William Van Cleve is a financial advisor at Slipstream Wealth Planning LLC in San Francisco, CA, with seven years of industry experience. He previously worked at J.P. Morgan from 2017 to 2024 before founding Slipstream Wealth Planning in 2026. Van Cleve holds Series 63 and Series 65 licenses. Slipstream Wealth Planning LLC provides comprehensive financial planning and investment management services to individuals, high-net-worth individuals, and families. The firm emphasizes financial planning as a core service and employs broadly diversified, low-cost portfolios with a preference for passive strategies 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.

Byron Ruby is a financial advisor at FIRN Advisors LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Katz Ruby & Carle LLP, Firn, Inc., the Federal Judiciary, and McKinsey & Co. He has experience in environmental law and clean technology. FIRN Advisors LLC provides discretionary portfolio management and advisory services primarily to individuals and families, employing a long-term, buy-and-hold investment approach focused on diversified, low-cost ETFs, blue-chip equities, and investment-grade fixed income, with selective use of alternatives. The firm offers tailored portfolios, periodic rebalancing, and optional tax-loss harvesting.

Cheryl Vesely is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Balance Financial Planning, LLC since 2014. She holds a Series 65 license and operates her independent firm from Oakland, California. Balance Financial Planning, LLC provides fee-only financial planning, cash-flow and tax planning, and investment management primarily for individual clients, including high-net-worth individuals. The firm emphasizes diversification and low-cost, passive investment vehicles, using an interactive planning process to align asset allocation with clients’ goals, time horizons, and risk tolerance.

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.

Leslie Smith is a financial advisor with Coronado Financial Group L.L.C. in San Mateo, CA, holding Series 63 and Series 65 designations and possessing 38 years of industry experience. She has worked at Osaic Wealth, Inc. and Sagepoint Financial, Inc., and serves as managing member and owner of Coronado Financial Group. In addition to her advisory role, Smith provides insurance products as an agent and offers consulting services to boards and supervisory committees on financial report analysis. Coronado Financial Group provides financial planning, portfolio advice, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm serves a small client roster with tailored, non-discretionary advisory services, emphasizing fundamental analysis and utilizing mutual funds and third-party managed portfolios.

David Magnuson is a CFP® professional with eight years of experience in financial advising at Burlingame Wealth Management, LLC and a prior year at Dan Goldie Financial Services. He is also an attorney and owner of the Law Offices of David Magnuson, where he has provided legal advice since 2010. Burlingame Wealth Management serves individuals, high-net-worth clients, and a pooled investment vehicle through a small independent advisory model. The firm employs an evidence-based, long-term investment approach using broadly diversified institutional funds and manages client accounts on a non-discretionary basis.

Frank Bonanni is an independent financial advisor based in San Leandro, California, with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Chase Investment Services Corp. from 2007 to 2010. Since 2019, he has been self-employed through his own firm. Bonanni's firm provides fee-only personal financial planning and consulting services to individuals, high-net-worth clients, corporations, charities, and other registered investment advisers. The firm uses a collaborative, modular planning process with recommendations based on Modern Portfolio Theory, emphasizing documented goals, disciplined rebalancing guidance, and ongoing monitoring without managing client assets directly.

Mark Muntean is the sole advisor at Windy Hill Ventures, Inc. in Redwood City, CA, with 29 years of industry experience. He has been with Windy Hill Ventures since 1993. In addition to investment advisory services, Mr. Muntean provides consulting and manages a staff of personal assistants, and also offers photography services under the firm. Windy Hill Ventures delivers investment advice and portfolio management to individuals, high-net-worth clients, private investment companies, and corporate and nonprofit entities. The firm emphasizes fundamental analysis and uses model portfolios with typical holding periods of one to three years, offering both ongoing discretionary management and project-based advisory engagements.

Roland Chow is a financial advisor at Optura Advisors, Inc. with 10 years of industry experience and a Series 65 designation. He has worked at Alternativ Wealth and has been involved with affiliated firms Optura Insurance Solutions and Optura Ventures, LLC, where he provides independent insurance services and consulting for newly formed businesses. Optura Advisors, Inc. serves individual clients, retirement plan sponsors, and charitable entities with comprehensive wealth management, financial planning, and retirement-plan consulting. The firm uses model portfolios monitored by computer models and offers advice on non-traditional investments, while also providing insurance and tax-related referral services through affiliated entities.

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.

Harry Whelan III is a financial advisor at Whelan Capital Management with 28 years of industry experience. He has been with Whelan Capital Management since 1991. Outside of his advisory work, he is involved with Miramar Restaurant in Half Moon Bay, California. Whelan Capital Management provides investment advisory services primarily to high-net-worth families through individualized discretionary accounts and private funds. The firm focuses on long-biased, growth-oriented investments in small- and mid-cap public equities, using a combination of fundamental and technical analysis along with flexible strategies including long and short positions, leverage, and hedging.

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.

Kent Grealish is a CFP® professional with 26 years of experience in the financial services industry. He is the sole advisor at Grealish Investment Counseling LLC, having previously worked at Garrett Investment Advisors, Quacera, and Morgan Stanley. Grealish Investment Counseling LLC provides investment counseling focused on long-term, primarily passive portfolio strategies using low-cost index and fixed-income funds. The firm works with individual clients to develop customized Investment Policy Statements and offers project- and hourly-based advice without managing client assets or accepting commissions.

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.

Anand Samuel is a CFA® charterholder currently affiliated with 8 Gate Advisors LLC. He has 18 years of prior experience at ESL Investments and has been with 8 Gate Advisors since 2026. Outside of his advisory role, he is also a lawyer and may provide legal services separately from his work as a financial advisor. 8 Gate Advisors LLC offers portfolio management services to high-net-worth individuals, focusing on tailored Investment Policy Statements with both discretionary and non-discretionary management. The firm uses a combination of fundamental and quantitative analysis and maintains a long-term trading approach.

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.