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 experience in financial advising. He is the owner of Powering Your Retirement, an independent firm based in San Ramon, CA, where he has worked since 2021. Leonard also owns and operates Marathon Tax Planning, a tax preparation business, and holds an Enrolled Agent designation. Powering Your Retirement provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a variety of analytical methods and trading strategies while offering tailored portfolio construction and comprehensive financial plans.

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.

Thomas Manetta is the sole advisor at Manetta Wealth, an independent firm based in San Ramon, CA. He holds Series 63 and Series 66 licenses and has 20 years of industry experience, including roles at Perigon Wealth Management and Anthem Wealth Partners. Manetta Wealth manages approximately $50 million in assets for about 45 primarily high-net-worth clients, focusing on long-term equity and fixed-income investment strategies guided by client-specific investment policy statements. The firm employs a combination of charting, fundamental and quantitative analysis, and modern portfolio theory, operating under discretionary authority with quarterly portfolio reviews.

Rosario Chacon is a CFP® professional with eight years of experience in financial advising and currently operates as the sole advisor at Wealth-Source Financial in Oakland, CA. Prior to establishing Wealth-Source Financial, she worked at Mission Economic Development Agency and Personal Financial Consultants. In addition to her advisory role, she works seasonally as a tax preparer. Wealth-Source Financial is an independent registered investment adviser serving individual clients with tailored portfolio management and comprehensive financial planning services. The firm emphasizes long-term asset allocation and passive management with index funds and ETFs, and it also offers public education through courses and seminars, alongside one-on-one advisory work.

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 the sole advisor at Christian Curry Batchelder, CFP, an independent advisory firm based in Oakland, CA. He holds the CFP® designation and has 32 years of industry experience, having operated his practice since 1987. The firm provides comprehensive financial planning and discretionary portfolio management for private investors, families, personal trusts, and estates. It employs a proprietary discovery and planning process that integrates financial analysis with clients’ attitudes toward money and legacy, managing portfolios on a discretionary basis with mutual funds and third-party managers.

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.

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.

Suresh Donthineni is a financial advisor at Olympia Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Investment Advisors and Cetera Financial Specialists. Donthineni is also a licensed CPA and owner of an accounting firm, Davis Sharma Donthineni PC, where he provides tax and accounting services, and he serves as a licensed health insurance agent. Olympia Wealth Management is an independent registered investment adviser managing approximately $18.5 million for a small client base that includes individual investors, high-net-worth clients, trusts, and business entities. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a range of investment methods tailored to client goals and risk tolerance, and provides ERISA consulting and fiduciary services for qualified plans.

Beth Williams is a financial advisor at Future Wallet with a Series 65 designation and two years of industry experience. She previously worked at Google LLC and UC Berkeley-Haas in various roles between 2016 and 2022. Future Wallet is an independent firm offering fee-only investment management, financial planning, coaching, and educational seminars for individuals, high-net-worth clients, and corporations. The firm employs a mix of passive and active funds guided by modern portfolio theory, often incorporating third-party managers, and emphasizes client education through public seminars and speaking engagements.

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.

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.