Mario Valente is a CFA® charterholder with three years of industry experience, currently serving at Meristead Wealth, LLC. Prior to joining Meristead, he spent eight years at Stansberry Asset Management LLC and has additional work history in the biopharma sector. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and participating in third-party asset management programs. The firm employs a value-oriented investment approach combining top-down macro analysis with bottom-up research across global equities and credit, and manages multiple private credit funds for accredited investors.

Kenneth Gott is a CFP® professional with 19 years of experience in financial planning and investment management. He has been with Meritas Wealth Management, LLC since 2015. Outside of his advisory role, he participates as a mentor in the Financial Planning Association’s Residency Program, where he develops and delivers financial planning case studies for CFP® professionals and candidates. Meritas Wealth Management provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, and small businesses. The firm emphasizes long-term, diversified portfolios based on written Investment Policy Statements and primarily uses no-load mutual funds and passive strategies informed by academic research.

Mitchell Bortolotto is a financial advisor at Stonebridge Financial Group with 11 years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa-Advisors, LLC. 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 portfolios across various asset classes, often utilizing independent sub-advisors through third-party programs.

Christopher Worthington is a financial advisor at Stonebridge Financial Group with 10 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa-Advisors, LLC. Worthington is also a part owner in a multifamily real estate investment. 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 client portfolios across a range of asset classes while providing ongoing monitoring and reporting.

Bradley Stephens is a financial advisor at Tamalpais Asset Management with 21 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Nationwide Investment Services Corporation and Calamar Financial Group. At Tamalpais, he serves as a Retirement Plan Consultant, assisting small and mid-sized businesses with retirement plans and providing wealth management services to individuals. Tamalpais Asset Management is a team-based SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, endowments, and qualified retirement plan sponsors. The firm emphasizes passive investing with DFA mutual funds and ETFs, incorporates modern portfolio theory and quantitative analysis, and offers customized portfolio management with regular monitoring and reporting.

Ronald Weintraub is a financial advisor with Fortitude Advisory Group L.L.C. in Kentfield, CA, holding a Series 63 designation and 26 years of industry experience. He has worked with Argentus Securities, LLC since 2013 and Argentus Advisors, LLC since 2011. Outside of his advisory role, he owns a permanent and temporary employment agency and is involved in insurance sales including life, health, disability, annuities, and long-term care. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates through a network of financial advisors who offer portfolio management, recommend third-party managers, and support held-away account reporting, with a structure that includes multiple affiliated entities and offices.

Troy Copeland is an advisor at O'Donnell Financial Services, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Independent Financial Group, LLC since 2016. He is also a licensed insurance agent offering various insurance products. O'Donnell Financial Services provides wrap asset management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, and business entities. The firm offers tailored advisory services through discretionary and non-discretionary mandates, employing a range of investment strategies from long-term buy-and-hold to short-term trading.

Robert Atkins is a financial advisor at Alpha Wealth Management and Planning LLC with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Alpha Wealth Management and Planning and LPL Financial since 2015. Atkins is also involved with a separate business focused on tax preparation and accounting services under Wealth Strategies. Alpha Wealth Management and Planning serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering investment management, financial planning, and specialized advisory services. The firm employs a primarily long-term investment approach that incorporates fundamental, technical, cyclical, and charting analysis to build diversified portfolios, and it sponsors its own wrap fee program with multiple platform tracks.

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 in San Rafael, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He is also the director, officer, and owner of Completax Planning Inc, a tax, accounting, and estate planning firm he has been involved with since 1999. Allen has worked at The Putney Financial Group since 2013 and at Arete Wealth Management since 2024. 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 multifaceted investment approach emphasizing asset allocation and discretionary portfolio management, using a mix of mutual funds, ETFs, fixed income, structured products, private placements, and options strategies aligned with client objectives.

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.

Jesse Hindson is a CFP® with six years of industry experience, currently serving at Assembly Wealth since 2024. Prior to joining Assembly Wealth, he worked at Incline Investment Advisors, LLC and Incline Investment Management, LLC from 2019 to 2024. His background also includes roles outside finance at Big Water Grille and Vail Resorts Retail. Assembly Wealth is an SEC-registered investment adviser managing approximately $336.7 million as of the end of 2025. The firm provides discretionary portfolio management, financial planning, and third-party manager services to a diverse client base, utilizing a combination of asset allocation strategies and third-party managers within its wrap fee program.

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 TD Ameritrade. Outside of advising, he performs family-friendly live music locally under the name Scottorious. O'Donnell Financial Services, LLC offers wrap asset management, financial planning, and retirement plan consulting to individuals, pension plans, trusts, and business entities. The firm provides tailored advisory services through discretionary and non-discretionary mandates, employing a range of investment strategies to suit client needs.

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.

Scott Peters is a financial advisor at Gordian Wealth Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Gordian Wealth Advisors since 2015, alongside prior roles at Sanctuary Securities, LLC and Capulent, LLC. Gordian Wealth Advisors primarily serves high-net-worth individuals, trusts, and estates, providing discretionary portfolio management, independent manager oversight, and integrated financial planning. The firm employs a blend of fundamental and quantitative analysis to implement diversified, asset-allocation-driven strategies tailored to clients' objectives and risk tolerance.

Michael Beck is a CFA® charterholder with eight years of industry experience. He currently serves at Rothschild Wealth LLC and previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Phoenix Investment Adviser, LLC. Beck is a board trustee for Mark Day School in San Rafael, CA. Rothschild Wealth LLC advises individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm constructs portfolios using asset-allocation models tailored to client objectives and risk tolerance, employing quantitative tools and third-party sub-advisers to manage diversified investments and provide ongoing monitoring and rebalancing.

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.