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.

Mark Mcclenahan is a CFP® with 23 years of industry experience, currently serving at Saratoga Research & Investment Management since 2013. He holds Series 63 and Series 65 licenses and is based in Saratoga, California. Saratoga Research & Investment Management provides discretionary portfolio management to individuals, including high-net-worth clients, and various institutional clients such as pension plans, endowments, and registered investment companies. The firm employs a long-only, concentrated large-cap equity approach using quantitative screening and qualitative analysis, managing approximately $2.5 billion across about 2,800 clients with a team of 12 advisors.

John Mchugh II is a financial advisor at 1 St Discount Brokerage, Inc. with 49 years of industry experience. He holds a Series 63 designation and has worked at 1 St Discount Brokerage since 2002, as well as at Thomas F. White & Co., Incorporated and Mcclurg Capital Corporation since 1990. 1 St Discount Brokerage, Inc. serves individuals, corporations, and pension/profit-sharing plans, offering a range of advisory services including portfolio management, financial planning, pension consulting, and tax/accounting through its MyCFO offering. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis to guide investment decisions, operating both discretionary and non-discretionary accounts.

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.

Raymond Vo is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with DiversiFi Capital Inc (formerly Compass Capital Management) since 2015. DiversiFi Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients and also advises pooled investment vehicles. The firm uses a combination of fundamental, technical, charting, and quantitative analysis, incorporates an explicit social-impact investment filter, and manages multiple private funds and special purpose vehicles focused on frontier technology investments.

Jesse Lownsbury is a CFP® professional with two years of industry experience. He is currently with BetterWealth LLC and previously worked at Modern Wealth Management, LLC and Wade Financial Advisory, Inc. before joining BetterWealth. BetterWealth LLC is a team-based advisory firm serving individuals, trusts, estates, retirement plans, and business entities with integrated financial planning and investment advisory services. The firm emphasizes long-term asset allocation using mutual funds and ETFs, offers discretionary portfolio management, and provides specialized services including margin transactions and limited options strategies.

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.

J.C. Torres is a Series 65-licensed financial advisor with 14 years of industry experience, currently serving at Solstein Capital, LLC since 2010. He is also a member of Solstein GP, LLC, an entity managing the affairs of Solstein Capital Partners, L.P. Solstein Capital provides discretionary investment management to high-net-worth individuals, family offices, and institutional investors through private funds and separately managed accounts. The firm employs a value-based, concentrated investment approach focused on fundamental analysis and capital preservation.

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.

Mason Ford is a CFA® charterholder with 21 years of industry experience. He is currently with Cornerstone Capital, Inc. and has been with Petersen Flynn & Dinsmore Inc. since 2001. Cornerstone Capital, Inc. provides investment management services primarily to individuals, trusts and estates, charitable organizations, and institutional clients 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 yet diversified portfolios with discretionary management and regular team-based account reviews.

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.

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.

Tamaki Faneuff is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Catalyst Private Wealth, LLC since 2022 and previously worked at Sanford C. Bernstein & Co., LLC and UBS. Catalyst Private Wealth is an SEC-registered advisory firm that serves individuals, trusts, retirement plans, and institutions with investment management, financial planning, and consulting services. The firm employs both active and passive strategies and multiple analytical methods to tailor diversified portfolios to client goals and risk tolerances.

Vijay Patel is a financial advisor at MA Private Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mercer Global Advisors Inc. and Dragon Financial Group. Patel joined MA Private Wealth in 2021, where he is part of a team of five advisors. MA Private Wealth 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, using a tailored, long-term investment approach grounded in fundamental analysis and supported by third-party research and model recommendations.

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.

Shane Clark is a Series 65-licensed advisor with International Asset Management in San Mateo, CA, with five years of industry experience. He has worked at Individual Asset Management, Inc. since 2020 and Odyssey Wealth LLC since 2017, where he also serves as Chief Compliance Officer. Prior to that, he held roles at Cross Border Planning and Fresh Minds Consulting. International Asset Management serves individual and high-net-worth clients, focusing on U.S. expatriates and non-U.S. residents with U.S. investment accounts. The firm offers discretionary portfolio management and comprehensive wealth management using a global investment approach that incorporates currency hedging and cross-border tax considerations.

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.