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.

Christopher Combs is a financial advisor with Silicon Valley Capital Partners, L.P. in San Jose, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Silicon Valley Capital Partners since 2002. Silicon Valley Capital Partners provides discretionary investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm manages approximately $1.08 billion in assets and uses a combination of top-down macroeconomic analysis, bottom-up valuation, and proprietary momentum models in its investment process.

Harris Willner is a financial advisor at Ttp Investments, Inc. with 27 years of industry experience. He holds a Series 65 designation and has served as President and CEO of The Tax Practice, Inc., a tax preparation services firm, since 1992. Ttp Investments provides discretionary asset management, financial planning, and consulting to individuals, trusts, estates, retirement plans, and business entities. The firm integrates tax advice through its affiliated tax practice and uses a combination of fundamental and technical analysis to manage custom portfolios aligned with client risk profiles.

Jason Papier is a Series 65 licensed financial advisor with 19 years of industry experience. He has been with Werba Rubin Papier Wealth Management, LLC since 2017 and previously worked at Fluent Wealth Partners, LLC for ten years. He is based in San Jose, CA, and is part of a seven-advisor team. Werba Rubin Papier Wealth Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm employs a long-term, risk-based allocation approach grounded in Modern Portfolio Theory and manages approximately $1.13 billion in assets.

Victor Huang is a financial advisor at Morling Financial Advisors, LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Morling Financial Advisors since 2015. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and pension consulting. The firm employs a client-specific strategic asset allocation using index-based equities and fixed income, mutual funds, ETFs, and alternative investments, with ESG integration available upon request.

Bryan Buchert is a CFP® with 12 years of industry experience, currently serving at Kera Capital Partners in San Jose, CA. His prior roles include positions at Citigroup, Bank of America, Merrill, and Mass Mutual Investors Services. Outside of advisory work, he is involved in insurance sales through Highland Capital Brokerage. Kera Capital Partners manages over $1.3 billion and serves individual clients, foundations, trusts, retirement plans, corporations, and pooled investment vehicles. The firm combines fundamental and quantitative analysis with an outcomes-oriented asset allocation approach, offering discretionary and non-discretionary portfolio management alongside consulting on estate, real estate, and retirement matters.

Daniel Platt is a CFP® and CFA® with 17 years of experience in the financial services industry. He has worked at Neumann Capital Management since 2019 and previously held roles at Brio Financial Group and Ameriprise Financial Services. Platt is based in Foster City, CA, and holds Series 63 and Series 65 licenses. Neumann Capital Management serves individual and high-net-worth clients, as well as trusts and charitable organizations, offering both comprehensive and essential wealth management programs. The firm employs a strategic asset allocation approach with disciplined rebalancing and in-house research, managing approximately $568.5 million in discretionary assets across five offices.

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.

Perry Clifton is a financial advisor with Tactive Advisors, LLC in Santa Clara, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Strategy Marketplace LLC, ChangePath, LLC, Sorrento Pacific Financial, LLC, Partnervest Advisory Services, and Heffernan. Clifton is also an insurance agent, involved in the sales of fixed, index, life, health, and property and casualty insurance products. Tactive Advisors serves individuals, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management through a robo-advisor platform and an Advisor Advice service. The firm uses a Black-Litterman framework for blended model portfolios and operates both retail and sub-advisory services, with a notable focus on servicing other advisors and managing a mix of discretionary and non-discretionary assets.

Andrew Cattano III is a financial advisor at Occidental Asset Management, LLC with 25 years of industry experience. He has held roles at Occidental since 2013 and previously worked at Acc Investment Management, Inc. from 2001 to 2014. He holds a Series 63 designation. Occidental Asset Management advises high-net-worth individuals and institutional clients through separately managed accounts, providing wealth management, portfolio management, and comprehensive financial planning services. The firm employs a range of analytical tools and oversees roughly $1.4 billion for about 945 clients with a team of 12 advisors across six offices.

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.

Vincci Ma is a financial advisor at Kera Capital Partners with 18 years of industry experience. She previously worked at Morgan Stanley for 13 years before joining Kera Capital Partners in 2022. Outside of her advisory role, Ma is the owner of Vincela, a handmade soap business. Kera Capital Partners manages assets for individual, high-net-worth, and institutional clients through a multi-advisor platform with over $1.3 billion in assets under management. The firm combines fundamental and quantitative analysis to deliver tailored portfolios primarily using equities, fixed income, ETFs, options, and mutual funds, and acts as adviser to private pooled vehicles alongside wealth management accounts.

Shane Clark is a Series 65-licensed financial advisor with six years of industry experience. He is currently affiliated with International Asset Management and serves as an Investment Advisor Representative and Chief Compliance Officer at Odyssey Wealth LLC. Clark’s prior work includes a position at Cross Border Planning. International Asset Management is a team-based registered investment adviser serving individual clients, high-net-worth and expatriate investors, other advisory firms, and small businesses. The firm emphasizes a global investment approach with attention to currency hedging and cross-border tax considerations, managing approximately $173 million for about 188 clients.