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.

Frederick Borden is a CFP® professional with 29 years of experience in the financial advisory industry. He is the principal of On Keel Capital, an independent firm based in Mill Valley, CA, and has previously worked at Equius Partners, LLC and Sutter Securities Inc. Outside of his advisory role, he is also engaged in raising capital for private and public companies through his registered representative position at Sutter Securities. On Keel Capital provides fee-only financial planning, wealth-planning, and investment advisory services to individuals, families, trusts, and charitable organizations. The firm employs an evidence-based investment approach focused on strategic asset allocation, diversification, tax awareness, and incorporates ESG factors, managing client accounts primarily on a non-discretionary basis with regular reviews and client authorization required for trades.

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 the Series 63, Series 65, and Series 66 licenses. In addition to his advisory role, he works as an independent financial consultant and substitute teacher, and he is 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 uses a mix of fundamental, quantitative, technical, and modern portfolio theory analyses, incorporating both long- and short-term trading strategies across a wide range of investment instruments.

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, currently serving as the sole advisor at Dogpatch Wealth. His prior roles include positions at Boustead Securities, Growth Capital Services, Emerson Equity, Robert Baird & Co., Barclays Capital, Lehman Brothers, and Ameriprise. He is also the owner and operator of Dogpatch Capital, a non-discretionary registered investment advisor focused on financial planning and investment management. Dogpatch Wealth provides discretionary investment management and comprehensive wealth-management services to individuals, including high-net-worth clients, as well as trusts, estates, and private foundations. The firm develops individualized investment policy statements and implements portfolio strategies using a variety of asset classes, and it 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.

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.

Thomas Bray is the sole advisor at Bray Financial Advisors LLC in Mill Valley, CA, holding a Series 65 license with seven years of industry experience. He has led his independent firm since 2018. Bray Financial Advisors LLC offers discretionary investment management and financial planning services tailored to individuals, high-net-worth clients, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach based on modern portfolio theory, emphasizing low-cost index funds and ETFs, with portfolios customized to client-specific guidelines.

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 designation with 22 years of industry experience since founding his firm in 2004. He specializes in discretionary asset management and financial planning. Rittmann Capital Management Co. provides tailored investment strategies and financial planning services to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm employs a combination of fundamental, technical, and charting analysis, managing assets actively with a focus on high-net-worth clients and larger accounts.

Paul Cordero is a CFP®-certified financial advisor with 14 years of industry experience, currently practicing at Attune Financial Planning, LLC in San Rafael, CA. He has been with Attune Financial Planning since 2011 and previously was involved with the Financial Planning Association of San Francisco from 2020 to 2023. Attune Financial Planning is a fee-only registered investment adviser that serves individuals, families, and business owners, particularly those nearing or in retirement. The firm offers comprehensive financial planning and wealth management using a passive, asset-class investment approach focused on tax efficiency, and provides both discretionary and non-discretionary advice tailored to each client’s tax situation, risk tolerance, and goals.

Lewis Gridley is a CFP® professional with 23 years of experience, serving as the sole advisor at Gridley Associates Inc since 1999. He holds Series 63 and Series 65 licenses. Gridley Associates provides comprehensive financial planning and discretionary investment management for individuals, trusts, estates, and charitable foundations. The firm focuses on broadly diversified portfolios guided by asset allocation and investment policy statements, emphasizing long-term total return through fundamental and cyclical analysis.

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.

John Knolle is a CFP® professional with 10 years of experience, serving as the principal of Saranap Wealth Advisors since 2016. He operates as the sole advisor at the independent firm based in Walnut Creek, CA. Outside of his advisory practice, he maintains involvement in rental real estate. Saranap Wealth Advisors provides portfolio management integrated with financial planning and investment consultation to individual and high-net-worth clients, small businesses, and retirement plan sponsors. The firm employs a blend of fundamental, technical, and cyclical analysis with strategies such as active asset management and core-plus-satellite construction, and it is known for serving pension and profit-sharing plan clients as well as offering employer-facing workshops and employee benefit analysis.

Patricia Fata is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been the sole advisor and owner of Fata Financial since 2002. Fata Financial provides discretionary investment management and financial planning services to individuals, families, and trusts, focusing on retirement planning. The firm employs a broadly diversified, low-cost investment approach tailored to client-specific factors and emphasizes daily portfolio monitoring and quarterly performance reporting.