Michael Sall is a Series 65-licensed financial advisor with three years of industry experience. He has worked at Warbler Advisory, Inc. since 2023 and has been involved with Warbler Labs Inc. since 2020. His prior experience includes roles at Coinbase, Inc. and several other companies. Heron Finance offers internet-based investment advisory services to U.S. accredited investors and registered investment advisors through a single online platform. The firm uses an algorithmic approach to construct personalized private market portfolios, allocating across various strategies and asset classes such as private credit, private equity, infrastructure, and real estate.

Guillermo Amoretty is a financial advisor at Amoretti Capital Management with five years of industry experience. He holds a Series 65 designation and has worked previously at Block Advisors and as a self-employed consultant. In addition to his advisory role, he is principal and tax advisor at Amoretti Advisors, a CPA and tax practice. 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 model-driven approach using a blend of active and passive strategies, with an emphasis on quantitative, fundamental, technical, and economic analysis.

Judith Webster is a financial advisor at DT Investments I LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at DT Investments LLC since 2019 and previously at Cypress Wealth Advisors from 2016 to 2019. She is also a solicitor for Cypress Wealth Advisors under a referral agreement. DT Investments I LLC provides portfolio management and investment supervisory services to a select group of clients, including individuals, high-net-worth clients, corporations, charitable organizations, and trusts. The firm uses a combination of analytical methods and diverse investment strategies, offering both discretionary and non-discretionary management tailored to client objectives.

Daniel Fitzpatrick is a financial advisor at Elevate Capital Management, L.L.C. in San Francisco, CA, holding Series 63 and Series 65 licenses with eight years of industry experience. He is also a licensed attorney and the owner of Pacific Pathways Real Estate Inc., a real estate brokerage. Fitzpatrick practiced law from 2011 to 2017. Elevate Capital Management provides portfolio management and investment planning services to individual and high-net-worth clients. The firm employs a variety of analytical techniques and generally follows a long-term trading approach, managing assets across multiple investment types with tailored allocations that incorporate client-imposed restrictions.

Brock Stassi is a financial advisor at Baer Investment Advisory LLC with four years of industry experience. He has held coaching positions with several professional baseball organizations, including the Philadelphia Phillies, and currently serves as a baseball coach at William Jessup University. Baer Investment Advisory LLC provides discretionary portfolio management and advisory services to individuals, high net worth individuals, trusts, and corporations. The firm employs a multi-disciplinary investment process within a modern portfolio theory framework, focusing on equities, fixed income, and derivative strategies tailored to client objectives.

William Schaff is a CFP® and CFA® with 22 years of industry experience. He has been with Phocas Financial Corporation since 2005 and previously worked at Anira Advisory Group, LLC and Bay Isle Financial LLC. Phocas Financial Corporation is an SEC-registered investment adviser that manages pooled and institutional accounts, as well as a limited number of separate accounts for individuals and other advisers. The firm specializes in U.S. small-cap value, REIT, and equity-income strategies, employing fundamental research and quantitative ranking methods to manage portfolios on a discretionary basis.

Michael Kokesh is a financial advisor with Monetary Management Corporation, holding a Series 66 designation and 16 years of industry experience. His career includes leadership roles at several firms, including Ramparts Asset Management Company and Kokesh Law Group, where he also practices as an attorney. He serves on the board of ViCardia Therapeutics, Inc. Monetary Management Corporation provides discretionary portfolio management primarily for individual investors, focusing on equity and fixed-income strategies. The firm employs proprietary earnings-based stock-selection formulas and utilizes derivatives and hedging techniques across multiple named strategies.

Katherine Simmonds is a CFP® with 25 years of industry experience. She is currently with Conquis Financial LLC, where she has worked since 2022. Her prior experience includes roles at Mariner Platform Solutions, AdvicePeriod, LLC, and Stanford Investment Group, Inc. Conquis Financial LLC provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm employs a combination of passive and active strategies, utilizing diversification and Modern Portfolio Theory principles alongside tax-aware tactics to align portfolios with client objectives and risk tolerance.

Joseph Haberman is a financial advisor at Marin Bay Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing, Deutsche Bank Securities, and Robertson Stephens. Outside of his advisory role, he serves as a head basketball coach at Cunha Intermediate School. Marin Bay Wealth Advisors primarily serves high net worth individuals, trusts, estates, and charitable organizations, managing approximately $375.6 million in assets. The firm combines fundamental, technical, quantitative, and qualitative analysis in its investment process and employs strategies such as covered-call writing and defensive allocations, including the use of derivatives and options in separately managed accounts.

Alisha Bhardwaj is a financial advisor at Trillium Investments with 18 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 16 years before joining Trillium Investments in 2019. Trillium Investments provides discretionary portfolio management and comprehensive financial planning services primarily to individual and high-net-worth clients. The firm’s investment approach integrates macroeconomic analysis with value-oriented security selection, tax efficiency, and strict risk management.

Emilie Goldman is a CFP® and CFA® with 17 years of experience in financial advising. She has been with Tamarind Financial Planning since 2010 and previously worked at Blue Oak Capital LLC for one year. Tamarind Financial Planning is a fee-only advisory firm serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm uses asset allocation principles based on Modern Portfolio Theory to build diversified portfolios and provides education-oriented services alongside outsourced solutions for retirement plans and estate planning.

Lindsey Swanson is a CFP® with six years of industry experience, currently advising at WE Financial Group. Her prior roles include positions at Brio Financial Group, Real Estate Wealth Planning, and several other firms. Outside of financial advising, she has operated her own business, Lindsey Swanson, LLC, and was involved with Scoops of Vanilla. WE Financial Group serves individual and high-net-worth clients with discretionary investment management, financial planning, and estate-planning support. The firm employs a combination of fundamental, technical, and cyclical analysis along with various strategies, including options-based products and box-spread strategies, and offers educational seminars and workshops for clients and broader audiences.

James Frazin is a CFP® professional with 22 years of experience in financial planning. He has been with Communitas Financial Planning PBC since 2011. Communitas Financial Planning PBC provides retirement plan consulting, plan-sponsor services, and investment advisory support focused on pooled and institutional arrangements. The firm emphasizes socially responsible investing by integrating third-party SRI managers and offers educational workshops alongside hands-on pension consulting.

Thinh Nguyen is a CFP® professional affiliated with Fog City Advisors, LLC, with three years of industry experience. Prior to joining Fog City Advisors, he held positions at CSU East Bay and Laney College. Fog City Advisors is a fee-only firm that offers holistic financial planning and investment management to individuals, families, trusts, non-profits, and business entities. The firm follows a long-term, strategic asset allocation approach using diversified, low-cost mutual funds and ETFs, with selective use of fixed-income securities and specialized funds.

Enrique Figueroa is a CFP® professional with 14 years of industry experience. He has worked at Veritas Wealth Partners, LLC since 2021 and previously at Glovista Investments LLC from 2010 to 2021. Veritas Wealth Partners, LLC provides discretionary wealth management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored investment policies, asset allocation, and ongoing account monitoring, with a focus on portfolios that include mutual funds, exchange-traded funds, and select individual securities.

Timothy Corriero is a CFP® with 10 years of industry experience, currently serving at Gemmer Asset Management LLC since 2017. He was previously with Geometric Wealth Advisors, LLC for one year and has been involved with Healey Timber since 2003. Outside of financial advising, he is the Managing Director of FIA Timber Partners, LLC, which manages investment funds for institutional and high net worth investors. Gemmer Asset Management provides discretionary portfolio management primarily for individuals, trusts, retirement plans, and small businesses, focusing on separately managed accounts. The firm emphasizes asset allocation and longer-term holdings, using predominantly no-load mutual funds and ETFs, and includes a Social Strategy to limit fossil fuel exposure.

Viviana Mattos is a financial advisor at Penserra Wealth Management with eight years of industry experience. She holds a Series 65 designation and has worked at Perigon Wealth Management, Burleson & Company, and Triage Consulting Group. Penserra Wealth Management, LLC is an SEC-registered investment adviser offering portfolio management, financial planning, pension consulting, concierge administrative services, and sub-advisory solutions. The firm employs a multi-disciplinary investment approach that incorporates fundamental, technical, cyclical, and economic analysis, managing approximately $357.2 million in discretionary client assets.

Frank Villarreal is a financial advisor with US Capital Global Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes positions at firms such as Stifel, J.P. Morgan Securities, and Credit Suisse Securities. Outside of his advisory work, he serves as CEO of Villarreal LLC, a company involved in residential property renovations. US Capital Global Wealth Management, LLC provides investment management, consulting, and financial planning services primarily to individual and high-net-worth clients. The firm uses a multi-step screening process combining fundamental, sector, and quantitative analysis to construct diversified portfolios with active and passive strategies across various asset classes.

Andrew Graham is a CFA® charterholder with 41 years of industry experience. He has been with Jackson Square Capital, LLC since 2019 and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC for over a decade. Jackson Square Capital, LLC provides discretionary and non-discretionary wealth management, investment advisory services, and financial planning to individuals, trusts, estates, charitable organizations, and corporate clients. The firm customizes portfolios based on client objectives and risk tolerances, utilizing a range of investment strategies and continuous monitoring.

Manuel Ortiz Aquino is a financial advisor with Occidental Asset Management, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank, NA, Charles Bank, and Charles Schwab & Co., Inc. Outside of finance, he operates a beach equipment rental service called Ready. Set. Beach!. Occidental Asset Management advises high-net-worth individuals and institutional clients through separately managed accounts, providing wealth management, portfolio management, and comprehensive financial planning. The firm employs fundamental, technical, and cyclical analysis, often using options and margin, and serves roughly 945 clients with a 12-advisor team across six offices.