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.

Jill Carothers is a CFP®-credentialed financial advisor at Clarity Wealth Partners with seven years of industry experience. Her prior roles include positions at Rebalance LLC, Waypoint Wealth Partners, Brouwer and Janachowski, LLC, and a long tenure at All California Mortgage. Clarity Wealth Partners is a fee-only registered investment adviser that provides wealth management, comprehensive financial planning, and portfolio supervision for individual and high-net-worth clients. The firm also conducts educational seminars and offers project-based planning, managing portfolios with a combination of passive and active strategies and incorporating socially responsible investment options when requested.

Judith Webster is a financial advisor at DT Investments I LLC with 21 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Deutsche Bank National Trust Company and Deutsche Bank Securities Inc. 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 small, concentrated client roster including individuals, high-net-worth clients, corporations, charitable organizations, and trusts. The firm uses a mix of analytical methods and a range of strategies, offering both discretionary and non-discretionary management with regular reviews to align portfolios with client objectives.

Lauren Friedlander is a CFP® professional at Spectrum Financial Management with one year of industry experience. Prior to joining Spectrum, she held roles at RBC Wealth Management and worked at the University of Wisconsin-Madison. Spectrum Financial Management advises individuals and high-net-worth clients and their trusts, providing investment management along with financial planning and tax services. The firm uses an asset-allocation approach focused on fundamental analysis and offers integrated tax planning and representation services.

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 three years of industry experience. He has a background in professional baseball and currently serves as a baseball coach at William Jessup University. Baer Investment Advisory LLC provides discretionary portfolio management to individuals, high-net-worth clients, trusts, and corporations, utilizing a combination of fundamental, technical, cyclical, and quantitative analysis alongside modern portfolio theory to tailor investment strategies.

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.

Joseph Haberman is a financial advisor with Marin Bay Wealth Advisors, LLC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked at Marin Bay Wealth Advisors since 2017 and previously held positions with Wells Fargo Clearing and Wells Fargo Advisors. 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 includes fundamental, technical, quantitative, and sector analysis, along with third-party manager due diligence, and offers strategies such as 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 25 years of industry experience and has been with Shira Ridge Wealth Management since 2000. She holds the Series 63 designation and provides fixed annuities, life insurance, and long-term care products as part of her services. Nardone serves on the boards of the Marin Shakespeare Company, Inc. and the League of Women Voters Marin County. Shira Ridge Wealth Management serves individual and high-net-worth clients, as well as small business owners, managing approximately $323 million in discretionary assets. The firm offers portfolio management and comprehensive financial planning, emphasizing diversified, tax-aware portfolios constructed with ETFs and mutual funds, and conducts quarterly portfolio reviews.

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.

Morgan Selmi is a financial advisor at Broadwing Capital Advisors, Inc., holding a Series 65 credential. He has been with Broadwing since 2017 and has experience working in education and sports, including roles at St. Vincent de Paul High School and Sonoma Stompers Baseball. Broadwing Capital Advisors provides discretionary portfolio management and financial planning services for individuals, families, and trusts, as well as non-discretionary advice to employer-sponsored retirement plans. The firm employs model portfolio management with a focus on low-cost ETFs and dividend-paying stocks, using fundamental screening and third-party research to guide investment decisions.

Alvin Yam is a CFP® with 17 years of industry experience and is a managing member of Paraiba Wealth Management LLC. He worked at Stonemark Wealth Management for nine years before joining Paraiba Wealth Management in 2022. Paraiba Wealth Management LLC is a California-registered investment adviser serving primarily high-net-worth individuals. The firm manages customized model portfolios using a combination of fundamental, technical, and cyclical analysis, and offers financial planning and retirement-rollover advice while acting as a fiduciary.

James Frazin is a CFP® professional with 22 years of experience in financial planning. He has been with Communitas Financial Planning PBC since 2011. Communitas Financial Planning PBC provides retirement plan consulting, plan-sponsor services, and investment advisory support focused on pooled and institutional arrangements. The firm emphasizes socially responsible investing by integrating third-party SRI managers and offers educational workshops alongside hands-on pension consulting.

Daniel Blakey is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Broadside Wealth since 2026 after previously working seven years at Baker Street Advisors and five years at Integrity Financial Group. Broadside Wealth Technologies serves ultra-high-net-worth individuals, families, family offices, trusts, estates, and institutional clients through a membership-based wealth management model. The firm emphasizes a structural alpha investment philosophy that focuses on tax optimization, fee reduction, and liquidity management using technology-driven, systematic processes.

Thinh Nguyen is a CFP® professional affiliated with Fog City Advisors, LLC, with three years of industry experience. Prior to joining Fog City Advisors, he held positions at CSU East Bay and Laney College. Fog City Advisors is a fee-only firm that offers holistic financial planning and investment management to individuals, families, trusts, non-profits, and business entities. The firm follows a long-term, strategic asset allocation approach using diversified, low-cost mutual funds and ETFs, with selective use of fixed-income securities and specialized funds.

Timothy Corriero is a CFP® with nine years of industry experience, currently serving as an advisor at Gemmer Asset Management LLC since 2017. Prior to this, he worked at Geometric Wealth Advisors, LLC for one year and has been involved with Healey Timber since 2003. He is also the Managing Director of FIA Timber Partners, LLC, a general partner managing investment funds for institutional and high net worth investors. Gemmer Asset Management LLC manages over $2.0 billion in discretionary assets and serves a diverse client base including individuals, trusts, estates, and nonprofits. The firm employs an asset-allocation approach focused on no-load mutual funds and ETFs, alongside a dedicated Social Strategy incorporating ESG and fossil-fuel exposure metrics.