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.

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.

Michael Starr is the sole advisor at Stellar Financial Planning in Fremont, CA, with 31 years at the firm and one year of industry experience listed. He has been involved in theatrical entertainment since 1977. Stellar Financial Planning is an independent, fee-only firm serving individual and high-net-worth clients, managing approximately $10.37 million in discretionary assets. The firm combines bottom-up and top-down security selection with a contrarian/value approach, emphasizes client education, and maintains a small, concentrated client base.

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.

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.

James Cowan is the sole advisor at Cowan Capital, an independent firm based in Foster City, CA. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including 18 years at Fisher Investments prior to founding Cowan Capital in 2023. Cowan Capital Advisors provides discretionary portfolio management and separate financial planning services to individuals, high-net-worth clients, non-profits, and small businesses. The firm focuses on diversified portfolios tailored to client needs, with a specialization in managing concentrated equity positions from employee stock compensation and a selective use of derivatives for defensive purposes.

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.

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.

Dana Soltani is a Series 65-credentialed financial advisor based in Orinda, CA, with seven years of industry experience. She is the principal of Outflyers LLC, an independent firm she founded in 2019. In addition to her advisory work, Dana holds a Senior Director of Product position at Ellie Mae Inc., a technology company. Outflyers LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm combines portfolio management with hourly financial planning and publishes educational materials for the public, tailoring investment strategies to client goals using fundamental and cyclical analysis.

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.

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.

Minyi Chen is a CFA® charterholder and the sole advisor at Qubed Capital, LLC, an independent investment advisory firm based in Oakland, CA. Chen has 11 years of industry experience, including 12 years at Qubed Capital. He also serves as a portfolio strategist and consultant for AdvisorShares Investments, LLC, contributing to the AdvisorShares Insiders Advantage ETF (Ticker: SURE). Qubed Capital primarily serves individual clients by managing discretionary portfolios, preparing Investment Policy Statements, and providing ongoing monitoring. The firm employs a multifaceted investment approach that combines fundamental, technical, cyclical, and quantitative analysis, including a proprietary algorithmic model, across equities, ETFs, futures, and commodities.

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.

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.

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.

Christian Batchelder is the sole advisor at Christian Curry Batchelder, CFP, an independent advisory firm based in Oakland, CA. He holds the CFP® designation and has 32 years of industry experience, having operated his practice since 1987. The firm provides comprehensive financial planning and discretionary portfolio management for private investors, families, personal trusts, and estates. It employs a proprietary discovery and planning process that integrates financial analysis with clients’ attitudes toward money and legacy, managing portfolios on a discretionary basis with mutual funds and third-party managers.