Holzberg Wealth Management is a family-owned and operated financial planning and investment management firm based in Marin County, CA. As your financial advisors, we serve you as a fiduciary and are fee-only, so we never receive commissions of any kind. We help individuals and families like you in the greater San Francisco Bay Area and virtually nationwide with the financial decision-making process to organize, grow, and protect your assets. Marcus is a CERTIFIED FINANCIAL PLANNER™ at Holzberg Wealth Management. Before joining the firm, Marcus worked for the private equity and consulting firm AlphaSights in downtown San Francisco. From there, he moved to Manhattan, working in the entertainment industry for Sloss Eckhouse Dasti Haynes LawCo and Cinetic Media. During his time at the firms, he worked across both companies in various advisory capacities, including business and legal affairs, financing, corporate consulting, brand relations, and more.

John Miller is a financial advisor at Park, Miller, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Park, Miller since 2008. Park, Miller, LLC is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and fiduciary clients such as pension plans, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and, upon request, offers financial planning and consulting services, using a range of investment strategies and conducting due diligence on private investments for qualified investors.

Dmitriy Bolotnyy is a financial advisor at Naylor & Company with nine years of industry experience. He holds the Series 65 designation and has worked at Naylor & Company since 2017. Prior to his advisory role, he spent five years at Irth Communications. Outside of finance, Dmitriy composes music through a business called Shortcake Music and manages a fruit orchard in New York named Velvet Earth Farm. Naylor & Company provides investment advice, portfolio management, and financial planning to individuals, families, and institutions. The firm’s investment approach combines fundamental and technical analysis with a focus on small- and mid-capitalization and cyclical companies, tailoring portfolios to client objectives using a variety of asset types.

Alec Smidt is a financial advisor at Bass Rocks Asset Management with a Series 65 designation and one year of industry experience. Prior to joining Bass Rocks, he worked in marketing and other roles including at Full Throttle Marketing and XYZ LLC. Bass Rocks Asset Management provides discretionary portfolio management and subadvisory services primarily to individual and high-net-worth clients, focusing on equities, ETFs, and options-related strategies. The firm manages accounts on a discretionary basis and prepares individualized investment policy statements.

Alison Van Dyke is a CFP®-certified financial advisor with First and Main Financial, where she has worked since 2016. She holds a Series 63 license and has one year of industry experience. First and Main Financial advises individual clients and revocable trusts, providing financial planning and investment education to pension plan participants. The firm manages discretionary portfolios using primarily mutual funds and ETFs across diverse asset classes, with a long-term investment approach tailored to client-specific factors.

David Ruxin is a financial advisor at Montcalm TCR LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including corporate finance projects for Vibrant Emotional Health. Montcalm TCR LLC provides customized investment management primarily for individuals, trusts, estates, charitable organizations, and business entities. The firm manages both individual accounts and a pooled private investment vehicle, using discretionary, asset-allocation strategies that may include private funds, alternative investments, derivatives, and hedging techniques.

Matthew Grishman is a financial advisor at Gebhardt Group, Inc with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at 401K Masters, LLC from 2014 to 2019. Gebhardt Group serves individual clients, trusts, estates, charitable organizations, and retirement plans by providing discretionary investment management alongside financial planning and consultation. The firm emphasizes risk management through an actively managed, trend-following strategy that combines fundamental and proprietary quantitative analysis, with portfolio authority primarily discretionary and accounts reviewed at least quarterly.

Valerija Martinovic is a financial advisor at Global Key Advisors with Series 63 and Series 65 licenses and two years of industry experience. She has worked at several firms, including Global Insight Advisors and ESG Planning, and has a background that includes roles in various educational institutions. Outside of advisory work, she holds life insurance, mortgage loan origination, and real estate salesperson licenses and is affiliated with Mortgage Magic in Santa Clara, CA. Global Key Advisors provides financial planning and investment management primarily through separately managed accounts branded InsideTrack®. The firm uses statistically driven, nonstandard analysis and proprietary tools to identify risks and opportunities, serving a range of clients from individuals to family offices.

Kristin Hull is a financial advisor at Nia Impact Capital with eight years of industry experience. She holds a Series 65 credential and has worked at Nia Impact Advisors, LLC since 2017 and Green Alpha Advisors, LLC from 2015 to 2018. Dr. Hull also serves on the Investment Committee of Green Alpha Advisors, LLC for the Nia Global Solutions strategy. Nia Impact Capital provides discretionary portfolio management and financial planning to individual and high-net-worth clients, trusts, nonprofit organizations, registered investment companies, and other financial advisers. The firm employs a gender-lens and thematic investment approach focused on long-term equity holdings and active shareholder engagement.

Katherine Kochounian is a financial advisor at Elevate Capital Management, L.L.C. with one year of experience in the industry. Prior to joining Elevate, she worked at Keller Williams, Gartner, and Aerotek. She is also a licensed Realtor in California and occasionally processes residential real estate transactions for clients. Elevate Capital Management provides portfolio management and investment planning for individual and high-net-worth clients, utilizing a blend of analytical techniques and a generally long-term trading approach across various asset classes. The firm manages client assets primarily on a non-discretionary basis and incorporates client-imposed restrictions into tailored allocations.

Brian Eisenbarth is a CFA® charterholder with 24 years of industry experience. He has been with Lava Creek Capital Management, LLC since 2012. The firm provides discretionary portfolio management for individuals, high-net-worth clients, trusts, retirement plans, donor-advised funds, and certain business entities. Lava Creek Capital Management implements an active mid-cap value investment approach with a focus on concentrated portfolios and the selective use of options and derivatives within separately managed accounts.

Thomas Kopas is a financial advisor at Pring Turner Capital Group with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Pring Turner since 2002. Pring Turner Capital Group provides discretionary and non-discretionary investment management and financial planning to a range of clients including individuals, family trusts, corporations, and plan sponsors. The firm uses an active asset-allocation process based on a proprietary business-cycle framework and focuses on conservative, balanced portfolios emphasizing quality, value, and income.

Marte Werner is a financial advisor at NWK Group in San Francisco, CA, holding a Series 63 designation with 21 years of industry experience. She has been with NWK Group since 2002 and is a 50% owner of the firm. NWK Group serves individual and high-net-worth clients, as well as pension, profit-sharing plans, and non-profit organizations, providing investment supervisory services, institutional consulting, financial planning, and cash-management advice. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis in its portfolio management and emphasizes performance reporting and peer comparisons in client communications.

Eric Strong is a Certified Financial Planner® with 22 years of industry experience. He has worked at Miller Avenue Advisors LLC since 2021 and previously spent 10 years at Brighton Jones, LLC. Miller Avenue Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, and plan sponsors. The firm also offers private placement investment services and limited-scope fiduciary services for workplace retirement plans, managing portfolios based on clients’ goals, time horizons, and risk tolerances.

Joseph Wallace is a CFP® and holds a Series 66 designation with 13 years of experience in financial advising. He is the principal of Wallace Advisory Group, LLC, where he has worked since 2015. Wallace also leads Wallace Financial & Insurance Solutions and is a registered representative with M Holdings Securities. Wallace Advisory Group provides asset management, comprehensive portfolio management, and standalone financial planning and consulting services to individuals, high-net-worth clients, and charitable organizations. The firm employs a disciplined investment approach that includes asset allocation, fundamental, quantitative, and qualitative analysis, and utilizes third-party sub-advisors to manage client portfolios.

Daniel Brown is a financial advisor at Miles Brown Asset Management with 20 years of industry experience. He holds a Series 66 designation and has been with the firm since 2016. In addition to his advisory role, he provides part-time tax preparation and planning services. Miles Brown Asset Management offers fee-only, fiduciary advisory services to individuals, families, trusts, and retirement plans. The firm manages client assets using individual securities, mutual funds, ETFs, and options, and also features a proprietary automated ETF-only platform for smaller accounts.

Marjan Soleimanieh is a financial advisor at Marin Wealth Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Marin Wealth Advisors, Soleimanieh operated as a sole proprietor and worked at Gosho Financial Group for three years. Outside of advising, Soleimanieh is involved in operations at Westfab Manufacturing, a sheet-metal manufacturing company. Marin Wealth Advisors serves individuals, families, trusts, estates, corporations, non-profits, and retirement plans, managing approximately $76 million across 94 client relationships. The firm offers discretionary and non-discretionary investment management along with project-based and comprehensive financial planning, using a strategic asset allocation approach combined with individual stock and bond selection.

Matthew Kelmon is a financial advisor at Bass Rocks Asset Management with 25 years of industry experience. He holds Series 65 and Series 63 registrations. His prior work includes roles at Backshore Asset Management, Insperex LLC, Blue Investment Partners, and 2344, LLC. Outside of his advisory work, he serves as an outside advisor for Flourish Capital, an early-stage venture investing firm supporting startup entrepreneurs. Bass Rocks Asset Management provides discretionary portfolio management and subadvisory services primarily to individual and high-net-worth clients. The firm focuses on equities, ETFs, and options-related strategies while managing accounts on a discretionary basis with documented risk tolerance and time horizons.

Haley Schaffer is a financial advisor at Waypoint West with seven years of industry experience. She previously worked at ICONIQ Capital and BlackRock, and holds Series 63 and Series 65 licenses. She also provides part-time consulting for GLG, spending approximately one hour per week on this activity. Waypoint West offers portfolio management and financial planning services primarily to high-net-worth individuals and pooled investment vehicles. The firm employs a range of strategies including discretionary management based on cyclical, fundamental, modern-portfolio, and quantitative analysis, and acts as a private fund adviser and sponsor for pooled funds.

Ronald Hunt is a financial advisor at Hunt Wealth Management in Concord, CA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sowell Financial Services, LLC and Concert Wealth Management, Inc. since 2017, he has been with Hunt Wealth Management. Hunt Wealth Management provides discretionary investment advice and portfolio management to individual clients, tailoring recommendations based on each client’s financial profile. The firm manages approximately $110 million in discretionary assets for about 180 clients and focuses on diversified portfolios with an emphasis on limiting transaction costs and tax impacts through infrequent trading.