Joseph Fierro is a financial advisor at Tamalpais Asset Management with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Global View Capital Management and related affiliates for a decade, in addition to operating as a sole proprietor since 2010. Outside of his advisory work, Fierro is also a music instructor and performer. Tamalpais Asset Management manages approximately $262.5 million across about 261 client relationships, focusing on high-net-worth households and accredited investors. The firm provides portfolio management and financial planning, typically using passive core exposures combined with modern portfolio theory and other strategies tailored to client needs.

James White is a financial advisor with Stonebridge Financial Group in San Rafael, CA, holding Series 63 and Series 65 credentials with 42 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, he serves as Treasurer and President for the SunnyVale Sunrise Rotary. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors with discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a variety of investment approaches and offers ongoing portfolio monitoring and rebalancing.

Christopher Coble is a financial advisor at Ridgecrest Wealth Partners, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley Private Bank and Passport Capital. Outside his advisory role, he is the sole proprietor of Bike Race, a business activity unrelated to his financial work. Ridgecrest Wealth Partners is an SEC-registered advisory firm managing approximately $705 million across 744 accounts. The firm serves individuals, high-net-worth clients, trusts, estates, and retirement plan participants using a combination of fundamental, technical, and charting analysis with both active and passive investment strategies tailored to client risk profiles.

Gage Houser is a CFA® charterholder with 16 years of industry experience. He is currently an advisor at HCM Wealth in San Rafael, CA, where he has worked since 2026. Prior to this, he spent 18 years at Hutchinson Capital Management. HCM Wealth is an independent, SEC-registered investment adviser serving high-net-worth individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on capital preservation through a value-oriented investment approach that includes concentrated equity portfolios, laddered investment-grade fixed income, and sub-advisory relationships.

Samantha Keeler is a CFP® with six years of industry experience. She is currently with Westhill Financial Advisors, Inc., having joined the firm in 2024. Prior to this, she worked at Bank of America, Merrill Lynch, and Wells Fargo Bank. Keeler is also licensed as an insurance agent, focusing on fixed insurance and fixed annuity sales. Westhill Financial Advisors provides financial planning, investment management, and pension consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs a core-and-satellite strategic asset allocation approach and supports employers with fiduciary due diligence and participant education.

Kirk Ludwig is a CFP® and ChFC® with 40 years of experience in financial advising. He has been with Westhill Financial Advisors, Inc. since 2010. He serves as a board member and treasurer of the 55 Corte Real Homeowners Association in a non-paid capacity. 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 process combining passive index and ETF holdings with active managers, tailoring portfolios to client-specific factors such as risk tolerance and tax considerations.

Michael Bristow is a financial advisor with Tamalpais Asset Management in Larkspur, CA, holding Series 66 and Series 63 licenses and 15 years of industry experience. He has worked at Emerson Equity LLC, Calamar Financial Group, and Perigon Wealth Management, among others, and currently serves as a managing partner at Tamalpais Asset Management, where he is involved in daily operations, client communication, financial education, and account management. Tamalpais Asset Management oversees approximately $262.5 million across about 261 client relationships, focusing on high-net-worth households and accredited investors. The firm emphasizes passive core exposures using DFA mutual funds and ETFs, applies modern portfolio theory combined with fundamental, cyclical, and quantitative analysis, and employs a range of investment strategies including options, margin, and alternative investments under discretionary trading authority.

Jared Barnecut is a CFP® with 19 years of industry experience, currently serving at Stewart Wealth Management, Inc. since 2007. He holds the Series 66 designation and is based in San Rafael, CA. Stewart Wealth Management advises individuals, families, trusts, endowments, qualified retirement-plan sponsors, and business entities, managing approximately $501 million across around 337 client relationships. The firm’s investment approach focuses on strategic asset allocation and global diversification using low-cost, institutional-class mutual funds and ETFs within a core-satellite framework, incorporating pension consulting and private placement consulting alongside the use of derivatives and leverage in separately managed accounts.

David Wolfensperger is a CFP® with 14 years of industry experience, currently serving as an advisor at Stewart Wealth Management, Inc. since 2018. He is also a trustee of the Hans R. Wolfensperger GST Trust, an investment-related role. Stewart Wealth Management advises individuals, families, trusts, endowments, qualified retirement-plan sponsors, and business entities, managing approximately $501 million across about 337 client relationships. The firm emphasizes strategic asset allocation and global diversification using low-cost, institutional-class mutual funds and ETFs within a core-satellite framework, and offers pension consulting and private placement consulting services alongside selective use of derivatives and leverage in separately managed accounts.

Christopher Martin is a financial advisor with Tamalpais Asset Management, holding Series 65 and Series 63 licenses and 23 years of industry experience. His prior roles include positions at Kent Lake Capital, LLC and Wells Fargo Securities, LLC. Martin has been with Tamalpais Asset Management since 2026. Tamalpais Asset Management manages approximately $262.5 million across about 261 client relationships, focusing on high-net-worth households and accredited investors. The firm provides portfolio management and financial planning with a preference for passive core exposures and integrates various strategies, including options and private placements, under discretionary trading authority.

Thomas McAuliffe is a financial advisor at American Money Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial LLC and Heritage Wealth Management, LLC. Outside of finance, he is a meditation teacher and spiritual director and serves on the board of Unity in Marin, a not-for-profit spiritual community. American Money Management, LLC provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, and corporations. The firm uses a team-based approach with tailored asset-allocation strategies and incorporates fundamental, cyclical, economic, and technical analysis, including alternative investments where appropriate.

Blair Martin is a financial advisor with Stonebridge Financial Group in San Rafael, CA, holding a Series 66 designation and over 24 years of industry experience. Prior to joining Stonebridge, he worked at Equitable Advisors and Axa Advisors for 17 and 11 years, respectively. Outside of advisory work, he is a partner in Toby Lane Vineyards, a winery business. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors with discretionary wealth management, financial consulting, and retirement plan advisory services. The firm employs a blend of quantitative and qualitative investment strategies and manages a diverse range of asset types on a discretionary basis.

Leanne Sindell is a financial advisor at L & S Advisors, Inc. in Napa, CA, holding Series 63 and Series 65 designations with 14 years of industry experience. She has been with L & S Advisors since 2012. L & S Advisors serves individuals—including high-net-worth clients—trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical, unconstrained investment approach using a variety of strategies and instruments, including derivatives and margin, and manages approximately $1.16 billion across more than 1,000 client accounts.

Andrew Taylor is a financial advisor with The Putney Financial Group LLC in San Rafael, CA. He holds a Series 66 designation and has 12 years of industry experience. His prior work includes roles at Arete Wealth Management and Portsmouth Financial. 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 comprehensive investment process that incorporates fundamental, quantitative, qualitative, and cyclical analysis, with an emphasis on asset allocation across various securities.

Kyle Daniels is a financial advisor at Stonebridge Financial Group with eight years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, Daniels serves as a board member for the Autism Society San Francisco Bay Area and acts as a co-trustee for his brother’s special needs trust. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors with discretionary wealth management, financial consulting, and retirement plan advisory services. The firm combines quantitative and qualitative analysis with various investment strategies to manage portfolios across multiple asset classes.

Lincoln Wells is a financial advisor at Tamalpais Asset Management with 4 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mount Tamalpais Asset Management, LLC since 2021 and DLT Systems LLC since 2012. Tamalpais Asset Management manages approximately $262.5 million for around 261 client relationships, primarily serving high-net-worth households and accredited investors. The firm provides portfolio management and financial planning using written Investment Policy Statements and typically favors passive core exposures combined with fundamental, cyclical, and quantitative analysis.

Trevor Scotto is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Fiduciary Financial Group, LLC, where he has worked since 2016 in various capacities. His prior experience includes roles at East Bay CDFA, LLC, and Munc & Cooper CPAs LLP, as well as work as a real estate agent and Certified Divorce Financial Analyst (CDFA). Fiduciary Financial Group is a fee-based advisory firm managing over $1 billion for individuals, high-net-worth households, and retirement plan sponsors. The firm utilizes a research-driven approach combining fundamental, technical, and cyclical analysis, employing ETFs, mutual funds, stocks, closed-end funds, and options strategies tailored to client objectives, while integrating ongoing financial planning and tax advisory.

Beth Verdekal is a financial advisor at O'Donnell Financial Services, LLC, holding Series 65 and Series 66 licenses. She has been with O'Donnell Financial Services since 2022 and has prior experience at the Environmental Defense Fund and Corporate Visions. Outside of her advisory role, she is involved with Own It Economics, an independent venture active since 2016. 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 a range of investment strategies tailored to client goals and risk tolerance, including discretionary and non-discretionary mandates and sub-advisory services.

Gary Thomas is a CFP® with 41 years of industry experience. He is currently with Turner Financial Group, Inc., where he has worked since 2023, and previously held roles at CLARAPHI Advisory Network, Resource Investment Architects, and Investment Architects. In addition to his advisory work, Thomas engages in independent insurance sales on a limited basis. Turner Financial Group serves individuals, families, high-net-worth clients, and charitable organizations through an eight-adviser team managing approximately $230 million in assets. The firm offers comprehensive financial planning, discretionary asset management using multi-approach model portfolios, sub-advisory services, and employer-sponsored retirement plan reviews.

Kyle Singleton is a financial advisor at Stonebridge Financial Group with eight years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and State Street Corp. He also serves as the durable power of attorney for an immediate family trust. Stonebridge Financial Group serves individuals, families, business owners, and employer plan sponsors, offering discretionary wealth management, financial consulting, and retirement plan advisory services using a mix of quantitative and qualitative investment approaches.