Robert Harden is a financial advisor with Silicon Valley Capital Management in San Francisco, CA, holding a Series 63 designation and over 30 years of industry experience. He has been with Silicon Valley Capital Management since 1995. Silicon Valley Capital Management provides comprehensive securities investment management for individuals, families, trusts, and small companies. The firm employs a top-down, macro-driven investment approach focused on secular trends and offers services including portfolio management, tax and financial planning coordination, and specialized programs such as 10b5 plan administration and 529 college funding.

Caxton Rhodes is the sole advisor at Rhodes Consulting Group LLC, an independent firm based in Orinda, CA. He holds a Series 65 designation and has 15 years of industry experience. Since founding Rhodes Consulting Group in 2006, he has focused on providing personalized investment counseling and portfolio management. Rhodes Consulting Group LLC is a fee-only investment adviser serving individuals, trusts, accredited investors, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a client-oriented, long-term, global investment approach that combines fundamental and technical analysis to build diversified portfolios emphasizing cost efficiency and tax considerations.

Raj Brahmbhatt is the sole advisor at Aldabra Capital Management and holds a Series 65 credential with six years of industry experience. He has been with Aldabra Capital Management since 2020 and concurrently serves as a senior director in global marketing at Visa Inc., a payment technology company. Aldabra Capital Management provides discretionary investment management primarily to individuals, small businesses, trusts, estates, and IRAs through separately managed accounts. The firm employs a concentrated, high-conviction equity strategy focused on publicly traded companies with durable economics and long-term growth potential, managing a small client base with a uniform portfolio approach.

Claudia Fitch is the principal of Fitch Financial Advisors LLC in San Francisco, where she has provided financial advisory services for 23 years. She holds the CFP® designation and Series 63 license. In addition to her advisory work, she manages a tax preparation and representation business. Fitch Financial Advisors LLC offers financial planning, investment planning, and portfolio management services alongside tax preparation and representation for individuals and related entities. The firm provides both finite financial planning projects and ongoing engagements, employing an active, medium-to-long-term investment approach primarily using managed vehicles such as mutual funds and ETFs.

Jeffrey Milewski is a financial advisor at Moat Capital in San Francisco, holding a Series 65 credential with two years of industry experience. He serves as CEO of a financial technology company focused on stablecoins and teaches online courses at Creighton University’s Heider College of Business. Milewski’s prior experience includes roles at Goss & Associates and the Glo Development Foundation. Moat Capital provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses fundamental analysis to develop customized portfolios primarily composed of exchange-traded funds, individual stocks, bonds, and options, emphasizing ongoing client communication and tax-aware portfolio management.

Greg is a Fee Only Financial Advisor, supporting clients through all phases of financial life. Specializing in Employee Equity Compensation Planning, Greg helps clients understand their options related to ISOs, NQSOs, RSUs, ESPPs and more, working with clients to understand how to use their benefits to achieve their financial goals. Whether you have one or many financial questions, and need help deciphering your options, Greg can help you navigate your financial decision making.

Kimun Lee is the sole advisor at Lee, Kimun with six years of industry experience. He has extensive prior experience dating back to 1980 under the business name Resources Consolidated. Lee serves as a director or trustee on multiple investment fund boards, including Firsthand Technology Value Fund and FundX Investment Trust. Lee, Kimun is an independent firm providing discretionary portfolio management to approximately 55 clients with about $38 million in assets under management. The firm employs a fundamental analysis investment process with discretionary authority over trading and broker selection, offering a broad range of investment instruments and accommodating a variety of client types.

Laura Chernov is a CFP® professional with 19 years of industry experience. She is the founder of Balanced Financial Advisors and has previously worked at WealthSource Partners, Goldman Sachs PFM, and United Capital. She also serves as a Managing Director and investment adviser representative at Wealth Source. Balanced Financial Advisors provides portfolio management and financial planning for individual and high-net-worth clients, using model allocations based on Modern Portfolio Theory. The firm typically manages accounts on a discretionary basis and advises clients on a range of investment types, including ETFs, REITs, annuities, and private placements.

Alsida Canton is a financial advisor at CLBI Investments Inc with 13 years of industry experience. She has been with CLBI Investments Inc since 1988. CLBI Investments Inc provides discretionary investment management and related portfolio services to a focused client base including individuals, trusts, charitable organizations, pension and profit-sharing plans, and certain corporate clients. The firm employs an opportunistic investment approach within a conservative framework emphasizing capital preservation, using fundamental, technical, and cyclical analysis along with asset allocation when appropriate.

Joseph Gallagher is a financial advisor at Pacific Crest Asset Management LLC with 31 years of industry experience. He holds a Series 65 designation and previously worked at Dorsey Capital Management and Kimun Lee. Pacific Crest Asset Management LLC provides discretionary portfolio management and prepares Investment Policy Statements tailored to clients’ goals, tax considerations, and risk tolerances. The firm employs a mix of analytic techniques and implements long-term purchase strategies across equities, fixed income, and ETFs, managing client assets internally without third-party managers.

Kathleen Hentges is the principal and managing member of Applied Advisor, an independent firm based in San Francisco. She holds the CFP® designation and Series 65 license, with 22 years of industry experience. Since 2009, she has operated Applied Advisor, providing financial planning and tax preparation services. In addition to advisory work, Ms. Hentges offers tax preparation services as a registered tax preparer. Applied Advisor provides fee-only, project-based financial planning and tax preparation to individuals and families with invested assets up to $5 million. The firm serves primarily pre-retired, salaried professionals and employs a buy-and-hold investment approach using no-load mutual funds and ETFs, delivering advice on an hourly or project basis without ongoing portfolio management or AUM fees.

Valerie Gospodarek is a CFA® charterholder with 18 years of experience in financial advising. She is the principal of VG Financial Consulting, LLC, an independent firm she has led since 2017. Her prior roles include positions at Schmerling Financial Group, Garrison Murphy Wealth Management, and VR Advisors. VG Financial Consulting serves individuals, families, and financial professionals, particularly executives with stock-based compensation who may not meet traditional wealth management asset thresholds. The firm focuses on financial organizing, comprehensive planning, and implementation coaching without managing client assets, offering specialized services such as stock option modeling and cost-basis research.

Steven Toomey is the sole advisor at Wholeness Financial in Richmond, California, holding Series 63, 65, and 66 licenses with three years of industry experience. Prior to founding Wholeness Financial, he has held various roles including at Wells Fargo Investments and Morgan Stanley. Outside of financial advising, Toomey serves as CFO of Snout, Inc., a wellness payment plan business for veterinary clinics. Wholeness Financial is a California-registered investment adviser offering integrated financial planning and investment management services to individuals, trusts, small businesses, charitable organizations, and pension/profit-sharing plans. The firm develops personalized financial plans which guide discretionary investment management with an emphasis on asset allocation, automatic rebalancing, and ongoing portfolio monitoring.

Alvaro Illan Fernandez is a CFP® professional with five years of industry experience. He is the sole advisor at TrigoFi, an independent firm based in Emeryville, CA. Prior to founding TrigoFi, he worked at A&M Investment Management LLC for five years and took a two-year career break. He also provides non-investment-related consulting services to FTI Consulting, focusing on financial fraud expert reports and supply chain risk mitigation. Trigofi offers integrated wealth management to a very small client base, combining investment management and financial planning into a single service. The firm emphasizes strategic asset allocation and passive, index-based portfolios tailored through bespoke Investment Policies, primarily using low-cost ETFs with a long-term, low-turnover approach.

Thomas Lloyd Butler is a Series 65-licensed financial advisor at TL-B Capital Management in San Francisco, CA, with two years of experience. He is also the Vice-President of Grand Jean Capital, where he has worked since 2010. TL-B Capital Management is an independent registered investment adviser serving individuals, high-net-worth clients, and charitable organizations. The firm offers discretionary portfolio management focused on mutual funds, equities, and ETFs, using cyclical, fundamental, and technical analysis across both long-term and short-term trading strategies.

Kevin Cheeks is a CERTIFIED FINANCIAL PLANNER™ professional specializing in equity compensation, tax-efficient financial planning, direct indexing and socially conscious investing. With close to two decades of experience in wealth management, Kevin has worked at several of the largest financial services firms such as Bank of America, Wells Fargo and Charles Schwab. While at Schwab, Kevin was responsible for advising stock plan participants at some of the largest tech companies in the San Francisco Bay Area, such as Apple, Facebook (Meta), Google (Alphabet), Twitter, Uber, and many others. In 2020 Kevin joined forces with several colleagues to help launch ECHO45, a boutique Registered Investment Advisor (RIA), where he served as the firm’s Chief Compliance Officer and Director of Planning Services, in addition to continuing to serve as a Financial Advisor to his own book of clients. 2020 proved to be not only an interesting time to launch a new firm, but also a historically important period in our country and around the world. After 2 years of helping to build and grow ECHO45, Kevin felt a calling to be doing something more. Having been brought up in a home with parents who served in the Peace Core, participated in the civil rights demonstrations in the 1960’s and were active in grassroots political campaigns, Kevin felt it was time to align his work with his ethos. “ImpactFI was born from the idea of creating a platform where investors can make a difference in the world around them while simultaneously accomplishing their own financial goals. Making money and making an impact don’t have to be mutually exclusive.” In April of 2022, ImpactFI opened its virtual doors for business. When he’s not helping clients accomplish their financial and altruistic goals, Kevin and his partner, Sejal, enjoy taking advantage of life in the Bay Area with their dog, Nullah. An avid traveler and board sport enthusiast, from snowboarding in Canada to surfing in Sri Lanka, Kevin has visited 24 countries so far and looks forward to growing that list even longer. He’s also a self-proclaimed points and miles nerd. In 2019, he had the great fortune of being able to go on a surf and yoga themed sabbatical, during which he flew around the world, visiting 7 countries along the way, flying entirely in business class and almost entirely on points and miles! Read Kevin's blog here: https://impact-fi.com/blog

Keo Chao is a CFP® and Series 66-registered financial advisor with 17 years of industry experience. He is the sole advisor at Point4ward Financial Planning, where he has worked since 2020. His prior experience includes roles at Prudential and Cathleen Petersen EA. Point4ward Financial Planning offers tailored investment management and financial planning services to individual clients, focusing on both project-based advice and comprehensive one-year planning engagements. The firm employs a primarily passive, asset-class based investment approach supplemented by fundamental security analysis and utilizes model portfolios from a sub-advisor as part of its strategy.

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.

Dana Nelson is a CFP® professional with 21 years of experience in the financial services industry. He is the principal at Truetide Wealth, LLC, an independent advisory firm he has led since 2018. Prior to founding Truetide Wealth, he was associated with Bell Investment Advisors, Inc. for over two decades, where he currently provides consulting to other investment adviser representatives. Truetide Wealth offers tailored investment management and comprehensive financial planning services to individuals, high-net-worth clients, pension plans, charitable organizations, and businesses. The firm combines passive and active strategies based on client goals and risk tolerance, managing accounts primarily on a discretionary basis with regular portfolio reviews.

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.