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

Michael Hannon is a CFP® and ChFC® with 33 years of industry experience. He is the sole advisor at Delta Capital Investments, LLC, an independent firm he has led since 1995. In addition to his advisory role, Mr. Hannon works as a Captain and pilot for Alaska Airlines/Virgin America Airlines, spending about one-third of his time in that capacity. Delta Capital Investments advises approximately 140 clients with a focus on model-based asset allocation and financial planning, including pension consulting and 401(k) plan assistance. The firm utilizes third-party managers for portfolio management and trade execution, emphasizing Modern Portfolio Theory and broad diversification over discretionary trading.

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.

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. in Millbrae, CA, with 26 years of industry experience. She has held roles at multiple firms including Emerson Equities LLC and St. Bernard Financial Services Inc. since founding her own advisory firm in 2013. In addition to her advisory work, she operates as an independent insurance agent. Shuyi Kong Wealth Management, Inc. provides non-discretionary asset management services to individual and high-net-worth clients, tailoring portfolios based on client goals and risk tolerances. The firm manages approximately $47.3 million across about 153 client relationships, employing investment strategies that include long- and short-term purchases, trading, and options based on fundamental, technical, and cyclical analysis.

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 a financial advisor at Shutzer Investments, LLC in San Francisco, CA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including the Institute for Wealth Advisors, Inc. and CONCERT Wealth Management, Inc. prior to founding his current firm in 2019. Shutzer Investments, LLC provides ongoing portfolio management and institutional consulting, serving individuals, high-net-worth clients, and institutions. The firm employs a blend of fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis with documented risk tolerances and investment objectives, and utilizes trading strategies including short sales, margin, and options.

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.

Brian Herriot is the principal of Herriot Financial, LLC, a fee-only registered investment adviser based in Alameda, CA. He holds a Series 65 designation and has one year of experience in investment management. Prior to founding Herriot Financial, he has been involved in business consulting through his firm, Herriot Business Consulting, since 2017, providing management consulting services primarily for healthcare companies. Herriot Financial offers investment management and financial planning services to individuals and high-net-worth clients, tailoring portfolios using both fundamental and technical analysis with a mix of passive and active strategies. The firm emphasizes packaged planning engagements and operates with a single principal.

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.

Izabel Arnold is a financial advisor at Arnie Advisors LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Sepio Capital, LLC from 2017 to 2021. Arnie Advisors primarily serves employer-sponsored retirement plans, offering retirement plan consulting and automated investment advice through a proprietary online platform. The firm uses quantitative, algorithm-driven portfolio optimization to manage participant portfolios on a discretionary, automatically rebalanced basis and operates as an internet-first investment manager for ERISA plans.