Steven Toomey is a financial advisor at Wholeness Financial in Richmond, California, holding Series 63, 65, and 66 licenses with three years of industry experience. Prior to his current role, he has held positions at several companies including Snout, Inc., where he serves as CFO, focusing on wellness payment plans for veterinary clinics. Wholeness Financial is an independent California-registered investment adviser offering financial planning and investment management to individuals, trusts, small businesses, charitable organizations, and pension/profit-sharing plans. The firm emphasizes personalized financial plans translated into customized investment policy statements, with a discretionary management approach involving diverse asset classes and ongoing portfolio monitoring.

Thomas Lloyd Butler is the sole advisor at TL-B Capital Management in San Francisco, CA, holding a Series 65 designation with one year of industry experience. He has been associated with Grand Jean Capital since 2010 and currently serves as its Vice-President. TL-B Capital Management is an independent registered investment adviser providing discretionary portfolio management and ongoing monitoring to individuals, high-net-worth clients, and charitable organizations. The firm employs cyclical, fundamental, and technical analysis across long- and short-term strategies, focusing on mutual funds, equities, and ETFs, and prepares customized Investment Policy Statements for each client.

Max Strasburg is the sole portfolio manager at Strasburg Asset Management Company LLC, holding a Series 65 designation with two years of industry experience. He previously worked at View Ridge Capital Management, LP from 2015 to 2020 and is also associated with SAMCO LLC. Strasburg Asset Management Company LLC is an independent, state-registered investment adviser serving high-net-worth individuals, businesses, and institutional clients. The firm employs a value-oriented, opportunistic strategy focused on common equity in developed markets, managing concentrated portfolios with a disciplined fundamental research approach.

Daniel Edwards is the sole advisor at Dan Edwards Investment Advisory Services, LLC, an independent firm based in Corte Madera, CA. He holds a Series 65 designation and has eight years of experience in the industry. Prior to founding his firm in 2017, he was self-employed for 11 years. Dan Edwards Investment Advisory Services provides portfolio management and limited consultation primarily to individual clients and couples, typically with a minimum investable amount of $100,000. The firm focuses on retirement-income planning through diversified portfolios mainly composed of Vanguard no-load mutual funds, offering personalized service including mailed quarterly summaries and optional research-based consultations.

Colin Probert is the principal advisor at Probert Investment Advisers, LLC, an independent firm based in Tiburon, CA. He holds a Series 65 designation and has 10 years of industry experience, having led his firm since 2014. Outside of advising, he owns and manages residential real estate units. Probert Investment Advisers, LLC provides ongoing portfolio management to individuals and high-net-worth clients, focusing on services such as Investment Policy Statement preparation, asset allocation, and regular portfolio monitoring. The firm employs a long-term trading approach guided by modern portfolio theory and operates as a solo practice with a billing model based on hourly fees rather than asset percentages.

William Ramsdell is the principal advisor at Ramsdell Capital Management, LLC in San Francisco, holding the ChFC® designation and Series 63 license with nine years of industry experience. He has been involved with Ramsdell Capital Management since 1999 and has operated the Ramsdell Group since 1990. Outside of his advisory work, he also owns and operates Ramsdell Insurance Solutions, an insurance sales and service business separate from his investment activities. Ramsdell Capital Management provides discretionary and non-discretionary portfolio management and asset allocation advice to individuals, trusts, corporate entities, and pension plans. The firm emphasizes a top-down fundamental analysis with tactical trading at the margins, primarily utilizing ETF-heavy portfolios and offering limited insurance brokerage through an affiliated business.

Michael Boulton is a financial advisor at Financial Solutions in Mill Valley, CA, holding a Series 65 designation with 22 years at the firm and 2 years of industry experience. Financial Solutions is a single-advisor independent practice managing approximately $32.4 million across 13 high-net-worth clients. The firm provides asset management, financial planning, and retirement planning, using a disciplined investment approach that combines charting, fundamental, technical, and cyclical analysis with periodic rebalancing. Financial Solutions typically manages accounts on a discretionary basis and offers both hourly and fixed-fee planning.

Harry Oxley is the sole advisor at Double Bay Management & Planning in San Francisco, holding the CFA® designation along with Series 63 and 65 licenses. He has 14 years of industry experience and has been with Double Bay Management & Planning since 1998. Double Bay Management & Planning is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, small businesses, and pension or profit-sharing plans. The firm focuses on comprehensive financial planning and pension consulting, with investment strategies guided by asset allocation and client-specific objectives, primarily utilizing low-cost mutual funds and ETFs. Its notable concentration on retirement and plan advisory work includes pension consulting services and management of pooled vehicles and private fund interests.

Samundra Timilsina is a financial advisor with C Suite Investment LLC in San Francisco, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing Services, LLC and Personal Adviser Inc. Timilsina serves as the managing member and Chief Compliance Officer of C Suite Investment LLC and also works as an insurance agent. C Suite Investment LLC is an independent registered investment adviser serving individual and high-net-worth clients. The firm provides financial planning, consulting, and portfolio management services, specializing in non-discretionary management and advising on held-away retirement assets such as 401(k) accounts and HSAs.

Paul Bonapart is a financial advisor with Financial Security Planning Services, Inc. in Corte Madera, CA. He holds a Series 63 designation and has 36 years of industry experience. His career includes over three decades at Commonwealth Financial Network and ownership of Financial Security Planning Services, Inc. Since 2025, he has also been affiliated with Raymond James Financial Services. The firm provides personal financial planning and advice to individuals, high-net-worth clients, trusts, estates, and related entities, offering services such as financial inventory, investment and insurance analysis, and retirement and estate planning on an a-la-carte basis. Recommendations are developed through client interviews and research, with implementation often conducted via affiliated broker-dealer or insurance channels.

Allen Latta is a CFA® charterholder with 14 years of industry experience. He is the managing director of Campton Private Equity Advisors in San Francisco and serves as an independent contractor attorney for Futterman, Dupree, Dodd, Croley, Maier LLP. Latta has prior experience at LightPath Capital Inc and has been with Campton Private Equity Advisors since 2006. Campton Private Equity Advisors provides non-discretionary private equity advisory services to high net worth individuals, family offices, and institutional clients. The firm focuses on customized private equity programs and offers education and consulting services to other financial and professional organizations.

Christine Remedios is a CFP® professional with 10 years of experience in financial planning. She has been the sole advisor at Remedios Financial Planning since 2015, operating an independent, fee-only practice in San Francisco, CA. Remedios Financial Planning offers hourly and project-based financial planning and investment consultation to individual clients. The firm emphasizes fundamental analysis and long-term, buy-and-hold investment strategies, providing non-discretionary recommendations without managing assets directly, and conducts public educational workshops including topics on socially responsible investing.

Barbara Gault is a Certified Financial Planner® with nine years of industry experience. She has been operating her independent firm, Barbara S. Gault, since 2003 in Sausalito, CA. Her firm provides comprehensive financial planning and portfolio management primarily for individual clients, as well as family groups and small business owners. The investment approach starts with a detailed financial plan to determine risk tolerance and asset allocation, followed by implementation using no-load, low-cost mutual funds and ETFs, employing Morningstar research and annual rebalancing.

David Tepper is the sole advisor at Tepper Capital Management in San Francisco, CA, with 36 years of experience at the firm since 1990. He has 14 years of industry experience and holds credentials relevant to his role. Tepper Capital Management provides discretionary investment management primarily to individual clients, high-net-worth individuals, trusts, estates, and retirement plans. The firm focuses on portfolio construction and monitoring, using a strategy centered on closed-end funds and individualized asset allocation based on financial condition, goals, and risk tolerance.

John Mayberry is the sole advisor at Core Asset Management Company in Sausalito, CA, holding a Series 65 credential and bringing 13 years of industry experience. He has been with Core Asset Management since 1986. Outside of his advisory role, he manages the securities portfolio of a family-owned Delaware LLC. Core Asset Management Company provides discretionary portfolio management and financial planning services primarily to higher-net-worth individuals and families. The firm employs a long-term, tax-aware investment approach using ETFs, mutual funds, and limited individual securities, managing approximately $38 million in client assets.

Joseph Arsenio II is the sole advisor at Arsenio Capital Management LLC in San Anselmo, CA, holding a Series 63 designation with 53 years of industry experience. He has led Arsenio Capital Management since 2004. Outside of his advisory role, he serves as a project manager for Sonoma fire clean-up efforts, overseeing on-site management and regulatory interactions. Arsenio Capital Management provides portfolio analysis, macroeconomic asset-allocation advice, and hourly consultations primarily to individuals, trusts, retirement accounts, and pension or profit-sharing plans. The firm’s investment approach integrates fundamental and technical macroeconomic analysis, focusing on ETFs, closed-end funds, and income vehicles, delivering non-discretionary advice through written and verbal communication.

Neville Richardson is a financial advisor with Alpha Private Wealth Advisors LLC in San Francisco, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to his current role, he was involved with Ruwa Entertainment LLC for seven years. He serves as vice chair on the board of Richmond College Prep. Alpha Private Wealth Advisors offers portfolio management, financial planning, and pension consulting primarily for high-net-worth individuals, trusts, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis and utilizes a range of investment strategies, including derivatives and borrowing, with a notable focus on ERISA-aware pension consulting and institutional portfolio management.

Matthew Gordon is a CFA® charterholder affiliated with Lobos Creek Investors LLC in San Francisco, CA, and has six years of industry experience. Prior to founding Lobos Creek Investors, he worked at Summitry, LLC for seven years, followed by positions at Golub Group and Grouse Rock, LLC. Lobos Creek Investors LLC provides discretionary asset management services primarily to individual and high-net-worth clients, focusing on fundamental equity analysis with a generally long-term investment orientation. The firm offers ongoing portfolio management tailored to client goals and risk tolerance.

Aleea McGuire is a CFP® with 40 years of experience in financial planning and advising, currently operating at Financial Services Group in San Francisco. Her career includes roles at Sandro Wealth Management LLC, OSAIC, and a long tenure at McGuire Financial Services Group. She is also a licensed agent in health, life, disability, and long-term care insurance. Financial Services Group is an independent, employee-owned registered adviser serving individuals and retirement plan sponsors. The firm provides comprehensive financial planning and consulting services with a non-discretionary, fiduciary investment approach that emphasizes strategic asset allocation and a multi-asset, multi-style portfolio construction.

Nathan Roozee is a financial advisor at Crest Wealth Management LLC with 12 years of industry experience. He previously worked at Fidelity Investments and E*Trade Securities. Outside of his advisory role, he holds a 50% ownership in a small construction company where he manages bookkeeping, finances, and marketing. Crest Wealth Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a variety of investment strategies including fundamental and technical analysis, options trading, and offers both asset-based and hourly financial planning arrangements.