Eileen Loustau is a CFP® professional with 14 years of industry experience, currently serving at Asti Financial Management. Her prior roles include positions at Arcadian Associates, Chevron Federal Credit Union, Lending Club, BancWest Investment Services, and Bank of the West. Asti Financial Management is a small advisory firm that offers comprehensive and hourly financial planning services to individuals, families, and small businesses, including high-net-worth clients. The firm develops investment strategies using both active and passive vehicles but does not act as a discretionary portfolio manager, with clients implementing recommendations through brokers or third-party managers.

Gavin Distasi is a financial advisor with Topel & DiStasi Wealth Management, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at LPL Financial from 2009 to 2017 before joining his current firm. Outside of his advisory role, he is an associate member and steering committee participant of Collaborative Practice East Bay, which provides education and outreach on alternative dispute resolution for divorcing couples. He also occasionally plays music. Topel & DiStasi Wealth Management serves individual and high-net-worth clients with asset management, comprehensive portfolio management, and standalone financial planning. The firm manages portfolios on a discretionary basis using model allocations ranging from conservative to aggressive, and offers broad financial planning services including retirement, estate, charitable, corporate, and tax planning.

Carol Horace is the sole advisor at Stafford Capital Management LLC in Sausalito, CA, holding Series 63 and Series 65 credentials with 41 years of industry experience. She has been with Stafford Capital Management since 2011 and worked previously at WM. H. Murphy & Co., Inc. in 2018. Stafford Capital Management provides discretionary portfolio management primarily for high-net-worth individuals, families, trusts, and small business entities. The firm uses a bottom-up, fundamental investment approach focused on equity securities, building concentrated, tax-aware portfolios with a growth-at-a-reasonable-price orientation.

Denise Doley is a financial advisor at Guardian Investment Management with 7 years of industry experience. She holds Series 65 and Series 66 designations and has been with Guardian Investment Management since 2014. Prior to that, she worked at California Mortgage Advisors from 2012 to 2016. Guardian Investment Management serves individual and high-net-worth clients, as well as trusts, charitable foundations, retirement plans, estates, and corporations. The firm employs a conservative, long-term investment approach focused on capital preservation and uses fundamental analysis to manage a concentrated portfolio of large-cap, G7-domiciled companies.

Scott Arwin is a CFA® charterholder with 32 years of industry experience. He is the sole advisor at Ring Mountain Capital, LLC, where he has worked since 2017. Prior to founding Ring Mountain Capital, he spent 20 years at UBS Financial Services Inc. and briefly worked at Northwest Asset Management. Ring Mountain Capital provides investment management and financial planning services to individuals, trusts, corporations, pension plans, and institutional clients. The firm manages approximately $185.7 million and employs a tailored approach focusing on U.S. and non-U.S. equities and fixed income, using ETFs and mutual funds as appropriate.

Brenda Friedlander is a CFP® with 13 years of industry experience, currently practicing at Spectrum Financial Management in San Rafael, CA. She has been with Spectrum Financial Management since 1992, contributing over three decades to the firm. Spectrum Financial Management provides investment management, financial planning, and tax services primarily to individual and high-net-worth clients and their trusts. The firm emphasizes an asset-allocation driven investment approach using no-load mutual funds and ETFs, with integrated tax planning and specialized tax services offered alongside portfolio management.

Nicholas Bell is a financial advisor with Dunvegan Associates Inc. in Oakland, CA. He holds a Series 65 designation and has two years of industry experience. He has been with Dunvegan Associates since 2010. Dunvegan Associates is an independent registered investment adviser that provides discretionary portfolio and wealth management services to individual clients, including high-net-worth individuals and trusts. The firm uses a research-driven approach combining fundamental and technical analysis, emphasizing balance-sheet strength and dividend yield in equity selection, and considers duration and after-tax yield in fixed-income choices.

Michael Sall is a Series 65-licensed financial advisor with three years of industry experience. He has worked at Warbler Advisory, Inc. since 2023 and has been involved with Warbler Labs Inc. since 2020. His prior experience includes roles at Coinbase, Inc. and several other companies. Heron Finance offers internet-based investment advisory services to U.S. accredited investors and registered investment advisors through a single online platform. The firm uses an algorithmic approach to construct personalized private market portfolios, allocating across various strategies and asset classes such as private credit, private equity, infrastructure, and real estate.

Jill Carothers is a CFP®-credentialed financial advisor at Clarity Wealth Partners with seven years of industry experience. Her prior roles include positions at Rebalance LLC, Waypoint Wealth Partners, Brouwer and Janachowski, LLC, and a long tenure at All California Mortgage. Clarity Wealth Partners is a fee-only registered investment adviser that provides wealth management, comprehensive financial planning, and portfolio supervision for individual and high-net-worth clients. The firm also conducts educational seminars and offers project-based planning, managing portfolios with a combination of passive and active strategies and incorporating socially responsible investment options when requested.

Lauren Friedlander is a CFP® professional at Spectrum Financial Management with one year of industry experience. Prior to joining Spectrum, she held roles at RBC Wealth Management and worked at the University of Wisconsin-Madison. Spectrum Financial Management advises individuals and high-net-worth clients and their trusts, providing investment management along with financial planning and tax services. The firm uses an asset-allocation approach focused on fundamental analysis and offers integrated tax planning and representation services.

Brock Stassi is a financial advisor at Baer Investment Advisory LLC with three years of industry experience. He has a background in professional baseball and currently serves as a baseball coach at William Jessup University. Baer Investment Advisory LLC provides discretionary portfolio management to individuals, high-net-worth clients, trusts, and corporations, utilizing a combination of fundamental, technical, cyclical, and quantitative analysis alongside modern portfolio theory to tailor investment strategies.

Joseph Haberman is a financial advisor with Marin Bay Wealth Advisors, LLC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked at Marin Bay Wealth Advisors since 2017 and previously held positions with Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as the head basketball coach at Cunha Intermediate School. Marin Bay Wealth Advisors provides asset management and investment consulting primarily to high net worth individuals, trusts, estates, and charitable organizations. The firm employs a multifaceted investment process that includes fundamental, technical, quantitative, and sector analysis, along with third-party manager due diligence, and offers strategies such as covered-call writing and defensive allocations.

Laurean Nardone is a CFP® with 25 years of industry experience and has been with Shira Ridge Wealth Management since 2000. She holds the Series 63 designation and provides fixed annuities, life insurance, and long-term care products as part of her services. Nardone serves on the boards of the Marin Shakespeare Company, Inc. and the League of Women Voters Marin County. 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 offers portfolio management and comprehensive financial planning, emphasizing diversified, tax-aware portfolios constructed with ETFs and mutual funds, and conducts quarterly portfolio reviews.

Alisha Bhardwaj is a financial advisor at Trillium Investments with 17 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2003 to 2019 before joining Trillium Investments in 2019. Trillium Investments provides discretionary investment management along with financial planning and retirement, estate, and tax planning services for individual and high-net-worth clients. The firm employs a tax-aware, value-oriented investment process that incorporates macroeconomic and fundamental analysis, risk controls, and diversification across growth and income positions.

Morgan Selmi is a financial advisor at Broadwing Capital Advisors, Inc., holding a Series 65 credential. He has been with Broadwing since 2017 and has experience working in education and sports, including roles at St. Vincent de Paul High School and Sonoma Stompers Baseball. Broadwing Capital Advisors provides discretionary portfolio management and financial planning services for individuals, families, and trusts, as well as non-discretionary advice to employer-sponsored retirement plans. The firm employs model portfolio management with a focus on low-cost ETFs and dividend-paying stocks, using fundamental screening and third-party research to guide investment decisions.

Alvin Yam is a CFP® with 17 years of industry experience and is a managing member of Paraiba Wealth Management LLC. He worked at Stonemark Wealth Management for nine years before joining Paraiba Wealth Management in 2022. Paraiba Wealth Management LLC is a California-registered investment adviser serving primarily high-net-worth individuals. The firm manages customized model portfolios using a combination of fundamental, technical, and cyclical analysis, and offers financial planning and retirement-rollover advice while acting as a fiduciary.

James Frazin is a CFP® professional with 22 years of experience in financial planning. He has been with Communitas Financial Planning PBC since 2011. Communitas Financial Planning PBC provides retirement plan consulting, plan-sponsor services, and investment advisory support focused on pooled and institutional arrangements. The firm emphasizes socially responsible investing by integrating third-party SRI managers and offers educational workshops alongside hands-on pension consulting.

Thinh Nguyen is a CFP® professional affiliated with Fog City Advisors, LLC, with three years of industry experience. Prior to joining Fog City Advisors, he held positions at CSU East Bay and Laney College. Fog City Advisors is a fee-only firm that offers holistic financial planning and investment management to individuals, families, trusts, non-profits, and business entities. The firm follows a long-term, strategic asset allocation approach using diversified, low-cost mutual funds and ETFs, with selective use of fixed-income securities and specialized funds.

Charlotte Sloan is a financial advisor at Stonebridge Financial Group with 41 years of industry experience. She holds the ChFC® designation, as well as Series 63 and Series 65 licenses. Prior to joining Stonebridge in 2026, she worked at Equitable Advisors and Axa Advisors for over two decades. 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 to construct diversified portfolios and provides ongoing monitoring and reporting for its clients.

Christopher Gilmor is a CFP® professional at Meristead Wealth, LLC with 15 years of industry experience. He has worked at Stansberry Asset Management since 2022 and was previously with Marin Capital Management from 2015 to 2022. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and third-party asset management programs. The firm combines macro analysis with fundamental research to pursue opportunistic, value-oriented allocations across global equities and credit, and also manages private credit funds for accredited or qualified investors.