Joseph Desipio is a CFP®, CFA®, and ChFC® with 17 years of industry experience. He is the principal advisor at Wellington Capital Advisors, LLC, an independent firm he has led since 2019. He also serves as president of Vector Capital Management, Inc., where he provides capital markets advisory and financial modeling services, and teaches economics courses as an adjunct instructor at Delaware County Community College. Wellington Capital Advisors offers discretionary portfolio management and integrated financial and tax planning services to individuals, families, foundations, trusts, and businesses. The firm’s investment approach is based on fundamental analysis and long-term value orientation, utilizing a range of strategies including ETFs, equities, bonds, alternative investments, derivatives, and option overlays.

Christopher Goodmacher is a financial advisor at Uprise Advisers LLC with three years of industry experience. He holds a Series 65 designation and is the co-founder of Ontrail, Inc. Additionally, he operates a small business selling ebooks about college admissions. Uprise Advisers LLC provides financial planning services primarily to individual clients through its website and mobile application, focusing on asynchronous consultation without offering investment management or custody. The firm employs modern portfolio theory in its planning process and operates on fixed pricing models, including a Strategic Partner Program that enables third-party companies to provide planning access for their users.

Alexander Harmsen is a financial advisor at Global Predictions Inc with a Series 65 designation and three years of industry experience. Prior to his current role, he worked at Iris Automation for six years and serves as chairman there. He also acts as a technical advisor at VeriSIM Life. Global Predictions provides online, non-discretionary portfolio allocation recommendations to individual investors through its web application, PortfolioPilot. The firm uses quantitative, model-based analysis and machine learning to deliver personalized investment guidance and tax optimization tools, while clients retain full discretion and custody.

Tyler Rumbaugh is a financial advisor at Wittlin Advisory with one year of industry experience. He holds a Series 65 designation and has previously worked at JP Morgan Chase and First Republic Bank. Wittlin Advisory is a fee-only investment management firm serving primarily high-net-worth individuals, families, and foundations. The firm offers discretionary and non-discretionary asset management, investment advisory, and consulting services, tailoring portfolios based on clients’ goals, time horizons, and risk tolerance using a mix of mutual funds, ETFs, private investments, and digital assets.

Joseph Fuqua is a Series 65-licensed financial advisor at Granite Capital with 19 years of industry experience. He has been with Granite Capital Management since 2000 and has previous experience at Banc of America Securities. Granite Capital Management is an independent advisory firm managing approximately $315 million for about 76 clients. The firm offers discretionary portfolio management and wealth management services to individuals, institutions, and charitable organizations, with an investment approach that emphasizes diversified equity exposure, fixed-income holdings, and a combination of fundamental and technical analysis.

Lisa Shinhira is a financial advisor at Chrome Advisors with 18 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors, Sagepoint Financial, and Cullen Financial Advisors. Chrome Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities with services including asset management, financial planning, and retirement plan consulting. The firm employs asset-allocation-driven strategies combined with quantitative and qualitative analysis and uses third-party platforms and sub-advisers to implement client portfolios.

Antonio Kwok is a financial advisor at AK Global Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with AK Global Asset Management since 2005. AK Global Asset Management provides personalized portfolio management services to individuals, retirement plans, trusts, estates, corporations, and other business entities, focusing primarily on individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis, including long- and short-term trading strategies, and manages roughly $117.8 million in discretionary assets across a small client roster.

Sampurna Khasnabis is a financial advisor at Nia Impact Capital with a Series 65 designation and one year of industry experience. Prior to joining Nia Impact Capital, Khasnabis held roles at the University of Chicago, Ashoka University, the Centre for Civil Society, and Amnesty International India. Nia Impact Capital provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, using a proprietary Six Solutions Themes framework and a gender-lens screen. The firm combines thematic screening with fundamental analysis and engages in active shareholder involvement.

Wheelock Bingham is a financial advisor at Bingham Private Wealth, LLC with 18 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for 10 years before joining his current firm. Bingham is a licensed insurance agent and dedicates a small portion of his time to insurance sales and implementation. Bingham Private Wealth, LLC advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary wealth management, customized investment management, financial planning, and retirement-plan advisory services. The firm employs fundamental analysis with a long-term orientation, utilizes third-party artificial intelligence tools for investment research, and incorporates options and other derivatives in client accounts.

Jessica Chen is a financial advisor at Uprise Advisers LLC with a Series 65 credential and four years of industry experience. She is the co-founder and CEO of Ontrail, Inc., a role she has held since 2020. Outside of her advisory work, Chen owns a carsharing business operating on the Turo platform. Uprise Advisers primarily serves individual clients through asynchronous financial planning delivered via its website and mobile app. The firm offers tailored, non-discretionary planning that incorporates employer benefits and equity compensation, with a subscription model that includes limited ongoing consultation and an uncommon partner-paid Strategic Partner Program.

Jacques Soenens is a financial advisor at Great Gable Wealth Management, LLC with 24 years of industry experience. He holds a Series 65 designation and has worked at Great Gable Advisors, LLC since 2018, previously serving as Managing Partner and Chief Investment Officer at Great Gable Partners, LP from 2004 to 2021. Great Gable Wealth Management provides discretionary portfolio management and financial planning services to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm focuses on balanced portfolios that emphasize capital appreciation through equity and fixed-income allocation, utilizing value-based metrics and competitive advantage assessments.

James Collins is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He is affiliated with Van Strum & Towne Inc, a firm operating since 1998. Van Strum & Towne primarily serves high net-worth individuals and manages accounts across a variety of entities including trusts, foundations, and retirement plans. The firm focuses on fundamental analysis for stock selection, capital preservation, and long-term growth, managing approximately $430 million in assets with a small advisory team.

Scott Berg is a financial advisor at Insight Capital Management with over 43 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Resource Investment Architects, Inc. and Arkadios Wealth. Outside of his advisory role, he is a martial arts instructor serving as a sensei at Aikido of Alamo. Insight Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and foundations. The firm offers portfolio management, financial planning, and educational workshops, using a combination of fundamental and technical analysis to tailor investment strategies to clients’ goals, risk tolerance, and liquidity needs.

Kenneth Silva Ballard Jr. is a Series 66–licensed financial advisor with 10 years of industry experience. He is currently the sole advisor at Communitas Financial Planning PBC and has previously worked with First Affirmative Financial Network, Summit Financial, and other firms. Outside of finance, he owns and operates Chef Pro Life, a consulting and training business in the culinary field. Communitas Financial Planning PBC primarily serves institutional clients such as plan sponsors and retirement plans, focusing on socially responsible investing combined with diversification and asset-allocation strategies. The firm provides services including retirement plan consultation, participant education, third-party manager due diligence, and investment advisory program implementation.

James Boucher is a CFP® with 27 years of industry experience and a Series 63 license. He has been with Wilson & Boucher Capital Management, LLC since 2005. Outside of his advisory work, he serves as a reserve police officer with the Walnut Creek Police Department and holds officer and board positions, including CFO, at a technology start-up, Risoftdev, Inc. Wilson & Boucher Capital Management is a registered investment adviser serving primarily individual clients, including high-net-worth individuals, as well as trusts and pension plans. The firm manages approximately $264.4 million across about 135 client relationships, focusing on discretionary portfolio management and financial planning tailored to each client’s risk tolerance and investment objectives.

Anthony Wan is a CFA® charterholder and holds a Series 66 license, with 15 years of industry experience. He has been with Wealthboost Advisors, LLC since 2016. Wan serves as a board member for Asian Americans Advancing Justice - Asian Law Caucus, an organization focused on legal and civil rights for Asian Pacific Islander communities. Wealthboost Advisors, LLC provides discretionary portfolio management, financial planning, and retirement plan consulting services primarily for individual clients, small business retirement plans, and charitable organizations. The firm employs a goals-based investment process using mutual funds, ETFs, model portfolios, and sub-advisers, and is notable for its legal qualifications and specialized services for charitable foundations and small business retirement plans.

Arabelle Rachel Restauro is a financial advisor at Spiegelman Wealth Management, Inc. in Walnut Creek, CA, holding a Series 66 designation with 19 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Adam Spiegelman, and Northwestern Mutual Wealth Management Company. Spiegelman Wealth Management, Inc. offers personalized investment management and financial planning to individuals, trusts, foundations, retirement plans, and corporations. The firm uses a combination of mutual funds, ETFs, individual stocks, and bonds guided by fundamental analysis and client-specific asset allocation.

Juliana Moravy is a CFP® professional with three years of industry experience, currently serving at Elmwood Wealth Management in Piedmont, CA. She has been with Elmwood Wealth Management since 2014, including its current team structure since 2023. Elmwood Wealth Management is a fee-based, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and various account types. The firm employs a total-return, long-term investment philosophy with both actively managed and ETF-based strategies, integrating ongoing financial planning with portfolio construction and offering specialized tax coordination and retirement plan advisory services.

Holger Berndt is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Rosenblum Silverman Sutton, S.F., Inc. He has been with the firm since 2018 and previously worked at Karp Capital Management and as a consultant to startups. Rosenblum Silverman Sutton, S.F., Inc. provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, and business entities. The firm develops individualized investment plans based on personal consultations and utilizes macroeconomic monitoring and fundamental equity analysis, complemented by tactical rebalancing and fixed-income selection.

B. Brose is a financial advisor with Integrity Wealth Partners, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Integrity Wealth Partners since 2013 and serves as managing partner of Bromari, LLC. Integrity Wealth Partners advises individuals, trusts, pension and profit-sharing plans, and business entities, providing discretionary asset management, financial planning, and retirement plan consulting. The firm emphasizes tailored portfolio supervision with quarterly reviews and employs a range of investment strategies, including option strategies and margin use, while also managing held-away accounts through a third-party platform.