Richard Connett is a CFP® professional with 30 years of industry experience. He has worked at Integrity Wealth Partners, LLC since 2021 and previously spent 12 years at Ameriprise Financial Services, Inc. Integrity Wealth Partners advises individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary asset management, financial planning, and retirement plan consulting. The firm uses a tailored portfolio approach with continuous supervision and employs option strategies, derivatives, and margin in separately managed accounts.

Daniel Hochstetler is a financial advisor at Astor with a Series 65 designation and one year of industry experience. Prior to joining Astor, he worked at Stripe for three years. Astor provides subscription-based robo-advisory services to individual and high-net-worth clients through an AI-assisted online platform, offering personalized investment advice without discretionary trading or account minimums.

John Yang is a financial advisor at Pacrim Advisory Services with 24 years of industry experience. He holds a Series 66 designation and has been with Pacrim since 2012. In addition to his advisory work, he is a licensed life and health insurance agent. Pacrim Advisory Services provides investment advisory services primarily to individual, non–high-net-worth households and does not offer ongoing portfolio management. The firm follows fiduciary standards and offers educational seminars and workshops as part of its client services.

Kimberly Melo is a financial advisor at TerraFirma Wealth Partners with 14 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Edelman Financial Engines for 13 years before joining TerraFirma in 2024. TerraFirma Wealth Partners provides wealth management and investment advisory services to individuals and high-net-worth clients, managing approximately $118.5 million across about 94 client relationships. The firm employs a fundamental, long-term investment approach with a focus on asset allocation and ongoing due diligence, utilizing low-cost ETFs, mutual funds, individual stocks, and independent managers when appropriate.

Risley Sams is a CFP® with 23 years of industry experience and has been with RHS Financial, LLC since 2009. He holds Series 63 and Series 65 licenses and operates out of San Francisco, CA. RHS Financial provides investment advisory and planning services to individuals, trusts, estates, charitable organizations, ERISA accounts, and business entities. The firm integrates financial planning with portfolio management, employing a mix of analysis techniques and offering both discretionary and non-discretionary management.

Dale Haithcock is a financial advisor at Auxi Asset Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Auxi Asset Management since 2005, also working at Triad Advisors and Mutual Securities, Inc. His professional background includes managing investment portfolios of equities, ETFs, and mutual funds for high-net-worth clients. Auxi Asset Management provides investment and portfolio management services to individuals, corporations, and institutions, employing an active, multi-strategy approach across various asset classes. The firm manages approximately $99.4 million for 58 clients and offers both discretionary and non-discretionary advisory services, including private pooled investment vehicles.

Jason Fang is a CFP® with 19 years of experience in financial advising. He currently serves at TerraFirma Wealth Partners, where he has worked since 2024. His prior experience includes roles at Edelman Financial Engines and related affiliates from 2014 to 2024. TerraFirma Wealth Partners provides wealth management and investment advisory services to individuals and high-net-worth clients, managing approximately $118.5 million across 94 relationships. The firm uses a long-term, fundamental analysis approach to portfolio management, incorporating low-cost ETFs, mutual funds, individual stocks, and independent managers as appropriate.

Colby Davis is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with RHS Financial, LLC since 2015. RHS Financial provides investment advisory and planning services to individuals, trusts, estates, charitable organizations, ERISA accounts, and business entities. The firm combines discretionary and non-discretionary portfolio management with integrated financial planning, managing approximately $234 million in client assets with a small advisory team.

Andrew Mendonca is a financial advisor at D & T Financial Advisors, Inc. with two years of industry experience. He holds a Series 65 credential and has worked at Jackson Downs & Tsuruda since 2020 and Bank of America from 2018 to 2020. Outside of his advisory role, Mendonca is involved with Jackson Downs & Tsuruda CPA's, a tax accounting firm, where he prepares taxes and accounting. D & T Financial Advisors provides discretionary investment management and retirement plan advisory primarily for individual clients, trusts, qualified retirement plans, charitable organizations, and businesses. The firm follows a Modern Portfolio Theory-based investment approach focused on diversified, low-turnover, passively managed asset-class funds with a buy-and-hold strategy and maintains a close affiliation with an accounting practice.

Ryan Wells is a financial advisor at PathWise with 21 years of industry experience. He has held Series 63, Series 65, and Series 66 licenses and has been with PathWise Wealth Partners, LLC since 2014. Located in Walnut Creek, CA, Wells works at a firm that offers investment advisory services to individuals, pension and retirement plans, and accredited investors. PathWise provides primarily long-term discretionary portfolio management focused on strategic asset allocation using diversified mutual funds and ETFs, alongside individual securities and limited partnerships when appropriate. The firm integrates accounting and tax services with investment management, coordinating closely with client CPAs and delivering extensive operational support for private funds.

Leonid Pinski is a financial advisor at Vega Capital Group LLC in San Francisco, CA, holding a Series 65 designation with 24 years of industry experience. He has been with Vega Capital Group since 2001. Vega Capital Group provides discretionary investment management primarily to individual clients, including high net worth individuals, as well as corporations, trusts, estates, and charitable organizations. The firm employs investment strategies combining fundamental and technical analysis with dynamic allocation across equities and fixed income, using instruments such as exchange-traded funds, options, and derivatives to manage market risk.

Robert Stafford is the principal of Stafford Capital Management LLC in Sausalito, CA, with 19 years of industry experience. He has been involved with Stafford Capital Management since 1986 and is also the general partner of Pacific Management, Ltd. Stafford serves on the board of directors of Passur Aerospace, attending quarterly meetings annually. Stafford Capital Management provides discretionary portfolio management primarily for high-net-worth individuals, families, trusts, and small business entities. The firm focuses on equity and equity-related securities using a bottom-up, fundamental investment approach with a growth-at-a-reasonable-price orientation, constructing concentrated portfolios typically holding 25–30 stocks.

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.

David Hunt is a financial advisor at Hunt Wealth Management with 19 years of industry experience. He holds the Series 66 designation and has worked at Sowell Financial Services and Concert Wealth Management prior to joining his current firm in 2017. Hunt Wealth Management provides discretionary investment advice and portfolio management to individual clients, tailoring strategies based on wealth, income, age, risk tolerance, and financial needs. The firm manages approximately $110 million in discretionary assets for around 180 U.S. clients and emphasizes diversified portfolios with infrequent trading to limit costs and tax impacts.

Violet Hungerford is a financial advisor at Hyphen Wealth Management with a Series 65 credential and three years of industry experience. She previously worked at Helium Advisors LLC and Aprio Wealth Management, LLC. Hyphen Wealth Management serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers portfolio management, pension consulting, and financial planning, employing fundamental, quantitative, and modern portfolio theory within a long-term trading framework.

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.

Nicholas Tognoli is a financial advisor at Bass Rocks Asset Management with a Series 65 designation and no prior industry experience before beginning his advisory career in 2023. His work history includes a year at Brookwood Investment Group and five years at Arizona State University. Bass Rocks Asset Management provides discretionary portfolio management primarily to individuals, high-net-worth clients, and other advisers, focusing on equities, ETFs, and options-related strategies. The firm emphasizes the use of margin and both fundamental and technical analysis, with client accounts custodied at Schwab Institutional.