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.

Cathy Jackson Gent is a financial advisor at Global Investment Company with over 35 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors and OZI Company. Outside of her financial advisory work, she is involved in several nonprofit and community organizations, including serving as a founding member of the Women's Chamber of Commerce and holding leadership roles with local transportation and small business advisory councils. Global Investment Company serves individual and institutional clients, including municipalities, retirement plans, and charitable organizations, providing portfolio management, financial planning, consulting, and employee benefit plan advisory services. The firm uses model allocations and third-party money managers to implement portfolios and offers a monthly newsletter with market and regulatory commentary.

Barbara Gault is a CFP®-designated financial advisor with 10 years of industry experience. She is the principal of Barbara S. Gault, an independent firm based in Sausalito, CA, and has been working in the financial services field since 2003, including a brief tenure at Northern Trust Securities, Inc. She offers seminars for groups and associations as part of her professional activities. Barbara S. Gault provides investment management and comprehensive financial planning to individual clients, family groups, and owner-operated small businesses. The firm emphasizes a long-term investment approach using no-load, low-cost mutual funds and ETFs, supported by third-party research, and manages approximately $14 million in assets across a limited number of client relationships.

Jack Chang is a CFP® with 21 years of experience in financial services. He is the principal of TaiBay Wealth Management LLC, an independent firm he has led since 2021. His prior roles include positions at Woodbury Financial Services and Questar Capital Corporation. Chang is also the owner of JLC Financial Services, where he assists clients with life, long-term care, and disability insurance. TaiBay Wealth Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing a mix of fundamental analysis and modern portfolio theory. The firm emphasizes a global investment approach, incorporating non-U.S. securities and various asset classes under discretionary authority.

Justin Ward is a CFP® and holds a Series 66 license with three years of industry experience. He is the sole advisor at Compass Wealth Planning LLC in Pleasant Hill, CA, having previously worked at Raymond James Financial Services Advisors and Summit Financial Group. Outside of his advisory role, he supports Summit Financial Group by assisting with client engagement and investment research. Compass Wealth Planning LLC serves individual and high-net-worth clients as well as qualified retirement plans, offering discretionary asset management, comprehensive financial planning, and ERISA plan-level support. The firm employs fundamental analysis and Modern Portfolio Theory to create customized portfolios managed on a discretionary basis with regular reviews and tax-loss harvesting.

Glen Davenport is the principal advisor at Davenport Wealth Advisors in Castro Valley, CA, with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has led his independent firm since 2015. In addition to his advisory role, he is a licensed insurance agent. Davenport Wealth Advisors serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm uses diversified, risk-based allocations with institutional mutual funds and passive ETFs, emphasizing small- and value-tilts, and typically manages client assets on a non-discretionary basis.

David Carroll is a financial advisor at Palisade Financial in Orinda, CA, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Palisade Financial since 2011. Palisade Financial is an independent registered investment adviser that provides discretionary portfolio management and advisory services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and typically seeks discretionary trading authority, employing a range of instruments and higher-risk trading techniques.

Robert Dawson is a financial advisor with Dawson Investment Management in Walnut Creek, CA, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at LPL Financial and Ameriprise Financial Services. Dawson Investment Management provides investment advisory and wealth management services to individual and high-net-worth clients, focusing on customized, primarily long-term strategies implemented on a discretionary basis. The firm offers a range of portfolio options including mutual funds, ETFs, individual securities, and unit investment trusts, and features a wrap fee program that combines transaction, custody, and administrative costs into its asset-based advisory fee.

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.

Martin Johnson is the principal of 361 Financial Planning, Inc. in Walnut Creek, CA, and holds Series 65 and Series 63 licenses with 31 years of industry experience. He also serves as president and managing attorney of 360 Estate Planning, Inc., providing legal services in estate planning and related areas, and works as an associate director and finance coach for MBA students at the University of Notre Dame. 361 Financial Planning offers wealth management and portfolio management services to individuals, high-net-worth clients, trusts, and estates. The firm employs a primarily long-term investment approach using mutual funds, ETFs, individual bonds, and outside managers, with assets managed on a non-discretionary basis requiring client approval before trades.

David Tepper is the sole advisor at Tepper Capital Management, an independent firm based in San Francisco. He holds 36 years of experience in the industry and has managed his own firm since 1990. Tepper Capital Management provides discretionary investment management services to a small client base, including individuals, trusts, retirement plans, and a limited number of corporate clients. The firm emphasizes tailored portfolios that utilize closed-end funds and a combination of charting, fundamental, technical, and cyclical analysis.

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.

Jun Zhu is a CFA® charterholder and the sole advisor at Crystal Investment Management, where he has worked since 2010, accumulating 16 years of industry experience. He operates a separate business selling proprietary asset allocation signals to other advisors, generated through an automated computer program. Crystal Investment Management is an independent registered investment adviser that provides financial planning and discretionary investment management to individuals, high-net-worth clients, and institutions. The firm combines fundamental and quantitative methods, employing global macro and tactical asset allocation strategies alongside a long/short statistical-arbitrage approach.

Patrick O'Brien is the sole advisor at Jackson Peak Capital LLC in Lafayette, CA, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Serent Capital and JP Morgan Securities LLC. Jackson Peak Capital LLC provides discretionary portfolio management to individuals, high-net-worth clients, and select institutional clients. The firm employs a comprehensive investment process that includes fundamental, cyclical, quantitative, and technical analysis, managing accounts on a discretionary basis in accordance with client-specific Investment Policy Statements.

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.

Ty Rollins is the sole advisor at Ty Rollins, Inc. in Walnut Creek, CA, holding a Series 65 designation with three years of industry experience. Prior to founding his firm, he worked for 25 years at AT&T Services, Inc. and also operates One Source Lighting, Inc. since 2019. Ty Rollins, Inc. provides fee-only financial planning services to individuals and high-net-worth clients, focusing on comprehensive written or electronic plans and ongoing support. The firm does not offer investment management or custody of client funds and emphasizes passive portfolios with low-cost index funds and ETFs, along with tax-sensitive retirement planning topics. Services are billed as fixed or subscription fees, with compensation accepted only directly from clients.

Timothy Oshima is a CFP® with 13 years of experience in financial advising. He is the principal advisor at Acclaro Wealth Management, LLC, where he has worked since 2015, and he is also a co-owner of Simplera Benefits & Insurance Solutions. Outside of advising, he provides input on user interface and other aspects for a financial software development project. Acclaro Wealth Management offers investment management and financial planning to individuals, qualified retirement plans, trusts, and small businesses. The firm uses a disciplined approach that includes written Investment Policy Statements, ongoing monitoring, and a combination of fundamental, technical, and cyclical analysis, with implementation methods that may involve model portfolios, independent money managers, and wrap-fee arrangements.

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.