Erica Arroyo is a financial advisor at MA Private Wealth, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at MA Private Wealth since 2018, following four years at Ameriprise Financial Services, Inc. MA Private Wealth, LLC manages approximately $584 million for about 350 clients, offering discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm serves individuals, families, trusts, and select entities, using a tailored, long-term investment approach based on fundamental analysis and detailed client profiling.

Bradford Dinsmore is a financial advisor at Cornerstone Capital, Inc. with 28 years of industry experience. He has been with Petersen, Flynn & Dinsmore, Inc. since 1995. Cornerstone Capital, Inc. provides investment management to individuals, trusts, estates, charitable organizations, and institutional clients through separately managed equity and fixed-income accounts. The firm follows a capital preservation philosophy that integrates fundamental, technical, and cyclical analysis, managing approximately $1.26 billion with a small team and maintaining a relatively concentrated yet diversified portfolio approach.

Caroline Novak is a financial advisor at Sage Rhino Capital LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. 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 derivatives and options to align portfolios with client objectives.

William Gordon is a financial advisor at Cypress Wealth Services, LLC with six years of industry experience. He holds the Series 65 designation and previously worked at Perigon Wealth Management, LLC. Gordon also serves as Vice President of Business Development at The Business Advantage Group Ltd., a role he has held since 2015. Cypress Wealth Services is an SEC-registered advisory firm managing approximately $965.5 million for over 700 clients. The firm serves high-net-worth individuals, families, trusts, estates, and businesses, offering discretionary investment management, financial planning, and retirement plan consulting with a focus on fundamental analysis and long-term portfolio construction.

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.

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.

Tom O'Brien is a CFP® and ChFC® with 17 years of industry experience. He has worked at Vantage Wealth Management, LLC since 2020 and previously held positions at Securian Financial Services, Sgc, and Minnesota Life Insurance Co. from 2008 to 2020. Vantage Wealth Management serves individuals, including high-net-worth clients, as well as trusts, retirement plans, charities, corporations, and broker-dealers. The firm offers personalized financial planning and asset management, focusing on diversified portfolios with strategic and tactical adjustments across multiple investment platforms.

Allan Leung is a CFP® professional at PlanVision, LLC with one year of industry experience. His prior work includes roles at H&R Block, Monroe Wealth Management, and LiveWell Capital. PlanVision provides fee-only financial planning and consulting primarily to high-net-worth individuals through written plans and ad-hoc consultations. The firm emphasizes a long-term, passive investment approach and delivers advice without managing client assets or requiring clients to implement recommendations through PlanVision.

Brandy Navarro is a CFP®, ChFC®, and holds a Series 66 license with 24 years of industry experience. She has worked at LPL Financial LLC since 2014 and has been with Vantage Wealth Management, LLC since 2010. In addition to her advisory role, she is involved in insurance-related activities including life, disability, and long-term care insurance. Vantage Wealth Management serves individuals, trusts, retirement plans, charities, corporations, and broker-dealers, managing approximately $897 million in client assets through a seven-advisor team. The firm offers personalized financial planning and asset management with a focus on diversified portfolios using mutual funds and ETFs, employing both strategic rebalancing and tactical adjustments.

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.

Caroline Gorham is a CFP® at Neumann Capital Management with three years of industry experience. She has been with Neumann Capital Management since 2016. Neumann Capital Management is a fee-only wealth management firm managing approximately $630 million for around 191 clients, including individuals, high-net-worth individuals, trusts, and charitable organizations. The firm offers comprehensive and essential wealth management programs, employing strategic asset allocation, proprietary screening, and Monte Carlo simulations in its investment process.

Carissa Yen is a Series 65 licensed financial advisor with three years of industry experience. She currently works at Brickley Wealth Management and previously held roles at Summitry LLC and Clarity Wealth Advisors LLC. Brickley Wealth Management serves individuals, trusts, pension and profit sharing plans, and business entities by providing portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm employs a long-term, diversified investment approach that combines modern portfolio theory with active and passive funds, ESG screening, and manager due diligence.

Erik Davis is a CFP® professional with 33 years of industry experience. He has been with Navigation Group LLC since 2000 and is also associated with LPL Financial, LLC since 1998. Based in Redwood City, CA, he holds a Series 63 license. Navigation Group provides discretionary investment management and comprehensive wealth planning primarily for individual and high-net-worth households, along with pension plans and business entities. The firm’s investment approach emphasizes strategic asset allocation with a mix of passive index funds and actively managed mutual funds or ETFs, coordinated with tax and estate planning considerations.

Stephen Brickley is a financial advisor with Brickley Wealth Management in San Mateo, CA, holding a Series 66 designation and 26 years of industry experience. He previously worked at LPL Financial from 1999 to 2017 and has been associated with Brickley & Company CPA since 1985. He serves as an appointed member of the Audit and Finance Committee for the Town of Atherton, CA. Brickley Wealth Management offers comprehensive portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pension and profit-sharing plans, and business entities. The firm combines modern portfolio theory with active and passive investment strategies, ESG screening, and manager due diligence, overseeing over $824 million in discretionary assets.

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 22 years of industry experience. He has worked at Stansberry Asset Management since 2018 and previously held positions at Sii Jhfn and managed rental properties. Meristead Wealth, LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and families. The firm employs a value-oriented investment approach that combines top-down macro analysis with fundamental bottom-up research across global equities and credit, and it manages multiple private credit funds targeted to accredited and qualified investors.

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.