Shannon Corpuz is a financial advisor with Potentia Wealth in San Jose, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Potentia Wealth, Corpuz worked at Pence Financial Group and LPL Financial. Potentia Wealth provides investment management and financial planning services to individual clients, including high-net-worth individuals, using a combination of discretionary portfolio management and tailored financial planning. The firm integrates fundamental, technical, and top-down analysis with ongoing portfolio monitoring and offers advisory access through LPL Financial platforms and model or third-party manager programs.

Szu Han Wang is a financial advisor at Equita Financial Network, Inc. with one year of industry experience. Wang holds a Series 65 designation and has previously worked at Modern Family Finance, Roche, and Genentech. Equita Financial Network provides financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm focuses on market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with client objectives and risk tolerance.

Deana Moncayo is an advisor at Silicon Valley Capital Partners, L.P., holding a Series 65 designation. She has experience working with private ultra-high-net-worth individuals and spent nine years at Wade Financial Advisory, Inc. Outside of her advisory roles, she has spent time in homemaking. Silicon Valley Capital Partners provides discretionary investment management, financial planning, and consulting to individuals, trusts, charitable organizations, corporations, and other business entities. The firm combines macroeconomic analysis with proprietary models and valuation work to tailor portfolios primarily in equities and fixed income according to client risk tolerance and liquidity needs.

Paul Gelormini is a financial advisor with Promontory Financial Planning, LLC in Los Altos, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Liberty Group, LLC, and he is the owner of Gelormini Financial, a business providing comprehensive wealth management and financial advisory services. Gelormini is also a licensed insurance agent who recommends fixed insurance products as part of his advisory work. Promontory Financial Planning serves individuals, high-net-worth households, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm emphasizes a disciplined investment approach combining fundamental and technical analysis, a multi-advisor team structure, and integrated non-investment services including insurance and accounting.

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. He has worked at SP Asset Management since 2018 and has prior experience at The Leaders Group Inc and Wells Fargo Clearing. Outside of advisory work, he also operates as an independent insurance agent, assisting clients with fixed life insurance products. SP Asset Management provides discretionary portfolio management and financial planning for high-net-worth individuals, retirement plans, trusts, and business entities. The firm manages pooled investment vehicles including private fund of funds in venture capital and private equity, combining substantial assets under management with a small advisory team and a primarily discretionary investment approach.

Suzanne Cox is a financial advisor with BetterWealth LLC in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with BetterWealth since 2015. BetterWealth LLC provides investment advisory and integrated financial planning services to individuals, trusts and estates, retirement plans, and businesses. The firm focuses on long-term asset allocation using mutual funds and ETFs, offers discretionary management, and employs specialty services such as Section 351 exchanges and limited options strategies.

Nicholas Simonian is a CFP® professional with three years of industry experience, currently serving at Concentrum Wealth Management. His prior experience includes roles at Shea Labagh Dobberstein and The McLean Group, as well as eight years at the University of Illinois Chicago. Concentrum Wealth Management serves individuals, high-net-worth households, pension and employee benefit plans, trusts, estates, and corporate clients, specializing in wrap asset management, financial planning, and pension consulting. The firm combines discretionary portfolio management with consultative held-away monitoring and employs a range of investment tools, including derivatives and options strategies, to support tax-efficient asset location and opportunistic rebalancing.

Philip Spencer is a CFA® charterholder with 16 years of industry experience. He has been with Saratoga Research & Investment Management since 2009. Saratoga Research & Investment Management offers discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, endowments, and registered investment companies. The firm employs a long-only, large-cap equity strategy using a four-step process combining quantitative screening, qualitative analysis, and dual valuation methods, managing approximately $2.5 billion across about 2,800 clients.

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.

Kevin Mcclelland is a financial advisor at Heckman Financial & Insurance Services, Inc. in San Jose, CA, holding a Series 65 designation with 16 years of industry experience. He has worked at Heckman Financial & Insurance Services, Inc. since 2011 and owns Leeward Financial & Insurance Services, a separate business focused on life and health insurance sales, annuities, and business consulting. He also has been involved with the Silicon Valley Small Business Development Center since 2014. Heckman Financial & Insurance Services, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, and business entities, offering discretionary asset management, financial planning, and ERISA retirement-plan advisory services. The firm integrates insurance brokerage and tax-preparation services with educational seminars, using fundamental and technical analysis along with third-party managers in its investment approach.

Kevin Swanson is a CFP® with 22 years of industry experience, currently serving at Potentia Wealth. His prior roles include positions at Mariner Independent Advisor Network and LPL Financial. He volunteers on the Finance and Investment Committee for the San Jose State Tower Foundation, overseeing investment compliance and recommendations. Potentia Wealth provides discretionary portfolio management, financial planning, and advisor selection services for individuals, plans, nonprofits, and businesses. The firm customizes portfolios based on client objectives, utilizing a mix of fundamental, technical, and top-down analysis, and emphasizes fee minimization and tax efficiency.

Craig Pine is a financial advisor at Potentia Wealth with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2007, as well as Mariner Independent Advisor Network from 2016 to 2024. Pine currently provides investment advisory services through Potentia RIA, LLC, an independent registered investment advisor. Potentia Wealth offers discretionary portfolio management, financial planning, and selection-of-other-advisor services to individuals, pension/profit-sharing plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives, horizon, and risk tolerance, employing fundamental, technical, and top-down analysis, with an emphasis on minimizing fees and tax impacts.

Milind Dalal is a financial advisor with Clarity Wealth Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Clarity Wealth Advisors since 2013 and previously worked at Purshe Kaplan Sterling Investments for a decade. Outside of his advisory role, he is a member of Statera, LLC, a non-investment related office building entity. Clarity Wealth Advisors serves individual clients, retirement plans, trusts, and other entities, providing discretionary portfolio management, financial planning, and consulting services. The firm employs customized investment strategies using proprietary and third-party model portfolios and manages approximately $601 million in discretionary assets with a small advisory team.

Matthew Casas is a CFA® charterholder with 13 years of industry experience. He has worked at Saratoga Research & Investment Management since 2011. Saratoga Research & Investment Management provides discretionary portfolio management primarily to individuals, including high-net-worth clients, and various institutional clients. The firm employs a long-only, large-cap equity investment approach using quantitative and qualitative analysis, managing approximately $2.5 billion across separately managed accounts, mutual fund sub-advisory, and model portfolios.

Alexis Marriott is a financial advisor at Wealth Architects, LLC in Mountain View, CA, holding a Series 65 credential with less than one year of industry experience. Prior to joining Wealth Architects, Alexis worked briefly at Integris Wealth Management and was involved with Boxing Strong Monterey. Wealth Architects serves individuals, trusts, retirement plans, and charitable organizations by providing comprehensive wealth management and planning services. The firm uses a structured investment process based on modern portfolio theory, offering tailored portfolio management and planning, including tax planning, often on a discretionary basis.

Samuel Mitsui Reyes is a financial advisor at Wealth Architects, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Istituto Lorenzo De Medici, Brighton Jones, Northwestern Mutual, AlloyLabs, and Next Level Burger. Wealth Architects serves individuals, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations by providing comprehensive wealth management, planning, and consulting services. The firm’s investment approach is based on modern portfolio theory, utilizing tailored portfolio management and planning services, with an emphasis on discretionary account management, sub-advisory arrangements, and detailed regulatory disclosures.

Andrew Early is a financial advisor at Saratoga Research & Investment Management with seven years of industry experience. He holds a Series 65 designation and has been with Saratoga Research & Investment Management since 2017. Prior to his current role, he spent a year working at JDog Junk Removal. Saratoga Research & Investment Management is an SEC-registered multi-advisor firm managing approximately $2.5 billion for over 2,500 clients. The firm offers discretionary, long-only separately managed accounts focused on large-cap equity strategies and serves a diverse client base, including high-net-worth individuals, retirement plans, foundations, and corporations.

Eric Hughes is a financial advisor with Valley Wealth Strategies, LLC in Sunnyvale, CA, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial LLC since 2017 and previously at National Planning Corporation from 2013 to 2017. Outside of his advisory role, he operates Rick E. Hughes Financial, focusing on fixed annuities and life insurance. Valley Wealth Strategies advises individuals, families, trusts, and organizations with customized investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis, managing over $1.2 billion in assets, with a notable portion managed on a non-discretionary basis.

Peter Trinh is a CFP® with seven years of industry experience, currently serving as an advisor at Wealth Architects, LLC. His prior work includes roles at Sand Hill Global Advisors and Michael Byrne. Wealth Architects provides comprehensive wealth management and planning services to individual investors, trusts, estates, retirement plans, pension and profit-sharing plans, and charitable organizations. The firm employs a strategic, modern portfolio theory-based investment process tailored to client needs, with discretionary portfolio management primarily using mutual funds, ETFs, and individual debt securities.

William Smithers III is an advisor at Heckman Financial & Insurance Services, Inc. He holds Series 65 and Series 63 licenses and has one year of experience in the financial industry. Prior to joining Heckman Financial, he worked at Coforge Limited, OptimEyes AI, Concentrix Corporation, Symbio Corporation, and Globant S.A. Heckman Financial & Insurance Services serves individuals, trusts, estates, charitable organizations, and business entities, offering discretionary asset management, financial planning, and ERISA retirement-plan advisory services. The firm integrates insurance brokerage and tax-preparation services into its advisory business and provides educational seminars and workshops to the public.