Nilesh Nanavati is a CFA charterholder and Series 63 licensee with 4 years of industry experience. He has been with Strong Bridge Advisors LLC since 2011 and is also a partner at Financial Technology Solutions LLC, a consulting business. Strong Bridge Advisors serves individuals, defined contribution retirement participants, privately held corporations, endowments, and foundations, providing discretionary investment management, financial planning, and investment consulting. The firm employs a value-oriented, bottom-up fundamental research process and manages accounts with an emphasis on position sizing, sector rotation, and liquidity aligned with client risk tolerance.

Christopher Dodds is a financial advisor with Crown Oak Advisors and holds Series 63 and Series 65 licenses. He has five years of industry experience and has worked with firms including Coinbase Global, The Cynosure Group, Baron Capital Group, and The Charles Schwab Corporation. Dodds serves on the boards of directors for The Charles Schwab Corporation and Charles Schwab Bank and acts as a consultant to Baron Capital Group and The Cynosure Group. Crown Oak Advisors provides discretionary investment management and institutional consulting to individuals, trusts, estates, charitable organizations, endowments, and other institutions. The firm employs an equity-focused investment approach combining fundamental, cyclical, and behavioral finance analysis to identify undervalued businesses for long-term ownership.

Raymond Navarro is a financial advisor at Antigravity Investments with two years of industry experience. He previously worked as an analyst for mergers and acquisitions at StoneBridge Acquisition Corporation and held a position at The Vant Group. Antigravity Investments offers web-based, discretionary asset and portfolio management services to individual clients, using an online onboarding process and a combination of fundamental, technical, cyclical, and quantitative analyses for security selection. The firm operates primarily through a digital platform that facilitates fee payments and client communications.

Mark Kriss is a Series 65-licensed financial advisor at Macroclimate LLC with 21 years of industry experience. He has been with Macroclimate since 2004 and serves as Managing Director of Geofinancial Analytics, Inc. and Geofinancial Analytics Canada Corp., independent data providers focused on advancing the clean energy transition through geospatial technology. He is also a member of the Sustainability Council at Dimensional Fund Advisors. Macroclimate provides discretionary investment management primarily to individuals, including high-net-worth clients, as well as donor-advised funds and nonprofit organizations. The firm employs a Modern Portfolio Theory–based, long-term buy-and-hold strategy using passive and factor-based funds, with an emphasis on environmental, social, and governance (ESG) factors in its investment process.

Katherine Piersanti is a financial advisor at Beacon Coast Partners, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at UBS Financial Services and Merrill prior to joining Beacon Coast Partners. Beacon Coast Partners is a wealth management firm serving families, trusts, estates, and businesses with discretionary portfolio management, financial planning, and family-office style services. The firm focuses on customized portfolios using low-cost mutual funds and ETFs, employing a long-term investment approach supported by both fundamental and technical analysis.

Adam Brzeczek is a financial advisor at Rutherford Investment Management with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch and Telescope Partners. Outside of his advisory role, Brzeczek is co-founder and Co-CEO of Aestuary, Inc., a consumer packaged goods company selling products online. Rutherford Investment Management provides discretionary portfolio management and ongoing advisory services to individuals, trusts, pension plans, charitable organizations, and institutional clients. The firm customizes portfolios using fundamental and technical analysis and manages accounts in a tax-aware manner, serving as investment manager to a collective investment trust and a multi-cap growth fund.

Brian Acard is a financial advisor at NWK Group with 29 years of industry experience. He holds a Series 63 designation and has been with NWK Group since 2014. The firm provides discretionary and non-discretionary investment supervisory services, financial planning, cash management consulting, and pension/institutional consulting to individuals, including high-net-worth clients, and retirement plans. NWK Group employs a multi-faceted investment process incorporating fundamental, technical, quantitative, and qualitative analysis, along with formal asset allocation and ongoing portfolio monitoring.

Michael Castro is a CFP® with 26 years of industry experience. He is currently with Contango Wealth Management LLC and has previously worked at Marin Wealth Advisors LLC and Charles Schwab & Co., Inc. since 2012. Contango Wealth Management provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients, tailoring investment strategies to each client’s goals, income, taxes, and risk tolerance. The firm employs a long-term trading approach that combines fundamental analysis, modern portfolio theory, and quantitative methods.

Elena Hawk is a financial advisor at Hawk Advisory LLC in San Francisco, CA, with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and J.P. Morgan Securities. Outside of advising, she operates fee-based financial education seminars and digital courses. Hawk Advisory LLC provides financial planning, investment management, and tax preparation services primarily to individual clients. The firm uses an asset-allocation framework informed by modern portfolio theory, combining passive and active strategies and offering socially conscious options when requested.

Abraham Martinez is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at Amara Financial, LLC since 2020 and previously held roles at Brio Financial Group and Ameriprise Financial Services, Inc. Martinez is also a licensed insurance agent for fixed products. Amara Financial serves individuals, corporations, and employer-sponsored retirement plans with discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach grounded in Modern Portfolio Theory and offers specialized services such as cost segregation studies and corporate-structure analyses.

Robert Oliver is a CFP® and CFA® with 22 years of experience in financial advising. He has been with Verity Wealth Advisors, LLC since 2003. Verity Wealth Advisors primarily serves individual clients, including both high-net-worth and non-HNW households, as well as a limited number of entities such as retirement plans and trust accounts. The firm offers discretionary portfolio management, comprehensive financial planning, and a privates-tracking service, focusing on tailored investment programs that emphasize fixed-income allocations to manage principal volatility.

Daniel Tripp is a CFP® professional with six years of industry experience, currently serving at Redwood Grove Wealth Management since 2021. His prior roles include positions at Thirty Mile Financial LLC and Yeske Buie Inc., as well as service in the U.S. Air Force Reserve. Outside of financial advising, he owns and operates SoulFire AI Labs LLC, a software development business. Redwood Grove Wealth Management serves individuals and families by providing discretionary asset management and comprehensive financial planning. The firm employs a long-term, tax-efficient investment approach focused on diversification and low-cost index funds, managing approximately $131.8 million across 71 client accounts.

Amber Woods is a financial advisor at Lula Financial in Oakland, CA, holding a Series 65 designation with no prior industry experience. Outside of advising, she has been involved with Pink Light Inc. for 14 years. Lula Financial provides financial planning and portfolio management services to individual clients, focusing on passive investment strategies using index funds and ETFs. The firm offers various planning arrangements and serves a modest client base without targeting high-net-worth individuals.

Sean Fletcher is a CFP® with 22 years of experience in the financial industry. He is a principal at Prospettiva Financial, where he has worked since 2010, and previously operated Rhodes & Fletcher, LLC. Outside of finance, he is an owner and artist involved in the production and exhibition of fine and performing arts and serves on the advisory board of Honig Vineyard & Winery. Prospettiva Financial provides wealth management and financial planning services to individuals, trusts, estates, charitable organizations, and pension or profit-sharing plans. The firm manages approximately $116 million in discretionary assets and is noted for its work with state and municipal government retirement plans and its use of tailored portfolios primarily composed of mutual funds and ETFs.

Gavin Distasi is a financial advisor with Topel & DiStasi Wealth Management, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at LPL Financial from 2009 to 2017 before joining his current firm. Outside of his advisory role, he is an associate member and steering committee participant of Collaborative Practice East Bay, which provides education and outreach on alternative dispute resolution for divorcing couples. He also occasionally plays music. Topel & DiStasi Wealth Management serves individual and high-net-worth clients with asset management, comprehensive portfolio management, and standalone financial planning. The firm manages portfolios on a discretionary basis using model allocations ranging from conservative to aggressive, and offers broad financial planning services including retirement, estate, charitable, corporate, and tax planning.

Carol Horace is the sole advisor at Stafford Capital Management LLC in Sausalito, CA, holding Series 63 and Series 65 credentials with 41 years of industry experience. She has been with Stafford Capital Management since 2011 and worked previously at WM. H. Murphy & Co., Inc. in 2018. Stafford Capital Management provides discretionary portfolio management primarily for high-net-worth individuals, families, trusts, and small business entities. The firm uses a bottom-up, fundamental investment approach focused on equity securities, building concentrated, tax-aware portfolios with a growth-at-a-reasonable-price orientation.

Rodrigo Nevado is a financial advisor at Amoretti Capital Management with three years of industry experience. He holds the Series 65 and Series 66 designations. Outside of his advisory role, Nevado is the managing partner of a consulting company that focuses on operational, branding, and business development services, and he also serves as director of operations for a firm specializing in logistics for healthcare staffing in Canada. Amoretti Capital Management provides portfolio management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and small business plan sponsors. The firm employs a risk-based, model-driven investment approach that combines quantitative, fundamental, technical, and economic analysis through a blend of active and passive strategies.

Jeffrey Hodges is a financial advisor at January Capital Advisors LLC in San Francisco, holding a Series 66 designation with 17 years of industry experience. He has worked at LPL Financial and January Capital Advisors since 2015. Hodges is also a licensed insurance agent, offering insurance products on a limited basis. January Capital Advisors manages approximately $186 million for around 226 clients, primarily individual and high-net-worth investors, as well as pension and retirement plans. The firm uses a combination of proprietary asset-allocation models and fundamental, technical, and trend analysis, incorporating tactical positions and derivatives strategies within separately managed accounts.

Laurel Jones is a financial advisor at Cedar Wealth Management in San Francisco, holding a Series 65 credential. She has been with Cedar Wealth Management since 2020 and previously worked at Rose Mansion and Westville. Cedar Wealth Management serves individual clients, including high-net-worth individuals, trusts, estates, and retirement plans, managing approximately $417 million across 64 client relationships. The firm employs a long-term, globally diversified investment approach, offering portfolio management and financial planning services tailored to client goals and risk tolerance.

Denise Doley is a financial advisor at Guardian Investment Management with 7 years of industry experience. She holds Series 65 and Series 66 designations and has been with Guardian Investment Management since 2014. Prior to that, she worked at California Mortgage Advisors from 2012 to 2016. Guardian Investment Management serves individual and high-net-worth clients, as well as trusts, charitable foundations, retirement plans, estates, and corporations. The firm employs a conservative, long-term investment approach focused on capital preservation and uses fundamental analysis to manage a concentrated portfolio of large-cap, G7-domiciled companies.