Jacob Levy is a CFP® with three years of industry experience, currently serving as an advisor at Conquis Financial LLC since 2024. His prior roles include positions at Foreside Funds Distributors LLC, Matthews International Capital Management, LLC, The Burgiss Group LLC, Caissa LLC, and Tiedemann Advisors LLC. Outside of his advisory work, Levy is the president of Eastbayshore Eruv Corporation, a religious nonprofit organization. Conquis Financial LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm integrates passive and active strategies with tax-aware portfolio management, employing diversification and Modern Portfolio Theory principles to tailor investments to client objectives and risk tolerance.

Risley Sams is a CFP® with 23 years of industry experience and has been with RHS Financial, LLC since 2009. He holds Series 63 and Series 65 licenses and operates out of San Francisco, CA. RHS Financial provides investment advisory and planning services to individuals, trusts, estates, charitable organizations, ERISA accounts, and business entities. The firm integrates financial planning with portfolio management, employing a mix of analysis techniques and offering both discretionary and non-discretionary management.

Kyla Sy Cip is a financial advisor with Griffin Black, LLC, holding a Series 65 designation and currently in the early stages of her career. She has experience working at Griffin Black since 2023 and previously held roles at the University of California, Riverside, and Western Pacific Wealth Management. Griffin Black, LLC is a team of four advisors managing approximately $271 million in discretionary assets, serving executives, professionals, entrepreneurs, retirees, and small-business owners, with particular expertise in Silicon Valley tech and bio-tech sectors and clients with cross-border family or business interests. The firm offers Holistic Wealth Management, investment management, and ongoing financial planning tailored to client goals, risk tolerance, and cash-flow needs.

Ryan Mc Carthy is a CFP® professional with six years of experience at McCarthy Asset Management, Inc. and Stephen P. McCarthy, CPA. He previously worked for three years at PricewaterhouseCoopers, LP and spent a year at the University of Southern California. McCarthy Asset Management, Inc. serves individual investors, trusts, small businesses, and pension plans, managing approximately $422.4 million on a discretionary basis. The firm emphasizes long-term, diversified portfolios across multiple asset classes and integrates tax preparation and planning services as part of its offering.

Colby Davis is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with RHS Financial, LLC since 2015. RHS Financial provides investment advisory and planning services to individuals, trusts, estates, charitable organizations, ERISA accounts, and business entities. The firm combines discretionary and non-discretionary portfolio management with integrated financial planning, managing approximately $234 million in client assets with a small advisory team.

Min Kim is a financial advisor at Twin Lakes Capital with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Twin Lakes Capital Management since 2005 and First Allied Securities since 2000. Twin Lakes Capital serves primarily higher-net-worth individuals and families, offering customized portfolio management and financial planning. The firm combines macroeconomic analysis with proprietary fundamental research to build long-term, value-oriented, tax-efficient portfolios and also sources private investment opportunities for qualified clients.

Ronan Gaudario is a financial advisor with Luna Capital Management, LLC in Burlingame, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Luna Capital since 2017 and was previously with VOYA Financial Advisors. Outside of advising, he is a licensed real estate agent and an independent insurance agent. Luna Capital Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension consulting. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing techniques such as asset allocation and options strategies, while also providing estate-planning coordination and ongoing suitability reviews.

Karen Goodfriend is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. She has been with WealthValues, LLC (formerly KK Wealth Advisors, LLC) since 2006. WealthValues serves individual and high-net-worth clients by providing portfolio management, financial planning, and consultative wealth management services. The firm employs a diversified, tax-aware investment approach, combining active and passive strategies, and manages client accounts primarily on a discretionary basis.

Elena Hawk is a financial advisor at Hawk Advisory LLC in San Francisco, CA, with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and J.P. Morgan Securities. Outside of advising, she operates fee-based financial education seminars and digital courses. Hawk Advisory LLC provides financial planning, investment management, and tax preparation services primarily to individual clients. The firm uses an asset-allocation framework informed by modern portfolio theory, combining passive and active strategies and offering socially conscious options when requested.

Derek Hobbs is a financial advisor at Evart, Young & Hobbs Investment Management with 22 years of industry experience. He holds the Series 65 designation and has been with the firm since 1998. Evart, Young & Hobbs Investment Management provides discretionary portfolio management to individual investors, trusts, business entities, and qualified retirement plan sponsors, as well as pension consulting services. The firm employs a research-driven investment approach grounded in modern portfolio theory, utilizing globally diversified, low-cost, tax-efficient ETFs and institutional mutual funds.

Raul Leon is a financial advisor at BluePrint Investments and Tax Planning with eight years of industry experience. He holds a Series 63 designation and has worked at Blueprint Wealth Partners, LLC and Books & Taxes Inc. Outside of advising, he is a partner in a tech startup investment and involved in insurance sales and related bookkeeping activities. BluePrint Investments and Tax Planning is an independent, state-registered firm serving individuals, small businesses, trusts, and charities. The firm offers discretionary model portfolio management alongside financial planning that incorporates tax and cash-flow analysis, using a top-down investment process tailored to client objectives and risk tolerance.

David Levenson is a CFP® professional with 12 years of experience at Value Monitoring, Inc., where he has worked since 2014. He is based in Menlo Park, CA. Value Monitoring, Inc. provides investment management and financial planning primarily for individual and high-net-worth clients through separately managed accounts and serves as sub-advisor to the H & L Insurance Fund. The firm employs proprietary quantitative technology and momentum-based models across multiple strategies, including fixed income, balanced portfolios, and high-turnover equities.

Brent Woolsey is a CFP® and holds a Series 66 license, with 21 years of industry experience. He has been with Red Crane Wealth Management, LLC in Palo Alto, CA since 2016. Red Crane Wealth Management offers discretionary asset management, investment consulting, and standalone financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm combines a wrap fee program with private fund advising and pooled investment vehicles, employing varied investment techniques while allowing clients to place reasonable restrictions on holdings.

Judy Chang is a financial advisor with Pacrim Advisory Services in San Francisco, CA, holding a Series 65 designation and 43 years of industry experience. She has previously worked at WHJR Associates, Inc. and Royal Alliance Associates, Inc. Judy is also president of Pacrim Benefits Management, Inc., an insurance business. Pacrim Advisory Services provides investment advisory services primarily to individual clients who are generally non–high-net-worth households. The firm adheres to fiduciary standards and offers educational seminars, with a focus on third-party conformance assessments.

David Smith is a CFA® charterholder with 17 years of experience in the financial services industry. He has worked at Redwood Park Advisors since 2020 and previously spent several years at LPL Financial. Redwood Park Advisors offers investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs a diversified investment approach that includes fundamental, quantitative, and technical methods, serving both individual wealth clients and institutional retirement plans.

Yu Chi Peng Lee is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Mayfield Advisors, Inc. since 2007 and is also affiliated with Irvin, Abrahamson & Co., a CPA firm. Mayfield Advisors, Inc. provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and small businesses. The firm employs a Modern Portfolio Theory-based approach, emphasizing diversified, buy-and-hold allocations mainly through passively managed funds, and integrates advisory services with accounting through its affiliation with Irvin, Abrahamson & Co.

Rebecca Lyman is a CFP® and Series 65-licensed financial advisor with four years of industry experience. She is currently with Johnson Lyman Wealth Advisors in Los Altos, CA. Prior to joining the firm, she worked for Webcor Builders, LLP in various roles between 2012 and 2022. Johnson Lyman Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, offering fee-only financial planning and investment management. The firm focuses on strategic asset allocation using mutual funds and ETFs for diversified, long-term portfolios and employs tax-aware techniques alongside retirement plan advisory services.

Benjamin Pettigrew is a CFP® professional with 21 years of industry experience. He has worked at Redwood Park Advisors since 2020 and previously spent eight years with LPL Financial. He teaches high school students the fundamentals of money management through seminars. Redwood Park Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans with asset management, financial planning, and retirement plan consulting. The firm employs a mix of analytical approaches and discretionary management and offers institutional retirement plan services alongside its smaller advisory team.

Thomas Wise is a Certified Financial Planner (CFP®) with eight years of industry experience, currently serving as an advisor at Galileo Planning Group, Inc. in Menlo Park, CA, where he has worked since 2018. Prior to his financial advising career, he was a student for 21 years. Galileo Planning Group serves senior corporate executives, high-income professionals, and wealthy individuals, offering customized financial planning and investment counseling on a non-discretionary basis. The firm emphasizes long-term, diversified portfolios and fundamental analysis of both marketable and non-marketable investments, while maintaining a non-discretionary, non-custodial model and personalized fee arrangements.

Katherine Simmonds is a CFP® with 25 years of industry experience. She is currently with Conquis Financial LLC, where she has worked since 2022. Her prior experience includes roles at Mariner Platform Solutions, AdvicePeriod, LLC, and Stanford Investment Group, Inc. Conquis Financial LLC provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm employs a combination of passive and active strategies, utilizing diversification and Modern Portfolio Theory principles alongside tax-aware tactics to align portfolios with client objectives and risk tolerance.