Stephen Philliber is a financial advisor at WP Advisors, LLC in South San Francisco, CA, with 26 years of industry experience. He has been with WP Advisors since 1999 and holds Series 63 and Series 65 designations. WP Advisors provides personalized investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm creates customized portfolios based on client goals and risk profiles, using fundamental analysis and a mix of long- and short-term strategies, and manages approximately $506 million in client assets.

Shane Clark is a Series 65-licensed financial advisor with six years of industry experience. He is currently affiliated with International Asset Management and serves as an Investment Advisor Representative and Chief Compliance Officer at Odyssey Wealth LLC. Clark’s prior work includes a position at Cross Border Planning. International Asset Management is a team-based registered investment adviser serving individual clients, high-net-worth and expatriate investors, other advisory firms, and small businesses. The firm emphasizes a global investment approach with attention to currency hedging and cross-border tax considerations, managing approximately $173 million for about 188 clients.

Shijun Liu is a financial advisor at Parker Investment Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Parker Investment Management since 2010. The firm serves individual investors, retirement plans, charitable organizations, and corporations by providing discretionary portfolio management and financial planning services. Parker Investment Management employs a tactical asset allocation approach using low-cost mutual funds and ETFs, supplemented by proprietary analysis and option strategies for qualified clients.

Justin Mazzon is a CFA® charterholder at Wealth Architects, LLC with six years of industry experience. Before joining Wealth Architects in 2020, he worked at American Blue Chip Investment Management and held positions at the University of California, Berkeley, College of Marin, and Crate and Barrel. Wealth Architects serves individuals, trusts, estates, retirement plans, pension and profit-sharing plans, and charitable organizations with comprehensive wealth management and planning services. The firm’s investment approach is based on modern portfolio theory and includes tailored portfolio management, ongoing monitoring, and the use of sub-advisors to implement specific strategies.

Keli Cole is a financial advisor at Avalon Capital Management in Menlo Park, CA, holding a Series 65 designation with five years of experience in the industry. Prior to joining Avalon, she worked at Capstone Financial Group and KPMG. Avalon Capital Management serves high net worth individuals and families, offering discretionary investment management alongside cash management and fixed-income services. The firm uses a proprietary, quantitative investment process combined with external research and investment-committee review to implement dynamic global asset allocation across a multi-asset framework.

Darcy Smoot is a CFA® charterholder with nine years of industry experience and has been with Nelson Capital Management, LLC since 2014. He holds a Series 63 license and is based in Menlo Park, CA. Nelson Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other investment advisers. The firm provides portfolio management, financial planning, and retirement plan asset-management services, employing a fundamental analysis approach with a mix of ETFs, mutual funds, stocks, and bonds across long- and short-term strategies.

Ebi Mathew is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brickley Wealth Management. Prior to joining Brickley Wealth Management, Mathew worked at Wealth Architects, LLC and held various roles at Northwestern Mutual and Ameriprise. Brickley Wealth Management provides portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pensions, and businesses. The firm’s investment approach combines modern portfolio theory with active and passive funds, ESG screening, and manager due diligence, serving clients through ongoing monitoring and diversified, long-term strategies.

Anthony Sam is a Series 65-licensed financial advisor with 15 years of industry experience. He is a member of the advisory team at Alpha Solutions Investment Advisors and has held leadership roles at Xtronx, Inc., a digital video billboard company, where he serves as Executive Vice President of Operations. He also serves on the boards of Valstock Management Inc. and WSJ Management LLC, both real estate-related businesses. Alpha Solutions Investment Advisors is an SEC-registered, fee-only firm managing approximately $509 million in discretionary assets. The firm serves individual, high-net-worth, and institutional clients, employing a combined fundamental and technical investment approach through discretionary portfolio management that includes equities, fixed income, and alternative assets.

Brendan Connaughton is a financial advisor at Catalyst Private Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Mutual Advisors, LLC and ClearPath Capital Partners LLC. Outside of his advisory role, he is an investor in a media application that assists users with custom video trailer creation. Catalyst Private Wealth serves individuals, trusts, retirement plans, and institutions by providing discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection. The firm employs both active and passive investment strategies, using multiple analytical methods to create diversified portfolios tailored to clients’ goals and risk tolerances.

Amy Cono is a CFP® with 17 years of industry experience. She is currently with Wealth Architects, LLC, where she has worked since 2024, following a nine-year tenure at Lion Street Financial. Wealth Architects serves individuals, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations by providing comprehensive wealth management along with wealth planning and consulting. The firm employs a modern portfolio theory-based investment process and offers tailored portfolio management and planning services, including tax planning, delivered on a fixed-fee or hourly basis.

Mitchell Sands is a financial advisor at Catalyst Private Wealth, LLC in San Mateo, CA, holding Series 65 and Series 63 licenses with 12 years of industry experience. He has worked at Catalyst Private Wealth and Emerson Equity since 2019, and previously at Mutual Advisors, LLC and ClearPath Capital Partners LLC. Sands is a partner and founder at Catalyst Private Wealth. Catalyst Private Wealth is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and institutions. The firm employs both active and passive investment strategies using various analytical methods to tailor diversified portfolios aligned with client goals and risk tolerances.

Scott Schwartz is a CFP® with 23 years of industry experience, currently serving as the sole advisor at EntentVest Inc. He has worked at various firms including Alexander Beard (USA) LLC and American Airlines. Outside of financial advising, Schwartz is a licensed pilot and flight instructor, serves on the Board of Directors and as President of the Rotary Club, and is the author of *Investing in a New Climate: A Sustainable Approach to Investing & Living in a New Climate*. EntentVest Inc. provides discretionary portfolio management, financial planning, and pension and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes sustainable (ESG) investing and utilizes a digital platform for automated trading, rebalancing, and reporting, offering institutional-level services uncommon for an independent firm of its size.

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.

Sonja Breeding is a CFP® with 13 years of industry experience, currently serving as an advisor at Rebalance LLC since 2021. Prior to joining Rebalance, she worked at Homewood Capital Management, Inc. from 2008 to 2021. She holds a California insurance license but is not actively engaged in insurance sales. Rebalance LLC provides investment management, financial planning, and decision-support through its Rebalance360 program to individuals, retirement plans, pooled vehicles, and charitable organizations. The firm manages approximately $1.56 billion in discretionary assets across several hundred accounts, employing a strategic asset allocation framework focused on ETFs and long-term rebalancing.

Erin Hadley is a CFP® with 14 years of industry experience. She has worked at Occidental Asset Management, LLC since 2015 and previously spent four years with Personal Financial Consultants Securities Corporation. Occidental Asset Management, LLC serves high-net-worth individuals and institutional clients, managing approximately $1.4 billion across roughly 945 accounts. The firm employs a discretionary approach using fundamental, technical, and cyclical analysis, and offers wealth management, portfolio management, and financial planning services through a 12-advisor team spread across six offices.

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.

Bryan Wilson is a financial advisor with Catalyst Private Wealth, LLC in San Mateo, CA, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Emerson Equity LLC since 2019 and has been with Catalyst Private Wealth since 2018, where he is a partner and co-founder involved in both client advisory and firm management. Catalyst Private Wealth is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and institutions with investment management, financial planning, and consulting services. The firm employs both active and passive investment approaches, using multiple methods of analysis to build diversified portfolios tailored to client goals and risk tolerances.

Sultan Beardsley is a financial advisor at Twin Peaks Wealth Advisors with a Series 65 credential and three years of industry experience. His prior roles include positions at LPL Financial and Swing Education. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, high-net-worth families, trusts, retirement plans, and other entities. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, offering discretionary portfolio management and integrated financial planning through separately managed accounts and specialized sub-advisory strategies.

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.

John Lee is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Vantage Wealth Management, LLC since 2015. He previously worked at LPL Financial, LLC, beginning in the same year. Outside of his advisory role, Lee is a board member of The Schultz Celebrity Golf Classic, an annual fundraising event supporting Sonoma County children's charities. Vantage Wealth Management is a multi-advisor SEC-registered firm managing over $1.1 billion in assets, providing financial planning and portfolio management to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and small businesses. The firm uses a customized asset-allocation approach with mutual funds and ETFs, employing both strategic and tactical allocation supported by multiple third-party platforms.