Oliver Richner is the sole advisor at Richner Capital LLC in San Francisco, holding a Series 65 credential with 16 years of industry experience. He has been with Richner Capital since 2009. Outside of his primary role, Richner Capital provides equity research to a third-party investment management company on an intermittent basis. Richner Capital serves pooled investment vehicles and institutional accounts as a general partner and discretionary investment manager. The firm employs a value-oriented approach focused on small- and mid-cap equities across U.S. and international markets, using long and short positions, derivatives, and leverage as part of its strategy.

Neville Richardson is a financial advisor with Alpha Private Wealth Advisors LLC in San Francisco, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to his current role, he was involved with Ruwa Entertainment LLC for seven years. He serves as vice chair on the board of Richmond College Prep. Alpha Private Wealth Advisors offers portfolio management, financial planning, and pension consulting primarily for high-net-worth individuals, trusts, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis and utilizes a range of investment strategies, including derivatives and borrowing, with a notable focus on ERISA-aware pension consulting and institutional portfolio management.

Matthew Gordon is a CFA® charterholder affiliated with Lobos Creek Investors LLC in San Francisco, CA, and has six years of industry experience. Prior to founding Lobos Creek Investors, he worked at Summitry, LLC for seven years, followed by positions at Golub Group and Grouse Rock, LLC. Lobos Creek Investors LLC provides discretionary asset management services primarily to individual and high-net-worth clients, focusing on fundamental equity analysis with a generally long-term investment orientation. The firm offers ongoing portfolio management tailored to client goals and risk tolerance.

Aleea McGuire is a CFP® with 40 years of experience in financial planning and advising, currently operating at Financial Services Group in San Francisco. Her career includes roles at Sandro Wealth Management LLC, OSAIC, and a long tenure at McGuire Financial Services Group. She is also a licensed agent in health, life, disability, and long-term care insurance. Financial Services Group is an independent, employee-owned registered adviser serving individuals and retirement plan sponsors. The firm provides comprehensive financial planning and consulting services with a non-discretionary, fiduciary investment approach that emphasizes strategic asset allocation and a multi-asset, multi-style portfolio construction.

Christina Empedocles is a CFP® with eight years of industry experience and currently the sole advisor at Insight Personal Finance in San Francisco, CA. She founded Smartly Collective Services, a personal finance educational company, which occupies a portion of her professional time. Prior to her current role, she operated Empedocles Design for over a decade. Insight Personal Finance serves individual clients, including those with higher net worth, providing comprehensive financial planning and referral-based investment advisory services. The firm focuses on a primarily passive, non-discretionary investment approach and offers educational seminars along with an online community in addition to traditional planning.

Nathan Roozee is a financial advisor at Crest Wealth Management LLC with 12 years of industry experience. He previously worked at Fidelity Investments and E*Trade Securities. Outside of his advisory role, he holds a 50% ownership in a small construction company where he manages bookkeeping, finances, and marketing. Crest Wealth Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a variety of investment strategies including fundamental and technical analysis, options trading, and offers both asset-based and hourly financial planning arrangements.

Sylvia Kwan is the Co-founder and Chief Investment Officer of SimplySmart Asset Management, with 25 years of industry experience. She holds the CFA® designation and Series 65 license. Ms. Kwan has worked at SimplySmart since 2010 and has been with Ellevest since 2015, dividing her time between New York and California. SimplySmart Asset Management is an independent firm offering discretionary, fee-based investment management primarily to individual investors and trusts. The firm focuses on yield and income generation while aiming to reduce fees, taxes, and portfolio risk through diversification, using a top-down, asset allocation-driven process with individually tailored global portfolios.

Daryoosh Khalilollahi is a CFP®-certified financial advisor with 18 years of industry experience. He is the principal of DABK Financial Planning Services, an independent firm he has operated since 1998. Outside of financial planning, he works full-time as a Principal Verification Engineer at Axonne Inc., specializing in integrated circuit design verification. DABK Financial Planning Services offers fee-only, non-discretionary financial planning and investment advice, primarily serving clients through hourly or flat-fee engagements. The firm’s client base includes individuals as well as various institutional and organizational entities, with a focus on research-based recommendations that avoid high-frequency trading and do not involve custody or discretionary authority.

Bomdad Nouredini is the sole advisor at BBN Management, LLC in San Francisco, holding a Series 65 credential with 17 years of industry experience. He has led BBN Management since 2008. In addition to his advisory role, Nouredini consults on outsourced financial modeling, forecasting, and analysis for operating companies and investment firms. BBN Management provides discretionary portfolio management primarily to individual and trust clients through separately managed accounts and operates a proprietary private pooled investment vehicle for accredited investors. The firm focuses on capital appreciation through fundamental research, investing in publicly traded securities with strategies that include concentrated positions, hedging, short-selling, and selective use of leverage, distinguishing it from many independent advisory firms.

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.

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.

Samuel Olesky is the principal advisor at Olesky Capital Management, LLC, an independent firm based in Mill Valley, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. In addition to his advisory role, he has been a faculty member at the University of California, Berkeley since 2003. Olesky Capital Management provides discretionary investment management focused on global strategic asset allocation for high-net-worth individuals, retirement plans, trusts, and investment partnerships. The firm employs a long-term, low-volatility approach using primarily ETFs and maintains a small client base with customized portfolio management and regular performance reviews.

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.

Marc Lieberman is a CFA® charterholder with 18 years of industry experience. He has been the principal advisor at Shorepine Wealth Management, LLC since 2017 and previously worked at Ashfield Capital Partners, LLC for 10 years. Shorepine Wealth Management serves high-net-worth individuals, trusts, foundations, endowments, and corporate clients by providing individualized investment portfolio management and financial planning. The firm employs an actively managed core portfolio strategy focused on mid-to-large cap U.S. equities supplemented by mutual funds, ETFs, bonds, and cash, using fundamental and technical analysis, and offers unique services including a private-placement real estate fund sponsorship and an educational seminar series titled "Wealth Creation Today."

Sarah Green is a financial advisor at Farm Girl Capital LLC in Albany, CA, holding the CFP® designation with 17 years of industry experience. She previously worked at North Berkeley Investment Partners and Transformative Wealth Management LLC. Green serves as a board member at Healing Tide, a nonprofit focused on eco-wellness and sustainable travel. Farm Girl Capital provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and employer-sponsored retirement plans. The firm employs a primarily long-term investment approach using fundamental and technical analysis and offers specialized retirement-plan services, including ERISA fiduciary oversight and participant education.

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.

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