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.

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.

Carol Acker is a CFP® and holds a Series 65 license, with 22 years of industry experience. She has been with Nancy K Weeks Associates, LLC since 2002. Nancy K Weeks Associates, LLC is an independent advisory firm serving individuals, families, and charitable organizations, primarily higher-net-worth clients. The firm focuses on comprehensive financial planning and the oversight of third-party investment managers, emphasizing planning-level guidance and specialized areas such as LGBTIQ+ planning, ESG, and special-needs planning.

Thomas Lloyd Butler is a Series 65-licensed financial advisor at TL-B Capital Management in San Francisco, CA, with two years of experience. He is also the Vice-President of Grand Jean Capital, where he has worked since 2010. TL-B Capital Management is an independent registered investment adviser serving individuals, high-net-worth clients, and charitable organizations. The firm offers discretionary portfolio management focused on mutual funds, equities, and ETFs, using cyclical, fundamental, and technical analysis across both long-term and short-term trading strategies.

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

Nicholas Rugh is the sole advisor at Rugh Financial, an independent firm based in Menlo Park, CA. He holds a Series 65 designation and has 17 years of industry experience. He has been with Rugh Financial since 2008. Rugh Financial is a fee-only advisory practice serving individuals, couples, families, and business owners with goal-oriented financial planning and portfolio management. The firm typically operates on a non-discretionary basis, providing customized advice through hourly, fixed-fee, and AUM arrangements, and emphasizes long-term investment strategies using mutual funds, ETFs, stocks, and bonds.

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.

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.

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.

Jack Chang is a CFP® professional with 20 years of industry experience. He is the owner of TaiBay Wealth Management LLC, where he has worked since 2021, and previously held roles at Woodbury Financial Services, Inc. and Questar Capital Corporation. In addition to his advisory work, he owns JLC Financial Services, assisting clients with life, long-term care, and disability insurance for estate and protection planning. TaiBay Wealth Management LLC provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs fundamental analysis and modern portfolio theory in managing diversified portfolios and serves a significant non-U.S. client base.

Emmanuel Obel is the principal of Obel Financial Advisors in San Mateo, CA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has led Obel Financial Group since 2010. Outside of his advisory work, Obel serves on the boards of several nonprofit organizations focused on health and environmental issues and participates in fundraising and management advisory roles. Obel Financial Advisors provides portfolio management, written financial planning, and third-party investment adviser selection and monitoring for individuals, high-net-worth clients, charitable organizations, pension plans, and businesses. The firm primarily operates on a non-discretionary basis using a proprietary analysis system and individualized asset allocation, with clients receiving quarterly statements from independent custodians.

Len Do is a financial advisor based in San Bruno, CA, with 20 years of industry experience. He has worked at UBS Financial Services and Edward Jones before founding his own practice in 2019. Outside of his advisory work, Len provides homecare services through the San Mateo County Public Authority’s In-Home Supportive Services program. His firm offers financial planning, portfolio management, and employee benefits planning to individuals, business owners, and businesses. The firm emphasizes asset allocation, diversification, and quantitative analysis across various investment styles, providing portfolio oversight on a non-discretionary basis along with educational seminars and referrals to third-party advisers.

David Tepper is the sole advisor at Tepper Capital Management in San Francisco, CA, with 36 years of experience at the firm since 1990. He has 14 years of industry experience and holds credentials relevant to his role. Tepper Capital Management provides discretionary investment management primarily to individual clients, high-net-worth individuals, trusts, estates, and retirement plans. The firm focuses on portfolio construction and monitoring, using a strategy centered on closed-end funds and individualized asset allocation based on financial condition, goals, and risk tolerance.