Claudia Fitch is the principal of Fitch Financial Advisors LLC in San Francisco, where she has provided financial advisory services for 23 years. She holds the CFP® designation and Series 63 license. In addition to her advisory work, she manages a tax preparation and representation business. Fitch Financial Advisors LLC offers financial planning, investment planning, and portfolio management services alongside tax preparation and representation for individuals and related entities. The firm provides both finite financial planning projects and ongoing engagements, employing an active, medium-to-long-term investment approach primarily using managed vehicles such as mutual funds and ETFs.

Jeffrey Milewski is a financial advisor with Moat Capital and holds a Series 65 designation. He has one year of industry experience and has held prior roles including CEO of Stable Coin Inc. and instructor at Creighton University’s Heider College of Business. He currently teaches online courses and leads operations at a financial technology company focused on stablecoin development. Moat Capital is a state-registered investment adviser providing discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses fundamental analysis with a long-term investment approach, primarily employing exchange-traded funds alongside individual securities, options, and cash positions to align portfolios with client objectives and risk tolerances.

Kimun Lee is the sole advisor at Lee, Kimun with six years of industry experience. He has extensive prior experience dating back to 1980 under the business name Resources Consolidated. Lee serves as a director or trustee on multiple investment fund boards, including Firsthand Technology Value Fund and FundX Investment Trust. Lee, Kimun is an independent firm providing discretionary portfolio management to approximately 55 clients with about $38 million in assets under management. The firm employs a fundamental analysis investment process with discretionary authority over trading and broker selection, offering a broad range of investment instruments and accommodating a variety of client types.

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.

Kathleen Hentges is the principal and managing member of Applied Advisor, an independent firm based in San Francisco. She holds the CFP® designation and Series 65 license, with 22 years of industry experience. Since 2009, she has operated Applied Advisor, providing financial planning and tax preparation services. In addition to advisory work, Ms. Hentges offers tax preparation services as a registered tax preparer. Applied Advisor provides fee-only, project-based financial planning and tax preparation to individuals and families with invested assets up to $5 million. The firm serves primarily pre-retired, salaried professionals and employs a buy-and-hold investment approach using no-load mutual funds and ETFs, delivering advice on an hourly or project basis without ongoing portfolio management or AUM fees.

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.

Thomas Lloyd Butler is the sole advisor at TL-B Capital Management in San Francisco, CA, holding a Series 65 designation with one year of industry experience. He has been associated with Grand Jean Capital since 2010 and currently serves as its Vice-President. TL-B Capital Management is an independent registered investment adviser providing discretionary portfolio management and ongoing monitoring to individuals, high-net-worth clients, and charitable organizations. The firm employs cyclical, fundamental, and technical analysis across long- and short-term strategies, focusing on mutual funds, equities, and ETFs, and prepares customized Investment Policy Statements for each client.

Kevin Cheeks is a CERTIFIED FINANCIAL PLANNER™ professional specializing in equity compensation, tax-efficient financial planning, direct indexing and socially conscious investing. With close to two decades of experience in wealth management, Kevin has worked at several of the largest financial services firms such as Bank of America, Wells Fargo and Charles Schwab. While at Schwab, Kevin was responsible for advising stock plan participants at some of the largest tech companies in the San Francisco Bay Area, such as Apple, Facebook (Meta), Google (Alphabet), Twitter, Uber, and many others. In 2020 Kevin joined forces with several colleagues to help launch ECHO45, a boutique Registered Investment Advisor (RIA), where he served as the firm’s Chief Compliance Officer and Director of Planning Services, in addition to continuing to serve as a Financial Advisor to his own book of clients. 2020 proved to be not only an interesting time to launch a new firm, but also a historically important period in our country and around the world. After 2 years of helping to build and grow ECHO45, Kevin felt a calling to be doing something more. Having been brought up in a home with parents who served in the Peace Core, participated in the civil rights demonstrations in the 1960’s and were active in grassroots political campaigns, Kevin felt it was time to align his work with his ethos. “ImpactFI was born from the idea of creating a platform where investors can make a difference in the world around them while simultaneously accomplishing their own financial goals. Making money and making an impact don’t have to be mutually exclusive.” In April of 2022, ImpactFI opened its virtual doors for business. When he’s not helping clients accomplish their financial and altruistic goals, Kevin and his partner, Sejal, enjoy taking advantage of life in the Bay Area with their dog, Nullah. An avid traveler and board sport enthusiast, from snowboarding in Canada to surfing in Sri Lanka, Kevin has visited 24 countries so far and looks forward to growing that list even longer. He’s also a self-proclaimed points and miles nerd. In 2019, he had the great fortune of being able to go on a surf and yoga themed sabbatical, during which he flew around the world, visiting 7 countries along the way, flying entirely in business class and almost entirely on points and miles! Read Kevin's blog here: https://impact-fi.com/blog

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.

William Ramsdell is the principal advisor at Ramsdell Capital Management, LLC in San Francisco, holding the ChFC® designation and Series 63 license with nine years of industry experience. He has been involved with Ramsdell Capital Management since 1999 and has operated the Ramsdell Group since 1990. Outside of his advisory work, he also owns and operates Ramsdell Insurance Solutions, an insurance sales and service business separate from his investment activities. Ramsdell Capital Management provides discretionary and non-discretionary portfolio management and asset allocation advice to individuals, trusts, corporate entities, and pension plans. The firm emphasizes a top-down fundamental analysis with tactical trading at the margins, primarily utilizing ETF-heavy portfolios and offering limited insurance brokerage through an affiliated business.

Orm Limpisvasti is the sole advisor at Alpha Rush, LLC, an independent registered investment adviser based in San Mateo, CA. He holds a Series 66 designation and has 17 years of industry experience, including 10 years at C.M. Bidwell & Associates prior to founding Alpha Rush in 2010. Alpha Rush, LLC provides portfolio management services to individuals and corporations, with a proprietary investment process that integrates macroeconomic, fundamental, and technical analysis. The firm primarily serves corporate accounts, including plan-type relationships, and operates on a fee-only basis without participating in wrap fee programs.

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.

Harry Oxley is the sole advisor at Double Bay Management & Planning in San Francisco, holding the CFA® designation along with Series 63 and 65 licenses. He has 14 years of industry experience and has been with Double Bay Management & Planning since 1998. Double Bay Management & Planning is a fee-only advisory firm serving individuals, trusts, estates, charitable organizations, small businesses, and pension or profit-sharing plans. The firm focuses on comprehensive financial planning and pension consulting, with investment strategies guided by asset allocation and client-specific objectives, primarily utilizing low-cost mutual funds and ETFs. Its notable concentration on retirement and plan advisory work includes pension consulting services and management of pooled vehicles and private fund interests.

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.

Charles Malsbury is a CFP® professional with 13 years of experience in financial advising. He has been with ThinkPlanSave, LLC since 2016, where he is the sole advisor. ThinkPlanSave provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm focuses on passive, index-based portfolio construction and typically acts as a co-advisor with GeoWealth Management, emphasizing tailored model allocations based on client objectives and risk tolerance.

Samundra Timilsina is a financial advisor with C Suite Investment LLC in San Francisco, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing Services, LLC and Personal Adviser Inc. Timilsina serves as the managing member and Chief Compliance Officer of C Suite Investment LLC and also works as an insurance agent. C Suite Investment LLC is an independent registered investment adviser serving individual and high-net-worth clients. The firm provides financial planning, consulting, and portfolio management services, specializing in non-discretionary management and advising on held-away retirement assets such as 401(k) accounts and HSAs.

Allen Latta is a CFA® charterholder with 14 years of industry experience. He is the managing director of Campton Private Equity Advisors in San Francisco and serves as an independent contractor attorney for Futterman, Dupree, Dodd, Croley, Maier LLP. Latta has prior experience at LightPath Capital Inc and has been with Campton Private Equity Advisors since 2006. Campton Private Equity Advisors provides non-discretionary private equity advisory services to high net worth individuals, family offices, and institutional clients. The firm focuses on customized private equity programs and offers education and consulting services to other financial and professional organizations.

Christine Remedios is a CFP® professional with 10 years of experience in financial planning. She has been the sole advisor at Remedios Financial Planning since 2015, operating an independent, fee-only practice in San Francisco, CA. Remedios Financial Planning offers hourly and project-based financial planning and investment consultation to individual clients. The firm emphasizes fundamental analysis and long-term, buy-and-hold investment strategies, providing non-discretionary recommendations without managing assets directly, and conducts public educational workshops including topics on socially responsible investing.

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.