Michael Sondag Jr. is a financial advisor at Main Street Research LLC with one year of industry experience. He holds a Series 65 credential and has been with Main Street Research since 2020. The firm manages approximately $2.38 billion for about 920 clients, offering wealth management and consulting services to individuals, families, foundations, and institutional clients. Main Street Research employs a multi-advisor approach, combining fundamental, quantitative, and technical analysis to build discretionary portfolios primarily using individual securities, with selective ETF use and ESG factor scoring for clients who request it.

Jason Rodnick is a CFA® charterholder with 15 years of industry experience. He has worked at Osborne Partners Capital Management, LLC since 2018 and previously spent eight years at Raub Brock Capital Management, LP. He is based in San Francisco, CA. Osborne Partners manages approximately $2.36 billion for individuals, families, trusts, foundations, retirement plans, and other entities. The firm offers personalized, actively managed investment portfolios combined with integrated financial planning and serves as a sub-adviser to unaffiliated advisers while sponsoring an affiliated private pooled investment vehicle.

Thomas Vogelheim is a financial advisor with Fiduciary Financial Group, LLC, based in San Rafael, CA, bringing 21 years of industry experience. He is also the sole shareholder of FFG Law, a law firm, and an owner and partner at Cooper & Vogelheim, LLP, a CPA firm. Vogelheim divides his professional time among financial advising, legal services, and accounting. Fiduciary Financial Group is a fee-based advisory firm managing over $1 billion for individuals, high-net-worth households, and retirement plan sponsors. The firm offers a range of services including discretionary asset management, ongoing financial planning, ERISA plan services, and private placement advice, using a research approach that combines fundamental, technical, and cyclical analysis with a variety of investment strategies.

Keith Wheeler is a financial advisor with Alpha Wealth Management and Planning LLC in Novato, CA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior work includes roles at Morgan Stanley, Bank of America, Merrill, and Robert W. Baird. He serves as a board member for the Novato Police K9 Foundation. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, retirement consulting, and specialized advisory services. The firm employs a primarily long-term investment approach that integrates fundamental, technical, cyclical, and charting analysis to build diversified portfolios and sponsors its own wrap fee program with technical and fundamental platform options.

Nicholas Atkeson is a financial advisor with Delta Investment Management, LLC in San Francisco, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Delta since 2008 and was previously with US Capital Wealth Management, LLC from 2016 to 2018. Delta Investment Management provides discretionary investment management and consulting to individuals, institutions, trusts, and pension plans, and also serves as a subadvisor to other advisory firms. The firm offers a range of strategies including ETF-based tactical rotation, concentrated equity mandates, and alternative investments, integrating financial planning into its asset management services.

Penny Bacharach is a CFP® professional with over 41 years of industry experience. She is currently with Alpha Wealth Management and Planning LLC, where she has been since 2015, and has also been associated with LPL Financial since 2005. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering a range of services including investment management, financial planning, retirement plan consulting, and specialized advisory work. The firm manages diversified portfolios with a primarily long-term investment approach, incorporating multiple analysis techniques and offering tax-efficient asset management alongside its own wrap fee program.

Daniel Murray Jr. is a financial advisor with Mirador Capital Partners in Larkspur, CA. He holds a Series 66 designation and has 14 years of industry experience, including 11 years with Mirador Capital Partners. Mirador Capital Partners provides portfolio management, financial planning, and retirement consulting services to individuals, trusts, pension and profit-sharing plans, and small businesses. The firm employs a top-down fundamental investment approach supplemented by technical analysis and manages a range of proprietary strategies across various asset classes.

Melissa Jones is a CFA® charterholder with three years of industry experience. She currently works at Osborne Partners and has prior experience at Iconiq, Jordan Park Group LLC, CNR Securities LLC, and Loomis Sayles. Osborne Partners Capital Management provides discretionary and non-discretionary investment management and integrated financial planning to a wide range of clients, including individuals, families, trusts, foundations, endowments, corporations, and retirement plans. The firm emphasizes actively managed, globally diversified multi-asset portfolios tailored to client-specific guidelines and employs strategies such as individual bonds, alternative instruments, hedging, and performance-based fee arrangements.

Michael Garrigan is a financial advisor at Stonebridge Financial Group with eight years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa-Advisors. Outside of his advisory role, he is involved in real estate investment through ownership of multiple properties and co-ownership of an investment LLC. 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 combination of quantitative and qualitative investment strategies and manages approximately $896 million in discretionary assets.

Stephen Stanford is an investment advisor representative at The Putney Financial Group LLC with 37 years of industry experience. He previously worked at Portsmouth Financial Services Inc for 11 years and Arete Wealth Management for 3 years. Stanford holds Series 63 and Series 65 licenses. The Putney Financial Group LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm manages approximately $205 million in assets using a multi-faceted investment approach that emphasizes asset allocation across various instruments and delivers ongoing portfolio oversight with regular client reporting.

John Mcdevitt is a Managing Director at Fort Point Capital Partners LLC with 25 years of industry experience. He previously worked at Morgan Stanley & Co. LLC for 18 years before joining Fort Point Capital Partners and Uhlmann Price Securities, LLC in 2020. His professional designations include Series 63 and Series 65. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices, offering discretionary separately managed accounts and private pooled vehicles with a focus on private credit, equity, and real estate. The firm emphasizes risk management, global diversification, and tax-aware investing, while managing both private fund sponsorship and separate account strategies.

Echo Chien is a financial advisor with The Putney Financial Group LLC in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Putney Financial Group in 2024, Chien worked at Arete Wealth Management, Portsmouth Smartlife Financial Group, and Portsmouth Financial. Chien serves as Chief Compliance Officer for The Putney Financial Group's affiliated registered investment advisory firm. The Putney Financial Group LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm employs a multi-faceted investment approach emphasizing asset allocation across mutual funds, ETFs, fixed income, structured products, private placements, and options strategies.

Daniel Krebs is a financial advisor at Atlas Capital Advisors Inc. with six years of industry experience and holds a Series 65 designation. He has worked at Atlas Capital Advisors since 2019 and concurrently serves as a part-time Managing Director at Sebastes Capital Management, a family office in San Francisco, where he assists with portfolio investment decisions. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and corporate entities. The firm employs an evidence-driven, total-portfolio asset allocation approach and manages tax-aware portfolios using a variety of instruments, including equities, fixed income, derivatives, and alternative investments.

Christopher Winkler is a financial advisor with Aspirean Wealth, LLC in Mill Valley, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America Inc. for over a decade. Outside of advisory, he is involved in periodic life insurance sales through Legacy Advisors Agency. Aspirean Wealth serves individuals, high net worth clients, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement consulting. The firm emphasizes long-term, asset-allocation-driven strategies using broadly diversified, passively managed funds and integrates third-party money managers in client portfolios.

John Baker is a financial advisor at Atlas Capital Advisors Inc. in San Francisco, CA, holding Series 63, 65, and 66 licenses with 18 years of industry experience. His prior roles include positions at Delta Investment Management, LLC, BCW Securities LLC, and Violich Capital Management. Outside of financial advising, he serves as president and board member of Solari Estate Vineyards, a winery. Atlas Capital Advisors is an independent, privately owned investment adviser serving individuals, high-net-worth families, family offices, pension plans, trusts, foundations, and other institutions. The firm offers discretionary wealth management, financial planning, and tax-aware portfolio management primarily through separately managed accounts, utilizing a combination of fundamental, technical, and quantitative analysis along with various instruments including options and futures.

Leslie Krampert is a financial advisor at Atlas Capital Advisors Inc. with five years of industry experience. She holds a Series 65 designation and previously worked at Meridian Financial from 2018 to 2021. Atlas Capital Advisors is an independent investment adviser serving individuals, high-net-worth families, family offices, pension plans, trusts, foundations, and other institutions. The firm offers discretionary wealth management and tax-aware portfolio management using a mix of fundamental, technical, and quantitative analysis across various strategies, often employing derivatives and alternative investments in separately managed accounts.

Alison Diessner is a financial advisor with NorthRock Partners, LLC in San Francisco, holding Series 63 and Series 66 designations and 13 years of industry experience. Her prior roles include positions at Ameriprise, Ashfield Capital Partners, and Hall Capital Partners. NorthRock Partners offers comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored, holistic investment approach that includes broad asset allocation, diversification, and integration of private market allocations, supported by AI tools and ongoing human oversight.

John Lundin is a financial advisor at KCM Investment Advisors with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KCM Investment Advisors since 2000. KCM Investment Advisors serves individual and institutional clients, including high-net-worth individuals and corporate pensions, providing discretionary portfolio management and integrated financial planning. The firm manages about $6.0 billion in discretionary assets using a customized, fundamental and quantitative investment approach.

Erin Niehaus is a CFP® with five years of industry experience, currently serving as a financial advisor at Savvy. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Niehaus also acts as an advisor and promotor for DigitalDX, a role she has held since 2000. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm builds customized, primarily index-based investment plans and incorporates technology platforms, third-party sub-advisers, and tax-aware strategies to support clients’ diverse financial needs.

Nicholas Mc Innis is a CFA® charterholder with nine years of industry experience. He has been with BakerAvenue since 2016 and holds a Series 65 license. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth, and institutional clients, typically on a discretionary basis. The firm offers multiple investment strategies combining tactical allocation, quantitative analysis, and fundamental research, and provides services including tax and estate planning, philanthropy, and trustee oversight for clients with over $3 million in investable assets.