Mark Sifling is a CFP® with 20 years of experience in financial advising at Simple Life Financial, where he has been a principal since 2006. He also serves as the principal consultant of Blu Pagoda LLC, a management consulting firm that provides services to financial companies. Simple Life Financial offers investment advisory and financial planning services to individuals, families, small businesses, and related entities, with experience serving multi-generational households through tailored investment profiles, cash-flow and liquidity planning, and coordination with clients’ other professional advisors.

Brooks Schaffer is a CFA® charterholder with five years of industry experience. He currently works at Waypoint West, LLC and previously held positions at Alkeon Capital Management and BlackRock. Waypoint West provides portfolio management and financial planning services to high-net-worth individuals and pooled investment vehicles. The firm employs a range of investment strategies, including long- and short-term trading and options, and acts as a private fund adviser and sponsor for pooled funds.

Alexander Boeri is a CFP®-certified financial advisor with seven years of industry experience. He currently works at Miller Avenue Advisors LLC, where he has been since 2021. Prior to that, he held roles at Fiduciary Financial Group and Brighton Jones LLC. Miller Avenue Advisors serves individual and high-net-worth clients, small business owners, and qualified retirement plans, offering discretionary asset management, ongoing financial planning, and limited ERISA 3(21) fiduciary services. The firm also facilitates private placement investments for qualified clients and manages portfolios tailored to client goals with quarterly monitoring and integrated reporting.

Kurt Rauzi is a financial advisor at Dedicated Capital Advisors, LLC in San Francisco, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including a prior role at Gordian Investments, LLC from 2015 to 2016. Dedicated Capital Advisors primarily serves high-net-worth individuals, their families, and related business entities by providing comprehensive financial planning and investment advisory services. The firm uses a structured four-phase process and typically allocates client assets to independent third-party managers, emphasizing multidisciplinary planning and outsourced portfolio management.

Glen Calkins is a financial advisor at Ketron Financial LLC with 28 years of industry experience. He holds the Series 66 designation and has previously worked at Western International Securities, Inc. and Protected Investors of America. Ketron Financial LLC provides discretionary portfolio management, financial planning, and estate transition planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading orientation, managing approximately $384 million in discretionary assets.

Evan Ke is a CFA® charterholder with seven years of industry experience. He currently serves as a financial advisor at Van Strum & Towne Inc, where he has worked since 2026. Prior to this, he was with SKBA Capital Management and Nari Suda LLC. Van Strum & Towne primarily serves high net-worth individuals and manages accounts for a variety of clients including trusts, foundations, and pension plans. The firm focuses on fundamental analysis for stock selection, capital preservation, and long-term growth, maintaining generally low portfolio turnover and tailoring asset allocation to client objectives.

Holly Ruxin is a financial advisor at Montcalm TCR LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Montcalm TCR since 2012. Outside of her advisory role, she serves on the Board of Directors of the Crypto Company, where she participates in governance and committee decisions related to compensation, audit, and governance. Montcalm TCR LLC provides customized investment management primarily for individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary, asset-allocation based portfolios using fundamental and technical analysis and also sponsors a private fund focused on early-stage and privately placed securities.

Techi Carreon is a financial advisor at Baker Street Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Investor's Fiduciary Advisor Network, LLC and Raymond James Financial Services Advisors, Inc. Carreon was also involved with LiteBite, Inc. for eight years. Baker Street Asset Management provides discretionary portfolio management and financial planning to individuals, institutions, corporations, registered investment advisors, and retirement plans. The firm utilizes a combination of research, quantitative analysis, and multiple investment methodologies to manage portfolios, which may include equities, fixed income, mutual funds, ETFs, and various trading strategies.

Wheelock Bingham is a financial advisor at Bingham Private Wealth, LLC with 18 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for 10 years before joining his current firm. Bingham is a licensed insurance agent and dedicates a small portion of his time to insurance sales and implementation. Bingham Private Wealth, LLC advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary wealth management, customized investment management, financial planning, and retirement-plan advisory services. The firm employs fundamental analysis with a long-term orientation, utilizes third-party artificial intelligence tools for investment research, and incorporates options and other derivatives in client accounts.

Jacques Soenens is a financial advisor at Great Gable Wealth Management, LLC with 24 years of industry experience. He holds a Series 65 designation and has worked at Great Gable Advisors, LLC since 2018, previously serving as Managing Partner and Chief Investment Officer at Great Gable Partners, LP from 2004 to 2021. Great Gable Wealth Management provides discretionary portfolio management and financial planning services to high-net-worth individuals, trusts, estates, charitable organizations, and small businesses. The firm focuses on balanced portfolios that emphasize capital appreciation through equity and fixed-income allocation, utilizing value-based metrics and competitive advantage assessments.

James Collins is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He is affiliated with Van Strum & Towne Inc, a firm operating since 1998. Van Strum & Towne primarily serves high net-worth individuals and manages accounts across a variety of entities including trusts, foundations, and retirement plans. The firm focuses on fundamental analysis for stock selection, capital preservation, and long-term growth, managing approximately $430 million in assets with a small advisory team.

Konrad Kuciej is a financial advisor at Lava Creek Capital Management, LLC with 21 years of industry experience. He has been with Lava Creek since 2012. He holds Series 63 and Series 65 designations. Lava Creek Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, trusts, retirement plans, donor-advised funds, and certain business entities. The firm employs an active mid-cap value strategy with concentrated portfolios and utilizes options and other derivatives as part of its investment approach.

Adam Schneiberg is a financial advisor with Shepherd Street Advisors, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Shepherd Street Advisors since 2019 and previously at Jacobs & Company, LLC from 2014 to 2019. Shepherd Street Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, foundations, and charitable organizations. The firm employs a long-term, core-plus-satellite investment approach, combining fundamental, technical, and charting analysis, and offers educational seminars on personal finance and investing.

Daniel Leshowitz is a financial advisor with Asti Financial Management in Novato, CA. He holds a Series 65 designation and has 10 years of experience at Workday. Asti Financial Management provides financial planning services to individual clients, including high net worth individuals, and small businesses. The firm emphasizes comprehensive and limited-scope planning with fixed-fee packages, focusing on advice rather than discretionary portfolio management.

Juliana Moravy is a CFP® professional with three years of industry experience, currently serving at Elmwood Wealth Management in Piedmont, CA. She has been with Elmwood Wealth Management since 2014, including its current team structure since 2023. Elmwood Wealth Management is a fee-based, SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and various account types. The firm employs a total-return, long-term investment philosophy with both actively managed and ETF-based strategies, integrating ongoing financial planning with portfolio construction and offering specialized tax coordination and retirement plan advisory services.

Robert Baer is a financial advisor at Baer Investment Advisory LLC in San Rafael, CA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He worked at Goldman Sachs from 2008 to 2021 before joining Baer Investment Advisory LLC. Baer Investment Advisory LLC provides discretionary portfolio management to individuals, high-net-worth clients, trusts, and corporations, tailoring Investment Policy Statements and model portfolios for each client. The firm uses a blend of fundamental, technical, cyclical, and quantitative analysis alongside modern portfolio theory, employing both long- and short-term trading strategies with ongoing portfolio monitoring.

Dana Schmidt is a financial advisor at Wulff, Hansen & Co. with 37 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Wulff, Hansen & Co., she worked at Jordan Park Group LLC and LOYAL3 Securities Inc. Schmidt also provides occasional compliance consulting for broker-dealers or RIAs with firm approval. Wulff Capital Management, the investment-advisory division of Wulff, Hansen & Co., offers discretionary portfolio management and limited investment consultation to individuals, pension plans, trusts, estates, and charitable institutions. The firm focuses on customized portfolios of liquid publicly traded securities using fundamental and cyclical analysis with a long-term holding approach.

Joseph Belli is a financial advisor at ImpactAdvisor LLC with a Series 65 credential and two years of industry experience. He has held roles at several firms, including Cushman & Wakefield and Jones Lang LaSalle, and currently serves as Director of Finance and Operations at Pranger Law PC. ImpactAdvisor LLC is a small team managing approximately $75 million for around 50 clients, including individuals, business owners, retirement plans, and nonprofit entities. The firm offers portfolio management and financial planning with an emphasis on values-aligned investing, alternative strategies, and comprehensive retirement plan consulting.

Christian Mejia is a financial advisor at Autonomous Wealth Management LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Sivia Capital, UBS Financial Services, SF Sentry Securities, Fidelity Brokerage Services, and Charles Schwab. Autonomous Wealth Management LLC provides discretionary investment management to a select group of individual retail investors through an AI-driven, invitation-only digital platform. The firm manages portfolios using proprietary systems that select ETF and direct-indexed equity allocations based on client profiles, executing transactions on a discretionary basis without automatic monitoring or rebalancing.

Courtenay Wise is a financial advisor with Ketron Financial LLC, holding a Series 66 designation and 10 years of industry experience. Wise previously worked at Western International Securities, Inc. and LPL Financial. In addition to advisory duties, Wise is a licensed notary and has experience in non-variable insurance. Ketron Financial LLC provides discretionary portfolio management, financial planning, and estate transition planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading orientation, managing approximately $384 million in discretionary assets.