Scott Arwin is a CFA® charterholder with 32 years of industry experience. He is the sole advisor at Ring Mountain Capital, LLC, where he has worked since 2017. Prior to founding Ring Mountain Capital, he spent 20 years at UBS Financial Services Inc. and briefly worked at Northwest Asset Management. Ring Mountain Capital provides investment management and financial planning services to individuals, trusts, corporations, pension plans, and institutional clients. The firm manages approximately $185.7 million and employs a tailored approach focusing on U.S. and non-U.S. equities and fixed income, using ETFs and mutual funds as appropriate.

Pamela Jacobs is a Certified Financial Planner® at Monvia Financial L.P. in Walnut Creek, CA, with 25 years of industry experience. She has worked at several firms including Whitehall-Parker Securities, Frontier Wealth Strategies, and Sowell Financial Services. Jacobs is co-owner of Ohana Opportunities LLC, a consulting business evaluating investment opportunities. Monvia Financial L.P. provides fee-based investment management and financial planning primarily to individual clients, including high-net-worth and non-HNW households, as well as retirement-plan sponsors. The firm offers discretionary and non-discretionary asset management, utilizing fundamental, technical, and cyclical analysis to construct portfolios, and supports both individual wealth management and ERISA plan advisory services.

Adrianne Yamaki is a CFP® with 21 years of experience in financial services. She is currently with Strategic Wealth Capital and has previously worked at Sanctuary Wealth and Morgan Stanley in various roles. Outside of her advisory work, she serves as an officer and director for Impart Wealth/Impart Digital Media and is a council member for the Bay Area chapter of Common Sense Media, a nonprofit focused on media and technology choices for children and families. Strategic Wealth Capital provides financial planning, portfolio management, and investment consulting to individuals, including high-net-worth clients, as well as institutional and corporate clients. The firm employs a range of strategies across multiple asset classes and offers services on both discretionary and non-discretionary bases.

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 five years of industry experience. He holds a Series 65 designation and has worked previously at Block Advisors and as a self-employed consultant. In addition to his advisory role, he is 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 approach using a blend of active and passive strategies, with an emphasis on quantitative, fundamental, technical, and economic analysis.

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 previously at Cypress Wealth Advisors from 2016 to 2019. She is also 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 combination of analytical methods and diverse investment strategies, offering both discretionary and non-discretionary management tailored to client objectives.

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.

William Schaff is a CFP® and CFA® with 22 years of industry experience. He has been with Phocas Financial Corporation since 2005 and previously worked at Anira Advisory Group, LLC and Bay Isle Financial LLC. Phocas Financial Corporation is an SEC-registered investment adviser that manages pooled and institutional accounts, as well as a limited number of separate accounts for individuals and other advisers. The firm specializes in U.S. small-cap value, REIT, and equity-income strategies, employing fundamental research and quantitative ranking methods to manage portfolios on a discretionary basis.

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.

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.

Arek Puzia is a CFP® with 13 years of industry experience, currently serving at Pathwise. He has held roles at Pathwise Wealth Partners and ACCLARO Wealth Management. In addition to his advisory work, Mr. Puzia is a professor at Diablo Valley College, where he teaches Financial and Managerial Accounting. PathWise provides discretionary investment management, financial planning, and retirement plan advisory to individual and high-net-worth clients as well as pension plans. The firm’s investment approach is long-term and allocation-driven, integrating comprehensive due diligence and tax coordination, with an investment team that includes licensed CPA/CFPs engaged in academic instruction.