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 is currently an advisor at Rothschild Wealth LLC, where he has worked since 2026. Prior to this, he held roles at Cambridge Investment Research Advisors, Inc. and Phoenix Investment Adviser, LLC. Beck serves as a board trustee for Mark Day School in San Rafael, CA. Rothschild Wealth LLC provides investment advisory and financial planning services to individuals, corporate executives, trusts, retirement plans, and institutional clients. The firm employs asset-allocation models supported by quantitative analysis and offers a range of portfolio management and planning services, including coordination of tax and estate planning and 401(k) consulting.

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.

Ariana Alisjahbana is a financial advisor at North Berkeley Wealth Management, LLC, holding CFP® and Series 65 credentials with four years of industry experience. Her prior roles include positions at BrightPlan and Rocket Lawyer, as well as experience in travel and at Alibaba Group. North Berkeley Wealth Management provides comprehensive financial planning and investment management services to a diverse client base, utilizing a customized asset allocation process that incorporates both passive and active strategies along with ESG options. The firm manages approximately $830 million in client assets and emphasizes maintaining client custody with reputable custodians such as Charles Schwab.

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.

Andrew Brinkman is a financial advisor at Stableford Capital LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Stableford Capital since 2014. He also owns Stableford Holdings, LLC and is involved part-time in Stableford Tax LLC, a non-investment-related venture. Brinkman holds a Life and Health Insurance license and dedicates limited time to insurance-related activities. Stableford Capital serves individual investors, including high-net-worth households and business owners, as well as institutional clients such as retirement plans, pensions, endowments, and corporations. The firm emphasizes absolute, long-term total return through a discretionary, committee-supported investment process focused on high-quality, capital-compounding businesses and downside risk 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.

Marian Jung is a financial advisor with Aspirean Wealth, LLC, holding a Series 65 designation and 17 years of industry experience. She has worked with Aspirean Wealth since 2015 and previously held roles in mortgage lending at All California Mortgage and All Western Mortgage. Aspirean Wealth provides advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, focusing on long-term, asset-allocation-driven strategies using diversified, passively managed mutual funds and ETFs. The firm manages approximately $195 million in assets and employs a four-advisor team to conduct portfolio oversight and client reviews.

Jennifer Regan is a Certified Financial Planner® at North Berkeley Wealth Management, LLC, with seven years of industry experience. She has worked at North Berkeley Wealth Management since 2019 and previously held positions at Bell Investment Advisors and Asti Financial Management. North Berkeley Wealth Management provides comprehensive financial planning and investment management services to individuals, families, business owners, and various other client types. The firm employs a customized asset allocation approach using institutional mutual funds and ETFs, incorporating both passive and active strategies, and offers customized ESG investment options.

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.

Karl Spurzem is a CFA® charterholder with 11 years of industry experience. He has worked at Mountain Capital Investment Advisors, Inc. since 2017 and was previously employed at Guggenheim Securities, LLC from 2012 to 2017. Mountain Capital Investment Advisors is an SEC-registered wealth management firm serving individuals, high net worth clients, trusts, estates, and charitable organizations. The firm manages approximately $929 million, offering discretionary investment management, retirement advice, and comprehensive financial planning with a focus on customized, long-term strategies using low-cost, diversified funds combined with fundamental and technical analysis.

Jake Popoff is a financial advisor at HCM Wealth with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Hutchinson Capital Management, Sanford C. Bernstein & Co., LLC, and NYLIFE Securities LLC. HCM Wealth is an independent, SEC-registered investment adviser serving high-net-worth individuals, families, trusts, retirement plans, and charitable organizations, with a focus on capital preservation and a value-oriented investment approach through concentrated equity portfolios and laddered fixed income. The firm also manages assets for state and municipal government clients and employs a proprietary, company-specific research process to support long-term, low-turnover portfolios.

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 bringing 30 years of industry experience. He has been with O'Donnell Financial Services since 2015 and was previously affiliated with Independent Financial Group, LLC. Outside of advisory work, he hosts The Greg O'Donnell Financial Hour, a public speaking engagement focused on financial topics. O'Donnell Financial Services, LLC provides wrap asset management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and business entities. The firm offers tailored advisory services through discretionary and non-discretionary mandates and sub-advisor relationships, employing a range of investment strategies from long-term buy-and-hold to short-term trading.

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 at McClurg Capital Corporation in San Rafael, CA, with 40 years of industry experience. He has been with McClurg Capital since 1994 and holds Series 63 and Series 65 designations. McClurg Capital provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, IRAs, endowments, and charitable organizations. The firm customizes portfolios on an account-by-account basis and employs strategies such as asset-class diversification, bond laddering, and tactical cash management.

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.