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 financial advisor at Morling Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation. His prior work includes roles in manufacturing, education, and food trading. Morling Financial Advisors serves individuals, families, businesses, and nonprofit organizations with discretionary investment management, financial planning, and pension consulting services. The firm customizes portfolios using a mix of index-based strategies, mutual funds, ETFs, and alternative investments, with ESG integration available upon request.

Veniamin Barinov is a financial advisor at Morling Financial Advisors, LLC with Series 65 credentials and one year of industry experience. Prior to joining Morling Financial Advisors, he held various roles including positions at Teksystems and University of California, Irvine. Outside of his advisory work, he is an author and writer, engaged in writing and editing activities. Morling Financial Advisors serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and nonprofit organizations. The firm offers discretionary investment management, financial planning, and consulting services, using a client-specific strategic asset allocation that combines index-based equity and fixed income, mutual funds, ETFs, and alternative investments.

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.

Sylvia Chin is a Certified Financial Planner® with 22 years of industry experience. She has been with Morling Financial Advisors, LLC since 2009 and previously worked at Woodbury Financial Services, Inc. from 2004 to 2009. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and consulting services. The firm customizes portfolios using a client-specific strategic asset allocation that includes index-based equity and fixed income strategies, mutual funds, ETFs, and alternative investments, and offers ESG integration upon request.

Denise Farkas is a financial advisor at Sage Rhino Capital LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sage Rhino since 2017, following five years at 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 client assets and employs a range of strategies including fundamental and quantitative analysis, with the use of derivatives and options-related strategies in separately managed accounts.

John Nolan is a financial advisor at Malakoff Wealth with five years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Electronics for Imaging, and BDO. Nolan provides investment advisory services through Master Wealth, LLC, an independent investment advisor firm. Malakoff Wealth offers financial planning and consulting services to individuals, trusts, nonprofit organizations, banks, business entities, and pension/profit-sharing plans. The firm focuses on written financial plans and periodic reviews, referring clients to LPL Financial for investment implementation and portfolio supervision, and emphasizes manager evaluation without discretionary portfolio management or percentage-based fees.

Brandon Kurz is a CFP®-certified financial advisor at DiversiFi Capital Inc with 12 years of industry experience. He has worked at several firms including Mercer Advisors and Aldrich Wealth LP before joining DiversiFi Capital, where he has been since 2018. Kurz also receives compensation for assisting clients with life insurance enrollment and real estate purchase guidance during financial planning meetings. 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 employs a disciplined investment process incorporating fundamental, technical, and quantitative analysis, with a focus on social-impact investing and private fund sponsorship in frontier technology sectors.

Bradley Haupt is a financial advisor with American Investors Company, holding a Series 63 designation and bringing 49 years of industry experience. He has been with American Investors Company since 2006 and also operates Allied Tax Planners, where he provides tax preparation, planning, and audit representation services. American Investors Company serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with investment advisory and financial planning services. The firm offers both discretionary and non-discretionary asset management, financial planning, 401(k) investment monitoring, and conducts evaluations of third-party money managers, combining broker-dealer and SEC-registered adviser activities.

Saul Greene is a financial advisor at Kaizen Financial Strategies, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Cyberpress, Waddell & Reed, Inc., and Ameriprise. In addition to his advisory role, he is also licensed as an insurance agent in Milpitas, CA. Kaizen Financial Strategies serves individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations with financial planning, retirement plan consulting, and asset management. The firm employs a diversified investment approach including fundamental, technical, and sector analysis, and offers managed accounts utilizing advanced strategies such as options, margin, and hedging within its wrap-fee program.

Evan Nelson is a CFP® professional with nine years of industry experience. He has been with Nelson Capital Management, LLC since 2014. Nelson Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other investment advisers. The firm offers comprehensive portfolio management, written financial planning, and retirement plan asset-management services using a fundamental analysis-based investment process that includes ETFs, mutual funds, individual stocks and bonds with both long- and short-term strategies.

Judy Han is a financial advisor at SVB Wealth with 18 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at several affiliated entities including Silicon Valley Bank and First Citizens Investor Services. Han currently serves as Managing Director – Client Service, providing wealth management advice to private bank and wealth clients. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services with investment advice delivered primarily through its investment adviser representatives who utilize a disciplined due diligence process and oversight.

Matthew Weaver is a CFA® charterholder with 12 years of industry experience. He has worked at Prosperitas Financial, LLC since 2026 and previously spent a decade at LPL Financial. His background also includes roles at Fremont Bank and Bedell Frazier Investment Counselling. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm employs a mix of analytical approaches to build individualized portfolios and manages approximately $812 million for about 1,745 clients.

Mamta Trivedi is a financial advisor with Kestra Private Wealth Services, LLC in Palo Alto, CA, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. Her prior roles include positions at Goldman Sachs, Fidelity Brokerage Services, and Wells Fargo Clearing. Kestra Private Wealth Services delivers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individual and institutional clients with a range of investment products and platforms, offering both discretionary and non-discretionary arrangements and additional specialized services.

Miriam Santiago is a CFP® professional at Sand Hill Global Advisors, LLC with five years of industry experience. She previously worked at Beacon Pointe Advisors for six years. Sand Hill Global Advisors serves high-net-worth individuals, families, trusts, nonprofits, pension and profit-sharing plans, and other business entities. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines macro analysis with bottom-up research across active and passive vehicles.

Cliff Loh is a CFP® and holds a Series 65 license, with 10 years of industry experience. He has worked at Aspiriant, LLC since 2017, following two years at Stanford Investment Group, Inc. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm emphasizes customized investment strategies and offers extended family office capabilities, including accounting, banking, and targeted consulting services.

Mark Strahs is a financial advisor at Sand Hill Global Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Sand Hill Global Advisors since 2016. Sand Hill Global Advisors provides discretionary investment management, wealth management, and comprehensive financial planning services to high-net-worth individuals, families, trusts, nonprofits, pension and profit-sharing plans, and business entities. The firm employs a long-term fundamental research approach with strategic asset allocation, using an open-architecture mix of active and passive vehicles, separately managed accounts, and other investment strategies.

Julie Schatz is a CFP® with 22 years of industry experience and is currently an advisor at Forum Financial Management, LP. She previously worked at Investor's Capital Management, LLC for 17 years. Outside of her advisory role, she serves on the board of directors for ChemGrout Inc., a manufacturing company specializing in grouting equipment. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients, while also serving as a sub-advisor and turnkey asset management platform for other independent RIAs. The firm manages model portfolios primarily using DFA institutional mutual funds and ETFs, operating with a Modern Portfolio Theory approach.

Kimberleigh Williams is a CFP® at Sand Hill Global Advisors, LLC with 14 years of industry experience. She has been with Sand Hill Global Advisors since 1998. Sand Hill Global Advisors provides discretionary investment management, wealth management, and comprehensive financial planning to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and business entities. The firm emphasizes long-term fundamental research and strategic asset allocation, managing portfolios through a mix of active and passive investments customized via written investment policy statements and overseen by an internal investment committee.