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.

Brian Kavanaugh is a financial advisor at Archvest Wealth Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archvest since 2021. Prior to joining Archvest, he was involved in acting and coaching from 2019 to 2021 and has performed occasionally on television. Archvest Wealth Advisors serves individuals, including high-net-worth and ultra-high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, investment management, retirement plan advisory, and family office services, managing approximately $330 million in client assets as of December 31, 2024.

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.

Sumeet Ganju is a financial advisor at InverseWealth LLC with one year of industry experience. He holds the Series 65 designation. Prior to joining InverseWealth, he worked in various roles including positions at Draft.co dba Contentfly Inc and Mixmax. InverseWealth LLC provides financial planning and discretionary portfolio management services to individual and high-net-worth clients. The firm uses proprietary quantitative investment models and typically implements portfolios with ETFs, employing trend-following rules and active management strategies.

Brett Janis is a CFA® charterholder and financial advisor at Strong Bridge Advisors LLC with nine years of industry experience. Prior to joining Strong Bridge Advisors in 2021, he worked at Wells Fargo Bank and McKinsey & Company. He serves as a board director for Navigator Acquisition Corp, providing corporate advisory, governance, and risk advice, and consults on business, financial industry, and government policy through expert network companies. Strong Bridge Advisors serves individuals, retirement participants, privately held corporations, endowments, and foundations with discretionary investment management, financial planning, and consulting. The firm employs a value-oriented, bottom-up fundamental research process and emphasizes position sizing, sector rotation, and liquidity considerations aligned with client risk tolerance.

Stuart Park is a financial advisor at Park, Miller, LLC with 28 years of industry experience. He holds a Series 65 designation and has been with Park, Miller since 2008. In addition to his advisory role, he is involved in an insurance brokerage working with various carriers. Park, Miller, LLC serves individuals, including high-net-worth clients, as well as institutional and fiduciary clients such as pension plans, trusts, and charitable organizations. The firm focuses on discretionary portfolio management and offers financial planning and consulting services tailored to client objectives using a variety of investment strategies and vehicles.

Jill Shibuya is a CFP® with seven years of industry experience, currently serving as an advisor at Archvest Wealth Advisors, Inc. in Concord, CA, where she has worked since 2017. Prior to joining Archvest, she was self-employed from 2014 to 2018. Archvest Wealth Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and a private fund. The firm offers financial planning, investment management, retirement plan advisory, and family office services, managing approximately $330 million in client assets as of December 31, 2024. Their investment approach involves tailored portfolios using fundamental and cyclical analysis with ongoing monitoring and quarterly reviews.

Amie Shapiro is a financial advisor at Lula Financial in Oakland, CA, holding a Series 65 credential with five years of industry experience. Prior to her advisory role, she worked at Sephora and Starbucks Coffee Company for a combined total of over 20 years. Outside of advising, she is involved in hospitality and retail sales ventures. Lula Financial provides financial planning and portfolio management services to individual clients, including high-net-worth individuals, using a fee structure that includes fixed, hourly, and subscription arrangements. The firm emphasizes passive investment strategies with index funds and ETFs and operates primarily on a non-discretionary basis.

Robert Baer is a financial advisor at Baer Investment Advisory LLC in San Rafael, CA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He worked at Goldman Sachs from 2008 to 2021 before joining Baer Investment Advisory LLC. Baer Investment Advisory LLC provides discretionary portfolio management to individuals, high-net-worth clients, trusts, and corporations, tailoring Investment Policy Statements and model portfolios for each client. The firm uses a blend of fundamental, technical, cyclical, and quantitative analysis alongside modern portfolio theory, employing both long- and short-term trading strategies with ongoing portfolio monitoring.

Angela Thorstenson is a financial advisor at Naylor & Company with a Series 65 designation and two years of industry experience. She has been with Naylor & Company Investments, LLC since 2021. Prior to her advisory role, she worked in social services and education sectors. Naylor & Company provides investment advice, portfolio management, and financial planning to individuals, high-net-worth clients, families, pension and profit-sharing plans, and businesses. The firm’s investment approach combines fundamental and technical analysis, with portfolios tailored to client objectives and a focus on small- and mid-capitalization and cyclical companies.

John Goldberg is a CFA® charterholder with 25 years of industry experience. He has led Goldberg Advisers, LLC since 1999. Goldberg is based in Piedmont, CA, and works as part of a four-advisor team at Capital Trust Advisors. Capital Trust Advisors serves individual and high-net-worth clients, as well as institutional entities including trusts, estates, pension, and charitable organizations. The firm provides discretionary wealth management and financial planning, managing portfolios across equity, fixed-income, and balanced strategies using a combination of fundamental, technical, and cyclical analysis.

Stephanie Fisher is a Series 65-licensed advisor at Shum Financial Group, Inc. in Alameda, CA, with three years of industry experience. She previously worked at Jack Brain & Associates for 15 years before joining Shum Financial Group. Shum Financial Group serves individuals, businesses, and charitable organizations with fee-based investment management, financial planning, and retirement-plan services. The firm employs fundamental analysis and documented investment policies to guide investment decisions and offers both discretionary and non-discretionary portfolio management.

Phillip Rice is a financial advisor at Insight Capital Management with five years of industry experience. He holds a Series 65 designation and has been with Insight Capital Management since 2012. The firm serves individual and high-net-worth clients, as well as trusts, foundations, and other entities, managing approximately $330 million across about 374 client relationships. Insight Capital Management provides discretionary and non-discretionary portfolio management, financial planning, and educational workshops, tailoring investment recommendations to clients’ goals and risk tolerance using a combination of fundamental and technical analysis.

Milo Hanke is a CFP® with 42 years of experience in the financial advisory industry. He is a principal at Hanke & Apolonio Wealth Advisors LLC in San Francisco, where he has worked since 2017. Prior to that, he operated as a sole proprietor and was affiliated with LPL Financial for over two decades. Hanke & Apolonio Wealth Advisors LLC serves individual and high-net-worth clients by providing investment advisory and financial planning services, managing approximately $145 million in assets. The firm uses fundamental analysis and tailored strategies documented in each client’s investment policy, conducts regular account reviews, and offers educational seminars and life coaching services to clients.

Eric Wheeler is a CFA® charterholder with 10 years of industry experience. He has been operating independently since 2015 and is currently affiliated with First and Main Financial in Piedmont, CA. First and Main Financial manages client assets on a discretionary basis, primarily serving individual investors and revocable trusts. The firm emphasizes long-term diversification using mutual funds, ETFs, and various fixed income options, and provides comprehensive financial planning along with pension plan participant services.

Dana Grigg is a financial advisor at Camelotta Advisors with 21 years of industry experience. He holds a Series 65 designation and has been with Camelotta Advisors since 2001. Camelotta Advisors provides portfolio management, advisory consulting, and pension consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs technical, cyclical, and fundamental analysis across various investment vehicles and emphasizes active trading strategies, including options and margin transactions, within its discretionary and non-discretionary account management.

Sergio Rivera Vazquez is a financial advisor at Veraz Advisors with 12 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at Edward Jones, Morgan Stanley Smith Barney, Veq Capital, and Petro Equity Partners. Veraz Advisors manages approximately $110 million for around 150 individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and consulting services. The firm uses customized investment strategies incorporating equities, ETFs, fixed-income securities, and multiple analytical approaches, while also offering educational seminars and workshops to clients and prospects.

Marvin Shiue is a financial advisor with Asia Global Asset Management, Inc, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Asia Global Asset Management since 2009 and previously at Strategic Wealth Advisors Group and FSC Securities Corporation. Outside of advising, he is involved in selling fixed life insurance policies. Asia Global Asset Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients by providing financial planning and selection-and-monitoring services for independent third-party investment advisers. The firm focuses on matching clients’ needs and risk tolerance with third-party platforms and model portfolios, offering non-discretionary services with ongoing oversight and periodic reviews.

George Berla is a CFA® charterholder and principal at Berla Investment Consulting with over 40 years of industry experience. He previously operated as a sole proprietor under the name George Alexander Berla DBA Berla Investment Consulting before the firm’s reorganization in 2026. In addition to his advisory work, he maintains part-time public sector employment in information systems. Berla Investment Consulting provides investment consulting to institutional clients and high-net-worth individuals, focusing on investment policy, asset allocation, and manager evaluation. The firm delivers non-discretionary advice without managing client accounts or participating in wrap fee programs, and it distinguishes itself by using negotiated fixed or hourly fees rather than percentage-of-AUM charges.