Mitchell Tuchman is a financial advisor at Rebalance LLC in Palo Alto, CA, holding a Series 65 designation with 17 years of industry experience. He has been with Rebalance LLC since 2011 and is also involved with Jacksonnet, LLC since 2000. Rebalance LLC provides investment management, financial planning, and decision-support services to individuals, high-net-worth clients, retirement plans, and pooled vehicles through its Rebalance360 program. The firm uses a strategic asset-allocation framework focused on long-term rebalancing and manages accounts primarily on a discretionary basis.

James Tanner is a financial advisor at Saratoga Research & Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 1995. 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 focuses on long-only, concentrated large-cap equity portfolios using a four-step process combining quantitative screening, qualitative analysis, and dual valuation techniques.

Christopher Combs is a financial advisor with Silicon Valley Capital Partners, L.P. in San Jose, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Silicon Valley Capital Partners since 2002. Silicon Valley Capital Partners provides discretionary investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm manages approximately $1.08 billion in assets and uses a combination of top-down macroeconomic analysis, bottom-up valuation, and proprietary momentum models in its investment process.

Harris Willner is a financial advisor at Ttp Investments, Inc. with 27 years of industry experience. He holds a Series 65 designation and has served as President and CEO of The Tax Practice, Inc., a tax preparation services firm, since 1992. Ttp Investments provides discretionary asset management, financial planning, and consulting to individuals, trusts, estates, retirement plans, and business entities. The firm integrates tax advice through its affiliated tax practice and uses a combination of fundamental and technical analysis to manage custom portfolios aligned with client risk profiles.

Jason Papier is a Series 65 licensed financial advisor with 19 years of industry experience. He has been with Werba Rubin Papier Wealth Management, LLC since 2017 and previously worked at Fluent Wealth Partners, LLC for ten years. He is based in San Jose, CA, and is part of a seven-advisor team. Werba Rubin Papier Wealth Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a long-term, risk-based allocation approach grounded in Modern Portfolio Theory and manages approximately $1.13 billion in assets.

Victor Huang is a financial advisor at Morling Financial Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Morling Financial Advisors since 2015. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm provides discretionary investment management, financial planning, and pension consulting, typically implementing portfolios through index-based strategies, mutual funds, ETFs, equities, fixed income, and alternative investments.

Bryan Buchert is a CFP® with 12 years of industry experience, currently serving as an advisor at Kera Capital Partners since 2019. He has held previous roles at Citigroup, Bank of America, Merrill, and Mass Mutual Investors Services. Outside of his advisory work, he is involved in insurance brokerage and passive investment activities through personal entities. Kera Capital Partners is a registered investment adviser managing over $1.3 billion for a diverse client base including individuals, foundations, trusts, and pooled investment vehicles. The firm employs a combination of fundamental and quantitative analysis with an outcomes-oriented asset allocation framework, providing discretionary and non-discretionary portfolio management alongside consulting on estate, real estate, and retirement matters.

Sharon Paratte is a CFP® professional at Traveka Wealth, LLC with four years of industry experience. Prior to joining Traveka Wealth in 2023, she worked at Goldman Sachs Personal Financial Management from 2019 to 2023 and United Capital Financial Advisors from 2018 to 2019. Traveka Wealth serves individual and institutional clients, including high-net-worth individuals, trusts, estates, corporations, and retirement plans, providing comprehensive financial planning and investment management. The firm emphasizes fundamental analysis, diversification, tax efficiency, and client-specific customization, managing approximately $730.8 million in assets.

Perry Clifton is a financial advisor with Tactive Advisors, LLC in Santa Clara, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Strategy Marketplace LLC, ChangePath, LLC, Sorrento Pacific Financial, LLC, Partnervest Advisory Services, and Heffernan. Clifton is also an insurance agent, involved in the sales of fixed, index, life, health, and property and casualty insurance products. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management through a robo-advisor platform and an Advisor Advice service. The firm uses a Black-Litterman framework for blended model portfolios and operates both retail and sub-advisory services, with a notable focus on servicing other advisors and managing a mix of discretionary and non-discretionary assets.

Glenn Young is a CFP® with 27 years of industry experience, currently serving as a business development consultant at Concentrum Wealth Management. His prior experience includes roles at Purshe Kaplan Sterling Investments and TD Waterhouse Investor Services Inc. He also operated a real estate business from 2009 to 2017. Concentrum Wealth Management is a team-based registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on wrap-fee asset management and employs a range of investment strategies, including derivatives and margin, with a particular emphasis on ERISA advisory roles and coordinated use of custodial and platform services.

Raghunandan Krishnan is a financial advisor at Potentia Wealth with seven years of industry experience. He holds a Series 66 designation and has worked at Potentia RIA, LLC since 2024, following roles at Mariner Independent Advisor Network, LLC and LPL Financial, LLC. Potentia Wealth provides discretionary portfolio management, financial planning, and selection-of-other-advisor services for individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, uses a combination of fundamental, technical, and top-down analysis, and emphasizes minimizing fees and tax implications.

Brett Sharkey is a financial advisor at Three Bridge Wealth Advisors in Los Altos, CA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Inc. and Sanctuary Securities, LLC. Sharkey has served as managing director and financial advisor at Three Bridge Wealth Advisors since 2009. Three Bridge Wealth Advisors provides wealth management and financial planning to individuals, high-net-worth clients, trusts, and select institutional entities. The firm offers discretionary portfolio management with a focus on ETFs, mutual funds, individual securities, and REITs, along with coordinated financial planning services including bill-pay and bookkeeping.

Andrew Howard is a CFP® professional with 22 years of industry experience, currently serving at BetterWealth LLC since 2017. Prior to that, he spent 13 years with Edward Jones. Outside of advisory work, he is involved in rental property management and oversight. 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, with discretionary portfolio management and specialized services such as tax-loss harvesting and limited options strategies.

Sandra Swanson is a financial advisor at Potentia Wealth in San Jose, CA, holding a Series 66 designation with eight years of industry experience. She previously worked at Mariner Independent and Strategic Wealth Advisors Group, and has been associated with Potentia Wealth since 2014. Potentia Wealth provides investment management and financial planning services primarily to individual and high-net-worth clients, utilizing discretionary portfolio management alongside subscription-based planning. The firm integrates fundamental, technical, and top-down analysis within a framework that includes a tax preparation business affiliated with the firm and offers advisory access through LPL Financial platforms.

Vincci Ma is a financial advisor at Kera Capital Partners with 18 years of industry experience. She previously worked at Morgan Stanley for 13 years before joining Kera Capital Partners in 2022. Outside of her advisory role, Ma is the owner of Vincela, a handmade soap business. Kera Capital Partners manages assets for individual, high-net-worth, and institutional clients through a multi-advisor platform with over $1.3 billion in assets under management. The firm combines fundamental and quantitative analysis to deliver tailored portfolios primarily using equities, fixed income, ETFs, options, and mutual funds, and acts as adviser to private pooled vehicles alongside wealth management accounts.

William Li is a financial advisor at Morling Financial Advisors, LLC in Fremont, CA, holding a Series 65 designation with four years of industry experience. Prior to joining Morling Financial Advisors in 2021, he worked at IBM for 18 years. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm offers discretionary investment management and consulting, typically implementing portfolios with index-based strategies, mutual funds, ETFs, equities, fixed income, and alternative vehicles, while maintaining client relationships and monitoring through sub-advisors.

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.

Joshua Gatti is a financial advisor at Morling Financial Advisors, LLC with a Series 65 designation. He joined Morling Financial Advisors in 2025 and has prior experience in lending and credit union roles, including positions at JVM Lending, Lending Club, and Patelco Credit Union. He also worked at Santa Clara University from 2022 to 2024. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm provides discretionary investment management, financial planning, and pension consulting, typically implementing portfolios using index-based strategies, mutual funds, ETFs, listed equities, fixed income, and alternative investments.