Marjan Soleimanieh is a financial advisor at Marin Wealth Advisors LLC with a Series 65 credential and two years of industry experience. Prior to joining Marin Wealth Advisors, Marjan operated a sole proprietorship and worked at Gosho Financial Group. In addition to advising, Marjan is involved in sheet-metal manufacturing operations at Westfab Manufacturing. 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 alongside comprehensive financial planning, employing a strategic asset allocation approach with globally diversified portfolios.

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 23 years of industry experience. He has been with Stonebridge since 2009 and previously worked at Charles Schwab from 2003 to 2009. He 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 emphasizes customized investment allocations based on client risk tolerance, age, and objectives, using a framework that includes Core index funds and ETFs, Alpha actively managed strategies, and Alternatives such as hedging and option strategies.

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.

Mark Sifling is a CFP® with 20 years of experience in financial advising at Simple Life Financial, where he has been a principal since 2006. He also serves as the principal consultant of Blu Pagoda LLC, a management consulting firm that provides services to financial companies. Simple Life Financial offers investment advisory and financial planning services to individuals, families, small businesses, and related entities, with experience serving multi-generational households through tailored investment profiles, cash-flow and liquidity planning, and coordination with clients’ other professional advisors.

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.

Donald Clephane is a CFP®-certified financial advisor with 30 years of industry experience. He has been associated with Oak Tree Securities since 2001 and currently operates as the sole advisor at Diversified Planning Concepts, Inc. He also offers estate planning services and sells insurance products. Diversified Planning Concepts provides estate and financial advisory services to individuals and couples, including high-net-worth clients, executives, small business owners, and retirees, as well as select pension plans, trusts, and estates. The firm employs broadly diversified investment programs focused on capital preservation and manages accounts on a principally non-discretionary basis with client approval.

Alexander Boeri is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Miller Avenue Advisors LLC since 2021 and previously held positions 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, providing discretionary asset management, ongoing financial planning, and limited ERISA 3(21) fiduciary services. The firm offers tailored portfolio management with integrated private placement investments and manages approximately $281 million in discretionary assets across a focused client base.

Glen Calkins is a financial advisor at Ketron Financial LLC with 28 years of industry experience. He holds the Series 66 designation and has previously worked at Western International Securities, Inc. and Protected Investors of America. Ketron Financial LLC provides discretionary portfolio management, financial planning, and estate transition planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading orientation, managing approximately $384 million in discretionary assets.

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.

Daniel Leshowitz is a financial advisor with Asti Financial Management in Novato, CA. He holds a Series 65 designation and has 10 years of experience at Workday. Asti Financial Management provides financial planning services to individual clients, including high net worth individuals, and small businesses. The firm emphasizes comprehensive and limited-scope planning with fixed-fee packages, focusing on advice rather than discretionary portfolio management.

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 with AllPoint Financial Group in Petaluma, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at SLR Asset Management, LLC, LPL Financial, LLC, Chase Investment Services Corp., and Wamu Investments, Inc. In addition to advisory services, he is involved with AllPoint Tax Services, offering tax preparation and accounting. AllPoint Financial Group provides discretionary asset management and financial planning services to individuals, pension plans, trusts, and charitable organizations. The firm manages portfolios using a variety of investment vehicles and emphasizes continuous account supervision tailored to clients’ objectives.

Christian Mejia is a financial advisor at Autonomous Wealth Management LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Sivia Capital, UBS Financial Services, SF Sentry Securities, Fidelity Brokerage Services, and Charles Schwab. Autonomous Wealth Management provides investment advisory services exclusively through a mobile application to invited individual investors, offering personalized portfolios implemented as managed accounts custodied at Apex Clearing Corporation. The firm uses AI-driven portfolio construction and ongoing account monitoring, with unique features such as direct-indexed equity holdings and permitted exposure to Bitcoin and Ether exchange-traded products.

Courtenay Wise is a financial advisor with Ketron Financial LLC, holding a Series 66 designation and 10 years of industry experience. Wise previously worked at Western International Securities, Inc. and LPL Financial. In addition to advisory duties, Wise is a licensed notary and has experience in non-variable insurance. Ketron Financial LLC provides discretionary portfolio management, financial planning, and estate transition planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading orientation, managing approximately $384 million in discretionary assets.

John Collet IV is a Series 65 registered advisor at Simple Life Financial in El Cerrito, CA, with less than one year of industry experience. His work background includes roles at Domino's, Target, and California State University-Chico. Simple Life Financial provides investment advisory and financial planning services to individuals, families, small businesses, and related entities, with a focus on multi-generational households. The firm offers tailored investment management, financial planning, cash-flow and liquidity planning, and wealth coordination through collaboration with clients’ attorneys, accountants, and other professionals.

Conor Sheridan is the sole advisor at Sheridan Capital Management, LLC in San Rafael, CA, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has led his firm since 2011, following a recent role at Parallel Advisors, LLC. Sheridan Capital Management provides discretionary asset management primarily for individual and high-net-worth clients, managing approximately $217 million for about 116 clients. The firm’s investment approach blends fundamental and technical analysis, maintains regular portfolio supervision and rebalancing, and includes cash and cash equivalents as an asset class in its strategies.