Tuvshinjargal Odeh is a financial advisor at Shira Ridge Wealth Management with two years of industry experience. She holds the Series 66 designation and has worked previously at firms including EQIS Capital Management and LPL Financial. 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 provides portfolio management, comprehensive financial planning, and consulting, emphasizing diversification, tax-aware implementation, and quarterly portfolio reviews.

Tanya Steinhofer is a CFP® and CFA® credentialed advisor with 19 years of industry experience. She has been with Redwood Grove Wealth Management since 2009. The firm serves individuals and families, providing discretionary asset management and comprehensive financial planning. Redwood Grove Wealth Management emphasizes long-term, tax-efficient, low-cost strategies focused on diversification and Modern Portfolio Theory, primarily using index mutual funds and ETFs.

Lauren Patterson is a CFP® professional with 15 years of experience in financial advising. She has worked at Alders Financial Solutions since 2018 and previously at Financial Connections Group, Inc. She is based in Novato, CA. Alders Financial Solutions is a state-registered financial planning firm that serves individuals, trusts, estates, and retirement accounts, primarily focusing on high-net-worth clients. The firm provides comprehensive written financial plans and pension consulting but does not manage client assets or accept discretionary authority, instead offering recommendations implemented through third-party brokers or advisors.

Richard Mordesovich is a financial advisor at Sonoma Private Wealth LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Baker Avenue Asset Management and Silicon Private Wealth, LLC. He manages a donor-advised charitable fund in addition to his advisory role. Sonoma Private Wealth LLC provides portfolio management, financial planning, and family office services to individuals, high-net-worth clients, and charitable organizations. The firm employs model portfolios and sub-advisers, incorporating ESG considerations through HIP Investor’s ratings in its investment process.

Wyatt McGovern is a financial advisor at Lavelle Capital in San Francisco, holding a Series 65 designation with one year of industry experience. His prior work includes positions at Tishman Capital Partners and Bay Equity Home Loans, as well as various roles connected to Columbia University. Lavelle Capital LP provides discretionary investment management to high-net-worth families, corporations, trusts, estates, and charitable organizations. The firm manages approximately $410 million in client assets and offers tailored portfolios, private pooled vehicles, and ancillary services such as family governance and estate pre-administration.

Ryan Beckler is a financial advisor at Verity Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has been with Verity Wealth Advisors since 2022. Verity Wealth Advisors serves primarily individual clients, including high-net-worth and non-HNW households, as well as a limited number of entities such as retirement plans and trust accounts. The firm offers discretionary portfolio management, comprehensive financial planning, and a privates-tracking service, focusing on tailored investment programs implemented largely through index securities and emphasizing fixed-income allocations to manage principal volatility.

Gustave Ozag is a financial advisor at WestEnd Capital Management, LLC. He holds the CFP® and ChFC® designations, has 16 years of industry experience, and has been with WestEnd since 2002. In addition to his advisory role, he is a registered independent insurance agent with Financial Systems, where he sells life, health, and disability insurance. WestEnd Capital Management serves individual and trust clients through separately managed accounts and a private pooled vehicle for accredited investors. The firm employs a combination of fundamental and technical research and uses active portfolio management strategies, including long/short positions and derivatives, to manage its Core Growth, Equity Income, and Custom mandates.

Milo Benningfield is a CFP® and holds a Series 65 license with 13 years of industry experience. He has been with Benningfield Financial Advisors, LLC since 2003. Outside of his financial advisory work, he leads a small jazz ensemble that performs locally. Benningfield Financial Advisors provides integrated financial planning and discretionary investment management primarily to high-net-worth individuals, families, pension, and charitable accounts. The firm employs a strategic asset allocation approach, combining passive index and ETF holdings with select active managers, and maintains a small client base to support a tailored service model.

Christopher Charles is a financial advisor with Wulff, Hansen & Co. in San Rafael, CA, holding 46 years of industry experience. He has worked at Wulff, Hansen & Co. since 1979 and also has experience with McClurg Capital Corporation and C.A. Botzum & Co. Charles serves as CEO and CCO of his firm’s broker/dealer, RIA, and municipal advisory businesses, where he supervises and manages portfolios. Wulff Capital Management, the investment advisory division of Wulff, Hansen & Co., provides discretionary portfolio management and limited investment consultation to individuals, retirement plans, trusts, and charitable institutions. The firm focuses on customized portfolios of publicly traded securities using fundamental and cyclical analysis with a long-term holding approach and offers municipal advisory services alongside retail brokerage activities.

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.

Alexander Knight is a financial advisor at Broadside Wealth with a Series 65 credential and no prior industry experience. His work history includes roles at Catena Collective Investment Holdings, Sea Capital, Bond Capital, Stanford GSB, New America Foundation, Blue Ridge Capital, and Tiger Management. Broadside Wealth Technologies serves ultra-high-net-worth individuals, families, family offices, trusts, estates, and institutional clients using a membership-based wealth management model focused on fee reduction, tax optimization, and liquidity management. The firm employs systematic, technology-driven processes and offers flat membership fees rather than percentage-based charges.

David Ruxin is a financial advisor at Montcalm TCR LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including corporate finance projects for Vibrant Emotional Health. Montcalm TCR LLC provides customized investment management primarily for individuals, trusts, estates, charitable organizations, and business entities. The firm manages both individual accounts and a pooled private investment vehicle, using discretionary, asset-allocation strategies that may include private funds, alternative investments, derivatives, and hedging techniques.

Katherine Kochounian is a financial advisor at Elevate Capital Management, L.L.C. with one year of experience in the industry. Prior to joining Elevate, she worked at Keller Williams, Gartner, and Aerotek. She is also a licensed Realtor in California and occasionally processes residential real estate transactions for clients. Elevate Capital Management provides portfolio management and investment planning for individual and high-net-worth clients, utilizing a blend of analytical techniques and a generally long-term trading approach across various asset classes. The firm manages client assets primarily on a non-discretionary basis and incorporates client-imposed restrictions into tailored allocations.

Edward Huang is a financial advisor at Beacon Coast Partners, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Inc. for 13 years. Outside of his advisory role, he is a managing partner of an information technology firm focused on website development. Beacon Coast Partners is a wealth management firm serving families, trusts, estates, and businesses with discretionary portfolio management and family-office style services. The firm builds customized portfolios using low-cost mutual funds and ETFs, employing a primarily long-term investment approach supported by fundamental and technical analysis.

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.

Marte Werner is a financial advisor at NWK Group in San Francisco, CA, holding a Series 63 designation with 21 years of industry experience. She has been with NWK Group since 2002 and is a 50% owner of the firm. NWK Group serves individual and high-net-worth clients, as well as pension, profit-sharing plans, and non-profit organizations, providing investment supervisory services, institutional consulting, financial planning, and cash-management advice. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis in its portfolio management and emphasizes performance reporting and peer comparisons in client communications.

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.

David Jasper is a financial advisor at Beacon Coast Partners, LLC with 31 years of industry experience. He holds a Series 63 designation and previously worked at UBS Financial Services for 23 years. Beacon Coast Partners is a wealth management firm serving families, trusts, estates, and businesses with discretionary portfolio management, financial planning, and family-office style services. The firm focuses on customized portfolios using low-cost mutual funds and ETFs, employing both fundamental and technical analysis within a primarily long-term investment approach.

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.