Roberta Bechtel is a financial advisor with Stonebridge Financial Group in San Rafael, CA, holding a Series 66 designation and 18 years of industry experience. Her prior work includes ten years with GWFS Equities Inc/Great West Life & Annuity Insurance Company and five years at Blair Martin, Equitable Advisors. She is also a trustee of a personal trust. 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.

William Paine is a financial advisor at GenCap Portfolio Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Front Row Advisors LLC since 2017 and Cloudwords from 2015 to 2017. 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 guide asset allocation and risk management, and it offers a range of investment strategies including equities, fixed income, ETFs, and real estate funds.

Marian Jung is a financial advisor with Aspirean Wealth, LLC, holding a Series 65 designation and 17 years of industry experience. She has worked with Aspirean Wealth since 2015 and previously held roles in mortgage lending at All California Mortgage and All Western Mortgage. Aspirean Wealth provides advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, focusing on long-term, asset-allocation-driven strategies using diversified, passively managed mutual funds and ETFs. The firm manages approximately $195 million in assets and employs a four-advisor team to conduct portfolio oversight and client reviews.

Jennifer Regan is a CFP® professional with six years of experience in financial advising. She has worked at North Berkeley Wealth Management, LLC since 2019 and previously held roles at Bell Investment Advisors and Asti Financial Management. North Berkeley Wealth Management serves individuals, families, business owners, and various entities with comprehensive financial planning and investment management. The firm employs a customized asset allocation approach using both passive and active strategies, including ESG options, and manages approximately $830 million in client assets.

Craig Frieders is a financial advisor with RB Capital Management, LLC in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with RB Capital Management and Crofton Capital Management since 2005 and is also involved in AmeriEstate Legal Plan Inc., assisting clients with estate planning. Outside of advisory work, he owns an independent insurance agency focused on term life and long-term care insurance. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm emphasizes asset allocation, diversification, and customized portfolios, integrating hedged strategies and managed fixed-income solutions while primarily managing assets in-house.

Forrest Bell is a Series 65-licensed financial advisor with Bell Investment Advisors Inc in Orinda, CA. He has 20 years of industry experience and has been with Bell Investment Advisors since 2005. Bell Investment Advisors is an SEC-registered firm serving individual and high-net-worth clients with discretionary portfolio management and fee-based financial planning. The firm customizes investment strategies based on clients’ personal and financial circumstances and conducts ongoing account monitoring while considering market and economic trends.

Steven Wilkes is a CFA® charterholder and holds a Series 66 license with 21 years of industry experience. He has worked with Hutchinson Capital Management for 23 years before joining HCM Wealth, a four-advisor team based in San Rafael, CA. HCM Wealth is an independent, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, and charitable organizations, with a focus on financially conservative, high-net-worth clients. The firm employs a value-oriented investment approach emphasizing capital preservation through concentrated equity portfolios, laddered fixed income, and client-specific investment guidelines.

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 five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Hutchinson Capital Management and Sanford C. Bernstein & Co., LLC. HCM Wealth is an independent, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on capital preservation and a value-oriented investment approach, managing approximately $942 million with a four-advisor team.

James Sutton is a financial advisor with Echo45 Advisors LLC in Walnut Creek, CA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Merrill and Morgan Stanley before joining Echo45 Advisors in 2020. Sutton is also a passive investor in property technology and land development companies through Land Club LLC and Land Club Sutter Creek LLC. Echo45 Advisors serves individuals, trusts, retirement plans, and business entities with comprehensive wealth management, discretionary investment management, and financial planning services. The firm combines multiple analytical methods and employs a variety of portfolio strategies, including custom indexing, alternative investments, and digital assets, supported by affiliated tax and estate services and integrated fintech solutions.

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 prior work includes roles at Lifetime Marketing and Planning, Inc, AEFS, Bennion Deville Homes, Keller Williams Realty, and Emerson Equity LLC. He is also engaged as an insurance agent with Lifetime Marketing and Planning, Inc. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed and advisor-developed investment strategies and integrates quantitative and fundamental analysis to build diversified portfolios, including private market investments.

Albert Gutierrez is a CFA® charterholder with 11 years of industry experience. He has been with Atlas Capital Advisors Inc. since 2010. The firm operates as a team of five advisors based in San Francisco, CA. Atlas Capital Advisors is an independent wealth manager serving individuals, family offices, pensions, trusts, and corporate clients. The firm employs evidence-driven, total-portfolio asset allocation and utilizes a variety of instruments including equities, fixed income, ETFs, derivatives, and private alternative investments.

Michael Hullen is a CFP® and PFS™ with 32 years of industry experience. He is currently with Liberty Wealth Management, LLC and has held roles at Integrated Advisors Wealth Management and AE Financial Services, LLC. Outside of advisory work, he is a CPA and owner of Hullen Accountancy LLP, a tax planning and preparation firm. Liberty Wealth Management, LLC serves individuals, trusts, estates, retirement plans, corporations, and other entities by providing investment management, financial planning, retirement plan services, and educational seminars. The firm employs both centralized and adviser-developed strategies, uses quantitative and fundamental analysis, and integrates third-party managers to construct diversified portfolios that include alternative investments.

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.

Joseph Mcdonough is a financial advisor at Lewis Asset Management with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at BlackRock and Mechanic's Bank. Lewis Asset Management is a registered investment adviser serving individuals, high-net-worth clients, and pension or profit-sharing plans. The firm offers discretionary portfolio management and standalone financial planning, focusing on long-term trading and diversified portfolios that typically include exchange-traded funds and no-load mutual funds.

Sean O'Brien is a financial advisor at Echo45 Advisors LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Central Valley Advisors, Raymond James Financial Services, Bank of America, and Merrill. Outside of advising, he serves as a volunteer board member for the Salvation Army in Sacramento. Echo45 Advisors serves individuals, trusts, retirement plans, and business entities with comprehensive wealth management, discretionary investment management, and retirement plan consulting. The firm combines multiple analytical methods with various portfolio implementation strategies and offers both automated and customized investment services.

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 possessing 29 years of industry experience. He has been affiliated with O'Donnell Financial Services since 2015 and with Independent Financial Group, LLC since 2016. Outside of advising, he hosts "The Greg O'Donnell Financial Hour," a public speaking program discussing financial topics. 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 discretionary and non-discretionary advisory services with investment strategies ranging from long-term buy-and-hold to short-term trading, including the use of margin, short sales, options, and other derivatives when appropriate.

Dawnalizabeth Henke is a Series 65-licensed financial advisor at Capital Advantage, Inc. in Walnut Creek, CA, with 18 years of industry experience. She has been with Capital Advantage since 2006. Capital Advantage, Inc. serves individual and high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary investment management and financial planning. The firm uses a combination of fundamental and technical analysis and manages portfolios using mutual funds, ETFs, individual equities, and fixed income, with regular account reviews and a team-based approach.

Timothy Bangert is a financial advisor with McClurg Capital Corporation in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with McClurg Capital since 1994. McClurg Capital provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, IRAs, endowments, and charitable organizations. The firm emphasizes account-level customization, employing strategies such as asset-class diversification, bond laddering, and tactical cash management, with daily oversight and quarterly performance reporting.

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.