Max Strasburg is the sole portfolio manager at Strasburg Asset Management Company LLC, holding a Series 65 designation with two years of industry experience. He previously worked at View Ridge Capital Management, LP from 2015 to 2020 and is also associated with SAMCO LLC. Strasburg Asset Management Company LLC is an independent, state-registered investment adviser serving high-net-worth individuals, businesses, and institutional clients. The firm employs a value-oriented, opportunistic strategy focused on common equity in developed markets, managing concentrated portfolios with a disciplined fundamental research approach.

Daniel Edwards is the sole advisor at Dan Edwards Investment Advisory Services, LLC, an independent firm based in Corte Madera, CA. He holds a Series 65 designation and has eight years of experience in the industry. Prior to founding his firm in 2017, he was self-employed for 11 years. Dan Edwards Investment Advisory Services provides portfolio management and limited consultation primarily to individual clients and couples, typically with a minimum investable amount of $100,000. The firm focuses on retirement-income planning through diversified portfolios mainly composed of Vanguard no-load mutual funds, offering personalized service including mailed quarterly summaries and optional research-based consultations.

Colin Probert is the principal advisor at Probert Investment Advisers, LLC, an independent firm based in Tiburon, CA. He holds a Series 65 designation and has 10 years of industry experience, having led his firm since 2014. Outside of advising, he owns and manages residential real estate units. Probert Investment Advisers, LLC provides ongoing portfolio management to individuals and high-net-worth clients, focusing on services such as Investment Policy Statement preparation, asset allocation, and regular portfolio monitoring. The firm employs a long-term trading approach guided by modern portfolio theory and operates as a solo practice with a billing model based on hourly fees rather than asset percentages.

Donald Clephane is a CFP® professional with 30 years of industry experience. He is the sole advisor at Diversified Planning Concepts, Inc. and has been associated with Oak Tree Securities since 2001. In addition to financial advising, he is licensed to sell insurance products and offers estate planning services. Diversified Planning Concepts serves individuals and couples, including high-net-worth clients, executives, small business owners, and retirees, as well as certain pension plans, trusts, and estates. The firm provides investment advisory, portfolio management, retirement projections, tax and estate planning, and education-funding analysis, emphasizing broadly diversified portfolios with a conservative bias toward capital preservation.

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.

Michael Boulton is a financial advisor at Financial Solutions in Mill Valley, CA, holding a Series 65 designation with 22 years at the firm and 2 years of industry experience. Financial Solutions is a single-advisor independent practice managing approximately $32.4 million across 13 high-net-worth clients. The firm provides asset management, financial planning, and retirement planning, using a disciplined investment approach that combines charting, fundamental, technical, and cyclical analysis with periodic rebalancing. Financial Solutions typically manages accounts on a discretionary basis and offers both hourly and fixed-fee planning.

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.

We work with people who want a long-term partnership where together we create a plan that uses your money and resources to live a fulfilling life that aligns with your deepest values while creating positive change in the world. We focus on who you are and what it is you want for yourself and loved ones. My passion is making financial planning an approachable and enjoyable experience. I became a CERTIFIED FINANCIAL PLANNER™ to help people find solutions for their financial needs but soon realized that traditional financial planning was designed for a male head of household with a certain amount of wealth. Since I am most passionate about equality for women and the LGBTQ community, I realized that I needed additional skills to make financial planning meet our specific needs. So, I became a certified coach which allows me and my clients to go deeper to explore and clarify their individual values and goals. Once we’ve figured out what their ideal life looks like and what is really important to them, we can create a financial plan designed for them. Anyone who knows me knows of my deep love of pastries. I started my career as a pastry chef, fully embracing my creativity, a love of science and math, and delight in creating delicious concoctions. I loved this career, until one day I had an epiphany: My love of numbers and baking science acumen could be used in better ways to help the world. Turns out I like baking more as a hobby than as a career. No more petit fours! I returned to college as a women studies major determined to help women realize their potential and gain equality. Upon self-reflection I realized that I had a lot of passion but lacked any real skills to make the change in the world that I sought to make. Around this time my grandfather died, and I started helping my grandmother with her finances. We sought out information and together we came up with a financial plan for her new life alone. Helping my grandmother become financially independent was exactly the type of impact I wanted to have on other women’s lives. My career path was born.

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.

Paul Bonapart is a financial advisor with Financial Security Planning Services, Inc. in Corte Madera, CA. He holds a Series 63 designation and has 36 years of industry experience. His career includes over three decades at Commonwealth Financial Network and ownership of Financial Security Planning Services, Inc. Since 2025, he has also been affiliated with Raymond James Financial Services. The firm provides personal financial planning and advice to individuals, high-net-worth clients, trusts, estates, and related entities, offering services such as financial inventory, investment and insurance analysis, and retirement and estate planning on an a-la-carte basis. Recommendations are developed through client interviews and research, with implementation often conducted via affiliated broker-dealer or insurance channels.

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.

Barbara Gault is a Certified Financial Planner® with nine years of industry experience. She has been operating her independent firm, Barbara S. Gault, since 2003 in Sausalito, CA. Her firm provides comprehensive financial planning and portfolio management primarily for individual clients, as well as family groups and small business owners. The investment approach starts with a detailed financial plan to determine risk tolerance and asset allocation, followed by implementation using no-load, low-cost mutual funds and ETFs, employing Morningstar research and annual rebalancing.

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.

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.

Frank Pare is a CFP® professional with over 32 years of industry experience. He is president of PF Wealth Management Group, LLC, where he has worked since 2006, and he also provides consulting services related to insurance needs through Ohio National Life Insurance Company. PF Wealth Management Group serves individuals, non-profit organizations, group retirement plans, and business owners seeking exit planning. The firm offers investment management, comprehensive financial planning, estate-planning support via digital platforms, and life and long-term-care insurance brokerage services.

I specialize in growing families that work in the medical and technology industries. My wife has worked as a physician since 2013, so I'm familiar with the challenges that those in the industry face. Geographically, we are located in the Bay Area, so my practice has naturally become split between medical professionals as well as those working at tech companies, with a significant portion coming from Google.

Yen Trac is a financial advisor at Northern California Fiduciary Advisors, LLC with one year of industry experience. She holds a Series 65 designation and also practices law at Fisherkong Law. Outside of her advisory and legal work, she is a one-third owner of Modern Payments Consulting, LLC, a company that provides consulting services related to payment strategies for businesses. Northern California Fiduciary Advisors offers investment portfolio management, comprehensive financial planning, and consultative services to individuals, non-profits, corporations, and businesses. The firm employs a diversified investment approach based on Modern Portfolio Theory and fundamental analysis, serving clients with tailored strategies aligned to their goals and risk tolerance.

Heather Liston is a CFP® professional with eight years of experience in financial planning. She is the principal of Clarity Financial, an independent advisory firm based in San Francisco. Her prior experience includes roles at Hargrave Fiduciary Advisors and Global Retirement Partners, LLC, as well as teaching positions at UC Berkeley Extension and Hult International Business School. Clarity Financial provides financial planning services to individuals and high-net-worth clients through comprehensive plans, consultations, and hourly engagements covering retirement, cash flow, estate, business planning, and equity compensation. The firm does not manage client investments directly and generally recommends passive, low-turnover portfolios implemented through client-selected custodians.