Kyle Singleton is a financial advisor at Stonebridge Financial Group with eight years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and State Street Corp. He also serves as the durable power of attorney for an immediate family trust. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, offering discretionary wealth management, financial consulting, and retirement plan advisory services using a mix of quantitative and qualitative investment approaches.

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.

Jacqueline Remar is a CFP® professional with eight years of industry experience, currently serving at Meritas Wealth Management, LLC in San Rafael, CA. She has been with Meritas Wealth Management since 2013. Meritas Wealth Management provides fee-only investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm’s investment approach focuses on strategic asset allocation with long-term, buy-and-rebalance portfolios primarily using no-load mutual funds and institutional share classes.

William Bomar is a financial advisor with Alpha Wealth Management and Planning LLC in Novato, CA. He holds the Series 66 designation and has 20 years of industry experience, including roles at Applied Financial Planning, Inc. and LPL Financial, LLC where he has been active for the past 10 years. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, and specialized advisory services. The firm employs a primarily long-term investment approach integrating fundamental, technical, cyclical, and charting analysis to build diversified portfolios, and manages approximately $319.6 million for about 473 clients.

Gary Peace is a financial advisor with Blakeslee & Blakeslee Financial Advisers Inc. in Napa, CA. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including long tenures at Capital Group and American Funds. His recent career includes roles at Edward Jones and a sabbatical before joining his current firm. Blakeslee & Blakeslee Financial Advisers, Inc. serves individuals, families, trusts, charitable organizations, and businesses, including high-net-worth clients, through integrated portfolio management and financial planning. The firm employs a multi-adviser team approach and utilizes a process combining fundamental analysis, modern portfolio theory, and quantitative metrics with a long-term buy-and-hold strategy.

Andrei Jigalin is a CFP® with 30 years of industry experience, currently serving as an advisor at Alpha Wealth Management and Planning LLC. He has been with the firm since 2012 and also maintains an affiliation with LPL Financial. Alpha Wealth Management and Planning serves individuals, including high net worth clients, as well as pension plans, charitable organizations, and businesses. The firm offers investment management, financial and retirement plan consulting, and specialized advisory services, employing a primarily long-term investment approach with a mix of fundamental and technical analysis.

Christopher Sipes is a financial advisor with Fermata Advisors in Sonoma, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Fermata Advisory since 2019 and previously held roles at Enso Wealth Management and Wells Fargo. Outside his advisory duties, Sipes is appointed as an insurance agent with multiple carriers. Fermata Advisors serves individuals, small businesses, and plan fiduciaries, offering investment management, financial planning, and retirement-plan consulting. The firm employs a coaching-centered client model and integrates various analytical approaches in portfolio management, also providing ERISA fiduciary services for employer plans.

Gregg Clarke is a CFP® professional with 27 years of experience in financial advising. He has been with Meritas Wealth Management, LLC since 2008. Outside of his advisory role, he mentors in the Financial Planning Association’s Residency Program, developing and delivering case studies to CFP® professionals and candidates. Meritas Wealth Management provides fee-only investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm emphasizes strategic asset allocation and long-term, buy-and-rebalance portfolios primarily using no-load mutual funds and institutional share classes.

Spencer O Donnell is a financial advisor with O'Donnell Financial Services, LLC in San Rafael, CA, holding a Series 66 designation and two years of industry experience. His work history includes roles at Independent Financial Group, LLC and The Don Room, El Cortez. O'Donnell Financial Services, LLC provides wrap asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, and business entities. The firm offers tailored investment strategies through discretionary and non-discretionary mandates and is notable for its multiple business affiliations and sponsorship of client education events.

Jasin Carlen is an advisor at Alpha Wealth Management and Planning LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with LPL Financial since 2010. In addition to his advisory role, he provides non-variable insurance focusing on long-term care, life, and disability coverage. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, and specialized advisory services. The firm uses a primarily long-term investment approach that incorporates multiple types of analysis to build diversified portfolios, with ongoing account review and tax-efficient strategies.

Julian Goodman is a financial advisor at Stonebridge Financial Group with one year of industry experience. He holds a Series 66 designation and has previous experience at firms such as Equitable Advisors, Blair Martin Financial Professional, and Beacon Pointe Advisors. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, offering discretionary wealth management, financial consulting, and retirement plan advisory services. The firm uses a combination of quantitative and qualitative analysis, modern portfolio theory, and occasional charting to manage diversified portfolios across various asset classes.

Christopher Rose is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Aptus Financial, LLC since 2024 and previously at Waypoint Wealth Partners, Your Financial Pharmacist, CJR Financial LLC, and StubHub. Aptus Financial, LLC provides comprehensive financial planning and advisory services to individuals, trusts, foundations, and employer-sponsored defined-contribution retirement plans. The firm emphasizes a passive, long-term asset allocation approach and serves clients who retain custody and investment discretion, offering fixed-fee planning and subscription-based ongoing support rather than traditional asset-based fees.

Kelly Lawson is a financial advisor at The Putney Financial Group LLC with 40 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at several firms including Arete Wealth Management and Presidio Capital Advisors. Outside of his advisory role, he serves as treasurer for the San Geronimo Community Church, a nonprofit organization. The Putney Financial Group provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals, and charitable trusts. The firm’s investment approach integrates fundamental, quantitative, qualitative, and cyclical analysis, emphasizing diversified asset allocation with various securities tailored to client objectives.

Tiffani Clarke is a financial advisor at Meritas Wealth Management, LLC in San Rafael, CA, with 16 years of industry experience. She holds a Series 65 designation and has been with Meritas since 2009. Meritas Wealth Management provides personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm emphasizes long-term diversification through written Investment Policy Statements and primarily passive investment strategies informed by academic research and Modern Portfolio Theory.

Benjamin Stewart is a financial advisor at Stewart Wealth Management, Inc. with 25 years of industry experience. He has worked at Stewart Wealth Management since 2007 and previously spent six years at Wells Fargo Clearing. Stewart holds the Series 63 and Series 65 designations. Stewart Wealth Management provides investment advisory and financial planning services to individuals, trusts, retirement plan sponsors, endowments, and business entities. The firm uses a strategic asset allocation and core-satellite approach with low-cost, institutional-class funds, and incorporates derivatives and private placement consulting services in managing client portfolios.

Nico Russo is a financial advisor at Stonebridge Financial Group with eight years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors and AXA-Advisors, LLC prior to joining Stonebridge. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, providing discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a mix of quantitative and qualitative investment approaches and manages portfolios across a range of asset types, including stocks, bonds, ETFs, mutual funds, and alternatives.

Steven Romjue is a financial advisor at Ridgecrest Wealth Partners, LLC with 37 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He has been with Ridgecrest Wealth Partners since 2021. Ridgecrest Wealth Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm employs a combination of passive and active management strategies, including fundamental and technical analysis, options strategies, and tactical asset allocation, tailoring recommendations to client-specific profiles.

Marcus Nilsson is a financial advisor at Stonebridge Financial Group with 10 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Alders Financial Solutions. Nilsson is based in San Rafael, CA. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, offering discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a combination of quantitative and qualitative analysis and uses various investment vehicles, including stocks, bonds, ETFs, and alternative investments, to manage client portfolios.

Jennifer Bahi is a CFP® professional with three years of industry experience, currently serving as an advisor at Meritas Wealth Management, LLC in San Rafael, CA. Her entire career has been with Meritas Wealth Management, where she has worked since 2015. Meritas Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, and small businesses as a fee-only adviser. The firm emphasizes long-term diversification using primarily no-load mutual funds and passive strategies guided by academic research and Modern Portfolio Theory.

Andrew Hempeck is a CFP® professional with 21 years of experience in the financial services industry. He has been with Creekside Partners Investment Counsel since 2007, where he works as part of a two-advisor team. Creekside Partners serves individuals, families, related trusts, nonprofit entities, and company retirement plans by providing financial planning, discretionary investment management, and general advisory services. The firm employs a primarily value-driven investment approach, emphasizing low-turnover, tax-efficient strategies using low-cost index mutual funds, ETFs, and individual municipal bonds when appropriate.