Jason Stankowski is a CFA® charterholder with 15 years of industry experience. He has been with Clayton Partners LLC since 2010, where he is part of a four-advisor team based in Berkeley, CA. Clayton Partners LLC provides discretionary investment management to high-net-worth individuals, institutions, and limited partners through separately managed accounts and a pooled private fund. The firm employs a long-term investment approach focused on equity and equity-related securities, with additional strategies including short sales, options, arbitrage, and leverage for its pooled fund.

Michael Redlick is a financial advisor with Investment Growth Management, Inc. He holds nine years of industry experience and has operated Redlick Appraisals as a residential appraiser since 2009. His appraisal work is conducted as a sole proprietor and is separate from his advisory activities. Investment Growth Management is a small, long-established registered investment adviser serving individuals, trusts, estates, small businesses, and retirement plans. The firm emphasizes long-term, diversified portfolio management tailored to client goals and provides regular communications and educational presentations beyond standard reporting.

Jethro Townsend is a CFA® charterholder with nine years of industry experience. He is currently with Nia Impact Capital, where he has worked since 2024, following a nine-year tenure at Addend Capital Management. Nia Impact Capital provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, trusts, nonprofit organizations, registered investment companies, and other financial advisers. The firm employs a gender-lens and thematic investment approach, combining quantitative and venture-style analysis, and engages in active shareholder advocacy while managing its own registered mutual fund alongside UMA/model delivery and sub-advisory relationships.

John Bishop is a financial advisor at Wellington Capital Advisors, LLC in San Francisco, holding a Series 65 designation with 12 years of industry experience. He has been with Wellington Capital Advisors since 2016, where he is the sole advisor. Wellington Capital Advisors provides discretionary portfolio management and financial consulting to individuals, high-net-worth families, foundations, trusts, and businesses, offering services that include portfolio construction across various asset classes and tax return preparation. The firm employs a long-term, value-oriented investment approach with a focus on income generation and risk management, incorporating strategies such as derivatives and options-writing overlays uncommon among similar independent advisers.

Juan Zuniga is a financial advisor at Dedicated Capital Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has been with Dedicated Capital Advisors since 2013. The firm primarily serves high-net-worth individuals, families, and related business entities, providing comprehensive financial planning and investment advisory services through a structured four-phase process. Dedicated Capital Advisors emphasizes multidisciplinary planning and outsourced portfolio management, coordinating with independent third-party managers and offering specialized services such as estate and wealth transfer, philanthropic planning, and business succession.

Bruno Akira Koba Sato is a financial advisor at Astor with a Series 65 designation and no prior industry experience. His background includes roles at Gaus, Inc., Stanford Graduate School of Business, Monashees, Nubank, and the University of Sao Paulo. Astor provides subscription-based robo-advisory services to individual and high-net-worth clients via an AI-assisted online platform that delivers personalized, non-discretionary investment advice and portfolio insights without executing trades or managing client assets.

Mark Greenberg is a Certified Financial Planner® with 41 years of industry experience. He is a principal at Wealth & Tax Planners LLC, where he has worked since 2003, after prior roles at Mutual Securities, Inc. and Private Client Services. In addition to his advisory work, he is a licensed insurance agent specializing in life and long-term care insurance. Wealth & Tax Planners LLC serves individual and high-net-worth clients, small businesses, and retirement plans, managing approximately $75 million across about 250 clients. The firm employs a “scientific diversification” investment approach based on Modern Portfolio Theory, combining passive and active strategies with comprehensive financial planning and portfolio management.

Kyle Shealer is a financial advisor at QST Capital LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at QST Capital since 2017. Prior to that, he was associated with Sanctuary Wealth Advisors LLC and SANCTUARY SECURITIES, llc from 2012 to 2016. QST Capital LLC provides discretionary portfolio management and advisory services to individual clients, retirement accounts, other advisers, and institutional clients. The firm uses a quantitatively driven investment approach combining systematic models with discretionary decisions, managing both pooled funds and separately managed accounts with strategies that include leveraged and inverse ETFs, fixed income, credit instruments, and derivatives.

Marc Roth is a financial advisor at Elmwood Wealth Management with 31 years of industry experience. He previously worked at Atlas Capital Advisors LLC for six years and JMR Capital Management, Inc. for 25 years. Elmwood Wealth Management is a fee-based, SEC-registered advisory firm serving individuals, trusts, estates, donor-advised funds, foundations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management with a long-term, total-return investment philosophy through actively managed and Core ETF-based strategies, integrating financial planning and tax coordination.

Erick Ormsby is the sole advisor at Alcosta Capital Management, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Alcosta Capital Management since 2002. Alcosta Capital Management serves individual clients, trusts, and pension plans through discretionary portfolio management and limited financial planning. The firm employs a combination of quantitative and fundamental analysis to select U.S.-listed equities for diversified portfolios tailored to various risk profiles.

Sudeep Goel is a financial advisor with Lucerna Capital Management LLC, holding a Series 65 registration and beginning his advisory career in 2026. He has been involved in residential real estate brokerage through Greenfield Realty since 2015. Lucerna Capital Management LLC serves individuals and high-net-worth households, including technology professionals with equity compensation. The firm offers portfolio management, financial planning, and integrated wealth management with a focus on diversified, low-cost index funds and ETFs, alongside tactical strategies to address concentrated stock positions.

Roshan Weeramantry is a financial advisor at Hyphen Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Helium Advisors LLC, RINA Wealth Management Services LLC, and Strategic Capital Distributors. Outside of his advisory role, he is also an independent insurance agent. Hyphen Wealth Management serves individual clients, including high-net-worth households, and pension or profit-sharing plans by providing portfolio management, pension consulting, and financial planning. The firm employs a tailored investment approach based on fundamental, quantitative, and modern portfolio theory within a long-term framework, and offers access to a variety of investment types, including alternative and insurance products.

Salim Reshwan is a financial advisor at Auxi Asset Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Securities, Inc from 2012 to 2020 before continuing his tenure at Auxi Asset Management since 2005. Auxi Asset Management provides investment and portfolio management services to individuals, including high-net-worth clients, as well as corporations and institutions. The firm employs an active, multi-strategy approach across various asset classes and sectors, managing approximately $99.4 million for a diverse client base through discretionary and non-discretionary advisory services.

John Kim is a financial advisor with Giving Tree Wealth Advisors in San Ramon, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior experience includes roles at LPL Financial and ownership of Kim Financial Advisors, Inc. He also operates as a sole proprietor. Giving Tree Wealth Advisors manages approximately $138 million for around 217 clients, including individuals, qualified retirement plans, and charitable institutions. The firm provides discretionary portfolio management, comprehensive and hourly financial planning, and limited-scope ERISA 3(21) fiduciary services, utilizing model-based asset allocations across various custodial platforms.

Holly Kindel is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Prospettiva Financial since 2019. Her prior experience includes roles at Occidental Asset Management and Mosaic Financial Partners. She is also principal of Delphi Coaching, providing financial coaching outside of trading hours. Additionally, she serves as treasurer for Sage Financial Solutions, a nonprofit focused on training financial professionals to assist low-to-moderate income individuals. Prospettiva Financial serves individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $116 million in discretionary assets. The firm employs tailored portfolios primarily using mutual funds and ETFs, emphasizes regular account reviews, and provides specialized retirement-plan advisory services, including work with state and municipal government clients.

Benjamin Packard is a financial advisor at Lula Financial in Oakland, CA, holding a Series 65 credential with seven years of industry experience. He has been with Lula Financial since 2018 and has been self-employed since 2010. Outside of advising, he produces videos for non-profits, dedicating a small portion of his time to this activity. Lula Financial provides financial planning and portfolio management services to individual clients, including high-net-worth individuals. The firm emphasizes passive investment strategies using index funds and ETFs, and offers a fee model based on fixed, hourly, and subscription arrangements rather than asset-based fees.

Neel Patel is a financial advisor with OM Pacific Capital LLC in Walnut Creek, CA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with OM Pacific Capital since 2015. Outside of his advisory role, he serves as a board member of Whiterabbit.ai Inc., a healthcare company focused on early cancer detection using artificial intelligence, where he advises on strategic partnerships and financing. OM Pacific Capital primarily serves high-net-worth individuals and related entities, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm manages approximately $60 million for a limited client base and sponsors multiple private pooled investment vehicles, distinguishing itself through its integrated investment offerings and personalized client service.

Allyn Alves is an advisor at Silver Oak, LLC, holding Series 65 and Series 66 licenses with no prior industry experience. His work history includes roles at Primerica, Liberty Mutual, and other companies, as well as founding Boston Games LLC, a video game development business. Silver Oak, LLC is a California-registered investment adviser serving high-net-worth individuals, families, institutional clients, businesses, and startups. The firm offers estate and trust planning, non-discretionary portfolio management, and standalone financial planning, using a combination of technical, fundamental, and quantitative analysis to align portfolios with client goals.

Deepesh Srivastava is a CFA® charterholder and holds a Series 65 license, currently serving as an advisor at Lucerna Capital Management LLC. He joined the firm in 2026 after a 12-year tenure at Nuveen, a TIAA company, and a brief career transition. Deepesh is based in Dublin, California. Lucerna Capital Management LLC is a California-registered investment adviser that serves individuals and high-net-worth households, including technology professionals with equity compensation. The firm employs a diversified, low-cost core investment approach supplemented by tactical strategies to address concentrated stock and equity compensation issues, offering both portfolio management and financial planning services.

Michael Chapman is a financial advisor at Insight Capital Management with a Series 65 designation and experience starting in 2024. Prior to joining Insight Capital Management, he worked at Elm Acres Inc. and Acquivest Inc. Insight Capital Management is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as trusts, foundations, and other entities. The firm manages approximately $330 million across about 374 client relationships and offers portfolio management, financial planning, and educational workshops, using a combination of fundamental and technical analysis tailored to clients’ goals and risk tolerance.