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.

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.

Arvind Saxena is a financial advisor with US Capital Global Wealth Management, LLC, holding Series 63 and Series 66 licenses and one year of industry experience. He has prior experience with New Genesis Financials & Insurance Solutions Inc., Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. Saxena is also the owner of New Genesis Financials & Insurance Solutions Inc., which brokers non-registered insurance products and sells New York Life products. US Capital Global Wealth Management, LLC provides investment management, consulting, and financial planning services primarily to individual and high-net-worth clients. The firm uses a multi-step screening process combining fundamental, sector, and quantitative analysis to build diversified portfolios, employing a range of investment vehicles with ongoing monitoring and periodic reviews.

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.

Ashley Rodabaugh is a financial advisor with Frec, holding a Series 66 license and nine years of industry experience. Prior to joining Frec, she worked at M1 Finance LLC and Nationwide Fund Distributors. Outside of her advisory role, she owns How Are You Still Single, LLC. Frec Advisers provides automated, software-based investment advisory services to retail and entity clients through its web and mobile platform. The firm emphasizes index replication with client personalization, systematic tax-aware trading, and factor-tilted long-short strategies, delivering its services primarily via automated software rather than traditional advisor-led interactions.

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.

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.

Shijun Liu is a financial advisor at Parker Investment Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Parker Investment Management since 2010. The firm serves individual investors, retirement plans, charitable organizations, and corporations by providing discretionary portfolio management and financial planning services. Parker Investment Management employs a tactical asset allocation approach using low-cost mutual funds and ETFs, supplemented by proprietary analysis and option strategies for qualified clients.

Keli Cole is a financial advisor at Avalon Capital Management in Menlo Park, CA, holding a Series 65 designation with five years of experience in the industry. Prior to joining Avalon, she worked at Capstone Financial Group and KPMG. Avalon Capital Management serves high net worth individuals and families, offering discretionary investment management alongside cash management and fixed-income services. The firm uses a proprietary, quantitative investment process combined with external research and investment-committee review to implement dynamic global asset allocation across a multi-asset framework.

Darcy Smoot is a CFA® charterholder with nine years of industry experience and has been with Nelson Capital Management, LLC since 2014. He holds a Series 63 license and is based in Menlo Park, CA. Nelson Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other investment advisers. The firm provides portfolio management, financial planning, and retirement plan asset-management services, employing a fundamental analysis approach with a mix of ETFs, mutual funds, stocks, and bonds across long- and short-term strategies.

Brian Stormont is a Certified Financial Planner® at Insight Wealth Strategies, LLC with 26 years of industry experience. He has previously worked at Mutual Securities, Inc., Lincoln Financial Advisors, Valic Financial Advisors, and Ameriprise. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, and institutions. The firm employs proprietary portfolio models primarily using low-cost, diversified ETFs and individual stocks, supported by a multi-disciplinary investment process that includes fundamental, technical, quantitative, and sector analysis.

Lyudmila Ter Avanesyan is a financial advisor with Grant Private Wealth Management in Pleasanton, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at Fidelity Brokerage Services and Glava Realty. Outside of advising, she is involved in property management through her ownership of a rental property business. Grant Private Wealth Management provides fee-based investment management and financial planning to individuals, trusts, business entities, and qualified retirement plans, tailoring strategies to client goals and risk tolerance using a mix of analytical approaches. The firm offers various engagement options and conducts public educational seminars at no charge.

Joshua Gatti is a financial advisor at Morling Financial Advisors, LLC with a Series 65 designation. He joined Morling Financial Advisors in 2025 and has prior experience in lending and credit union roles, including positions at JVM Lending, Lending Club, and Patelco Credit Union. He also worked at Santa Clara University from 2022 to 2024. 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 using index-based strategies, mutual funds, ETFs, listed equities, fixed income, and alternative investments.

Michael Lin is a financial advisor with New Insight Wealth Advisors in San Ramon, CA, holding a Series 66 license and 21 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 15 years before joining New Insight Wealth Advisors and Purshe Kaplan Sterling Investments. Outside of his financial advisory role, he owns and directs Michael Lin Workshop, a video and media production business. New Insight Wealth Advisors provides discretionary asset management, retirement-plan consulting, and financial planning services to individual and high-net-worth clients, trusts, estates, and business entities. The firm employs a multi-disciplinary investment process utilizing a broad range of instruments and offers ongoing portfolio monitoring and periodic rebalancing.

Ralph Drybrough III is a financial advisor at Fort Point Capital Partners LLC with 29 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Merrill, Presidio Capital Advisors, Gordian Investments, and Stratifi. Outside of his advisory role, Drybrough serves on the board of NAX Group, which integrates corporate and digital assets, assisting with strategic initiatives. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm emphasizes risk management through global diversification, active oversight, cost control, and tax-aware strategies, and operates a multi-series fund-of-funds private investment platform across alternative asset classes.

Joshua Patchik is a financial advisor at Frec with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including M1 Finance and tastytrade, as well as in roles outside finance such as at Flat Top Grill. Frec Advisers provides automated investment advisory services through its web and mobile platform, serving retail and entity clients who open brokerage accounts with its affiliate, Frec Securities. The firm’s approach centers on discretionary portfolio management using direct indexing, tax-loss harvesting, option hedging, and factor-tilted long-short strategies, delivered primarily through automated software rather than traditional advisor-led interactions.

Jackson Vickers is a financial advisor at Mirador Capital Partners with three years of industry experience. He holds a Series 65 designation and has prior experience with High Point Events, Arizona State University, Dollarhide Financial Group, and Brophy College Prep. Mirador Capital Partners advises individuals, trusts, pension and profit-sharing plans, and small businesses, offering portfolio management, financial planning, and retirement consulting. The firm uses a top-down fundamental investment approach supported by technical analysis and employs multiple proprietary strategies across various asset classes.

Ebi Mathew is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brickley Wealth Management. Prior to joining Brickley Wealth Management, Mathew worked at Wealth Architects, LLC and held various roles at Northwestern Mutual and Ameriprise. Brickley Wealth Management provides portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pensions, and businesses. The firm’s investment approach combines modern portfolio theory with active and passive funds, ESG screening, and manager due diligence, serving clients through ongoing monitoring and diversified, long-term strategies.

Olusola Awofala is a financial advisor at Fort Point Capital Partners LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fort Point since 2021, following nine years at San Francisco Sentry Investment Group and Sf Sentry Securities, Inc. Fort Point Capital Partners provides financial planning and discretionary portfolio management primarily to high-net-worth individuals and family offices. The firm focuses on risk management through global diversification, active risk management, and tax-aware strategies, while sponsoring a multi-series, fund-of-funds private investment program that allocates to various alternative and traditional asset classes.

Brendan Connaughton is a financial advisor at Catalyst Private Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Mutual Advisors, LLC and ClearPath Capital Partners LLC. Outside of his advisory role, he is an investor in a media application that assists users with custom video trailer creation. Catalyst Private Wealth serves individuals, trusts, retirement plans, and institutions by providing discretionary and non-discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection. The firm employs both active and passive investment strategies, using multiple analytical methods to create diversified portfolios tailored to clients’ goals and risk tolerances.