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.

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.

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.

Geoffrey Hakim is a CFP® with 18 years of industry experience, currently serving as an advisor at MCM Wealth in Novato, CA. He has been with MCM Wealth since 1996, totaling 30 years with the firm. MCM Wealth provides investment advisory and financial planning services to a diverse client base including individuals, trusts, small-business retirement plans, other RIAs, family offices, and institutions. The firm employs a multi-asset class, core-and-satellite investment approach and offers customized portfolios, including a rules-based options overlay managed through a proprietary platform.

Benjamin Sampson is a CFP® with six years of industry experience, currently serving as a financial advisor at Miller Avenue Advisors LLC. He previously worked at Brighton Jones for five years and has held roles outside of finance, including positions with the Arizona Department of Education and the Chicago Cubs. 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 ERISA 3(21) limited-scope fiduciary services, managing portfolios according to clients’ goals, time horizons, and risk tolerances.

Lawrence Dan is the principal and sole advisor at Kennicott Capital Management LLC, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has been with Kennicott Capital Management since 2003. Kennicott Capital Management provides discretionary portfolio management primarily to individual clients, including high-net-worth households, through a customized planning process that addresses broader financial needs. The firm emphasizes a client-specific asset allocation approach focused on capital preservation and long-term growth, managing diversified portfolios that may include equities, fixed income, ETFs, mutual funds, and private alternative investments.

Robert Stafford is the principal of Stafford Capital Management LLC in Sausalito, CA, with 19 years of industry experience. He has been involved with Stafford Capital Management since 1986 and is also the general partner of Pacific Management, Ltd. Stafford serves on the board of directors of Passur Aerospace, attending quarterly meetings annually. Stafford Capital Management provides discretionary portfolio management primarily for high-net-worth individuals, families, trusts, and small business entities. The firm focuses on equity and equity-related securities using a bottom-up, fundamental investment approach with a growth-at-a-reasonable-price orientation, constructing concentrated portfolios typically holding 25–30 stocks.

Mark Kriss is a Series 65-licensed financial advisor at Macroclimate LLC with 21 years of industry experience. He has been with Macroclimate since 2004 and serves as Managing Director of Geofinancial Analytics, Inc. and Geofinancial Analytics Canada Corp., independent data providers focused on advancing the clean energy transition through geospatial technology. He is also a member of the Sustainability Council at Dimensional Fund Advisors. Macroclimate provides discretionary investment management primarily to individuals, including high-net-worth clients, as well as donor-advised funds and nonprofit organizations. The firm employs a Modern Portfolio Theory–based, long-term buy-and-hold strategy using passive and factor-based funds, with an emphasis on environmental, social, and governance (ESG) factors in its investment process.

Louis Batmale is a financial advisor with Alders Financial Solutions, holding a Series 66 designation and 26 years of industry experience. His career includes over 20 years at LPL Financial, LLC, and two years at Alders Financial Solutions before its independent registration. Alders Financial Solutions provides financial planning and pension consulting services primarily to high-net-worth individuals and related entities. The firm employs a planning-centered approach that considers clients’ comprehensive financial situations without taking custody of assets, and it is notable for combining broker-dealer representation and insurance licensing with pension consulting services.