Dana Nelson is a CFP® professional with 21 years of experience in the financial services industry. He is the principal at Truetide Wealth, LLC, an independent advisory firm he has led since 2018. Prior to founding Truetide Wealth, he was associated with Bell Investment Advisors, Inc. for over two decades, where he currently provides consulting to other investment adviser representatives. Truetide Wealth offers tailored investment management and comprehensive financial planning services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm combines passive and active strategies based on client goals and risk tolerance, managing accounts primarily on a discretionary basis with regular portfolio reviews.

Michael Mccoy is a financial advisor at Arden Wealth Management with 22 years of industry experience. He holds a Series 66 designation and worked previously at Lincoln Financial Securities Corporation for seven years. He is also a licensed insurance agent offering disability insurance, fixed/indexed annuities, and life insurance products. Arden Wealth Management provides portfolio management and financial planning services primarily to individual clients. The firm employs a long-term trading approach using various analysis methods and typically implements portfolios with mutual funds, ETFs, fixed income, and annuity products.

Gillette Edmunds is the sole advisor and principal at Rockridge Money Management LLC, an independent firm based in Oakland, CA. He holds a Series 65 credential and has 16 years of industry experience, having led Rockridge Money Management since its founding in 2010. Outside of his advisory work, Edmunds is an author of fiction novels, which he writes and publishes independently. Rockridge Money Management provides discretionary asset management and individualized portfolio supervision primarily for a small number of individual clients. The firm emphasizes fundamental analysis, focusing on dividend-paying stocks and constructing diversified portfolios that may include mutual funds, equities, and special situations, with trades executed on an individual account basis.

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.

Cathy Jackson Gent is a financial advisor at Global Investment Company with over 35 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors and OZI Company. Outside of her financial advisory work, she is involved in several nonprofit and community organizations, including serving as a founding member of the Women's Chamber of Commerce and holding leadership roles with local transportation and small business advisory councils. Global Investment Company serves individual and institutional clients, including municipalities, retirement plans, and charitable organizations, providing portfolio management, financial planning, consulting, and employee benefit plan advisory services. The firm uses model allocations and third-party money managers to implement portfolios and offers a monthly newsletter with market and regulatory commentary.

Yash Patil is a CFA charterholder and registered securities representative with five years of industry experience. He is currently the sole advisor at AGenTech Equities, LLC, having previously worked at City National Rochdale and Northern Trust. AGenTech Equities provides discretionary portfolio management primarily for high-net-worth individual clients, focusing on U.S. exchange-listed equities and options strategies such as cash-secured puts and covered calls. The firm combines top-down thematic research, emphasizing secular trends like artificial intelligence, with bottom-up fundamental and technical analysis to create concentrated portfolios managed on a discretionary basis.

Jack Chang is a CFP® with 21 years of experience in financial services. He is the principal of TaiBay Wealth Management LLC, an independent firm he has led since 2021. His prior roles include positions at Woodbury Financial Services and Questar Capital Corporation. Chang is also the owner of JLC Financial Services, where he assists clients with life, long-term care, and disability insurance. TaiBay Wealth Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a mix of fundamental analysis and modern portfolio theory. The firm emphasizes a global investment approach, incorporating non-U.S. securities and various asset classes under discretionary authority.

Glen Davenport is the principal advisor at Davenport Wealth Advisors in Castro Valley, CA, with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has led his independent firm since 2015. In addition to his advisory role, he is a licensed insurance agent. Davenport Wealth Advisors serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm uses diversified, risk-based allocations with institutional mutual funds and passive ETFs, emphasizing small- and value-tilts, and typically manages client assets on a non-discretionary basis.

Huayu Tsu is the sole advisor at Huayu Tsu Investment Management in Dublin, CA, holding a Series 66 designation with 10 years of industry experience. Prior to founding his firm in 2016, he worked at Lockheed Martin. He is also the general partner of Buffalo Real Estate Investments LP, overseeing its real estate investment holdings. Huayu Tsu Investment Management serves select individuals and families, including business owners, professionals, executives, and retirees, through discretionary portfolio management focused on asset allocation using cost-efficient, value-oriented ETFs. The firm is notable for its significant non-U.S. client base and reliance on electronic custodial reporting to support cross-border servicing.

David Carroll is a financial advisor at Palisade Financial in Orinda, CA, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Palisade Financial since 2011. Palisade Financial is an independent registered investment adviser that provides discretionary portfolio management and advisory services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and typically seeks discretionary trading authority, employing a range of instruments and higher-risk trading techniques.

Frank Pare is a CFP® professional with over 32 years of industry experience. He is president of PF Wealth Management Group, LLC, where he has worked since 2006, and he also provides consulting services related to insurance needs through Ohio National Life Insurance Company. PF Wealth Management Group serves individuals, non-profit organizations, group retirement plans, and business owners seeking exit planning. The firm offers investment management, comprehensive financial planning, estate-planning support via digital platforms, and life and long-term-care insurance brokerage services.

Jun Zhu is a CFA® charterholder and the sole advisor at Crystal Investment Management, where he has worked since 2010, accumulating 16 years of industry experience. He operates a separate business selling proprietary asset allocation signals to other advisors, generated through an automated computer program. Crystal Investment Management is an independent registered investment adviser that provides financial planning and discretionary investment management to individuals, high-net-worth clients, and institutions. The firm combines fundamental and quantitative methods, employing global macro and tactical asset allocation strategies alongside a long/short statistical-arbitrage approach.

Huy Trieu is a CFP® and Series 66-registered financial advisor with 22 years of industry experience. He is the sole advisor at Key Focus Wealth LLC, where he has worked since 2020. Prior to that, he spent seven years at Bellwether Capital Management LLC. Key Focus Wealth LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm also offers ERISA plan services for qualified retirement plans, tailoring investment programs using fundamental and technical analysis along with both long- and short-term strategies.

As a Certified Financial Planner, I have worked with many clients from all walks of life in helping them with their financial journey. Many clients come to me for a more clearer picture of what their current financial journey looks like and what options they have to fulfill their financial goals as they walk through their journey. At Saaga Wealth Planning, we know that every client's journey is unique, and therefore, to better help them, we understand it takes time, dedication, and attention to details. With the understanding that not every client is looking for the same level and type of service. Saaga Wealth Planning offers tailored services to meet most any client's needs. We offer various service models from Comprehensive Financial Planning to Modular Financial Planning. Based on the client's needs, we offer one-time planning as well as ongoing planning on a retainer basis. We truly believe that comprehensive financial planning should go hand-in hand with portfolio management. Our portfolio management services include free financial planning. We focus on tax-efficient and cost friendly investments that align with our clients' risk tolerance and financial goals. We serve clients at various stages of their financial journey, from pre-retirees to retirees. If clarity and confidence is what you are looking for in your financial journey, then Saaga Wealth Planning is dedicated to helping you get there.

Sunil Chowdary Vemulapalli is a CFA charterholder based in Pleasanton, CA, with over a decade of experience in investment management across multiple firms including Sensato Investors and Trunk Road Capital. He currently manages Golkonda Investment Advisors and holds a concurrent position at Agora Indexing Technologies LLC. Golkonda Investment Advisors provides fee-only, per-engagement financial planning and non-discretionary investment advice to individual clients, including high-net-worth individuals, families, and trusts. The firm emphasizes diversified, long-term portfolios using low-cost ETFs and index funds, delivering recommendations through written reports without trading authority or ongoing portfolio monitoring.

Rishi Gosalia is the sole advisor at SF Value Capital, LLC, an independent firm based in Pleasanton, California. He holds the Series 65 designation and has seven years of industry experience. In addition to managing SF Value Capital, he has been employed at Google, Inc. since 2013. SF Value Capital provides discretionary portfolio management primarily to individuals, small businesses, trusts, estates, and IRAs, managing approximately $17.25 million across around 31 client accounts. The firm employs a concentrated, value-oriented equity investment approach focused on undervalued companies with long-term growth prospects, typically working with clients who have a ten-year or longer investment horizon.

Sylphiel Yip is a financial advisor at Uplift Investing, Inc with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Uplift Investing since 2017, following seven years at G.X.Clarke/INTL FCStone. Uplift Investing, Inc provides discretionary portfolio management and advisory services primarily to individual clients and also serves as a subadviser to other investment advisers. The firm uses a long-term trading approach with a variety of analytical methods and offers a wrap fee program that consolidates custodial, brokerage, and transaction costs into a single fee.

Michael Lickiss is a financial advisor at Pacific Wealth Advisory Services LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at firms including PKS Investments, Arkadios Wealth Advisors, and Investment Architects, Inc. Outside of his advisory role, he is a partner in The Lk Project, a local performing and recording music group, and tutors high school students in science and math. Pacific Wealth Advisory Services LLC serves individuals and high-net-worth clients with discretionary portfolio management and one-time financial analysis services. The firm manages approximately $96 million across more than 220 client relationships, employing a tactical investment approach based on fundamental, technical, and cyclical analysis.

Ravi Ganjoo is the sole advisor at RG Capital Management, LLC, an independent firm based in Danville, California. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 22 years with his current firm. RG Capital Management provides discretionary investment management primarily for individual and high-net-worth clients through diversified portfolios and a combination of fundamental and technical analysis. The firm employs both long- and short-term trades, occasionally using leverage and derivatives, and offers fee arrangements based on assets or performance.

Peter Yiu is a financial advisor with Tranquil Asset Management LLC in Foster City, CA, holding Series 63, Series 65, and Series 66 licenses and 24 years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc., UBS Financial Services, and Fidelity. Tranquil Asset Management LLC provides ongoing portfolio management primarily to high-net-worth individuals, developing written Investment Policy Statements for each client and monitoring a broad range of asset types. The firm employs multiple analysis methods and trading strategies while generally seeking discretionary authority to manage client securities and transactions.