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 Certified Financial Planner® with eight years of industry experience. She currently operates Wealth-Source Financial in Oakland, CA, and previously worked at Mission Economic Development Agency, Personal Financial Consultants, Private Consulting, and Morgan Stanley. In addition to her advisory work, she prepares taxes seasonally as a part-time tax preparer. Wealth-Source Financial is an independent California-registered firm offering tailored investment management and a range of financial planning services to individuals and high-net-worth clients. The firm focuses on passive, asset-class-based portfolios using index funds and ETFs, integrates comprehensive planning with portfolio supervision, and provides educational content and specialized services such as tax preparation and student loan coaching.

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

Christian Batchelder is a CFP® professional with 33 years of experience in financial advising. He has operated his independent firm, Christian Curry Batchelder, CFP, since 1987 in Oakland, CA. The firm serves individuals, families, personal trusts, and estates with comprehensive financial planning and discretionary investment management. It employs a proprietary, high-touch service model focusing on discovery, manager selection, and ongoing monitoring, typically utilizing diversified mutual funds chosen through qualitative and quantitative analysis.

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.

Sabrina Lowell is a CFP® professional with 20 years of experience in financial advisory roles. She is the principal advisor at Second Summit Wealth Management, LLC, an independent firm she has led since 2022. Prior to this, she worked at Fort Point Capital Partners LLC and Mosaic Financial Partners, Inc. Outside of her advisory work, Ms. Lowell provides life coaching through a sole proprietorship and serves as a Nominating Committee member at The Olympic Club. She also acts as a Dean for the Financial Planning Association Residency Program, leading educational sessions for financial planning residents. Second Summit Wealth Management, LLC offers discretionary wealth management, financial planning, and consulting services primarily to individuals, trusts, and estates, managing approximately $149.7 million. The firm uses a combination of model portfolios with ETFs, mutual funds, REITs, and alternative investments, employing Modern Portfolio Theory and tax-loss harvesting, and integrates outsourced investment operations with behavioral coaching.

C. Eric Buonassisi is a financial advisor with Forest Hill Financial Advisory Group LLC in San Francisco, CA, holding a Series 66 designation and 22 years of industry experience. He has worked with Magellan Consulting Group and Forest Hill Financial Advisory Group LLC since 2006. Forest Hill Financial Advisory Group provides discretionary portfolio management and standalone financial planning for individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs both fundamental and technical analysis, offering strategies ranging from long-term buy-and-hold to active trading and uses options and derivatives in separately managed accounts.

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.

Shuyi Kong is the principal of Shuyi Kong Wealth Management, Inc., an independent advisory firm based in Millbrae, CA. She holds Series 63 and Series 65 licenses and has 26 years of industry experience. Her career includes roles at various financial firms such as Kovack Advisors, Cue Financial Group, and Wamu Investments. In addition to advisory services, she operates as an independent insurance agent. Shuyi Kong Wealth Management, Inc. provides non-discretionary asset management to individual and high-net-worth clients, tailoring portfolios according to documented goals, time horizons, and risk tolerances. The firm manages approximately $47.3 million in client assets and emphasizes client approval before executing transactions, with account reviews conducted quarterly.

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.

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.

Jason Matthews is a financial advisor at Gibson Monroe Wealth Advisors in Oakland, CA, holding a Series 65 designation with three years of industry experience. He also owns Matthews Financial & Insurance Solutions, a business offering life, disability, annuity, and long-term care insurance products. Gibson Monroe Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm focuses on a fiduciary relationship with clients, utilizing a primarily long-term, fundamental analysis approach to portfolio construction and offering complementary pension consulting, tax, and estate planning services.