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.

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.

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.

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.

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.

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.