Joseph Aldridge is the sole advisor at JLA Investment Management in Oakland, CA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has led JLA Investment Management since 2014. Outside of his advisory work, he is involved in retail by selling antiques and collectibles, including vintage Hawaiian shirts. JLA Investment Management provides discretionary portfolio management and financial consulting to a limited client base consisting of individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes customized portfolio allocations using stocks, bonds, ETFs, mutual funds, and non-speculative options, avoiding margin, cryptocurrencies, and penny stocks.

Ronald Lee is a CFA® charterholder and holds a Series 63 license with nine years of industry experience. He has been the sole advisor at Invision Capital Advisor, LLC since 2015. In addition to his advisory role, Mr. Lee occasionally provides independent business and financial consulting to small and medium-sized businesses and startups. Invision Capital Advisor, LLC offers investment advisory and financial planning services to individuals, trusts, endowments, qualified retirement plan sponsors, charitable organizations, and business entities. The firm employs a global asset allocation strategy combined with active stock selection and provides tailored portfolio management alongside retirement, estate, and educational planning services.

Han Liu is a CFA® charterholder and the sole advisor at Banyan Lake Capital LLC with one year of industry experience. Prior to founding Banyan Lake Capital, he worked at Amazon for three years and held positions at Boosted Commerce, Universal Audio, Lair East Labs Accelerator, Columbia Business School, and DBS Bank. Banyan Lake Capital provides discretionary asset management, financial planning, and consulting services for individuals, high-net-worth clients, and business entities. The firm employs a goal-based, discretionary investment approach that includes fundamental and technical analysis, Monte Carlo planning, and a range of strategies from long-term holdings to shorter-term trades, focusing on a limited clientele with performance-based fee options and educational seminars.

Kevin Gilmore is a financial advisor at Gilmore Financial Services, LLC in San Mateo, CA, with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Signator Investors, Inc. He is also the owner of Gilmore & Assoc. CPA's and serves on the board of directors for the charitable organization Mission Hospice & Home Care. Gilmore Financial Services provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a primarily non-discretionary approach to portfolio management and integrates affiliated accounting and tax consulting services alongside third-party fixed-income sub-advisory support.

Donald Hansen Jr. is a financial advisor at A & L Personal Business Management, LLC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America, N.A. for over a decade. He is also licensed as an insurance agent, though he spends minimal time on insurance sales. A & L Personal Business Management provides asset management and comprehensive portfolio services to individuals, trusts, estates, and business entities, with a focus on primarily non-discretionary management. The firm uses a range of analytical methods and investment strategies while emphasizing client-directed decisions.

I’m Sheila McGinn, a CERTIFIED FINANCIAL PLANNER™ professional, and founder of Brightview Financial. I spent over 20 years working in the tech industry, and I know the challenges you’re facing right now. I’ve walked your same path, so I understand how frustrating it can be to take every financial step with a feeling of uncertainty. Brightview Financial Solutions serves clients in the San Francisco Bay Area and beyond. Investment Management and Comprehensive Financial Planning are the core of our service offering. This means evaluating your unique circumstances and working with you to develop and implement a financial plan designed to help you achieve financial goals. We can help you: • Define your financial and life goals and then implement a plan for reaching them. • Stay focused on current spending goals so you can reach your long-term saving goals. • Optimize the myriad types of employer equity compensation such as ISOs, NQSOs, RSUs, and ESPPs. • Develop a long-term investment strategy that is appropriate for your timeframe and risk tolerance. • Prepare for the risks you don't anticipate.

Samer Habl is the sole advisor at Fingage Advisors LLC in San Francisco, CA, holding a Series 65 designation with nine years of industry experience. He is also President of Fingage Holdings Inc., the parent company that develops and owns the technology and investment models used by his advisory firm, splitting his time between overseeing technological development and client advisory services. Fingage Advisors serves individual retail investors, retirement plan participants, and trusts through an online platform focused on retirement objectives, using proprietary investment technology that combines modern portfolio theory with Monte Carlo simulations and a GARCH risk model to deliver personalized, goal-based glidepaths and portfolio recommendations.

Mira Ma is a CFP® professional with 25 years of experience in financial planning. She is the principal advisor at Marim Wealth Planning, where she has worked since 2023, following eight years at Aspire Planning Associates, Inc. Marim Wealth Planning serves individual and high-net-worth clients with fee-only financial planning and discretionary investment management, offering tailored services including retirement, estate, insurance, tax, and rental real estate planning. The firm combines fundamental and technical investment analysis with a focus on personalized asset allocation and risk management.

Edward So is the sole advisor at Golden State Advisors, LLC, an independent firm based in San Mateo, CA. He holds Series 63 and Series 65 designations and has 26 years of industry experience, with 18 years at his current firm. Outside of investment advising, he works as an independent insurance agent and is also involved in real estate sales as part of Progressive Realty Group. Golden State Advisors LLC manages discretionary, asset-based portfolios for individuals, trusts, corporations, and charities. The firm employs a mix of mutual funds, ETFs, stocks, and bonds across U.S. and international markets, using fundamental, technical, and charting analyses to tailor strategies for growth, income, or trading objectives.

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.

Lorne Abramson is the principal of Abramson Financial Planning, LLC, an independent firm based in Burlingame, CA. He holds the CFP® and CFA® designations and has 23 years of industry experience, including 17 years at Elm Advisors, LLC. Abramson Financial Planning provides comprehensive financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers written and electronic financial plans without providing investment management or custody of client assets, focusing instead on investment recommendations and coordinated retirement planning using third-party software.

Louis Barberini is a financial advisor at Tre Api Wealth Management, LLC in San Francisco, holding the PFS™ designation and Series 63 license with 10 years of industry experience. Before entering financial services, he worked for over two decades with the San Francisco Police Department. He also writes an independent Substack column covering crime, corruption, tax, economy, and investor psychology. Tre Api Wealth Management offers customized portfolio management primarily to individuals and high-net-worth clients, employing a combination of fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading approach. The firm manages approximately $52 million in client assets across around 40 relationships, typically using discretionary trading authority.

Monroe Wealth Management is a financial planning firm that specializes with tech employees and business owners. Services include: IPO Event Planning (Pre and Post IPO) Public and Private Equity Compensation ISO, NSO, RSU, RSA, ESPP, etc. Concentrated Stock Strategies Cash Flow Optimization Real Estate Investing Tax Mitigation Strategies Retirement Planning College and Education Planning Family Planning Philanthropy Behavioral Finance and Financial Wellness Coaching Investment Management

Michael Hannon is a CFP® and ChFC® with 33 years of industry experience. He is the sole advisor at Delta Capital Investments, LLC, an independent firm he has led since 1995. In addition to his advisory role, Mr. Hannon works as a Captain and pilot for Alaska Airlines/Virgin America Airlines, spending about one-third of his time in that capacity. Delta Capital Investments advises approximately 140 clients with a focus on model-based asset allocation and financial planning, including pension consulting and 401(k) plan assistance. The firm utilizes third-party managers for portfolio management and trade execution, emphasizing Modern Portfolio Theory and broad diversification over discretionary trading.

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.

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.

Sabrina Lowell is a CFP® professional with 19 years of industry experience, currently serving as the principal advisor at Second Summit Wealth Management, LLC. Her prior roles include positions at Fort Point Capital Partners LLC, Private Ocean, and Mosaic Financial Partners, Inc. Outside of financial advising, she provides life coaching and serves as a Nominating Committee Member for The Olympic Club, as well as a Dean for the Financial Planning Association Residency Program. Second Summit Wealth Management offers financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, managing approximately $122 million in client assets. The firm utilizes Modern Portfolio Theory to construct model portfolios and employs systematic tax-loss harvesting, while providing consolidated reporting that includes assets held outside primary custodians.

James Wang is a financial advisor at Bixy Wealth LLC with one year of industry experience. He holds a Series 65 designation and has held roles at OKTA, Inc., BILL Holdings, Velocity Global, 317 Labs, Twilio, and Cisco Systems. Outside of advising, he serves as Senior Director of Revenue Strategy at OKTA, Inc. Bixy Wealth LLC provides fee-only financial planning services to individuals and high-net-worth clients, emphasizing Modern Portfolio Theory, strategic asset allocation, and passive investment vehicles. The firm offers comprehensive planning without discretionary management or custody of client assets.

C. Eric Buonassisi is a financial advisor with Forest Hill Financial Advisory Group LLC in San Francisco, CA, holding a Series 66 designation and 22 years of industry experience. He has worked with Magellan Consulting Group and Forest Hill Financial Advisory Group LLC since 2006. Forest Hill Financial Advisory Group provides discretionary portfolio management and standalone financial planning for individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs both fundamental and technical analysis, offering strategies ranging from long-term buy-and-hold to active trading and uses options and derivatives in separately managed accounts.

Kenneth Winn is a financial advisor with Dunhill & Company, LLC in San Francisco, CA, holding Series 65 and Series 66 licenses and 21 years of industry experience. He has worked at Emerson Equity LLC, US Capital Global Securities, and Laidlaw and Company before his current role at Dunhill & Company. Dunhill & Company is an independent registered investment adviser that offers discretionary portfolio management, financial planning, and consulting for individuals, high-net-worth clients, corporations, and businesses. The firm uses tailored model portfolios and third-party managers, employing fundamental and technical analysis alongside modern portfolio theory, with an investment approach that includes alternative assets and real estate-related services.