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.

Robert Rogers is the sole advisor at Phingers and Toze Investments, LLC in San Francisco, CA, holding Series 63 and Series 66 designations with 29 years of industry experience. He has been with the firm since 1997. Phingers and Toze Investments provides discretionary and non-discretionary portfolio management and investment advice primarily for high-net-worth individual clients, using both fundamental and technical analysis across a range of strategies tailored to client objectives. The firm maintains client accounts at Charles Schwab and manages a highly concentrated client base with individualized account relationships.

Malcolm Greenhill is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Sterling Futures since 2006. He is also the principal and 100% owner of Sterling Futures Insurance & Financial Services, where he dedicates part of his time to insurance sales. Sterling Futures advises individuals, pension plans, and corporate clients, offering portfolio supervision, financial and retirement planning, estate planning, employee benefits consulting, and pension consulting. The firm combines third-party model allocations with direct selection of securities and employs automated quarterly rebalancing, with most client assets custodied and traded through SEI.

Monib Khademi is the principal of Cypress Praxis, LLC, an independent advisory firm located in San Rafael, CA. He holds a Series 65 credential and has 14 years of industry experience. Khademi has been with Cypress Praxis since its founding in 1992. He also has a history of long-term pro bono service on nonprofit and education boards. Cypress Praxis serves a selective group of primarily high-net-worth individuals and families, providing discretionary portfolio management, financial consulting, and education. The firm employs a proprietary Strategic Portfolio Design™ process that focuses on asset allocation, tax-managed indexing, and investor behavior coaching while offering virtual family-office capabilities for large households.

Aaron Hattenbach is a CFP® certified financial advisor with 13 years of industry experience. He is the principal at Rapport Financial, LLC, an independent firm he has led since 2016. Prior to founding Rapport Financial, he worked at Emerson Equity LLC, Bank of America, and Merrill. He is also licensed as an insurance agent with Synchronize to assist clients with life, disability, and long-term insurance planning. Rapport Financial provides comprehensive financial planning and wealth management services to individuals, families, trusts, charitable organizations, and retirement and pension plans, with a particular focus on doctors and business owners. The firm combines passive and fundamental portfolio management within a modern-portfolio framework and offers access to private alternative investments and institutional plan consulting.

Robert Shutzer is the sole advisor at Shutzer Investments, LLC in San Francisco, CA, holding Series 63 and Series 65 credentials with 24 years of industry experience. His career includes roles at J.P. Morgan Securities and several wealth management firms before founding Shutzer Investments in 2019. Shutzer Investments provides portfolio management and institutional consulting, serving individuals, high-net-worth clients, and institutions. The firm employs a mix of fundamental, technical, and cyclical analysis and incorporates higher-risk strategies such as short sales, margin transactions, and options writing while maintaining documented Investment Policy Statements and conducting regular account reviews.

Renee Conrady is a financial advisor at Wasi with 22 years of industry experience. She holds the Series 65 designation and has been affiliated with Western Annuity Services, Inc. since 2000. Western Annuity Services, Inc. provides investment advisory and asset management services primarily to individuals with retirement accounts, including employees of not-for-profit organizations and self-employed persons. The firm focuses on constructing diversified portfolios of mutual funds and ETFs using a long-term buy-and-hold strategy combined with fundamental, technical, and cyclical analysis.

John Girton is the sole advisor at Girton Capital Management, Inc. in Larkspur, CA, holding the CFA® designation and Series 63 license with 27 years of industry experience. He has led Girton Capital Management since its founding in 1998. Girton Capital Management provides individualized portfolio management and periodic hourly consultations for individuals, trusts, retirement accounts, corporations, foundations, and pension and profit-sharing plans. The firm employs a research-driven investment approach focused on fundamental analysis, emphasizing socially responsible investment themes, and manages diversified portfolios with a growth-at-a-reasonable-price orientation.

Izabel Arnold is a financial advisor at Arnie Advisors LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Sepio Capital, LLC from 2017 to 2021. Arnie Advisors primarily serves employer-sponsored retirement plans, offering retirement plan consulting and automated investment advice through a proprietary online platform. The firm uses quantitative, algorithm-driven portfolio optimization to manage participant portfolios on a discretionary, automatically rebalanced basis and operates as an internet-first investment manager for ERISA plans.

Nathan Eddinger is a CFP® professional with 13 years of experience in the financial advisory industry. He is the sole advisor and founder of Woven Prosperity, an independent registered investment adviser based in San Francisco, CA. In addition to his advisory role, he provides financial administrative and operational support to other financial advisors on a limited basis. Woven Prosperity offers financial planning, consulting, and discretionary portfolio management primarily for individual and high-net-worth clients. The firm uses individualized asset allocation informed by third-party research and computer models, managing simplified portfolios with a focus on ETFs and mutual funds, and serves a notable international client base.

Akram Omari is a CPA and investment advisor based in San Francisco, with over 7 years of industry experience. He has owned and operated Akram M. Omari CPA, an accounting firm, since 1975. Akram M. Omari CPA provides investment management and tax planning services primarily to its accounting and tax clients, including individuals, IRA owners, and pension plan investors. The firm follows a long-term, diversified investment approach utilizing no-load mutual funds, ETFs, and select individual equities, managing approximately $85–87 million in client assets as of March 2025.

John Vreeland is a CFP® with 22 years of experience in the financial advisory industry. He is the sole advisor at Fairlead Financial Advisors, LLC, an independent firm he has been with since 2004. Fairlead Financial Advisors provides discretionary portfolio management along with financial, estate, and business planning services to individuals, trusts, charitable organizations, foundations, and closely held entities. The firm manages approximately $95 million using mutual funds, ETFs, and individual securities, applying institutional-style manager due diligence and offering specialized services for charitable clients.

Gary Hooker is a financial advisor with Diversified Planning Concepts, Inc. in Corte Madera, CA. He holds the ChFC® designation and Series 63 license and has 42 years of industry experience. He has been with Diversified Planning Concepts since 1985 and owns the registered investment advisory firm. Diversified Planning Concepts provides estate and financial advisory services to individuals, couples, and certain pension plans, trusts, and estates. The firm employs broadly diversified investment programs with an emphasis on capital preservation and inflation risk management, serving primarily high-net-worth clients, salaried executives, small business owners, and retirees.

William Van Cleve is a financial advisor at Slipstream Wealth Planning LLC in San Francisco, CA, holding Series 65 and Series 63 licenses with seven years of industry experience. He worked at J.P. Morgan from 2017 to 2024 before founding his independent firm in 2026. Van Cleve completed his education at Princeton University from 2013 to 2017. Slipstream Wealth Planning LLC provides comprehensive financial planning and discretionary and non-discretionary investment management to individuals, high-net-worth individuals, and families. The firm emphasizes financial planning as a core service and offers investment management as an integrated, optional element with a focus on broadly diversified, low-cost portfolios using passive strategies and modern portfolio theory.

Roman Polnar is a financial advisor at Pillar6 Advisors, LLC in San Francisco, CA, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pillar6 Advisors since 2010. Additionally, he is a licensed insurance agent in California. Pillar6 Advisors provides portfolio management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm employs both fundamental and technical analysis, offering tailored investment strategies and regular portfolio monitoring on a discretionary or non-discretionary basis.

Matthew Shelton is the principal advisor at Shelton Financial Advisors, LLC, an independent firm based in Mill Valley, CA. He holds a Series 63 designation and has 25 years of experience in the financial industry, operating his own advisory business since 2000. Shelton has led Shelton Financial Advisors since its founding in 2001. Shelton Financial Advisors, LLC provides discretionary portfolio management and investment advice primarily to high-net-worth individuals. The firm employs a globally diversified, buy-and-hold investment approach across equities and fixed income, tailoring allocations based on each client’s risk tolerance, age, and net worth.

Joe Caldwell is a CFA® charterholder with 24 years of industry experience. He has been the principal advisor at The Investment and Philanthropy Corporation in Sausalito, CA since 2001. The Investment and Philanthropy Corporation provides investment supervisory and portfolio management services to individuals, high-net-worth clients, charitable institutions, profit-sharing plans, private foundations, endowments, and trusts. The firm uses a broadly diversified strategy focused on exchange-traded funds and individual stocks, supported by a proprietary statistical model called the PentaMarket, and emphasizes tailored allocations and limited trading to manage costs and tax effects.

George Paul is a financial advisor at NAV Financial, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Dfinity, Rubrik, iUNU, and Ruckus Wireless, reflecting a background in technology and engineering. NAV Financial provides comprehensive financial planning services to high-net-worth individuals, charitable organizations, and businesses. The firm focuses on written or electronic financial plans covering areas such as business, retirement, estate, tax, and risk management, using a combination of fundamental, technical, cyclical, and charting methods aligned with modern portfolio theory and a passive allocation approach.

Hello, my name is Mike Biggica. I grew up in New York, worked on Wall Street for many years and moved to the Bay Area. Living and working in two major metropolises, I understand a busy lifestyle, the high cost of living and financial complexities that go along with it. Among the chaos, sometimes the world’s agenda overcome yours – my value is bringing focus and priority to your goals as a trusted advisor. As the founder of Pixel Financial Planning, LLC, it is a privilege to connect with clients and share in their journey. My days are filled with announcements and pictures of major milestones, including newborns, new homes, graduations, new jobs, vacations, retirement and much more. As life changes, new goals, challenges, opportunities emerge emphasizing that financial planning is an ongoing process, not a one-time event. My goal is to provide you with empowerment, education, confidence, smart decision-making and peace of mind as you navigate life’s course.

Ryan Jue is a CFA® charterholder and financial advisor at Ursa Financial, LLC with six years of industry experience. He has worked at Ursa Financial since 2019 and is also the co-founder and CEO of Ursa Technologies, Inc. Prior to that, he held roles at Trim D.B.A Ask Benjamin, Inc. and Lumos Labs. Ursa Financial provides mobile, app-based portfolio management to retail clients through a discretionary wrap-fee program focused on programmatic portfolio construction and automated management. The firm offers personalized portfolios of large-cap U.S. stocks using fundamental and cyclical analysis combined with modern portfolio theory, delivered exclusively via the Ursa App.