Peter Sizhong Mu

Michael Garber is a CFP® with eight years of industry experience and the principal of Michael Garber Financial Planning, an independent advisory firm. He has worked at Keysight Technologies, Inc. since 2014 in an internal organizational consultant role focused on sales skills development. Michael Garber Financial Planning serves individuals and families through a fee-only, independent model offering comprehensive financial planning, investment consulting, tax preparation, estate-plan review, risk management, and small-business planning. The firm emphasizes a long-term, cost-minimizing investment approach using passive vehicles and operates on a retainer- and project-based fee structure without discretionary trading authority or acceptance of commissions.

William Barsi is a financial advisor at Koda Capital Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked at T3 Trading Group, LLC and Merrill Lynch. Koda Capital Management LLC provides discretionary portfolio management and standalone financial planning services to individuals, including high-net-worth clients. The firm’s investment approach combines charting, fundamental, quantitative, and technical analysis, employing a range of strategies including margin and short sales across various asset classes.

Daniel Mc Court is a financial advisor with Financial Planning Associates in Aptos, CA, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He has been with Financial Planning Associates in his current role since 2021 and previously worked at The DC Group Advisory Services Inc. and Surf City Coffee Co., Inc. Mr. Mc Court is also a practicing Enrolled Agent providing tax preparation and advice as a separate business. Financial Planning Associates serves individuals and small businesses by offering financial planning and referring clients to third-party investment advisers for portfolio management. The firm focuses on developing client risk profiles and ongoing monitoring of selected managers, providing financial planning as a distinct service while guiding investment manager selection.

Jane Kelley is a financial advisor with 44 years of industry experience. She operates independently under the firm Jane C. Kelley and holds the CFP® designation along with Series 63 and Series 65 licenses. Her career includes over three decades at Royal Alliance and ongoing advisory roles through her own RIA entities. She also provides personal financial planning consultation as the owner of a sole proprietorship. Her firm offers financial planning and consulting services to individuals, small-business owners, and heirs on an hourly basis, focusing on long-term, non-discretionary advice related to cash management, tax, retirement, education funding, and estate planning. Transactions for recommended investment products are processed through an affiliated broker-dealer.

Alex Baier is a CFP®-certified financial advisor with 11 years of industry experience. He has worked at Northwestern Mutual Wealth Management Company and Foresters Financial Services before joining RLS Private Wealth Consulting, Inc., where he has been since 2025. RLS Private Wealth Consulting serves families, business owners, and high-net-worth clients with family office and comprehensive planning services. The firm focuses on operational and governance functions alongside investment consulting and holistic wealth-planning advice.

Jon Eric Kronvall is a financial advisor at Wealth Innovation with over 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo and OneDigital Investment Advisors. In addition to his advisory role, he owns and consults for Esoteric Advisors, providing expert witness services unrelated to investment management. Wealth Innovation offers investment advisory and portfolio management services primarily to high net-worth individuals. The firm employs a discretionary approach with a mix of fundamental and technical analysis, managing approximately $12.7 million in assets across a small client base.