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.

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.

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 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.

Techi Carreon is a financial advisor at Baker Street Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Investor's Fiduciary Advisor Network, LLC and Raymond James Financial Services Advisors, Inc. Carreon was also involved with LiteBite, Inc. for eight years. Baker Street Asset Management provides discretionary portfolio management and financial planning to individuals, institutions, corporations, registered investment advisors, and retirement plans. The firm utilizes a combination of research, quantitative analysis, and multiple investment methodologies to manage portfolios, which may include equities, fixed income, mutual funds, ETFs, and various trading strategies.

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.

Robert Baer is a financial advisor at Baer Investment Advisory LLC in San Rafael, CA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He worked at Goldman Sachs from 2008 to 2021 before joining Baer Investment Advisory LLC. Baer Investment Advisory LLC provides discretionary portfolio management to individuals, high-net-worth clients, trusts, and corporations, tailoring Investment Policy Statements and model portfolios for each client. The firm uses a blend of fundamental, technical, cyclical, and quantitative analysis alongside modern portfolio theory, employing both long- and short-term trading strategies with ongoing portfolio monitoring.

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.

Christian Mejia is a financial advisor at Autonomous Wealth Management LLC with 10 years of industry experience. He holds the 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 LLC provides discretionary investment management to a select group of individual retail investors through an AI-driven, invitation-only digital platform. The firm manages portfolios using proprietary systems that select ETF and direct-indexed equity allocations based on client profiles, executing transactions on a discretionary basis without automatic monitoring or rebalancing.

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.

Sanford Lowengart is a financial advisor with Capital Trust Advisors (Goldberg Advisers, LLC) and holds Series 63 and Series 65 licenses. He has 23 years of industry experience and has been with Goldberg Advisers since 2013. Capital Trust Advisors serves individual and high-net-worth clients as well as institutional entities, providing discretionary wealth management and financial planning with a focus on asset allocation, retirement, tax, and cash-flow planning. The firm manages portfolios primarily invested in mutual funds and ETFs, using a combination of fundamental, technical, and cyclical analysis.

Gregory Smith is a financial advisor at Baer Investment Advisory LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Birch Run Capital Advisors, LP and Century Gorge, Inc. Baer Investment Advisory LLC provides discretionary portfolio management to individuals, high-net-worth clients, trusts, and corporations, creating customized Investment Policy Statements and implementing tailored model portfolios. The firm utilizes a blend of fundamental, technical, cyclical, and quantitative analysis within a modern portfolio theory framework, employing both long- and short-term trading along with derivative strategies.

Paul Stenard is a financial advisor with Investment Advisor Associates, Inc. in Mill Valley, CA, holding Series 63 and Series 66 credentials and bringing 48 years of industry experience. His career includes positions at Bank of America, Merrill, RBC Capital Markets, and Morgan Stanley. Investment Advisor Associates, Inc. provides fee-only investment management and financial planning primarily to individual clients, including high-net-worth households. The firm customizes portfolios using written investment policy statements and employs both fundamental and technical analysis alongside global diversification, utilizing a variety of strategies such as discretionary trading, margin, short sales, and option writing.