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.

Milo Benningfield is a CFP® and holds a Series 65 license with 13 years of industry experience. He has been with Benningfield Financial Advisors, LLC since 2003. Outside of his financial advisory work, he leads a small jazz ensemble that performs locally. Benningfield Financial Advisors provides integrated financial planning and discretionary investment management primarily to high-net-worth individuals, families, pension, and charitable accounts. The firm employs a strategic asset allocation approach, combining passive index and ETF holdings with select active managers, and maintains a small client base to support a tailored service model.

Christopher Charles is a financial advisor with Wulff, Hansen & Co. in San Rafael, CA, holding 46 years of industry experience. He has worked at Wulff, Hansen & Co. since 1979 and also has experience with McClurg Capital Corporation and C.A. Botzum & Co. Charles serves as CEO and CCO of his firm’s broker/dealer, RIA, and municipal advisory businesses, where he supervises and manages portfolios. Wulff Capital Management, the investment advisory division of Wulff, Hansen & Co., provides discretionary portfolio management and limited investment consultation to individuals, retirement plans, trusts, and charitable institutions. The firm focuses on customized portfolios of publicly traded securities using fundamental and cyclical analysis with a long-term holding approach and offers municipal advisory services alongside retail brokerage activities.

Bridget Harkins is a CFP® with 12 years of industry experience and is currently an advisor at Wheels Up Wealth, Inc., where she has worked since 2020. Prior to that, she spent three years at Dimensional Fund Advisors LLC. Wheels Up Wealth serves individual and high-net-worth clients by providing comprehensive financial planning and discretionary investment management, using a long-term, passive investment approach grounded in Modern Portfolio Theory. The firm integrates held-away assets into its portfolio management through third-party aggregation and employs automated rebalancing for certain client segments.

James Sanford is a financial advisor at Balanced Plan Financial Investment Advisors, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at World Equity Group, Inc. and CSP Financial Group LLC. Outside of advising, Sanford is a licensed general contractor involved in home owner consulting and maintains an active role as an independent insurance agent. Balanced Plan Financial Investment Advisors, Inc. is a state-registered firm managing approximately $48.8 million for around 149 clients, including individuals, small businesses, trusts, and estates. The firm offers tailored investment programs that incorporate a variety of methods and may delegate management to sub-advisors or third-party managers, with an emphasis on monitoring and disclosure of potential conflicts.

Dustin Blodgett is a CERTIFIED FINANCIAL PLANNER™ with 13 years of industry experience, currently serving at Insight Capital Management. His prior roles include positions at Independent Financial Group, Arkadios Capital, and AccuVest Global Advisors. In addition to his advisory work, he is licensed to provide term life insurance to clients. Insight Capital Management is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as trusts and foundations. The firm manages approximately $330 million across 374 client relationships, offering discretionary and non-discretionary portfolio management, financial planning, and educational workshops using a combination of fundamental and technical analysis.

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® with First and Main Financial, where she has worked since 2016. She holds a Series 63 license and is based in Piedmont, CA. Prior to joining the firm, she was a homemaker for two years. First and Main Financial manages client assets on a discretionary basis, primarily serving individual investors and revocable trusts. The firm emphasizes long-term diversification through mutual funds, ETFs, and various fixed income options, offering comprehensive financial planning and participant-level pension plan services.

Alexander Knight is a financial advisor at Broadside Wealth with a Series 65 credential and no prior industry experience. His work history includes roles at Catena Collective Investment Holdings, Sea Capital, Bond Capital, Stanford GSB, New America Foundation, Blue Ridge Capital, and Tiger Management. Broadside Wealth Technologies serves ultra-high-net-worth individuals, families, family offices, trusts, estates, and institutional clients using a membership-based wealth management model focused on fee reduction, tax optimization, and liquidity management. The firm employs systematic, technology-driven processes and offers flat membership fees rather than percentage-based charges.

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.

Edward Huang is a financial advisor at Beacon Coast Partners, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Inc. for 13 years. Outside of his advisory role, he is a managing partner of an information technology firm focused on website development. Beacon Coast Partners is a wealth management firm serving families, trusts, estates, and businesses with discretionary portfolio management and family-office style services. The firm builds customized portfolios using low-cost mutual funds and ETFs, employing a primarily long-term investment approach supported by fundamental and technical analysis.

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 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pring Turner since 2002. Pring Turner Capital Group provides fee-only investment advisory and financial planning services to individuals, trusts, corporations, foundations, and other entities. The firm uses an active asset-allocation process based on a proprietary business-cycle framework called the “Six Stages” and manages portfolios with an emphasis on quality, value, income, and capital preservation.