William Dagley is a financial advisor at Private Wealth Partners, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Private Wealth Partners since 2005. Private Wealth Partners, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pensions, corporations, and bank trust departments. The firm manages approximately $1.98 billion in assets and employs a combination of fundamental and quantitative analysis across multiple asset classes, including equities, ETFs, fixed income, and alternatives, while utilizing both long- and short-term trading strategies.

Gregg Clarke is a CFP® professional with 27 years of experience in financial advising. He has been with Meritas Wealth Management, LLC since 2008. Outside of his advisory role, he mentors in the Financial Planning Association’s Residency Program, developing and delivering case studies to CFP® professionals and candidates. Meritas Wealth Management provides fee-only investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm emphasizes strategic asset allocation and long-term, buy-and-rebalance portfolios primarily using no-load mutual funds and institutional share classes.

Stanislav Godsky is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Liberty Wealth Management, LLC. He has worked with AE Financial Services, LLC since 2018 and has been involved with Lifetime Planning Marketing, Inc. for over a decade as a licensed insurance agent. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm combines centrally developed models with advisor-developed strategies, offering diversified portfolios that include mutual funds, ETFs, fixed income, real estate, and private market investments, and integrates third-party managers while providing client education programs.

Spencer O Donnell is a financial advisor with O'Donnell Financial Services, LLC in San Rafael, CA, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Independent Financial Group, LLC and The Don Room, El Cortez. O'Donnell Financial Services, LLC provides wrap asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, and business entities. The firm offers a range of investment strategies through discretionary and non-discretionary mandates, including sub-advisory services.

Jasin Carlen is an advisor at Alpha Wealth Management and Planning LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with LPL Financial since 2010. In addition to his advisory role, he provides non-variable insurance focusing on long-term care, life, and disability coverage. 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 uses a primarily long-term investment approach that incorporates multiple types of analysis to build diversified portfolios, with ongoing account review and tax-efficient strategies.

Stephanie Nehmens is a financial advisor at North Berkeley Wealth Management, LLC with one year of industry experience. She holds Series 65 and Series 66 licenses. Prior to joining North Berkeley Wealth Management, she worked at Arta Finance, Finix Payments, Secfi Securities, Homepoint Financial, LendingClub, and JP Morgan Chase & Co. North Berkeley Wealth Management provides comprehensive financial planning and investment management to a diverse client base, including individuals, families, business owners, and charitable organizations. The firm employs customized asset allocation strategies primarily using institutional mutual funds and ETFs, with options for ESG-focused investing and the use of sub-advisers or separately managed accounts in certain cases.

Daniel Nakahara is a financial advisor at North Berkeley Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with North Berkeley Investment Partners, LLC since 2015. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning and investment management, emphasizing long-term, total-return oriented portfolios that combine passive and active strategies, with options for ESG and carbon-screened investments.

Robert Wells is a CFA® charterholder with six years of industry experience. He is currently an advisor at Selby Wealth Management and has previously worked at John W. Brooker & Co., CPAS, PC and Keating Consulting Group. Outside of finance, he has been involved in music licensing and performance since 1993 and works as a Music Licensing Consultant for Austin City Limits Enterprises, managing music publisher relations and licensing. Selby Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio construction using mutual funds, ETFs, and individual securities, and acts as a fiduciary for retirement accounts under ERISA/IRC.

Valerie De Vol is a financial advisor at Assembly Wealth with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at WrapManager, Inc. from 2005 to the present. Assembly Wealth is an SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, standalone financial planning, and third-party manager services, utilizing a combination of asset allocation, specialized strategies, and wrap fee program structures.

Julian Goodman is a financial advisor at Stonebridge Financial Group with one year of industry experience. He holds a Series 66 designation and has previous experience at firms such as Equitable Advisors, Blair Martin Financial Professional, and Beacon Pointe Advisors. 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 uses a combination of quantitative and qualitative analysis, modern portfolio theory, and occasional charting to manage diversified portfolios across various asset classes.

Christopher Rose is a CFP® with four years of industry experience. He is currently with Aptus Financial, LLC and previously worked at Waypoint Wealth Partners, Your Financial Pharmacist, CJR Financial LLC, and StubHub. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on passive, long-term indexing and client education, operating a distributed team and offering fixed-fee planning alongside subscription-based ongoing support.

Kelly Lawson is a financial advisor with The Putney Financial Group LLC in San Rafael, CA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. Prior to joining Putney Financial Group, Lawson has worked with Arete Wealth Management and Portsmouth Financial Services. Outside of advising, Lawson serves as Treasurer for San Geronimo Community Church, a nonprofit organization. The Putney Financial Group provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm uses a multifaceted investment approach emphasizing asset allocation across various securities, managing portfolios generally on a discretionary basis with regular reviews and reporting.

Tiffani Clarke is a financial advisor at Meritas Wealth Management, LLC in San Rafael, CA, with 16 years of industry experience. She holds a Series 65 designation and has been with Meritas since 2009. Meritas Wealth Management provides personalized, fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm emphasizes long-term diversification through written Investment Policy Statements and primarily passive investment strategies informed by academic research and Modern Portfolio Theory.

Andrew Williams is a financial advisor at GenCap Portfolio Management with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Front Row Advisors LLC, the firm’s doing-business-as name, since 2015. 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 establish asset allocation and risk parameters, offering a range of investment strategies without a stated account minimum.

Benjamin Stewart is a financial advisor at Stewart Wealth Management, Inc. in San Rafael, CA, with 24 years of industry experience. He has been with Stewart Wealth Management since 2007. The firm advises individuals, families, trusts, endowments, qualified retirement-plan sponsors, and business entities, managing approximately $501 million across about 337 client relationships. Stewart Wealth Management employs a strategic asset allocation and global diversification approach, primarily using low-cost, institutional-class mutual funds and ETFs within a core-satellite framework grounded in Modern Portfolio Theory.

Nico Russo is a financial advisor at Stonebridge Financial Group with eight years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors and AXA-Advisors, LLC prior to joining Stonebridge. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, providing 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 a range of asset types, including stocks, bonds, ETFs, mutual funds, and alternatives.

Steven Romjue is a financial advisor at Ridgecrest Wealth Partners, LLC with 37 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He has been with Ridgecrest Wealth Partners since 2021. Ridgecrest Wealth Partners provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm employs a combination of passive and active management strategies, including fundamental and technical analysis, options strategies, and tactical asset allocation, tailoring recommendations to client-specific profiles.

Marcus Nilsson is a financial advisor at Stonebridge Financial Group with 10 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Alders Financial Solutions. Nilsson is based in San Rafael, CA. 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 and uses various investment vehicles, including stocks, bonds, ETFs, and alternative investments, to manage client portfolios.

Frank Greene is a CFA® charterholder with seven years at Private Wealth Partners, LLC and six years previously at BCI Capital Management, totaling 13 years in the financial industry. He is co-owner of ETFreplay.com, Inc, an information services business focused on statistical investing, where he manages the programming oversight. Private Wealth Partners provides discretionary portfolio management and financial planning to a diverse client base including high-net-worth individuals, pension plans, trusts, estates, and corporations. The firm employs a mix of investment strategies and manages approximately $1.92 billion in client assets across its team of advisors.

Cheryl Charney is a financial advisor at American Investors Company with 38 years of industry experience. She has been with American Investors Company since 1998 and is also involved in Professional Staffing Group, Inc., where she serves as an officer and manager focusing on health insurance sales and service. American Investors Company provides investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers various services such as asset management, financial planning, and retirement advice, operating under both SEC-registered adviser and broker-dealer structures.