Diane Mccracken is a financial advisor at Westhill Financial Advisors, Inc. with 32 years of industry experience. She has been with Westhill since 2010 and holds Series 63 and Series 65 licenses. Diane is a board volunteer for Wednesday's Gift, a nonprofit organization that assists individuals in need of food, clothing, and housing. Westhill Financial Advisors provides personalized financial planning, investment management, and pension consulting to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm uses a strategic asset allocation approach combining passive index and ETF holdings with select active managers, tailoring portfolios to clients' specific needs.

Terry Allen is a financial advisor with The Putney Financial Group LLC, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with The Putney Financial Group since 2013 and also serves as a director and officer of Completax Planning, Inc., a firm specializing in tax, accounting, and estate planning. The Putney Financial Group provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm employs a multi-faceted investment approach emphasizing asset allocation across various instruments and manages portfolios typically on a discretionary basis with regular performance reviews and reporting.

Raymond Lent is a financial advisor with The Putney Financial Group LLC in San Rafael, CA, holding Series 63 and Series 65 licenses with 50 years of industry experience. He is the owner of Portsmouth Financial Services Inc., a FINRA member broker-dealer, where he serves as Chairman of the Board and Registered Representative. Outside of finance, he is involved in the resale of rare coins and lithographic prints through a private venture. The Putney Financial Group LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals and charitable trusts. The firm employs a multi-faceted investment approach emphasizing asset allocation across various instruments and generally manages portfolios on a discretionary basis with regular reviews and reporting.

Jacqueline Worstell is a CFP® with two years of industry experience, currently serving as a financial advisor at Brooklyn FI, LLC. Prior to joining Brooklyn FI, she worked at Abacus Wealth Partners and has a background that includes experience with a CPA firm. Brooklyn FI, LLC serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach focused on index mutual funds and ETFs, emphasizing tax efficiency and low turnover, while also incorporating outside managers and direct-indexing strategies when appropriate.

Kyle Ladd is a financial advisor at O'Donnell Financial Services, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Charles Schwab and Co., Inc., TD Ameritrade, and Scottrade, Inc. Outside of his advisory role, Kyle performs solo live music locally under the moniker "scottorious," focusing on family-friendly content. O'Donnell Financial Services, LLC offers wrap asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, and businesses. The firm employs a range of investment strategies tailored to clients’ goals and risk tolerance, delivering services through discretionary and non-discretionary mandates as well as sub-advisory relationships.

Mason Moore is a financial advisor at Fermata Advisors in Sonoma, CA, with seven years of industry experience. He holds a Series 65 credential and has previously worked at HUB International, Global Retirement Partners, LLC, Kornerstone Inc., and QRC, Inc. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm uses a coaching-centered client relationship model and a combination of behavioral, charting, cyclical, fundamental, and technical analysis to inform portfolio allocations.

Daniel Worthington is a ChFC® credentialed financial advisor with 42 years of industry experience. He currently works at Stonebridge Financial Group and has previously been associated with firms including AXA Advisors, GWN Securities, and Castle Rock Wealth Management. Worthington also manages group health and dental insurance relationships outside of his advisory role. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, offering discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a combination of quantitative and qualitative investment approaches and manages client portfolios across a wide range of asset classes, including stocks, bonds, ETFs, and alternative investments.

Mariam Saboori Shamlow is a financial advisor at Fermata Advisors with a Series 65 credential and one year of industry experience. She has prior experience at Global Retirement Partners, HUB International, LPL Financial, Northern Trust, Wells Fargo Bank, and the Chicago School of Professional Psychology. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm employs a coaching-centered client relationship model and utilizes a mix of behavioral, charting, cyclical, fundamental, and technical analysis to guide investment allocations.

Kevin Klauber is a financial advisor with McClurg Capital Corporation in San Rafael, CA. He holds a Series 63 designation and has 41 years of industry experience, including 35 years at McClurg Capital. McClurg Capital provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, IRAs, endowments, and charitable organizations. The firm emphasizes account-level customization through written Investment Policy Questionnaires and manages portfolios using strategies such as asset-class diversification, bond laddering, and tactical cash management.

Danielle Moskowitz is a financial advisor at Colorado Financial Service Corporation with eight years of industry experience. She holds Series 63 and Series 66 designations and has been with the firm since 2013. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm employs customized portfolios and a combination of advisor and third-party research, offering a range of advisory, brokerage, and insurance products through its team of 16 advisors.

Matthew Taddei is a CFP® and ChFC® with 42 years of experience in the financial industry. He has been with Westhill Financial Advisors, Inc. since 2010. Outside of his advisory role, he serves as President and CEO of an independent insurance agency and is a non-paid advisory council member of Heritage Bank of Commerce. Westhill Financial Advisors provides personalized financial planning, investment management, and pension consulting for individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm uses a strategic asset allocation approach combining passive index and ETF holdings with selective active managers, tailoring portfolios to clients’ specific needs and risk profiles.

David Mcclurg is a financial advisor at Mcclurg Capital Corporation with 52 years of industry experience. He has been with Mcclurg Capital Corporation since 1985. In addition to his advisory role, he serves as successor trustee of the Craft Family Trust. Mcclurg Capital provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, IRAs, endowments, and charitable organizations. The firm offers customized portfolio construction on an account-by-account basis, employing strategies such as asset-class diversification, bond laddering, and tactical cash management.

Roberta Bechtel is a financial advisor with Stonebridge Financial Group in San Rafael, CA, holding a Series 66 designation and 18 years of industry experience. Her prior work includes ten years with GWFS Equities Inc/Great West Life & Annuity Insurance Company and five years at Blair Martin, Equitable Advisors. She is also a trustee of a personal trust. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, offering discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a mix of quantitative and qualitative investment approaches and manages approximately $896 million in discretionary assets.

Steven Wilkes is a CFA® charterholder and holds a Series 66 license with 21 years of industry experience. He has worked with Hutchinson Capital Management for 23 years before joining HCM Wealth, a four-advisor team based in San Rafael, CA. HCM Wealth is an independent, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, and charitable organizations, with a focus on financially conservative, high-net-worth clients. The firm employs a value-oriented investment approach emphasizing capital preservation through concentrated equity portfolios, laddered fixed income, and client-specific investment guidelines.

Jake Popoff is a financial advisor at HCM Wealth with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Hutchinson Capital Management and Sanford C. Bernstein & Co., LLC. HCM Wealth is an independent, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on capital preservation and a value-oriented investment approach, managing approximately $942 million with a four-advisor team.

William Murray is a CFP® professional with 23 years of experience in financial advising. He is currently with Fermata Advisors in Sonoma, CA, and has held roles at Sonoma Wealth Advisors, Cetera Advisor Networks LLC, and HBW Advisory Services LLC. Outside of his advisory work, Murray is involved in tax preparation for individuals and small businesses and has experience in fixed insurance sales. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, including high-net-worth clients, as well as small businesses and plan fiduciaries. The firm offers both discretionary and non-discretionary services and integrates behavioral, technical, fundamental, and cyclical analysis in portfolio management.

Nicholas Imbimbo is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Stonebridge Financial Group since 2026 and previously spent 11 years with Equitable Advisors. Outside of finance, he is a partial owner of Imbimbo Family Winery, involved in wine sales and production. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, offering discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a mix of quantitative and qualitative investment approaches and manages approximately $896 million in discretionary assets.

Gregory O'Donnell is a financial advisor with O'Donnell Financial Services, LLC in San Rafael, CA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been affiliated with O'Donnell Financial Services since 2015 and with Independent Financial Group, LLC since 2016. Outside of advising, he hosts "The Greg O'Donnell Financial Hour," a public speaking program discussing financial topics. O'Donnell Financial Services, LLC provides wrap asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, and business entities. The firm offers discretionary and non-discretionary advisory services with investment strategies ranging from long-term buy-and-hold to short-term trading, including the use of margin, short sales, options, and other derivatives when appropriate.

William Pedersen is a financial advisor at Meristead Wealth, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stansberry Asset Management since 2016. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs a value-oriented, opportunistic approach across global equities and credit and manages multiple private credit funds designed for accredited or qualified investors.

Timothy Bangert is a financial advisor with McClurg Capital Corporation in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with McClurg Capital since 1994. McClurg Capital provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, IRAs, endowments, and charitable organizations. The firm emphasizes account-level customization, employing strategies such as asset-class diversification, bond laddering, and tactical cash management, with daily oversight and quarterly performance reporting.