Holzberg Wealth Management is a family-owned and operated financial planning and investment management firm based in Marin County, CA. As your financial advisors, we serve you as a fiduciary and are fee-only, so we never receive commissions of any kind. We help individuals and families like you in the greater San Francisco Bay Area and virtually nationwide with the financial decision-making process to organize, grow, and protect your assets. Marcus is a CERTIFIED FINANCIAL PLANNER™ at Holzberg Wealth Management. Before joining the firm, Marcus worked for the private equity and consulting firm AlphaSights in downtown San Francisco. From there, he moved to Manhattan, working in the entertainment industry for Sloss Eckhouse Dasti Haynes LawCo and Cinetic Media. During his time at the firms, he worked across both companies in various advisory capacities, including business and legal affairs, financing, corporate consulting, brand relations, and more.

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.

Eric Strong is a Certified Financial Planner® with 22 years of industry experience. He has worked at Miller Avenue Advisors LLC since 2021 and previously spent 10 years at Brighton Jones, LLC. Miller Avenue Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, and plan sponsors. The firm also offers private placement investment services and limited-scope fiduciary services for workplace retirement plans, managing portfolios based on clients’ goals, time horizons, and risk tolerances.

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.

Daniel Brown is a financial advisor at Miles Brown Asset Management with 20 years of industry experience. He holds a Series 66 designation and has been with the firm since 2016. In addition to his advisory role, he provides part-time tax preparation and planning services. Miles Brown Asset Management offers fee-only, fiduciary advisory services to individuals, families, trusts, and retirement plans. The firm manages client assets using individual securities, mutual funds, ETFs, and options, and also features a proprietary automated ETF-only platform for smaller accounts.

Marjan Soleimanieh is a financial advisor at Marin Wealth Advisors LLC with one year of industry experience. She previously worked at Gosho Financial Group and operated as a sole proprietor before joining Marin Wealth Advisors. Outside of her advisory role, she is involved in operations at Westfab Manufacturing, a sheet-metal manufacturing business. Marin Wealth Advisors LLC provides investment management and financial planning services to individuals, families, trusts, estates, corporations, non-profits, and retirement plans. The firm uses a strategic asset allocation approach combined with individual stock and bond selection, focusing on global diversification and personalized investment policy statements.

Marck Zuehlsdorff is a financial advisor with AllPoint Financial Group in Napa, CA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones and Bank of Marin. He provides investment advisory services through AllPoint Financial Group, an independent registered investment advisor. AllPoint Financial Group is a four-advisor team managing approximately $84 million across diverse client types, including individuals, pension plans, and charitable organizations. The firm offers discretionary asset management and financial planning, tailoring portfolios using fundamental, technical, and cyclical analysis with ongoing supervision and quarterly reviews.

Michael Zaidlin is the principal advisor at Madrone Investment Advisory, LLC in San Rafael, CA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has operated Madrone Investment Advisory since 2009 and concurrently maintains a law practice under the Law Offices of Michael H. Zaidlin since 2006. Madrone Investment Advisory serves individual investors, retirement plans, trusts, estates, and charitable organizations by providing direct asset management on a primarily non-discretionary basis. The firm emphasizes client-approved, evidence-based, low-cost investment strategies and offers discretionary ERISA 3(38) investment management for qualified retirement plans.

Brian Hogan is a financial advisor at Stonebridge Capital Management NW, LLC with 22 years of industry experience. He has been with Stonebridge since 2009 and holds Series 63 and Series 66 designations. Stonebridge Capital Management NW, LLC provides discretionary portfolio management and investment supervisory services to individuals, high net worth clients, charitable institutions, foundations, and endowments. The firm customizes investment allocations using a three-part framework of Core, Alpha, and Alternatives strategies to diversify and manage volatility, and emphasizes professional judgment alongside model inputs in its management approach.

Emma Cockerton is a Series 65-licensed advisor with Florin Pensions LLC, based in San Francisco, CA. She has 12 years of industry experience and has been with Florin Pensions since 2012. Florin Pensions LLC specializes in pension consultancy and investment advice for UK expatriates and other nationals residing in the United States who have UK-based pension plans. The firm provides written pension reviews, transfer assessments, and recommendations for pension trustees and investment managers, focusing on UK/EU pension arrangements rather than general portfolio management.

Kelly Kane is a CFP® and ChFC® with 26 years of industry experience, currently serving at Broadwing Capital Advisors, Inc. since 2003. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a member of the advisory board and a limited partner of LA Ballena Mexico Partners, LLC, where she provides business advice to general partners. Broadwing Capital Advisors offers discretionary portfolio management and financial planning for individuals, families, and trusts, along with non-discretionary investment advice to employer-sponsored retirement plans. The firm manages model portfolios focused on low-cost ETFs and dividend-paying stocks, using fundamental screening and third-party research to guide investment decisions.

Wesley Mc Bride is a CFP® professional with one year of industry experience at The McBride Group. He has been associated with The McBride Group since 2015 and also has a long-term career with The Permanente Medical Group. The McBride Group serves individuals, trusts, pension and profit-sharing plans, and financial institutions by offering investment management, financial planning, adviser selection and oversight, and institutional consulting. The firm primarily employs a non-discretionary management style and combines fundamental and cyclical analysis with modern portfolio theory and periodic rebalancing.

Alexander Boeri is a CFP®-certified financial advisor with seven years of industry experience. He currently works at Miller Avenue Advisors LLC, where he has been since 2021. Prior to that, he held roles at Fiduciary Financial Group and Brighton Jones LLC. Miller Avenue Advisors serves individual and high-net-worth clients, small business owners, and qualified retirement plans, offering discretionary asset management, ongoing financial planning, and limited ERISA 3(21) fiduciary services. The firm also facilitates private placement investments for qualified clients and manages portfolios tailored to client goals with quarterly monitoring and integrated reporting.

Glen Calkins is a financial advisor at Ketron Financial LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at Western International Securities, Inc. since 2016 before joining Ketron Financial in 2024. Ketron Financial serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans and charitable organizations. The firm employs a long-term trading approach that combines fundamental analysis, modern portfolio theory, and quantitative methods, offering diversified investment options and discretionary portfolio management.

Konrad Kuciej is a financial advisor at Lava Creek Capital Management, LLC with 21 years of industry experience. He has been with Lava Creek since 2012. He holds Series 63 and Series 65 designations. Lava Creek Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, trusts, retirement plans, donor-advised funds, and certain business entities. The firm employs an active mid-cap value strategy with concentrated portfolios and utilizes options and other derivatives as part of its investment approach.

Adam Schneiberg is a financial advisor with Shepherd Street Advisors, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Shepherd Street Advisors since 2019 and previously at Jacobs & Company, LLC from 2014 to 2019. Shepherd Street Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, foundations, and charitable organizations. The firm employs a long-term, core-plus-satellite investment approach, combining fundamental, technical, and charting analysis, and offers educational seminars on personal finance and investing.

Dana Schmidt is a financial advisor at Wulff, Hansen & Co. with 37 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Wulff, Hansen & Co., she worked at Jordan Park Group LLC and LOYAL3 Securities Inc. Schmidt also provides occasional compliance consulting for broker-dealers or RIAs with firm approval. Wulff Capital Management, the investment-advisory division of Wulff, Hansen & Co., offers discretionary portfolio management and limited investment consultation to individuals, pension plans, trusts, estates, and charitable institutions. The firm focuses on customized portfolios of liquid publicly traded securities using fundamental and cyclical analysis with a long-term holding approach.

Bradley Scott is a financial advisor at AllPoint Financial Group with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at SLR Asset Management and LPL Financial. In addition to his advisory role, he is involved in tax preparation and accounting services through AllPoint Tax Services. AllPoint Financial Group is a team of four advisors 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, using a tailored investment approach that combines fundamental, technical, and cyclical analysis with a variety of strategies and regular portfolio reviews.