Blair Martin is a financial advisor with Stonebridge Financial Group in San Rafael, CA, holding a Series 66 designation and over 24 years of industry experience. Prior to joining Stonebridge, he worked at Equitable Advisors and Axa Advisors for 17 and 11 years, respectively. Outside of advisory work, he is a partner in Toby Lane Vineyards, a winery business. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors with discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a blend of quantitative and qualitative investment strategies and manages a diverse range of asset types on a discretionary basis.

John Blatter is a financial advisor with Affinity Capital Advisors LLC in Berkeley, CA. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at ION Solar, Athelas, and LaunchPod Media, among others. Affinity Capital Advisors serves individuals, trusts, estates, charitable organizations, and business entities with portfolio management, financial planning, and consulting services. The firm uses a combination of fundamental, technical, and charting analysis to manage diversified portfolios that may include alternative and illiquid investments.

Lyle Bonn is a financial advisor with GenCap Portfolio Management and holds a Series 63 designation. He has 23 years of industry experience and has been with Front Row Advisors LLC since 2015. Outside of advising, he is involved in West Coast sales for RPG Consultants, a third-party administrator and record keeper unrelated to investment activities. GenCap Portfolio Management, operating as Front Row Advisors LLC, provides discretionary and non-discretionary portfolio management, financial planning, and subadvisory services to individuals, high-net-worth clients, and other investment advisers. The firm employs fundamental analysis and modern portfolio theory to manage diversified portfolios without a stated minimum account size.

Ryan Kelley is a CFA® charterholder with 14 years of industry experience. He has been with Bell Investment Advisors Inc since 2019 and previously worked at ALPS Distributors, Seafarer Capital Partners, Waddell & Reed, and Planmember Securities Corporation. Bell Investment Advisors is a team-based SEC-registered adviser serving individual clients, trusts, and institutional accounts. The firm provides customized investment management and financial planning, primarily using diversified strategies with exchange-traded funds and no-load mutual funds.

Vivian Segura is a financial advisor at Brio Financial Group in San Francisco, CA, holding a Series 65 designation. She has been with Brio Financial Group since 2022 and previously worked at Financial Partners Credit Union and the Youth Policy Institute. Brio Financial Group serves individuals, trusts, retirement plans, and business entities, offering asset management through a wrap fee program as well as financial and retirement plan consulting. The firm provides discretionary portfolio management using a combination of direct management and sub-advisers, with a consulting scope that includes estate and tax planning, mortgage and debt analysis, and corporate structure services.

Jack Mcroskey is a financial advisor at Jackson Square Capital, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Third Avenue Management and Consumers Alliance Processing Corporation prior to joining Jackson Square Capital in 2022. Jackson Square Capital provides discretionary and non-discretionary wealth management, investment advisory services, and financial planning to individuals, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $489 million in client assets and tailors portfolios using fundamental and technical analysis across a range of investment vehicles, including equities, fixed income, alternatives, and options strategies.

Margaret Callahan is a CFP® professional at Brio Financial Group with one year of industry experience. She has previously worked at Focus Partners Wealth, RTD Financial, MOR Wealth Management, and MetLife Investment Management. Prior to her financial advising career, she was employed at the Resnick Academic Support Center for three years. Brio Financial Group serves individuals, trusts, employer retirement plans, and business entities, managing approximately $1.06 billion in discretionary assets for around 800 clients. The firm offers discretionary asset management, standalone financial planning, and retirement plan consulting, utilizing a multi-advisor team and a diversified investment approach that includes fundamental and technical analysis as well as third-party manager due diligence.

Elizabeth Prindle is a CFP® professional at SAS Financial Advisors, LLC, with nine years of industry experience. She has been with SAS Financial Advisors since 2014. SAS Financial Advisors is a fee-only, SEC-registered adviser serving individuals, high-net-worth clients, and certain pension and profit-sharing plans. The firm focuses on portfolio management and comprehensive financial planning, primarily using passively managed index securities tailored to client-specific objectives and needs.

Diana Freeburg is a CFP® professional with five years of experience in financial advising. She is currently with Equita Financial Network, Inc. and has previously worked with firms including Northstar and Nayya. Outside of her advisory roles, she has been involved with the SF LGBT Community Center. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, investment management, and ongoing consulting. The firm emphasizes market efficiency and strategic asset allocation, employing a network model that supports advisers through paraplanning and community programs.

Nancy Woodall is a CFA® and CIC credentialed financial advisor with 26 years of industry experience. She has been with Meridian Investment Counsel, Inc. since 2004. Meridian Investment Counsel provides discretionary investment management and financial planning to individuals, families, trusts, non-profit organizations, and retirement plans. The firm employs a tax-aware, conservative growth approach through fundamental security analysis, asset allocation, and long holding periods, managing portfolios on a fiduciary basis with in-house discretion.

Wayne Johnson is a financial advisor at Tactivest, LLC with three years of industry experience. He is also a 75% shareholder and practicing attorney at Wayne R. Johnson & Associates, PLC, a law firm specializing in wealth and estate planning, tax planning and controversy, family business, and corporate law. Tactivest provides portfolio management and financial planning services to individuals, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a multi-method investment approach and uses both discretionary strategies and third-party resources to manage approximately $128.5 million across 168 client accounts.

Robert Joseph Mendoza is a financial advisor with Brio Financial Group in San Francisco, CA. He holds a Series 66 designation and has 18 years of industry experience. His prior firms include Bailard, Inc., True Wealth Advisory Group, Cetera Advisor Networks, and Raymond James & Associates. Mendoza is also a commissioned notary public. Brio Financial Group serves individuals, high net worth households, trusts, employer retirement plans, and business entities by providing discretionary asset management, financial planning, and retirement plan consulting. The firm manages approximately $1.06 billion in discretionary assets for about 800 clients using a multi-advisor team and employs a blend of fundamental, technical, and sector analysis alongside third-party manager due diligence in portfolio construction.

Claire Hollander is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 credential with four years of industry experience. She has worked at Liberty Wealth Management since 2020 and has prior experience at Regal Wine Company, the Office of the Oakland Mayor, and various legal offices. Outside of her advisory role, she hosts an investment and lifestyle podcast called The Clear Cut Podcast. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a blended investment approach combining centrally developed and advisor-specific strategies, emphasizing diversification across traditional and private-market investments.

Joseph Wells is a CFP® and CFA® with 21 years of industry experience, currently serving as an advisor at Selby Wealth Management. He has worked with John W. Brooker & Co., CPAs, and operates a sole proprietorship focused on music writing and licensing for TV and film, for which he receives residual payments. Selby Wealth Management advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, managing approximately $545 million on a discretionary basis. The firm provides portfolio management along with financial planning and consulting services, emphasizing customized, long-term investment strategies aligned with clients’ goals and risk tolerance.

Michael Roy is a financial advisor with Main Street Research LLC, holding a Series 65 designation and 13 years of industry experience. His prior work includes roles at Fisher Investments, Canter Wealth, and Zacks Investment Management. Main Street Research LLC provides wealth management services to individuals, families, foundations, and institutions, managing approximately $2.68 billion across over 1,000 client relationships. The firm delivers tailored investment advice through a multi-advisor team and offers discretionary management emphasizing individual securities alongside diversified strategies such as ESG models and specialized sub-advisors.

Cullen Jowitt is a financial advisor at Gordian Wealth Advisors, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Gordian Wealth Advisors in 2019, he worked at Zeta Global for five years. He is also a partner in Jowitt Consulting, a non-investment-related business. Gordian Wealth Advisors serves primarily high-net-worth individuals as well as 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 each client’s objectives and risk tolerance.

Nicole Holloway is a CFP® with 10 years of industry experience, currently serving as an advisor at Natural Investments since 2020. She has worked at Strategy Squad since 2016 and was previously employed by Qualified Planning and Carrie Productions, Inc., where she continues to consult part-time on social media and website maintenance for the entertainment and media business. Natural Investments is a values-focused firm that provides financial planning and portfolio management for individuals, including high-net-worth households, institutions, and charitable entities. The firm emphasizes asset-class diversification and a long-term approach using socially responsible investments, operating under a unique structure as a public-benefit LLC owned by a perpetual purpose trust.

Laurent Harrison is a Series 65-licensed financial advisor with Bell Investment Advisors Inc in Orinda, CA, where he has worked since 2010 and has 15 years of industry experience. He serves as Chairman of the Board of Advisors for Software Next Door, Inc., providing business strategy and planning advice to the company’s senior management. Bell Investment Advisors is an SEC-registered firm offering discretionary portfolio management and fee-based financial planning to individual and high-net-worth clients. The firm customizes investment recommendations based on client-specific factors and provides ongoing account monitoring while incorporating market and economic research.

Jason Saxon is a financial advisor with Private Wealth Partners, LLC, holding Series 63 and Series 65 licenses. He has been with the firm since 2005. Private Wealth Partners provides discretionary portfolio management and financial planning for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts and estates, and corporations. The firm manages approximately $1.92 billion in client assets and employs diversified strategies across equities, ETFs, fixed income, structured notes, private credit, and select covered-call option programs.

Andrew Taylor is a financial advisor with The Putney Financial Group LLC in San Rafael, CA. He holds a Series 66 designation and has 12 years of industry experience. His prior work includes roles at Arete Wealth Management and Portsmouth Financial. The Putney Financial Group provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm employs a comprehensive investment process that incorporates fundamental, quantitative, qualitative, and cyclical analysis, with an emphasis on asset allocation across various securities.