Helena Sandoval is a financial advisor at Kera Capital Partners with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for ten years and Edward Jones Investments for 22 years. Outside of her advisory role, she is a Notary Public for the state of California. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing assets on a multi-advisor platform with over $1.3 billion in assets under management. The firm combines fundamental and quantitative analysis to create tailored portfolios using a range of investment vehicles, including equities, fixed income, ETFs, options, and mutual funds.

Audrey Glafkides is a CFP® professional with 16 years of industry experience. She is currently with Mirador Capital Partners and has worked at Purshe Kaplan Sterling Investments since 2016. Audrey also serves as Chief Operating Officer at Mirador Capital Partners and holds licenses as a fixed insurance agent and notary public. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses with discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach combines top-down fundamental analysis with technical analysis and offers a variety of asset-allocation models across public and private securities and alternative investments.

Alan Werba is a Certified Financial Planner® with 47 years of experience in financial services. He is a principal at Werba Rubin Papier Wealth Management, LLC and has held leadership roles at several affiliated firms, including serving as president of Werba Advisory Services, Inc., which provides tax preparation and consultation services. Werba also holds insurance licenses and is a real estate broker, activities that are separate from his advisory work. 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 uses a risk-based, long-term investment approach grounded in Modern Portfolio Theory and manages approximately $1.13 billion in assets across a team of seven advisors.

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.

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.

Jack Mc Hargue is a financial advisor at Morling Financial Advisors, LLC, holding a Series 65 credential. He has one year of industry experience, with prior roles at RW Investment Management, Will Ellsworth Financial Advising, and Northwestern Mutual. 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 financial planning, typically implementing portfolios through index-based strategies, mutual funds, ETFs, equities, fixed income, and alternative investments, while maintaining client relationships and monitoring.

Quynh Ho is a financial advisor at Werba Rubin Papier Wealth Management, LLC with seven years of industry experience. Ho holds a Series 65 designation and has been involved with Cereus Investment Inc. and Cereus Corporation since 2010, serving as CEO and CFO respectively in non-securities related businesses including real estate brokerage, bookkeeping, tax preparation, and construction. Werba Rubin Papier Wealth Management serves individuals, high-net-worth clients, charitable organizations, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and pension consulting. The firm employs a risk-based, long-term investment approach grounded in Modern Portfolio Theory and manages approximately $1.13 billion in assets across a team of seven advisors.

John Lococo is a financial advisor with American Investors Company, holding a Series 66 designation and 16 years of industry experience. He has been with American Investors Company since 2010 and also operates as a full-time independent insurance agent through First Street Wealth Advisors. American Investors Company provides advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of services including asset management, financial planning, and 401(k) investment monitoring, combining broker-dealer and SEC-registered advisor functions with multiple revenue streams from advisory and commission-based activities.

Michael King is a financial advisor at Morling Financial Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at SitusAMC and Alan King and Company. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations. The firm provides discretionary investment management and financial planning, typically using index-based strategies, mutual funds, ETFs, listed equities, fixed income, and alternative investments, while maintaining client relationships and portfolio monitoring.

Joseph Mcginley is a financial advisor at Ellis Investment Partners, LLC in San Jose, CA, holding Series 63, 65, and 66 licenses with 27 years of industry experience. He has worked at several companies across the entertainment and technology sectors and serves on the boards of the SAG-AFTRA San Francisco-Northern California labor union and the Hunters Point Biomonitoring Foundation. Ellis Investment Partners serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, managing over $900 million in assets. The firm uses a dynamic asset-allocation strategy with multiple model portfolios and provides a range of services including portfolio management, financial planning, and ERISA fiduciary support for retirement plans.

Mark Branson is a CFA® charterholder with 22 years of industry experience. He has been with Petersen Flynn & Dinsmore Inc. since 2006. He is based in Palo Alto, CA. Cornerstone Capital, Inc. manages approximately $1.26 billion primarily for individuals, trusts, estates, charitable organizations, and institutions through separately managed equity and fixed-income accounts. The firm employs a capital preservation investment philosophy that integrates fundamental, technical, and cyclical analysis, maintaining relatively concentrated but diversified portfolios.

Stephen Philpott is a CFP® and financial advisor with Nelson Capital Management, LLC, where he has worked since 2005. He has 13 years of industry experience 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 by providing portfolio management, financial planning, and retirement plan asset-management services. The firm’s investment process uses fundamental analysis and a mix of ETFs, mutual funds, individual stocks, and bonds, with regular portfolio reviews and both long- and short-term strategies.

Craig Tompkins is a financial advisor with CSP Financial Group LLC in San Jose, CA, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He has previously worked with Agape Investment Coaching and Rice Financial Consulting, and he also owns and operates Coalition Insurance Services, a life and health insurance business in California. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory, employs third-party managers for model implementation, and manages held-away workplace accounts with a focus on tax-efficient asset location and rebalancing.

Wa Huong is a CFP® and ChFC® professional with 24 years of experience in the financial advisory industry. She has been with Morling Financial Advisors, LLC since 2007. Outside of her advisory role, she is involved in managing several real estate investment entities. 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 financial planning, typically employing index-based strategies along with a range of alternative investments, and provides fiduciary services for participant-directed retirement plans.

Henry Hien Phan is a financial advisor at Kera Capital Partners with five years of industry experience. He holds a Series 65 designation and has previously worked at Nfluence Partners, Vista Wealth Management, Morgan Stanley, and AxA Advisors. Kera Capital Partners manages over $1.3 billion and serves individual clients, foundations, trusts, retirement plans, corporations, and pooled investment vehicles. The firm employs a combination of fundamental and quantitative analysis with an outcomes-oriented asset allocation approach, emphasizing data analytics and tax awareness.

Lily Zhang is a CFP® with seven years of industry experience, currently serving as an advisor at Diversifi Capital Inc in Los Altos, CA. She has been with DiversiFi Capital LLC (formerly Compass Capital Management) since 2018. Prior to her advisory role, she spent seven years at the University of California, Berkeley in Electrical Engineering and Computer Science. 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 combines fundamental, technical, charting, and quantitative analysis in its investment approach and serves as a private fund sponsor and adviser with a focus on frontier technology investments.

Kevin Redila is an advisor at Morling Financial Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining the firm, he worked at Fremont Bank and Chabot College. Outside of his advisory role, he operates an e-commerce business selling collectible trading cards through live streaming. Morling Financial Advisors is an independent registered investment adviser serving individuals, families, trusts, businesses, retirement plans, and nonprofit organizations. The firm offers discretionary investment management, financial planning, and pension consulting, utilizing tailored asset allocations implemented through diversified portfolios and alternative investment vehicles, with ESG integration available upon client request.

Lillian Swenson is a Series 65-licensed financial advisor at Wealth Architects, LLC with three years of industry experience. She has worked at Wealth Architects since 2025, following positions at Corient Services LLC, Corient, and Western Technology Investment. Wealth Architects serves individual investors, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations, offering comprehensive wealth management and planning. The firm employs a modern portfolio theory-based investment process with tailored strategic asset allocation and discretionary portfolio management primarily using mutual funds, ETFs, and individual debt securities.

Kelly Roemers is a Series 65 registered advisor with nine years of industry experience. She has worked at Statheros Financial Solutions, Inc. since 2019, following a prior tenure at Pgr Solutions, LLC, which was succeeded by Statheros. Statheros Financial Solutions, Inc. provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm utilizes globally diversified, long-term strategies primarily through mutual funds and ETFs, and employs a proprietary Portfolio Builder tool to tailor allocations based on tax status, financial need, and risk tolerance.

Zaineb Sohail is a financial advisor at Kaizen Financial Strategies, LLC with four years of industry experience. She holds a Series 65 designation and has been with Kaizen Financial Strategies since 2020. Outside of her advisory role, she is also involved with Ivy Admissions. Kaizen Financial Strategies serves individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations, offering financial planning, retirement plan consulting, and portfolio management primarily through its wrap-fee program. The firm employs a combination of fundamental, technical, sector, and qualitative analysis alongside various investment strategies, including the use of derivatives and borrowing within managed accounts.