Mark Bourguignon is the sole advisor at Proprietor Wealth Management Inc. in Larkspur, CA. He holds a Series 65 designation and has nine years of industry experience, having led Proprietor Wealth Management since 2015. Proprietor Wealth Management provides discretionary investment management and financial planning to individuals, trusts, estates, and occasionally institutional investors, with a focus on high-net-worth clients. The firm employs an evidence-based, long-term investment approach grounded in Modern Portfolio Theory, offering globally diversified portfolios with factor tilts and tax-efficient rebalancing, along with access to institutional share classes and private fund opportunities.

Bomdad Nouredini is the sole advisor at BBN Management, LLC in San Francisco, holding a Series 65 credential with 17 years of industry experience. He has led BBN Management since 2008. In addition to his advisory role, Nouredini consults on outsourced financial modeling, forecasting, and analysis for operating companies and investment firms. BBN Management provides discretionary portfolio management primarily to individual and trust clients through separately managed accounts and operates a proprietary private pooled investment vehicle for accredited investors. The firm focuses on capital appreciation through fundamental research, investing in publicly traded securities with strategies that include concentrated positions, hedging, short-selling, and selective use of leverage, distinguishing it from many independent advisory firms.

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.

Monroe Wealth Management is a financial planning firm that specializes with tech employees and business owners. Services include: IPO Event Planning (Pre and Post IPO) Public and Private Equity Compensation ISO, NSO, RSU, RSA, ESPP, etc. Concentrated Stock Strategies Cash Flow Optimization Real Estate Investing Tax Mitigation Strategies Retirement Planning College and Education Planning Family Planning Philanthropy Behavioral Finance and Financial Wellness Coaching Investment Management

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.

Kenneth Winn is a financial advisor with Dunhill & Company, LLC in San Francisco, CA, holding Series 65 and Series 66 licenses and 21 years of industry experience. He has worked at Emerson Equity LLC, US Capital Global Securities, and Laidlaw and Company before his current role at Dunhill & Company. Dunhill & Company is an independent registered investment adviser that offers discretionary portfolio management, financial planning, and consulting for individuals, high-net-worth clients, corporations, and businesses. The firm uses tailored model portfolios and third-party managers, employing fundamental and technical analysis alongside modern portfolio theory, with an investment approach that includes alternative assets and real estate-related services.

Malcolm Greenhill is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Sterling Futures since 2006. He is also the principal and 100% owner of Sterling Futures Insurance & Financial Services, where he dedicates part of his time to insurance sales. Sterling Futures advises individuals, pension plans, and corporate clients, offering portfolio supervision, financial and retirement planning, estate planning, employee benefits consulting, and pension consulting. The firm combines third-party model allocations with direct selection of securities and employs automated quarterly rebalancing, with most client assets custodied and traded through SEI.

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.

Aaron Hattenbach is a CFP® certified financial advisor with 13 years of industry experience. He is the principal at Rapport Financial, LLC, an independent firm he has led since 2016. Prior to founding Rapport Financial, he worked at Emerson Equity LLC, Bank of America, and Merrill. He is also licensed as an insurance agent with Synchronize to assist clients with life, disability, and long-term insurance planning. Rapport Financial provides comprehensive financial planning and wealth management services to individuals, families, trusts, charitable organizations, and retirement and pension plans, with a particular focus on doctors and business owners. The firm combines passive and fundamental portfolio management within a modern-portfolio framework and offers access to private alternative investments and institutional plan consulting.

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.

Roman Polnar is a financial advisor at Pillar6 Advisors, LLC in San Francisco, CA, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pillar6 Advisors since 2010. Additionally, he is a licensed insurance agent in California. Pillar6 Advisors provides portfolio management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm employs both fundamental and technical analysis, offering tailored investment strategies and regular portfolio monitoring on a discretionary or non-discretionary basis.

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.