Jacqueline Rowe is a Financial Advisor at Fiduciary Financial Group, LLC in San Rafael, CA, holding a Series 66 designation with 32 years of industry experience. She previously worked at Merrill for 28 years before joining her current firm in 2022. Fiduciary Financial Group provides discretionary asset management and ongoing financial planning to individuals, ERISA retirement plans, and select business entities. The team manages approximately $1.23 billion in client assets and employs a range of investment strategies, including fundamental, technical, and cyclical analysis, with unique affiliations to accounting and legal firms that provide integrated services to clients.

Davis Rich is a financial advisor with Fermata Advisors in Sonoma, CA, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Rich Financial and Asset Management Group. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to manage portfolios and retirement plans.

Meghan Hyland is a financial advisor at Westhill Financial Advisors, Inc. with 10 years of industry experience. She holds a Series 65 designation and has been with Westhill Financial Advisors since 2015. The firm provides personalized financial planning, investment management, and pension consulting to a diverse client base, including high-net-worth individuals, trusts, estates, businesses, non-profits, and retirement plans. Westhill employs a strategic asset allocation process using a core-and-satellite approach and offers services on both discretionary and stand-alone bases.

Michael Nakano is a financial advisor with Independent Financial Group, LLC, holding a Series 63 license and bringing 41 years of industry experience. His prior work includes roles at National Planning Corporation and United Planners' Financial Services of America. He is also involved in insurance sales outside of Independent Financial Group. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

Shayne Cooper is a financial advisor at Fiduciary Financial Group, LLC in San Rafael, CA, with six years of industry experience and a Series 65 credential. He is also a partner and tax manager at Cooper & Vogelheim LLP, where he focuses on tax compliance and consulting. Fiduciary Financial Group provides discretionary asset management and ongoing financial planning to individuals, ERISA retirement plans, and select business entities. The firm manages approximately $1.23 billion in client assets, employing a range of investment strategies including ETFs, mutual funds, individual stocks, and option contracts, and offers affiliated tax and legal services through related entities.

Richard Gibson is a financial advisor with Tamalpais Asset Management in Larkspur, CA, holding Series 63 and Series 65 registrations and 18 years of industry experience. He has worked at firms including Global View Capital Management and Purshe Kaplan Sterling Investments. Gibson serves on the board of the Disabled Resource Center, Inc., a nonprofit supporting independent living for disabled individuals. Tamalpais Asset Management manages approximately $262.5 million for about 261 client relationships, primarily serving high-net-worth and accredited investors with ongoing portfolio management and financial planning. The firm employs written Investment Policy Statements and favors passive core exposures supplemented by various strategies, including options and alternative investments, generally under discretionary trading authority.

Rebecca Rich is a financial advisor at Fermata Advisors in Sonoma, CA, holding a Series 65 designation with two years of industry experience. She has worked at Fermata Advisors and its dba Rich Financial since 2023 and previously spent several years at Envestnet. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and utilizes a combination of behavioral, charting, cyclical, fundamental, and technical analysis to guide portfolio allocations.

Jesse Dogillo Jr. is a financial advisor at McClurg Capital Corporation with over 42 years of industry experience. He holds the CFP® and ChFC® designations and has been with McClurg Capital since 1996. Outside of his advisory role, he serves as a volunteer National Board Trustee for the National Association of Insurance and Financial Advisors and provides financial counseling to active duty National Guard and reserve service members through a Department of Defense program. McClurg Capital Corporation offers investment advisory and portfolio management services tailored to individuals, trusts, pension plans, endowments, and charitable organizations. The firm emphasizes customized portfolio construction on an account-by-account basis, employing strategies such as asset-class diversification, bond laddering, and tactical cash management.

Teresa Coleman is a financial advisor with Creekside Partners Financial Advisers LLC in Petaluma, CA. She holds a Series 66 designation and has 21 years of industry experience, including over a decade at Creekside Partners. Creekside Partners serves individuals, families, related trusts, select nonprofit entities, and company retirement plans, 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 and constructs portfolios around client-specific roadmaps.

Shelby Wirick is a financial advisor at Fermata Advisors in Sonoma, CA, holding a Series 65 license with three years of industry experience. Prior to joining Fermata Advisors, Shelby worked at Sonoma Wealth Advisors, LLC and spent five years at Cintas Corporation. Outside of advising, Shelby is a manager and member of Wirick Enterprises LLC. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and integrates various analytical approaches to portfolio management and fiduciary services.

Nicholas Safrit is a CFP® with 21 years of industry experience, currently serving at Westhill Financial Advisors, Inc. since 2020. Prior to joining Westhill, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. WestHill Financial Advisors offers personalized financial planning, investment management, and pension consulting to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs a strategic asset allocation process using a core-and-satellite approach and provides tailored portfolios based on clients’ risk tolerance, time horizon, tax considerations, and liquidity needs.

Richard Speed is a financial advisor at McClurg Capital Corporation with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McClurg Capital since 1998. In addition to his advisory role, he has worked as a history professor at California State University since 1992. McClurg Capital provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, IRAs, endowments, and charitable organizations. The firm constructs customized portfolios for each client, emphasizing asset-class diversification, bond laddering, and tactical cash management, with daily oversight and quarterly performance reporting.

Michael Worthington is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Stonebridge Financial Group since 2026 and previously spent a decade with Equitable Advisors and AXA-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 applies a combination of quantitative and qualitative analysis and uses a variety of investment vehicles, managing approximately $896 million in discretionary assets.

Thomas Vogelheim is a financial advisor with Fiduciary Financial Group, LLC, bringing 21 years of industry experience. He is also the sole shareholder of FFG Law, a law firm, and an owner and partner of Cooper & Vogelheim, LLP, a CPA firm. Vogelheim divides his time among these legal and accounting roles in addition to his advisory work. Fiduciary Financial Group provides discretionary asset management and ongoing financial planning to individuals, including high-net-worth clients, ERISA retirement plans, and select business entities. The team manages approximately $1.23 billion in client assets, utilizing a mix of ETFs, mutual funds, individual stocks, and closed-end funds, and employs fundamental, technical, and cyclical analysis alongside sub-advisors when appropriate.

Keith Wheeler is a financial advisor with Alpha Wealth Management and Planning LLC in Novato, CA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes roles at Morgan Stanley, Bank of America, Merrill, and Robert W. Baird. He serves as a board member for the Novato Police K9 Foundation. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, retirement consulting, and specialized advisory services. The firm employs a primarily long-term investment approach that integrates fundamental, technical, cyclical, and charting analysis to build diversified portfolios and sponsors its own wrap fee program with technical and fundamental platform options.

Penny Bacharach is a CFP® professional with over 41 years of industry experience. She is currently with Alpha Wealth Management and Planning LLC, where she has been since 2015, and has also been associated with LPL Financial since 2005. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering a range of services including investment management, financial planning, retirement plan consulting, and specialized advisory work. The firm manages diversified portfolios with a primarily long-term investment approach, incorporating multiple analysis techniques and offering tax-efficient asset management alongside its own wrap fee program.

Daniel Murray Jr. is a financial advisor with Mirador Capital Partners in Larkspur, CA. He holds a Series 66 designation and has 14 years of industry experience, including 11 years with Mirador Capital Partners. Mirador Capital Partners provides portfolio management, financial planning, and retirement consulting services to individuals, trusts, pension and profit-sharing plans, and small businesses. The firm employs a top-down fundamental investment approach supplemented by technical analysis and manages a range of proprietary strategies across various asset classes.

Michael Garrigan 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, he is involved in real estate investment through ownership of multiple properties and co-ownership of an investment LLC. 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 combination of quantitative and qualitative investment strategies and manages approximately $896 million in discretionary assets.

Stephen Stanford is an investment advisor representative at The Putney Financial Group LLC with 37 years of industry experience. He previously worked at Portsmouth Financial Services Inc for 11 years and Arete Wealth Management for 3 years. Stanford holds Series 63 and Series 65 licenses. The Putney Financial Group LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm manages approximately $205 million in assets using a multi-faceted investment approach that emphasizes asset allocation across various instruments and delivers ongoing portfolio oversight with regular client reporting.

Echo Chien is a financial advisor with The Putney Financial Group LLC in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Putney Financial Group in 2024, Chien worked at Arete Wealth Management, Portsmouth Smartlife Financial Group, and Portsmouth Financial. Chien serves as Chief Compliance Officer for The Putney Financial Group's affiliated registered investment advisory firm. The Putney Financial Group LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm employs a multi-faceted investment approach emphasizing asset allocation across mutual funds, ETFs, fixed income, structured products, private placements, and options strategies.