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.

Seth Reicher is a CFA® charterholder and the sole advisor at Reicher Capital Management, LLC, where he has worked since 2021. He has a total of 14 years of industry experience, including seven years at Snyder Capital Management LP and three years as a self-employed investment professional. Reicher Capital Management provides discretionary investment management services to individuals, business entities, trusts, and pension and profit-sharing plans. The firm employs a fundamental, long-term, concentrated multi-cap U.S. equity strategy, combining public equity portfolios with ETFs, mutual funds, and fixed income for diversification, and offers performance-based fee arrangements for eligible clients.

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.

Andrew Fedeli is the principal of Fedeli Financial, LLC, an independent advisory firm based in Novato, California. He holds a Series 65 designation and has three years of industry experience. Outside of his financial advisory role, he owns a consulting business specializing in Salesforce training. Fedeli Financial, LLC provides portfolio management and individualized investment planning for a small, high-net-worth client base. The firm employs a variety of analytical methods and offers tailored recommendations across diverse investment types, including private placements and venture capital, while maintaining a non-discretionary trading approach.

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.

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.

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.

Patrick Beresh is a financial advisor at PMB Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with PMB Advisors since 2002. In addition to his advisory role, he is a Certified Public Accountant and occasionally prepares individual tax returns. PMB Advisors serves individual and high-net-worth clients along with their trusts and estates, providing portfolio management and financial planning services. The firm builds personalized investment policies using fundamental and cyclical analysis and typically implements strategies with ETFs, mutual funds, and individual securities.

Jonathan Firestein is a financial advisor at Purpose Capital Advisors with five years of industry experience. He holds a Series 65 credential and has worked previously at Uplifting Capital, Inc. and Ascent Capital Management (U.S. Bank). Purpose Capital Advisors provides investment consulting to mission-driven organizations, wealth management firms, family offices, and foundations, focusing on impact investing and private capital. The firm offers services including investment research, manager selection, and business consulting, emphasizing bespoke impact frameworks that integrate financial analysis with social and environmental objectives.

Victor Bekhet is the principal advisor at Victorwealth, LLC in San Francisco, CA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He previously worked at Shenouda Capital Management LLC for six years before founding Victorwealth in 2018. Outside of his advisory role, Bekhet manages privately owned rental properties. Victorwealth provides discretionary investment management for institutional clients and high-net-worth individuals, offering active equity and fixed-income portfolio strategies that integrate ESG analysis and customizable options. The firm employs a top-down stock selection process supported by fundamental research and utilizes institutional-style operational controls despite its small size.

Stephanie Fenster is a financial advisor at Itero Capital, LLC with eight years of industry experience. She holds the Series 63 and Series 65 designations and operates as the sole advisor at the independent firm based in Tiburon, California. Itero Capital provides discretionary portfolio management services primarily to high-net-worth and some non-U.S. individual clients. The firm employs a concentrated, research-driven investment approach focused on consumer-centric public equities worldwide, using both long and short positions to pursue long-term capital appreciation and absolute returns.

Gerald Butrimovitz is a CFP® with 41 years of industry experience, currently operating Gerald Butrimovitz Wealth Advisory in San Francisco, CA. He has worked with LPL Financial since 2009 and established his independent advisory firm in 2012. He serves as trustee for a family trust. Gerald Butrimovitz Wealth Advisory provides comprehensive financial planning and counseling to individuals, families, trusts, estates, business owners, and retirement plans. The firm offers non-discretionary advice through a documented planning process, including retirement, estate, tax, and protection planning, typically billed hourly with an option for fixed-fee ongoing service.

Timothy Heller is the sole advisor at Compass Rose Advisors, Inc., based in San Francisco, CA, with 32 years of industry experience. He has been with Compass Rose Advisors since 1993. Compass Rose Advisors provides discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts and institutional accounts. The firm focuses on concentrated, long-term equity portfolios guided by independent fundamental analysis, managing accounts within client-specified guidelines and offering weekly reviews and annual performance letters.

Edward Pollak Jr. is the principal of EE Fund Management, LLC, an independent firm based in San Francisco, CA, with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked as a senior game industry analyst for Jon Peddie Research since 2006. EE Fund Management provides portfolio management for individuals and trusts, focusing on the video game industry through a sector-specific investment partnership closed to new investors. The firm employs a long-term, low-turnover, buy-and-hold approach with a technology tilt and utilizes multi-tiered research, including a proprietary video game tech index that is rebalanced semiannually.

John Rutledge is a CFP® and CFA® with 16 years of industry experience. He is the sole advisor at Phoundational LLC, an independent firm he has led since 2019. Prior to founding Phoundational, he worked for 11 years at Fairview Capital Investment Management. Phoundational provides investment consulting and financial planning services to individuals, high-net-worth clients, charitable organizations, foundations, endowments, corporations, and other businesses. The firm employs a liability-driven investing philosophy and typically recommends passive, index-based mutual funds and ETFs, operating on a fee-only basis without managing client assets directly.

Richard Sun is a financial advisor at alphaAI Capital Management in San Francisco, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at Barclays since 2014. alphaAI Capital Management is an independent firm providing discretionary investment management to individuals, high-net-worth clients, corporations, and business entities primarily through an interactive digital platform. The firm employs quantitative and systematic methods combined with fundamental and technical analysis to construct and monitor portfolios, often investing in exchange-listed equities and ETFs while utilizing algorithmic decision-making and a technology-driven approach.

Amporn Leininger is the sole advisor at Summit Financial Services in San Francisco, CA, with 12 years of industry experience. She holds a Series 63 designation and has been associated with Summit Financial Advisory Services, Inc. since 1999. In addition to investment advisory, she provides bookkeeping, tax, annuities, and insurance services as part of her practice. Summit Financial Services offers investment advisory and financial planning to individuals and small businesses, focusing on securities investment advice alongside retirement, college planning, tax preparation, insurance, and business consulting. The firm operates on a non-discretionary basis, using various analytical methods and transaction-based or hourly billing rather than asset-based fees.

David Kim is the sole advisor at Vision Capital Investment Management, Inc. in San Francisco, CA, with 27 years of experience managing investments since 1999. He operates an independent advisory practice focused on discretionary investment management. Vision Capital Investment Management serves individuals, families, trusts, non-profit and religious organizations, as well as small businesses and corporations. The firm employs a blend of top-down macro and sector analysis with bottom-up fundamental research, offering customized portfolios that emphasize asset allocation, diversification, and socially responsible investing themes.

Andrew Harthcock is the sole advisor at Bay Area Wealth Advisors in San Francisco, CA. He holds a Series 65 credential and has been in the financial advisory industry since 2026. Prior to founding Bay Area Wealth Advisors, he worked in various roles across technology and business sectors. Outside of his advisory work, he is the owner of Foggy Weather LLC, a residential property management business. Bay Area Wealth Advisors is a state-registered investment adviser offering discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, small businesses, and retirement plans. The firm employs a long-term, fundamentals-based investment approach focused on strategic asset allocation and diversification, primarily using low-cost ETFs, mutual funds, and individual securities, with ongoing monitoring and periodic rebalancing.