Yen Trac is a financial advisor at Northern California Fiduciary Advisors, LLC with one year of industry experience. She holds a Series 65 designation and also practices law at Fisherkong Law. Outside of her advisory and legal work, she is a one-third owner of Modern Payments Consulting, LLC, a company that provides consulting services related to payment strategies for businesses. Northern California Fiduciary Advisors offers investment portfolio management, comprehensive financial planning, and consultative services to individuals, non-profits, corporations, and businesses. The firm employs a diversified investment approach based on Modern Portfolio Theory and fundamental analysis, serving clients with tailored strategies aligned to their 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.

Glenn Tom is a financial advisor at Personal Best Financial LLC in Oakland, CA, with three years of industry experience. He holds a Series 65 designation and previously worked at NCR Corporation for six years. Personal Best Financial LLC is an independent, fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and corporate clients. The firm focuses on technology and medical professionals as well as business owners, employing an investment approach based on Modern Portfolio Theory that combines passive and active strategies with options for ESG customization.

Gaurav Kumar is a financial advisor at Tilden Path Capital LLC, holding a Series 65 designation with four years of industry experience. Prior to his current role, he worked at firms including SquareSpace, Veza, MongoDB, Google LLC, Amazon Web Services, and GoPro. Tilden Path Capital LLC is an independent investment adviser that provides discretionary portfolio management to individual and high-net-worth clients through separately managed accounts and a private pooled investment vehicle. The firm’s strategies focus on technology‑oriented small‑ and mid‑cap equities, employing bottom-up fundamental research and incorporating limited options strategies, with performance-based fee arrangements available for qualified clients.

In 2009 I founded Game Theory Academy, a nonprofit that teaches financial skills to teenagers through the lens of strategic decision-making. My favorite part of that work has been guiding young people to set their own goals outside of what their grownups want for them and then align their day-to-day decisions with those goals. I bring that same strategic curiosity to financial planning for you. Prior to Game Theory Academy, I was CFO of a news media organization. I hold an MBA from Yale and a BA in Political Science from UC Berkeley. I am a CFP® professional, and a member of the XY Planning Network and National Association of Personal Financial Advisors. I have a lifelong interest in economics and am excited to work with you to do the heavy lifting of financial planning so you can focus on what you love to do. When I’m not creating financial plans, I’m the mother of a child with avid and ever-changing interests. I love to play guitar and sing bluegrass, roots, and old-time music, with a pop twist.

Michael Beardsley is an investment advisor with Internet Securities in Oakland, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Internet Securities since 1998 and at Rainmaker Securities, LLC since 2013. Outside of his advisory role, he manages the RIA division at Internet Securities. Internet Securities Technology Fund advises accredited individual and institutional investors by creating and managing series LLCs and special purpose vehicles focused on late-stage, privately held technology companies. The firm emphasizes equity research and industry analysis within targeted technology segments, structuring each series LLC to hold a single company with tailored compensation and governance terms.

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.

Mark Bourguignon is the sole advisor at Proprietor Wealth Management Inc. in Larkspur, CA. He holds a Series 65 designation and has nine years of industry experience, having led Proprietor Wealth Management since 2015. Proprietor Wealth Management provides discretionary investment management and financial planning to individuals, trusts, estates, and occasionally institutional investors, with a focus on high-net-worth clients. The firm employs an evidence-based, long-term investment approach grounded in Modern Portfolio Theory, offering globally diversified portfolios with factor tilts and tax-efficient rebalancing, along with access to institutional share classes and private fund opportunities.

Daryoosh Khalilollahi is a CFP®-certified financial advisor with 18 years of industry experience. He is the principal of DABK Financial Planning Services, an independent firm he has operated since 1998. Outside of financial planning, he works full-time as a Principal Verification Engineer at Axonne Inc., specializing in integrated circuit design verification. DABK Financial Planning Services offers fee-only, non-discretionary financial planning and investment advice, primarily serving clients through hourly or flat-fee engagements. The firm’s client base includes individuals as well as various institutional and organizational entities, with a focus on research-based recommendations that avoid high-frequency trading and do not involve custody or discretionary authority.

Joseph Aldridge is the sole advisor at JLA Investment Management in Oakland, CA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has led JLA Investment Management since 2014. Outside of his advisory work, he is involved in retail by selling antiques and collectibles, including vintage Hawaiian shirts. JLA Investment Management provides discretionary portfolio management and financial consulting to a limited client base consisting of individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes customized portfolio allocations using stocks, bonds, ETFs, mutual funds, and non-speculative options, avoiding margin, cryptocurrencies, and penny stocks.

Samuel Olesky is the principal advisor at Olesky Capital Management, LLC, an independent firm based in Mill Valley, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. In addition to his advisory role, he has been a faculty member at the University of California, Berkeley since 2003. Olesky Capital Management provides discretionary investment management focused on global strategic asset allocation for high-net-worth individuals, retirement plans, trusts, and investment partnerships. The firm employs a long-term, low-volatility approach using primarily ETFs and maintains a small client base with customized portfolio management and regular performance reviews.

Marc Lieberman is a CFA® charterholder with 18 years of industry experience. He has been the principal advisor at Shorepine Wealth Management, LLC since 2017 and previously worked at Ashfield Capital Partners, LLC for 10 years. Shorepine Wealth Management serves high-net-worth individuals, trusts, foundations, endowments, and corporate clients by providing individualized investment portfolio management and financial planning. The firm employs an actively managed core portfolio strategy focused on mid-to-large cap U.S. equities supplemented by mutual funds, ETFs, bonds, and cash, using fundamental and technical analysis, and offers unique services including a private-placement real estate fund sponsorship and an educational seminar series titled "Wealth Creation Today."

Sarah Green is a financial advisor at Farm Girl Capital LLC in Albany, CA, holding the CFP® designation with 17 years of industry experience. She previously worked at North Berkeley Investment Partners and Transformative Wealth Management LLC. Green serves as a board member at Healing Tide, a nonprofit focused on eco-wellness and sustainable travel. Farm Girl Capital provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored retirement plans. The firm employs a primarily long-term investment approach using fundamental and technical analysis and offers specialized retirement-plan services, including ERISA fiduciary oversight and participant education.

Rosario Chacon is a CFP® professional with eight years of experience in financial advising and currently operates as the sole advisor at Wealth-Source Financial in Oakland, CA. Prior to establishing Wealth-Source Financial, she worked at Mission Economic Development Agency and Personal Financial Consultants. In addition to her advisory role, she works seasonally as a tax preparer. Wealth-Source Financial is an independent registered investment adviser serving individual clients with tailored portfolio management and comprehensive financial planning services. The firm emphasizes long-term asset allocation and passive management with index funds and ETFs, and it also offers public education through courses and seminars, alongside one-on-one advisory work.

Steven Sherman is the sole advisor at Steven William Sherman, an independent firm based in San Rafael, CA. He holds a Series 65 designation and has 13 years of industry experience. Sherman has operated his own advisory practice since 2005. The firm provides discretionary portfolio management for individual and IRA accounts, managing a focused book of approximately 25 clients with $5–6 million in assets. Its investment approach combines fundamental and technical analysis, emphasizing ultra-diversified portfolios primarily using exchange-traded funds and closed-end funds, along with active trade-timing decisions uncommon among independent advisers.

Monroe Wealth Management is a financial planning firm that specializes with tech employees and business owners. Services include: IPO Event Planning (Pre and Post IPO) Public and Private Equity Compensation ISO, NSO, RSU, RSA, ESPP, etc. Concentrated Stock Strategies Cash Flow Optimization Real Estate Investing Tax Mitigation Strategies Retirement Planning College and Education Planning Family Planning Philanthropy Behavioral Finance and Financial Wellness Coaching Investment Management

Robert Margetic is a financial advisor at Redwood Financial Advisors, Inc. in San Rafael, CA, with 28 years of industry experience. He holds the Series 63 designation and has worked with multiple affiliated firms since 1987. Outside of his advisory role, he serves as president of WealthNet Charitable Gift Fund, a nonprofit organization that manages donor-advised accounts, and is involved in the administration of charitable remainder trusts through Redwood Financial Group, Inc. Redwood Financial Advisors, Inc. offers portfolio management, comprehensive financial and retirement planning, philanthropic planning, and financial consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and professional advisors. The firm develops tailored strategies using a combination of fundamental, technical, and market-timing analysis and provides both discretionary and non-discretionary management.