Tyler Craig is a financial advisor at Barry Investment Advisors, LLC with 11 years at the firm and three years of industry experience. He holds a Series 65 designation and is based in Half Moon Bay, California. Barry Investment Advisors provides wealth management and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm uses a Balanced Global Value approach that combines equities, fixed income, and cash across domestic and international markets, grounded in a Graham and Dodd value discipline.

Judy Lee is a financial advisor at Forthright Capital with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms including Prudential Insurance Company of America and New York Life Insurance Company. In addition to her advisory role, she is involved with Forthright Capital Partners, LLC as an insurance agent focused on individual life insurance and fixed annuity products. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets and serves individuals, retirement plans, corporations, and charitable organizations. The firm primarily employs passive investment management using model portfolios and outside managers tailored to individual investment policy statements, with regular quarterly account reviews and oversight.

Jonathan Masse is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Penserra Wealth Management. His prior experience includes roles at Perigon Wealth Management, Bank of America, Merrill, and several other firms. Outside of advising, Masse teaches CFA exam review courses and university classes at UC Berkeley Extension and Santa Clara University, and he conducts occasional consulting on alternative investments. Penserra Wealth Management is an SEC-registered investment adviser that offers portfolio management, financial planning, pension consulting, concierge administrative services, and sub-advisory solutions. The firm employs a multi-disciplinary investment approach incorporating fundamental, technical, cyclical, and economic analysis, managing discretionary client assets primarily through strategic and tactical strategies.

Mitone Griffiths is a financial advisor at Vantage Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Vantage Wealth Management since 2007, also affiliated with LPL Financial LLC since 2014. Outside of his advisory role, he is a notary public in San Mateo, CA. Vantage Wealth Management serves individuals, including high-net-worth clients, as well as trusts, retirement plans, charities, corporations, and broker-dealers, providing personalized financial planning and asset management. The firm manages approximately $897 million in assets and builds customized portfolios using mutual funds and ETFs, applying strategic rebalancing and tactical adjustments across multiple platforms.

Lily Zhang is a CFP® with seven years of industry experience, currently serving as an advisor at Diversifi Capital Inc in Los Altos, CA. She has been with DiversiFi Capital LLC (formerly Compass Capital Management) since 2018. Prior to her advisory role, she spent seven years at the University of California, Berkeley in Electrical Engineering and Computer Science. DiversiFi Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $671 million in assets. The firm combines fundamental, technical, charting, and quantitative analysis in its investment approach and serves as a private fund sponsor and adviser with a focus on frontier technology investments.

Robert Moses Jr. is a CFA® charterholder with 13 years of industry experience. He is a member of the team at Alpha Solutions Investment Advisors and has held roles there since 2013. Outside of his advisory work, he oversees inventory management at ShopRite, a non-investment related business. Alpha Solutions Investment Advisors is an SEC-registered, fee-only firm managing approximately $509 million in discretionary assets. The firm serves individual and high-net-worth investors as well as institutional clients, offering discretionary portfolio management and customized wealth planning with a focus on exchange-traded instruments and alternative assets.

Karen Franco is a financial advisor with Navigation Group LLC in Redwood Shores, CA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has worked with LPL Financial LLC since 2006 and has been involved with Navigation Group, Inc. since 2003. Outside of her advisory roles, she is involved in operating Whispering Hills Horse Ranch. Navigation Group provides discretionary investment management and comprehensive wealth planning primarily for individual and high-net-worth households, as well as pension plans, business entities, and investment companies. The firm’s investment approach emphasizes strategic asset allocation with a combination of passive index funds and actively managed mutual funds or ETFs, coordinated with tax and estate planning considerations.

Alfred Au is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with DiversiFi Capital Inc for eight years, following prior roles at Dragon Global Services, LLC, and Dragon Financial and Investment Group, LLC. Au is also a member of the holding company Dragon Global Services, which wholly owns Dragon Financial Group. DiversiFi Capital Inc provides investment advisory and financial planning services primarily to individual and high-net-worth clients, while also advising pooled investment vehicles. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and quantitative analysis, and sponsors private funds and special purpose vehicles focused on frontier technology investments.

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.

Caroline Novak is a financial advisor at Sage Rhino Capital LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Morgan Stanley. Novak has been with Sage Rhino Capital since 2017, contributing to the firm’s team of nine advisors based in Menlo Park, CA. Sage Rhino Capital LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $883.7 million in discretionary assets and employs a diverse investment process that includes option strategies and other derivatives within separately managed accounts and sub-advised strategies.

William Gordon is a Series 65-credentialed advisor with seven years of industry experience. He is currently with Cypress Wealth Services, LLC and previously worked at Perigon Wealth Management, LLC. Outside of his advisory role, he serves as Vice President of Business Development at The Business Advantage Group Ltd. Cypress Wealth Services manages approximately $1.34 billion on a discretionary basis for over 800 clients. The firm offers customized investment management, financial planning, and retirement plan consulting primarily to high net worth individuals, families, trusts, estates, and businesses.

Thomas Lowish is a CFP® professional at DiversiFi Capital Inc with four years of industry experience. He has been with DiversiFi Capital since 2022. DiversiFi Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as pooled investment vehicles. The firm combines fundamental, technical, and quantitative analysis in its investment approach and manages several 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 the Series 65 and Series 63 licenses and has worked at firms including Sanford C. Bernstein & Co., Echelon Asset Management, and Windhaven Investment Management. Revenaugh has been with Avalon Capital Management since 2020. Avalon Capital Management serves high net worth individuals and families, providing discretionary investment management and cash management services across a multi-asset framework. The firm uses proprietary quantitative analysis combined with external research to implement active, global asset allocation strategies primarily through exchange-traded products.

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.

Nathalie Lai is a financial advisor at Alpha Solutions Investment Advisors with a Series 65 designation and one year of industry experience. Prior to joining the firm, she worked in dental practices, including Tamir Wardany DDS and Union Square Dental Group. Outside of financial advising, she is actively engaged as a practicing dentist at Lands End Dental. Alpha Solutions Investment Advisors is an SEC-registered, fee-only firm managing approximately $509 million in discretionary assets. The firm serves individual and high-net-worth investors as well as institutional and pooled clients, employing a combined fundamental and technical investment approach with a focus on discretionary portfolio management across a range of asset classes.

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 Series 66 credentialed advisor with 25 years of industry experience. She is affiliated with Vantage Wealth Management, LLC, where she has worked since 2010, and previously worked at LPL Financial and Securian Financial Services. Navarro is also involved in insurance-related activities through Vantage Wealth Management. Vantage Wealth Management is a multi-advisor SEC-registered firm serving individuals, high-net-worth clients, trusts, and businesses. The firm employs customized asset-allocation strategies primarily with mutual funds and ETFs, offering both discretionary and non-discretionary portfolio management as well as financial planning.

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.