Scott Chapman is the principal advisor at Chapman Investment Management, LLC in San Anselmo, CA. He holds the CFA® designation and has 29 years of industry experience, including 16 years at TRAN Capital Management, L.P., prior to founding his current firm in 2013. Chapman Investment Management provides discretionary portfolio management through separately managed accounts for individuals, trusts, estates, and select institutional clients. The firm employs a long-term, multi-cap investment approach focused on fundamental research and valuation discipline, managing roughly $200 million for about 62 clients with a relatively concentrated, long-only portfolio.

Jason Draut is a CFP® with 11 years of industry experience, currently serving as an advisor at Harborlight Investments, LLC since 2016. Prior to this, he worked at Wynn Capital Management from 2014 to 2016. Harborlight Investments serves individual investors, pension and profit-sharing plans, charitable organizations, and privately held businesses. The firm combines discretionary portfolio management with an automated advisory program, focusing on ETFs and no-load mutual funds, and employs both long- and short-term trading strategies alongside pension consulting services.

Heather Hutchinson is a CFP® certificant with 21 years of industry experience. She has been a principal at Hutchinson & Ziegler Financial Advisors, Inc. since 2007. Outside of her advisory role, she leads a weekly dance fitness class as an instructor for Marin SHiNE. Hutchinson & Ziegler Financial Advisors, Inc. serves individuals, families, trusts, corporate pension and profit-sharing plans, and charitable institutions by providing discretionary investment management and financial planning. The firm focuses on asset-allocation-driven, long-term portfolios using primarily no-load, low-cost mutual funds and ETFs, with an emphasis on tax efficiency and customized client solutions.

Josh Schein is a financial advisor at Global Key Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has held roles at Morgan Stanley and Citigroup Global Markets. Outside of advising, he is a general partner in an energy equipment fund and serves on the advisory board of a venture studio focused on disaster mitigation. Global Key Management provides integrated financial planning and investment management services to individuals, families, trusts, foundations, and family offices, utilizing separately managed account portfolios with a statistically driven investment process that emphasizes proprietary data analysis and concentrated long-only models.

Susan Gavrich is a CFP® professional with nine years of industry experience. She is affiliated with MoneyWell, where she has worked since 1998, and also has experience with Seasonal Strategy since 2018. MoneyWell provides discretionary investment management and financial planning primarily to individuals, families, trusts, and pension plans, typically serving clients with $1 million to $7 million in investable assets. The firm employs a lower-volatility “SuperDiversification” approach, using a mix of conventional asset classes and diversifiers, and incorporates a subadvisor arrangement to access specialized strategies for larger accounts.

James Murray is a CFA® charterholder with 17 years of industry experience. He has been with Phocas Financial Corporation since 2005. The firm provides discretionary investment advisory and portfolio management services to institutional and private clients, including pooled investment vehicles and government entities. Phocas emphasizes fundamental research combined with quantitative analysis, managing strategies such as U.S. Small Cap Value, REITs, and Equity Income, and is noted for its minority-owned status and service to a select client base.

Suzy Hong is a financial advisor at WealthBoost Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Goodin, MacBride, Squeri & Day, LLP for eight years, as well as for the City & County of San Francisco. WealthBoost Advisors, LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and specialized investment advisory services primarily for individual clients, small business retirement plans, and charitable organizations. The firm uses a tailored, goals-based process focusing on mutual funds, ETFs, model portfolios, and selected sub-advisers, with an emphasis on Modern Portfolio Theory and specialized services including legal qualifications and charitable foundation advisory.

Kian Nobari is the sole advisor at Integrous, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has led Integrous since 2010 and is also the owner of Netaria, Inc., an IT sales and consulting firm. Nobari serves as president, CFO, and secretary of the Far West Roundup nonprofit, is secretary of the San Francisco chapter of the Financial Planning Association, advises and mentors at the Cleantech Open, and teaches financial planning and business development as an adjunct professor at Golden Gate University. Integrous offers fee-based investment advisory, financial planning, and pension consulting services to individuals, business owners, corporate executives, and various entities. The firm’s approach centers on customized investment policy statements, asset allocation modeling, and third-party manager selection, typically operating on a non-discretionary basis, and it also provides accounting, bookkeeping, and tax preparation services alongside its advisory work.

Stephen Catton is a financial advisor at Catton Capital Partners, LLC in San Francisco, CA, with 24 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. He serves on the finance council of Santa Maria Catholic Church in an advisory capacity to assist with budgeting and financial oversight. Catton Capital Partners, LLC provides discretionary asset management, comprehensive portfolio management, and retirement plan consulting for individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-strategy investment approach, combining fundamental, technical, charting, and cyclical analysis, and utilizes a range of instruments and third-party managers tailored to client objectives.

Tuvshinjargal Odeh is a financial advisor at Shira Ridge Wealth Management with two years of industry experience. She holds the Series 66 designation and has worked previously at firms including EQIS Capital Management and LPL Financial. Shira Ridge Wealth Management serves individual and high-net-worth clients, as well as small business owners, managing approximately $323 million in discretionary assets. The firm provides portfolio management, comprehensive financial planning, and consulting, emphasizing diversification, tax-aware implementation, and quarterly portfolio reviews.

Tanya Steinhofer is a CFP® and CFA® credentialed advisor with 19 years of industry experience. She has been with Redwood Grove Wealth Management since 2009. The firm serves individuals and families, providing discretionary asset management and comprehensive financial planning. Redwood Grove Wealth Management emphasizes long-term, tax-efficient, low-cost strategies focused on diversification and Modern Portfolio Theory, primarily using index mutual funds and ETFs.

Wanwan Hong is a financial advisor at Asia Global Asset Management, Inc. with 11 years of industry experience. She holds a Series 65 designation and has been with Asia Global Asset Management since 2014. In addition to her advisory role, she operates as a sole proprietor in fixed insurance and indexed annuities sales. Asia Global Asset Management serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by providing financial planning and facilitating relationships with independent third-party investment managers. The firm emphasizes a data-driven discovery process and relies primarily on outside managers for portfolio management and custody.

Guillaume Decalf is a financial advisor at WE Financial Group with eight years of industry experience. He holds a Series 65 designation and has worked at Oui Financial, Fitbit, and Bluegrasshopper. Outside of his advisory role, he provides product feedback and strategic recommendations for several technology and marketing platforms, including a direct indexing platform and AI meeting script software. WE Financial Group serves individual and high-net-worth clients with discretionary investment management, financial planning, and estate-planning support. The firm uses a blend of fundamental, technical, and cyclical analysis alongside diverse strategies such as tax-loss harvesting and options-based products, and it offers educational seminars for clients and the wider public.

Sherry Karlsson is a financial advisor at Rosenblum Silverman Sutton Sf Inc in San Francisco, CA, with four years of industry experience. She holds Series 65 and Series 66 designations. Her prior work includes roles at Minkoff & Associates, Bank of America, N.A., and Merrill. Rosenblum Silverman Sutton Sf Inc provides customized investment management and financial planning for individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, and business entities. The firm’s investment approach incorporates macroeconomic monitoring, fundamental equity analysis, and tactical rebalancing, managing approximately $486.6 million in discretionary assets across a team of four advisors.

Lauren Patterson is a CFP® professional with 15 years of experience in the financial services industry. She currently works with Alders Financial Solutions and LPL Financial and has held prior roles at Financial Connections Group, Polaris Wealth Advisory Group, Titus Wealth Management, and Cetera Wealth Services. Patterson provides administrative services through Alders Financial Solutions, an independent registered investment advisor. Alders Financial Solutions is a state-registered financial planning firm that serves high-net-worth individuals, trusts, estates, and retirement accounts. The firm focuses on comprehensive financial planning and pension consulting without managing client assets or taking discretionary authority, offering clients implementable recommendations delivered through written plans and periodic reviews.

Charles Angle is a CFP® with 12 years of industry experience, currently serving as an advisor at Rosenblum Silverman Sutton Sf Inc. His prior roles include positions at Cerity Partners LLC, Summitry, and Bank of the West. Rosenblum Silverman Sutton Sf Inc. provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, and business entities. The firm combines fundamental equity analysis and macroeconomic monitoring with tactical rebalancing and fixed-income selection to develop individualized investment plans tailored to each client’s needs.

Richard Mordesovich is a financial advisor at Sonoma Private Wealth LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Baker Avenue Asset Management and Silicon Private Wealth, LLC. He manages a donor-advised charitable fund in addition to his advisory role. Sonoma Private Wealth LLC provides portfolio management, financial planning, and family office services to individuals, high-net-worth clients, and charitable organizations. The firm employs model portfolios and sub-advisers, incorporating ESG considerations through HIP Investor’s ratings in its investment process.

Ryan Beckler is a financial advisor at Verity Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has been with Verity Wealth Advisors since 2022. Verity Wealth Advisors serves primarily individual clients, including high-net-worth and non-HNW households, as well as a limited number of entities such as retirement plans and trust accounts. The firm offers discretionary portfolio management, comprehensive financial planning, and a privates-tracking service, focusing on tailored investment programs implemented largely through index securities and emphasizing fixed-income allocations to manage principal volatility.

Gustave Ozag is a Certified Financial Planner® (CFP®) and Chartered Financial Consultant® (ChFC®) with 17 years of industry experience. He has been with WestEnd Capital Management, LLC since 2002 and also works as an independent insurance agent with Financial Systems, offering life, health, and disability insurance. He serves as WestEnd's Chief Financial Planning Officer. WestEnd Capital Management provides discretionary portfolio management to accredited investors, individuals, and trusts through a private fund and separately managed accounts. The firm employs a long/short, opportunistic equity strategy with the use of hedging, leverage, and derivatives, offering tailored investment mandates and optional financial planning services.

Roger Wittlin is a financial advisor at Wittlin Advisory with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including True Capital, Monroe Capital, and PCCP. Wittlin Advisory is a fee-only investment management firm serving high-net-worth individuals, families, and foundations, with a notably international client base. The firm provides discretionary and non-discretionary portfolio management, utilizing fundamental analysis and ongoing monitoring to guide asset allocation, including traditional funds, private placements, and digital assets.