Eric Ziegler is a CFP® professional with 18 years of industry experience, currently serving as a principal at Hutchinson & Ziegler Financial Advisors, Inc. He has been with the firm and its predecessor since 2007. Hutchinson & Ziegler Financial Advisors is an independent firm managing approximately $235 million in client assets for individuals, families, trusts, retirement plans, and charitable institutions. The firm emphasizes discretionary management of broadly diversified, tax-efficient portfolios primarily composed of low-cost mutual funds and ETFs, with ongoing supervision and periodic rebalancing.

William Browne is a financial advisor at Monetary Management Corporation with 24 years of industry experience. He holds a Series 66 designation and has been with Monetary Management Corp. since 1984. Monetary Management Corporation provides discretionary portfolio management primarily for individual investors, including IRAs, trusts, family limited partnerships, and foundations, with a focus on equities. The firm uses proprietary, earnings-based stock selection formulas and employs strategies such as Multi Cap Earnings Growth and Market Neutral, incorporating short positions and options for hedging and market-neutral approaches.

Anita Chan is a financial advisor at Garhwal, Chan & Williams Inc. with 23 years of industry experience. She holds a Series 65 credential and is a co-founder and partner of a certified public accounting firm that provides business management, consulting, accounting, estate planning, and tax preparation services. Ms. Chan also co-founded Garhwal, Chan & Williams Family Office. Garhwal, Chan & Williams serves a small, primarily high-net-worth client base, including individuals, trusts, closely held businesses, and certain ERISA plans. The firm’s investment approach focuses on long-term, asset-class investing through broadly diversified passive exposures, avoiding active market timing or frequent trading, and has a notable affiliation with a CPA practice that offers complementary tax and estate planning services.

Declan Wolfe is a financial advisor at Abra Capital Management, LP with two years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and First Republic Bank. Abra Capital Management specializes in portfolio management of digital assets for high-net-worth individuals, trusts, family offices, and institutional clients. The firm offers advisory services that include portfolio construction, staking and validator participation, on-chain lending, and DeFi strategies, with an investment process overseen by an Executive Investment Committee.

Robert Hunter Jr. is a financial advisor with Marin Wealth Advisors LLC in San Rafael, CA, holding a Series 63 designation and 26 years of industry experience. He has been with Marin Wealth Advisors since 2004. Marin Wealth Advisors serves individuals, families, trusts, estates, corporations, non-profits, and retirement plans, managing approximately $76 million across about 94 client relationships. The firm offers discretionary and non-discretionary investment management along with project-based and comprehensive financial planning, focusing on strategic asset allocation combined with individual stock and bond selection in globally diversified portfolios.

Katherine Mc Gee is a financial advisor at Shepherd Street Advisors with two years of industry experience. She holds a Series 65 designation and previously worked at Wells Fargo for 15 years. Shepherd Street Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and charitable organizations. The firm uses a combination of fundamental, technical, and charting analysis to build portfolios from individual equities, mutual funds, ETFs, bonds, and options, and is noted for its use of derivatives and participant account management through third-party platforms.

Heidi Morshead is a financial advisor at Shira Ridge Wealth Management in San Rafael, CA, with 18 years of industry experience. She holds a Series 63 designation and has been with Shira Ridge since 2012. Outside of her advisory role, she is involved in a consulting business related to real estate. Shira Ridge Wealth Management serves individual and high-net-worth clients, as well as small business owners, managing approximately $323 million in discretionary assets. The firm focuses on portfolio management, comprehensive financial planning, and coordinating separate managed accounts, emphasizing diversification, tax-aware strategies, and regular portfolio reviews.

Harrison Lazarus, Jr. is a financial advisor with Harrison Lazarus Advisors, Inc. in San Francisco, CA, holding a Series 65 designation and 18 years of industry experience. He has been with his current firm since 2007. The firm provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities, managing most client assets on a non-discretionary basis with a focus on mutual fund–based asset-class allocations and periodic rebalancing. It is affiliated with a separate CPA/accounting practice operated by the principal, offering tax and accounting services under a separate agreement.

Scott Chapman is the principal advisor at Chapman Investment Management, LLC in San Anselmo, CA. He holds the CFA® designation and has 29 years of industry experience, including 16 years at TRAN Capital Management, L.P., prior to founding his current firm in 2013. Chapman Investment Management provides discretionary portfolio management through separately managed accounts for individuals, trusts, estates, and select institutional clients. The firm employs a long-term, multi-cap investment approach focused on fundamental research and valuation discipline, managing roughly $200 million for about 62 clients with a relatively concentrated, long-only portfolio.

Heather Hutchinson is a CFP® certificant with 21 years of industry experience. She has been a principal at Hutchinson & Ziegler Financial Advisors, Inc. since 2007. Outside of her advisory role, she leads a weekly dance fitness class as an instructor for Marin SHiNE. Hutchinson & Ziegler Financial Advisors, Inc. serves individuals, families, trusts, corporate pension and profit-sharing plans, and charitable institutions by providing discretionary investment management and financial planning. The firm focuses on asset-allocation-driven, long-term portfolios using primarily no-load, low-cost mutual funds and ETFs, with an emphasis on tax efficiency and customized client solutions.

Josh Schein is a financial advisor at Global Key Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at Morgan Stanley and Citigroup Global Markets. Outside of advising, he is a general partner in an energy equipment fund and serves on the advisory board of a venture studio focused on disaster mitigation. Global Key Management provides integrated financial planning and investment management services to individuals, families, trusts, foundations, and family offices, utilizing separately managed account portfolios with a statistically driven investment process that emphasizes proprietary data analysis and concentrated long-only models.

Suzy Hong is a financial advisor at WealthBoost Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Goodin, MacBride, Squeri & Day, LLP for eight years, as well as for the City & County of San Francisco. WealthBoost Advisors, LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and specialized investment advisory services primarily for individual clients, small business retirement plans, and charitable organizations. The firm uses a tailored, goals-based process focusing on mutual funds, ETFs, model portfolios, and selected sub-advisers, with an emphasis on Modern Portfolio Theory and specialized services including legal qualifications and charitable foundation advisory.

Kian Nobari is the sole advisor at Integrous, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has led Integrous since 2010 and is also the owner of Netaria, Inc., an IT sales and consulting firm. Nobari serves as president, CFO, and secretary of the Far West Roundup nonprofit, is secretary of the San Francisco chapter of the Financial Planning Association, advises and mentors at the Cleantech Open, and teaches financial planning and business development as an adjunct professor at Golden Gate University. Integrous offers fee-based investment advisory, financial planning, and pension consulting services to individuals, business owners, corporate executives, and various entities. The firm’s approach centers on customized investment policy statements, asset allocation modeling, and third-party manager selection, typically operating on a non-discretionary basis, and it also provides accounting, bookkeeping, and tax preparation services alongside its advisory work.

Stephen Catton is a financial advisor at Catton Capital Partners, LLC in San Francisco, CA, with 24 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. He serves on the finance council of Santa Maria Catholic Church in an advisory capacity to assist with budgeting and financial oversight. Catton Capital Partners, LLC provides discretionary asset management, comprehensive portfolio management, and retirement plan consulting for individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-strategy investment approach, combining fundamental, technical, charting, and cyclical analysis, and utilizes a range of instruments and third-party managers tailored to client objectives.

Tuvshinjargal Odeh is a financial advisor at Shira Ridge Wealth Management with two years of industry experience. She holds the Series 66 designation and has worked previously at firms including EQIS Capital Management and LPL Financial. Shira Ridge Wealth Management serves individual and high-net-worth clients, as well as small business owners, managing approximately $323 million in discretionary assets. The firm provides portfolio management, comprehensive financial planning, and consulting, emphasizing diversification, tax-aware implementation, and quarterly portfolio reviews.

Tanya Steinhofer is a CFP® and CFA® credentialed advisor with 19 years of industry experience. She has been with Redwood Grove Wealth Management since 2009. The firm serves individuals and families, providing discretionary asset management and comprehensive financial planning. Redwood Grove Wealth Management emphasizes long-term, tax-efficient, low-cost strategies focused on diversification and Modern Portfolio Theory, primarily using index mutual funds and ETFs.

Guillaume Decalf is a financial advisor at WE Financial Group with eight years of industry experience. He holds a Series 65 designation and has worked at Oui Financial, Fitbit, and Bluegrasshopper. Outside of his advisory role, he provides product feedback and strategic recommendations for several technology and marketing platforms, including a direct indexing platform and AI meeting script software. WE Financial Group serves individual and high-net-worth clients with discretionary investment management, financial planning, and estate-planning support. The firm uses a blend of fundamental, technical, and cyclical analysis alongside diverse strategies such as tax-loss harvesting and options-based products, and it offers educational seminars for clients and the wider public.

Sherry Karlsson is a financial advisor at Rosenblum Silverman Sutton Sf Inc in San Francisco, CA, with four years of industry experience. She holds Series 65 and Series 66 designations. Her prior work includes roles at Minkoff & Associates, Bank of America, N.A., and Merrill. Rosenblum Silverman Sutton Sf Inc provides customized investment management and financial planning for individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, and business entities. The firm’s investment approach incorporates macroeconomic monitoring, fundamental equity analysis, and tactical rebalancing, managing approximately $486.6 million in discretionary assets across a team of four advisors.

Charles Angle is a CFP® with 12 years of industry experience, currently serving as an advisor at Rosenblum Silverman Sutton Sf Inc. His prior roles include positions at Cerity Partners LLC, Summitry, and Bank of the West. Rosenblum Silverman Sutton Sf Inc. provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, and business entities. The firm combines fundamental equity analysis and macroeconomic monitoring with tactical rebalancing and fixed-income selection to develop individualized investment plans tailored to each client’s needs.

Richard Mordesovich is a financial advisor at Sonoma Private Wealth LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Baker Avenue Asset Management and Silicon Private Wealth, LLC. He manages a donor-advised charitable fund in addition to his advisory role. Sonoma Private Wealth LLC provides portfolio management, financial planning, and family office services to individuals, high-net-worth clients, and charitable organizations. The firm employs model portfolios and sub-advisers, incorporating ESG considerations through HIP Investor’s ratings in its investment process.