Edi Alvarez is a CFP® and holds a Series 65 license with 18 years of experience in financial advising. He has led AIKAPA since 2014 and has been involved with Dual Enterprises since 1990, where he serves as CEO of a publishing business that produces niche books for smaller audiences. AIKAPA serves individuals, families, trusts, non-profits, corporations, and small businesses, often working with executives and business owners. The firm provides comprehensive wealth and financial planning, portfolio management, and retirement plan analysis, offering both managed and guided planning models that use diversified mutual funds and ETFs.

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.

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.

Laura Chernov is a CFP® professional with 19 years of industry experience. She is the founder of Balanced Financial Advisors and has previously worked at WealthSource Partners, Goldman Sachs PFM, and United Capital. She also serves as a Managing Director and investment adviser representative at Wealth Source. Balanced Financial Advisors provides portfolio management and financial planning for individual and high-net-worth clients, using model allocations based on Modern Portfolio Theory. The firm typically manages accounts on a discretionary basis and advises clients on a range of investment types, including ETFs, REITs, annuities, and private placements.

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.

Joseph Gallagher is a financial advisor at Pacific Crest Asset Management LLC with 31 years of industry experience. He holds a Series 65 designation and previously worked at Dorsey Capital Management and Kimun Lee. Pacific Crest Asset Management LLC provides discretionary portfolio management and prepares Investment Policy Statements tailored to clients’ goals, tax considerations, and risk tolerances. The firm employs a mix of analytic techniques and implements long-term purchase strategies across equities, fixed income, and ETFs, managing client assets internally without third-party managers.

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.

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.

Alvaro Illan Fernandez is a CFP® professional with four years of industry experience, currently serving as the sole advisor at TrigoFi. He previously worked at A&M Investment Management LLC for five years and took a two-year career break before founding TrigoFi. Outside of his advisory role, he provides consulting services on financial fraud expert reports and supply chain risk mitigation to FTI Consulting, a global business advisory firm. Trigofi is an independent wealth management firm that serves a small roster of individual clients by integrating financial planning and investment management. The firm uses a strategic asset allocation approach centered on passive, index-based funds and customized Investment Policies, with client engagement and portfolio monitoring conducted primarily through electronic platforms.

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.

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.

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.

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.

Donald Clephane is a CFP® professional with 30 years of industry experience, currently practicing at Diversified Planning Concepts, Inc. He has been associated with Oak Tree Securities since 2001 and offers estate planning services alongside financial advisory. Clephane is also licensed to sell insurance products. Diversified Planning Concepts provides estate and financial advisory services to individuals, couples, and select pension plans, trusts, and estates. The firm employs broadly diversified investment programs focused on capital preservation and inflation risk management, with a service approach that emphasizes client-directed implementation and disclosure of potential conflicts.

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.

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.

Paul Bonapart is a financial advisor with Financial Security Planning Services, Inc. in Corte Madera, CA, holding a Series 63 designation and over 35 years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2025 and spent 32 years at Commonwealth Financial Network. Bonapart is also involved in managing rental real estate properties. Financial Security Planning Services, Inc. offers personal financial planning and consultation to individuals, high-net-worth clients, trusts, estates, and related entities. Recommendations are based on client questionnaires and research, with clients maintaining direct custody of assets and having final approval on implementations. The firm operates uniquely as an independent practice while also engaging in broker-dealer and insurance activities through affiliated entities.

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.