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.

Jessica Ng is a financial advisor at Wealth Architects, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at IEQ Capital, First Republic Bank, Morgan Stanley, Chase Bank, and Starbucks. Wealth Architects serves individuals, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations, providing comprehensive wealth management along with wealth planning and consulting. The firm employs a modern portfolio theory-based investment process, managing portfolios on a discretionary basis with regular monitoring and reporting.

Sean Mc Nally is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Traveka Wealth, LLC, where he has worked since 2023. Prior to that, he was employed at United Capital and Wells Fargo in various roles from 2015 to 2023. Traveka Wealth serves individuals, trusts, estates, corporations, and retirement plans with comprehensive financial planning and both discretionary and non-discretionary investment management. The firm emphasizes fundamental analysis, broad diversification, low costs, tax efficiency, and customization, managing approximately $648 million in assets with a focus on wealthier households.

Jodee Lownsbury is a CFP® professional with seven years of industry experience, currently serving as an advisor at BetterWealth LLC since 2015. Based in San Jose, CA, she is part of a five-advisor team. 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, offers discretionary account management, and is notable for employing strategies such as borrowing within client brokerage accounts and limited options trading.

Stuart Friedman is a Series 65-licensed financial advisor with Riley Friedman Asset Management in Los Altos, CA, bringing 23 years of industry experience. He has worked with Riley Friedman Asset Management since 2011 and Denaris Advisors, LLC since 2013. Riley Friedman Asset Management provides ongoing portfolio management and integrated basic financial planning to individuals, high-net-worth individuals, and pension/profit-sharing plans. The firm employs a fundamental, long-term, value-oriented investment approach focused on capital preservation, transparency, liquidity, and diversification.

Christopher Lococo is a financial advisor at American Investors Company with 13 years of industry experience. He holds a Series 66 designation and has worked at First Street Wealth Advisors/John E. Lococo since 2018 and at American Investors Company since 2016. Outside of his advisory work, he served at Fremont Aikido for 16 years. American Investors Company provides investment advisory and financial planning services to a range of clients, including individuals, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary management, financial planning, and retirement advice, operating with a combined broker-dealer and SEC-registered adviser structure.

Manjeshwar Bhat is a financial advisor with Kane Investment Management, Inc. in Los Gatos, CA, holding a Series 65 designation and 16 years of industry experience. He has been with Kane Investment Management since 2009. Kane Investment Management provides tailored investment account management and advisory services to individuals, high-net-worth clients, 401(k) plans, trusts, and estates. The firm uses a combination of charting, fundamental and technical analysis to manage portfolios, typically on a discretionary basis, and offers performance-based fee arrangements for qualified clients.

Kimberly Helm is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Quantum Financial Advisors, LLC since 2022 and previously was with Abacus Wealth Partners from 2018 to 2022. Outside of advisory work, she serves as a teaching assistant at the University of Pennsylvania, managing student assignments and providing academic support. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with portfolio management, financial planning, and retirement plan consulting. The firm uses a rules-based, asset-class investment process favoring mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable strategies with access to institutional-class funds and complex instruments for sophisticated clients.

Brandon Kurz is a CFP® with 12 years of experience in financial advising. He has been with DiversiFi Capital Inc since 2018, including its prior iteration as Compass Capital Management. His prior roles include positions at Mercer Advisors and Aldrich Wealth. Kurz also receives compensation for assisting clients with life insurance sign-ups during financial planning meetings. DiversiFi Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $671 million in assets. The firm combines fundamental, technical, and quantitative analysis with an explicit social-impact investment filter and offers specialized products, including private funds and SPVs focused on frontier technology investments.

Parvin Manuchehri is a CFP® professional with 25 years of experience in financial advising. She has been with Clarity Wealth Advisors since 2011, working at the San Jose, CA–based firm that operates as a two-advisor team. Clarity Wealth Advisors serves individual clients, including high-net-worth individuals, as well as retirement plans, trusts, and other entities. The firm provides discretionary portfolio management, financial planning, and consulting services, often implementing strategies through proprietary or third-party model portfolios with ongoing monitoring and rebalancing.

Ronald Guay is a CFP® and holds a Series 65 license with nine years of industry experience. He currently works at Falcon Wealth Planning, LLC and has previously been employed at Prosperity Capital Advisors, Garrett Investment Advisors, Parsonex Advisory Services, Synchrony Financial, and GE Capital. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm offers portfolio management, comprehensive financial planning, and a Family Office service for clients with over $5 million in assets, utilizing both fundamental and technical analysis alongside modern portfolio theory.

Scott Allison is a financial advisor with Kera Capital Partners in San Jose, CA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and a creative enterprise, Scott Allison Films. Kera Capital Partners serves individual and high-net-worth clients as well as institutional clients, managing assets across a multi-advisor platform with over $1.3 billion in assets under management. The firm combines fundamental and quantitative analysis to build tailored portfolios using various asset classes and provides discretionary and non-discretionary portfolio management alongside targeted consulting.

Alison Cornwell is a financial advisor at Silicon Valley Capital Partners, L.P. in San Jose, CA, holding Series 63 and Series 65 licenses with six years of industry experience. She has worked at Silicon Valley Capital Partners since 2022 and spent ten years at Rebalance prior to that. 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 combines a top-down macroeconomic framework with bottom-up valuation and proprietary momentum indicators in its investment process.

Kevin Tanner is a financial advisor with Saratoga Research & Investment Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Saratoga Research & Investment Management since 1995. Saratoga Research & Investment Management is an SEC-registered multi-advisor firm managing approximately $2.5 billion for over 2,500 clients. The firm focuses on discretionary, long-only large-cap equity strategies and serves high-net-worth individuals, retirement plans, foundations, corporations, registered investment companies, and pooled vehicles, offering model portfolios and sub-advisory services.

Scott Jacobs is a financial advisor at Werba Rubin Papier Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at EP Wealth Advisors, DeYoe Wealth Management, Benjamin Madison Wealth Advisors, and Cetera Advisors. 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 follows a Modern Portfolio Theory-based, risk-focused investment approach and manages approximately $1.13 billion in assets across a team of seven advisors.

Dennis Kane is a financial advisor at Kane Investment Management, Inc. in Los Gatos, CA, with seven years of industry experience. He holds a Series 63 designation and is part of a six-advisor team at the firm. Kane Investment Management, Inc. provides investment account management and advisory services to individuals, high-net-worth clients, 401(k) plans, trusts, and estates, utilizing a mix of charting, fundamental and technical analysis to construct portfolios. The firm manages various securities including equities and U.S. government securities, generally on a discretionary basis, and offers performance-based fee arrangements for qualified clients.

Iris Nguyen is a financial advisor at Wealth Architects, LLC with 13 years of industry experience. She holds a Series 65 designation and has been with Wealth Architects since 2011. The firm serves individuals, trusts, estates, retirement plans, pension and profit-sharing plans, and charitable organizations, providing comprehensive wealth management, planning, and consulting services. Wealth Architects employs a modern portfolio theory-based investment process and offers tailored portfolio management alongside planning services, including tax planning.

Austin Cua is a CFP® professional with six years of industry experience and currently serves as an advisor at Potentia Wealth. His work history includes roles at Potentia RIA, LLC, Mariner Independent Advisor Network, LPL Financial, and Raroque Wealth Management. Prior to his financial services career, he spent nine years at Loyola University of Chicago. Potentia Wealth provides investment management and financial planning services to individual clients, including high-net-worth individuals, using discretionary portfolio management combined with standalone and subscription financial planning. The firm integrates tax preparation services through its affiliated business, Potentia Tax, and employs a combination of fundamental, technical, and top-down analysis to guide investment decisions.