Michael Bristow is a financial advisor at Tamalpais Asset Management with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple firms including Emerson Equity LLC and Calamar Financial Group. Since 2017, he has been a managing partner at Tamalpais Asset Management, overseeing day-to-day operations and client management. Tamalpais Asset Management manages approximately $262.5 million for around 261 client relationships, focusing on high-net-worth households and accredited investors. The firm employs a range of strategies including passive core exposures, options, margin transactions, and private placements, typically operating with discretionary trading authority.

Michael Phippen is a financial advisor at Gordian Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Gordian Wealth Advisors since 2015. His prior experience includes roles at Sanctuary Securities, LLC and Gordian Capital Management, LLC. Gordian Wealth Advisors manages approximately $488.7 million primarily for high-net-worth individuals, trusts, and estates, offering discretionary portfolio management, integrated financial planning, and access to independent managers and private pooled investment vehicles. The firm develops customized Investment Policy Statements and employs a range of strategies, including covered-call overlays and an endowment-style diversified model, with oversight from an investment committee.

Jared Barnecut is a CFP® with 19 years of industry experience, currently serving at Stewart Wealth Management, Inc. since 2007. He holds the Series 66 designation and is based in San Rafael, CA. Stewart Wealth Management advises individuals, families, trusts, endowments, qualified retirement-plan sponsors, and business entities, managing approximately $501 million across around 337 client relationships. The firm’s investment approach focuses on strategic asset allocation and global diversification using low-cost, institutional-class mutual funds and ETFs within a core-satellite framework, incorporating pension consulting and private placement consulting alongside the use of derivatives and leverage in separately managed accounts.

David Wolfensperger is a CFP® with 14 years of industry experience, currently serving as an advisor at Stewart Wealth Management, Inc. since 2018. He is also a trustee of the Hans R. Wolfensperger GST Trust, an investment-related role. Stewart Wealth Management advises individuals, families, trusts, endowments, qualified retirement-plan sponsors, and business entities, managing approximately $501 million across about 337 client relationships. The firm emphasizes strategic asset allocation and global diversification using low-cost, institutional-class mutual funds and ETFs within a core-satellite framework, and offers pension consulting and private placement consulting services alongside selective use of derivatives and leverage in separately managed accounts.

Marc Edwards is a financial advisor with GenCap Portfolio Management and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, including 11 years at Winans Investments and five years with GenCap and Front Row Advisors LLC. Edwards also receives solicitation fees for clients introduced to the RIA. GenCap Portfolio Management offers discretionary and non-discretionary portfolio management, financial planning, and subadvisory services to individuals, high-net-worth clients, and other investment advisers. The firm uses fundamental analysis and modern portfolio theory to guide asset allocation and risk management across a range of investment products.

Christopher Martin is a financial advisor with Tamalpais Asset Management in Larkspur, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Securities and Kent Lake Capital. Tamalpais Asset Management manages approximately $262.5 million for around 261 client relationships, primarily serving high-net-worth households and accredited investors. The firm provides portfolio management and financial planning, emphasizing passive core investments alongside various strategies such as options and private placements.

Thomas McAuliffe is a financial advisor at American Money Management, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Advisor Resource Council, Heritage Wealth Management, and Conscious Capital. Outside of his advisory work, he is a meditation teacher and spiritual director, and serves on the board of Unity in Marin, a nonprofit spiritual community. American Money Management, LLC provides discretionary portfolio management, 401(k) advisory services, and financial planning to individual clients, investment companies, pension plans, trusts, and business entities. The firm employs an investment committee to implement customizable asset-allocation strategies and offers alternative investments with established controls.

Blair Martin is a financial advisor with Stonebridge Financial Group in San Rafael, CA, holding a Series 66 designation and over 24 years of industry experience. Prior to joining Stonebridge, he worked at Equitable Advisors and Axa Advisors for 17 and 11 years, respectively. Outside of advisory work, he is a partner in Toby Lane Vineyards, a winery business. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors with discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a blend of quantitative and qualitative investment strategies and manages a diverse range of asset types on a discretionary basis.

Lyle Bonn is a financial advisor with GenCap Portfolio Management and holds a Series 63 designation. He has 23 years of industry experience and has been with Front Row Advisors LLC since 2015. Outside of advising, he is involved in West Coast sales for RPG Consultants, a third-party administrator and record keeper unrelated to investment activities. GenCap Portfolio Management, operating as Front Row Advisors LLC, provides discretionary and non-discretionary portfolio management, financial planning, and subadvisory services to individuals, high-net-worth clients, and other investment advisers. The firm employs fundamental analysis and modern portfolio theory to manage diversified portfolios without a stated minimum account size.

Michael Roy is a financial advisor with Main Street Research LLC, holding a Series 65 designation and 13 years of industry experience. His prior work includes roles at Fisher Investments, Canter Wealth, and Zacks Investment Management. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions, managing approximately $2.68 billion across over 1,000 client relationships. The firm delivers tailored investment advice through a multi-advisor team and offers discretionary management emphasizing individual securities alongside diversified strategies such as ESG models and specialized sub-advisors.

Cullen Jowitt is a financial advisor at Gordian Wealth Advisors, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Gordian Wealth Advisors in 2019, he worked at Zeta Global for five years. He is also a partner in Jowitt Consulting, a non-investment-related business. Gordian Wealth Advisors serves primarily high-net-worth individuals as well as trusts and estates, providing discretionary portfolio management, independent manager oversight, and integrated financial planning. The firm employs a blend of fundamental and quantitative analysis to implement diversified, asset-allocation-driven strategies tailored to each client’s objectives and risk tolerance.

Jason Saxon is a financial advisor with Private Wealth Partners, LLC, holding Series 63 and Series 65 licenses. He has been with the firm since 2005. Private Wealth Partners provides discretionary portfolio management and financial planning for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts and estates, and corporations. The firm manages approximately $1.92 billion in client assets and employs diversified strategies across equities, ETFs, fixed income, structured notes, private credit, and select covered-call option programs.

Andrew Taylor is a financial advisor with The Putney Financial Group LLC in San Rafael, CA. He holds a Series 66 designation and has 12 years of industry experience. His prior work includes roles at Arete Wealth Management and Portsmouth Financial. 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 employs a comprehensive investment process that incorporates fundamental, quantitative, qualitative, and cyclical analysis, with an emphasis on asset allocation across various securities.

Corey Saft is a CFP® with 14 years of industry experience currently serving as an advisor at Sivia Capital Partners, LLC since 2017. His prior work includes roles at SF Sentry Securities, Inc. and UBS Financial Services. Saft holds the Series 66 designation and operates out of Mill Valley, California. Sivia Capital Partners, LLC provides tailored wealth management services to high-net-worth individuals and families, combining asset management, financial planning, and family office offerings. The firm employs a diverse investment approach that includes public and private assets, digital currencies, and may engage in strategies such as short-term trading and margin when suitable for clients.

Stephen Chen is a Series 65-licensed financial advisor with eight years of industry experience. He is currently affiliated with Boldin Advisors and has held roles at Newretirement Advisors, LLC since 2018 and Newretirement, Inc. since 2004. Chen serves as CEO of NewRetirement, Inc., an educational website focused on retirement planning. Boldin Advisors offers financial planning and consulting services to individuals, trusts, estates, and small businesses, emphasizing a fiduciary approach with investment strategies based on Modern Portfolio Theory and low-cost indexed funds. The firm provides planning through written reports and fixed or hourly engagements without managing client assets directly.

Kyle Daniels 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 Axa Advisors. Outside of his advisory role, Daniels serves as a board member for the Autism Society San Francisco Bay Area and acts as a co-trustee for his brother’s special needs trust. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors with discretionary wealth management, financial consulting, and retirement plan advisory services. The firm combines quantitative and qualitative analysis with various investment strategies to manage portfolios across multiple asset classes.

Declan Lynch is a CFP® affiliated with Assembly Wealth in Mill Valley, CA, with two years of industry experience. Prior to his current role, he worked across various sectors including architecture and environmental technology. He also served in escort and safety services at Brandeis University for several years. Assembly Wealth is a team-based SEC-registered investment adviser managing approximately $336.7 million as of year-end 2025. The firm offers discretionary portfolio management, financial planning, and third-party manager services to a diverse client base, utilizing individualized investment policies and a combination of in-house and third-party strategies.

Edward Smith is a financial advisor at Caldwell Sutter Capital, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Caldwell Sutter Capital since 2018. Caldwell Sutter Capital primarily serves high-net-worth individuals, families, and related entities, as well as corporate and municipal clients. The firm employs a bottom-up, fundamental value investment approach with a long-term, buy-and-hold orientation, managing approximately $606 million across customized portfolio management and financial planning strategies.

Lincoln Wells is a financial advisor at Tamalpais Asset Management with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mount Tamalpais Asset Management, LLC since 2021 and DLT Systems LLC since 2012. Tamalpais Asset Management manages approximately $262.5 million for around 261 client relationships, primarily serving high-net-worth households and accredited investors. The firm provides portfolio management and financial planning using written Investment Policy Statements and typically favors passive core exposures combined with fundamental, cyclical, and quantitative analysis.

Trevor Scotto is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Fiduciary Financial Group, LLC, where he has worked since 2016 in various capacities. His prior experience includes roles at East Bay CDFA, LLC, and Munc & Cooper CPAs LLP, as well as work as a real estate agent and Certified Divorce Financial Analyst (CDFA). Fiduciary Financial Group is a fee-based advisory firm managing over $1 billion for individuals, high-net-worth households, and retirement plan sponsors. The firm utilizes a research-driven approach combining fundamental, technical, and cyclical analysis, employing ETFs, mutual funds, stocks, closed-end funds, and options strategies tailored to client objectives, while integrating ongoing financial planning and tax advisory.