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.

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.

Sylphiel Yip is a financial advisor at Uplift Investing, Inc with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Uplift Investing since 2017, following seven years at G.X.Clarke/INTL FCStone. Uplift Investing, Inc provides discretionary portfolio management and advisory services primarily to individual clients and also serves as a subadviser to other investment advisers. The firm uses a long-term trading approach with a variety of analytical methods and offers a wrap fee program that consolidates custodial, brokerage, and transaction costs into a single fee.

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.

John Mayberry is the sole advisor at Core Asset Management Company in Sausalito, CA, holding a Series 65 credential and bringing 13 years of industry experience. He has been with Core Asset Management since 1986. Outside of his advisory role, he manages the securities portfolio of a family-owned Delaware LLC. Core Asset Management Company provides discretionary portfolio management and financial planning services primarily to higher-net-worth individuals and families. The firm employs a long-term, tax-aware investment approach using ETFs, mutual funds, and limited individual securities, managing approximately $38 million in client assets.

Aaratee Rao is the sole advisor at Aure Advisors LLC, holding a Series 65 license with one year of industry experience. Prior to founding Aure Advisors, Rao worked at JPMorgan Chase for two years and held positions at Microsoft and Uber Technologies. Aure Advisors LLC is a state-registered independent investment adviser serving individuals, high-net-worth clients, and businesses with discretionary wealth management and financial planning. The firm uses both fundamental and technical analysis with a long-term investment approach and charges fixed, flat advisory fees rather than percentage-based fees.

Justin Wollman is a financial advisor with Composed Capital LLC in San Francisco, CA, holding Series 65 and Series 66 credentials and 13 years of industry experience. He has held various roles at firms including Intent Financial Services, Amoretti Advisors, and DGC Global. Outside of advisory work, he is the founder of Sonar Signal, Inc., a financial technology company developing software for behavioral financial planning. Composed Capital LLC provides discretionary investment management and ongoing financial planning to individuals and families, as well as retirement plan consulting and participant education. The firm uses a multi-manager, dynamic allocation approach primarily with diversified ETFs and incorporates limited cryptocurrency exposure when appropriate.

Glenn Tom is a financial advisor at Personal Best Financial LLC in Oakland, CA, with three years of industry experience. He holds a Series 65 designation and previously worked at NCR Corporation for six years. Personal Best Financial LLC is an independent, fee-only advisory firm serving individuals, trusts, estates, charitable organizations, and corporate clients. The firm focuses on technology and medical professionals as well as business owners, employing an investment approach based on Modern Portfolio Theory that combines passive and active strategies with options for ESG customization.

Guy Young is the sole advisor at Young Financial & Insurance Services in Millbrae, CA, holding a Series 63 license and bringing 43 years of industry experience. He has operated Young Financial & Insurance Services since 1998. Outside of advisory work, he is the owner of Young Realty. Young Financial & Insurance Services provides personalized financial planning and investment management to individuals, plans, trusts, estates, corporations, and charitable organizations. The firm employs a strategic core-and-satellite asset allocation approach focused on passive and active funds, manages accounts on a non-discretionary basis, and offers additional services including 401(k) consulting and guidance on annuities and insurance products.

Gaurav Kumar is a financial advisor at Tilden Path Capital LLC with four years of industry experience. He holds a Series 65 designation and has prior work experience at companies including SquareSpace, MongoDB, Google LLC, and Amazon Web Services. Tilden Path Capital LLC provides discretionary asset management and ongoing portfolio management services to individual and high-net-worth clients. The firm focuses on tailored investment programs that include diversified allocations and a specialized small- and mid-cap technology strategy, using fundamental analysis and documented client profiles to guide investment decisions.

Boris Senderzon is a CFA charterholder and Series 65 licensee with nine years of industry experience. He has been with Hilbar Capital, LLC since 2016, where he serves as the sole advisor. Hilbar Capital, LLC provides discretionary investment management and financial advisory services primarily to individuals, high-net-worth clients, and small businesses. The firm employs both passive and active investment strategies tailored to each client’s investment policy, managing approximately $2.84 million in a limited number of accounts.

In 2009 I founded Game Theory Academy, a nonprofit that teaches financial skills to teenagers through the lens of strategic decision-making. My favorite part of that work has been guiding young people to set their own goals outside of what their grownups want for them and then align their day-to-day decisions with those goals. I bring that same strategic curiosity to financial planning for you. Prior to Game Theory Academy, I was CFO of a news media organization. I hold an MBA from Yale and a BA in Political Science from UC Berkeley. I am a CFP® professional, and a member of the XY Planning Network and National Association of Personal Financial Advisors. I have a lifelong interest in economics and am excited to work with you to do the heavy lifting of financial planning so you can focus on what you love to do. When I’m not creating financial plans, I’m the mother of a child with avid and ever-changing interests. I love to play guitar and sing bluegrass, roots, and old-time music, with a pop twist.

Roy Peterkofsky is the sole advisor at Peterkofsky, Roy, holding a Series 65 designation with six years at his firm and five years of prior experience at Google. He has been trading securities in his own account since 1987. Peterkofsky, Roy provides discretionary trade-direction services primarily to institutional clients and qualified high-net-worth individuals. The firm employs a short-term, quantitatively driven investment approach using a proprietary AI-based method to identify market conditions, focusing on long and short positions in common stocks and ETFs without taking custody of client assets.

Michael Beardsley is an investment advisor with Internet Securities in Oakland, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Internet Securities since 1998 and at Rainmaker Securities, LLC since 2013. Outside of his advisory role, he manages the RIA division at Internet Securities. Internet Securities Technology Fund advises accredited individual and institutional investors by creating and managing series LLCs and special purpose vehicles focused on late-stage, privately held technology companies. The firm emphasizes equity research and industry analysis within targeted technology segments, structuring each series LLC to hold a single company with tailored compensation and governance terms.

Mark Rowen is the principal of Rowen Capital Management, LLC, an independent registered investment adviser based in San Francisco. He holds the Series 63 designation and has 15 years of industry experience. Since founding his firm in 2010, he has managed discretionary portfolios primarily for individual clients. Rowen Capital Management focuses on long-term capital appreciation through bottom-up fundamental analysis of individual stocks, mutual funds, and ETFs. The firm typically manages concentrated portfolios of 15–30 positions and serves a small client base with a minimum account size of $1,000,000, emphasizing customized investment strategies including socially responsible and tax-efficient guidelines.

Perry Piazza Jr. is a financial advisor at Cogent Investment Advisors LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Blue Hall Capital, LLC and the City of San Francisco. Outside of his advisory role, he serves as vice president and treasurer of Bardolph Automation Inc., a company that develops software to control smart light bulbs. Cogent Investment Advisors LLC provides fee-only investment management primarily to individual and high-net-worth clients, offering discretionary portfolio management through proprietary model portfolios and custom strategies tailored to clients’ goals and risk tolerance. The firm actively manages portfolios using a combination of fundamental, technical, and quantitative analyses and may employ derivatives and illiquid investments for suitable clients.

George Chang is a financial advisor at Pillar Point Wealth Management LLC with 18 years of industry experience. He holds a Series 65 designation and previously worked at Charles Schwab and Charles Schwab Premier Bank. Pillar Point Wealth Management is an independent, fee-only registered investment adviser that serves individuals and high-net-worth clients with discretionary wealth management and financial planning. The firm combines Modern Portfolio Theory with fundamental and cyclical analysis, utilizing both passive and active investment vehicles, and offers socially conscious/ESG portfolios upon request.