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® professional with 14 years of experience in the financial services industry. She has been with Occidental Asset Management, LLC since 2015. Occidental Asset Management provides wealth management, financial planning, and portfolio management services for high-net-worth individuals and institutional clients, managing approximately $1.07 billion across around 900 accounts. The firm uses a combination of fundamental, technical, and cyclical analysis, and incorporates behavioral finance expertise into client education and coaching.

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 at Catalyst Private Wealth, LLC in San Mateo, CA, with 10 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Clearpath Capital Partners LLC and Mutual Advisors, LLC. Wilson is also a registered representative at Emerson Equity LLC and manages investment-related activities there. Catalyst Private Wealth is an SEC-registered advisory firm that serves individuals, trusts, retirement plan participants, and institutions. The firm employs both active and passive investment approaches and uses multiple analysis methods 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 designation and three years of industry experience. His career includes roles at LPL Financial and Swing Education before joining Twin Peaks Wealth Advisors in 2022. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, high-net-worth families, trusts, and retirement plans. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, offering discretionary portfolio management and integrated financial planning across a range of client types.

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.

Eric Hughes is a financial advisor with Valley Wealth Strategies, LLC in Sunnyvale, CA, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial LLC since 2017 and previously at National Planning Corporation from 2013 to 2017. Outside of his advisory role, he operates Rick E. Hughes Financial, focusing on fixed annuities and life insurance. Valley Wealth Strategies advises individuals, families, trusts, and organizations with customized investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis, managing over $1.2 billion in assets, with a notable portion managed on a non-discretionary basis.

Marian Wellman is a financial advisor with International Asset Management in San Mateo, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Individual Asset Management, Inc. since 2006. Outside of advising, she operates a tax preparation business focused on U.S. tax services for clients in Mexico. International Asset Management serves individual and high-net-worth clients, particularly U.S. expatriates and non-U.S. residents with U.S. investment accounts. The firm offers discretionary portfolio management, wealth planning, and financial consulting with a global investment approach that includes attention to currency hedging and cross-border tax considerations.

Peter Trinh is a CFP® with seven years of industry experience, currently serving as an advisor at Wealth Architects, LLC. His prior work includes roles at Sand Hill Global Advisors and Michael Byrne. Wealth Architects provides comprehensive wealth management and planning services to individual investors, trusts, estates, retirement plans, pension and profit-sharing plans, and charitable organizations. The firm employs a strategic, modern portfolio theory-based investment process tailored to client needs, with discretionary portfolio management primarily using mutual funds, ETFs, and individual debt securities.

Brian Nguyen is a CFP® with 18 years of experience in the financial services industry. He is currently with Twin Peaks Wealth Advisors, where he has been since 2022, and previously worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and Fremont Bank. Twin Peaks Wealth Advisors operates as a multi-advisor team managing approximately $585 million for individuals, families, trusts, and retirement plans. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, with tactical overlays and ongoing rebalancing, delivered primarily through discretionary separately managed accounts and householded relationships.

Tyler Scott is a CFP® and CFA® with 16 years of experience in financial advising. He has been with Wealth Architects, LLC since 2012. Wealth Architects serves individual investors, including high-net-worth clients, as well as trusts, estates, retirement plans, pension and profit-sharing plans, and charitable organizations. The firm provides comprehensive wealth management and planning using a tailored strategic asset allocation approach grounded in modern portfolio theory.

Jared La Blue is a financial advisor with Diversifi Capital Inc in Los Altos, CA, holding a Series 65 designation and six years of industry experience. He has worked at Compass Capital Management Group, Diversifi Capital LLC, theTaxGuySF, and Dragon Financial Group. DiversiFi Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as managing pooled investment vehicles. The firm uses a combination of fundamental, technical, charting, and quantitative analysis within a structured investment process and manages multiple private funds and SPVs focused on frontier technology investments.

Brian Ferrin is a financial advisor with MA Private Wealth, LLC in San Carlos, CA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with MA Private Wealth since 2018 and previously retired from 2003 to 2018. 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, employing a tailored, long-term investment approach based on detailed client profiling and fundamental analysis.

Mallory Davis is a CFP® professional with two years of industry experience, currently serving at MA Private Wealth, LLC. Her prior roles include positions at Silicon Valley Community Foundation and Albion Financial Group. MA Private Wealth, LLC manages approximately $584 million for around 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, employing a tailored, long-term investment approach based on fundamental analysis and detailed client profiling.

David Fernelius is a CFP® professional with 36 years of experience in the financial industry. He has been with Vantage Wealth Management, LLC since 2010 and also worked at LPL Financial LLC since 2014. Fernelius serves as trustee of The Fernelius 1998 Living Trust, a fiduciary role he dedicates part of his time to. Vantage Wealth Management serves individuals, trusts, retirement plans, charities, corporations, and broker-dealers, managing approximately $897 million in client assets through a team of seven advisors. The firm offers personalized financial planning and asset management, focusing on customized portfolios with diversified asset allocation using mutual funds and ETFs.

Jonathan Riley is a financial advisor with Riley Friedman Asset Management in Los Altos, CA, holding 15 years of industry experience. He has been with Riley Friedman Asset Management since 2011, working as one of two managing members. Riley Friedman Asset Management provides ongoing portfolio management and basic financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a fundamental, long-term, value-oriented investment approach focused on capital preservation, transparency, liquidity, and diversification.

Arti Srivastava is a financial advisor at Unique Wealth Strategies with a Series 66 designation and four years of industry experience. Prior to joining Unique Wealth Strategies, Arti worked at J.P. Morgan Securities and JP Morgan Chase Bank N.A. from 2019 to 2023, and held roles at Bank of America and Allstate agencies earlier in their career. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm’s investment approach combines fundamental, technical, quantitative, and modern portfolio theory strategies and includes the use of derivatives and leverage within managed portfolios and its proprietary wrap-fee program.

Nathan Brickley is a financial advisor at Brickley Wealth Management in San Mateo, CA, with 11 years of industry experience. He holds a Series 66 designation and has worked at Brickley & Company CPA Inc. and LPL Financial, LLC. Brickley is also involved with Brickley & Company CPA Inc., which provides tax preparation and accounting services. Brickley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm employs a long-term, diversified investment approach incorporating modern portfolio theory, active and passive funds, ESG screening, and manager due diligence.

Ekaterina Atanassov is a CFP® and CFA® with eight years at Neumann Capital Management and four years at Atan Consulting. She has three years of industry experience. Neumann Capital Management serves individual and high-net-worth clients, trusts, and charitable organizations through comprehensive and essential wealth management programs. The firm employs a strategic asset allocation approach with disciplined rebalancing, an in-house research process, and uses Monte Carlo simulation in financial planning.