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.

Donovan Malone is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Greenbook Financial LLC. His background includes roles at Charles Schwab, TD Ameritrade, JP Morgan Securities, and the University of California Office of the President. Greenbook Financial provides investment management, financial planning, and educational seminars to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a mix of passive and active asset allocation, offers both discretionary and non-discretionary portfolio management, and incorporates ESG considerations when requested.

Gregory Gaskin is the principal advisor at Gaskin Wealth Management in Moraga, CA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led his independent firm since 2007. Outside of his advisory role, he operates a vacation rental business in Moraga. Gaskin Wealth Management provides fee-only investment advisory and portfolio management services to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm manages approximately $88.7 million across about 215 client relationships, employing a disciplined investment process that integrates relative-strength sector analysis with a systematic market-risk approach.

Jason Matthews is a financial advisor at Gibson Monroe Wealth Advisors in Oakland, CA, holding a Series 65 designation with three years of industry experience. He also owns Matthews Financial & Insurance Solutions, a business offering life, disability, annuity, and long-term care insurance products. Gibson Monroe Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm focuses on a fiduciary relationship with clients, utilizing a primarily long-term, fundamental analysis approach to portfolio construction and offering complementary pension consulting, tax, and estate planning services.

Brian Herriot is the principal of Herriot Financial, LLC, a fee-only registered investment adviser based in Alameda, CA. He holds a Series 65 designation and has one year of experience in investment management. Prior to founding Herriot Financial, he has been involved in business consulting through his firm, Herriot Business Consulting, since 2017, providing management consulting services primarily for healthcare companies. Herriot Financial offers investment management and financial planning services to individuals and high-net-worth clients, tailoring portfolios using both fundamental and technical analysis with a mix of passive and active strategies. The firm emphasizes packaged planning engagements and operates with a single principal.

Irina Yantikova is a financial advisor at West-East Wealth Management, LLC with eight years of industry experience. She holds a Series 65 designation and has been with West-East Wealth Management since 2017. The firm provides discretionary, personalized investment management to individuals, trusts, pension plans, and corporations, tailoring accounts to clients’ risk tolerance, time horizon, liquidity needs, and tax considerations. West-East Wealth Management employs a range of strategies including value, income, options, and speculative portfolios, and manages client accounts solely on a discretionary basis.

Asif Suria is the principal advisor at Inside Arbitrage Advisors, LLC, based in Foster City, CA, with eight years of industry experience. He holds a Series 65 designation and has worked previously at Mindful Health Solutions and Signal Partners, LLC. In addition to his advisory role, he is president of Eugene Software Solutions, a software business serving non-profits and startups, which he operates outside of trading hours. Inside Arbitrage Advisors provides combined financial planning and discretionary investment management primarily to individuals and small businesses. The firm uses a proprietary planning tool to develop permanent portfolio allocations and employs a blend of permanent-portfolio strategies alongside event-driven merger-arbitrage and derivative techniques in separately managed accounts.

Jeremy Korman is a financial advisor at Pinecone Financial with five years of industry experience and holds a Series 65 designation. He has a professional background in marketing, currently working as a Senior Marketing Manager at Zendesk Inc. since 2019. Pinecone Financial is a sole-proprietorship investment adviser focused on financial planning, investment consultation, and ongoing coaching for individuals and high-net-worth clients. The firm employs a passive investment approach based on Modern Portfolio Theory, using diversified portfolios of low-cost index funds and ETFs, and does not manage client accounts directly.

David Flowers is a CFP® professional with 23 years of experience in financial advising. He has led D.A. Flowers & Company, LLC since 2009, providing investment management and personal financial planning services. D.A. Flowers & Company offers fee-only investment management and financial planning to individuals, pension plans, trusts, estates, and charitable organizations. The firm uses a Modern Portfolio Theory approach focused on diversification, low costs, and tax efficiency, with structured planning engagements and regular client account reviews.

Daniel Claffey is the sole advisor at EdMD Financial Strategies, LLC in San Ramon, CA, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with EdMD Financial Strategies since 2010 and previously spent 15 years at American Investors Company. In addition to his advisory role, Claffey operates a college admissions and financial aid consulting business that assists families with education funding strategies and related tax preparation services. EdMD Financial Strategies is a California-registered independent investment adviser managing approximately $2.5 million for around 50 clients, including individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs fundamental analysis to construct portfolios using stocks, bonds, ETFs, and mutual funds, offering both discretionary and non-discretionary management, financial planning, and consulting services.

Byron Ruby is a financial advisor at FIRN Advisors LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Katz Ruby & Carle LLP, Firn, Inc., the Federal Judiciary, and McKinsey & Co. He has experience in environmental law and clean technology. FIRN Advisors LLC provides discretionary portfolio management and advisory services primarily to individuals and families, employing a long-term, buy-and-hold investment approach focused on diversified, low-cost ETFs, blue-chip equities, and investment-grade fixed income, with selective use of alternatives. The firm offers tailored portfolios, periodic rebalancing, and optional tax-loss harvesting.

Cheryl Vesely is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Balance Financial Planning, LLC since 2014. She holds a Series 65 license and operates her independent firm from Oakland, California. Balance Financial Planning, LLC provides fee-only financial planning, cash-flow and tax planning, and investment management primarily for individual clients, including high-net-worth individuals. The firm emphasizes diversification and low-cost, passive investment vehicles, using an interactive planning process to align asset allocation with clients’ goals, time horizons, and risk tolerance.

Ryan Bird is the sole advisor at Pioneer Advisory, an independent firm based in Moraga, CA. He holds a Series 66 designation and has 23 years of industry experience. Bird has been operating under his own firm since 2012. He is also a licensed insurance agent and conducts insurance transactions as part of his practice. Pioneer Advisory serves individual investors, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm provides portfolio management and comprehensive financial planning with a non-discretionary approach, primarily using traditional investment instruments and working with third-party managers who often have discretionary authority.

Frank Bonanni is a financial advisor based in San Leandro, CA, with six years of industry experience. He is self-employed and holds Series 65 and Series 63 designations. His firm provides fee-only personal financial planning and consulting services to individuals, high-net-worth clients, corporations, charities, and other registered investment advisers. The firm uses a collaborative, modular planning process that typically results in a written financial plan and can include implementation assistance and periodic reviews, applying Modern Portfolio Theory without managing client accounts or taking custody of assets.

Kristopher Van Stralen is a financial advisor at Evidencial Financial Consulting in Orinda, CA, with nine years of industry experience. He holds the ChFC® designation and a Series 63 license. His prior roles include positions at VR Advisors, Creekside Partners Financial Advisers, and the American College of Financial Services. Evidencial Financial Consulting provides personalized financial planning and non-discretionary asset management to individuals, trusts, estates, and charitable organizations. The firm uses fundamental analysis and a combination of long- and short-term strategies with a predominately non-discretionary management approach, allowing clients to retain trading authority.

Sumit Sarkar is a financial advisor at Bent Creek Capital LLC with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bent Creek Capital since 2017, having previously worked as a self-employed advisor. Bent Creek Capital LLC provides discretionary investment supervisory services and portfolio management mainly to high-net-worth individuals and corporate clients. The firm employs a fundamental analysis approach focused on long-term thematic ideas, particularly in the energy sector and North American equities, using a proprietary hub-and-spoke trading model that aligns the manager’s personal accounts with client portfolios.

Paul Dejarnatt is the sole advisor at DeJarnatt, Paul E, an independent firm based in Pleasanton, CA. He holds CPA credentials and has 12 years of professional experience, including two years in financial advisory. In addition to his advisory work, he maintains an active accounting practice providing tax return preparation and advice. The firm offers discretionary investment management and portfolio services primarily for individual clients, managing publicly traded equities and fixed income while also advising on private companies, commodities, and real estate. It serves a small client base with a concentrated approach that includes the use of options and other non-standard instruments under discretionary authority.

David Gold is a financial advisor at Newleaf Wealth Management, LLC in San Ramon, CA, with 11 years of industry experience. He holds the Series 63 designation and has been with Newleaf Wealth Management since 2013. Newleaf Wealth Management provides discretionary and non-discretionary investment management and consulting services for individuals, trusts, corporate and not-for-profit retirement plans, and charitable institutions. The firm emphasizes strategic asset allocation, global diversification, and tailored manager/fund selection, with a notable focus on retirement-plan and pension consulting as well as advisory services for charitable organizations.

Andrew Wong is a financial advisor at FinCop Financial Planning with one year of industry experience. He holds a Series 65 designation and has concurrently worked as a police officer for the City of Mountain View since 2007. FinCop Financial Planning is an independent, fee-only firm serving individuals and families with financial planning and investment advice focused on retirement, estate planning, debt management, and education planning. The firm emphasizes low-cost, diversified mutual funds and ETFs using a long-term, buy-and-hold strategy and offers educational seminars and workshops.