Christopher Worthington is a financial advisor at Stonebridge Financial Group with 10 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa-Advisors, LLC. Worthington is also a part owner in a multifamily real estate investment. 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 mix of quantitative and qualitative investment approaches and manages client portfolios across a range of asset classes while providing ongoing monitoring and reporting.

Bradley Stephens is a financial advisor at Tamalpais Asset Management with 21 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Nationwide Investment Services Corporation and Calamar Financial Group. At Tamalpais, he serves as a Retirement Plan Consultant, assisting small and mid-sized businesses with retirement plans and providing wealth management services to individuals. Tamalpais Asset Management is a team-based SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, endowments, and qualified retirement plan sponsors. The firm emphasizes passive investing with DFA mutual funds and ETFs, incorporates modern portfolio theory and quantitative analysis, and offers customized portfolio management with regular monitoring and reporting.

Ronald Weintraub is a financial advisor with Fortitude Advisory Group L.L.C. in Kentfield, CA, holding a Series 63 designation and 26 years of industry experience. He has worked with Argentus Securities, LLC since 2013 and Argentus Advisors, LLC since 2011. Outside of his advisory role, he owns a permanent and temporary employment agency and is involved in insurance sales including life, health, disability, annuities, and long-term care. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates through a network of financial advisors who offer portfolio management, recommend third-party managers, and support held-away account reporting, with a structure that includes multiple affiliated entities and offices.

Lucas Mc Nulty is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 credential with one year of industry experience. His work history includes multiple periods at Liberty Wealth Management as well as roles at Tilden Golf Course and various positions during his time at the University of California Los Angeles. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, and retirement plan services. The firm utilizes a combination of centrally developed models and adviser-developed strategies, offering access to private market investments and affiliated private funds.

David Hollander is a financial advisor at Liberty Wealth Management, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has been associated with Liberty Wealth Management since 2018. Outside of his advisory role, he is the owner and managing partner of Hollander & Hollander, PC, a law firm specializing in estate planning, litigation, elder law, and tax planning, and he serves on the finance committee of the Julia Morgan School, a private nonprofit institution. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients, including high-net-worth individuals. The firm offers investment management, financial planning, retirement plan services, and educational seminars, combining centrally developed models with adviser-developed strategies and access to private market investments through affiliated entities.

Allan Moskowitz is a CFP® with 26 years of experience in the financial industry. He is currently with Mason & Associates, Inc., where he has worked since 2025. His prior experience includes roles at Transformative Wealth Management LLC, Protected Investors of America, and Financial West Group. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering personalized financial planning and investment management through a process based on Modern Portfolio Theory and client-specific Investment Policy Statements. The firm employs an open-architecture platform and routinely engages in private placements and illiquid investments.

Benjamin Cohen is a financial advisor at North Berkeley Wealth Management, LLC, holding a Series 65 designation and entering his first year in the industry. His prior work experience includes roles at FE Forbes Company and Enterprise Mobility. North Berkeley Wealth Management provides financial planning and investment management services to a diverse client base including individuals, families, professionals, and organizations. The firm employs a customized asset allocation approach, combining passive and active strategies with documented investment policies and offers specialized ESG investment options.

Troy Copeland is an advisor at O'Donnell Financial Services, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Independent Financial Group, LLC since 2016. He is also a licensed insurance agent offering various insurance products. O'Donnell Financial Services 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 advisory services through discretionary and non-discretionary mandates, employing a range of investment strategies from long-term buy-and-hold to short-term trading.

Jennifer Dazols is a CFP® with four years of experience in the financial industry. She has worked at Equita Financial Network since 2023 and previously at Sincerus Advisory from 2021 to 2023. Prior to her financial advisory roles, she spent 13 years at eBay. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives and risk tolerance.

Candace Hamilton is a financial advisor at Liberty Wealth Management, LLC with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Foreside Fund Services, Champlain Investment Partners, A.G.P./Alliance Global Partners, and Wamu Investments. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, 529 college-savings planning, and ERISA retirement plan services. The firm employs a combination of centrally developed and adviser-developed strategies, often utilizing third-party managers and offering access to private market investments and structured offerings.

Robert Atkins is a financial advisor at Alpha Wealth Management and Planning LLC with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Alpha Wealth Management and Planning and LPL Financial since 2015. Atkins is also involved with a separate business focused on tax preparation and accounting services under Wealth Strategies. 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 that incorporates fundamental, technical, cyclical, and charting analysis to build diversified portfolios, and it sponsors its own wrap fee program with multiple platform tracks.

Diane Mccracken is a financial advisor at Westhill Financial Advisors, Inc. with 32 years of industry experience. She has been with Westhill since 2010 and holds Series 63 and Series 65 licenses. Diane is a board volunteer for Wednesday's Gift, a nonprofit organization that assists individuals in need of food, clothing, and housing. Westhill Financial Advisors provides personalized financial planning, investment management, and pension consulting to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm uses a strategic asset allocation approach combining passive index and ETF holdings with select active managers, tailoring portfolios to clients' specific needs.

Terry Allen is a financial advisor with The Putney Financial Group LLC in San Rafael, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He is also the director, officer, and owner of Completax Planning Inc, a tax, accounting, and estate planning firm he has been involved with since 1999. Allen has worked at The Putney Financial Group since 2013 and at Arete Wealth Management since 2024. 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 multifaceted investment approach emphasizing asset allocation and discretionary portfolio management, using a mix of mutual funds, ETFs, fixed income, structured products, private placements, and options strategies aligned with client objectives.

Kameron Jackson is a Series 65-licensed financial advisor with Liberty Wealth Management, LLC in Oakland, CA, with three years of industry experience. He has been with Liberty Wealth Management since 2022 and previously worked at The Utility Reform Network. Outside of advising, he is involved as an insurance agent with Lifetime Planning Marketing, Inc., and participates as a member of SL8 Investments, LLC, a privately held investment company. Liberty Wealth Management, LLC serves individuals, trusts, estates, and institutional clients with investment management, financial planning, retirement plan services, and access to third-party managers. The firm offers educational seminars and utilizes a combination of centrally developed and adviser-developed strategies, including access to private market investments and affiliated alternative-asset opportunities.

Daoud Kayoumi is a Financial Consultant at Fidelity Investments, a role he has held since 2023. In this position, he partners with clients to understand their financial goals, develop personalized plans, and provide investing guidance. He focuses on ensuring clients understand where their money is invested, the performance of their investments, and associated costs. Prior to his current role, Daoud held positions including Account Executive at Salesforce from 2022 to 2023, Vice President Financial Consultant at Charles Schwab from 2021 to 2022, Financial Advisor at Equitable from 2019 to 2021, and Branch Service Specialist at Union Bank from 2017 to 2018. He holds a California Insurance License.

Claudina Campbell is a financial advisor at Willow Grove Advisors, LLC with 17 years of industry experience. She holds the CFP® and Series 65 designations. Her prior roles include positions at Coldstream Wealth Management, Paracle Advisors LLC, and Brighton Jones LLC. Willow Grove Advisors, LLC is a fee-only SEC-registered investment adviser serving primarily individual and high-net-worth clients. The firm combines strategic asset allocation with technical and economic analysis, offering discretionary portfolio management and access to private fund investments.

Raymond Lent is a financial advisor with The Putney Financial Group LLC in San Rafael, CA, holding Series 63 and Series 65 licenses with 50 years of industry experience. He is the owner of Portsmouth Financial Services Inc., a FINRA member broker-dealer, where he serves as Chairman of the Board and Registered Representative. Outside of finance, he is involved in the resale of rare coins and lithographic prints through a private venture. 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 various instruments and generally manages portfolios on a discretionary basis with regular reviews and reporting.

Jesse Hindson is a CFP® with six years of industry experience, currently serving at Assembly Wealth since 2024. Prior to joining Assembly Wealth, he worked at Incline Investment Advisors, LLC and Incline Investment Management, LLC from 2019 to 2024. His background also includes roles outside finance at Big Water Grille and Vail Resorts Retail. Assembly Wealth is an SEC-registered investment adviser managing approximately $336.7 million as of the end of 2025. The firm provides discretionary portfolio management, financial planning, and third-party manager services to a diverse client base, utilizing a combination of asset allocation strategies and third-party managers within its wrap fee program.

Kyle Ladd is a financial advisor at O'Donnell Financial Services, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Charles Schwab and TD Ameritrade. Outside of advising, he performs family-friendly live music locally under the name Scottorious. O'Donnell Financial Services, LLC offers wrap asset management, financial planning, and retirement plan consulting to individuals, pension plans, trusts, and business entities. The firm provides tailored advisory services through discretionary and non-discretionary mandates, employing a range of investment strategies to suit client needs.

Jared Wegrzyn is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Creative Planning, LLC and Heyman Investment Group. In addition to his advisory work, he is involved with MFA Financial Planning and Lifetime Planning Marketing, Inc., where he engages in financial sales and insurance services. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, retirement plan services, and access to third-party manager programs. The firm offers a combination of centrally developed and adviser-developed strategies, including private market investments and affiliated alternative-asset management.