James Fitzmaurice is a financial advisor with Marin Bay Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He has been with Marin Bay Wealth Advisors since 2017. Marin Bay Wealth Advisors provides asset management and investment consulting primarily to high net worth individuals, trusts, estates, and charitable organizations. The firm employs a multi-faceted investment approach incorporating fundamental, technical, quantitative, and sector analysis, along with qualitative judgment and third-party manager due diligence.

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.

Aaron Leone is a financial advisor with Baker Street Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Baker Street Asset Management since 2018 and previously spent nine years at Raymond James Financial Services Advisors Inc. Outside of his advisory role, he owns and manages rental properties. Baker Street Asset Management provides discretionary portfolio management and financial planning to individuals, institutions, corporations, registered investment advisors, and retirement plans. The firm uses a combination of research and quantitative analysis with fundamental, technical, and cyclical methods to guide asset allocation and security selection, managing portfolios that may include equities, fixed income, mutual funds, ETFs, and more active strategies.

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.

Eric Ziegler is a CFP® professional with 17 years of experience in financial advisory services. He has been with Hutchinson & Ziegler Financial Advisors, Inc. since 2007, where he is one of two advisors at the firm. Hutchinson & Ziegler Financial Advisors serves individuals, high-net-worth clients, families, trusts, corporate pension and profit-sharing plans, and charitable institutions with discretionary investment management and financial planning. The firm focuses on asset allocation using primarily no-load, low-cost mutual funds and ETFs, tailoring portfolios to clients’ risk tolerance, time horizon, liquidity needs, and tax situations.

William Browne is a financial advisor at Monetary Management Corporation with 24 years of industry experience. He holds a Series 66 designation and has been with Monetary Management Corp. since 1984. Monetary Management Corporation provides discretionary portfolio management primarily for individual investors, including IRAs, trusts, family limited partnerships, and foundations, with a focus on equities. The firm uses proprietary, earnings-based stock selection formulas and employs strategies such as Multi Cap Earnings Growth and Market Neutral, incorporating short positions and options for hedging and market-neutral approaches.

Anita Chan is a financial advisor at Garhwal, Chan & Williams Inc. with 23 years of industry experience. She holds a Series 65 credential and is a co-founder and partner of a certified public accounting firm that provides business management, consulting, accounting, estate planning, and tax preparation services. Ms. Chan also co-founded Garhwal, Chan & Williams Family Office. Garhwal, Chan & Williams serves a small, primarily high-net-worth client base, including individuals, trusts, closely held businesses, and certain ERISA plans. The firm’s investment approach focuses on long-term, asset-class investing through broadly diversified passive exposures, avoiding active market timing or frequent trading, and has a notable affiliation with a CPA practice that offers complementary tax and estate planning services.

Declan Wolfe is a financial advisor at Abra Capital Management, LP with one year of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and First Republic Bank. Abra Capital Management, LP provides portfolio management and advisory services focused on Digital Assets to individuals, trusts, family offices, and institutions through separately managed accounts and pooled investment vehicles. The firm’s investment approach includes yield-generating strategies such as staking, lending via decentralized applications, and automated market-making, with attention to protocol and counterparty risks.

Robert Hunter Jr. is a financial advisor with Marin Wealth Advisors LLC in San Rafael, CA, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Marin Wealth Advisors since 2004. Marin Wealth Advisors provides investment management and financial planning to individuals, families, trusts, estates, corporations, non-profits, and retirement plans on a fee-only basis, using a strategic asset allocation approach combined with individual security selection and global diversification to manage risk.

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.

Russell Ketron is a financial advisor with Ketron Financial LLC, holding CFP®, Series 63, and Series 65 credentials and bringing 56 years of industry experience. He has worked at Ketron Financial since 2024 and concurrently with Western International Securities, Inc. since 2016. Ketron Financial serves individual clients, pension and profit-sharing plans, and charitable organizations by offering discretionary portfolio management, financial planning, and estate transition planning. The firm combines fundamental analysis, modern portfolio theory, and quantitative methods within a long-term trading approach and manages approximately $384 million in assets across three advisors.

Scott Chapman is the sole advisor at Chapman Investment Management, LLC, an independent firm based in San Anselmo, CA. He holds the CFA® designation and has 28 years of industry experience. He has led Chapman Investment Management since its founding in 2013. Chapman Investment Management provides discretionary portfolio management through separately managed accounts for individuals, high-net-worth clients, trusts, estates, and institutional entities. The firm employs a multi-cap, long-term, concentrated equity strategy with low turnover, focusing on fundamental research and valuation to select businesses with durable competitive advantages.

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.

Suzy Hong is a financial advisor at WealthBoost Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Goodin, MacBride, Squeri & Day, LLP for eight years, as well as for the City & County of San Francisco. WealthBoost Advisors, LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and specialized investment advisory services primarily for individual clients, small business retirement plans, and charitable organizations. The firm uses a tailored, goals-based process focusing on mutual funds, ETFs, model portfolios, and selected sub-advisers, with an emphasis on Modern Portfolio Theory and specialized services including legal qualifications and charitable foundation advisory.

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.

Stephen Catton is a financial advisor at Catton Capital Partners, LLC in San Francisco, CA, with 24 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. He serves on the finance council of Santa Maria Catholic Church in an advisory capacity to assist with budgeting and financial oversight. Catton Capital Partners, LLC provides discretionary asset management, comprehensive portfolio management, and retirement plan consulting for individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-strategy investment approach, combining fundamental, technical, charting, and cyclical analysis, and utilizes a range of instruments and third-party managers tailored to client objectives.