Sunandan Clerk is a CFP®, CFA®, and Series 66-registered financial advisor with 10 years of industry experience. He is the sole advisor at Dhamma Capital, an independent advisory firm based in Walnut Creek, CA, where he has worked since 2019. Prior to founding Dhamma Capital, he held positions at Regal Investment Advisors, Consilium Wealth Management, and Wells Fargo Clearing Services. He is also a registered tax preparer with the California Tax Education Council, although he currently does not engage in tax preparation activities. Dhamma Capital manages approximately $70.8 million for a select client base that includes individuals, high-net-worth households, small businesses, and retirement plans. The firm offers discretionary and non-discretionary asset management, financial planning, and referrals to third-party money managers, using a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios to client objectives and risk tolerance.

Anthony Carr is a CFP® professional with 25 years of industry experience. He is the principal of Carr Wealth Management LLC, an independent firm he has led since 2015. Prior to that, he operated as a sole proprietor for nine years. Outside of advisory services, he works part-time as a controller for a small contractor in Pleasanton. Carr Wealth Management LLC provides discretionary investment management and financial planning primarily to individuals in or nearing retirement. The firm applies Modern Portfolio Theory to develop portfolios aligned with clients' objectives and risk tolerances and offers planning and consulting services on an hourly or fixed-fee basis.

Mario Hernandez is a CFP® with 38 years of experience in the financial services industry. He is the principal of Longevity Wealth Management LLC in Walnut Creek, CA, where he has worked since 2022. Prior to founding Longevity Wealth Management, Hernandez spent over two decades at Gemmer Asset Management LLC. He also provides access to estate planning software through an online platform separate from his advisory practice. Longevity Wealth Management offers investment management, financial planning, and access to third-party advisory programs for individuals, charitable organizations, and retirement plans. The firm primarily allocates client assets through third-party managers and turnkey platforms, providing coordinated financial planning and portfolio management with quarterly reviews.

Sanjay Misra is a CFA® charterholder and the sole advisor at Acumain Capital, LLC with one year of industry experience. Prior to founding Acumain Capital, he spent eleven years at BlackRock Inc. He also serves as a board member of Calfus Inc., a technology consulting and engineering services firm. Acumain Capital provides discretionary portfolio management focused on equity strategies for high-net-worth individuals and institutional investors. The firm employs a combination of fundamental analysis, quantitative modeling, and macroeconomic research to manage long-only and long/short equity portfolios.

Gregory Crofton is a CFP® professional with over 8 years of experience, serving as the principal and sole advisor at Adap Tax Financial, Inc. He has been with the firm since 2004 and briefly worked at Rose International in 2016. In addition to his advisory role, he is a part-time instructor at UC Berkeley Extension, teaching courses in personal finance, accounting, and tax. Adap Tax Financial, Inc. offers financial planning, discretionary investment management, and tax services to a diverse client base including individuals, families, trusts, estates, and business entities. The firm focuses on a passive, asset-allocation investment approach using low-cost index funds and ETFs, incorporating tax considerations and options strategies for clients with concentrated equity positions.

Leon Mazza is a financial advisor at Heritage Grove Wealth Management, LLC in Danville, CA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fisher Investments and Fidelity prior to his current role. Heritage Grove Wealth Management provides fee-based wealth management services primarily for high-net-worth individuals, trusts and estates, foundations, and select institutional clients. The firm constructs custom portfolios using fundamental analysis, strategic asset allocation, and tax-efficient investment selection without relying on model portfolios or third-party managers.

Daven Sharma is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Abundance Advisers in Pleasanton, CA. He holds CPA credentials and is involved in several business activities including a CPA practice, accounting and tax services, and is a board member and treasurer for the nonprofit Truekarma.org. Abundance Wealth Advisers provides discretionary asset management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, business clients, and qualified retirement plans. The firm employs an asset-allocation model based on fundamental analysis, manages portfolios for the long term with quarterly reviews, and offers specialized strategies such as the “Turtle & Hare” investment approach alongside insurance-based principal protection and pension consulting.

Andrew Fisher is the sole advisor at Southfork Investment Management, holding a Series 65 credential with experience dating back to 2013 across roles including End-to-End Analytics and his own advisory practice. He has been with Southfork Investment Management since its founding in 2024. Southfork Investment Management serves individuals, high-net-worth clients, trusts, and business entities with discretionary and non-discretionary investment management and financial planning. The firm’s approach focuses on quantitative analysis and diversified, risk-based portfolios using primarily no-load mutual funds, ETFs, individual stocks, and bonds, offering both advisory discretion and quarterly account reviews.

Robert Brown is a CFA charterholder and principal of The R.L. Brown Advisory Group, LLC, an independent advisory firm based in Pleasanton, California. He has 18 years of industry experience and has led his firm since 2007. In addition to his advisory work, he operates R.L. Brown Insurance Services, a life and health insurance business. The R.L. Brown Advisory Group provides asset management and integrated financial planning for individuals, families, trusts, estates, businesses, and organizations. The firm offers discretionary portfolio management guided by Modern Portfolio Theory and a value-oriented investment approach, serving a diverse client base that includes corporate and institutional accounts.

Ryan Dolan is the managing partner of Dolan Partners LLC in Danville, CA, holding the CFP® designation with 15 years of industry experience. He has led Dolan Partners since 2008. Outside of his advisory role, he manages administrative and operational tasks for two multifamily real estate holdings unrelated to investment advice. Dolan Partners provides financial planning, wealth management, and discretionary investment management primarily for individual and high-net-worth clients. The firm customizes portfolios using ETFs, individual securities, and mutual funds, focusing on long-term capital appreciation, risk control, and tax efficiency.

Mark Dossa is a CFP® professional with 23 years of industry experience, currently serving as the sole advisor at Fortitude Wealth Management L.L.C. He previously worked at Dw Advisors LLC Dba CCG Advisors for five years before founding his current firm in 2018. In addition to his advisory work, he is a licensed insurance agent offering fixed insurance products. Fortitude Wealth Management provides discretionary investment supervisory services and individualized portfolio management to individual and high-net-worth clients. The firm also offers comprehensive financial planning covering retirement, tax, insurance, estate, and business-planning topics.

Torr Steinhilber is a financial advisor at Munro Asset Management L.L.C. with 17 years of industry experience. He holds Series 63 and Series 65 designations. His work history includes roles at Alterity Financial Group, Naples Asset Management Company, and Munro Asset Management. Munro Asset Management L.L.C. provides advisory and consulting services to institutional and individual clients, offering portfolio management, retirement plan services, investor education, and subadvisory arrangements. The firm’s investment process involves client data gathering to build diversified portfolios combining active and passive strategies across various asset classes.

Robert Jersin is the principal of Jersin Financial Services in Danville, CA, where he has worked since 2003. He holds the CFA® designation and Series 63 license, with 15 years of industry experience. In addition to his advisory role, he serves as president of an affiliated income tax preparation business, dedicating significant time to both tax and investment services. Jersin Financial Services provides investment management and financial planning to individuals as well as pension and profit-sharing plan clients. The firm integrates income tax planning and in-house tax preparation with investment decisions to address multi-year tax effects and improve after-tax returns.

Jon Gross is a financial advisor at Orderly Finance with 23 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch from 2012 to 2020. Orderly Finance is an independent firm that offers portfolio management, financial planning, and family-office concierge services primarily for individuals and high-net-worth clients. The firm combines modern portfolio theory with fundamental, quantitative, and technical analysis to build tailored portfolios that may include a range of public and private securities, and employs performance-based fees and derivative strategies in client accounts.

Daniel Leonard is a CFP® with 14 years of experience in financial advising. He is the owner of Powering Your Retirement, an independent firm based in San Ramon, CA, where he has worked since 2021. Leonard also owns and operates Marathon Tax Planning, a tax preparation business, and holds an Enrolled Agent designation. Powering Your Retirement provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a variety of analytical methods and trading strategies while offering tailored portfolio construction and comprehensive financial plans.

Thomas Manetta is the sole advisor at Manetta Wealth, an independent firm based in San Ramon, CA. He holds Series 63 and Series 66 licenses and has 20 years of industry experience, including roles at Perigon Wealth Management and Anthem Wealth Partners. Manetta Wealth manages approximately $50 million in assets for about 45 primarily high-net-worth clients, focusing on long-term equity and fixed-income investment strategies guided by client-specific investment policy statements. The firm employs a combination of charting, fundamental and quantitative analysis, and modern portfolio theory, operating under discretionary authority with quarterly portfolio reviews.

Lincoln Edgar is the sole advisor at Edgar Investment Management LLC, an independent firm based in Danville, CA. He holds Series 63 and Series 66 designations and has 16 years of industry experience, including 17 years with his current firm. Edgar Investment Management is a fee-only registered investment adviser that manages approximately $5.93 million in discretionary accounts. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, focusing on disciplined equity investing through a proprietary screening process targeting “Stable Growth” companies and complementing stock holdings with sector and fixed-income ETFs for diversification.

I'm a CERTIFIED FINANCIAL PLANNER™ and founder of Collabria Capital, Inc., a San Ramon-based fee-only fiduciary financial planning firm serving the Bay Area and virtual clients nationwide. I started Collabria Capital because I believe financial planning should be collaborative, transparent, and centered around what truly matters — people’s lives, not just their portfolios. Over the years, I’ve met too many hardworking professionals who’ve done all the “right” things financially but still feel unsure about their future. My goal is to bring clarity and confidence to that picture. Originally from Montreal, I moved to the Bay Area in 1997 and quickly came to appreciate the unique blend of innovation, opportunity, and complexity that defines life here. Having raised three kids, I understand firsthand how financial priorities evolve — from career growth and family needs to preparing for a more flexible, fulfilling next chapter. I work primarily with mid- to late-career professionals who want straightforward, fiduciary advice on everything from stock options and deferred compensation to retirement and tax planning. My approach is simple: listen carefully, bring clarity to complexity, and help clients make decisions that align their finances with their values. For me, financial planning has always been about more than numbers ; it’s about creating the freedom to focus on what truly matters.

Gregory Gaskin is the principal advisor at Gaskin Wealth Management in Moraga, CA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led his independent firm since 2007. Outside of his advisory role, he operates a vacation rental business in Moraga. Gaskin Wealth Management provides fee-only investment advisory and portfolio management services to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm manages approximately $88.7 million across about 215 client relationships, employing a disciplined investment process that integrates relative-strength sector analysis with a systematic market-risk approach.

Suresh Donthineni is a financial advisor at Olympia Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Investment Advisors and Cetera Financial Specialists. Donthineni is also a licensed CPA and owner of an accounting firm, Davis Sharma Donthineni PC, where he provides tax and accounting services, and he serves as a licensed health insurance agent. Olympia Wealth Management is an independent registered investment adviser managing approximately $18.5 million for a small client base that includes individual investors, high-net-worth clients, trusts, and business entities. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a range of investment methods tailored to client goals and risk tolerance, and provides ERISA consulting and fiduciary services for qualified plans.