William Van Cleve is a financial advisor at Slipstream Wealth Planning LLC in San Francisco, CA, holding Series 65 and Series 63 licenses with seven years of industry experience. He worked at J.P. Morgan from 2017 to 2024 before founding Slipstream Wealth Planning in 2026. The firm offers comprehensive financial planning and discretionary and non-discretionary investment management to individuals and families. Slipstream emphasizes financial planning as a core service and uses broadly diversified, low-cost, primarily passive investment strategies guided by modern portfolio theory and periodic rebalancing.

Roman Polnar is a financial advisor at Pillar6 Advisors, LLC in San Francisco, CA, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pillar6 Advisors since 2010. Additionally, he is a licensed insurance agent in California. Pillar6 Advisors provides portfolio management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm employs both fundamental and technical analysis, offering tailored investment strategies and regular portfolio monitoring on a discretionary or non-discretionary basis.

Matthew Shelton is the principal advisor at Shelton Financial Advisors, LLC, an independent firm based in Mill Valley, CA. He holds a Series 63 designation and has 25 years of experience in the financial industry, operating his own advisory business since 2000. Shelton has led Shelton Financial Advisors since its founding in 2001. Shelton Financial Advisors, LLC provides discretionary portfolio management and investment advice primarily to high-net-worth individuals. The firm employs a globally diversified, buy-and-hold investment approach across equities and fixed income, tailoring allocations based on each client’s risk tolerance, age, and net worth.

Wenjing He is a financial advisor at Wen Capital Advisory Group, Inc. with 17 years of industry experience. She holds a Series 66 designation and has led her independent firm since 2012. Outside of advisory services, she is also a licensed insurance agent. Wen Capital Advisory Group serves individuals, high-net-worth clients, charities, corporations, and pension or profit-sharing plans by providing financial planning and portfolio management. The firm emphasizes customized asset allocation and fundamental analysis, offering both direct management and co-adviser arrangements, and incorporates nontraditional investments and insurance products in its client programs.

Farzad Khoshnoodi is a financial advisor at Stryker Financial with 21 years of industry experience and holds a Series 66 designation. His career includes over two decades working with various insurance carriers alongside his roles at Stryker Financial. In addition to advisory work, he sells health insurance products for multiple companies. Stryker Financial offers portfolio management services to individuals, high-net-worth clients, and employer-sponsored retirement plans, including 401(k) and 529 college savings accounts. The firm focuses on fundamental analysis and long-term planning tailored to client risk tolerance, providing both discretionary and non-discretionary management with regular communication and annual reviews.

Joe Caldwell is a CFA® charterholder with 24 years of industry experience. He has been the principal advisor at The Investment and Philanthropy Corporation in Sausalito, CA since 2001. The Investment and Philanthropy Corporation provides investment supervisory and portfolio management services to individuals, high-net-worth clients, charitable institutions, profit-sharing plans, private foundations, endowments, and trusts. The firm uses a broadly diversified strategy focused on exchange-traded funds and individual stocks, supported by a proprietary statistical model called the PentaMarket, and emphasizes tailored allocations and limited trading to manage costs and tax effects.

George Paul is a financial advisor at NAV Financial, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Dfinity, Rubrik, iUNU, and Ruckus Wireless, reflecting a background in technology and engineering. NAV Financial provides comprehensive financial planning services to high-net-worth individuals, charitable organizations, and businesses. The firm focuses on written or electronic financial plans covering areas such as business, retirement, estate, tax, and risk management, using a combination of fundamental, technical, cyclical, and charting methods aligned with modern portfolio theory and a passive allocation approach.

Hello, my name is Mike Biggica. I grew up in New York, worked on Wall Street for many years and moved to the Bay Area. Living and working in two major metropolises, I understand a busy lifestyle, the high cost of living and financial complexities that go along with it. Among the chaos, sometimes the world’s agenda overcome yours – my value is bringing focus and priority to your goals as a trusted advisor. As the founder of Pixel Financial Planning, LLC, it is a privilege to connect with clients and share in their journey. My days are filled with announcements and pictures of major milestones, including newborns, new homes, graduations, new jobs, vacations, retirement and much more. As life changes, new goals, challenges, opportunities emerge emphasizing that financial planning is an ongoing process, not a one-time event. My goal is to provide you with empowerment, education, confidence, smart decision-making and peace of mind as you navigate life’s course.

Ryan Jue is a CFA® charterholder and financial advisor at Ursa Financial, LLC with six years of industry experience. He has worked at Ursa Financial since 2019 and is also the co-founder and CEO of Ursa Technologies, Inc. Prior to that, he held roles at Trim D.B.A Ask Benjamin, Inc. and Lumos Labs. Ursa Financial provides mobile, app-based portfolio management to retail clients through a discretionary wrap-fee program focused on programmatic portfolio construction and automated management. The firm offers personalized portfolios of large-cap U.S. stocks using fundamental and cyclical analysis combined with modern portfolio theory, delivered exclusively via the Ursa App.

Christian Schmuck is the principal of Green Room Partners LLC, an independent wealth management firm based in San Francisco. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to founding Green Room Partners in 2020, he worked at Advisiry Partners, Deutsche Bank Securities Inc, and Macquarie Capital (USA) Inc. Schmuck also serves as a senior consultant to AdvisIRy Partners, providing investor relations and capital markets advice to publicly listed and pre-IPO companies on a limited basis. Green Room Partners offers tailored global wealth management and growth-oriented portfolio strategies focused on listed equities with an emphasis on ESG-aware themes in technology, energy transition, and healthcare. The firm serves high-net-worth individuals, trusts, family offices, and corporate clients, combining top-down sector selection with bottom-up fundamental research and managing accounts on a discretionary basis.

Jeffrey Kamys is a Series 65-licensed advisor with five years of industry experience. He is the principal of Inherent Wealth Fund, LLC in San Francisco and has previously worked at Baseline Investments. Outside of financial advising, he owns and operates a design and branding business, Inherent, Inc. Inherent Wealth Fund provides discretionary portfolio management and investment advisory services primarily to individuals, high-net-worth individuals, and business entities. The firm focuses on equities and exchange-traded funds, utilizing both fundamental and technical analysis with varied trading strategies implemented under discretionary authority.

James Davis is a CFP® with 39 years of experience in financial advisory services. He is the sole advisor at The Financial Advisory Group in San Francisco and has been active in the industry since 1980, including roles at Centaurus Financial, Inc. and his own tax consulting practice. Outside of advisory work, he is involved in insurance consulting and brokerage and has engaged in product design and development through a separate business venture. The Financial Advisory Group provides comprehensive financial planning and advisory services to individuals, high-net-worth clients, trusts, estates, pension plans, and other entities. The firm emphasizes tailored advice based on client circumstances and does not offer managed accounts or monitor investments as an investment manager.

Stacy Daher is a financial advisor at Tiburon Financial Advisors, Inc. with seven years of industry experience. She holds a Series 65 designation and has served as Associate Vice President for Finance & Treasury at the University of San Francisco since 2002. Tiburon Financial Advisors is an independent advisory firm serving high-net-worth individuals and nonprofit organizations with integrated financial planning, investment advisory services, tax return preparation, and family office support. The firm employs a strategic asset allocation process combining passive and active management and offers both discretionary and non-discretionary portfolio management.

Edward Chin is the sole advisor at Rising Capital Inc. in Mill Valley, CA, holding a Series 63 designation with 23 years of industry experience. He has been with Rising Capital since 1998. Rising Capital provides discretionary investment management and financial planning services to high-net-worth individuals and institutional clients, using a primarily long-term investment approach supplemented by fundamental, technical, and cyclical analysis. The firm manages portfolios with ongoing personal client contact and periodic reviews, and participates on an institutional custody platform to access advanced technology and services.

Sarah Behr is a financial advisor at Simplify Financial Planning with 11 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors and Wells Fargo Clearing before founding her current firm in 2018. Simplify Financial Planning serves individual and high-net-worth clients by providing comprehensive financial planning services, including cash-flow analysis, retirement planning, and estate planning. The firm’s approach emphasizes a passive, diversified ETF-focused allocation and a long-term, buy-and-hold strategy with client-led implementation rather than discretionary management.

Theodore Broomfield is the principal of Broomfield Advisory & Management in San Francisco, holding a Series 65 designation with two years of industry experience. He has worked at Urchin Capital Partners, LLC since 2007 and Robert Half International since 2005. In addition to his advisory role, he operates a solo law firm specializing in real estate, tax, and business law. Broomfield Advisory & Management provides investment advisory and management services primarily to high-net-worth individuals. The firm’s approach integrates national and global macroeconomic analysis with fundamental and technical evaluation of securities, offering both discretionary and non-discretionary services tailored to client risk tolerance and financial needs.

About I recognize the importance of integrating personal financial decisions with quality-of-life issues as we pass through our life stages. Your vision of a retirement lifestyle needs to have a plan that meets your expectations and adjusts to obstacles that you will encounter along the way. I decided to start Envision Financial Planning as a way for individuals and families to imagine future possibilities and work towards achieving your life goals based on your priorities and values. As a fee-only planner, I act solely in your best interest and do not accept any fees or commissions for product sales. Education I have a Master of Business Administration in Finance. I completed a Personal Financial Planning Certification Program at University of California, Berkeley. I currently hold a Certified Financial Planner™ (CFP®) certification and a Chartered Financial Analyst (CFA) certification. My Mission My mission is to empower busy professionals and their families to achieve their future financial vision. I help clients overcome confusion around financial decisions so they have the confidence and freedom to pursue their dreams. My Services • Comprehensive Financial Planning with Ongoing Support • Comprehensive Financial Plan and Investment Management with Ongoing Support How Can I Help You Put It All Together? We take a holistic approach to financial planning, coordinating all areas of your life, such as your goals, values and priorities to build a customized and comprehensive financial plan. Planning Areas: • Personal budgeting and cash flow • Retirement Planning • Investments • Risk Management • Estate Planning

Fiat Lux Financial Planning's core values are rooted in the belief that financial planning should be accessible to everyone, regardless of their wealth or stage in life. We aim to listen closely, clarify complex topics, and increase clients' confidence in their financial decisions. Our founder, Kate Wilusz embarked on her financial planning career in 2004. Over the course of two decades, she established a highly regarded financial advisory firm and emerged as a prominent figure in the Bay Area financial planning community. In 2024, driven by the desire to extend high-quality financial planning services to a broader audience, Kate founded Fiat Lux. Kate's financial planning expertise includes retirement planning, insurance analysis, employee benefits, tax strategies, education planning, and estate planning. She also possesses extensive knowledge in equity compensation, executive compensation, investment real estate, liquidity events and small business topics. Kate is currently pursuing a master’s degree in advanced financial planning as part of her commitment to being a lifelong learner. She participates in national and local financial planning communities and actively contributes her expertise through pro bono initiatives. Beyond her work, Kate enjoys exploring redwood forests and coastal trails, traveling the globe, and adventures in her 1972 VW bus.

Michael Coholan is a ChFC® credentialed financial advisor with 23 years of industry experience. He has been the sole advisor at Hilltop Advisors, LLC since 2002, operating from San Francisco, CA. In addition to his advisory role, he is a licensed insurance agent offering commissionable insurance products. Hilltop Advisors provides asset management, financial planning, and consulting primarily to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and private business clients. The firm employs a long-term, buy-and-hold investment approach with a focus on mutual funds, ETFs, and index funds, managing accounts on a non-discretionary basis.

Maitri Goonewardena is a financial advisor at MKG Capital Management, LLC with 26 years of industry experience. She holds a Series 65 designation and has been with MKG Capital Management since 1999, also working at Hawley Advisors since 2020. MKG Capital Management provides investment advisory and financial planning services to a select group of clients, including a private pooled investment fund and separately managed accounts. The firm employs a long-term, fundamentals-based, value-oriented investment approach and serves high-net-worth individuals, institutions, trusts, endowments, and pension plans, as well as offering advisory and consulting services to other registered investment advisers and start-ups.