Andrew Fedeli is the principal of Fedeli Financial, LLC, an independent advisory firm based in Novato, California. He holds a Series 65 designation and has three years of industry experience. Outside of his financial advisory role, he owns a consulting business specializing in Salesforce training. Fedeli Financial, LLC provides portfolio management and individualized investment planning for a small, high-net-worth client base. The firm employs a variety of analytical methods and offers tailored recommendations across diverse investment types, including private placements and venture capital, while maintaining a non-discretionary trading approach.

Paul Cordero is a CFP®-certified financial advisor with 14 years of industry experience, currently practicing at Attune Financial Planning, LLC in San Rafael, CA. He has been with Attune Financial Planning since 2011 and previously was involved with the Financial Planning Association of San Francisco from 2020 to 2023. Attune Financial Planning is a fee-only registered investment adviser that serves individuals, families, and business owners, particularly those nearing or in retirement. The firm offers comprehensive financial planning and wealth management using a passive, asset-class investment approach focused on tax efficiency, and provides both discretionary and non-discretionary advice tailored to each client’s tax situation, risk tolerance, and goals.

Patrick Beresh is a financial advisor at PMB Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with PMB Advisors since 2002. In addition to his advisory role, he is a Certified Public Accountant and occasionally prepares individual tax returns. PMB Advisors serves individual and high-net-worth clients along with their trusts and estates, providing portfolio management and financial planning services. The firm builds personalized investment policies using fundamental and cyclical analysis and typically implements strategies with ETFs, mutual funds, and individual securities.

Jonathan Firestein is a financial advisor at Purpose Capital Advisors with five years of industry experience. He holds a Series 65 credential and has worked previously at Uplifting Capital, Inc. and Ascent Capital Management (U.S. Bank). Purpose Capital Advisors provides investment consulting to mission-driven organizations, wealth management firms, family offices, and foundations, focusing on impact investing and private capital. The firm offers services including investment research, manager selection, and business consulting, emphasizing bespoke impact frameworks that integrate financial analysis with social and environmental objectives.

Autumn Kruse is a CFP® professional with 14 years of industry experience, currently operating Kruse Financial Strategy in Petaluma, CA. She has been working under her own name since 2007. Kruse Financial Strategy provides fee-only financial planning services tailored to individuals, families, and small businesses, with a focus on high-net-worth clients. The firm emphasizes comprehensive and limited-scope planning without managing client assets, often recommending mutual funds, ETFs, bond funds, and CDs, with attention to socially responsible investing.

John Rutledge is a CFP® and CFA® with 16 years of industry experience. He is the sole advisor at Phoundational LLC, an independent firm he has led since 2019. Prior to founding Phoundational, he worked for 11 years at Fairview Capital Investment Management. Phoundational provides investment consulting and financial planning services to individuals, high-net-worth clients, charitable organizations, foundations, endowments, corporations, and other businesses. The firm employs a liability-driven investing philosophy and typically recommends passive, index-based mutual funds and ETFs, operating on a fee-only basis without managing client assets directly.

Earl Knecht is a CFP® with 26 years of industry experience. He is the founder of Knecht Capital Management, LLC and has held prior roles at LPL Financial, Napa Valley Wealth Management, and Cetera Advisor Networks. In addition to his advisory work, he has taught business courses as a contract instructor at Pacific Union College. Knecht Capital Management is an independent, single-advisor SEC-registered firm managing approximately $116 million for individual and high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers tailored portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing a range of investment strategies and analyses.

Bruce Ritter is the sole advisor at Ritter Wealth Counsel, an independent fee-only wealth management firm based in San Rafael, CA. He holds a Series 65 designation and has over 36 years of experience in the industry. Ritter Wealth Counsel serves primarily high-net-worth individuals and families, as well as trusts, estates, pension, and charitable organizations. The firm offers customized investment programs implemented mainly with passive index funds or ETFs, maintaining predominantly non-discretionary client relationships and a small, concentrated client roster.

Randall Huyser is a financial advisor with Full Compass Investment Advisors in Novato, CA, holding a Series 63 designation and 21 years of industry experience. He has been with Full Compass Investment Advisors since 2012. Full Compass Investment Advisors provides personalized investment management and advisory services to individuals, families, trusts, retirement plans, and charitable organizations, typically through separately managed discretionary accounts. The firm uses a multi-disciplinary investment process combining fundamental research with quantitative and qualitative analysis to construct tailored portfolios across various strategies.

Joseph Gallagher is a financial advisor at Pacific Crest Asset Management LLC with 31 years of industry experience. He holds a Series 65 designation and previously worked at Dorsey Capital Management and Kimun Lee. Pacific Crest Asset Management LLC provides discretionary portfolio management and prepares Investment Policy Statements tailored to clients’ goals, tax considerations, and risk tolerances. The firm employs a mix of analytic techniques and implements long-term purchase strategies across equities, fixed income, and ETFs, managing client assets internally without third-party managers.

John Cort is a financial advisor with Compass Wealth Advisors in Petaluma, CA, holding a Series 66 designation and 16 years of industry experience. He has been with Compass Wealth Advisors since 2012, where he serves as the firm's sole advisor. Compass Wealth Advisors is an independent, state-registered firm that offers comprehensive financial planning and discretionary investment management to individual and household clients. The firm employs an active management style tailored to clients’ risk tolerance and time horizon, utilizing both fundamental and technical analysis across a range of investment vehicles.

Prabhu Palani is a CFA® charterholder with 12 years of industry experience. He is the sole advisor at Tresses Capital Management, LLC in Napa, CA, where he has worked since 2016. He also holds an institutional investment role with the City of San Jose. Tresses Capital Management offers discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, profit-sharing plans, and pooled investment vehicles. The firm employs diversified, tax-efficient, and low-cost investment vehicles alongside individual equities, fixed income, options, and other securities, managing a relatively small client base with approximately $56 million in assets under management.

Peter Dobson is a Series 66–licensed financial advisor with five years of industry experience. He is the sole principal of Riverwest Financial LLC in Petaluma, CA, where he has worked since 2025. His prior roles include positions at Cambridge Investment Research Advisors and Cambridge Investment Research, as well as operating his own advisory practice. Riverwest Financial LLC provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a fundamental-analysis framework with a long-term orientation, utilizing exchange-traded funds, mutual funds, individual securities, bonds, CDs, and options, and offers both asset-based wealth management and hourly financial planning.

Jennifer Ramaswamy is a Series 66 licensed financial advisor with two years of industry experience. She is the principal of Sonoma Mountain Financial LLC, an independent firm based in Petaluma, CA, where she has worked since 2025. Prior to founding Sonoma Mountain Financial, she was with LPL Financial LLC for two years and has experience in other roles outside the financial industry, including as a homemaker and positions at Lyft and Within Unlimited. Sonoma Mountain Financial LLC provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm uses a strategic asset allocation approach grounded in Modern Portfolio Theory and offers customized portfolios with a variety of investments while maintaining a long-term orientation.

Joseph Arsenio II is the sole advisor at Arsenio Capital Management LLC in San Anselmo, CA, holding a Series 63 designation with 53 years of industry experience. He has led Arsenio Capital Management since 2004. Outside of his advisory role, he serves as a project manager for Sonoma fire clean-up efforts, overseeing on-site management and regulatory interactions. Arsenio Capital Management provides portfolio analysis, macroeconomic asset-allocation advice, and hourly consultations primarily to individuals, trusts, retirement accounts, and pension or profit-sharing plans. The firm’s investment approach integrates fundamental and technical macroeconomic analysis, focusing on ETFs, closed-end funds, and income vehicles, delivering non-discretionary advice through written and verbal communication.

Mark Bourguignon is the sole advisor at Proprietor Wealth Management Inc. in Larkspur, CA. He holds a Series 65 designation and has nine years of industry experience, having led Proprietor Wealth Management since 2015. Proprietor Wealth Management provides discretionary investment management and financial planning to individuals, trusts, estates, and occasionally institutional investors, with a focus on high-net-worth clients. The firm employs an evidence-based, long-term investment approach grounded in Modern Portfolio Theory, offering globally diversified portfolios with factor tilts and tax-efficient rebalancing, along with access to institutional share classes and private fund opportunities.

Steven Sherman is the sole advisor at Steven William Sherman, an independent firm based in San Rafael, CA. He holds a Series 65 designation and has 13 years of industry experience. Sherman has operated his own advisory practice since 2005. The firm provides discretionary portfolio management for individual and IRA accounts, managing a focused book of approximately 25 clients with $5–6 million in assets. Its investment approach combines fundamental and technical analysis, emphasizing ultra-diversified portfolios primarily using exchange-traded funds and closed-end funds, along with active trade-timing decisions uncommon among independent advisers.

Robert Margetic is a financial advisor at Redwood Financial Advisors, Inc. in San Rafael, CA, with 28 years of industry experience. He holds the Series 63 designation and has worked with multiple affiliated firms since 1987. Outside of his advisory role, he serves as president of WealthNet Charitable Gift Fund, a nonprofit organization that manages donor-advised accounts, and is involved in the administration of charitable remainder trusts through Redwood Financial Group, Inc. Redwood Financial Advisors, Inc. offers portfolio management, comprehensive financial and retirement planning, philanthropic planning, and financial consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and professional advisors. The firm develops tailored strategies using a combination of fundamental, technical, and market-timing analysis and provides both discretionary and non-discretionary management.

Edward Sporl is the principal of Sporl & Company in San Anselmo, CA, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has operated Sporl & Company since 1990. Outside of advisory work, he also manages real estate through Sonoma Investment Partners on a limited basis. Sporl & Company provides discretionary investment management focused on fixed-income securities and derivatives, specializing in U.S. government securities, agency mortgage-backed products, and other high-quality debt instruments. The firm employs an investment approach centered on economic and fundamental analysis aiming for total return with capital preservation, utilizing actively monitored strategies involving collateralized mortgage obligations, interest-only/principal-only structures, and asset-backed securities.

Khaled Salama is a CFA® charterholder with 27 years of industry experience. He is the principal of KS Global Advisors, Inc., an independent firm he has been associated with since 1995. Prior to that, he worked for 25 years at The Headlands Group. Outside of his advisory role, Salama serves on several investment committees and boards, including positions at the San Domenico School, Sisters of St. Dominic of San Rafael, U Corp-SF State, and the Terra Fund, and he is a guest lecturer at Stanford University. KS Global Advisors provides discretionary investment management and financial consulting services primarily to individual clients and certain trusts. The firm employs a global, long-term investment approach emphasizing fundamental valuation and dynamic rebalancing, managing portfolios with an unusually large number of individual securities while applying institutional-style processes to a relatively small client base.