Marla Landa is a financial advisor at Nomad Financial with a Series 65 credential and no prior industry experience. Before entering the financial advisory field, she worked at Asana and Yelp and has been involved with multiple finance-related firms since 2024. She maintains roles at EncorEstate Plans and Plan Forward Finance alongside her work at Nomad Financial. Nomad Financial is a fee-only private wealth management firm serving individual and high-net-worth clients. The firm focuses on tailored asset-allocation models and primarily passive investment strategies, with an emphasis on tax efficiency and integrated financial planning services.

Eric Lai is a CFP® and holds a Series 65 license, with 22 years of industry experience. He has been with Archvest Wealth Advisors, Inc. since 2014 and previously worked at Grossman Financial Management from 2020 to 2021. Archvest Wealth Advisors serves individuals, including high-net-worth and ultra-high-net-worth clients, as well as various institutional clients. The firm offers comprehensive financial planning, investment management, retirement plan advisory, and family office services, managing approximately $330 million in client assets as of the end of 2024.

Nicholas Bell is a financial advisor with Dunvegan Associates Inc. in Oakland, CA. He holds a Series 65 designation and has two years of industry experience. He has been with Dunvegan Associates since 2010. Dunvegan Associates is an independent registered investment adviser that provides discretionary portfolio and wealth management services to individual clients, including high-net-worth individuals and trusts. The firm uses a research-driven approach combining fundamental and technical analysis, emphasizing balance-sheet strength and dividend yield in equity selection, and considers duration and after-tax yield in fixed-income choices.

Jamie Carey is a CFP® with 31 years of industry experience and currently serves as President of Carey Wealth Management in San Ramon, CA. He has led Carey Wealth Management since 2015 and previously worked at APW Capital, Inc. from 2015 to 2025. Carey also presides over Carey Consulting Wealth Management, where he provides investment management and financial advice. Carey Wealth Management serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive portfolio management, financial planning, and pension consulting. The firm employs an individualized advisory process and manages portfolios using a mix of ETFs, mutual funds, stocks, and bonds, with quarterly account reviews.

John Lee is a financial advisor at Alvarado Management Company with 17 years of industry experience. He has been affiliated with Tallac Corporation since 1985. Alvarado Management Company provides portfolio management services primarily to individual clients, using standard investment analysis and periodic account reviews. The firm employs a hands-on approach with discretionary management and has a unique fee structure that includes performance-based fees despite its small client base.

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 four years of industry experience. He holds a Series 65 designation and has previously worked at Block Advisors and operated as a self-employed consultant. In addition to his advisory work, he is a 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 investment approach that combines active and passive strategies, and it offers integrated tax and planning services through its affiliation with a CPA practice.

Beau Fisher is a CFP® professional with 20 years of experience, affiliated with LPL Financial and operating Fisher & Wiens Wealth Management since 2005. His career includes roles at both LPL Financial and his independent advisory firm, Fisher & Wiens Wealth Management. Outside of his advisory work, he is the owner of Bay Valley Suns Sports Club, a semi-professional soccer team based in Danville, CA. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities such as insurance and credit services.

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 Cypress Wealth Advisors since 2016. Webster also acts as 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 variety of analytical methods and trading strategies, offering both discretionary and non-discretionary management with regular reviews and performance-based fee arrangements for qualified clients.

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.

David Eisenhauer is a CFP® professional with 16 years of industry experience. He is currently with Greykasell Wealth Strategies, Inc., where he has worked since 2024. Prior to this, he spent over a decade at Northwestern Mutual in various roles. Eisenhauer is vice president of the board for the nonprofit School of Imagination and has partial ownership in Succession Planning, LLC, which offers a web-based succession cash flow analysis tool. Greykasell Wealth Strategies serves high-net-worth individuals, retirement plans, trusts, and businesses, focusing on clients with significant investable assets. The firm employs a disciplined, long-term investment approach using globally diversified portfolios constructed from ETFs, mutual funds, debt, alternative investments, and selected managers, providing both discretionary and non-discretionary advisory services.

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.

Rajesh Bijlani is a financial advisor at BRsquared L.L.C. with five years of industry experience. He holds a Series 65 designation and previously worked at Trinet Inc and Devero Inc/Netsmart. Outside of his advisory role, he is a Notary Public and an Enrolled Agent providing tax preparation services to individuals and companies. BRsquared L.L.C. offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, using a range of analytical methods and both long- and short-term investment strategies tailored to client goals, tax considerations, 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 Advisors LLC, Deutsche Bank Securities Inc., and Charles Schwab. Outside of his advisory work, he serves as the head basketball coach at Cunha Intermediate School. Marin Bay Wealth Advisors provides asset management and investment consulting primarily to high net worth individuals, trusts, estates, and charitable organizations. The firm employs a multifaceted investment process that incorporates fundamental, technical, quantitative, and sector analysis, along with qualitative judgment and manager due diligence, and offers discretionary and non-discretionary accounts with strategies including covered-call writing and defensive allocations.

Maxwell Balbin is a financial advisor at Pacific Excel Wealth Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Investment Management Inc. and RBC Capital Markets, LLC. Prior to his financial career, he spent several years in engineering roles at Langan Engineering and Environmental Services and AECOM. Pacific Excel Wealth Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, small businesses, trusts, estates, pooled vehicles, and charitable organizations. The firm uses a combination of fundamental and technical analysis with diversified investment vehicles and offers services across three tiers, ranging from basic reporting to advanced planning and private equity evaluations.

Laurean Nardone is a CFP® with 26 years of experience and has been with Shira Ridge Wealth Management since 2000. She holds the Series 63 designation and serves on the boards of the Marin Shakespeare Company, Inc., The League of Women Voters Marin County, and Far Horizons. Shira Ridge Wealth Management serves individuals, high-net-worth clients, small business owners, and nonprofit organizations with discretionary asset management and comprehensive financial planning. The firm combines a planning-first approach with diversified, tax-aware investment strategies and access to institutional separate managed account programs.

Arek Puzia is a CFP® professional with 12 years of industry experience, currently serving at Pathwise Wealth Partners, LLC. He also teaches Financial Accounting and Managerial Accounting at Diablo Valley College. PathWise provides investment advisory services to individuals, including high-net-worth clients, as well as pension and retirement plans. The firm offers portfolio management, financial planning, and retirement-plan advisory services, focusing on long-term discretionary portfolio management with strategic asset allocation using diversified mutual funds, ETFs, and other securities.

Alisha Bhardwaj is a financial advisor at Trillium Investments with 17 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2003 to 2019 before joining Trillium Investments in 2019. Trillium Investments provides discretionary investment management along with financial planning and retirement, estate, and tax planning services for individual and high-net-worth clients. The firm employs a tax-aware, value-oriented investment process that incorporates macroeconomic and fundamental analysis, risk controls, and diversification across growth and income positions.

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.