Daniel Worthington is a ChFC® credentialed financial advisor with 42 years of industry experience. He currently works at Stonebridge Financial Group and has previously been associated with firms including AXA Advisors, GWN Securities, and Castle Rock Wealth Management. Worthington also manages group health and dental insurance relationships outside of his advisory role. 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 investment approaches and manages client portfolios across a wide range of asset classes, including stocks, bonds, ETFs, and alternative investments.

Scott Peters is a financial advisor at Gordian Wealth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gordian Wealth Advisors since 2015, alongside prior roles at Sanctuary Securities, LLC and Capulent, LLC. Gordian Wealth Advisors primarily serves high-net-worth individuals, trusts, and estates, providing discretionary portfolio management, independent manager oversight, and integrated financial planning. The firm employs a blend of fundamental and quantitative analysis to implement diversified, asset-allocation-driven strategies tailored to clients' objectives and risk tolerance.

Keley Petersen is a financial advisor at Willow Grove Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Willow Grove Advisors since 2009. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for about 187 client relationships, primarily individual and high-net-worth investors. The firm combines technical and economic analysis with strategic asset allocation and trading strategies, offering customized portfolio management and private placement due diligence for suitable clients.

Michael Beck is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Rothschild Wealth LLC, where he has worked since 2026. Prior to this, he held roles at Cambridge Investment Research Advisors, Inc. and Phoenix Investment Adviser, LLC. Beck serves as a board trustee for Mark Day School in San Rafael, CA. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executives, trusts, retirement plans, and institutional clients. The firm employs asset-allocation models supported by quantitative analysis and offers a range of portfolio management and planning services, including coordination of tax and estate planning and 401(k) consulting.

Kevin Klauber is a financial advisor with McClurg Capital Corporation in San Rafael, CA. He holds a Series 63 designation and has 41 years of industry experience, including 35 years at McClurg Capital. McClurg Capital provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, IRAs, endowments, and charitable organizations. The firm emphasizes account-level customization through written Investment Policy Questionnaires and manages portfolios using strategies such as asset-class diversification, bond laddering, and tactical cash management.

Danielle Moskowitz is a financial advisor at Colorado Financial Service Corporation with eight years of industry experience. She holds Series 63 and Series 66 designations and has been with the firm since 2013. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm employs customized portfolios and a combination of advisor and third-party research, offering a range of advisory, brokerage, and insurance products through its team of 16 advisors.

John Kenny is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Illumination Wealth Management, where he has worked since 2022. Prior to this, he held roles at Savvy Investments & Planning LLC and MML Investor Services. Illumination Wealth Management serves individuals, high-net-worth clients, trusts, corporations, and retirement plans by providing comprehensive Financial Life Management that integrates financial planning and ongoing investment management. The firm employs client-specific investment policy statements and a strategic asset allocation approach with tactical adjustments, monitoring portfolios regularly with a focus on long-term allocation.

Ariana Alisjahbana is a financial advisor at North Berkeley Wealth Management, LLC, holding CFP® and Series 65 credentials with four years of industry experience. Her prior roles include positions at BrightPlan and Rocket Lawyer, as well as experience in travel and at Alibaba Group. North Berkeley Wealth Management provides comprehensive financial planning and investment management services to a diverse client base, utilizing a customized asset allocation process that incorporates both passive and active strategies along with ESG options. The firm manages approximately $830 million in client assets and emphasizes maintaining client custody with reputable custodians such as Charles Schwab.

Robert Bradford is a financial advisor at Affinity Capital Advisors LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Private Ocean and Morgan Stanley Private Bank. Bradford has been with Affinity Capital Advisors since 2018. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing over $850 million in assets across more than 500 client relationships. The firm provides comprehensive portfolio management and financial planning, utilizing a mix of fundamental, technical, and charting analysis with a variety of investment vehicles, including alternatives and options.

Matthew Taddei is a CFP® and ChFC® with 42 years of experience in the financial industry. He has been with Westhill Financial Advisors, Inc. since 2010. Outside of his advisory role, he serves as President and CEO of an independent insurance agency and is a non-paid advisory council member of Heritage Bank of Commerce. Westhill Financial Advisors provides personalized financial planning, investment management, and pension consulting for individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm uses a strategic asset allocation approach combining passive index and ETF holdings with selective active managers, tailoring portfolios to clients’ specific needs and risk profiles.

David Hedger is a CFP® and ChFC® with 36 years of experience in the financial services industry. He is affiliated with Liberty Wealth Management, LLC and has held roles at AE Financial Services, Liberty Group, and Granite Bay Asset Management Group. In addition to his advisory work, he is involved in health insurance sales and insurance marketing activities. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients. The firm offers investment management, financial planning, retirement plan services, and educational seminars, utilizing a combination of centrally developed models and adviser-developed strategies, with access to private market investments and affiliated business networks.

David Mcclurg is a financial advisor at Mcclurg Capital Corporation with 52 years of industry experience. He has been with Mcclurg Capital Corporation since 1985. In addition to his advisory role, he serves as successor trustee of the Craft Family Trust. Mcclurg Capital provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, IRAs, endowments, and charitable organizations. The firm offers customized portfolio construction on an account-by-account basis, employing strategies such as asset-class diversification, bond laddering, and tactical cash management.

Michael Vogel is a CFP® and CFA® with 16 years of industry experience. He is a member of the GenCap Portfolio Management team, where he has worked since 2015. Outside of his advisory role, he is a licensed insurance agent and a real estate broker. 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.

Andrew Brinkman is a financial advisor at Stableford Capital LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Stableford Capital since 2014. He also owns Stableford Holdings, LLC and is involved part-time in Stableford Tax LLC, a non-investment-related venture. Brinkman holds a Life and Health Insurance license and dedicates limited time to insurance-related activities. Stableford Capital serves individual investors, including high-net-worth households and business owners, as well as institutional clients such as retirement plans, pensions, endowments, and corporations. The firm emphasizes absolute, long-term total return through a discretionary, committee-supported investment process focused on high-quality, capital-compounding businesses and downside risk management.

Kelly Morton is a financial advisor at Intellectus Partners, LLC in San Francisco, CA, holding a Series 66 designation with 15 years of industry experience. Prior to joining Intellectus Partners in 2015, Morton worked at Deutsche Bank Securities Inc. from 2011 to 2015. Intellectus Partners provides wealth management, financial planning, investment consulting, and wealth coaching to high-net-worth individuals, trusts, estates, and private funds. The firm combines fundamental and quantitative analysis to build primarily long-term portfolios and manages approximately $2.98 billion in assets across discretionary and non-discretionary relationships.

Roberta Bechtel is a financial advisor with Stonebridge Financial Group in San Rafael, CA, holding a Series 66 designation and 18 years of industry experience. Her prior work includes ten years with GWFS Equities Inc/Great West Life & Annuity Insurance Company and five years at Blair Martin, Equitable Advisors. She is also a trustee of a personal trust. 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 approximately $896 million in discretionary assets.

William Paine is a financial advisor at GenCap Portfolio Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Front Row Advisors LLC since 2017 and Cloudwords from 2015 to 2017. 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 guide asset allocation and risk management, and it offers a range of investment strategies including equities, fixed income, ETFs, and real estate funds.

Marian Jung is a financial advisor with Aspirean Wealth, LLC, holding a Series 65 designation and 17 years of industry experience. She has worked with Aspirean Wealth since 2015 and previously held roles in mortgage lending at All California Mortgage and All Western Mortgage. Aspirean Wealth provides advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, focusing on long-term, asset-allocation-driven strategies using diversified, passively managed mutual funds and ETFs. The firm manages approximately $195 million in assets and employs a four-advisor team to conduct portfolio oversight and client reviews.

Jennifer Regan is a Certified Financial Planner® at North Berkeley Wealth Management, LLC, with seven years of industry experience. She has worked at North Berkeley Wealth Management since 2019 and previously held positions at Bell Investment Advisors and Asti Financial Management. North Berkeley Wealth Management provides comprehensive financial planning and investment management services to individuals, families, business owners, and various other client types. The firm employs a customized asset allocation approach using institutional mutual funds and ETFs, incorporating both passive and active strategies, and offers customized ESG investment options.

Steven Wilkes is a CFA® charterholder and holds a Series 66 license with 21 years of industry experience. He has worked with Hutchinson Capital Management for 23 years before joining HCM Wealth, a four-advisor team based in San Rafael, CA. HCM Wealth is an independent, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, and charitable organizations, with a focus on financially conservative, high-net-worth clients. The firm employs a value-oriented investment approach emphasizing capital preservation through concentrated equity portfolios, laddered fixed income, and client-specific investment guidelines.