Edward Sporl is the principal of Sporl & Company in San Anselmo, CA, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has operated Sporl & Company since 1990. Outside of advisory work, he also manages real estate through Sonoma Investment Partners on a limited basis. Sporl & Company provides discretionary investment management focused on fixed-income securities and derivatives, specializing in U.S. government securities, agency mortgage-backed products, and other high-quality debt instruments. The firm employs an investment approach centered on economic and fundamental analysis aiming for total return with capital preservation, utilizing actively monitored strategies involving collateralized mortgage obligations, interest-only/principal-only structures, and asset-backed securities.

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.

Eugene Chow is a CFA® charterholder with 12 years of industry experience, currently serving as the sole advisor at Paragon Asset Management Inc. He has been with Paragon since 1989. Outside of his advisory role, he operates a computer consulting business focused on investment portfolio accounting and performance calculations. Paragon Asset Management provides discretionary asset management services to individuals, businesses, and charitable organizations, managing approximately $110.7 million across 72 client relationships. The firm customizes investment programs based on clients’ objectives and risk tolerance, employing both fundamental and technical analysis and a broad range of investment instruments.

Alison Davies is a CFP® professional with 15 years of experience in the financial advisory industry. She has been the sole advisor at Fruition Advisors LLC since 2013. Fruition Advisors serves individual clients through financial planning and by selecting and monitoring third-party investment advisors rather than providing direct portfolio management. The firm works primarily with clients who meet a portfolio minimum and emphasizes client-specific planning and asset allocation based on Modern Portfolio Theory.

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.

Khaled Salama is a CFA® charterholder with 27 years of industry experience. He is the principal of KS Global Advisors, Inc., an independent firm he has been associated with since 1995. Prior to that, he worked for 25 years at The Headlands Group. Outside of his advisory role, Salama serves on several investment committees and boards, including positions at the San Domenico School, Sisters of St. Dominic of San Rafael, U Corp-SF State, and the Terra Fund, and he is a guest lecturer at Stanford University. KS Global Advisors provides discretionary investment management and financial consulting services primarily to individual clients and certain trusts. The firm employs a global, long-term investment approach emphasizing fundamental valuation and dynamic rebalancing, managing portfolios with an unusually large number of individual securities while applying institutional-style processes to a relatively small client base.

Gregory Gaskin is the principal advisor at Gaskin Wealth Management in Moraga, CA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has led his independent firm since 2007. Outside of his advisory role, he operates a vacation rental business in Moraga. Gaskin Wealth Management provides fee-only investment advisory and portfolio management services to a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm manages approximately $88.7 million across about 215 client relationships, employing a disciplined investment process that integrates relative-strength sector analysis with a systematic market-risk approach.

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.

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.

Suresh Donthineni is a financial advisor at Olympia Wealth Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Investment Advisors and Cetera Financial Specialists. Donthineni is also a licensed CPA and owner of an accounting firm, Davis Sharma Donthineni PC, where he provides tax and accounting services, and he serves as a licensed health insurance agent. Olympia Wealth Management is an independent registered investment adviser managing approximately $18.5 million for a small client base that includes individual investors, high-net-worth clients, trusts, and business entities. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a range of investment methods tailored to client goals and risk tolerance, and provides ERISA consulting and fiduciary services for qualified plans.

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.

Jeremy Korman is a financial advisor at Pinecone Financial with five years of industry experience and holds a Series 65 designation. He has a professional background in marketing, currently working as a Senior Marketing Manager at Zendesk Inc. since 2019. Pinecone Financial is a sole-proprietorship investment adviser focused on financial planning, investment consultation, and ongoing coaching for individuals and high-net-worth clients. The firm employs a passive investment approach based on Modern Portfolio Theory, using diversified portfolios of low-cost index funds and ETFs, and does not manage client accounts directly.

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.

David Flowers is a CFP® professional with 23 years of experience in financial advising. He has led D.A. Flowers & Company, LLC since 2009, providing investment management and personal financial planning services. D.A. Flowers & Company offers fee-only investment management and financial planning to individuals, pension plans, trusts, estates, and charitable organizations. The firm uses a Modern Portfolio Theory approach focused on diversification, low costs, and tax efficiency, with structured planning engagements and regular client account reviews.

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.

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.