Katherine Mc Gee is a financial advisor at Shepherd Street Advisors with two years of industry experience. She holds a Series 65 designation and previously worked at Wells Fargo for 15 years. Shepherd Street Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, and charitable organizations. The firm uses a combination of fundamental, technical, and charting analysis to build portfolios from individual equities, mutual funds, ETFs, bonds, and options, and is noted for its use of derivatives and participant account management through third-party platforms.

George Craig is a financial advisor at Alders Financial Solutions in Novato, CA, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Scottrade, Inc. for 15 years and LPL Financial for 8 years. Craig operates Alders Financial Solutions as an independent registered investment advisor. Alders Financial Solutions provides financial planning and pension consulting services primarily to high-net-worth individuals and related entities. The firm follows a planning-centered process focusing on comprehensive financial analysis and strategy recommendations without discretionary asset management.

Frank Bruno is a CFP® professional with 37 years of experience in the financial industry. He is affiliated with LPL Financial and has operated Alders Financial Solutions since 2014. Bruno holds the Series 63 designation and is based in Novato, CA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of delivery options supported by an in-house Research team and combines large-scale advisory operations with various non-advisory financial products.

Heidi Morshead is a financial advisor at Shira Ridge Wealth Management in San Rafael, CA, with 18 years of industry experience. She holds a Series 63 designation and has been with Shira Ridge since 2012. Outside of her advisory role, she is involved in a consulting business related to real estate. Shira Ridge Wealth Management serves individual and high-net-worth clients, as well as small business owners, managing approximately $323 million in discretionary assets. The firm focuses on portfolio management, comprehensive financial planning, and coordinating separate managed accounts, emphasizing diversification, tax-aware strategies, and regular portfolio reviews.

Scott Chapman is the principal advisor at Chapman Investment Management, LLC in San Anselmo, CA. He holds the CFA® designation and has 29 years of industry experience, including 16 years at TRAN Capital Management, L.P., prior to founding his current firm in 2013. Chapman Investment Management provides discretionary portfolio management through separately managed accounts for individuals, trusts, estates, and select institutional clients. The firm employs a long-term, multi-cap investment approach focused on fundamental research and valuation discipline, managing roughly $200 million for about 62 clients with a relatively concentrated, long-only portfolio.

Heather Hutchinson is a CFP® certificant with 21 years of industry experience. She has been a principal at Hutchinson & Ziegler Financial Advisors, Inc. since 2007. Outside of her advisory role, she leads a weekly dance fitness class as an instructor for Marin SHiNE. Hutchinson & Ziegler Financial Advisors, Inc. serves individuals, families, trusts, corporate pension and profit-sharing plans, and charitable institutions by providing discretionary investment management and financial planning. The firm focuses on asset-allocation-driven, long-term portfolios using primarily no-load, low-cost mutual funds and ETFs, with an emphasis on tax efficiency and customized client solutions.

Mary Robbins is a financial advisor at Five Mile River Investment Management, LLC with seven years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at Fifth Third Wealth Advisors and Brannan Management Company prior to joining her current firm. Outside of her advisory role, she is the sole member and agent of Spalding Endurance LLC, an athletic coaching and sponsorship business focused on equestrian activities. Five Mile River Investment Management is a family-founded adviser providing discretionary portfolio management to high-net-worth individuals, family trusts, and retirement accounts. The firm employs a long-term, bottom-up, value-oriented investment process emphasizing fundamental research and concentrated equity portfolios tailored to client-specific investment policies.

Kian Nobari is the sole advisor at Integrous, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has led Integrous since 2010 and is also the owner of Netaria, Inc., an IT sales and consulting firm. Nobari serves as president, CFO, and secretary of the Far West Roundup nonprofit, is secretary of the San Francisco chapter of the Financial Planning Association, advises and mentors at the Cleantech Open, and teaches financial planning and business development as an adjunct professor at Golden Gate University. Integrous offers fee-based investment advisory, financial planning, and pension consulting services to individuals, business owners, corporate executives, and various entities. The firm’s approach centers on customized investment policy statements, asset allocation modeling, and third-party manager selection, typically operating on a non-discretionary basis, and it also provides accounting, bookkeeping, and tax preparation services alongside its advisory work.

Tuvshinjargal Odeh is a financial advisor at Shira Ridge Wealth Management with two years of industry experience. She holds the Series 66 designation and has worked previously at firms including EQIS Capital Management and LPL Financial. Shira Ridge Wealth Management serves individual and high-net-worth clients, as well as small business owners, managing approximately $323 million in discretionary assets. The firm provides portfolio management, comprehensive financial planning, and consulting, emphasizing diversification, tax-aware implementation, and quarterly portfolio reviews.

Tanya Steinhofer is a CFP® and CFA® credentialed advisor with 19 years of industry experience. She has been with Redwood Grove Wealth Management since 2009. The firm serves individuals and families, providing discretionary asset management and comprehensive financial planning. Redwood Grove Wealth Management emphasizes long-term, tax-efficient, low-cost strategies focused on diversification and Modern Portfolio Theory, primarily using index mutual funds and ETFs.

Matthew Kalabokes is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with FPC Investment Advisory, Inc., where he has worked since 2023. His prior experience includes roles at Mariner Wealth Advisors and Private Wealth Partners. FPC Investment Advisory provides discretionary investment management, financial planning, consulting, and income tax preparation to individuals, high-net-worth families, trusts, estates, corporations, and charitable organizations. The firm employs a cyclical tactile asset allocation approach, using mainly no-load mutual funds and ETFs, and manages approximately $364.6 million in discretionary assets across about 162 clients.

Lauren Patterson is a CFP® professional with 15 years of experience in the financial services industry. She currently works with Alders Financial Solutions and LPL Financial and has held prior roles at Financial Connections Group, Polaris Wealth Advisory Group, Titus Wealth Management, and Cetera Wealth Services. Patterson provides administrative services through Alders Financial Solutions, an independent registered investment advisor. Alders Financial Solutions is a state-registered financial planning firm that serves high-net-worth individuals, trusts, estates, and retirement accounts. The firm focuses on comprehensive financial planning and pension consulting without managing client assets or taking discretionary authority, offering clients implementable recommendations delivered through written plans and periodic reviews.

Richard Mordesovich is a financial advisor at Sonoma Private Wealth LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Baker Avenue Asset Management and Silicon Private Wealth, LLC. He manages a donor-advised charitable fund in addition to his advisory role. Sonoma Private Wealth LLC provides portfolio management, financial planning, and family office services to individuals, high-net-worth clients, and charitable organizations. The firm employs model portfolios and sub-advisers, incorporating ESG considerations through HIP Investor’s ratings in its investment process.

Gustave Ozag is a Certified Financial Planner® (CFP®) and Chartered Financial Consultant® (ChFC®) with 17 years of industry experience. He has been with WestEnd Capital Management, LLC since 2002 and also works as an independent insurance agent with Financial Systems, offering life, health, and disability insurance. He serves as WestEnd's Chief Financial Planning Officer. WestEnd Capital Management provides discretionary portfolio management to accredited investors, individuals, and trusts through a private fund and separately managed accounts. The firm employs a long/short, opportunistic equity strategy with the use of hedging, leverage, and derivatives, offering tailored investment mandates and optional financial planning services.

Tyler Schalch is a CFP® professional with nine years of industry experience, currently serving as an advisor at FPC Investment Advisory, Inc. in Petaluma, California. He has been with FPC Investment Advisory since 2015. FPC Investment Advisory offers discretionary investment management, financial planning, consulting, and income tax preparation to individuals, high-net-worth families, trusts, estates, corporations, and charitable organizations. The firm employs a “cyclical tactile asset allocation” approach focused on global economic analysis and utilizes no-load mutual funds and ETFs, managing approximately $364.6 million in discretionary assets for about 162 clients.

Christopher Charles is a financial advisor with Wulff, Hansen & Co. in San Rafael, CA, holding 46 years of industry experience. He has worked at Wulff, Hansen & Co. since 1979 and also has experience with McClurg Capital Corporation and C.A. Botzum & Co. Charles serves as CEO and CCO of his firm’s broker/dealer, RIA, and municipal advisory businesses, where he supervises and manages portfolios. Wulff Capital Management, the investment advisory division of Wulff, Hansen & Co., provides discretionary portfolio management and limited investment consultation to individuals, retirement plans, trusts, and charitable institutions. The firm focuses on customized portfolios of publicly traded securities using fundamental and cyclical analysis with a long-term holding approach and offers municipal advisory services alongside retail brokerage activities.

Brian Eisenbarth is a CFA® charterholder with 24 years of industry experience. He has been with Lava Creek Capital Management, LLC since 2012. The firm provides discretionary portfolio management for individuals, high-net-worth clients, trusts, retirement plans, donor-advised funds, and certain business entities. Lava Creek Capital Management implements an active mid-cap value investment approach with a focus on concentrated portfolios and the selective use of options and derivatives within separately managed accounts.

Peter Tennyson is a CFP® with 12 years of industry experience, currently serving as an advisor at North Bay Wealth Management since 2016. He holds the Series 65 designation and is based in Petaluma, CA. Outside of his advisory role, he is a part owner and serves as CFO, Treasurer, and Secretary of American Hunt, Inc., a startup focused on listing outdoor activities available for daily rental. North Bay Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management and written financial plans, tailoring recommendations to clients' objectives, time horizons, and risk tolerance.

Ernest Renner is a financial advisor with AllPoint Financial Group, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at SLR Asset Management and LPL Financial. Outside of advising, he is the owner of Hey Buddy Software, a business focused on creating mobile gaming apps for iPhone. AllPoint Financial Group is a four-advisor team managing approximately $84 million for individuals, pension plans, charitable organizations, trusts, and estates. The firm offers discretionary asset management, financial planning, and family office services, employing a combination of fundamental, technical, and cyclical analysis with a focus on continuous portfolio supervision and tailored investment strategies.

Jeremiah Anzelc is a financial advisor at North Bay Wealth Management with a Series 65 designation and two years of industry experience. Prior to joining the firm, he spent 13 years at Restaurant365, where he provided restaurant software consulting, assisting clients with data issues and software setup such as inventory and invoicing. North Bay Wealth Management offers discretionary portfolio management, integrated financial planning, and pension consulting for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes asset allocation combined with fundamental, quantitative, and qualitative analysis to manage portfolios using a variety of investment vehicles.