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.

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.

Dana Soltani is a Series 65-credentialed financial advisor based in Orinda, CA, with seven years of industry experience. She is the principal of Outflyers LLC, an independent firm she founded in 2019. In addition to her advisory work, Dana holds a Senior Director of Product position at Ellie Mae Inc., a technology company. Outflyers LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm combines portfolio management with hourly financial planning and publishes educational materials for the public, tailoring investment strategies to client goals using fundamental and cyclical analysis.

Torr Steinhilber is a financial advisor at Munro Asset Management L.L.C. with 17 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes roles at Alterity Financial Group, Naples Asset Management Company, and Munro Asset Management. Munro Asset Management L.L.C. provides advisory and consulting services to institutional and individual clients, offering portfolio management, retirement plan services, investor education, and subadvisory arrangements. The firm’s investment process involves client data gathering to build diversified portfolios combining active and passive strategies across various asset classes.

Jon Gross is a financial advisor at Orderly Finance with 23 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch from 2012 to 2020. Orderly Finance is an independent firm that offers portfolio management, financial planning, and family-office concierge services primarily for individuals and high-net-worth clients. The firm combines modern portfolio theory with fundamental, quantitative, and technical analysis to build tailored portfolios that may include a range of public and private securities, and employs performance-based fees and derivative strategies in client accounts.

Sulaiman Parwiz is a financial advisor at Golden Lion Wealth Management, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Keller Williams, Parwiz Consulting, and Coaching Partner USA LLC. Golden Lion Wealth Management is an independent firm providing portfolio management, financial planning, and retirement plan consulting to individuals, high net worth clients, trusts, and employer-sponsored plans. The firm combines fundamental, qualitative, and quantitative analysis in its investment approach and offers specialized retirement plan consulting services for plan sponsors, alongside a broader range of corporate and personal tax and consulting services.

Darrell Doi is a financial advisor at INVESDID with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Park Avenue Securities LLC. In addition to his advisory role, he operates as a licensed insurance broker. INVESDID provides financial planning and consulting services to individuals, businesses, and nonprofit organizations, offering retirement plan services and public educational seminars. The firm typically acts as a co-advisor with third-party money managers and focuses on fixed-fee or hourly consulting engagements.

Eugene Chow is a CFA® charterholder with 12 years of industry experience, currently serving as the sole advisor at Paragon Asset Management Inc. He has been with Paragon since 1989. Outside of his advisory role, he operates a computer consulting business focused on investment portfolio accounting and performance calculations. Paragon Asset Management provides discretionary asset management services to individuals, businesses, and charitable organizations, managing approximately $110.7 million across 72 client relationships. The firm customizes investment programs based on clients’ objectives and risk tolerance, employing both fundamental and technical analysis and a broad range of investment instruments.