience. He holds a Series 65 credential and has worked previously at Uplifting Capital, Inc. and Ascent Capital Management (U.S. Bank). Purpose Capital Advisors provides investment consulting to mission-driven organizations, wealth management firms, family offices, and foundations, focusing on impact investing and private capital. The firm offers services including investment research, manager selection, and business consulting, emphasizing bespoke impact frameworks that integrate financial analysis with social and environmental objectives.

John Rutledge is a CFP® and CFA® with 16 years of industry experience. He is the sole advisor at Phoundational LLC, an independent firm he has led since 2019. Prior to founding Phoundational, he worked for 11 years at Fairview Capital Investment Management. Phoundational provides investment consulting and financial planning services to individuals, high-net-worth clients, charitable organizations, foundations, endowments, corporations, and other businesses. The firm employs a liability-driven investing philosophy and typically recommends passive, index-based mutual funds and ETFs, operating on a fee-only basis without managing client assets directly.

Quincy Hall is a CFP®-designated financial advisor with 14 years of industry experience. He founded Hall Financial Services, Inc. in 2018 after prior roles at Cetera Advisor Networks and Mass Mutual Investors Services. In addition to his advisory work, Hall teaches financial planning concepts as a lecturer at the College of Marin Community Education and publishes educational books and courses under his Advice Only business. Hall Financial Services, Inc. provides personalized financial planning and advisory services to individual and high-net-worth clients. The firm offers Advice-Only™ standalone planning engagements that are separate from asset management, recommending third-party managers when ongoing portfolio management is desired, and provides educational content through its Advice Only program.

Much like you don't wait to join a gym until you're healthy, you shouldn't wait to work with a financial planner until you're wealthy. Unfortunately, the financial industry historically only wants to work with clients who have -insert any seven-digit-minimum amount of assets-. The good news is there are now plenty of financial planners who will gladly work with clients regardless of how much they have already saved. I am one of those planners. ;) I've been a financial planner for over a decade now, and I've worked lots of different clients from all walks of life. I've come to learn that sticking to the basics and keeping things simple is the best approach when helping clients develop a financial plan. My role is to help guide you on your path to financial freedom. New clients start with a financial plan. This is where we talk about your goals, time horizon, and all the numbers. We’ll review different scenarios so you can see what’s possible. By the end of the initial plan, you should be up and running, moving in the general direction of your goals. From there, we move to ongoing financial planning in which we meet semi-annually to monitor your plan and make adjustments when needed.

Bruce Ritter is the sole advisor at Ritter Wealth Counsel, an independent fee-only wealth management firm based in San Rafael, CA. He holds a Series 65 designation and has over 36 years of experience in the industry. Ritter Wealth Counsel serves primarily high-net-worth individuals and families, as well as trusts, estates, pension, and charitable organizations. The firm offers customized investment programs implemented mainly with passive index funds or ETFs, maintaining predominantly non-discretionary client relationships and a small, concentrated client roster.

Edi Alvarez is a CFP® and holds a Series 65 license with 18 years of experience in financial advising. He has led AIKAPA since 2014 and has been involved with Dual Enterprises since 1990, where he serves as CEO of a publishing business that produces niche books for smaller audiences. AIKAPA serves individuals, families, trusts, non-profits, corporations, and small businesses, often working with executives and business owners. The firm provides comprehensive wealth and financial planning, portfolio management, and retirement plan analysis, offering both managed and guided planning models that use diversified mutual funds and ETFs.

Randall Huyser is a financial advisor with Full Compass Investment Advisors in Novato, CA, holding a Series 63 designation and 21 years of industry experience. He has been with Full Compass Investment Advisors since 2012. Full Compass Investment Advisors provides personalized investment management and advisory services to individuals, families, trusts, retirement plans, and charitable organizations, typically through separately managed discretionary accounts. The firm uses a multi-disciplinary investment process combining fundamental research with quantitative and qualitative analysis to construct tailored portfolios across various strategies.

Joseph Gallagher is a financial advisor at Pacific Crest Asset Management LLC with 31 years of industry experience. He holds a Series 65 designation and previously worked at Dorsey Capital Management and Kimun Lee. Pacific Crest Asset Management LLC provides discretionary portfolio management and prepares Investment Policy Statements tailored to clients’ goals, tax considerations, and risk tolerances. The firm employs a mix of analytic techniques and implements long-term purchase strategies across equities, fixed income, and ETFs, managing client assets internally without third-party managers.

Steven Toomey is a financial advisor at Wholeness Financial in Richmond, California, holding Series 63, 65, and 66 licenses with three years of industry experience. Prior to his current role, he has held positions at several companies including Snout, Inc., where he serves as CFO, focusing on wellness payment plans for veterinary clinics. Wholeness Financial is an independent California-registered investment adviser offering financial planning and investment management to individuals, trusts, small businesses, charitable organizations, and pension/profit-sharing plans. The firm emphasizes personalized financial plans translated into customized investment policy statements, with a discretionary management approach involving diverse asset classes and ongoing portfolio monitoring.

John Cort is a financial advisor with Compass Wealth Advisors in Petaluma, CA, holding a Series 66 designation and 16 years of industry experience. He has been with Compass Wealth Advisors since 2012, where he serves as the firm's sole advisor. Compass Wealth Advisors is an independent, state-registered firm that offers comprehensive financial planning and discretionary investment management to individual and household clients. The firm employs an active management style tailored to clients’ risk tolerance and time horizon, utilizing both fundamental and technical analysis across a range of investment vehicles.

Max Strasburg is the sole portfolio manager at Strasburg Asset Management Company LLC, holding a Series 65 designation with two years of industry experience. He previously worked at View Ridge Capital Management, LP from 2015 to 2020 and is also associated with SAMCO LLC. Strasburg Asset Management Company LLC is an independent, state-registered investment adviser serving high-net-worth individuals, businesses, and institutional clients. The firm employs a value-oriented, opportunistic strategy focused on common equity in developed markets, managing concentrated portfolios with a disciplined fundamental research approach.

Daniel Edwards is the sole advisor at Dan Edwards Investment Advisory Services, LLC, an independent firm based in Corte Madera, CA. He holds a Series 65 designation and has eight years of experience in the industry. Prior to founding his firm in 2017, he was self-employed for 11 years. Dan Edwards Investment Advisory Services provides portfolio management and limited consultation primarily to individual clients and couples, typically with a minimum investable amount of $100,000. The firm focuses on retirement-income planning through diversified portfolios mainly composed of Vanguard no-load mutual funds, offering personalized service including mailed quarterly summaries and optional research-based consultations.

Donald Clephane is a CFP® professional with 30 years of industry experience. He is the sole advisor at Diversified Planning Concepts, Inc. and has been associated with Oak Tree Securities since 2001. In addition to financial advising, he is licensed to sell insurance products and offers estate planning services. Diversified Planning Concepts serves individuals and couples, including high-net-worth clients, executives, small business owners, and retirees, as well as certain pension plans, trusts, and estates. The firm provides investment advisory, portfolio management, retirement projections, tax and estate planning, and education-funding analysis, emphasizing broadly diversified portfolios with a conservative bias toward capital preservation.

Michael Boulton is a financial advisor at Financial Solutions in Mill Valley, CA, holding a Series 65 designation with 22 years at the firm and 2 years of industry experience. Financial Solutions is a single-advisor independent practice managing approximately $32.4 million across 13 high-net-worth clients. The firm provides asset management, financial planning, and retirement planning, using a disciplined investment approach that combines charting, fundamental, technical, and cyclical analysis with periodic rebalancing. Financial Solutions typically manages accounts on a discretionary basis and offers both hourly and fixed-fee planning.

Paul Bonapart is a financial advisor with Financial Security Planning Services, Inc. in Corte Madera, CA. He holds a Series 63 designation and has 36 years of industry experience. His career includes over three decades at Commonwealth Financial Network and ownership of Financial Security Planning Services, Inc. Since 2025, he has also been affiliated with Raymond James Financial Services. The firm provides personal financial planning and advice to individuals, high-net-worth clients, trusts, estates, and related entities, offering services such as financial inventory, investment and insurance analysis, and retirement and estate planning on an a-la-carte basis. Recommendations are developed through client interviews and research, with implementation often conducted via affiliated broker-dealer or insurance channels.

I specialize in growing families that work in the medical and technology industries. My wife has worked as a physician since 2013, so I'm familiar with the challenges that those in the industry face. Geographically, we are located in the Bay Area, so my practice has naturally become split between medical professionals as well as those working at tech companies, with a significant portion coming from Google.