Steven Wilkes is a CFA® charterholder and holds a Series 66 license with 21 years of industry experience. He has worked with Hutchinson Capital Management for 23 years before joining HCM Wealth, a four-advisor team based in San Rafael, CA. HCM Wealth is an independent, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, and charitable organizations, with a focus on financially conservative, high-net-worth clients. The firm employs a value-oriented investment approach emphasizing capital preservation through concentrated equity portfolios, laddered fixed income, and client-specific investment guidelines.

Jake Popoff is a financial advisor with HCM Wealth in San Rafael, CA, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Hutchinson Capital Management, Sanford C. Bernstein & Co., NYLIFE Securities LLC, New York Life Insurance Company, and AFLAC Supplemental Insurance. HCM Wealth is an independent, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, and charitable organizations, primarily focusing on financially conservative, high-net-worth clients. The firm employs a value-oriented investment approach emphasizing capital preservation through concentrated equity portfolios, laddered fixed income, and sub-advisory relationships.

Gage Houser is a CFA® charterholder with 17 years of industry experience. He is currently with HCM Wealth, where he has worked since 2026, following an 18-year tenure at Hutchinson Capital Management and one year at Credit Suisse Securities (USA) LLC. HCM Wealth is an independent, SEC-registered investment adviser serving high-net-worth individuals, families, trusts, retirement plans, charitable organizations, and occasionally state and municipal government clients. The firm emphasizes a capital preservation and value-oriented investment approach through concentrated equity portfolios, laddered investment-grade fixed income, and client-specific Investment Policy Guidelines.

Stuart Crandall is a CFP® and Series 66 licensed advisor with 21 years of industry experience. He is currently with HCM Wealth, where he has worked since 2026. His prior experience includes roles at Hutchinson Capital Management, Threadline Wealth, and Merrill. HCM Wealth is an independent investment adviser serving high-net-worth individuals, families, trusts, retirement plans, and charitable organizations. The firm emphasizes capital preservation and a value-oriented investment approach using concentrated equity portfolios, laddered fixed income, and client-specific investment policies.