Aaron Brickley is a CFP® with 18 years of industry experience. He is a principal at Brickley Wealth Management, where he has worked since 2017. Prior to that, he was affiliated with LPL Financial for six years. Brickley Wealth Management provides portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers for individuals, trusts, pension and profit sharing plans, and business entities. The firm employs a long-term, diversified investment approach that combines modern portfolio theory, active and passive funds, ESG screening, and manager due diligence.

Gary De Mera is a financial advisor with RB Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at APW Capital, Inc. and Fsc Securities Corp. Outside of his advisory work, he serves as Co-Trustee managing the Desmond Family Trust and owns Bay Valley Properties, a real estate referral and management business. RB Capital Management, LLC serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management with an emphasis on hedged strategies and managed fixed-income portfolios, integrating personalized financial planning and active portfolio monitoring.

Preston Mayo is a financial advisor at Insight Wealth Strategies, LLC in San Ramon, CA. He holds Series 65 and Series 63 licenses and has recently entered the industry, with experience beginning in 2023. His prior roles include positions at LPL Enterprise LLC, Frost Bank, Fidelity Investments, and as a contractor with U.S. Bank. Insight Wealth Strategies offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, and institutions. The firm uses proprietary portfolio models primarily based on low-cost, diversified ETFs and individual stocks, employing a multi-disciplinary investment process that includes fundamental, technical, quantitative, and sector analysis.

Bugra Bakan is a CFP® with 18 years of industry experience, currently serving at Occidental Asset Management, LLC since 2020. His prior experience includes roles at Shield Wealth Management, TD Ameritrade Investment Management, TD Ameritrade, Inc., and RBC Capital Markets. Occidental Asset Management advises high-net-worth individuals and institutional clients through separately managed accounts, providing wealth management, portfolio management, and comprehensive financial planning. The firm employs a range of analysis and trading tools and operates with a 12-advisor team across six offices.

Denise Farkas is a financial advisor at Sage Rhino Capital LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sage Rhino since 2017, following five years at Merrill. 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 and employs a range of strategies including fundamental and quantitative analysis, with the use of derivatives and options-related strategies in separately managed accounts.

John Nolan is a financial advisor at Malakoff Wealth with five years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Electronics for Imaging, and BDO. Nolan provides investment advisory services through Master Wealth, LLC, an independent investment advisor firm. Malakoff Wealth offers financial planning and consulting services to individuals, trusts, nonprofit organizations, banks, business entities, and pension/profit-sharing plans. The firm focuses on written financial plans and periodic reviews, referring clients to LPL Financial for investment implementation and portfolio supervision, and emphasizes manager evaluation without discretionary portfolio management or percentage-based fees.

Carlo Panaccione is a financial advisor with Navigation Group LLC in Redwood City, CA, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Navigation Group since 1999 and affiliated with LPL Financial, LLC since 1998. He has also engaged in paid speaking on practice management and tools in the past. Navigation Group provides wealth planning, investment management, consulting, and advisory referral services to individuals, including high-net-worth clients, pension and profit-sharing plans, investment companies, and business entities. The firm employs a strategic asset allocation approach combining passive and actively managed funds, integrates investment management with coordinated wealth planning, and manages over $1 billion in client assets.

Maika Heck is a financial advisor at Vantage Wealth Management, LLC in San Mateo, CA, holding a Series 65 credential with one year of industry experience. Prior to joining Vantage Wealth Management, she was employed at David Alan Hospitality Group and was a student for nine years. Vantage Wealth Management is a multi-advisor team that provides financial planning and portfolio management to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and small businesses. The firm focuses on customized asset allocation using mutual funds and ETFs, offering both discretionary and non-discretionary management alongside financial planning services.

Cole Durkin is a CFA® charterholder with nine years of industry experience. He has been with Insight Wealth Strategies, LLC since 2018, following two years at Lincoln Financial Advisors Corporation. Durkin holds a Series 66 license and is based in San Ramon, CA. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term, model-driven investment approach using proprietary portfolios alongside independent manager referrals, integrating fundamental, technical, quantitative, and sector analysis across diverse asset classes.

Martin Miller is a financial advisor at MA Private Wealth, LLC with 34 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2018. Outside of advising, he serves as CEO of Fly Big Blue, LLC, an aviation holding company. MA Private Wealth, LLC manages approximately $584 million for about 350 clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, and select entities. The firm employs a tailored, holistic investment approach focused on fundamental analysis and long-term strategies.

Bradley Haupt is a financial advisor with American Investors Company, holding a Series 63 designation and bringing 49 years of industry experience. He has been with American Investors Company since 2006 and also operates Allied Tax Planners, where he provides tax preparation, planning, and audit representation services. American Investors Company serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations with investment advisory and financial planning services. The firm offers both discretionary and non-discretionary asset management, financial planning, 401(k) investment monitoring, and conducts evaluations of third-party money managers, combining broker-dealer and SEC-registered adviser activities.

Saul Greene is a financial advisor at Kaizen Financial Strategies, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Cyberpress, Waddell & Reed, Inc., and Ameriprise. In addition to his advisory role, he is also licensed as an insurance agent in Milpitas, CA. Kaizen Financial Strategies serves individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations with financial planning, retirement plan consulting, and asset management. The firm employs a diversified investment approach including fundamental, technical, and sector analysis, and offers managed accounts utilizing advanced strategies such as options, margin, and hedging within its wrap-fee program.

Timothy Raftis is a CFP® professional with 35 years of industry experience. He is currently with Insight Wealth Strategies, LLC, where he has worked since 2021. His prior experience includes roles at B|O|S, Bank of America, and Merrill. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and institutions. The firm employs a long-term, model-driven investment process utilizing proprietary portfolios, low-cost ETFs, individual stocks, and alternative holdings, along with a detailed marketing and reporting program.

Evan Nelson is a CFP® professional with nine years of industry experience. He has been with Nelson Capital Management, LLC since 2014. Nelson Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other investment advisers. The firm offers comprehensive portfolio management, written financial planning, and retirement plan asset-management services using a fundamental analysis-based investment process that includes ETFs, mutual funds, individual stocks and bonds with both long- and short-term strategies.

Archana Turaga is a financial advisor at Summitry, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Aspiriant LLC, Yellow Brick Road Financial Advisors LLC, and Carlton Pace Wealth Management. Summitry serves individuals and high-net-worth clients, as well as trusts, pension and profit-sharing plans, and investment companies. The firm uses a research-driven, bottom-up investment approach combining internally managed core strategies with independent managers and alternative approaches, while also advising a registered mutual fund.

Glenn Davis is a CFA® charterholder with 30 years of industry experience, currently serving at Bailard, Inc. since 1991. He previously worked at Bailard Fund Services, Inc. from 1991 to 2018. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm employs an active multi-asset approach combining quantitative models, fundamental research, and qualitative judgment, with offerings in sustainable and impact investing, and serves as both a sub-adviser and a manager of affiliated pooled vehicles.

Judy Han is a financial advisor at SVB Wealth with 18 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at several affiliated entities including Silicon Valley Bank and First Citizens Investor Services. Han currently serves as Managing Director – Client Service, providing wealth management advice to private bank and wealth clients. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services with investment advice delivered primarily through its investment adviser representatives who utilize a disciplined due diligence process and oversight.

Michael Faust is a CFA® charterholder with 24 years of industry experience. He has been with Bailard, Inc. since 2008, including five years in his current role. His career spans positions within Bailard Fund Services, Inc. outside of their asset management platform. Bailard provides wealth and asset management services to both individual and institutional clients, employing an active, multi-asset approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base that includes high-net-worth individuals, endowments, foundations, and pension plans, and offers sustainable and impact investing options upon request.

James Vandevoorde is a financial advisor at Summitry, LLC with 30 years of industry experience. He holds the Series 65 designation and previously worked at Vantage Wealth for 33 years before joining Summitry in 2026. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other investment advisers. The firm emphasizes a research-driven, bottom-up investment approach and offers discretionary portfolio management, financial planning, model equity strategies, third-party manager selection, and advisory services to a registered mutual fund.

Richard Larsen is a Series 65-licensed advisor with Team Hewins, LLC in Foster City, CA, bringing two years of industry experience. Prior to joining Team Hewins, he worked at Insight Global in various roles from 2019 to 2024. Team Hewins advises individuals, families, trusts, business entities, charitable organizations, and retirement plans, offering investment advisory, financial planning, and retirement plan consulting services. The firm’s investment approach is grounded in asset-allocation principles based on Modern Portfolio Theory and includes both discretionary and non-discretionary management, with a notable focus on serving state and municipal employee benefit plans.