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 in Fremont, CA. He holds the Series 65 designation and has one year of experience in the financial industry. Prior to joining Morling Financial Advisors, he held positions at JVM Lending, Lending Club, and Patelco Credit Union. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and pension consulting services. The firm customizes portfolios using a strategic asset allocation that includes index-based equities, fixed income, mutual funds, ETFs, and alternative investments such as private equity and private debt, with ESG integration available upon request.

Cary Allison is a financial advisor at Kera Capital Partners with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. In addition to his advisory work, he is involved in insurance sales as a licensed insurance broker. Kera Capital Partners is a registered investment adviser managing over $1.3 billion for a diverse client base including high-net-worth individuals, foundations, and corporations. The firm employs a combination of fundamental and quantitative analysis within an outcomes-oriented asset allocation framework and is noted for its active management of private pooled vehicles alongside client accounts.

Jackson Vickers is a financial advisor at Mirador Capital Partners with three years of industry experience. He holds a Series 65 designation and has prior experience with High Point Events, Arizona State University, Dollarhide Financial Group, and Brophy College Prep. Mirador Capital Partners advises individuals, trusts, pension and profit-sharing plans, and small businesses, offering portfolio management, financial planning, and retirement consulting. The firm uses a top-down fundamental investment approach supported by technical analysis and employs multiple proprietary strategies across various asset classes.

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.

Cynthia Combs is a financial advisor at Silicon Valley Capital Partners, L.P. with nine years at the firm and a total of three years of industry experience. She holds Series 65 and Series 63 credentials. Before joining Silicon Valley Capital Partners, she worked at TalentSky Inc. for four years. 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 applies a top-down macroeconomic framework combined with bottom-up valuation and proprietary momentum indicator models to tailor portfolios according to clients’ risk tolerance and goals.

Deana Moncayo is an advisor at Silicon Valley Capital Partners, L.P., holding a Series 65 designation. She has experience working with private ultra-high-net-worth individuals and spent nine years at Wade Financial Advisory, Inc. Outside of her advisory roles, she has spent time in homemaking. Silicon Valley Capital Partners provides discretionary investment management, financial planning, and consulting to individuals, trusts, charitable organizations, corporations, and other business entities. The firm combines macroeconomic analysis with proprietary models and valuation work to tailor portfolios primarily in equities and fixed income according to client risk tolerance and liquidity needs.

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.

Qianqian He is a financial advisor with Oceaniq Capital, LLC in Palo Alto, CA, holding a Series 65 designation and three years of industry experience. Prior to joining Oceaniq Capital, she worked at Y LOGX Securities LLC, Vienna Asset Management, Citic Trust Co., Ltd., and Credit Suisse Group AG. Oceaniq Capital serves high-net-worth individuals, family offices, trusts, corporations, and retirement plan sponsors with portfolio management, financial planning, family office services, and corporate cash management. The firm employs customized discretionary management combining fundamental, quantitative, and qualitative analysis across public and private investments and facilitates client access to private placements and pooled investment vehicles.

Kevin Mcclelland is a financial advisor at Heckman Financial & Insurance Services, Inc. in San Jose, CA, holding a Series 65 designation with 16 years of industry experience. He has worked at Heckman Financial & Insurance Services, Inc. since 2011 and owns Leeward Financial & Insurance Services, a separate business focused on life and health insurance sales, annuities, and business consulting. He also has been involved with the Silicon Valley Small Business Development Center since 2014. Heckman Financial & Insurance Services, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, and business entities, offering discretionary asset management, financial planning, and ERISA retirement-plan advisory services. The firm integrates insurance brokerage and tax-preparation services with educational seminars, using fundamental and technical analysis along with third-party managers in its investment approach.

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.

Milind Dalal is a financial advisor with Clarity Wealth Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Clarity Wealth Advisors since 2013 and previously worked at Purshe Kaplan Sterling Investments for a decade. Outside of his advisory role, he is a member of Statera, LLC, a non-investment related office building entity. Clarity Wealth Advisors serves individual clients, retirement plans, trusts, and other entities, providing discretionary portfolio management, financial planning, and consulting services. The firm employs customized investment strategies using proprietary and third-party model portfolios and manages approximately $601 million in discretionary assets with a small advisory team.

Saadia Ahmed is a CFP® professional with 21 years of industry experience. She has worked at Kaizen Financial Strategies, LLC since 2018 and previously spent 12 years with Waddell & Reed, Inc. Ahmed is president of the Ahmadiyya Muslim Community Silicon Valley Lajna, a faith-based community group. Kaizen Financial Strategies serves individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations, providing financial planning, retirement plan consulting, and asset management. The firm employs a multi-strategy investment approach including advanced options and margin strategies and operates a wrap-fee program tailored to client accounts.

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.

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.

Peter Ling is a Series 65-licensed financial advisor with Morling Financial Advisors, LLC, where he has worked for 27 years. He is also the principal and president of Morling & Company, an accounting and financial services firm he founded in 1985. Additionally, Ling holds leadership roles in several other businesses, including Systems Integration Solutions and Commerce Solutions Inc., both in the IT sector. Morling Financial Advisors serves a diverse client base including individuals, families, trusts, businesses, and nonprofit organizations. The firm provides discretionary investment management, financial planning, and pension consulting, using a client-specific strategic asset allocation that combines index-based public equity and fixed income, mutual funds, ETFs, and alternative investments.

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.

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.