Joseph Presti is the sole advisor at Joseph M. Presti Investments in San Francisco, CA. He holds a Series 65 credential and has eight years of industry experience. Prior to founding his firm in 2017, he was self-employed for one year. Outside of his financial advisory work, Mr. Presti is a 50% owner and manager of HL Holdings LLC, a business involved in the production and design of clothing and household products. Joseph M. Presti Investments is a fee-based, state-registered sole proprietorship that provides discretionary and non-discretionary portfolio management to individuals, high-net-worth individuals, institutions, and trusts. The firm employs a value and business-perspective investment approach with a multi-year horizon, focusing on long-term equity ownership identified through proprietary quantitative screens and detailed fundamental analysis.

Clayton Earle is a financial advisor at Elevate Wealth Management, L.L.C. in San Francisco, CA, with nine years of industry experience. He holds Series 63, 65, and 66 designations and has worked as an independent financial consultant and substitute teacher. He is also president of an S-Corp with no current operating assets. Elevate Wealth Management provides portfolio management and advisory services to individuals, high-net-worth clients, charitable organizations, and 401(k) plan sponsors. The firm employs a diversified investment approach that includes fundamental, quantitative, technical, and cyclical analyses, using a wide range of instruments and both long- and short-term trading strategies.

Sara Ellefsen is a CFP® and Series 65-registered financial advisor with 22 years of industry experience. She has been the principal of Golden Gate Personal Financial Planning since 2004. The firm serves individual and high-net-worth clients by providing comprehensive, goals-based financial planning, investment advice, and investment management. Golden Gate Personal Financial Planning emphasizes diversified, liquid portfolios with a focus on tax- and cost-efficiency, managing client accounts primarily on a discretionary basis and offering specialized planning for stock grants, company benefits, and complex asset situations.

Dylan Maney is a financial advisor at Maney Wealth with seven years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments and Northern Trust. Maney Wealth provides discretionary investment management for pooled and institutional-type clients, along with standalone financial planning and consulting services. The firm uses a combination of fundamental, technical, and cyclical analysis to build goals-based portfolios and employs various asset-allocation strategies, focusing on public securities and occasionally alternative investments.

Adam Gould is a CFP® professional with 18 years of industry experience. He is the founder and sole advisor at Dogpatch Wealth in San Francisco, CA. His background includes roles at Boustead Securities, Growth Capital Services, Emerson Equity, and Barclays Capital, among others. He also operates Dogpatch Capital, a non-discretionary registered investment adviser. Dogpatch Wealth provides discretionary investment management and comprehensive wealth-management services to individuals, trusts, estates, and private foundations. The firm implements customized portfolio strategies across a broad range of asset classes and serves as adviser and general partner to a venture capital fund-of-funds available to accredited investors.

Khoi Nguyen is a CFP® and CFA® certified financial advisor with 20 years of industry experience. He is the principal of Wata Capital LLC, an independent registered investment adviser based in San Francisco, where he has worked since 2018. Prior to founding Wata Capital, he spent 11 years at Ameriprise Financial Services, Inc. Wata Capital manages approximately $8.4 million in discretionary assets for a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, nonprofits, and business entities. The firm employs a value-oriented, concentrated equity strategy and offers discretionary investment management alongside standalone financial planning and consulting services.

Denise Johnson is an independent financial advisor with Five Talents Wealth Management in Dublin, CA, holding Series 65 and Series 66 credentials and 17 years of industry experience. She is also the founder and principal of Denise-Danielle Strategy Consulting, where she works with clients on business strategy, authors educational materials, and provides consulting services. Her prior work experience includes roles at Accenture, LLC and Principal Financial Services. Five Talents Wealth Management offers non-discretionary investment supervisory services and financial planning to individuals, charitable organizations, corporations, and other entities. The firm employs a diverse investment approach that includes charting, technical, cyclical, and fundamental analyses, with portfolio strategies ranging from long-term holdings to short-term trading and option writing, tailored to client goals and reviewed quarterly.

Durga Eedara is a financial advisor at Eedara Financials with a Series 65 designation and over 20 years of industry experience, including a long tenure at Franklin Resources Inc from 2002 to 2021. Eedara Financials LLC, founded in 2025, provides discretionary portfolio management to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, and technical analysis alongside various trading strategies, operating under client-granted discretionary authority.

Wealth Script Advisors offers a wealth management experience unlike any other, designed specifically for tech professionals. With 12 years of experience in the financial advisory industry and certifications such as CFP®, CFA®, and Enrolled Agent, we bring a comprehensive understanding of the unique challenges of equity compensation, concentrated investments, tax strategy, and real estate. Our expertise is rooted in a deep knowledge of the tech sector, allowing us to craft strategies that address the complexities of your financial world while simplifying the path forward. Three key pillars truly separate us from the rest: First, our deep expertise in working with tech professionals. We understand the intricacies of your compensation structures and have the experience to help you maximize wealth while managing the tax implications. Second is our personalized investment experience, which focuses on customization and driving utility. Third, we offer a white-glove boutique experience. Our firm combines the personalized attention of a small, exclusive practice with the expertise and resources of a much larger firm, ensuring that every interaction is seamless and tailored to your specific needs. At Wealth Script Advisors, we’re committed to delivering strategic, thoughtful advice with an unwavering focus on your long-term financial success. Whether you’re navigating equity compensation, building wealth through real estate, or looking for a partner to guide you through life’s financial milestones, we provide the kind of individualized attention that ensures you feel supported and confident every step of the way.

Joseph Pach is the principal owner and managing member of Corcovado Investment Advisors, LLC, with over 20 years of industry experience including two decades at Mellon Capital Management. He holds a Series 65 credential and has led Corcovado since 2021. In addition to advisory services, he manages proprietary futures trading through a Commodity Trading Advisor registration. Corcovado Investment Advisors provides discretionary portfolio management and financial planning to high-net-worth individuals, utilizing a top-down asset allocation process with advanced statistical techniques and options strategies. The firm also offers consulting and litigation support services separate from its investment management business.

Sunday Peters is the principal of SOBORA Capital and holds Series 63 and Series 65 licenses with nine years of industry experience. His prior work includes roles at Security Industry Specialists, Inc. and various SOBORA entities dating back to 2016. Peters also holds California real estate, mortgage, and insurance licenses and provides related services through affiliated SOBORA entities. SOBORA Capital offers non-discretionary investment management, capital-markets advisory, and financial planning primarily to institutional and business clients, including pension plans, endowments, and firms in real estate, construction, and engineering. The firm combines investment advisory with mortgage, real estate, and insurance services and provides ERISA plan consulting and participant education.

Robert Bilbao is a Series 65-licensed financial advisor with Shorestown Partners LLC in San Francisco, CA. He has experience at Hall Capital Partners LLC and TDA Investment Group among other roles since 2018. Shorestown Partners LLC provides wealth management and financial planning services primarily to individuals and high-net-worth clients, focusing on continuous investment advice and portfolio management. The firm employs a fee-only model using Modern Portfolio Theory and an asset-allocation approach favoring passive investments, with discretionary account management and periodic reviews.

Keith Weissglass is a financial advisor at Effective Finance LLC in Berkeley, CA, holding a Series 65 credential with three years of industry experience. He serves as a director of operations at Constellation Research Center, Inc., a nonprofit organization, and is also a lecturer at the University of California at Davis. Effective Finance LLC is a fee-only registered investment adviser providing ongoing and project-based financial planning to individuals and high-net-worth clients. The firm focuses on tailored recommendations using modern portfolio theory and asset-allocation strategies, primarily favoring passive funds such as mutual funds and ETFs, while clients implement the recommendations independently.

Jeffrey Elfont is the sole advisor at Pinnacle Capital Management in Walnut Creek, CA, holding Series 63 and Series 65 credentials with nine years of industry experience. He has been with Pinnacle Capital Management since 2001 and has prior experience in accounting, taxation, and auditing from his career in CPA firms. Pinnacle Capital Management serves institutional clients and pooled investment vehicles while also working with a small number of individual, non-high-net-worth clients. The firm emphasizes transparent custodian selection and explicit conflict-management policies in its investment management and advisory services.

Matthew Rittmann is the sole advisor at Rittmann Capital Management Co. in Moraga, CA, holding a Series 65 credential with 21 years of industry experience. He has led Rittmann Capital Management since 2004. Rittmann Capital Management Co. provides discretionary asset management and financial planning services to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm uses a combination of fundamental, technical, and charting analysis across various instruments, actively managing accounts on a discretionary basis with regular reviews and tax-loss harvesting.

Eugene Demmler is a financial advisor with LPL Financial in Castro Valley, CA, holding a Series 63 designation and over 33 years of industry experience. He has been associated with LPL Financial since 1996 and operates E. Demmler & Associates, an independent investment advisory firm, since 2002. Through this firm, he provides financial planning and consulting services. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with in-house research and a broad range of portfolio management options, combining advisory operations with non-advisory product offerings.

Eric Hull is a CFA® charterholder with 20 years of industry experience. He has been with Evergreen Wealth Advisors, Inc. since 2005, serving as the firm's sole advisor. Evergreen Wealth Advisors, Inc. is a fee-only independent registered investment adviser offering discretionary investment management and consulting services to individuals, families, trusts, estates, corporations, and retirement plans. The firm’s investment approach combines strategic and tactical asset allocation with economic trend analysis, emphasizing risk assessment and portfolio volatility control.

I’m your founder and resident money expert, Michal Skowronski. I’m a Fiduciary and a CERTIFIED FINANCIAL PLANNER™ here to help you avoid costly mistakes and make managing money simple. I founded Skylark Wealth to strike the ideal balance for personal financial services combining the latest in technology with fiduciary-level personal service alongside a fee structure that properly aligns incentives toward mutual long-term success. Skylark’s open architecture allows me to serve clients wherever their assets may be held using the most suitable investments and to evolve the platform with the latest in technology without restriction or limitation. Skylark’s fee-only fiduciary model incentivizes me to do only that which is in the long-term best interest of my clients. In fact, I have signed a fiduciary oath to do so. For 10 years prior I worked at a similarly structured Registered Investment Advisor that grew from $75mm to $1b in assets under management. During that time I earned the Certified Financial Planner designation. Let’s create a bright future together and make money one less thing for you to worry about.

Hariharan Iyer is a Series 65-licensed financial advisor with five years of industry experience. He is the sole advisor at WealthPaver and has worked at Wefea Capital LLC since 2018. Additionally, he serves as Chief Compliance Officer at Wefea Capital and works as an SCM Architect at Nvidia. WealthPaver focuses on helping students and their families accelerate repayment of student loan debt through discretionary portfolio management delivered via a proprietary web-based platform. The firm uses client-selected risk profiles and term lengths to guide investment decisions, emphasizing maintaining the chosen term to meet repayment goals.

Nicholas Fullerton is a CFP® professional with 17 years of industry experience, operating Fullerton Advisors, LLC since 2008. The firm is an independent advisory practice based in Alamo, CA. Fullerton Advisors serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporate entities. The firm provides discretionary and non-discretionary portfolio management, modular financial planning, and pension consulting, using diversified asset-allocation portfolios built primarily with ETFs and mutual funds guided by fundamental and cyclical analysis.