Karl Spurzem is a CFA® charterholder with 11 years of industry experience. He has worked at Mountain Capital Investment Advisors, Inc. since 2017 and was previously employed at Guggenheim Securities, LLC from 2012 to 2017. Mountain Capital Investment Advisors is an SEC-registered wealth management firm serving individuals, high net worth clients, trusts, estates, and charitable organizations. The firm manages approximately $929 million, offering discretionary investment management, retirement advice, and comprehensive financial planning with a focus on customized, long-term strategies using low-cost, diversified funds combined with fundamental and technical analysis.

Jake Popoff is a financial advisor at HCM Wealth with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Hutchinson Capital Management, Sanford C. Bernstein & Co., LLC, and NYLIFE Securities LLC. HCM Wealth is an independent, SEC-registered investment adviser serving high-net-worth individuals, families, trusts, retirement plans, and charitable organizations, with a focus on capital preservation and a value-oriented investment approach through concentrated equity portfolios and laddered fixed income. The firm also manages assets for state and municipal government clients and employs a proprietary, company-specific research process to support long-term, low-turnover portfolios.

David Gillimore is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding a Series 66 designation and 23 years of industry experience. His career includes roles at TD Ameritrade, Emerson Equity, and Keller Williams Realty. Outside of Liberty Wealth Management, he is also an insurance agent with Lifetime Planning Marketing, Inc. Liberty Wealth Management is an SEC-registered firm offering investment management, financial planning, and retirement plan services to individuals, trusts, estates, and institutions. The firm uses a combination of centrally developed and adviser-designed investment strategies, with access to private market investments and affiliated businesses in legal, tax, and alternative assets.

Nicholas Imbimbo is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Stonebridge Financial Group since 2026 and previously spent 11 years with Equitable Advisors. Outside of finance, he is a partial owner of Imbimbo Family Winery, involved in wine sales and production. 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.

Gregory O'Donnell is a financial advisor with O'Donnell Financial Services, LLC in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with O'Donnell Financial Services since 2015 and was previously affiliated with Independent Financial Group, LLC. Outside of advisory work, he hosts The Greg O'Donnell Financial Hour, a public speaking engagement focused on financial topics. O'Donnell Financial Services, LLC provides wrap asset management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and business entities. The firm offers tailored advisory services through discretionary and non-discretionary mandates and sub-advisor relationships, employing a range of investment strategies from long-term buy-and-hold to short-term trading.

Timothy Bangert is a financial advisor at McClurg Capital Corporation in San Rafael, CA, with 40 years of industry experience. He has been with McClurg Capital since 1994 and holds Series 63 and Series 65 designations. McClurg Capital provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, IRAs, endowments, and charitable organizations. The firm customizes portfolios on an account-by-account basis and employs strategies such as asset-class diversification, bond laddering, and tactical cash management.

Joseph Fierro is a financial advisor at Tamalpais Asset Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Global View Capital Management and related affiliates for a decade, in addition to operating as a sole proprietor since 2010. Outside of his advisory work, Fierro is also a music instructor and performer. Tamalpais Asset Management manages approximately $262.5 million across about 261 client relationships, focusing on high-net-worth households and accredited investors. The firm provides portfolio management and financial planning, typically using passive core exposures combined with modern portfolio theory and other strategies tailored to client needs.

Adam Mc Nulty is a CFP® professional with 38 years of experience in financial advisory services. He has worked at Liberty Wealth Management, LLC since 2018 and has prior experience at AE Financial Services, LLC and OneVision Advisors, LLC. Outside of his advisory role, he is the founder and president of East Bay Flag Football, a nonprofit flag football club for children. 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 combines centrally developed models with adviser-developed strategies and offers access to private market investments and affiliated alternative-asset management opportunities.

Sarah Smith is a financial advisor at Willow Grove Advisors, LLC in Berkeley, CA, holding a Series 65 designation with four years of industry experience. Before joining Willow Grove Advisors in 2022, she worked at Dark Garden Corsetry and Marin Theatre Company, and also has experience in nonprofit and academic environments. Willow Grove Advisors, LLC is a fee-only SEC-registered investment adviser serving primarily individual and high-net-worth clients. The firm employs a disciplined investment process combining strategic asset allocation with technical and economic analysis and offers private fund access alongside consolidated reporting and account reviews.

Jordan Johal is a Series 65 licensed advisor at Liberty Wealth Management, LLC with 12 years of industry experience, including a prior role at Bank of England. He co-owns Golden State Auto Group, LLC, an independent auto wholesaler, and is also an insurance agent with Lifetime Planning Marketing, Inc. 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 managers. The firm utilizes both centrally developed and advisor-specific strategies, with offerings that include private market investments and affiliated business services.

Kenneth Henson II is a CFP® professional with 12 years of industry experience currently with Liberty Wealth Management, LLC. He has held positions at AE Financial Services, LPL Financial, and Moore Financial Advice, where he also serves as an associate. Outside of his advisory role, he is licensed as a California insurance producer, selling life-only and variable insurance products. Liberty Wealth Management, LLC is an SEC-registered advisory firm that serves individuals, trusts, estates, and institutional clients with investment management, financial planning, retirement plan services, and access to third-party manager programs. The firm utilizes a combination of centrally developed and advisor-specific strategies, offers private market investments, and maintains a network of affiliated businesses including legal, tax, and alternative-asset management entities.

James White is a financial advisor with Stonebridge Financial Group in San Rafael, CA, holding Series 63 and Series 65 credentials with 42 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, he serves as Treasurer and President for the SunnyVale Sunrise Rotary. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors with discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a variety of investment approaches and offers ongoing portfolio monitoring and rebalancing.

Sean Kenmore is a CFP® with 17 years of industry experience and has been with Affinity Capital Advisors LLC since 2013. He holds the Series 66 designation and works out of Berkeley, CA. Outside of his advisory role, Kenmore is involved in real estate as a licensed broker and managing partner in multiple real estate and development ventures. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $851 million in assets across 531 client relationships. The firm combines fundamental, technical, and charting analysis to construct and monitor diversified portfolios, utilizing a variety of investment vehicles including options and alternative assets, and provides comprehensive financial planning, consulting, and specialized tax and retirement services.

Elliott Elbaz is a financial advisor with Gordian Wealth Advisors, LLC in Mill Valley, CA, holding a Series 63 designation and 29 years of industry experience. He has been with Gordian Wealth Advisors since 2011 and has worked at related firms such as Gordian Capital Management and Capulent, LLC. Outside of his advisory roles, he is involved in Bella Clancy Management, a real estate ownership and management business. Gordian Wealth Advisors, LLC manages approximately $488.7 million for high-net-worth individuals, trusts, and estates, providing discretionary portfolio management, integrated financial planning, and access to independent managers and private pooled investment vehicles. The firm develops tailored Investment Policy Statements and employs strategies including covered-call overlays, endowment-style diversification, large-cap growth, and a concentrated “Best Ideas” fund, with active use of derivatives and margin when appropriate.

Matthew Gatt is a CFP® at North Berkeley Wealth Management, LLC in Berkeley, CA, with 10 years of industry experience. He has been with North Berkeley Investment Partners, LLC since 2016. North Berkeley Wealth Management provides comprehensive financial planning and investment management services to individuals, families, business owners, retirees, and various entities. The firm emphasizes customized asset allocation with a mix of passive and active strategies, offering specialized ESG options and serving approximately 400 clients with $829.7 million in assets under management.

Wing Yin Kong is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with Willow Grove Advisors, LLC, where she has worked since 2021. Prior to that, she was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America from 2015 to 2020. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for around 187 client relationships, primarily individual and high-net-worth investors. The firm offers customized portfolio management using a combination of technical and economic analysis, strategic asset allocation, and both long- and short-term trading strategies, and it integrates private and public holdings for suitable clients.

Philip Rontell is a financial advisor at Liberty Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Lifetime Planning and Marketing, Inc., Keller Williams Realty East Bay, and American Income Life. Outside of advising, he is a referral-only licensed real estate agent with The Agency of Alamo, CA. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, ERISA retirement plan services, and access to third-party manager programs. The firm combines centralized models with advisor-developed strategies and offers access to private market investments alongside affiliated legal, tax, and real estate entities.

Jeffrey Petersen is a financial advisor with Willow Grove Advisors, LLC in Berkeley, CA, holding Series 65 and Series 66 licenses and possessing 17 years of industry experience. He has been with Willow Grove Advisors since 2010. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for around 187 client relationships, primarily individual and high-net-worth investors. The firm offers customized portfolio management using a combination of technical and economic analysis, strategic asset allocation, and both long- and short-term trading strategies, and it provides detailed reporting and private placement due diligence for suitable clients.

Christopher Coble is a financial advisor at Ridgecrest Wealth Partners, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley Private Bank and Passport Capital. Outside his advisory role, he is the sole proprietor of Bike Race, a business activity unrelated to his financial work. Ridgecrest Wealth Partners is an SEC-registered advisory firm managing approximately $705 million across 744 accounts. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plan participants using a combination of fundamental, technical, and charting analysis with both active and passive investment strategies tailored to client risk profiles.

Gage Houser is a CFA® charterholder with 17 years of industry experience. He is currently with HCM Wealth, where he has worked since 2026, following an 18-year tenure at Hutchinson Capital Management and one year at Credit Suisse Securities (USA) LLC. HCM Wealth is an independent, SEC-registered investment adviser serving high-net-worth individuals, families, trusts, retirement plans, charitable organizations, and occasionally state and municipal government clients. The firm emphasizes a capital preservation and value-oriented investment approach through concentrated equity portfolios, laddered investment-grade fixed income, and client-specific Investment Policy Guidelines.