Lucus Ubaldo is a financial advisor with Envest Advisors, LLC in San Mateo, CA. Holding a Series 65 designation, he has one year of industry experience and has previously worked with The Valoram Group LLC. He was a full-time student for eight years prior to beginning his advisory career. Envest Advisors, LLC provides discretionary asset management and financial planning services primarily to individual clients, tailoring portfolios based on clients’ goals, time horizons, and risk tolerance. The firm employs a variety of outsourced managers and platforms while maintaining a small advisory team.

Practicing financial planning since 2008, I came to this profession out of a desire to help others and work in a meaningful profession where I impact lives positively. A graduate of Smith College, I worked in consulting and marketing earlier in my career, which brings a broad perspective to my clients' financial lives. As a partner at Tamarind Financial Planning, I focus on George Kinder's Life Planning techniques, delving deeper into what clients want to get out of their time on this earth so we can direct their finances towards that end. Having lived in France, India, and the UK, I specialize in helping those with cross-border situations navigate complex financial journeys. I love the outdoors, yoga, Pilates, reading, and meditation. Married to an academic working in Climate Finance involves inevitable travel, and with our two children now pursuing studies and work, we are embracing life as fresh empty nesters! I welcome the opportunity to hear your story and help you plan your future.

Johanna King is a financial advisor at King Wealth Advisors, LLC in San Mateo, CA, holding a Series 65 designation with seven years of industry experience. She has worked at King Wealth Advisors since 2018 and previously was employed at Netsuite, Inc. from 2015 to 2018. King Wealth Advisors is a small independent firm serving individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes discretionary investment management focused on mutual funds and ETFs, using a selection process based on momentum, value factors, and economic conditions, and offers flexible portfolio strategies including Growth, Growth & Income, and Fixed Income approaches.

Jacob Levy is a CFP® with three years of industry experience, currently serving as an advisor at Conquis Financial LLC since 2024. His prior roles include positions at Foreside Funds Distributors LLC, Matthews International Capital Management, LLC, The Burgiss Group LLC, Caissa LLC, and Tiedemann Advisors LLC. Outside of his advisory work, Levy is the president of Eastbayshore Eruv Corporation, a religious nonprofit organization. Conquis Financial LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm integrates passive and active strategies with tax-aware portfolio management, employing diversification and Modern Portfolio Theory principles to tailor investments to client objectives and risk tolerance.

Kyla Sy Cip is a financial advisor with Griffin Black, LLC, holding a Series 65 designation and currently in the early stages of her career. She has experience working at Griffin Black since 2023 and previously held roles at the University of California, Riverside, and Western Pacific Wealth Management. Griffin Black, LLC is a team of four advisors managing approximately $271 million in discretionary assets, serving executives, professionals, entrepreneurs, retirees, and small-business owners, with particular expertise in Silicon Valley tech and bio-tech sectors and clients with cross-border family or business interests. The firm offers Holistic Wealth Management, investment management, and ongoing financial planning tailored to client goals, risk tolerance, and cash-flow needs.

Ryan Mc Carthy is a CFP® professional with six years of experience at McCarthy Asset Management, Inc. and Stephen P. McCarthy, CPA. He previously worked for three years at PricewaterhouseCoopers, LP and spent a year at the University of Southern California. McCarthy Asset Management, Inc. serves individual investors, trusts, small businesses, and pension plans, managing approximately $422.4 million on a discretionary basis. The firm emphasizes long-term, diversified portfolios across multiple asset classes and integrates tax preparation and planning services as part of its offering.

Min Kim is a financial advisor at Twin Lakes Capital with Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Twin Lakes Capital Management, LLC since 2005 and previously worked at First Allied Securities, Inc. from 2000 to 2006. Twin Lakes Capital primarily serves individual and family clients, including high-net-worth households, managing approximately $314.7 million in discretionary assets. The firm employs a long-term, value-driven investment approach that integrates top-down macro and bottom-up fundamental analysis, offering portfolio management and comprehensive financial planning with access to private funds for qualified clients.

Ronan Gaudario is a financial advisor with Luna Capital Management, LLC in Burlingame, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Luna Capital since 2017 and was previously with VOYA Financial Advisors. Outside of advising, he is a licensed real estate agent and an independent insurance agent. Luna Capital Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing techniques such as asset allocation and options strategies, while also providing estate-planning coordination and ongoing suitability reviews.

Karen Goodfriend is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. She has been with WealthValues, LLC (formerly KK Wealth Advisors, LLC) since 2006. WealthValues serves individual and high-net-worth clients by providing portfolio management, financial planning, and consultative wealth management services. The firm employs a diversified, tax-aware investment approach, combining active and passive strategies, and manages client accounts primarily on a discretionary basis.

Derek Hobbs is a financial advisor at Evart, Young & Hobbs Investment Management with 22 years of industry experience. He holds the Series 65 designation and has been with the firm since 1998. Evart, Young & Hobbs Investment Management provides discretionary portfolio management to individual investors, trusts, business entities, and qualified retirement plan sponsors, as well as pension consulting services. The firm employs a research-driven investment approach grounded in modern portfolio theory, utilizing globally diversified, low-cost, tax-efficient ETFs and institutional mutual funds.

David Smith is a CFA® charterholder with 17 years of industry experience. He is currently with Redwood Park Advisors, where he has worked since 2020. His prior experience includes roles at LPL Financial and Morgan Stanley. Redwood Park Advisors provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a diversified, analytical investment approach combining fundamental and quantitative methods, serving a mix of individual wealth clients and institutional retirement plans.

Benjamin Pettigrew is a CFP® professional with 21 years of industry experience. He has worked at Redwood Park Advisors since 2020 and previously spent eight years with LPL Financial. He teaches high school students the fundamentals of money management through seminars. Redwood Park Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans with asset management, financial planning, and retirement plan consulting. The firm employs a mix of analytical approaches and discretionary management and offers institutional retirement plan services alongside its smaller advisory team.

Katherine Simmonds is a CFP® with 25 years of industry experience. She is currently with Conquis Financial LLC, where she has worked since 2022. Her prior experience includes roles at Mariner Platform Solutions, AdvicePeriod, LLC, and Stanford Investment Group, Inc. Conquis Financial LLC provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm employs a combination of passive and active strategies, utilizing diversification and Modern Portfolio Theory principles alongside tax-aware tactics to align portfolios with client objectives and risk tolerance.

Curtis Chen is a CFP® professional with 30 years of industry experience, operating through Chen Financial Group, LLC in San Mateo, CA. He has been affiliated with LPL Financial and his own firm since 2009. Outside of his advisory work, he has served as a hockey referee. Chen Financial Group serves individuals, families, trusts, estates, non-profit organizations, and companies, including high-net-worth clients. The firm emphasizes comprehensive financial life planning, providing advice and implementation recommendations without discretionary asset management, and offers fixed or hourly fee structures.

Emilie Goldman is a CFP® and CFA® with 17 years of experience in financial advising. She has been with Tamarind Financial Planning since 2010 and previously worked at Blue Oak Capital LLC for one year. Tamarind Financial Planning is a fee-only advisory firm serving individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm uses asset allocation principles based on Modern Portfolio Theory to build diversified portfolios and provides education-oriented services alongside outsourced solutions for retirement plans and estate planning.

Arthur Shaw is a Series 65 licensed financial advisor with 9 years of industry experience. He is affiliated with 3 Factor Indexing, LLC and also serves as CEO of RepairPal and as Lead Director on the board of the financial technology startup Insikt. 3 Factor Indexing is a registered investment adviser focusing on discretionary investment management for high-net-worth individuals, families, trusts, and closely held businesses. The firm emphasizes strategic asset allocation and broad diversification using exchange-traded products, mutual funds, separately managed accounts, equities, and bonds.

Jane Beule is a CFP® professional with 20 years of experience in financial advising. She has been with Griffin Black, LLC since 2001. Griffin Black, LLC is a team of four advisors managing approximately $271 million in discretionary assets. The firm serves executives, professionals, entrepreneurs, retirees, and small-business owners, with expertise in working with Silicon Valley tech and bio-tech clients as well as those with cross-border family or business interests. Their approach includes Holistic Wealth Management, Investment Management, ongoing financial planning, and specialized analysis for RSUs and executive compensation.

Carlos Perez is a financial advisor at Evart, Young & Hobbs Investment Management with 22 years of industry experience. He holds a Series 65 designation and has worked at the firm since 1996. Perez also has prior experience at Seed V Investors LLC and manages his own real estate holdings. Evart, Young & Hobbs Investment Management provides discretionary portfolio management and pension consulting services to individual investors, trusts, business entities, and qualified retirement plan sponsors. The firm employs a research-driven investment approach focused on strategic asset allocation, long-term buy-and-hold strategies, and tax-aware decision making, utilizing globally diversified, low-cost ETFs and institutional mutual funds.

Enrique Figueroa is a CFP® professional with 14 years of industry experience. He has worked at Veritas Wealth Partners, LLC since 2021 and previously at Glovista Investments LLC from 2010 to 2021. Veritas Wealth Partners, LLC provides discretionary wealth management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored investment policies, asset allocation, and ongoing account monitoring, with a focus on portfolios that include mutual funds, exchange-traded funds, and select individual securities.

Manuel Ortiz Aquino is a financial advisor with Occidental Asset Management, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank, NA, Charles Bank, and Charles Schwab & Co., Inc. Outside of finance, he operates a beach equipment rental service called Ready. Set. Beach!. Occidental Asset Management advises high-net-worth individuals and institutional clients through separately managed accounts, providing wealth management, portfolio management, and comprehensive financial planning. The firm employs fundamental, technical, and cyclical analysis, often using options and margin, and serves roughly 945 clients with a 12-advisor team across six offices.