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.

Daryoosh Khalilollahi is a CFP®-certified financial advisor with 18 years of industry experience. He is the principal of DABK Financial Planning Services, an independent firm he has operated since 1998. Outside of financial planning, he works full-time as a Principal Verification Engineer at Axonne Inc., specializing in integrated circuit design verification. DABK Financial Planning Services offers fee-only, non-discretionary financial planning and investment advice, primarily serving clients through hourly or flat-fee engagements. The firm’s client base includes individuals as well as various institutional and organizational entities, with a focus on research-based recommendations that avoid high-frequency trading and do not involve custody or discretionary authority.

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 24 years of experience in financial advising. He is the principal advisor at Fortitude Wealth Management L.L.C., where he has worked since 2018. Prior to founding Fortitude, he held advisory roles at Dw Advisors LLC and Centara Capital Management Group. Dossa is also a licensed insurance agent and spends a small portion of his time offering fixed insurance products. Fortitude Wealth Management provides discretionary investment supervisory services and portfolio management primarily to individual and high-net-worth clients. The firm emphasizes tailored investment policies based on personal client objectives and uses asset allocation alongside mutual fund and ETF analysis to guide long- and short-term strategies.

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.

Torr Steinhilber is a financial advisor at Munro Asset Management L.L.C. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Alterity Financial Group, Naples Asset Management Company, and LPL Financial. Steinhilber is the sole advisor at Munro Asset Management L.L.C. Munro Asset Management L.L.C. provides investment advisory and consulting services to institutional and individual clients, including pension plans, endowments, and foundations. The firm employs a client-specific investment process involving diversified portfolios that combine active and passive strategies across various asset classes and offers services such as retirement plan consulting and subadvisory arrangements.

Robert Jersin is the principal of Jersin Financial Services in Danville, CA, with 23 years at the firm and 16 years of industry experience. He holds the CFA® designation and Series 63 license. In addition to his advisory work, he serves as president of the firm's affiliated tax preparation business, dedicating half his time to income tax preparation. Jersin Financial Services provides investment management and financial planning to individual clients as well as pension and profit-sharing plan clients. The firm integrates investment decisions with personal income tax planning and offers in-house tax preparation, aiming to address multi-year tax effects and reduce tax drag.

Jon Gross is a financial advisor at Orderly Finance with 23 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch from 2012 to 2020. Orderly Finance is an independent firm that offers portfolio management, financial planning, and family-office concierge services primarily for individuals and high-net-worth clients. The firm combines modern portfolio theory with fundamental, quantitative, and technical analysis to build tailored portfolios that may include a range of public and private securities, and employs performance-based fees and derivative strategies in client accounts.

Daniel Leonard is a CFP® with 14 years of industry experience, currently serving as the sole advisor at Powering Your Retirement since 2021. His prior roles include positions at Marathon Retirement Planning and Rice Pontes Capital. In addition to financial advising, he owns and operates Marathon Tax Planning, a tax preparation business, and is a licensed insurance agent. Powering Your Retirement provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, using a blend of analytical methods and both long- and short-term trading strategies. The firm integrates tax preparation and insurance services as part of its offerings and manages approximately $81 million across its client base.

Sulaiman Parwiz is a financial advisor at Golden Lion Wealth Management, LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Keller Williams, and operated Parwiz Consulting. Golden Lion Wealth Management is an independent advisory firm serving individuals, high net worth clients, trusts, and employer-sponsored retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, qualitative, and quantitative analysis across various investment vehicles.

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.

Sarah Green is a financial advisor at Farm Girl Capital LLC in Albany, CA, holding the CFP® designation with 17 years of industry experience. She previously worked at North Berkeley Investment Partners and Transformative Wealth Management LLC. Green serves as a board member at Healing Tide, a nonprofit focused on eco-wellness and sustainable travel. Farm Girl Capital provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored retirement plans. The firm employs a primarily long-term investment approach using fundamental and technical analysis and offers specialized retirement-plan services, including ERISA fiduciary oversight and participant education.

Thomas Manetta is a financial advisor with Manetta Wealth Management, Inc. in Danville, CA. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Prior to founding Manetta Wealth Management in 2023, he worked at Perigon Wealth Management, Anthem Wealth Partners, and several other firms. Manetta Wealth Management is an independent advisory firm focusing on discretionary portfolio management and ongoing investment advice for individuals and high-net-worth clients. The firm uses a combination of charting, fundamental, quantitative and technical analysis, and modern portfolio theory to guide long-term trading strategies.

Rosario Chacon is a CFP® with eight years of industry experience and is the sole advisor at Wealth-Source Financial in Oakland, CA. Before joining Wealth-Source Financial in 2018, she worked at Morgan Stanley, Personal Financial Consultants, and the Mission Economic Development Agency. Outside of financial advising, she works part-time as a tax preparer during tax season. Wealth-Source Financial is an independent California-registered advisory firm that offers tailored investment management and comprehensive financial planning services to individuals and high-net-worth clients. The firm primarily uses passive, asset-class-based portfolios and integrates planning with portfolio supervision while providing educational content and specialized services such as tax preparation and student loan planning.

Darrell Doi is a financial advisor at INVESDID with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Park Avenue Securities LLC. In addition to his advisory role, he operates as a licensed insurance broker. INVESDID provides financial planning and consulting services to individuals, businesses, and nonprofit organizations, offering retirement plan services and public educational seminars. The firm typically acts as a co-advisor with third-party money managers and focuses on fixed-fee or hourly consulting engagements.

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 a CFP® professional with 33 years of experience in financial advising. He has operated his independent firm, Christian Curry Batchelder, CFP, since 1987 in Oakland, CA. The firm serves individuals, families, personal trusts, and estates with comprehensive financial planning and discretionary investment management. It employs a proprietary, high-touch service model focusing on discovery, manager selection, and ongoing monitoring, typically utilizing diversified mutual funds chosen through qualitative and quantitative analysis.

Eugene Chow is a CFA® charterholder with 12 years of industry experience, currently serving as the sole advisor at Paragon Asset Management Inc. He has been with Paragon since 1989. Outside of his advisory role, he operates a computer consulting business focused on investment portfolio accounting and performance calculations. Paragon Asset Management provides discretionary asset management services to individuals, businesses, and charitable organizations, managing approximately $110.7 million across 72 client relationships. The firm customizes investment programs based on clients’ objectives and risk tolerance, employing both fundamental and technical analysis and a broad range of investment instruments.

Alison Davies is a CFP® professional with 15 years of experience in the financial advisory industry. She has been the sole advisor at Fruition Advisors LLC since 2013. Fruition Advisors serves individual clients through financial planning and by selecting and monitoring third-party investment advisors rather than providing direct portfolio management. The firm works primarily with clients who meet a portfolio minimum and emphasizes client-specific planning and asset allocation based on Modern Portfolio Theory.

I'm a CERTIFIED FINANCIAL PLANNER™ and founder of Collabria Capital, Inc., a San Ramon-based fee-only fiduciary financial planning firm serving the Bay Area and virtual clients nationwide. I started Collabria Capital because I believe financial planning should be collaborative, transparent, and centered around what truly matters — people’s lives, not just their portfolios. Over the years, I’ve met too many hardworking professionals who’ve done all the “right” things financially but still feel unsure about their future. My goal is to bring clarity and confidence to that picture. Originally from Montreal, I moved to the Bay Area in 1997 and quickly came to appreciate the unique blend of innovation, opportunity, and complexity that defines life here. Having raised three kids, I understand firsthand how financial priorities evolve — from career growth and family needs to preparing for a more flexible, fulfilling next chapter. I work primarily with mid- to late-career professionals who want straightforward, fiduciary advice on everything from stock options and deferred compensation to retirement and tax planning. My approach is simple: listen carefully, bring clarity to complexity, and help clients make decisions that align their finances with their values. For me, financial planning has always been about more than numbers ; it’s about creating the freedom to focus on what truly matters.