Thomas Lowish is a CFP® with four years of industry experience, currently serving as an advisor at Diversifi Capital Inc in Los Altos, CA. He has been with DiversiFi Capital LLC since 2022. DiversiFi Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients and also advises pooled investment vehicles. The firm combines fundamental, technical, and quantitative analysis in its investment process and manages multiple private funds and special purpose vehicles focused on frontier technology investments.

Robert Valentine is a Series 66-licensed financial advisor with 14 years of industry experience. He has been with RPG Investment Advisory, LLC since 2014. The firm provides portfolio management and financial planning services primarily to high-net-worth individuals, managing approximately $1.04 billion in client assets. RPG uses firm-developed model portfolios and employs both fundamental and technical analysis to tailor investment strategies based on client objectives and risk tolerance.

Ross Revenaugh is a financial advisor at Avalon Capital Management with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Sanford C. Bernstein & Co., LLC, Echelon Asset Management, and as an independent consultant. He has been with Avalon Capital Management since 2020. Avalon Capital Management serves high net worth individuals and families, offering discretionary investment management, cash management, and fixed-income services. The firm uses a proprietary, quantitative investment process combined with external research to implement active, dynamic global asset allocation across multiple asset classes.

Christopher Connolly is a financial advisor at Mirador Capital Partners with one year of industry experience. He holds a Series 65 designation and has prior experience at Stonecastle Land and Home Financial and Service Champions. Outside of his advisory role, he owns and operates CJC Lending Corp., a mortgage brokerage business. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses with discretionary portfolio management, financial planning, and estate-planning coordination. The firm employs a top-down fundamental investment approach supplemented by technical analysis and offers a range of asset-allocation models across public and private securities and alternative investments.

Joseph Garcia is a financial advisor at Mirador Capital Partners with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill Lynch and Bank of America prior to joining Mirador in 2019. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses by providing discretionary portfolio management, financial planning, estate-planning coordination, and plan-sponsor retirement consulting. The firm employs a top-down fundamental investment approach supplemented by technical analysis and offers a variety of asset-allocation models across public and private securities and alternative vehicles.

Nicole Glazer is a financial advisor at Sage Rhino Capital LLC with nine years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2014 to 2017. 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, utilizing a range of securities and strategies including options-related approaches and alternative investments.

Matthew Shibata is a CFA® charterholder with 17 years of industry experience. He has been with Morling Financial Advisors, LLC since 2009. The firm serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations, offering discretionary investment management, financial planning, and pension/retirement plan consulting. Morling Financial Advisors typically implements portfolios using index-based strategies, mutual funds, ETFs, equities, fixed income, and alternative vehicles, while maintaining client relationships and monitoring through a team of 15 advisors.

Iftikhar Ahmed is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Kaizen Financial Strategies, LLC since 2018. Prior to joining Kaizen, he worked at Waddell & Reed, Inc for three years. He also holds an insurance agent designation. Kaizen Financial Strategies works with individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations to provide financial planning, retirement plan consulting, and asset management. The firm employs a range of investment strategies, including advanced options and margin techniques, and offers tailored wrap-fee accounts as part of its Enhanced Income Portfolios program.

Benjamin Feiner is a financial advisor at Morling Financial Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Summitry, LLC and First Republic PWM. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm offers discretionary investment management and financial planning, typically implementing portfolios through index-based strategies, mutual funds, ETFs, listed equities, fixed income, and alternative investments.

Carol Wikle is a CFP® professional with 27 years of industry experience. She has been with Mirador Capital Partners since 2015. Outside of her advisory role, she holds an interest as a convertible promissory note holder in a fractional real estate business. Mirador Capital Partners serves individuals, trusts, pension and profit-sharing plans, and small businesses with portfolio management, financial planning, and retirement consulting. The firm employs a top-down fundamental investment approach supplemented by technical analysis and uses multiple proprietary strategies tailored to client needs.

Matthew Vera is a financial advisor at RPG Investment Advisory, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has been with RPG Investment Advisory since 2014. RPG Investment Advisory provides portfolio management and financial planning services to high-net-worth individuals. The firm employs firm-developed model portfolios and combines fundamental and technical analysis to manage approximately $1.04 billion in client assets across discretionary and non-discretionary arrangements.

Ronald Moore is a financial advisor at CS Planning Corp with one year of industry experience. He holds a Series 65 designation and previously worked at Arm, Inc. from 2010 to 2024. Moore is also the CEO and Chairman of the Board of NPV Growth & Income Fund, LLC, an investment-related business specializing in securities trading. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base. The firm employs a multi-advisor model and constructs broadly diversified portfolios using systematic strategies tailored to client risk tolerance and goals.

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.

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.

Mark Swoboda Jr. is a financial advisor at Mirador Capital Partners with three years of industry experience. He holds a Series 65 designation and previously worked at Okta, Inc. and Autodesk, Inc. Mirador Capital Partners advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and small businesses, offering portfolio management, financial planning, and retirement consulting. The firm uses a top-down fundamental analysis approach supplemented by technical analysis and employs multiple proprietary investment strategies across various asset classes.

Nicolas Vieville is a Series 65-licensed advisor at Morling Financial Advisors, LLC with one year of industry experience. Prior to joining Morling Financial Advisors in 2024, he held various roles including positions at Performant Manufacturing and General Mills. Morling Financial Advisors is an independent registered investment adviser serving individuals, families, trusts, businesses, retirement plans, and non-profit organizations. The firm offers discretionary investment management, financial planning, and pension consulting, employing strategic asset allocations through a combination of index-based strategies, third-party sub-advisors, and alternative pooled vehicles.

Veniamin Barinov is a financial advisor at Morling Financial Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Morling Financial Advisors, he worked at Teksystems and has held various roles in education. Outside of his advisory work, he is a self-employed author and writer. Morling Financial Advisors is an independent registered investment adviser serving individuals, families, trusts, businesses, retirement plans, and non-profit organizations. The firm offers discretionary investment management and financial planning, typically implementing portfolios through index-based strategies, mutual funds, ETFs, listed equities, fixed income, and alternative investments, while maintaining client relationships and regular account reviews.

Stuart Friedman is a Series 65-licensed financial advisor with Riley Friedman Asset Management in Los Altos, CA, bringing 23 years of industry experience. He has worked with Riley Friedman Asset Management since 2011 and Denaris Advisors, LLC since 2013. Riley Friedman Asset Management provides ongoing portfolio management and integrated basic financial planning to individuals, high-net-worth individuals, and pension/profit-sharing plans. The firm employs a fundamental, long-term, value-oriented investment approach focused on capital preservation, transparency, liquidity, and diversification.

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.