Nicholas Venezia is a financial advisor at California Financial Advisors with a Series 65 designation and three years of industry experience. His prior work includes roles at Colliers International and Page Mill Winery, as well as self-employment. California Financial Advisors serves individuals, charitable organizations, and businesses by providing investment supervisory services, financial planning, and consulting. The firm’s investment approach focuses on asset allocation, mutual fund and ETF analysis, and due diligence of third-party managers, managing approximately $2 billion in assets.

Ryan Dennehy is a financial advisor at California Financial Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at Maloon, Powers, Pitre & Higgins, LLC since 2017. Prior to his advisory career, he was affiliated with CalPoly State University for four years. California Financial Advisors is an SEC-registered firm that provides portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm manages over $2 billion in client assets and employs a team-based approach with specialized investment strategies tailored to clients’ objectives and tax considerations.

Keley Petersen is a financial advisor at Willow Grove Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Willow Grove Advisors since 2009. Willow Grove Advisors is a fee-only, SEC-registered investment adviser managing approximately $300 million for about 187 client relationships, primarily individual and high-net-worth investors. The firm combines technical and economic analysis with strategic asset allocation and trading strategies, offering customized portfolio management and private placement due diligence for suitable clients.

Asha Culhane Husain is a financial advisor at Mirador Capital Partners with a Series 65 credential and one year of industry experience. Prior to joining Mirador, she held roles at Re:wild Your Compass, Boccaccios Restaurant, Conejo Family Health, Columbia University, and the University of California, Berkeley. Mirador Capital Partners provides portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and profit-sharing plans, and small businesses. The firm employs a top-down fundamental investment approach supplemented by technical analysis and offers multiple proprietary strategies across different asset classes.

John Kenny is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Illumination Wealth Management, where he has worked since 2022. Prior to this, he held roles at Savvy Investments & Planning LLC and MML Investor Services. Illumination Wealth Management serves individuals, high-net-worth clients, trusts, corporations, and retirement plans by providing comprehensive Financial Life Management that integrates financial planning and ongoing investment management. The firm employs client-specific investment policy statements and a strategic asset allocation approach with tactical adjustments, monitoring portfolios regularly with a focus on long-term allocation.

Erny Malakoff is a financial advisor at Malakoff Wealth with 40 years of industry experience. He holds a Series 63 designation and has worked with Master Wealth, LLC, Malakoff & Associates, and LPL Financial over his career. Outside of advisory work, Malakoff serves as a preacher at a Masonic residence. Malakoff Wealth provides financial planning and consulting services to individuals, trusts, nonprofits, banks, businesses, and pension/profit-sharing plans. The firm focuses on written financial plans and periodic reviews but does not manage client assets or accept custody, typically referring clients to LPL Financial for investment implementation and ongoing supervision.

Victor Huang is a financial advisor at Morling Financial Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Morling Financial Advisors since 2015. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm provides discretionary investment management, financial planning, and pension consulting, typically implementing portfolios through index-based strategies, mutual funds, ETFs, equities, fixed income, and alternative investments.

Cesar Dantes is a Series 63-licensed financial advisor with 29 years of industry experience. He has been with Prosperity Financial Group, Inc. in San Ramon, CA since 2010. Prosperity Financial Group serves individuals, including high-net-worth clients, trusts, estates, and business entities, providing asset management, financial planning, and consulting services. The firm manages approximately $503 million in discretionary assets through a team of seven advisors, offering customized portfolios and oversight of third-party money managers.

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.

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.

David Hedger is a CFP® and ChFC® professional with 36 years of experience in the financial services industry. He is affiliated with Liberty Wealth Management, LLC and has also been involved with AE Financial Services, LLC and Granite Bay Asset Management Group. In addition to his advisory roles, he is a health insurance agent and works with a privately held insurance field marketing association offering insurance products and services. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm provides comprehensive financial planning and investment management services, utilizing both centrally developed and adviser-specific strategies, and integrates a range of asset classes including private market investments.

Scott Lucia is a CFP® with 21 years of experience in financial advisory. He has been with Andrews, Lucia Wealth Management LLC since 2004, where he is the sole advisor. The firm manages approximately $497 million in discretionary assets for about 190 clients, including individuals, qualified retirement plans, trusts, and small businesses. Andrews, Lucia Wealth Management LLC employs a buy-and-hold investment approach based on modern portfolio theory, primarily using passively managed ETFs and no-load mutual funds, supplemented by separately managed fixed-income portfolios and customized investment policy statements.

Andrew Cattano III is a financial advisor at Occidental Asset Management, LLC with 25 years of industry experience. He holds a Series 63 designation and has been with Occidental since 2013. Prior to that, he was associated with Acc Investment Management, Inc. since 2001. Occidental Asset Management provides wealth management, financial planning, and portfolio management services primarily for high-net-worth individuals and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary services tailored to client objectives and risk tolerance.

Monica Padilla is a CFP® with 40 years of experience in the financial services industry. She has been with American Investors Company since 1990 and has operated as a sole proprietor since 1985. Outside of advising, she provides tax preparation services seasonally and acts as a trustee and trust planner for personal clients. American Investors Company serves individuals, retirement plans, trusts, estates, and charitable organizations, offering both advisory and broker-dealer services. The firm provides discretionary and non-discretionary asset management, financial planning, and conducts evaluations of third-party money managers while acknowledging ERISA fiduciary duties for retirement advice.

Faisal Shujayee is a financial advisor at Grant Private Wealth Management with a Series 65 credential and one year of industry experience. His prior work includes roles outside the financial industry and a recent transition from full-time student status. Grant Private Wealth Management is a six-advisor registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment programs are tailored to clients’ goals and risk tolerances, incorporating various analytical approaches, and it offers public educational seminars on general investment topics.

John Bargmann is a financial advisor at The Pacific Center for Financial Services with 31 years of industry experience. He holds a Series 63 designation and has worked at the firm since 1997, previously associated with Cetera and Cetera Wealth Services, LLC. Bargmann serves as a board member of the Micki Rainey Scholarship Fund. The Pacific Center for Financial Services provides financial planning, consulting, and investment management to individuals, including high-net-worth families and retirement accounts. The firm focuses on asset allocation and long-term diversification using fundamental, technical, and cyclical analysis and manages approximately $960 million in assets across multiple offices.

Shane Clark is a Series 65-licensed advisor with International Asset Management in San Mateo, CA, with five years of industry experience. He has worked at Individual Asset Management, Inc. since 2020 and Odyssey Wealth LLC since 2017, where he also serves as Chief Compliance Officer. Prior to that, he held roles at Cross Border Planning and Fresh Minds Consulting. International Asset Management serves individual and high-net-worth clients, focusing on U.S. expatriates and non-U.S. residents with U.S. investment accounts. The firm offers discretionary portfolio management and comprehensive wealth management using a global investment approach that incorporates currency hedging and cross-border tax considerations.

Eric Loofbourrow is a financial advisor with American Investors Company, holding a Series 66 designation and 11 years of industry experience. He has been with American Investors Company since 2015. Outside of finance, he has experience as a self-employed piano and organ player. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of services including asset management, financial planning, retirement plan consulting, and seminars, operating with a combined broker-dealer and SEC-registered adviser structure.

David Gillimore is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Lifetime Marketing and Planning, Inc, AEFS, Bennion Deville Homes, Keller Williams Realty, and Emerson Equity LLC. He is also engaged as an insurance agent with Lifetime Marketing and Planning, Inc. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed and advisor-developed investment strategies and integrates quantitative and fundamental analysis to build diversified portfolios, including private market investments.

William Li is a financial advisor at Morling Financial Advisors, LLC in Fremont, CA, holding a Series 65 designation with four years of industry experience. Prior to joining Morling Financial Advisors in 2021, he worked at IBM for 18 years. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm offers discretionary investment management and consulting, typically implementing portfolios with index-based strategies, mutual funds, ETFs, equities, fixed income, and alternative vehicles, while maintaining client relationships and monitoring through sub-advisors.