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.

Alfred Au is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with DiversiFi Capital Inc for eight years, following prior roles at Dragon Global Services, LLC, and Dragon Financial and Investment Group, LLC. Au is also a member of the holding company Dragon Global Services, which wholly owns Dragon Financial Group. DiversiFi Capital Inc provides investment advisory and financial planning services primarily to individual and high-net-worth clients, while also advising pooled investment vehicles. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and quantitative analysis, and sponsors private funds and special purpose vehicles focused on frontier technology investments.

Bradford Dinsmore is a financial advisor at Cornerstone Capital, Inc. with 28 years of industry experience. He has been with Petersen, Flynn & Dinsmore, Inc. since 1995. Cornerstone Capital, Inc. provides investment management to individuals, trusts, estates, charitable organizations, and institutional clients through separately managed equity and fixed-income accounts. The firm follows a capital preservation philosophy that integrates fundamental, technical, and cyclical analysis, managing approximately $1.26 billion with a small team and maintaining a relatively concentrated yet diversified portfolio approach.

Caroline Novak is a financial advisor at Sage Rhino Capital LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets, utilizing a range of securities and strategies including derivatives and options to align portfolios with client objectives.

Thomas Lowish is a CFP® with four years of industry experience, currently serving as an advisor at Diversifi Capital Inc in Los Altos, CA. He has been with DiversiFi Capital LLC since 2022. 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 combines fundamental, technical, and quantitative analysis in its investment process and manages multiple private funds and special purpose vehicles focused on frontier technology investments.

Robert Valentine is a Series 66-licensed financial advisor with 14 years of industry experience. He has been with RPG Investment Advisory, LLC since 2014. The firm provides portfolio management and financial planning services primarily to high-net-worth individuals, managing approximately $1.04 billion in client assets. RPG uses firm-developed model portfolios and employs both fundamental and technical analysis to tailor investment strategies based on client objectives and risk tolerance.

Ross Revenaugh is a financial advisor at Avalon Capital Management with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Sanford C. Bernstein & Co., LLC, Echelon Asset Management, and as an independent consultant. He has been with Avalon Capital Management since 2020. Avalon Capital Management serves high net worth individuals and families, offering discretionary investment management, cash management, and fixed-income services. The firm uses a proprietary, quantitative investment process combined with external research to implement active, dynamic global asset allocation across multiple asset classes.

Eric Thurber is a financial advisor at Three Bridge Wealth Advisors in Los Altos, CA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sanctuary Securities, llc from 2011 to 2017. Since November 2023, he has served as Chairman of the Board of Trustees for the International Farmhouse Foundation. 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, coordinated financial planning, and integrates third-party managers, focusing on long-term strategies and continuous account supervision.

Julianne Jeffrey is a financial advisor at Silicon Valley Capital Partners, L.P. with a Series 65 designation and one year of industry experience. She has previously worked at Ensemble Capital Management, LLC, Parallel Advisors, LLC, and SunOpta Trading. Silicon Valley Capital Partners, L.P. offers discretionary investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm uses a combination of top-down macroeconomic analysis and bottom-up valuation with proprietary momentum models to tailor portfolios according to clients’ risk tolerance, time horizon, and liquidity needs.

Christopher Connolly is a financial advisor at Mirador Capital Partners with one year of industry experience. He holds a Series 65 designation and has prior experience at Stonecastle Land and Home Financial and Service Champions. Outside of his advisory role, he owns and operates CJC Lending Corp., a mortgage brokerage business. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses with discretionary portfolio management, financial planning, and estate-planning coordination. The firm employs a top-down fundamental investment approach supplemented by technical analysis and offers a range of asset-allocation models across public and private securities and alternative investments.

Michael Bergines is a financial advisor at Prospero Wealth, LLC with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Prospero Wealth in 2025, he worked at Armanino LLP, BTN Consulting, Addi, Inc., Conversica, and PayPal. Prospero Wealth provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, businesses, and employer retirement plans. The firm offers tailored investment programs using individual securities, ETFs, derivatives, and long-short strategies, along with assets-under-advisement consulting for other advisers.

Joseph Garcia is a financial advisor at Mirador Capital Partners with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill Lynch and Bank of America prior to joining Mirador in 2019. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses by providing discretionary portfolio management, financial planning, estate-planning coordination, and plan-sponsor retirement consulting. The firm employs a top-down fundamental investment approach supplemented by technical analysis and offers a variety of asset-allocation models across public and private securities and alternative vehicles.

Nicole Glazer is a financial advisor at Sage Rhino Capital LLC with nine years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2014 to 2017. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets, utilizing a range of securities and strategies including options-related approaches and alternative investments.

Roger Gainer is a ChFC® credentialed financial advisor with 18 years of industry experience. He is affiliated with Heckman Financial & Insurance Services, Inc., where he has worked since 2011, and also serves as president of Gainer Financial & Insurance Services, an insurance agency specializing in life insurance and annuities. In addition to his advisory work, he is involved in software sales through a separate business. Heckman Financial & Insurance Services provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans. The firm combines advisory services with insurance production, tax-preparation services, and estate-planning software sales, and offers educational seminars and workshops for clients and the public.

Matthew Shibata is a CFA® charterholder with 17 years of industry experience. He has been with Morling Financial Advisors, LLC since 2009. The firm serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations, offering discretionary investment management, financial planning, and pension/retirement plan consulting. Morling Financial Advisors typically implements portfolios using index-based strategies, mutual funds, ETFs, equities, fixed income, and alternative vehicles, while maintaining client relationships and monitoring through a team of 15 advisors.

Patrick Phillips is a CFP® professional with 12 years of industry experience. He has been with Wealth Architects, LLC since 2011, including two years during 2016 to 2018 in a previous capacity. 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 employs a modern portfolio theory-based investment process with tailored strategic asset allocation and provides comprehensive wealth management and planning, coordinating non-investment services through a Board of Advisors of third-party professionals.

Iftikhar Ahmed is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Kaizen Financial Strategies, LLC since 2018. Prior to joining Kaizen, he worked at Waddell & Reed, Inc for three years. He also holds an insurance agent designation. Kaizen Financial Strategies works with individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations to provide financial planning, retirement plan consulting, and asset management. The firm employs a range of investment strategies, including advanced options and margin techniques, and offers tailored wrap-fee accounts as part of its Enhanced Income Portfolios program.