Kenneth Winn is a financial advisor with Dunhill & Company, LLC in San Francisco, CA, holding Series 65 and Series 66 licenses and 21 years of industry experience. He has worked at Emerson Equity LLC, US Capital Global Securities, and Laidlaw and Company before his current role at Dunhill & Company. Dunhill & Company is an independent registered investment adviser that offers discretionary portfolio management, financial planning, and consulting for individuals, high-net-worth clients, corporations, and businesses. The firm uses tailored model portfolios and third-party managers, employing fundamental and technical analysis alongside modern portfolio theory, with an investment approach that includes alternative assets and real estate-related services.

Malcolm Greenhill is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Sterling Futures since 2006. He is also the principal and 100% owner of Sterling Futures Insurance & Financial Services, where he dedicates part of his time to insurance sales. Sterling Futures advises individuals, pension plans, and corporate clients, offering portfolio supervision, financial and retirement planning, estate planning, employee benefits consulting, and pension consulting. The firm combines third-party model allocations with direct selection of securities and employs automated quarterly rebalancing, with most client assets custodied and traded through SEI.

Monib Khademi is the principal of Cypress Praxis, LLC, an independent advisory firm located in San Rafael, CA. He holds a Series 65 credential and has 14 years of industry experience. Khademi has been with Cypress Praxis since its founding in 1992. He also has a history of long-term pro bono service on nonprofit and education boards. Cypress Praxis serves a selective group of primarily high-net-worth individuals and families, providing discretionary portfolio management, financial consulting, and education. The firm employs a proprietary Strategic Portfolio Design™ process that focuses on asset allocation, tax-managed indexing, and investor behavior coaching while offering virtual family-office capabilities for large households.

Aaron Hattenbach is a CFP® certified financial advisor with 13 years of industry experience. He is the principal at Rapport Financial, LLC, an independent firm he has led since 2016. Prior to founding Rapport Financial, he worked at Emerson Equity LLC, Bank of America, and Merrill. He is also licensed as an insurance agent with Synchronize to assist clients with life, disability, and long-term insurance planning. Rapport Financial provides comprehensive financial planning and wealth management services to individuals, families, trusts, charitable organizations, and retirement and pension plans, with a particular focus on doctors and business owners. The firm combines passive and fundamental portfolio management within a modern-portfolio framework and offers access to private alternative investments and institutional plan consulting.

Renee Conrady is a financial advisor at Wasi with 22 years of industry experience. She holds the Series 65 designation and has been affiliated with Western Annuity Services, Inc. since 2000. Western Annuity Services, Inc. provides investment advisory and asset management services primarily to individuals with retirement accounts, including employees of not-for-profit organizations and self-employed persons. The firm focuses on constructing diversified portfolios of mutual funds and ETFs using a long-term buy-and-hold strategy combined with fundamental, technical, and cyclical analysis.

John Girton is the sole advisor at Girton Capital Management, Inc. in Larkspur, CA, holding the CFA® designation and Series 63 license with 27 years of industry experience. He has led Girton Capital Management since its founding in 1998. Girton Capital Management provides individualized portfolio management and periodic hourly consultations for individuals, trusts, retirement accounts, corporations, foundations, and pension and profit-sharing plans. The firm employs a research-driven investment approach focused on fundamental analysis, emphasizing socially responsible investment themes, and manages diversified portfolios with a growth-at-a-reasonable-price orientation.

Akram Omari is a CPA and investment advisor based in San Francisco, with over 7 years of industry experience. He has owned and operated Akram M. Omari CPA, an accounting firm, since 1975. Akram M. Omari CPA provides investment management and tax planning services primarily to its accounting and tax clients, including individuals, IRA owners, and pension plan investors. The firm follows a long-term, diversified investment approach utilizing no-load mutual funds, ETFs, and select individual equities, managing approximately $85–87 million in client assets as of March 2025.

John Vreeland is a CFP® with 22 years of experience in the financial advisory industry. He is the sole advisor at Fairlead Financial Advisors, LLC, an independent firm he has been with since 2004. Fairlead Financial Advisors provides discretionary portfolio management along with financial, estate, and business planning services to individuals, trusts, charitable organizations, foundations, and closely held entities. The firm manages approximately $95 million using mutual funds, ETFs, and individual securities, applying institutional-style manager due diligence and offering specialized services for charitable clients.

Gary Hooker is a financial advisor with Diversified Planning Concepts, Inc. in Corte Madera, CA. He holds the ChFC® designation and Series 63 license and has 42 years of industry experience. He has been with Diversified Planning Concepts since 1985 and owns the registered investment advisory firm. Diversified Planning Concepts provides estate and financial advisory services to individuals, couples, and certain pension plans, trusts, and estates. The firm employs broadly diversified investment programs with an emphasis on capital preservation and inflation risk management, serving primarily high-net-worth clients, salaried executives, small business owners, and retirees.

Roman Polnar is a financial advisor at Pillar6 Advisors, LLC in San Francisco, CA, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pillar6 Advisors since 2010. Additionally, he is a licensed insurance agent in California. Pillar6 Advisors provides portfolio management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm employs both fundamental and technical analysis, offering tailored investment strategies and regular portfolio monitoring on a discretionary or non-discretionary basis.

Matthew Shelton is the principal advisor at Shelton Financial Advisors, LLC, an independent firm based in Mill Valley, CA. He holds a Series 63 designation and has 25 years of experience in the financial industry, operating his own advisory business since 2000. Shelton has led Shelton Financial Advisors since its founding in 2001. Shelton Financial Advisors, LLC provides discretionary portfolio management and investment advice primarily to high-net-worth individuals. The firm employs a globally diversified, buy-and-hold investment approach across equities and fixed income, tailoring allocations based on each client’s risk tolerance, age, and net worth.

Wenjing He is a financial advisor at Wen Capital Advisory Group, Inc. with 17 years of industry experience. She holds a Series 66 designation and has led her independent firm since 2012. Outside of advisory services, she is also a licensed insurance agent. Wen Capital Advisory Group serves individuals, high-net-worth clients, charities, corporations, and pension or profit-sharing plans by providing financial planning and portfolio management. The firm emphasizes customized asset allocation and fundamental analysis, offering both direct management and co-adviser arrangements, and incorporates nontraditional investments and insurance products in its client programs.

Farzad Khoshnoodi is a financial advisor at Stryker Financial with 21 years of industry experience and holds a Series 66 designation. His career includes over two decades working with various insurance carriers alongside his roles at Stryker Financial. In addition to advisory work, he sells health insurance products for multiple companies. Stryker Financial offers portfolio management services to individuals, high-net-worth clients, and employer-sponsored retirement plans, including 401(k) and 529 college savings accounts. The firm focuses on fundamental analysis and long-term planning tailored to client risk tolerance, providing both discretionary and non-discretionary management with regular communication and annual reviews.

Joe Caldwell is a CFA® charterholder with 24 years of industry experience. He has been the principal advisor at The Investment and Philanthropy Corporation in Sausalito, CA since 2001. The Investment and Philanthropy Corporation provides investment supervisory and portfolio management services to individuals, high-net-worth clients, charitable institutions, profit-sharing plans, private foundations, endowments, and trusts. The firm uses a broadly diversified strategy focused on exchange-traded funds and individual stocks, supported by a proprietary statistical model called the PentaMarket, and emphasizes tailored allocations and limited trading to manage costs and tax effects.

Stacy Daher is a financial advisor at Tiburon Financial Advisors, Inc. with seven years of industry experience. She holds a Series 65 designation and has served as Associate Vice President for Finance & Treasury at the University of San Francisco since 2002. Tiburon Financial Advisors is an independent advisory firm serving high-net-worth individuals and nonprofit organizations with integrated financial planning, investment advisory services, tax return preparation, and family office support. The firm employs a strategic asset allocation process combining passive and active management and offers both discretionary and non-discretionary portfolio management.

Edward Chin is the sole advisor at Rising Capital Inc. in Mill Valley, CA, holding a Series 63 designation with 23 years of industry experience. He has been with Rising Capital since 1998. Rising Capital provides discretionary investment management and financial planning services to high-net-worth individuals and institutional clients, using a primarily long-term investment approach supplemented by fundamental, technical, and cyclical analysis. The firm manages portfolios with ongoing personal client contact and periodic reviews, and participates on an institutional custody platform to access advanced technology and services.

Theodore Broomfield is the principal of Broomfield Advisory & Management in San Francisco, holding a Series 65 designation with two years of industry experience. He has worked at Urchin Capital Partners, LLC since 2007 and Robert Half International since 2005. In addition to his advisory role, he operates a solo law firm specializing in real estate, tax, and business law. Broomfield Advisory & Management provides investment advisory and management services primarily to high-net-worth individuals. The firm’s approach integrates national and global macroeconomic analysis with fundamental and technical evaluation of securities, offering both discretionary and non-discretionary services tailored to client risk tolerance and financial needs.

Fiat Lux Financial Planning's core values are rooted in the belief that financial planning should be accessible to everyone, regardless of their wealth or stage in life. We aim to listen closely, clarify complex topics, and increase clients' confidence in their financial decisions. Our founder, Kate Wilusz embarked on her financial planning career in 2004. Over the course of two decades, she established a highly regarded financial advisory firm and emerged as a prominent figure in the Bay Area financial planning community. In 2024, driven by the desire to extend high-quality financial planning services to a broader audience, Kate founded Fiat Lux. Kate's financial planning expertise includes retirement planning, insurance analysis, employee benefits, tax strategies, education planning, and estate planning. She also possesses extensive knowledge in equity compensation, executive compensation, investment real estate, liquidity events and small business topics. Kate is currently pursuing a master’s degree in advanced financial planning as part of her commitment to being a lifelong learner. She participates in national and local financial planning communities and actively contributes her expertise through pro bono initiatives. Beyond her work, Kate enjoys exploring redwood forests and coastal trails, traveling the globe, and adventures in her 1972 VW bus.

Whitney Johnson is the principal of Baseline Investments, LLC in San Francisco, holding a Series 65 designation with eight years of industry experience. She has served in advisory roles at Greenwood Wealth Management, LLC and NPB Financial Group, LLC. Outside of her advisory work, she is a managing member of AEIOH, LLC, a noninvestment-related real estate business. Baseline Investments, LLC provides discretionary portfolio management and financial planning primarily for individual and business clients. The firm employs a range of investment strategies, including fundamental and technical analysis and options trading, under discretionary authority.

William Promes Jr. is a financial advisor at Austin Creek Capital, LLC in Mill Valley, CA, holding a Series 65 designation with five years of industry experience. He worked at Charles Schwab and Co., Inc. for 19 years before founding Austin Creek Capital, where he has been advising clients since 2019. Austin Creek Capital provides investment management and financial planning to individuals, high-net-worth clients, and businesses. The firm uses a Modern Portfolio Theory-based approach, primarily employing passive investment strategies to build diversified portfolios tailored to client objectives and risk tolerance, and it offers integrated planning services including business planning and employee benefits optimization.