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.

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.

Charles Mcateer is a financial advisor with ARIA Wealth Management who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at ARIA Wealth Management since 2019 and previously spent four years with Raymond James Financial Services. Outside of his advisory role, he is co-owner of Life Changing Nutraceuticals Inc., where he manages the company’s finances and works with legal counsel on business and intellectual property matters. ARIA Wealth Management is a fee-based registered investment adviser managing over $120 million in client assets. The firm serves individuals, high-net-worth clients, family groups, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary investment management driven by fundamental and technical analysis within an asset-allocation framework.

Lance Pieper is a CFP® professional with five years of industry experience, currently serving at Concentrum Wealth Management. He has been with the firm since 2018. Concentrum Wealth Management is a team-based registered investment adviser that serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on wrap-fee asset management and employs investment strategies that include derivatives and margin, distinguishing it from many similar-sized advisory teams.

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.

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.

Elizabeth Luna is a financial advisor at ARIA Wealth Management with 19 years of industry experience. She holds a Series 65 designation and has worked with firms including Sowell Financial Services, Omni Global Group, and Concert Wealth Management. Outside of her advisory work, she serves as a board member of Grail Family Services, a nonprofit organization focused on services for children, and is a part owner of Myriad Financial, Inc. ARIA Wealth Management is a fee-based registered investment adviser managing over $122 million in client assets. The firm serves a diverse client base, including high-net-worth individuals, family groups, trusts, pension plans, and charitable organizations, offering investment supervisory services, financial planning, and consulting through a combination of discretionary and non-discretionary strategies.

Harpal Sangha is a Series 65 licensed advisor at Heckman Financial & Insurance Services, Inc. with prior experience at Cantab Asset Management Ltd. and a background that includes roles outside the financial industry. He is based in San Jose, CA. Heckman Financial & Insurance Services, Inc. advises individuals, trusts, estates, charitable organizations, and businesses, offering discretionary asset management, financial planning, and ERISA retirement-plan advisory services. The firm combines portfolio management with insurance brokerage and tax-preparation services and conducts educational seminars and workshops for the public.

Christopher Missirlian is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Wealth Architects, LLC since 2023 and previously spent seven years at Parkworth Wealth Management, Inc. Wealth Architects serves individuals, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations, offering comprehensive wealth management alongside wealth planning and consulting. The firm’s investment process is based on modern portfolio theory and includes tailored portfolio management with documented client testimonials and a formal Board of Advisors coordination service.

Tierney Bosset is a CFP® and holds a Series 65 license with three years of industry experience. She has been with Saratoga Research & Investment Management since 2019, following a brief tenure at Mutual Advisors, LLC. Saratoga Research & Investment Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as various institutional clients such as pension plans, endowments, and registered investment companies. The firm employs a long-only approach focused on large-cap equities, using a structured process that combines quantitative screening with qualitative analysis and dual valuation techniques.

Charles Tran is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with Wealth Architects, LLC and previously worked at Allworth Financial and Silicon Valley Wealth Advisors. Wealth Architects serves individual investors, high-net-worth clients, trusts and estates, retirement and pension plans, and charitable organizations, providing comprehensive wealth management and planning. The firm’s investment approach is based on modern portfolio theory and tailored strategic asset allocation, with discretionary portfolio management primarily using mutual funds, ETFs, and individual debt securities.

Mark Astrinos is a CFP®, PFS™, and Series 65-licensed financial advisor at Libra Wealth LLC with 13 years of industry experience. He previously worked at Chamberlain Financial Planning & Wealth Management and Vista Wealth Management, LLC. Libra Wealth LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm employs a Modern Portfolio Theory and Fama–French multi-factor framework-based investment approach, utilizing low-cost, passive mutual funds and ETFs while emphasizing diversification, tax efficiency, and long-term strategies.

Mathew Spencer is a financial advisor at Saratoga Research & Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JMP Securities LLC for five years before joining Saratoga Research & Investment Management in 2019. Saratoga Research & Investment Management provides discretionary portfolio management primarily through separately managed accounts to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, endowments, and charitable organizations. The firm employs a long-only, concentrated large-cap equity strategy using a four-step process that combines quantitative screening, qualitative analysis, and dual valuation techniques.

Brendon Kempin is a financial advisor at Cynosure Portfolio Advisors LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at IEQ Capital, LLC and First Republic Securities Company, LLC. Cynosure Portfolio Advisors serves individual advisory clients, focusing on retail and non–high-net-worth individuals connected to clients of its affiliate, The Cynosure Group, LLC. The firm offers customized portfolio advisory and integrated financial planning, using a strategic asset allocation framework and a range of investment vehicles, with ongoing monitoring and periodic rebalancing.

Robert Meng is a CFA® charterholder with 11 years of industry experience. He has been with Saratoga Research & Investment Management since 2014. 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 employs a long-only, concentrated large-cap equity approach using a structured process combining quantitative and qualitative analysis, managing approximately $2.5 billion across about 2,800 clients.

Mark Gordon is a CFP®, CFA®, and holds a Series 66 license with 19 years of experience in financial advising. He has been with Wealth Architects, LLC since 2012, serving in Mountain View, CA. Wealth Architects serves individuals, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations, providing comprehensive wealth management, planning, and consulting. The firm employs a modern portfolio theory-based investment process, offers tailored portfolio management, and incorporates tax planning into its services.

Peter Ta is a financial advisor at TTP Investments, Inc. based in San Jose, CA. He holds a Series 65 designation and has two years of industry experience. His prior work history includes roles at Target, San Jose State University, Smart & Final, Taco Bell, and De Anza Community College. TTP Investments provides discretionary asset management, financial planning, and tax-related advice to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm customizes investment programs to client objectives and uses both fundamental and technical analysis, with a Growth strategy that incorporates sector momentum and derivatives within separately managed accounts.

Aaron Rubin is a CFP® and Series 66-licensed financial advisor with 17 years of industry experience. He has been with Werba & Davis Advisory Services since 2008 and currently practices at Werba Rubin Papier Wealth Management, LLC in San Jose, CA. Outside of advisory services, he provides tax accounting services, including tax return preparation and consulting. 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 applies a risk-based investment approach grounded in Modern Portfolio Theory and manages approximately $1.13 billion in assets across a team of seven advisors.

Mary Russell is an advisor at Werba Rubin Papier Wealth Management, LLC with seven years of industry experience. She is also the owner and president of Stock Option Counsel, P.C., a legal practice specializing in counseling individual employees of technology startups on equity compensation matters. Russell has worked at Werba Rubin Papier Wealth Management since 2019 and at Sage Rhino Capital, LLC since 2020. Werba Rubin Papier Wealth Management provides investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, and pension or profit-sharing plans. The firm employs a risk-based, long-term investment approach grounded in Modern Portfolio Theory and offers diversified portfolios using mutual funds, ETFs, stocks, and bonds tailored to client goals.

Eric Heckman is a CFP® and ChFC® with 24 years of experience in financial advisory services. He is the principal of Heckman Financial & Insurance Services, Inc. in San Jose, CA, where he has worked since 1992. Outside of advisory work, he is involved in tax preparation and conducts financial education seminars as a speaker and chapter director for the Financial Knowledge Institute. 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, and estate-planning software sales, and offers ERISA plan advisory services along with educational seminars.