Raymond Lent is a financial advisor with The Putney Financial Group LLC in San Rafael, CA, holding Series 63 and Series 65 licenses with 50 years of industry experience. He is the owner of Portsmouth Financial Services Inc., a FINRA member broker-dealer, where he serves as Chairman of the Board and Registered Representative. Outside of finance, he is involved in the resale of rare coins and lithographic prints through a private venture. The Putney Financial Group LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm employs a multi-faceted investment approach emphasizing asset allocation across various instruments and generally manages portfolios on a discretionary basis with regular reviews and reporting.

Jeffry Bratzler is a CFP® with 36 years of industry experience, currently affiliated with Bcn Financial, Inc. He has worked at LPL Financial, Crown Capital Securities, Quest Securities, and has been with Bcn Financial since 2004. Bratzler holds a Series 63 license and also maintains a notary license. Bcn Financial, Inc. provides retirement plan advisory and financial planning services primarily to employer-sponsored plan participants and members of over 200 Police and Fire Department associations. The firm’s investment approach emphasizes mutual funds and ETFs, combining fundamental, technical, and sentiment analysis with a market-timing component, and delivers regular client reporting including quarterly portfolio updates and annual performance reviews.

Marla Schroeder is a financial advisor at Contravisory Investment Management, Inc. with one year of industry experience. Prior to entering the financial sector, she worked in education at Orinda Union Schools and Moraga Schools for a combined total of over ten years. Contravisory Investment Management serves both individual and institutional clients, managing approximately $702 million across discretionary and non-discretionary accounts. The firm employs a proprietary quantitative and technical research system to guide its investment strategies and is notable for its dual role as both investment manager and sponsor of private pooled vehicles that utilize long-short strategies.

Colin Taylor is a CFA® charterholder with 19 years of industry experience. He has been with Capital Advantage, Inc. in Walnut Creek, CA, for 15 years. Capital Advantage, Inc. serves individual and high-net-worth clients, trustees, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management and financial planning. The firm uses a team approach to develop client strategies using mutual funds, ETFs, individual equities, and fixed income, employing both fundamental and technical analysis while monitoring accounts regularly.

Thomas Reed is a financial advisor at TrueNorth Wealth in San Francisco, CA, holding a Series 65 credential with three years of industry experience. His prior work includes roles at BRJ Distributing and Gonzaga University. TrueNorth Wealth serves individual and high-net-worth clients, including physicians, surgeons, business owners, and retirees, as well as corporate retirement plans and institutional clients. The firm provides comprehensive financial planning, investment supervisory services, and institutional consulting, with an emphasis on asset allocation, portfolio construction, and regular client communication.

Jesse Hindson is a CFP® with six years of industry experience, currently serving at Assembly Wealth since 2024. Prior to joining Assembly Wealth, he worked at Incline Investment Advisors, LLC and Incline Investment Management, LLC from 2019 to 2024. His background also includes roles outside finance at Big Water Grille and Vail Resorts Retail. Assembly Wealth is an SEC-registered investment adviser managing approximately $336.7 million as of the end of 2025. The firm provides discretionary portfolio management, financial planning, and third-party manager services to a diverse client base, utilizing a combination of asset allocation strategies and third-party managers within its wrap fee program.

Yezhou Wang is a financial advisor with SyntheticFi LLC, holding a Series 65 license and two years of industry experience. Prior roles include positions at Cyclone Technologies Inc, Hawx Services LLC, VRGL, Inc, and involvement with the University of Pennsylvania and ZhenFund. SyntheticFi LLC provides investment advisory and sub-advisory services to registered investment advisers, individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans, supported by proprietary software that enables automated monitoring and customized hedging with exchange-traded S&P 500 index and FLEX options.

Kyle Ladd is a financial advisor at O'Donnell Financial Services, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Charles Schwab and TD Ameritrade. Outside of advising, he performs family-friendly live music locally under the name Scottorious. O'Donnell Financial Services, LLC offers wrap asset management, financial planning, and retirement plan consulting to individuals, pension plans, trusts, and business entities. The firm provides tailored advisory services through discretionary and non-discretionary mandates, employing a range of investment strategies to suit client needs.

Jared Wegrzyn is a financial advisor at Liberty Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Creative Planning, LLC and Heyman Investment Group. He is also involved with Lifetime Planning Marketing, Inc. as an insurance agent and serves as an associate financial planner/paraplanner at MFA Financial Planning. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, retirement plans, corporations, and other entities. The firm combines centrally developed models with adviser-developed strategies and uses both quantitative and fundamental analysis to construct diversified portfolios, while integrating third-party managers and coordinating with outside professionals.

Wayne Freeman is a financial advisor with Dixon Financial Services in Lafayette, CA, holding a Series 63 designation and 34 years of industry experience. He has been with Dixon Financial Services since 1995 and also affiliated with Assante Capital Management since 2001. Dixon Financial Services provides investment advisory services to individuals, trustees, charitable organizations, business owners, and corporations. The firm focuses on strategic asset allocation using mutual funds and ETFs within a Modern Portfolio Theory framework and manages approximately $1.086 billion in assets across five advisors.

Daniel Worthington is a ChFC® credentialed financial advisor with 42 years of industry experience. He currently works at Stonebridge Financial Group and has previously been associated with firms including AXA Advisors, GWN Securities, and Castle Rock Wealth Management. Worthington also manages group health and dental insurance relationships outside of his advisory role. 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 combination of quantitative and qualitative investment approaches and manages client portfolios across a wide range of asset classes, including stocks, bonds, ETFs, and alternative investments.

Scott Peters is a financial advisor at Gordian Wealth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gordian Wealth Advisors since 2015, alongside prior roles at Sanctuary Securities, LLC and Capulent, LLC. Gordian Wealth Advisors primarily serves high-net-worth individuals, trusts, and estates, providing discretionary portfolio management, independent manager oversight, and integrated financial planning. The firm employs a blend of fundamental and quantitative analysis to implement diversified, asset-allocation-driven strategies tailored to clients' objectives and risk tolerance.

Jessica Schafer is a CFP®-certified financial advisor at J.P. King Advisors, Inc. with 16 years of industry experience. She has been with J.P. King Advisors since 2016 and also has a background with American Investors Company dating back to 2010. In addition to her advisory role, she is an independent insurance agent specializing in life and health insurance. J.P. King Advisors, Inc. provides comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, as well as trusts, estates, and various business entities. The firm’s investment approach focuses on risk management and strategic asset allocation using globally diversified portfolios, with ongoing oversight by an internal Investment Committee.

Keley Petersen is a financial advisor at Willow Grove Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Willow Grove Advisors since 2009. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for about 187 client relationships, primarily individual and high-net-worth investors. The firm combines technical and economic analysis with strategic asset allocation and trading strategies, offering customized portfolio management and private placement due diligence for suitable clients.

Michael Beck is a CFA® charterholder with eight years of industry experience. He currently serves at Rothschild Wealth LLC and previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Phoenix Investment Adviser, LLC. Beck is a board trustee for Mark Day School in San Rafael, CA. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm constructs portfolios using asset-allocation models tailored to client objectives and risk tolerance, employing quantitative tools and third-party sub-advisers to manage diversified investments and provide ongoing monitoring and rebalancing.

Timothy Connolly is a CFP® with four years of industry experience, currently serving as an advisor at Yeske Buie Inc. He previously worked at Griffin Black, Inc. and has additional experience in corporate tax incentives and staffing services. Outside of finance, Connolly provides occasional support at Johnny Foley's Irish House in San Francisco. Yeske Buie offers integrated wealth management services, including financial planning, discretionary asset management, and fiduciary asset management for a range of clients such as high-net-worth individuals, foundations, and retirement plans. The firm uses a process centered on written Investment Policy Statements and portfolios constructed with ETFs and mutual funds based on Modern Portfolio Theory and manager due diligence.

Marisa Heiden is a CFP® with four years of industry experience, currently serving as a financial advisor at Mission Creek Capital Partners, Inc. in San Francisco. Her prior experience includes roles at Burton Enright Welch and Wells Fargo. Mission Creek Capital Partners serves a diverse client base including institutional investors, private clients, pension plans, and pooled investment vehicles. The firm employs a core-and-satellite investment approach with fundamental and economic analysis, offering discretionary portfolio management, wealth planning, concentrated stock management, and specialized services such as private equity distribution and sub-advisory solutions.

Andrew Kirchner is a financial advisor at Elevation Wealth Partners, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including ZRC Wealth Management, Assetmark Financial, Envestnet, and FDx Advisors. Elevation Wealth Partners serves individuals, families, high-net-worth clients, small businesses, pension and profit-sharing plans, trusts, and estates. The firm provides fee-only discretionary portfolio management and comprehensive financial planning, emphasizing asset allocation and long-term, academically informed investment strategies.

Kevin Klauber is a financial advisor with McClurg Capital Corporation in San Rafael, CA. He holds a Series 63 designation and has 41 years of industry experience, including 35 years at McClurg Capital. 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 through written Investment Policy Questionnaires and manages portfolios using strategies such as asset-class diversification, bond laddering, and tactical cash management.

Thomas Owens is a CFP® professional with five years of industry experience currently serving at Roof Eidam Maycock Peralta LLC. His prior experience includes roles at Burton Enright Welch, Garde Capital, Seattle University, and Look Left Marketing. Roof Eidam Maycock Peralta LLC advises individual investors, charitable organizations, and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm builds customized portfolios using a range of investment strategies and operates a wrap-fee program that covers trading costs for clients.