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.

Wenjing He is a financial advisor at Wen Capital Advisory Group, Inc. with 17 years of industry experience. She holds a Series 66 designation and has led her independent firm since 2012. Outside of advisory services, she is also a licensed insurance agent. Wen Capital Advisory Group serves individuals, high-net-worth clients, charities, corporations, and pension or profit-sharing plans by providing financial planning and portfolio management. The firm emphasizes customized asset allocation and fundamental analysis, offering both direct management and co-adviser arrangements, and incorporates nontraditional investments and insurance products in its client programs.

Farzad Khoshnoodi is a financial advisor at Stryker Financial with 21 years of industry experience and holds a Series 66 designation. His career includes over two decades working with various insurance carriers alongside his roles at Stryker Financial. In addition to advisory work, he sells health insurance products for multiple companies. Stryker Financial offers portfolio management services to individuals, high-net-worth clients, and employer-sponsored retirement plans, including 401(k) and 529 college savings accounts. The firm focuses on fundamental analysis and long-term planning tailored to client risk tolerance, providing both discretionary and non-discretionary management with regular communication and annual reviews.

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.

Jeffrey Kamys is a Series 65-licensed advisor with five years of industry experience. He is the principal of Inherent Wealth Fund, LLC in San Francisco and has previously worked at Baseline Investments. Outside of financial advising, he owns and operates a design and branding business, Inherent, Inc. Inherent Wealth Fund provides discretionary portfolio management and investment advisory services primarily to individuals, high-net-worth individuals, and business entities. The firm focuses on equities and exchange-traded funds, utilizing both fundamental and technical analysis with varied trading strategies implemented under discretionary authority.

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.

Edward Chin is the sole advisor at Rising Capital Inc. in Mill Valley, CA, holding a Series 63 designation with 23 years of industry experience. He has been with Rising Capital since 1998. Rising Capital provides discretionary investment management and financial planning services to high-net-worth individuals and institutional clients, using a primarily long-term investment approach supplemented by fundamental, technical, and cyclical analysis. The firm manages portfolios with ongoing personal client contact and periodic reviews, and participates on an institutional custody platform to access advanced technology and services.

William Promes Jr. is a financial advisor at Austin Creek Capital, LLC in Mill Valley, CA, holding a Series 65 designation with five years of industry experience. He worked at Charles Schwab and Co., Inc. for 19 years before founding Austin Creek Capital, where he has been advising clients since 2019. Austin Creek Capital provides investment management and financial planning to individuals, high-net-worth clients, and businesses. The firm uses a Modern Portfolio Theory-based approach, primarily employing passive investment strategies to build diversified portfolios tailored to client objectives and risk tolerance, and it offers integrated planning services including business planning and employee benefits optimization.

Christopher Mckeon is the sole advisor at Oakvale Investments Inc., an independent firm based in Fairfax, CA. He holds 30 years of industry experience, having led Oakvale since its founding in 1995. Oakvale Investments is a fee-only registered investment adviser providing discretionary portfolio management for individuals, trusts, and retirement accounts. The firm employs a long-term, bottom-up value investment approach focused on companies with strong cash flow, solid balance sheets, and turnaround potential, managing roughly $73.8 million across about 30 clients.

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.

Craig Reisfield is the sole advisor at Ridley Asset Management, LLC in Tiburon, CA, with 19 years of experience. He holds Series 63 and Series 65 registrations and has been Co-President of Harriet Brown & Company, Inc., a non-investment licensing business operated by his family, since 1992. Ridley Asset Management provides independent investment advisory and portfolio management services to individuals, high net worth clients, families, retirement and pension accounts, trusts, and foundations. The firm employs a multi-asset allocation strategy emphasizing exchange-traded funds, exchange-traded notes, and index-linked securities to pursue tax-efficient, equity-like returns with lower volatility.

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.

Shahram Tajback is a CFA® charterholder with 23 years of industry experience. He has been with Mathematica Capital Management, LLC since 2002 and serves as its sole advisor. Outside of his advisory work, he manages Tajback & Sons LLC, a business involved in leasing an office building. Mathematica Capital Management provides investment advisory services to a select group of high-net-worth individuals, trusts, businesses, and institutional clients. The firm employs a quantitative, model-driven approach focused on short-term trading of highly liquid equities and ETFs, managing both a private pooled vehicle and separately managed accounts.

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.

Paolo Bernardi is a financial advisor at Paolo Bernardi Advisor, an independent registered investment advisory firm. He holds a Series 65 designation and has three years of industry experience. Prior to founding his firm, he worked at Selezioni Inc for nine years and VinUS Inc for thirteen years. Paolo Bernardi Advisor serves individuals, high-net-worth clients, trusts, estates, and business entities with portfolio management and financial planning services. The firm emphasizes a long-term, fundamentals-driven investment approach supported by macro analysis and selective technical tools, managing client accounts on a non-discretionary basis and providing regular research communications including quarterly reports and weekly email bulletins.

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.

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® with 10 years of industry experience, currently serving at Harborlight Investments, LLC since 2017. Prior to this, he worked at Wynn Capital Management from 2015 to 2016. Harborlight Investments serves individual investors, pension and profit-sharing plans, charitable organizations, and privately held businesses, offering discretionary portfolio management, automated advisory programs, and financial consulting. The firm combines human management with automated model portfolios and employs both long- and short-term trading strategies, with a focus on ETFs and no-load mutual funds.

Shannon Lemon is a CFP® professional with 13 years of experience in financial advising. She has been with Elmwood Wealth Management since 2012. Elmwood Wealth Management is a fee-based, SEC-registered advisory firm that serves individuals, trusts, estates, donor-advised funds, and retirement plans. The firm offers discretionary and non-discretionary portfolio management combined with financial planning, employing a total-return, long-term investment approach through actively managed and ETF-based service models.

Peter Kriss is a financial advisor at Macroclimate LLC with four years of industry experience. He holds a Series 65 designation and has held roles at Geofinancial Analytics, Inc., Qventus, Inc., and Medallia. Outside of advising, Kriss serves as an advisor to Qventus, Inc., helping design analytics products for hospital clients, and is a part owner and board chair of Geofinancial Analytics Canada Corp., a data provider focused on advancing the clean energy transition. Macroclimate provides discretionary investment management and portfolio construction services to individuals, families, donor-advised funds, and nonprofit organizations. The firm employs a long-term, low-cost, passive and factor-based investment approach with an environment-focused ESG strategy, managing approximately $210 million across fewer than 40 client relationships.