John Parker is a financial advisor at Parker Investment Management, LLC in Atherton, CA, holding a Series 65 designation with 15 years of industry experience. He is part of a two-advisor team at the firm. Parker Investment Management serves individual investors, retirement plans, charitable organizations, and corporations, providing discretionary portfolio management and financial planning services. The firm employs a tactical asset allocation strategy using low-cost mutual funds and ETFs, supplemented by proprietary analysis and option overlays for qualified clients, and offers both performance-based and traditional asset-based billing options.

Nathan Walsh is a financial advisor at Occidental Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Occidental Asset Management and Acc Investment Management since 2013. Occidental Asset Management provides wealth management, financial planning, and portfolio management services primarily for high-net-worth individuals and institutional clients. The firm employs a mix of analytical methods and offers both discretionary and non-discretionary services, managing approximately $1.07 billion across nearly 900 separately managed accounts.

Igor Lotsvin is a CFA® charterholder with 18 years of industry experience. He has been with Sage Rhino Capital LLC since 2017 and previously worked at Bank of America and Merrill. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in assets, employing a mix of fundamental, quantitative, sector, and cyclical analysis, and incorporates strategies such as options-related tactics and alternative investments in its portfolios.

Nadine Terman is a financial advisor at Solstein Capital, LLC with 14 years of industry experience. She holds a Series 65 designation and has been with Solstein Capital since 2010. In addition to her advisory role, she serves as a member of Solstein GP, LLC, which manages the affairs of Solstein Capital Partners, L.P. Solstein Capital provides discretionary investment management to high-net-worth individuals, family offices, and institutional investors through private funds and separately managed accounts. The firm employs a value-based, concentrated investment approach focused on fundamental analysis and capital preservation.

Kenneth Sitnick is a financial advisor with Meristead Wealth, LLC, holding Series 63, 65, and 66 licenses and over 21 years of industry experience. He has worked at Stansberry Asset Management since 2018 and has prior experience with Sii Jhfn. Meristead Wealth provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families, offering separately managed accounts and private credit funds with an opportunistic, value-oriented investment approach across global equities and credit.

Clara Basile is a financial advisor at Avalon Capital Management with a Series 65 designation and one year of industry experience. She is part of a three-advisor team based in Menlo Park, CA. Clara has been associated with Avalon Capital Management since 1992. Avalon Capital Management serves individual clients and families, primarily high net worth individuals, offering discretionary investment management along with cash and fixed-income services. The firm utilizes a proprietary, quantitative investment process combined with external research and committee review to implement active, dynamic global asset allocation across multi-asset portfolios.

Aaron Brickley is a CFP® with 18 years of industry experience. He is a principal at Brickley Wealth Management, where he has worked since 2017. Prior to that, he was affiliated with LPL Financial for six years. Brickley Wealth Management provides portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers for individuals, trusts, pension and profit sharing plans, and business entities. The firm employs a long-term, diversified investment approach that combines modern portfolio theory, active and passive funds, ESG screening, and manager due diligence.

Gary De Mera is a financial advisor with RB Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at APW Capital, Inc. and Fsc Securities Corp. Outside of his advisory work, he serves as Co-Trustee managing the Desmond Family Trust and owns Bay Valley Properties, a real estate referral and management business. RB Capital Management, LLC serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management with an emphasis on hedged strategies and managed fixed-income portfolios, integrating personalized financial planning and active portfolio monitoring.

Bugra Bakan is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at Occidental Asset Management, LLC since 2020 and previously spent a decade at Shield Wealth Management. Occidental Asset Management, LLC serves high-net-worth individuals and institutional clients with wealth management, financial planning, and portfolio management services. The firm customizes investment strategies using a combination of fundamental, technical, and cyclical analysis and integrates technology platforms for portfolio implementation.

Denise Farkas is a financial advisor at Sage Rhino Capital LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sage Rhino since 2017, following five years at Merrill. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets and employs a range of strategies including fundamental and quantitative analysis, with the use of derivatives and options-related strategies in separately managed accounts.

Carlo Panaccione is a financial advisor with Navigation Group LLC in Redwood City, CA, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Navigation Group since 1999 and affiliated with LPL Financial, LLC since 1998. He has also engaged in paid speaking on practice management and tools in the past. Navigation Group provides wealth planning, investment management, consulting, and advisory referral services to individuals, including high-net-worth clients, pension and profit-sharing plans, investment companies, and business entities. The firm employs a strategic asset allocation approach combining passive and actively managed funds, integrates investment management with coordinated wealth planning, and manages over $1 billion in client assets.

Martin Miller is a financial advisor at MA Private Wealth, LLC with 34 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2018. Outside of advising, he serves as CEO of Fly Big Blue, LLC, an aviation holding company. MA Private Wealth, LLC manages approximately $584 million for about 350 clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, and select entities. The firm employs a tailored, holistic investment approach focused on fundamental analysis and long-term strategies.

Evan Nelson is a CFP® professional with nine years of industry experience. He has been with Nelson Capital Management, LLC since 2014. Nelson Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other investment advisers. The firm offers comprehensive portfolio management, written financial planning, and retirement plan asset-management services using a fundamental analysis-based investment process that includes ETFs, mutual funds, individual stocks and bonds with both long- and short-term strategies.

Austin Lastinger is a CFP® with nine years of industry experience, currently serving as a financial advisor at Bailard, Inc. since 2016. He holds a Series 65 license and is based in Foster City, California. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals and pension plans. The firm employs an active multi-asset diversification approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable investing options upon request.

Archana Turaga is a financial advisor at Summitry, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Aspiriant LLC, Yellow Brick Road Financial Advisors LLC, and Carlton Pace Wealth Management. Summitry serves individuals and high-net-worth clients, as well as trusts, pension and profit-sharing plans, and investment companies. The firm uses a research-driven, bottom-up investment approach combining internally managed core strategies with independent managers and alternative approaches, while also advising a registered mutual fund.

Glenn Davis is a CFA® charterholder with 30 years of industry experience, currently serving at Bailard, Inc. since 1991. He previously worked at Bailard Fund Services, Inc. from 1991 to 2018. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm employs an active multi-asset approach combining quantitative models, fundamental research, and qualitative judgment, with offerings in sustainable and impact investing, and serves as both a sub-adviser and a manager of affiliated pooled vehicles.

Judy Han is a financial advisor at SVB Wealth with 18 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at multiple SVB-affiliated entities as well as First Citizens Investor Services. Han serves as Managing Director - Client Service, providing wealth management advice to private bank and wealth clients. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients with wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers, offering both discretionary and non-discretionary investment management through its investment adviser representatives.

Michael Faust is a CFA® charterholder with 24 years of industry experience. He has been with Bailard, Inc. since 2008, including five years in his current role. His career spans positions within Bailard Fund Services, Inc. outside of their asset management platform. Bailard provides wealth and asset management services to both individual and institutional clients, employing an active, multi-asset approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base that includes high-net-worth individuals, endowments, foundations, and pension plans, and offers sustainable and impact investing options upon request.

James Vandevoorde is a financial advisor at Summitry, LLC with 30 years of industry experience. He holds the Series 65 designation and previously worked at Vantage Wealth for 33 years before joining Summitry in 2026. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other investment advisers. The firm emphasizes a research-driven, bottom-up investment approach and offers discretionary portfolio management, financial planning, model equity strategies, third-party manager selection, and advisory services to a registered mutual fund.

Richard Larsen is a financial advisor with Team Hewins, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Team Hewins in 2024, he worked at Insight Global from 2019 to 2024. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm emphasizes a structured investment process led by an Investment Committee, with a focus on both discretionary and non-discretionary asset management and specialized retirement plan services.