Alexandra Scott is a CFP® with five years of industry experience, currently advising at Mariner Wealth Advisors. Her prior roles include positions at Empirical Wealth Management, UBS Financial Services, and Brio Financial Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon for a firm of its size.

Andrew Schumont is a CFP® professional with 20 years of industry experience. He currently works at MAI Capital Management, LLC and previously held roles at Neuberger Berman and Fidelity Investments, including FIDELITY Personal and Workplace Advisors. MAI Capital Management, LLC offers investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages customized portfolios across multiple strategies and provides additional services such as trust administration and insurance through its affiliates.

Sarah Wotherspoon is a CFP® and Series 66-registered advisor with 16 years of industry experience. She is currently with Wealthspire Advisors, where she has worked since 2024, following a 15-year tenure at Private Ocean. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation with ongoing due diligence and periodic reviews.

Kevin Shannon is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation and four years of industry experience. He has previously worked at Regis Management Co. and Opes Advisors. Mercer Global Advisors serves individuals, families, small business owners, and non-profits, providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other strategies, and offers specialized services including retirement plan consulting and charitable advisory.

Cottrell Smith is a financial advisor with Schwab Wealth Advisory in Point Richmond, CA, holding a Series 65 license and four years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab for four years, Wells Fargo for three years, and spent eleven years at the U.S. Department of the Treasury/Internal Revenue Service. Outside of his advisory role, he is involved in property management through ownership of local real estate businesses in Oakland, California. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations tailored to individual goals and risk tolerance. The firm’s advice is based on Charles Schwab & Co.’s asset allocation models and research tools, and trades require client authorization.

Richard Schultz is a financial advisor with Capital Analysts and holds Series 63 and Series 65 designations. He has 29 years of industry experience and has been with Capital Analysts Incorporated for 23 years as well as Lincoln Investment for 14 years. Capital Analysts serves both retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm’s investment management combines discretionary and non-discretionary approaches supported by an in-house research team and proprietary mutual fund screening.

William Osher is a CFA® charterholder and holds a Series 65 license, with 26 years of industry experience. He is currently with Cerity Partners LLC, joining the firm in 2024. His previous roles include positions at Abbrea Capital, LLC, GFO Advisory Services, LLC, CSI Capital Management Inc, Tamalpais Wealth Advisors, and MDT Advisers, a division of Federated MDTA LLC. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, business entities, charitable institutions, and various institutional investors, advising on approximately $166.2 billion in client assets as of year-end 2025. The firm uses customized wealth management strategies focused on client-specific investment profiles and asset allocation, offering access to alternative and private market solutions along with comprehensive financial planning and consulting services.

Oona Rokyta is a financial advisor with Wealthspire Advisors in San Rafael, CA, holding a Series 65 designation and one year of industry experience. Her prior roles include positions at Asti Financial Management, Lance Global Inc, and HoneyBook. Wealthspire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio reviews.

Rachel Sowers is a CFP® with seven years of industry experience, currently affiliated with Beacon Pointe Advisors, LLC. Her prior experience includes roles at Waypoint Wealth Partners, Raymond James & Associates, and Truist Investment Services. Beacon Pointe Advisors, LLC provides wealth advisory and consulting services to a diverse client base, including high-net-worth individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

Catherine Conger is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Cerity Partners, she worked at Northwestern Mutual Investment Services LLC and has been involved with Farm Shop since 2025. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, providing customized wealth management services that range from investment management to retirement plan consulting. The firm employs a client-specific investment framework combining quantitative screening, manager selection, and access to alternative and private market solutions.

Samuel Gaeta is a CFP® with 10 years of experience in financial advising, currently with Mariner since 2025. His prior roles include positions at Defined Financial Planning LLC, J.W. Cole Financial, Inc., Global Financial Private Capital, LLC, and Wealth Beta, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to deliver customized portfolios and integrates tax and accounting services alongside administrative CFO capabilities.

Timothy Talbott is a CFP® professional with 3 years of industry experience, currently serving at Wealthspire Advisors in San Rafael, CA. He has been with Wealthspire Advisors since 2011 and holds a Certified Financial Planner designation. Wealthspire Advisors serves a broad range of clients, including individuals, corporations, retirement plans, nonprofits, and trustees, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven, customized investment approach with diversified, institutional-style asset allocation across various investment vehicles.

Colin Drake is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wealthspire Advisors since 2026. Prior to joining Wealthspire, he worked at Marin Financial Advisors, LLC for eight years and operated Drake Wealth Management for six years. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment process that emphasizes diversified, institutional-style asset allocation across multiple asset classes, with both discretionary and non-discretionary portfolio management options.

Debbie Shaug is a CFP® with six years of industry experience, currently serving as an advisor at Cerity Partners LLC since 2022. She previously worked at Browuer & Janachowski from 2019 to 2021 and owned A Baby's Place, an online business, from 2002 to 2019. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Stephen Kepler is a CFP® with eight years of industry experience, currently serving at Wealthspire Advisors. His prior roles include positions at Private Ocean, Mosaic Financial Partners, and Aspirirant LLC. Wealthspire Advisors serves a wide range of clients including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm employs a relationship-driven process with diversified, institutional-style asset allocation and utilizes both discretionary and non-discretionary portfolio management.

Michael Gold is a financial advisor with Principal Financial Services in San Rafael, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including over 25 years managing Gold Financial & Insurance Services and 10 years with Principal Securities Inc. Outside of his advisory work, he coaches and teaches pickleball. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Brendan Wolf is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at The Retirement Group LLC, Mass Mutual Life Insurance, and several local organizations including Sonoma State University and Marin Catholic High School. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active management supported by an internal Investment Committee.

Scott Stewart is a CFP® professional with 14 years of industry experience, currently affiliated with Principal Financial Services. His prior roles include positions at Prudential Insurance Company of America, Lincoln Financial Advisors Corporation, and LPL Enterprise. Outside of his advisory work, he is involved in real estate sales as a licensed assistant at Coldwell Banker Kappel Gateway Realty and works as an insurance agent focusing on fixed life, annuities, disability, long-term care, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by third-party managers.

Jane Merkle is a Series 65-licensed advisor at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners in 2026, she held positions at Delegat and various educational institutions, including UC San Diego and Marin Catholic High School. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of late 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, proprietary quantitative screening, and access to alternative and private market solutions.

Summer Macallister is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Rock & Co LLC, Bank of America, N.A., and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking.