Samuel Olesky is the principal advisor at Olesky Capital Management, LLC, an independent firm based in Mill Valley, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. In addition to his advisory role, he has been a faculty member at the University of California, Berkeley since 2003. Olesky Capital Management provides discretionary investment management focused on global strategic asset allocation for high-net-worth individuals, retirement plans, trusts, and investment partnerships. The firm employs a long-term, low-volatility approach using primarily ETFs and maintains a small client base with customized portfolio management and regular performance reviews.

Marc Lieberman is a CFA® charterholder with 18 years of industry experience. He has been the principal advisor at Shorepine Wealth Management, LLC since 2017 and previously worked at Ashfield Capital Partners, LLC for 10 years. Shorepine Wealth Management serves high-net-worth individuals, trusts, foundations, endowments, and corporate clients by providing individualized investment portfolio management and financial planning. The firm employs an actively managed core portfolio strategy focused on mid-to-large cap U.S. equities supplemented by mutual funds, ETFs, bonds, and cash, using fundamental and technical analysis, and offers unique services including a private-placement real estate fund sponsorship and an educational seminar series titled "Wealth Creation Today."

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.

Monib Khademi is the principal of Cypress Praxis, LLC, an independent advisory firm located in San Rafael, CA. He holds a Series 65 credential and has 14 years of industry experience. Khademi has been with Cypress Praxis since its founding in 1992. He also has a history of long-term pro bono service on nonprofit and education boards. Cypress Praxis serves a selective group of primarily high-net-worth individuals and families, providing discretionary portfolio management, financial consulting, and education. The firm employs a proprietary Strategic Portfolio Design™ process that focuses on asset allocation, tax-managed indexing, and investor behavior coaching while offering virtual family-office capabilities for large households.

Renee Conrady is a financial advisor at Wasi with 22 years of industry experience. She holds the Series 65 designation and has been affiliated with Western Annuity Services, Inc. since 2000. Western Annuity Services, Inc. provides investment advisory and asset management services primarily to individuals with retirement accounts, including employees of not-for-profit organizations and self-employed persons. The firm focuses on constructing diversified portfolios of mutual funds and ETFs using a long-term buy-and-hold strategy combined with fundamental, technical, and cyclical analysis.

John Girton is the sole advisor at Girton Capital Management, Inc. in Larkspur, CA, holding the CFA® designation and Series 63 license with 27 years of industry experience. He has led Girton Capital Management since its founding in 1998. Girton Capital Management provides individualized portfolio management and periodic hourly consultations for individuals, trusts, retirement accounts, corporations, foundations, and pension and profit-sharing plans. The firm employs a research-driven investment approach focused on fundamental analysis, emphasizing socially responsible investment themes, and manages diversified portfolios with a growth-at-a-reasonable-price orientation.

John Vreeland is a CFP® with 22 years of experience in the financial advisory industry. He is the sole advisor at Fairlead Financial Advisors, LLC, an independent firm he has been with since 2004. Fairlead Financial Advisors provides discretionary portfolio management along with financial, estate, and business planning services to individuals, trusts, charitable organizations, foundations, and closely held entities. The firm manages approximately $95 million using mutual funds, ETFs, and individual securities, applying institutional-style manager due diligence and offering specialized services for charitable clients.

Matthew Shelton is the principal advisor at Shelton Financial Advisors, LLC, an independent firm based in Mill Valley, CA. He holds a Series 63 designation and has 25 years of experience in the financial industry, operating his own advisory business since 2000. Shelton has led Shelton Financial Advisors since its founding in 2001. Shelton Financial Advisors, LLC provides discretionary portfolio management and investment advice primarily to high-net-worth individuals. The firm employs a globally diversified, buy-and-hold investment approach across equities and fixed income, tailoring allocations based on each client’s risk tolerance, age, and net worth.

Joe Caldwell is a CFA® charterholder with 24 years of industry experience. He has been the principal advisor at The Investment and Philanthropy Corporation in Sausalito, CA since 2001. The Investment and Philanthropy Corporation provides investment supervisory and portfolio management services to individuals, high-net-worth clients, charitable institutions, profit-sharing plans, private foundations, endowments, and trusts. The firm uses a broadly diversified strategy focused on exchange-traded funds and individual stocks, supported by a proprietary statistical model called the PentaMarket, and emphasizes tailored allocations and limited trading to manage costs and tax effects.

Stacy Daher is a financial advisor at Tiburon Financial Advisors, Inc. with seven years of industry experience. She holds a Series 65 designation and has served as Associate Vice President for Finance & Treasury at the University of San Francisco since 2002. Tiburon Financial Advisors is an independent advisory firm serving high-net-worth individuals and nonprofit organizations with integrated financial planning, investment advisory services, tax return preparation, and family office support. The firm employs a strategic asset allocation process combining passive and active management and offers both discretionary and non-discretionary portfolio management.

Edward Chin is the sole advisor at Rising Capital Inc. in Mill Valley, CA, holding a Series 63 designation with 23 years of industry experience. He has been with Rising Capital since 1998. Rising Capital provides discretionary investment management and financial planning services to high-net-worth individuals and institutional clients, using a primarily long-term investment approach supplemented by fundamental, technical, and cyclical analysis. The firm manages portfolios with ongoing personal client contact and periodic reviews, and participates on an institutional custody platform to access advanced technology and services.

William Promes Jr. is a financial advisor at Austin Creek Capital, LLC in Mill Valley, CA, holding a Series 65 designation with five years of industry experience. He worked at Charles Schwab and Co., Inc. for 19 years before founding Austin Creek Capital, where he has been advising clients since 2019. Austin Creek Capital provides investment management and financial planning to individuals, high-net-worth clients, and businesses. The firm uses a Modern Portfolio Theory-based approach, primarily employing passive investment strategies to build diversified portfolios tailored to client objectives and risk tolerance, and it offers integrated planning services including business planning and employee benefits optimization.

Christopher Mckeon is the sole advisor at Oakvale Investments Inc., an independent firm based in Fairfax, CA. He holds 30 years of industry experience, having led Oakvale since its founding in 1995. Oakvale Investments is a fee-only registered investment adviser providing discretionary portfolio management for individuals, trusts, and retirement accounts. The firm employs a long-term, bottom-up value investment approach focused on companies with strong cash flow, solid balance sheets, and turnaround potential, managing roughly $73.8 million across about 30 clients.

Brian Miller is a financial advisor with 5 years of industry experience, currently operating through 245 Investments LLC. He holds a Series 65 designation and has previously worked at Farnam Street Investments LLC and Blue Shield of California. Outside of his advisory work, Miller serves on the board of directors for Alta Mesa Cemetery Association, overseeing operations and finance. 245 Investments LLC provides discretionary asset management primarily through separately managed accounts and offers financial planning services exclusively to those clients. The firm serves individual investors as well as small businesses and institutional clients, employing a disciplined, bottom-up valuation process to manage concentrated, long-only portfolios with a focus on intrinsic value.

Craig Reisfield is a financial advisor at Ridley Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ridley Asset Management since 2007. In addition to his advisory role, he serves as Co-President of Harriet Brown & Company, Inc., a family-operated licensing business. Ridley Asset Management provides independent investment advisory and portfolio management services to individuals, high net worth clients, families, retirement and pension accounts, trusts, and foundations. The firm employs a multi-asset allocation strategy using primarily exchange-traded funds, notes, and other index-linked securities to pursue tax-efficient, equity-like returns with lower volatility.

James Mclaughlin is the sole advisor at Anvik Advisers LLC in Mill Valley, CA, holding Series 63 and Series 66 licenses with 49 years of industry experience. He has led Anvik Advisers since 2006. Anvik Advisers LLC provides discretionary portfolio management for individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on long-term capital appreciation through undervalued common stocks, combined with income-generating covered-call programs and selective downside protection strategies.

Shahram Tajback is a CFA® charterholder with 23 years of industry experience. He has been with Mathematica Capital Management, LLC since 2002 and serves as its sole advisor. Outside of his advisory work, he manages Tajback & Sons LLC, a business involved in leasing an office building. Mathematica Capital Management provides investment advisory services to a select group of high-net-worth individuals, trusts, businesses, and institutional clients. The firm employs a quantitative, model-driven approach focused on short-term trading of highly liquid equities and ETFs, managing both a private pooled vehicle and separately managed accounts.