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.

Daniel Blakey is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Broadside Wealth since 2026 after previously working seven years at Baker Street Advisors and five years at Integrity Financial Group. Broadside Wealth Technologies serves ultra-high-net-worth individuals, families, family offices, trusts, estates, and institutional clients through a membership-based wealth management model. The firm emphasizes a structural alpha investment philosophy that focuses on tax optimization, fee reduction, and liquidity management using technology-driven, systematic processes.

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.

Frank Villarreal is a financial advisor at US Capital Global Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Stifel Nicolaus & Co Inc. Outside of his advisory work, he is CEO of Villarreal LLC, a company that renovates single-family residences using personal funds. US Capital Global Wealth Management, LLC provides investment management, consulting, and financial planning primarily to individual and high-net-worth clients. The firm employs a multi-step screening process combining fundamental, sector, and quantitative analysis to construct asset allocation models, utilizing ETFs, stocks, bonds, mutual funds, and alternative investments as appropriate.

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.

Mario Valente is a CFA® charterholder with three years of industry experience, currently serving at Meristead Wealth, LLC. Prior to joining Meristead, he spent eight years at Stansberry Asset Management LLC and has additional work history in the biopharma sector. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and participating in third-party asset management programs. The firm employs a value-oriented investment approach combining top-down macro analysis with bottom-up research across global equities and credit, and manages multiple private credit funds for accredited investors.

Kenneth Gott is a CFP® professional with 19 years of experience in financial planning and investment management. He has been with Meritas Wealth Management, LLC since 2015. Outside of his advisory role, he participates as a mentor in the Financial Planning Association’s Residency Program, where he develops and delivers financial planning case studies for CFP® professionals and candidates. Meritas Wealth Management provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm emphasizes long-term, diversified portfolios based on written Investment Policy Statements and primarily uses no-load mutual funds and passive strategies informed by academic research.

Mitchell Bortolotto is a financial advisor at Stonebridge Financial Group with 11 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa-Advisors, LLC. 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 portfolios across various asset classes, often utilizing independent sub-advisors through third-party programs.

Monique San Miguel Lopez is a financial advisor at SAS Financial Advisors, LLC., holding a Series 66 designation with nine years of industry experience. She has worked at SAS Financial Advisors since 2020 and previously held roles at ForUsAll and Charles Schwab. SAS Financial Advisors is a fee-only advisory team managing approximately $150 million for nearly 200 clients, primarily individual and high-net-worth households as well as certain pension and profit-sharing plans. The firm focuses on portfolio construction using passively managed index securities and fixed income, combining fundamental and technical analysis with both long- and short-term strategies.

Christopher Worthington is a financial advisor with Stonebridge Financial Group in San Rafael, CA. He holds a Series 66 designation and has nine years of industry experience, including ten years at Equitable Advisors and four years at Axa-Advisors. Worthington is also a part owner in a multifamily real estate investment. Stonebridge Financial Group provides advisory services to individuals, families, business owners, and employer plan sponsors. The firm manages client portfolios on a discretionary basis using a combination of quantitative and qualitative analysis and offers wealth management, financial consulting, and retirement plan advisory services.

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.

Natalie Masarweh is a financial advisor with Chequers Financial Management LLC in San Francisco, holding a Series 65 designation. She has one year of industry experience and previously worked at BMO Bank N.A. and Northwestern Mutual Investment Services LLC. Outside of finance, her background includes roles in education and hospitality. Chequers Financial Management provides wealth management and financial planning services primarily for ultra-high-net-worth individuals, complex multi-generational families, and related entities. The firm emphasizes a combination of strategic and tactical asset allocation with low-cost, passively managed funds and integrates comprehensive planning including estate, tax, and alternative investment strategies.

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 and Argentus Advisors, LLC since 2011 and 2013, respectively. Outside of advising, he owns a permanent and temporary employment agency and is active in insurance sales, including fixed insurance products such as life, health, disability, annuities, and long-term care. Fortitude Advisory Group provides investment advisory and financial planning services mainly to individual investors and their retirement accounts, as well as employee retirement plans, charitable organizations, and business entities. The firm’s team approach includes portfolio management, third-party manager selection, held-away account oversight, and financial planning, with a focus on aligning recommendations to clients’ goals, risk tolerance, and time horizons.

Troy Copeland is a financial advisor with O'Donnell Financial Services, LLC in San Rafael, CA. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has worked at O’Donnell Financial Services since 2015 and at Independent Financial Group, LLC since 2016. Outside of investment advising, he is also a licensed insurance agent and offers trust facilitator services. 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’s investment strategies include discretionary and non-discretionary mandates and use a range of instruments tailored to clients’ goals, risk tolerance, and time horizons.

Jacob Schwartz is a financial advisor at Green Ocean Global Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Green Ocean Global Advisors, he held positions at Springfield Pepsi-Cola, Federated Fiducial, and Bank of Springfield. He also has experience working at Brookens Library and the University of Illinois Springfield. Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and referrals to third-party investment managers for individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, quantitative, modern portfolio theory, and technical analysis to manage portfolios aligned with client risk profiles.

Ira Fateman is a CFP® with 21 years of industry experience, currently serving at SAS Financial Advisors, LLC. He has worked at Shone Asset Management and San Francisco State College, and he was involved with Congregation Sherith Israel for 15 years. SAS Financial Advisors is a fee-only advisory team managing approximately $150 million for nearly 200 clients, primarily individual and high-net-worth households as well as certain pensions and profit-sharing plans. The firm emphasizes portfolio construction using passively managed index securities and fixed income, combined with both fundamental and technical analysis, and provides comprehensive financial planning with regular account reviews.

Noa Hoffman is a CFP® professional with two years of industry experience, currently serving at Green Ocean Global Advisors LLC. Prior to this, Noa held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., and operated a personal financial advisory website. Noa also worked with the Singleton Foundation for Literacy and Entrepreneurship and has experience at Karat Financial and Nerdwallet. Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and third-party manager referrals for individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental, quantitative, modern portfolio theory, and technical analysis to manage portfolios across various asset classes, tailored to client risk profiles.

Colin Fitzgibbons is a financial advisor at Inflection Capital Management, LLC with a Series 65 credential. He has experience with Focus Partners Wealth and Citigroup, Inc. prior to joining Inflection Capital. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients by providing comprehensive financial planning and portfolio management. The firm utilizes an IPS-driven, manager-of-managers approach, combining third-party manager selection with internal oversight and employs a broad investment toolkit supported by AI tools and third-party research.

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. in San Rafael, CA, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with Westhill Financial Advisors since 2010. Outside of her advisory role, she volunteers on the board of Wednesday’s Gift, a nonprofit that assists individuals in need of food, clothing, housing, and other essential necessities. Westhill Financial Advisors serves individuals, trusts, estates, businesses, nonprofits, and retirement plans with personalized financial planning, investment management, and pension consulting. The firm employs a core-and-satellite investment approach tailored to client-specific risk tolerance, time horizon, tax considerations, and liquidity needs.