Bomdad Nouredini is the sole advisor at BBN Management, LLC in San Francisco, holding a Series 65 credential with 17 years of industry experience. He has led BBN Management since 2008. In addition to his advisory role, Nouredini consults on outsourced financial modeling, forecasting, and analysis for operating companies and investment firms. BBN Management provides discretionary portfolio management primarily to individual and trust clients through separately managed accounts and operates a proprietary private pooled investment vehicle for accredited investors. The firm focuses on capital appreciation through fundamental research, investing in publicly traded securities with strategies that include concentrated positions, hedging, short-selling, and selective use of leverage, distinguishing it from many independent advisory firms.

Joseph Aldridge is the sole advisor at JLA Investment Management in Oakland, CA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has led JLA Investment Management since 2014. Outside of his advisory work, he is involved in retail by selling antiques and collectibles, including vintage Hawaiian shirts. JLA Investment Management provides discretionary portfolio management and financial consulting to a limited client base consisting of individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes customized portfolio allocations using stocks, bonds, ETFs, mutual funds, and non-speculative options, avoiding margin, cryptocurrencies, and penny stocks.

Donald Hansen Jr. is a financial advisor at A & L Personal Business Management, LLC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America, N.A. for over a decade. He is also licensed as an insurance agent, though he spends minimal time on insurance sales. A & L Personal Business Management provides asset management and comprehensive portfolio services to individuals, trusts, estates, and business entities, with a focus on primarily non-discretionary management. The firm uses a range of analytical methods and investment strategies while emphasizing client-directed decisions.

Samuel Olesky is the principal advisor at Olesky Capital Management, LLC, an independent firm based in Mill Valley, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. In addition to his advisory role, he has been a faculty member at the University of California, Berkeley since 2003. Olesky Capital Management provides discretionary investment management focused on global strategic asset allocation for high-net-worth individuals, retirement plans, trusts, and investment partnerships. The firm employs a long-term, low-volatility approach using primarily ETFs and maintains a small client base with customized portfolio management and regular performance reviews.

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 CFP® with eight years of industry experience and is the sole advisor at Wealth-Source Financial in Oakland, CA. Before joining Wealth-Source Financial in 2018, she worked at Morgan Stanley, Personal Financial Consultants, and the Mission Economic Development Agency. Outside of financial advising, she works part-time as a tax preparer during tax season. Wealth-Source Financial is an independent California-registered advisory firm that offers tailored investment management and comprehensive financial planning services to individuals and high-net-worth clients. The firm primarily uses passive, asset-class-based portfolios and integrates planning with portfolio supervision while providing educational content and specialized services such as tax preparation and student loan planning.

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.

Steven Sherman is the sole advisor at Steven William Sherman, an independent firm based in San Rafael, CA. He holds a Series 65 designation and has 13 years of industry experience. Sherman has operated his own advisory practice since 2005. The firm provides discretionary portfolio management for individual and IRA accounts, managing a focused book of approximately 25 clients with $5–6 million in assets. Its investment approach combines fundamental and technical analysis, emphasizing ultra-diversified portfolios primarily using exchange-traded funds and closed-end funds, along with active trade-timing decisions uncommon among independent advisers.

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

Robert Margetic is a financial advisor with Redwood Financial Advisors, Inc. in San Rafael, CA, holding a Series 63 designation and 29 years of industry experience. He has worked with Redwood Financial Advisors since 1997 and has prior experience with IFG Advisory Services and Connecticut General Life Insurance Company. Outside of his advisory work, he is president and sole proprietor of Redwood Financial Group, Inc., which administers charitable remainder trusts, and serves as president of WealthNet Charitable Gift Fund, a nonprofit that manages donor-advised accounts. Redwood Financial Advisors, Inc. provides portfolio management, financial and retirement planning, philanthropic planning, consulting, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and professional advisors. The firm creates individualized strategies based on thorough data gathering and uses a range of investment approaches, including discretionary and non-discretionary management across diverse securities.

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.

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.

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.

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.

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.