Farid Nadjibi is the principal of Farid Consulting and holds Series 63 and Series 65 licenses with two years of industry experience. Prior to his financial advisory career, he has been involved with Burlwood Gallery since 2006, engaging in jewelry, collectibles, decor, and building contracting. Farid Consulting is a sole-proprietorship investment advisory firm that offers discretionary and non-discretionary portfolio management, financial planning, and retirement/employee benefit account services to individuals, high-net-worth clients, and small businesses. The firm employs a tailored, goals-based investment approach across a wide range of asset classes, including equities, fixed income, options, private funds, real estate investments, and digital assets.

Gary Leonard is a financial advisor based in San Francisco, CA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Montrose Securities since 2011. Outside of his advisory role, he provides consulting related to hiking activities for a local cooperative. His firm offers discretionary investment management and advisory services primarily to individual clients, managing approximately $800,000 across about 20 accounts. The firm constructs balanced portfolios tailored to client risk tolerance using fundamental, technical, and cyclical analysis, employing strategies that include equities, fixed income, options, and hedging techniques.

Shailesh Patel is the founder of Patel Capital Management and holds a Series 66 designation with 14 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. He maintains an inactive insurance license that he intends to let expire and does not sell insurance products. Patel Capital Management is an independent, fee-only advisory firm serving a small number of high-net-worth individuals. The firm provides wealth management and financial planning, combining passive and active investment strategies and operating a direct-indexing program that employs institutional optimization and tax-management techniques.

Juan Polanco is a financial advisor at Optimo Capital with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Carr & Ferrell LLP before joining PacBio in 2017, where he currently works full-time as an engineer. In addition to his advisory role, he mentors startups and founders through the Founder's Institute and LoyalVC. Optimo Capital serves emerging companies, startups, and their founders, executives, and employees by providing portfolio supervision and a range of financial advisory services. The firm combines top-down macro analysis with bottom-up credit and security research, offering strategic consulting and flexible fee arrangements without account minimums.

John Baughman is a financial advisor with Baughman Financial Group in Novato, CA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at First Allied Securities, Inc. from 2008 to 2018 and has been with Baughman Wealth Advisors Inc. and Baughman Financial Group since 2008 and 1999, respectively. Baughman Wealth Advisors, operating as Baughman Financial Group, provides portfolio management, financial planning, retirement and estate planning, and consulting services to individuals, families, trusts, foundations, charitable organizations, and various institutional clients. The firm employs a combination of fundamental, modern portfolio theory, technical, and cyclical analysis to create customized portfolios and offers discretionary management, insurance product sales, and educational seminars.

It is a myth that you need to be ultra-wealthy in order to live a life with impact. You can start living well and making an impact in your communities right HERE and right NOW. At Bridgelane Financial, our goals are to assist you in developing a financial plan to live out a life that reflects your values. Maureen Recker is CFP®, a philanthropist, a mother of two and a community educator. She graduated with a B.S. from Indiana University and an MBA from Duke University. Maureen started her career in corporate finance and institution banking. After taking some time off to raise two children, she re-entered into a career in financial planning to work with clients in a more intimate and personal level. Clients’ satisfaction gives her gratification and encourages her to further her professional development and personal growth.

As a Certified Financial Planner®, my goal is to help you take charge of your finances without the lecture—just practical advice. My approach provides the tools and know-how to handle your money like a pro—no spreadsheets required (unless you’re into that sort of thing). You’ll walk away making confident financial decisions without second-guessing yourself. You’ll get a custom financial plan made just for you by a CFP® professional—but we don’t just hand it over and wish you luck. We’ll help you actually put it into action, so it doesn’t just gather digital dust.

Michael Pablo is a CFP® and Series 65-registered financial advisor with 16 years of industry experience. He is the sole advisor at Agile Financial Planning, LLC, an independent firm based in San Francisco, CA. Agile Financial Planning serves individuals, families, and small business owners by offering modular and comprehensive financial planning alongside discretionary asset management. The firm manages approximately $11.1 million for about 30 clients, employing diversified portfolios primarily composed of exchange-traded funds, and emphasizes low-cost investments tailored to clients’ time horizons and risk tolerances.

Brian Wu is a financial advisor with Elemental Capital Partners LLC in San Francisco, CA, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with Elemental Capital Partners since 2008, with a brief tenure at Octavia Investments LLC from 2015 to 2016. Elemental Capital Partners provides discretionary portfolio management to individual and institutional clients, employing a proprietary Ascend Portfolio Strategy that focuses on a highly aggressive, concentrated growth approach primarily in the technology sector. The firm’s strategy incorporates fundamental and technical analysis and allows for short-term trading, short sales, option writing, and the use of margin in non-retirement accounts.

Harish Prabandham is a financial advisor at Rubric Advisors LLC with a Series 65 designation and experience at Radiant Global Investors and Axa Investment Managers. He has been with Rubric Advisors since 2025. Outside of his advisory role, he serves on the Board of Directors of the St. Francis Foundation and volunteers with the UC Berkeley SkyDeck program. He also engages in consulting activities related to technology and finance. Rubric Advisors LLC provides discretionary investment management and retirement-plan advisory services primarily to pooled vehicles and institutional clients, while also offering personalized advisory services and a Digital Advisor platform. The firm employs fundamental analysis and modern portfolio theory to manage client portfolios and is affiliated with an accounting and consulting business that offers additional financial services.

Lionel Shaw is a financial advisor with Caritas Investment Advisors LLC in San Francisco, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. He has worked at Caritas since 2016 and previously was with Summit Financial Group Inc. and Summit Brokerage Services, Inc. from 2012 to 2016. Outside of his advisory role, Shaw is a licensed residential real estate agent involved in representing buyers and sellers in residential real estate transactions. Caritas Investment Advisors is a state-registered investment adviser providing discretionary portfolio management and supervisory services to individuals, nonprofits, and institutional clients. The firm employs a low-cost, passively managed ETF strategy combined with diversified asset allocation and tactical elements such as covered-call writing to manage volatility and align investments with client objectives.

Janet Campbell is a CFP®-certified financial advisor with 13 years of industry experience. She has been the sole advisor at Abunda Financial, LLC since 2001. Janet holds Series 63 and Series 65 licenses. Abunda Financial, LLC is a private, fee-only advisory firm serving individuals, families, trusts, endowments, qualified retirement plan sponsors, and business entities. The firm focuses on long-term investment strategies with an emphasis on independent security analysis and tax-efficient portfolio management, primarily overseeing assets on a non-discretionary basis.

William Kan is a financial advisor at Candent Capital, LLC in San Francisco, holding the CFP®, CFA®, and Series 66 designations with 15 years of industry experience. He has worked at Candent Capital since 2012. Candent Capital serves individuals—particularly mid- and late-career professionals preparing for retirement or life transitions—as well as high-net-worth individuals, trusts, estates, charitable organizations, and businesses. The firm operates as a fee-only fiduciary offering integrated wealth management, discrete financial consulting, and educational seminars, following a planning-centric process with an emphasis on long-term, diversified, tax-efficient investment strategies.

Craig Slayen is a financial advisor at Winship Wealth Partners with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Cypress Partners, LLC. Slayen has been associated with Winship Park Asset Management, LLC since 2003. Winship Wealth Partners provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach is grounded in academic research, employing a core-and-satellite strategy with passive index funds and ETFs at the core, complemented by active managers when appropriate, and portfolios are globally diversified with a focus on small-cap and value exposures.

Tan Phan is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at TAN Wealth Management in San Francisco, CA. He previously worked seven years at PRUCO Securities, LLC and Prudential Insurance Company of America. Outside of financial advising, he is involved as a home care provider. TAN Wealth Management offers wealth management and comprehensive financial planning to individuals, families, and small businesses. The firm emphasizes a detailed discovery process to tailor recommendations and partners with a third-party manager for non-discretionary asset management, while also providing educational seminars and graduate-level financial planning instruction.

Donald Bussmann is the Founder and Chief Investment Officer of Velmark Capital Management LLC in San Francisco, CA. He has operated the firm since 2008, initially as a sole proprietor focused on research, development, and proprietary trading, and incorporated it as an LLC in 2016. Mr. Bussmann holds Series 63 and Series 65 licenses. Velmark Capital Management LLC is a boutique investment manager providing customized, active discretionary management of bespoke separately managed accounts and tailored financial and markets advisory services for individuals, families, and institutions. The firm combines systematic and discretionary analysis to manage liquid long, short, and spread positions across various asset classes and emphasizes individualized, tax-aware portfolio construction with distinctive operational practices.

Jason Kim is the sole advisor at Rosasharn Investment Management, LLC, holding a Series 65 license and bringing 11 years of industry experience. He has been involved with Knighted Ventures, LLC since 2012. Outside of his advisory role, Kim serves as president of Alpha Gaming, Inc., a business consulting firm. Rosasharn Investment Management provides discretionary portfolio management to individuals, high-net-worth clients, and small businesses, using tailored long/short equity and global macro strategies. The firm employs a combination of fundamental and technical stage analysis and may invest across various asset classes and global markets, with some accounts utilizing derivatives and performance-based compensation.

Robert Horowitz is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has operated Robert V. Horowitz, LLC since 2003 and is the sole advisor at Robert Horowitz Wealth Management in Mill Valley, CA. Robert Horowitz Wealth Management provides fee-only discretionary investment management and financial planning services to individuals, families, and trusts, focusing on busy professionals and retired couples. The firm emphasizes an efficient-markets, strategic asset allocation approach using primarily passively managed mutual funds and global diversification, with portfolios tailored to client-specific equity and bond targets.

Zahid Jafry is a financial advisor at Onus Observer LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Rootlogix LLC, and Zerodown. Onus Observer LLC provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, and estates, and also offers consulting services to third-party investment managers. The firm’s investment approach incorporates fundamental and cyclical analysis tailored to client goals, managing accounts on a discretionary basis with client-specified restrictions.

Marc Werres is a financial advisor at Hinde Group LLC in San Francisco, CA, holding a Series 65 designation with 16 years of industry experience. He has been with Hinde Group since 2015. Hinde Group provides discretionary investment management to individual and institutional clients through separately managed accounts, focusing on a value-oriented, concentrated equity strategy with multi-year holding periods. The firm employs primary fundamental research and uses derivatives, leverage, and cash allocations as risk-management tools, serving a small client base with portfolio management for pooled investment vehicles and offering detailed performance reporting.