Alvaro Illan Fernandez is a CFP® professional with five years of industry experience. He is the sole advisor at TrigoFi, an independent firm based in Emeryville, CA. Prior to founding TrigoFi, he worked at A&M Investment Management LLC for five years and took a two-year career break. He also provides non-investment-related consulting services to FTI Consulting, focusing on financial fraud expert reports and supply chain risk mitigation. Trigofi offers integrated wealth management to a very small client base, combining investment management and financial planning into a single service. The firm emphasizes strategic asset allocation and passive, index-based portfolios tailored through bespoke Investment Policies, primarily using low-cost ETFs with a long-term, low-turnover approach.

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.

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.

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. 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.

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.

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.

Jack Chang is a CFP® professional with 20 years of industry experience. He is the owner of TaiBay Wealth Management LLC, where he has worked since 2021, and previously held roles at Woodbury Financial Services, Inc. and Questar Capital Corporation. In addition to his advisory work, he owns JLC Financial Services, assisting clients with life, long-term care, and disability insurance for estate and protection planning. TaiBay Wealth Management LLC provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs fundamental analysis and modern portfolio theory in managing diversified portfolios and serves a significant non-U.S. client base.

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.

Robert Dawson is a financial advisor with Dawson Investment Management in Walnut Creek, CA, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at LPL Financial and Ameriprise Financial Services. Dawson Investment Management provides investment advisory and wealth management services to individual and high-net-worth clients, focusing on customized, primarily long-term strategies implemented on a discretionary basis. The firm offers a range of portfolio options including mutual funds, ETFs, individual securities, and unit investment trusts, and features a wrap fee program that combines transaction, custody, and administrative costs into its asset-based advisory fee.

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.

I specialize in growing families that work in the medical and technology industries. My wife has worked as a physician since 2013, so I'm familiar with the challenges that those in the industry face. Geographically, we are located in the Bay Area, so my practice has naturally become split between medical professionals as well as those working at tech companies, with a significant portion coming from Google.

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.

Patrick O'Brien is the sole advisor at Jackson Peak Capital LLC in Lafayette, CA, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Serent Capital and JP Morgan Securities LLC. Jackson Peak Capital LLC provides discretionary portfolio management to individuals, high-net-worth clients, and select institutional clients. The firm employs a comprehensive investment process that includes fundamental, cyclical, quantitative, and technical analysis, managing accounts on a discretionary basis in accordance with client-specific Investment Policy Statements.

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.