Stephen Bradley is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Front Row Advisors LLC since 2015, which operates as GenCap Portfolio Management, a team firm based in Tiburon, CA. GenCap Portfolio Management 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 guide asset allocation and risk management, offering a range of investment strategies without a stated account minimum.

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.

Richard Kuchen Jr. is a financial advisor at Private Wealth Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Private Wealth Partners since 2015. Private Wealth Partners provides discretionary portfolio management and financial planning services to 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 a range of strategies, including equities, ETFs, fixed income, structured notes, private credit, and select covered-call option programs.

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.

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.

Jennifer Schmitz is a financial advisor at GenCap Portfolio Management with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Front Row Advisors LLC since 2017, Urban Concepts LLC since 2015, and I2 I Analytics, LLC from 2007 to 2017. She is also an owner of a real estate design and development company in Wilmington, Delaware. GenCap Portfolio Management provides 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 manage diversified portfolios without a stated account minimum.

Paul Grace is a financial advisor at Aspirean Wealth, LLC with 25 years of industry experience. He has been with Aspirean Wealth, formerly Grace Financial Associates, since 2014 and previously operated Tamalpais Tax Services, Inc. for over three decades. In addition to his advisory role, he provides tax preparation services and offers life insurance, fixed annuities, long-term care, and disability products. Aspirean Wealth serves individuals, high net worth clients, and employer-sponsored retirement plans with comprehensive portfolio management, financial planning, and retirement consulting. The firm employs a long-term, asset-allocation-driven investment approach using diversified, passively managed funds and third-party money managers.

William Dagley is a financial advisor at Private Wealth Partners, LLC with 21 years at the firm and 9 years of industry experience. He holds Series 63 and Series 65 credentials. Private Wealth Partners provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.92 billion in client assets and offers a range of strategies including equities, ETFs, fixed income, structured notes, private credit, and select covered-call option programs.

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.

Valerie De Vol is a financial advisor at Assembly Wealth with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at WrapManager, Inc. from 2005 to the present. Assembly Wealth is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, standalone financial planning, and third-party manager services, utilizing a combination of asset allocation, specialized strategies, and wrap fee program structures.

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® with four years of industry experience. He is currently with Aptus Financial, LLC and previously worked at Waypoint Wealth Partners, Your Financial Pharmacist, CJR Financial LLC, and StubHub. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on passive, long-term indexing and client education, operating a distributed team and offering fixed-fee planning alongside subscription-based ongoing support.

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.

Andrew Williams is a financial advisor at GenCap Portfolio Management with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Front Row Advisors LLC, the firm’s doing-business-as name, since 2015. GenCap Portfolio Management provides 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 establish asset allocation and risk parameters, offering a range of investment strategies without a stated account minimum.

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.