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.

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.

Kelly Jones is the sole advisor at Kelly Jones Investment Services, Inc., an independent firm based in San Rafael, CA. Holding a Series 66 designation, Jones has 20 years of industry experience and has led the firm since 2007. Kelly Jones Investment Services provides personalized financial planning and discretionary portfolio management to individuals and a range of institutional and corporate clients. The firm employs a core-and-satellite investment approach, combining strategic asset allocation with tactical satellite allocations, and incorporates derivatives strategies such as covered call writing and cash-secured puts to generate income and manage risk.

Guy Woolley is the sole advisor at Freedom Capital Management, Inc., an independent firm based in Mill Valley, CA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including 20 years managing assets at Freedom Capital Management. He is also a licensed insurance agent for occasional client needs. Freedom Capital Management serves individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm provides ongoing portfolio management, financial and retirement planning, and tax-aware investing, using a long-term, diversified asset-allocation approach with tactical adjustments based on fundamental, technical, and quantitative analysis.

Domenica Stokes is a financial advisor at JPC Wealth Management, Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at Curran & Lewis Investment Management, Inc. for five years and Bryan Cave Leighton Paisner LLP for five years. JPC Wealth Management primarily serves individual clients and manages approximately $312.7 million in discretionary assets. The firm offers goals-based financial planning and discretionary portfolio management, using a broadly diversified, multi-asset-class approach with an emphasis on passive asset allocation.

Rania Ghawi is a CFP®-certified financial advisor at Clarity Wealth Partners with two years of industry experience. She has previously worked at Beacon Pointe Advisors, Waypoint Wealth Partners, and Larkspur Financial Advisors. Clarity Wealth Partners is a fee-only registered investment adviser that serves individual and high-net-worth clients through wealth management, portfolio supervision, and comprehensive financial planning. The firm combines passive and active investment strategies, offers socially responsible options, and provides educational seminars and project-based planning.

Christopher Sheehy is a CFP® professional with 11 years of experience in the financial advisory industry. He has worked at Harborlight Investments, LLC since 2017 and previously spent a year with Wynn Capital Management. HarborLight Investments serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides discretionary portfolio management, automated web-based services, financial planning, and consulting, utilizing a range of analytic methods and offering strategies that include margin and derivatives in separately managed accounts.

Christopher Dobson is a CFP® with 30 years of experience in financial advising, currently serving as the principal at Dobson Asset Management since 1994. He holds a Series 63 license and manages family investments through Dobson Land Management, LLC, where he acts as managing member. Dobson Asset Management is a fee-only investment management firm that serves individuals nearing or in retirement as well as small business pension trusts. The firm employs diversified portfolios with an emphasis on third-party money managers, mutual funds, ETFs, and separate account managers, offering both discretionary and non-discretionary investment management along with financial consulting.

Daniel Sinton is a financial advisor at Rational Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rational Investment Management since 2012. Rational Investment Management provides discretionary investment supervisory services primarily to individual and high-net-worth clients, focusing on tailored Investment Policy Statements and an investment approach that utilizes institutional asset-class mutual funds and ETFs. The firm manages approximately $351 million in discretionary assets for about 94 clients and serves a range of institutional clients uncommon for firms of its size.

Julie Annett is a financial advisor at Asti Financial Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Asti Financial Management since 2005. In addition to her advisory role, she is a licensed Health and Life Agent in California. Asti Financial Management is a small, state-registered advisory firm serving individuals, families, and small businesses, including high-net-worth clients. The firm offers comprehensive and hourly financial planning, developing investment strategies that include both active and passive vehicles, while clients implement recommendations through brokers or third-party managers.

Brian Proses is a CFP® professional affiliated with Rational Investment Management, LLC in Mill Valley, CA, with 12 years of industry experience. He has owned and operated Charles W. Proses Accountancy Corporation since 2002, providing accountancy services as a CPA. Rational Investment Management offers discretionary investment supervisory services primarily to individual and high-net-worth clients, managing approximately $402.6 million. The firm also serves select non-retail entities and implements client-specific investment plans mainly using institutional mutual funds and ETFs.

Benjamin Wilson is a financial advisor at Wilson & Boucher Capital Management, LLC with 24 years of industry experience. He has been with the firm since 2005 and holds a Series 65 credential. Outside of his advisory role, he maintains a reserve law-enforcement position and serves as an officer for a small technology start-up. Wilson & Boucher Capital Management primarily serves individual clients, including high-net-worth individuals, as well as trusts and pension plans. The firm manages discretionary portfolios tailored to client-specific risk tolerances and investment objectives, with a focus on fixed-income risk management and documented exposure to digital assets.

Mark Pingree is a CFP® professional with 11 years of experience in financial advising. He has been with Fog City Advisors, LLC since 2017 and previously worked at Carlson Financial Advisors for one year. Fog City Advisors is a fee-only firm offering holistic financial planning and investment management to individuals, families, trusts, non-profits, and business entities. The firm uses a long-term, strategic asset allocation approach based on Modern Portfolio Theory, employing broadly diversified, low-cost funds with discretionary trading authority to implement agreed investment policies.

Eric Ziegler is a CFP® professional with 18 years of industry experience, currently serving as a principal at Hutchinson & Ziegler Financial Advisors, Inc. He has been with the firm and its predecessor since 2007. Hutchinson & Ziegler Financial Advisors is an independent firm managing approximately $235 million in client assets for individuals, families, trusts, retirement plans, and charitable institutions. The firm emphasizes discretionary management of broadly diversified, tax-efficient portfolios primarily composed of low-cost mutual funds and ETFs, with ongoing supervision and periodic rebalancing.

James McBride is a CFP® with 29 years of industry experience and is a principal at The McBride Group, where he has worked since 2009. He previously served at Community First Credit Union from 2015 to 2017. The McBride Group provides investment management, financial planning, third-party adviser selection, and institutional consulting services to individuals, trusts, pension and profit-sharing plans, and financial institutions. The firm is notable for its emphasis on non-discretionary portfolio management and its institutional consulting practice, serving approximately 105 client relationships with $76 million in assets under management.

Samuel Dobson is a financial advisor at Dobson Asset Management in Petaluma, CA, holding a Series 65 designation with seven years of industry experience. He has been with Dobson Asset Management since 2015. Dobson Asset Management is a fee-only investment management firm that primarily serves individuals near or in retirement and small business pension trusts. The firm offers retirement planning, portfolio design, and ongoing management with an emphasis on diversified portfolios using third-party managers and a mix of mutual funds, ETFs, and individual securities, managing approximately $218 million for 158 clients.

Robert Hunter Jr. is a financial advisor with Marin Wealth Advisors LLC in San Rafael, CA, holding a Series 63 designation and 26 years of industry experience. He has been with Marin Wealth Advisors since 2004. Marin Wealth Advisors serves individuals, families, trusts, estates, corporations, non-profits, and retirement plans, managing approximately $76 million across about 94 client relationships. The firm offers discretionary and non-discretionary investment management along with project-based and comprehensive financial planning, focusing on strategic asset allocation combined with individual stock and bond selection in globally diversified portfolios.

Brian Monske is a financial advisor with AllPoint Financial Group in Petaluma, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at AllPoint Financial Group since 2021, previously spending six years with SLR Asset Management and over a decade with LPL Financial. Monske serves as treasurer on the board of the Napa Rifle and Pistol Club. 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 advanced family office services, employing a mix of fundamental, technical, and cyclical analysis to tailor portfolios that include various public and private securities.

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.