Brooks Nelson is a CFA® charterholder with 12 years of industry experience. He has been with Nelson Capital Management, LLC since 2004. The firm 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. Nelson Capital Management’s investment approach combines fundamental analysis with a mix of ETFs, mutual funds, individual securities, and both long- and short-term strategies, with regular portfolio reviews and use of institutional resources.

Willington Fong is a financial advisor with RB Capital Management, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at RB Capital Management since 2018 and previously held roles at APW Capital, Inc., FSC Securities Corp, and Investment Capital Group Mortgage. Outside of advisory work, he is involved in residential mortgage sales and real estate brokerage. RB Capital Management serves a diverse client base including individuals, corporations, trusts, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, emphasizing asset allocation, diversification, and personalized portfolios with continuous monitoring.

Mark Johnsen is a financial advisor at Wealth Architects, LLC with 28 years of industry experience. He has been with Wealth Architects since 2005 and holds Series 63 and Series 65 designations. 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 and emphasizes tailored portfolio management supported by strategic asset allocation, ongoing monitoring, and regular reporting.

Jacqueline Lares is a CFP® professional with 10 years of experience in the financial services industry. She has been with Wealth Architects, LLC since 2019 and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2015 to 2019. 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’s investment approach is based on modern portfolio theory, with tailored portfolio management supported by formal planning tools and regular monitoring.

Laura Thomas is a financial advisor at International Asset Management with nine years of industry experience. She holds a Series 63 designation and has worked at Individual Asset Management since 2016. International Asset Management is a team-based registered investment adviser serving individual clients, including high-net-worth and expatriate investors, as well as advisory firms and small businesses. The firm employs a global investment approach with services such as discretionary portfolio management, financial planning, and cross-border consulting.

Jawad Ehsanyar is a financial advisor at Morling Financial Advisors, LLC with a Series 65 designation and three years of industry experience. Prior to joining Morling Financial Advisors in 2022, he held positions at Copenhagen Business School and Moore Afghanistan. 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 and financial planning, typically implementing portfolios through index-based strategies, mutual funds, ETFs, listed equities, fixed income, and alternative investments.

Taras Zatvarskiy is a financial advisor at Grant Private Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked at Nordstrom for eight years. Grant Private Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, business entities, and qualified retirement plans. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to tailor strategies to clients’ goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with retirement-plan advisory services.

Svetlana Kot is a financial advisor at Rebalance LLC in Palo Alto, CA, holding a Series 65 designation with two years of industry experience. Prior to joining Rebalance in 2023, she worked at Eqitrade Limited and has a background including roles at Tulsa Ballet Theatre Inc. and Integrity Gaming Corp. Rebalance LLC provides investment management, financial planning, and decision-support services to individuals, retirement plans, pooled vehicles, and charitable organizations. The firm uses a strategic asset allocation framework focused on ETFs within seven model portfolios and manages approximately $1.56 billion in discretionary assets across several hundred accounts.

John Stachnick is a financial advisor at Kaizen Financial Strategies, LLC with 21 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed, Inc. He also has experience with Savannah Chanelle Vineyards and is licensed as an insurance agent. Kaizen Financial Strategies serves individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations by offering financial planning, retirement plan consulting, and asset management. The firm employs a diverse investment approach, including fundamental and technical analysis, and uses advanced option strategies and margin within its wrap-fee managed accounts.

John Marty is a financial advisor at RB Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at APW Capital, Inc. and Fsc Securities Corp. Outside of his advisory role, he is involved in real estate brokerage and financing through his ownership and partnership in related businesses. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, emphasizing asset allocation, diversification, and personalized portfolios tailored to clients’ goals and risk tolerance.

Jai Huynh is a financial advisor at East West Wealth Advisors LLC with 23 years of industry experience. He holds a Series 66 designation. His previous roles include positions at LPL Financial, Cetera, and BMO Bank NA. East West Wealth Advisors provides discretionary separately managed account advisory services for high-net-worth individuals, trusts, institutional investors, and other entities. The firm uses a goals-based, multi-asset investment approach overseen by an Investment Policy Committee and manages portfolios tailored to clients’ objectives, risk tolerance, and liquidity needs.

Nathan Dingler is a CFP® with 14 years of industry experience, currently serving at DiversiFi Capital Inc in Los Altos, CA. He has been with DiversiFi Capital LLC (formerly Compass Capital Management) since 2015. Outside of financial advising, Dingler is active as a real estate agent and referral agent, and he manages several private investment funds and venture entities affiliated with DiversiFi. DiversiFi Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, in addition to advising pooled investment vehicles. The firm combines fundamental, technical, and quantitative analysis with an explicit social-impact investment filter and manages multiple private funds focused on frontier technology investments.

Robert Stafford is a CFP® with 22 years of experience in the financial services industry. He is currently a member of the seven-advisor team at Vantage Wealth Management, LLC, where he has worked since 2023. Prior to this, he was with Woodbury Financial Services Inc. and Link-Allen & Associates, among other firms. Stafford holds a California insurance license and operates a sole proprietorship as an insurance agent, providing insurance products as part of his financial planning services. Vantage Wealth Management serves individuals, trusts, retirement plans, charities, corporations, and broker-dealers, managing approximately $897 million in client assets. The firm offers customized portfolio management focused on diversified asset allocation and employs both strategic rebalancing and tactical adjustments across multiple investment platforms.

Daniel Wu is a financial advisor at Strait & Sound with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Pair Capital Wealth Management, Global Investment Science, and Gps Capital Management. Outside of advisory work, he is the founder and CEO of OnVest LLC, a software company focused on financial market analytics. Strait & Sound is a registered investment adviser serving individual and high-net-worth clients as well as businesses, managing approximately $334 million on a discretionary basis. The firm employs a mosaic investment approach that incorporates valuation metrics, behavioral and technical analysis, and portfolio construction with an emphasis on diversification and capital preservation.

Dermott Larkin is a financial advisor at Cypress Wealth Services, LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Cypress Wealth Services in 2025, he worked for Perigon Wealth Management, LLC for seven years and spent two years at Trinet, Inc. Cypress Wealth Services manages approximately $1.34 billion on a discretionary basis for about 825 clients through a team of 14 advisors. The firm offers customized investment management, comprehensive financial planning, and retirement plan consulting primarily to high net worth individuals, families, trusts, estates, and businesses. Their investment approach emphasizes fundamental analysis and a generally long-term orientation, utilizing a range of investment vehicles including mutual funds, ETFs, equities, fixed income, and alternative investments.

Don Garman is a CFP® with 32 years of industry experience, currently serving as an advisor at Mirador Capital Partners. He has previously worked at Purshe Kaplan Sterling Investments and has been with Mirador since 2015. Garman is also a partner in venture funds Tri-Valley Ventures, LLC and Tri-Valley Ventures II, LP. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses, offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach combines top-down fundamental analysis with technical analysis and employs a variety of asset-allocation models across public and private securities and alternative vehicles.

Anthony Blagrove is a CFP®, CFA®, and Series 65-licensed advisor with 17 years of industry experience. He currently works at Traveka Wealth, LLC and previously held roles at Goldman Sachs Personal Financial Management and United Capital Financial Partners. Traveka Wealth serves individuals, trusts, estates, corporations, and retirement plans with comprehensive financial planning and both discretionary and non-discretionary investment management. The firm emphasizes fundamental analysis, broad diversification, low costs, tax efficiency, and customization to client circumstances, managing approximately $648 million in assets with a focus on wealthier households.

Wai Fung Tang is a CFA® charterholder and holds a Series 65 license, with six years of industry experience. He has been with Wealth Architects, LLC since 2015. 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’s investment approach is based on modern portfolio theory and includes tailored portfolio management supported by documented client goals, ongoing monitoring, and regular reporting.

John Dodd is a financial advisor at Catalyst Private Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Catalyst since 2019, following roles at Mutual Advisors, LLC and ClearPath Capital Partners LLC. Outside of his advisory work, he is the founder of The Lonely Mushroom, a custom crush wine business. Catalyst Private Wealth is a registered investment adviser managing approximately $330.6 million for around 483 clients through a team of five advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and institutional accounts using a combination of fundamental, technical, and tactical investment strategies tailored to client objectives and risk profiles.

Jung Chang is a financial advisor with Andrew Garrett, Inc. in Palo Alto, CA, holding Series 63, 65, and 66 designations and bringing 30 years of industry experience. He has been with Andrew Garrett, Inc. since 2008. Outside of advisory work, he owns a tax preparation and accounting business where he provides tax and accounting services. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model using various sub-advisers and program sponsors to implement strategies tailored to client suitability profiles.