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.

Alexander Tsuruda is a financial advisor at D & T Financial Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at D & T Financial Advisors since 2025, as well as at Downs & Tsuruda, Inc. since 2020. In addition to his advisory role, he operates a tax accounting firm, Jackson Downs & Tsuruda CPA's, where he prepares individual and entity tax returns and provides bookkeeping services. D & T Financial Advisors provides discretionary investment management and retirement plan advisory primarily for individuals, including high net worth clients, as well as trusts, qualified retirement plans, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach focusing on diversified, low-turnover, passively managed asset-class funds with a buy-and-hold strategy.

Konrad Kuciej is a financial advisor at Lava Creek Capital Management, LLC with 21 years of industry experience. He has been with Lava Creek since 2012. He holds Series 63 and Series 65 designations. Lava Creek Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, trusts, retirement plans, donor-advised funds, and certain business entities. The firm employs an active mid-cap value strategy with concentrated portfolios and utilizes options and other derivatives as part of its investment approach.

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.

Adam Schneiberg is a financial advisor with Shepherd Street Advisors, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Shepherd Street Advisors since 2019 and previously at Jacobs & Company, LLC from 2014 to 2019. Shepherd Street Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, foundations, and charitable organizations. The firm employs a long-term, core-plus-satellite investment approach, combining fundamental, technical, and charting analysis, and offers educational seminars on personal finance and investing.

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.

Martin Attiq is a Series 65-registered advisor with experience at Mont AI, Astra, and SigFig Wealth Management, totaling several years in the financial industry. He is currently the sole advisor at Mont AI, a firm based in San Francisco, CA. Mont AI provides discretionary investment management to individual clients, including high-net-worth individuals, through an AI-driven mobile platform that uses direct indexing of the S&P 500 and custom tax-loss harvesting. The firm offers portfolio management and rebalancing through a conversational chatbot that collects client preferences and risk profiles to tailor investment strategies.

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 eight years of industry experience, currently serving as a financial advisor at Rosenblum Silverman Sutton, Sf Inc. His prior experience includes a role at Karp Capital Management and consulting for start-ups. Rosenblum Silverman Sutton, S.F., Inc. provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, and business entities. The firm emphasizes individualized investment plans based on macroeconomic analysis and fundamental equity research, managing approximately $486.6 million in discretionary assets across a team of four advisors.

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.

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.

Dana Schmidt is a financial advisor at Wulff, Hansen & Co. with 37 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Wulff, Hansen & Co., she worked at Jordan Park Group LLC and LOYAL3 Securities Inc. Schmidt also provides occasional compliance consulting for broker-dealers or RIAs with firm approval. Wulff Capital Management, the investment-advisory division of Wulff, Hansen & Co., offers discretionary portfolio management and limited investment consultation to individuals, pension plans, trusts, estates, and charitable institutions. The firm focuses on customized portfolios of liquid publicly traded securities using fundamental and cyclical analysis with a long-term holding approach.

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.