Erin Hadley is a CFP® with 14 years of industry experience. She has worked at Occidental Asset Management, LLC since 2015 and previously spent four years with Personal Financial Consultants Securities Corporation. Occidental Asset Management, LLC serves high-net-worth individuals and institutional clients, managing approximately $1.4 billion across roughly 945 accounts. The firm employs a discretionary approach using fundamental, technical, and cyclical analysis, and offers wealth management, portfolio management, and financial planning services through a 12-advisor team spread across six offices.

Matthew Casas is a CFA® charterholder with 13 years of industry experience. He has worked at Saratoga Research & Investment Management since 2011. Saratoga Research & Investment Management provides discretionary portfolio management primarily to individuals, including high-net-worth clients, and various institutional clients. The firm employs a long-only, large-cap equity investment approach using quantitative and qualitative analysis, managing approximately $2.5 billion across separately managed accounts, mutual fund sub-advisory, and model portfolios.

Alexis Marriott is a financial advisor at Wealth Architects, LLC in Mountain View, CA, holding a Series 65 credential with less than one year of industry experience. Prior to joining Wealth Architects, Alexis worked briefly at Integris Wealth Management and was involved with Boxing Strong Monterey. Wealth Architects serves individuals, trusts, retirement plans, and charitable organizations by providing comprehensive wealth management and planning services. The firm uses a structured investment process based on modern portfolio theory, offering tailored portfolio management and planning, including tax planning, often on a discretionary basis.

Bryan Wilson is a financial advisor with Catalyst Private Wealth, LLC in San Mateo, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He co-founded Catalyst Private Wealth and serves as a partner, working directly with clients and assisting with day-to-day firm management. He is also a registered representative of Emerson Equity LLC. Catalyst Private Wealth is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and institutions. The firm offers discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection, using both active and passive strategies to tailor diversified portfolios to client goals and risk tolerances.

Sultan Beardsley is a financial advisor at Twin Peaks Wealth Advisors with a Series 65 credential and three years of industry experience. His prior roles include positions at LPL Financial and Swing Education. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, high-net-worth families, trusts, retirement plans, and other entities. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, offering discretionary portfolio management and integrated financial planning through separately managed accounts and specialized sub-advisory strategies.

Samuel Mitsui Reyes is a financial advisor at Wealth Architects, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Istituto Lorenzo De Medici, Brighton Jones, Northwestern Mutual, AlloyLabs, and Next Level Burger. 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, utilizing tailored portfolio management and planning services, with an emphasis on discretionary account management, sub-advisory arrangements, and detailed regulatory disclosures.

Peter Ling is a Series 65-licensed financial advisor with Morling Financial Advisors, LLC, where he has worked for 27 years. He is also the principal and president of Morling & Company, an accounting and financial services firm he founded in 1985. Additionally, Ling holds leadership roles in several other businesses, including Systems Integration Solutions and Commerce Solutions Inc., both in the IT sector. Morling Financial Advisors serves a diverse client base including individuals, families, trusts, businesses, and nonprofit organizations. The firm provides discretionary investment management, financial planning, and pension consulting, using a client-specific strategic asset allocation that combines index-based public equity and fixed income, mutual funds, ETFs, and alternative investments.

John Lee is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Vantage Wealth Management, LLC since 2015. He previously worked at LPL Financial, LLC, beginning in the same year. Outside of his advisory role, Lee is a board member of The Schultz Celebrity Golf Classic, an annual fundraising event supporting Sonoma County children's charities. Vantage Wealth Management is a multi-advisor SEC-registered firm managing over $1.1 billion in assets, providing financial planning and portfolio management to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and small businesses. The firm uses a customized asset-allocation approach with mutual funds and ETFs, employing both strategic and tactical allocation supported by multiple third-party platforms.

Andrew Early is a financial advisor at Saratoga Research & Investment Management with seven years of industry experience. He holds a Series 65 designation and has been with Saratoga Research & Investment Management since 2017. Prior to his current role, he spent a year working at JDog Junk Removal. Saratoga Research & Investment Management is an SEC-registered multi-advisor firm managing approximately $2.5 billion for over 2,500 clients. The firm offers discretionary, long-only separately managed accounts focused on large-cap equity strategies and serves a diverse client base, including high-net-worth individuals, retirement plans, foundations, and corporations.

Eric Hughes is a financial advisor with Valley Wealth Strategies, LLC in Sunnyvale, CA, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial LLC since 2017 and previously at National Planning Corporation from 2013 to 2017. Outside of his advisory role, he operates Rick E. Hughes Financial, focusing on fixed annuities and life insurance. Valley Wealth Strategies advises individuals, families, trusts, and organizations with customized investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis, managing over $1.2 billion in assets, with a notable portion managed on a non-discretionary basis.

Marian Wellman is a financial advisor with International Asset Management in San Mateo, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Individual Asset Management, Inc. since 2006. Outside of advising, she operates a tax preparation business focused on U.S. tax services for clients in Mexico. International Asset Management serves individual and high-net-worth clients, particularly U.S. expatriates and non-U.S. residents with U.S. investment accounts. The firm offers discretionary portfolio management, wealth planning, and financial consulting with a global investment approach that includes attention to currency hedging and cross-border tax considerations.

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.

Lawrence Pizzella is a financial advisor at Aria Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has worked at Aria Wealth Management since 2017. Pizzella also serves as a Portfolio Administrator and consultant at Legacy Wealth Advisors and as a Trading Specialist at the Institute for Wealth Management. Aria Wealth Management serves individual and institutional clients, including high-net-worth families, trusts, corporations, and pension plans. The firm uses an asset allocation framework informed by fundamental and technical analysis and manages discretionary accounts with access to institutional custodial services.

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.