Christopher Missirlian is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Wealth Architects, LLC since 2023 and previously spent seven years at Parkworth Wealth Management, Inc. Wealth Architects serves individuals, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations, offering comprehensive wealth management alongside wealth planning and consulting. The firm’s investment process is based on modern portfolio theory and includes tailored portfolio management with documented client testimonials and a formal Board of Advisors coordination service.

Tierney Bosset is a CFP® and holds a Series 65 license with three years of industry experience. She has been with Saratoga Research & Investment Management since 2019, following a brief tenure at Mutual Advisors, LLC. Saratoga Research & Investment Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as various institutional clients such as pension plans, endowments, and registered investment companies. The firm employs a long-only approach focused on large-cap equities, using a structured process that combines quantitative screening with qualitative analysis and dual valuation techniques.

Charles Tran is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with Wealth Architects, LLC and previously worked at Allworth Financial and Silicon Valley Wealth Advisors. Wealth Architects serves individual investors, high-net-worth clients, trusts and estates, retirement and pension plans, and charitable organizations, providing comprehensive wealth management and planning. The firm’s investment approach is based on modern portfolio theory and tailored strategic asset allocation, with discretionary portfolio management primarily using mutual funds, ETFs, and individual debt securities.

Mark Astrinos is a CFP®, PFS™, and Series 65-licensed financial advisor at Libra Wealth LLC with 13 years of industry experience. He previously worked at Chamberlain Financial Planning & Wealth Management and Vista Wealth Management, LLC. Libra Wealth LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm employs a Modern Portfolio Theory and Fama–French multi-factor framework-based investment approach, utilizing low-cost, passive mutual funds and ETFs while emphasizing diversification, tax efficiency, and long-term strategies.

Mathew Spencer is a financial advisor at Saratoga Research & Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JMP Securities LLC for five years before joining Saratoga Research & Investment Management in 2019. Saratoga Research & Investment Management provides discretionary portfolio management primarily through separately managed accounts to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, endowments, and charitable organizations. The firm employs a long-only, concentrated large-cap equity strategy using a four-step process that combines quantitative screening, qualitative analysis, and dual valuation techniques.

James Mcevoy is a ChFC®-designated financial advisor with 20 years of industry experience. He is currently with Eastsound Capital Advisors, LLC and has previously worked at Individual Asset Management and Concert Wealth Management, Inc. In addition to his advisory role, McEvoy owns and operates Cross Border Planning, a Belgian-registered licensed insurance brokerage specializing in life insurance and pension products. Eastsound Capital Advisors is an SEC-registered firm providing discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis with strategic and tactical asset allocation to construct diversified portfolios.

Brendon Kempin is a financial advisor at Cynosure Portfolio Advisors LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at IEQ Capital, LLC and First Republic Securities Company, LLC. Cynosure Portfolio Advisors serves individual advisory clients, focusing on retail and non–high-net-worth individuals connected to clients of its affiliate, The Cynosure Group, LLC. The firm offers customized portfolio advisory and integrated financial planning, using a strategic asset allocation framework and a range of investment vehicles, with ongoing monitoring and periodic rebalancing.

Robert Meng is a CFA® charterholder with 11 years of industry experience. He has been with Saratoga Research & Investment Management since 2014. Saratoga Research & Investment Management provides 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, concentrated large-cap equity approach using a structured process combining quantitative and qualitative analysis, managing approximately $2.5 billion across about 2,800 clients.

Mark Gordon is a CFP®, CFA®, and holds a Series 66 license with 19 years of experience in financial advising. He has been with Wealth Architects, LLC since 2012, serving in Mountain View, CA. Wealth Architects serves individuals, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations, providing comprehensive wealth management, planning, and consulting. The firm employs a modern portfolio theory-based investment process, offers tailored portfolio management, and incorporates tax planning into its services.

Peter Ta is a financial advisor at TTP Investments, Inc. based in San Jose, CA. He holds a Series 65 designation and has two years of industry experience. His prior work history includes roles at Target, San Jose State University, Smart & Final, Taco Bell, and De Anza Community College. TTP Investments provides discretionary asset management, financial planning, and tax-related advice to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm customizes investment programs to client objectives and uses both fundamental and technical analysis, with a Growth strategy that incorporates sector momentum and derivatives within separately managed accounts.

Aaron Rubin is a CFP® and Series 66-licensed financial advisor with 17 years of industry experience. He has been with Werba & Davis Advisory Services since 2008 and currently practices at Werba Rubin Papier Wealth Management, LLC in San Jose, CA. Outside of advisory services, he provides tax accounting services, including tax return preparation and consulting. Werba Rubin Papier Wealth Management offers discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm applies a risk-based investment approach grounded in Modern Portfolio Theory and manages approximately $1.13 billion in assets across a team of seven advisors.

Mary Russell is an advisor at Werba Rubin Papier Wealth Management, LLC with seven years of industry experience. She is also the owner and president of Stock Option Counsel, P.C., a legal practice specializing in counseling individual employees of technology startups on equity compensation matters. Russell has worked at Werba Rubin Papier Wealth Management since 2019 and at Sage Rhino Capital, LLC since 2020. Werba Rubin Papier Wealth Management provides investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, and pension or profit-sharing plans. The firm employs a risk-based, long-term investment approach grounded in Modern Portfolio Theory and offers diversified portfolios using mutual funds, ETFs, stocks, and bonds tailored to client goals.

Eric Heckman is a CFP® and ChFC® with 24 years of experience in financial advisory services. He is the principal of Heckman Financial & Insurance Services, Inc. in San Jose, CA, where he has worked since 1992. Outside of advisory work, he is involved in tax preparation and conducts financial education seminars as a speaker and chapter director for the Financial Knowledge Institute. Heckman Financial & Insurance Services provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans. The firm combines advisory services with insurance production, tax preparation, and estate-planning software sales, and offers ERISA plan advisory services along with educational seminars.

Jessica Ng is a financial advisor at Wealth Architects, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at IEQ Capital, First Republic Bank, Morgan Stanley, Chase Bank, and Starbucks. Wealth Architects serves individuals, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations, providing comprehensive wealth management along with wealth planning and consulting. The firm employs a modern portfolio theory-based investment process, managing portfolios on a discretionary basis with regular monitoring and reporting.

Jodee Lownsbury is a CFP® professional with seven years of industry experience, currently serving as an advisor at BetterWealth LLC since 2015. Based in San Jose, CA, she is part of a five-advisor team. BetterWealth LLC provides investment advisory and integrated financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm focuses on long-term asset allocation using mutual funds and ETFs, offers discretionary account management, and is notable for employing strategies such as borrowing within client brokerage accounts and limited options trading.

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.

Christopher Lococo is a financial advisor at American Investors Company with 13 years of industry experience. He holds a Series 66 designation and has worked at First Street Wealth Advisors/John E. Lococo since 2018 and at American Investors Company since 2016. Outside of his advisory work, he served at Fremont Aikido for 16 years. American Investors Company provides investment advisory and financial planning services to a range of clients, including individuals, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary management, financial planning, and retirement advice, operating with a combined broker-dealer and SEC-registered adviser structure.

Manjeshwar Bhat is a financial advisor with Kane Investment Management, Inc. in Los Gatos, CA, holding a Series 65 designation and 16 years of industry experience. He has been with Kane Investment Management since 2009. Kane Investment Management provides tailored investment account management and advisory services to individuals, high-net-worth clients, 401(k) plans, trusts, and estates. The firm uses a combination of charting, fundamental and technical analysis to manage portfolios, typically on a discretionary basis, and offers performance-based fee arrangements for qualified clients.

Kimberly Helm is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Quantum Financial Advisors, LLC since 2022 and previously was with Abacus Wealth Partners from 2018 to 2022. Outside of advisory work, she serves as a teaching assistant at the University of Pennsylvania, managing student assignments and providing academic support. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with portfolio management, financial planning, and retirement plan consulting. The firm uses a rules-based, asset-class investment process favoring mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable strategies with access to institutional-class funds and complex instruments for sophisticated clients.

Parvin Manuchehri is a CFP® professional with 25 years of experience in financial advising. She has been with Clarity Wealth Advisors since 2011, working at the San Jose, CA–based firm that operates as a two-advisor team. Clarity Wealth Advisors serves individual clients, including high-net-worth individuals, as well as retirement plans, trusts, and other entities. The firm provides discretionary portfolio management, financial planning, and consulting services, often implementing strategies through proprietary or third-party model portfolios with ongoing monitoring and rebalancing.