Lucas Mosher is a financial advisor with SP Asset Management LLC in Cupertino, CA, holding Series 63, 65, and 66 licenses and bringing six years of industry experience. His prior work includes roles at The Leaders Group Inc, Wells Fargo Clearing, Wells Fargo Advisors, and NB Wealth Management. In addition to his advisory duties, he works as an independent insurance agent assisting clients with fixed life insurance products. SP Asset Management provides discretionary portfolio management and financial planning services primarily to high-net-worth individuals, retirement plans, trusts, and business entities. The firm manages approximately $1.9 billion in assets and also advises private fund of funds investments alongside individual client portfolios.

Sandeep Pandya is a Series 65-licensed advisor with SP Asset Management LLC in Cupertino, CA, where he has worked since 1995. He has 31 years of industry experience. Pandya is also the president and owner of Pandya Insurance Services LLC, which provides life, health, and property and casualty insurance policies, and serves as general partner of SP-Accolade SPV, LP, a private fund-of-funds investing in venture and private equity. SP Asset Management advises primarily high-net-worth individuals, pension and retirement plans, trusts, and business entities, offering discretionary portfolio management and financial planning. The firm manages accounts using fundamental securities analysis and asset-allocation strategies, and also advises pooled investment vehicles and private funds focused on venture capital and private equity.