James Koch is the principal advisor at Koch Capital Management LLC, an independent firm based in Alamo, CA. He holds a Series 65 designation and has 17 years of industry experience. Koch also operates the Informed Household financial-education platform. Koch Capital Management LLC provides investment management and retirement-planning services to individuals, families, and trusts. The firm uses a structured retirement planning approach, offering discretionary portfolios and a fixed-fee retirement program, with a focus on active risk management techniques and integrated client collaboration tools.

Caxton Rhodes is the sole advisor at Rhodes Consulting Group LLC, an independent firm based in Orinda, CA. He holds a Series 65 designation and has 15 years of industry experience. Since founding Rhodes Consulting Group in 2006, he has focused on providing personalized investment counseling and portfolio management. Rhodes Consulting Group LLC is a fee-only investment adviser serving individuals, trusts, accredited investors, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a client-oriented, long-term, global investment approach that combines fundamental and technical analysis to build diversified portfolios emphasizing cost efficiency and tax considerations.

Jeffrey Muhr is a financial advisor with Muhr Advisory Group in Clayton, CA, holding a Series 65 designation and eight years of industry experience. He has been with Muhr Advisory since 2003 and also operates Clayton Tax Consultants, where he provides tax preparation services. Muhr Advisory Group is an independent, fee-only firm serving individuals and various entities such as pension plans, trusts, and charitable organizations. The firm employs an integrated asset-allocation approach and manages approximately $51.6 million in client assets, primarily on a non-discretionary basis.

Robert Regan is the principal of Regan Financial Group, LLC in Danville, CA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has led Regan Financial Group since 2016. Outside of his advisory work, Regan serves on the St. Mary's College Alumni Board and acts as an insurance agent specializing in life, disability income, long-term care, and property and casualty insurance. Regan Financial Group provides investment management and financial planning services primarily to individual clients, as well as trust, estate, and retirement-plan clients. The firm employs an academic, factor-based investment approach grounded in Modern Portfolio Theory and the Fama-French model, constructing broadly diversified portfolios and generally managing assets on a non-discretionary basis.

Raj Brahmbhatt is the sole advisor at Aldabra Capital Management and holds a Series 65 credential with six years of industry experience. He has been with Aldabra Capital Management since 2020 and concurrently serves as a senior director in global marketing at Visa Inc., a payment technology company. Aldabra Capital Management provides discretionary investment management primarily to individuals, small businesses, trusts, estates, and IRAs through separately managed accounts. The firm employs a concentrated, high-conviction equity strategy focused on publicly traded companies with durable economics and long-term growth potential, managing a small client base with a uniform portfolio approach.

Greg is a Fee Only Financial Advisor, supporting clients through all phases of financial life. Specializing in Employee Equity Compensation Planning, Greg helps clients understand their options related to ISOs, NQSOs, RSUs, ESPPs and more, working with clients to understand how to use their benefits to achieve their financial goals. Whether you have one or many financial questions, and need help deciphering your options, Greg can help you navigate your financial decision making.

Alsida Canton is a financial advisor at CLBI Investments Inc with 13 years of industry experience. She has been with CLBI Investments Inc since 1988. CLBI Investments Inc provides discretionary investment management and related portfolio services to a focused client base including individuals, trusts, charitable organizations, pension and profit-sharing plans, and certain corporate clients. The firm employs an opportunistic investment approach within a conservative framework emphasizing capital preservation, using fundamental, technical, and cyclical analysis along with asset allocation when appropriate.

Valerie Gospodarek is a CFA® charterholder with 18 years of experience in financial advising. She is the principal of VG Financial Consulting, LLC, an independent firm she has led since 2017. Her prior roles include positions at Schmerling Financial Group, Garrison Murphy Wealth Management, and VR Advisors. VG Financial Consulting serves individuals, families, and financial professionals, particularly executives with stock-based compensation who may not meet traditional wealth management asset thresholds. The firm focuses on financial organizing, comprehensive planning, and implementation coaching without managing client assets, offering specialized services such as stock option modeling and cost-basis research.

Keo Chao is a CFP® and Series 66-registered financial advisor with 17 years of industry experience. He is the sole advisor at Point4ward Financial Planning, where he has worked since 2020. His prior experience includes roles at Prudential and Cathleen Petersen EA. Point4ward Financial Planning offers tailored investment management and financial planning services to individual clients, focusing on both project-based advice and comprehensive one-year planning engagements. The firm employs a primarily passive, asset-class based investment approach supplemented by fundamental security analysis and utilizes model portfolios from a sub-advisor as part of its strategy.

Dana Nelson is a CFP® and Series 65 credentialed financial advisor with 20 years of industry experience. He is the principal of Truetide Wealth, LLC, an independent firm he founded in 2018, and has been associated with Bell Investment Advisors, Inc. since 2003. In addition to his advisory role, Nelson provides consulting services to investment adviser representatives at Bell Investment Advisors. Truetide Wealth offers discretionary investment management and financial planning services to individual clients and entities, focusing on customized investment policies that combine fundamental, technical, and cyclical analysis. The firm operates as a solo practice with a small client base and employs both passive and active strategies tailored to client goals and risk tolerance.

Michael Mccoy is a financial advisor at Arden Wealth Management with 22 years of industry experience. He holds a Series 66 designation and worked previously at Lincoln Financial Securities Corporation for seven years. He is also a licensed insurance agent offering disability insurance, fixed/indexed annuities, and life insurance products. Arden Wealth Management provides portfolio management and financial planning services primarily to individual clients. The firm employs a long-term trading approach using various analysis methods and typically implements portfolios with mutual funds, ETFs, fixed income, and annuity products.

Gillette Edmunds is the sole advisor and principal at Rockridge Money Management LLC, an independent firm based in Oakland, CA. He holds a Series 65 credential and has 16 years of industry experience, having led Rockridge Money Management since its founding in 2010. Outside of his advisory work, Edmunds is an author of fiction novels, which he writes and publishes independently. Rockridge Money Management provides discretionary asset management and individualized portfolio supervision primarily for a small number of individual clients. The firm emphasizes fundamental analysis, focusing on dividend-paying stocks and constructing diversified portfolios that may include mutual funds, equities, and special situations, with trades executed on an individual account basis.

We work with people who want a long-term partnership where together we create a plan that uses your money and resources to live a fulfilling life that aligns with your deepest values while creating positive change in the world. We focus on who you are and what it is you want for yourself and loved ones. My passion is making financial planning an approachable and enjoyable experience. I became a CERTIFIED FINANCIAL PLANNER™ to help people find solutions for their financial needs but soon realized that traditional financial planning was designed for a male head of household with a certain amount of wealth. Since I am most passionate about equality for women and the LGBTQ community, I realized that I needed additional skills to make financial planning meet our specific needs. So, I became a certified coach which allows me and my clients to go deeper to explore and clarify their individual values and goals. Once we’ve figured out what their ideal life looks like and what is really important to them, we can create a financial plan designed for them. Anyone who knows me knows of my deep love of pastries. I started my career as a pastry chef, fully embracing my creativity, a love of science and math, and delight in creating delicious concoctions. I loved this career, until one day I had an epiphany: My love of numbers and baking science acumen could be used in better ways to help the world. Turns out I like baking more as a hobby than as a career. No more petit fours! I returned to college as a women studies major determined to help women realize their potential and gain equality. Upon self-reflection I realized that I had a lot of passion but lacked any real skills to make the change in the world that I sought to make. Around this time my grandfather died, and I started helping my grandmother with her finances. We sought out information and together we came up with a financial plan for her new life alone. Helping my grandmother become financially independent was exactly the type of impact I wanted to have on other women’s lives. My career path was born.

Alexander Page is the sole advisor at Page Capital Private Wealth Management, LLC in Walnut Creek, CA. He holds a Series 66 designation and has nine years of industry experience, including five years with Morgan Stanley and one year at Tesla. Page serves on the finance board committee at Saint Mary’s Elementary School, where he is involved in budgeting, financial review, and programs to support school maintenance and teacher retention. Page Capital Private Wealth Management is an independent, single-advisor registered investment adviser serving individuals, trusts, estates, charitable organizations, and small- to midsize companies. The firm employs a variety of analytical and asset allocation methods and offers both discretionary and non-discretionary portfolio management alongside standalone financial planning and consulting services.

Jack Chang is a CFP® professional with 20 years of industry experience. He is the owner of TaiBay Wealth Management LLC, where he has worked since 2021, and previously held roles at Woodbury Financial Services, Inc. and Questar Capital Corporation. In addition to his advisory work, he owns JLC Financial Services, assisting clients with life, long-term care, and disability insurance for estate and protection planning. TaiBay Wealth Management LLC provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs fundamental analysis and modern portfolio theory in managing diversified portfolios and serves a significant non-U.S. client base.

Justin Ward is a CFP® professional affiliated with Compass Wealth Planning LLC and has two years of industry experience. Prior to joining Compass Wealth Planning, he worked at Raymond James Financial Services Advisors, Inc. and other firms. He also assists Summit Financial Group in client engagement and investment research. Compass Wealth Planning LLC provides discretionary asset management and consulting services to individual and high-net-worth clients, including sponsors of qualified retirement plans. The firm constructs portfolios based on client goals and risk tolerance, utilizing fundamental analysis and Modern Portfolio Theory.

David Carroll is a financial advisor at Palisade Financial in Orinda, CA, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Palisade Financial since 2011. Palisade Financial is an independent registered investment adviser that provides discretionary portfolio management and advisory services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and typically seeks discretionary trading authority, employing a range of instruments and higher-risk trading techniques.

Robert Dawson is a financial advisor with Dawson Investment Management in Walnut Creek, CA, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at LPL Financial and Ameriprise Financial Services. Dawson Investment Management provides investment advisory and wealth management services to individual and high-net-worth clients, focusing on customized, primarily long-term strategies implemented on a discretionary basis. The firm offers a range of portfolio options including mutual funds, ETFs, individual securities, and unit investment trusts, and features a wrap fee program that combines transaction, custody, and administrative costs into its asset-based advisory fee.

Martin Johnson is a financial advisor with 31 years of industry experience, currently serving as the principal of 361 Financial Planning, Inc. He holds Series 63 and Series 65 licenses and has worked at his independent firm since 2016. In addition to his advisory role, Johnson is president and managing attorney of 360 Estate Planning, Inc., providing legal services related to estate planning and asset protection, and serves as an associate director and finance coach for MBA students at the University of Notre Dame. 361 Financial Planning, Inc. offers wealth management and portfolio management services to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes a long-term investment approach with fundamental analysis and primarily manages assets on a non-discretionary basis, combining ongoing financial planning with tailored investment strategies.

Frank Pare is a CFP® professional with over 32 years of industry experience. He is president of PF Wealth Management Group, LLC, where he has worked since 2006, and he also provides consulting services related to insurance needs through Ohio National Life Insurance Company. PF Wealth Management Group serves individuals, non-profit organizations, group retirement plans, and business owners seeking exit planning. The firm offers investment management, comprehensive financial planning, estate-planning support via digital platforms, and life and long-term-care insurance brokerage services.