Mitchell Bortolotto is a financial advisor at Stonebridge Financial Group with 11 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa-Advisors, LLC. 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 portfolios across various asset classes, often utilizing independent sub-advisors through third-party programs.

Monique San Miguel Lopez is a financial advisor at SAS Financial Advisors, LLC., holding a Series 66 designation with nine years of industry experience. She has worked at SAS Financial Advisors since 2020 and previously held roles at ForUsAll and Charles Schwab. SAS Financial Advisors is a fee-only advisory team managing approximately $150 million for nearly 200 clients, primarily individual and high-net-worth households as well as certain pension and profit-sharing plans. The firm focuses on portfolio construction using passively managed index securities and fixed income, combining fundamental and technical analysis with both long- and short-term strategies.

Christopher Worthington is a financial advisor with Stonebridge Financial Group in San Rafael, CA. He holds a Series 66 designation and has nine years of industry experience, including ten years at Equitable Advisors and four years at Axa-Advisors. Worthington is also a part owner in a multifamily real estate investment. Stonebridge Financial Group provides advisory services to individuals, families, business owners, and employer plan sponsors. The firm manages client portfolios on a discretionary basis using a combination of quantitative and qualitative analysis and offers wealth management, financial consulting, and retirement plan advisory services.

Bradley Stephens is a financial advisor at Tamalpais Asset Management with 21 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Nationwide Investment Services Corporation and Calamar Financial Group. At Tamalpais, he serves as a Retirement Plan Consultant, assisting small and mid-sized businesses with retirement plans and providing wealth management services to individuals. Tamalpais Asset Management is a team-based SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, endowments, and qualified retirement plan sponsors. The firm emphasizes passive investing with DFA mutual funds and ETFs, incorporates modern portfolio theory and quantitative analysis, and offers customized portfolio management with regular monitoring and reporting.

Natalie Masarweh is a financial advisor with Chequers Financial Management LLC in San Francisco, holding a Series 65 designation. She has one year of industry experience and previously worked at BMO Bank N.A. and Northwestern Mutual Investment Services LLC. Outside of finance, her background includes roles in education and hospitality. Chequers Financial Management provides wealth management and financial planning services primarily for ultra-high-net-worth individuals, complex multi-generational families, and related entities. The firm emphasizes a combination of strategic and tactical asset allocation with low-cost, passively managed funds and integrates comprehensive planning including estate, tax, and alternative investment strategies.

Ronald Weintraub is a financial advisor with Fortitude Advisory Group L.L.C. in Kentfield, CA, holding a Series 63 designation and 26 years of industry experience. He has worked with Argentus Securities, LLC and Argentus Advisors, LLC since 2011 and 2013, respectively. Outside of advising, he owns a permanent and temporary employment agency and is active in insurance sales, including fixed insurance products such as life, health, disability, annuities, and long-term care. Fortitude Advisory Group provides investment advisory and financial planning services mainly to individual investors and their retirement accounts, as well as employee retirement plans, charitable organizations, and business entities. The firm’s team approach includes portfolio management, third-party manager selection, held-away account oversight, and financial planning, with a focus on aligning recommendations to clients’ goals, risk tolerance, and time horizons.

Lucas Mc Nulty is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 credential. He has been associated with Liberty Wealth Management since 2022, with one year of prior employment outside the financial industry. Before joining Liberty, he worked at Tilden Golf Course and attended the University of California Los Angeles. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm combines centrally developed models with adviser-developed strategies, employing quantitative and fundamental analysis to construct diversified portfolios while offering a range of financial planning, investment management, and educational services.

David Hollander is a financial advisor with Liberty Wealth Management, LLC, based in Oakland, CA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He is also an attorney and managing partner of Hollander & Hollander, PC, a law firm focusing on estate planning, litigation, elder law, and tax planning. Outside of his advisory and legal roles, he serves on the finance committee of the Julia Morgan School, a private nonprofit. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities with services including investment management, financial planning, and employee-benefit plan consulting. The firm employs a combination of proprietary and advisor-developed strategies, integrating third-party managers and alternative investments, and is notable for its broader corporate structure encompassing affiliated businesses such as legal services, tax preparation, real estate management, and private fund conduits.

Allan Moskowitz is a financial advisor with Mason & Associates, Inc. in Berkeley, CA, holding the CFP® and Series 63 credentials, and has 26 years of industry experience. He has been with Mason & Associates since 2025 and also works with Transformative Wealth Management LLC. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses by providing personalized financial planning, investment management, and limited-scope hourly planning and implementation services. The firm’s investment process is based on Modern Portfolio Theory and includes client-specific Life Plans and Investment Policy Statements, utilizing a broad range of mutual funds, ETFs, and third-party portfolio managers.

Troy Copeland is a financial advisor with O'Donnell Financial Services, LLC in San Rafael, CA. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has worked at O’Donnell Financial Services since 2015 and at Independent Financial Group, LLC since 2016. Outside of investment advising, he is also a licensed insurance agent and offers trust facilitator services. O'Donnell Financial Services provides wrap asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, and business entities. The firm’s investment strategies include discretionary and non-discretionary mandates and use a range of instruments tailored to clients’ goals, risk tolerance, and time horizons.

Jacob Schwartz is a financial advisor at Green Ocean Global Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Green Ocean Global Advisors, he held positions at Springfield Pepsi-Cola, Federated Fiducial, and Bank of Springfield. He also has experience working at Brookens Library and the University of Illinois Springfield. Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and referrals to third-party investment managers for individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, quantitative, modern portfolio theory, and technical analysis to manage portfolios aligned with client risk profiles.

Jennifer Dazols is a CFP® with four years of experience in the financial industry. She has worked at Equita Financial Network since 2023 and previously at Sincerus Advisory from 2021 to 2023. Prior to her financial advisory roles, she spent 13 years at eBay. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives and risk tolerance.

Candace Hamilton is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Her prior roles include positions at Foreside Fund Services, LLC and Champlain Investment Partners, LLC. Liberty Wealth Management is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and corporations. The firm employs diversified investment strategies combining quantitative and fundamental analysis, utilizes both in-house and third-party managers, and offers a range of services including financial planning, ERISA retirement plan services, and educational seminars.

Ira Fateman is a CFP® with 21 years of industry experience, currently serving at SAS Financial Advisors, LLC. He has worked at Shone Asset Management and San Francisco State College, and he was involved with Congregation Sherith Israel for 15 years. SAS Financial Advisors is a fee-only advisory team managing approximately $150 million for nearly 200 clients, primarily individual and high-net-worth households as well as certain pensions and profit-sharing plans. The firm emphasizes portfolio construction using passively managed index securities and fixed income, combined with both fundamental and technical analysis, and provides comprehensive financial planning with regular account reviews.

Franco Cirelli is a CFP®-credentialed financial advisor with Augustine Asset Management Inc, based in San Francisco, CA. He has eight years of industry experience and co-founded SeatSub, Inc., an online live event season ticket service. Additionally, he has taught business classes as a lecturer at City College of San Francisco since 2003. Augustine Asset Management serves high-net-worth individuals, families, and institutional clients with fee-only investment management and portfolio advisory services. The firm uses a research-oriented process combining macroeconomic and fundamental analysis to manage active global equity and fixed-income strategies, with a particular emphasis on public-sector clients.

Noa Hoffman is a CFP® professional with two years of industry experience, currently serving at Green Ocean Global Advisors LLC. Prior to this, Noa held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., and operated a personal financial advisory website. Noa also worked with the Singleton Foundation for Literacy and Entrepreneurship and has experience at Karat Financial and Nerdwallet. Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and third-party manager referrals for individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental, quantitative, modern portfolio theory, and technical analysis to manage portfolios across various asset classes, tailored to client risk profiles.

Colin Fitzgibbons is a financial advisor at Inflection Capital Management, LLC with a Series 65 credential. He has experience with Focus Partners Wealth and Citigroup, Inc. prior to joining Inflection Capital. Inflection Capital Management serves family offices, high-net-worth individuals, and institutional-style family clients by providing comprehensive financial planning and portfolio management. The firm utilizes an IPS-driven, manager-of-managers approach, combining third-party manager selection with internal oversight and employs a broad investment toolkit supported by AI tools and third-party research.

Robert Atkins is a financial advisor at Alpha Wealth Management and Planning LLC with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Alpha Wealth Management and Planning and LPL Financial since 2015. Atkins is also involved with a separate business focused on tax preparation and accounting services under Wealth Strategies. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, and specialized advisory services. The firm employs a primarily long-term investment approach that incorporates fundamental, technical, cyclical, and charting analysis to build diversified portfolios, and it sponsors its own wrap fee program with multiple platform tracks.

Joseph Knebel is a financial advisor at Twin Peaks Wealth Advisors with 16 years of industry experience. He holds Series 65, Series 66, and Series 63 credentials. Prior to joining Twin Peaks Wealth Advisors, he worked at Morgan Stanley for five years and Fisher Investments for eleven years. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, high-net-worth families, trusts, retirement plans, and other entities. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, complemented by tactical overlays, rebalancing, and specialized strategies including a direct-cryptocurrency sub-advisory program.

Diane Mccracken is a financial advisor at Westhill Financial Advisors, Inc. in San Rafael, CA, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with Westhill Financial Advisors since 2010. Outside of her advisory role, she volunteers on the board of Wednesday’s Gift, a nonprofit that assists individuals in need of food, clothing, housing, and other essential necessities. Westhill Financial Advisors serves individuals, trusts, estates, businesses, nonprofits, and retirement plans with personalized financial planning, investment management, and pension consulting. The firm employs a core-and-satellite investment approach tailored to client-specific risk tolerance, time horizon, tax considerations, and liquidity needs.