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.

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.

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.

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.

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.

Tyler Craig is a financial advisor at Barry Investment Advisors, LLC with 11 years at the firm and three years of industry experience. He holds a Series 65 designation and is based in Half Moon Bay, California. Barry Investment Advisors provides wealth management and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm uses a Balanced Global Value approach that combines equities, fixed income, and cash across domestic and international markets, grounded in a Graham and Dodd value discipline.

Judy Lee is a financial advisor at Forthright Capital with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms including Prudential Insurance Company of America and New York Life Insurance Company. Lee is also involved with Forthright Capital Partners, LLC as an insurance agent soliciting individual life insurance and fixed annuity products. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations using primarily passive investment management and model-based portfolios tailored to individual client investment policies.

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.

Mitone Griffiths is a financial advisor at Vantage Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Vantage Wealth Management since 2007, also affiliated with LPL Financial LLC since 2014. Outside of his advisory role, he is a notary public in San Mateo, CA. Vantage Wealth Management serves individuals, including high-net-worth clients, as well as trusts, retirement plans, charities, corporations, and broker-dealers, providing personalized financial planning and asset management. The firm manages approximately $897 million in assets and builds customized portfolios using mutual funds and ETFs, applying strategic rebalancing and tactical adjustments across multiple platforms.

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.