Dana Soltani is a Series 65-credentialed financial advisor based in Orinda, CA, with seven years of industry experience. She is the principal of Outflyers LLC, an independent firm she founded in 2019. In addition to her advisory work, Dana holds a Senior Director of Product position at Ellie Mae Inc., a technology company. Outflyers LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm combines portfolio management with hourly financial planning and publishes educational materials for the public, tailoring investment strategies to client goals using fundamental and cyclical analysis.

Torr Steinhilber is a financial advisor at Munro Asset Management L.L.C. with 17 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes roles at Alterity Financial Group, Naples Asset Management Company, and Munro Asset Management. Munro Asset Management L.L.C. provides advisory and consulting services to institutional and individual clients, offering portfolio management, retirement plan services, investor education, and subadvisory arrangements. The firm’s investment process involves client data gathering to build diversified portfolios combining active and passive strategies across various asset classes.

Jon Gross is a financial advisor at Orderly Finance with 23 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch from 2012 to 2020. Orderly Finance is an independent firm that offers portfolio management, financial planning, and family-office concierge services primarily for individuals and high-net-worth clients. The firm combines modern portfolio theory with fundamental, quantitative, and technical analysis to build tailored portfolios that may include a range of public and private securities, and employs performance-based fees and derivative strategies in client accounts.

Sulaiman Parwiz is a financial advisor at Golden Lion Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Keller Williams, and operated Parwiz Consulting. Golden Lion Wealth Management is an independent advisory firm serving individuals, high net worth clients, trusts, and employer-sponsored retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, qualitative, and quantitative analysis across various investment vehicles.

Darrell Doi is a financial advisor at INVESDID with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Park Avenue Securities LLC. In addition to his advisory role, he operates as a licensed insurance broker. INVESDID provides financial planning and consulting services to individuals, businesses, and nonprofit organizations, offering retirement plan services and public educational seminars. The firm typically acts as a co-advisor with third-party money managers and focuses on fixed-fee or hourly consulting engagements.

Eugene Chow is a CFA® charterholder with 12 years of industry experience, currently serving as the sole advisor at Paragon Asset Management Inc. He has been with Paragon since 1989. Outside of his advisory role, he operates a computer consulting business focused on investment portfolio accounting and performance calculations. Paragon Asset Management provides discretionary asset management services to individuals, businesses, and charitable organizations, managing approximately $110.7 million across 72 client relationships. The firm customizes investment programs based on clients’ objectives and risk tolerance, employing both fundamental and technical analysis and a broad range of investment instruments.

I'm a CERTIFIED FINANCIAL PLANNER™ and founder of Collabria Capital, Inc., a San Ramon-based fee-only fiduciary financial planning firm serving the Bay Area and virtual clients nationwide. I started Collabria Capital because I believe financial planning should be collaborative, transparent, and centered around what truly matters — people’s lives, not just their portfolios. Over the years, I’ve met too many hardworking professionals who’ve done all the “right” things financially but still feel unsure about their future. My goal is to bring clarity and confidence to that picture. Originally from Montreal, I moved to the Bay Area in 1997 and quickly came to appreciate the unique blend of innovation, opportunity, and complexity that defines life here. Having raised three kids, I understand firsthand how financial priorities evolve — from career growth and family needs to preparing for a more flexible, fulfilling next chapter. I work primarily with mid- to late-career professionals who want straightforward, fiduciary advice on everything from stock options and deferred compensation to retirement and tax planning. My approach is simple: listen carefully, bring clarity to complexity, and help clients make decisions that align their finances with their values. For me, financial planning has always been about more than numbers ; it’s about creating the freedom to focus on what truly matters.

Gregory Gaskin is the principal advisor at Gaskin Wealth Management in Moraga, CA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led his independent firm since 2007. Outside of his advisory role, he operates a vacation rental business in Moraga. Gaskin Wealth Management provides fee-only investment advisory and portfolio management services to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm manages approximately $88.7 million across about 215 client relationships, employing a disciplined investment process that integrates relative-strength sector analysis with a systematic market-risk approach.

Ryan Koopmans is a CFP® with four years of industry experience and currently serves as an advisor at Beacon Veterinary Wealth. He previously worked at Lifeworks Advisors, LLC and Vincere Wealth Management, LLC. In addition to his financial advisory work, he is an associate veterinarian at Antioch Veterinary Hospital, where he performs primary care and surgical duties. Beacon Veterinary Wealth provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The firm uses a blend of passive and active asset-allocation models and offers recurring fixed-fee planning along with educational seminars.

Suresh Donthineni is a financial advisor at Olympia Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Investment Advisors and Cetera Financial Specialists. Donthineni is also a licensed CPA and owner of an accounting firm, Davis Sharma Donthineni PC, where he provides tax and accounting services, and he serves as a licensed health insurance agent. Olympia Wealth Management is an independent registered investment adviser managing approximately $18.5 million for a small client base that includes individual investors, high-net-worth clients, trusts, and business entities. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a range of investment methods tailored to client goals and risk tolerance, and provides ERISA consulting and fiduciary services for qualified plans.

Beth Williams is a financial advisor at Future Wallet with a Series 65 designation and two years of industry experience. She previously worked at Google LLC and UC Berkeley-Haas in various roles between 2016 and 2022. Future Wallet is an independent firm offering fee-only investment management, financial planning, coaching, and educational seminars for individuals, high-net-worth clients, and corporations. The firm employs a mix of passive and active funds guided by modern portfolio theory, often incorporating third-party managers, and emphasizes client education through public seminars and speaking engagements.

Jessi Hawk is a financial advisor with Hawk Capital Wealth Management LLC in Walnut Creek, CA. She holds the ChFC® designation and the Series 66 license, and has 18 years of industry experience. Her career includes roles at Bank of America, Merrill, Scottrade, and her own sole proprietorship. Hawk Capital Wealth Management LLC provides asset management, financial planning, and ERISA-focused retirement-plan services primarily to individuals, trusts, estates, and qualified retirement plans. The firm operates mostly on a non-discretionary basis, utilizing technical and cyclical analysis alongside long-term strategies, and offers fiduciary consulting and 3(38) investment management services for retirement plans.

Ryan Bird is the sole advisor at Pioneer Advisory, an independent firm based in Moraga, CA. He holds a Series 66 designation and has 23 years of industry experience. Bird has been operating under his own firm since 2012. He is also a licensed insurance agent and conducts insurance transactions as part of his practice. Pioneer Advisory serves individual investors, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm provides portfolio management and comprehensive financial planning with a non-discretionary approach, primarily using traditional investment instruments and working with third-party managers who often have discretionary authority.

Kristopher Van Stralen is a financial advisor at Evidencial Financial Consulting in Orinda, CA, with nine years of industry experience. He holds the ChFC® designation and a Series 63 license. His prior roles include positions at VR Advisors, Creekside Partners Financial Advisers, and the American College of Financial Services. Evidencial Financial Consulting provides personalized financial planning and non-discretionary asset management to individuals, trusts, estates, and charitable organizations. The firm uses fundamental analysis and a combination of long- and short-term strategies with a predominately non-discretionary management approach, allowing clients to retain trading authority.

Faruk Jaffer is a CFP® and ChFC® with nine years of industry experience, affiliated with Index Gurus, Inc. He has previously taught at UC Berkeley and UCSC Extension Silicon Valley. Index Gurus, Inc. is an independent, fee-only registered investment adviser serving individuals, small businesses, trusts, estates, charitable organizations, and certain institutional clients. The firm focuses on passive, asset-class investing using ETFs, index funds, and fixed income, offering comprehensive financial planning and portfolio management primarily on a non-discretionary basis.

James Audley is a financial advisor at Argent Wealth Advisors, LLC in Lafayette, CA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Argent Wealth Advisors since 2014. Argent Wealth Advisors is an independent, fee-only investment adviser serving individuals, trusts, charitable organizations, and corporate clients. The firm applies academically grounded principles and Modern Portfolio Theory to develop diversified portfolios primarily using institutional no-load mutual funds and ETFs, focusing on non-discretionary management and client-approved transactions.

Michael Ching is a financial advisor at Nardene Wealth Management Inc in Brentwood, CA, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Nardene Wealth Management since 2008. Nardene Wealth Management provides investment management and comprehensive financial planning services to individuals, businesses, charities, and small pension plans. The firm combines fundamental and technical analysis to manage diversified portfolios and collaborates with third-party managers to offer specialized investment strategies.

Steven Willis is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He has operated Willis Financial Services, Inc. in Clayton, CA since 2010. Willis is also registered as an insurance agent, though he spends minimal time in this capacity. Willis Financial Services, Inc. provides investment management and comprehensive financial planning to individuals, trusts, small businesses, and certain retirement plans. The firm employs an asset-allocation-driven investment approach focused on passive index funds, cost control, and tax efficiency, while also integrating accounting, tax-preparation, and insurance services.

Frank Gavidia is a CFP® professional with 32 years of experience in financial advising. He currently leads Globe & Anchor Wealth Management & Financial Planning, LLC, an independent firm he has been with since 2021. His prior experience includes roles at Nissim & Gavidia Wealth Management & Financial Planning, LLC, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. Globe & Anchor Wealth Management & Financial Planning provides portfolio management and comprehensive financial planning services to individual and high-net-worth clients. The firm employs a fiduciary approach, tailoring portfolios to client goals and risk tolerance, and incorporates derivatives, primarily options, in client accounts—a practice that is relatively uncommon among peer firms.

John Callagy is the principal of Asage Financial LLC and holds a Series 65 designation with 19 years of industry experience. He has served as a CPA since 2009 and has operated Asage Financial since 2006. In addition to his advisory role, he maintains a sole practitioner CPA practice, dedicating a portion of his time to accounting and tax services. Asage Financial LLC provides investment management, financial planning, and consulting services to individuals and entities including irrevocable trusts and limited liability companies. The firm manages approximately $29.9 million on a discretionary basis and employs an efficient-market philosophy with diversified, asset-class-focused portfolios tailored to client objectives and risk tolerances.