Eric Hughes is a financial advisor with Valley Wealth Strategies, LLC in Sunnyvale, CA, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial LLC since 2017 and previously at National Planning Corporation from 2013 to 2017. Outside of his advisory role, he operates Rick E. Hughes Financial, focusing on fixed annuities and life insurance. Valley Wealth Strategies advises individuals, families, trusts, and organizations with customized investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis, managing over $1.2 billion in assets, with a notable portion managed on a non-discretionary basis.

Peter Trinh is a CFP® with seven years of industry experience, currently serving as an advisor at Wealth Architects, LLC. His prior work includes roles at Sand Hill Global Advisors and Michael Byrne. Wealth Architects provides comprehensive wealth management and planning services to individual investors, trusts, estates, retirement plans, pension and profit-sharing plans, and charitable organizations. The firm employs a strategic, modern portfolio theory-based investment process tailored to client needs, with discretionary portfolio management primarily using mutual funds, ETFs, and individual debt securities.

William Smithers III is an advisor at Heckman Financial & Insurance Services, Inc. He holds Series 65 and Series 63 licenses and has one year of experience in the financial industry. Prior to joining Heckman Financial, he worked at Coforge Limited, OptimEyes AI, Concentrix Corporation, Symbio Corporation, and Globant S.A. Heckman Financial & Insurance Services serves individuals, trusts, estates, charitable organizations, and business entities, offering discretionary asset management, financial planning, and ERISA retirement-plan advisory services. The firm integrates insurance brokerage and tax-preparation services into its advisory business and provides educational seminars and workshops to the public.

Brian Nguyen is a CFP® with 18 years of experience in the financial services industry. He is currently with Twin Peaks Wealth Advisors, where he has been since 2022, and previously worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, and Fremont Bank. Twin Peaks Wealth Advisors operates as a multi-advisor team managing approximately $585 million for individuals, families, trusts, and retirement plans. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, with tactical overlays and ongoing rebalancing, delivered primarily through discretionary separately managed accounts and householded relationships.

Diana Louie is a financial advisor at Nectarine with Series 65 and Series 63 licenses. She has one year of experience as an advisor and previously worked at Google for ten years. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through selected advisor representatives. The firm emphasizes long-term asset allocation with low-cost, index-based funds and offers planning services without managing client portfolios or accepting custody.

Tyler Scott is a CFP® and CFA® with 16 years of experience in financial advising. He has been with Wealth Architects, LLC since 2012. Wealth Architects serves individual investors, including high-net-worth clients, as well as trusts, estates, retirement plans, pension and profit-sharing plans, and charitable organizations. The firm provides comprehensive wealth management and planning using a tailored strategic asset allocation approach grounded in modern portfolio theory.

Helena Sandoval is a financial advisor at Kera Capital Partners with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for ten years and Edward Jones Investments for 22 years. Outside of her advisory role, she is a Notary Public for the state of California. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing assets on a multi-advisor platform with over $1.3 billion in assets under management. The firm combines fundamental and quantitative analysis to create tailored portfolios using a range of investment vehicles, including equities, fixed income, ETFs, options, and mutual funds.

Alan Werba is a Certified Financial Planner® with 47 years of experience in financial services. He is a principal at Werba Rubin Papier Wealth Management, LLC and has held leadership roles at several affiliated firms, including serving as president of Werba Advisory Services, Inc., which provides tax preparation and consultation services. Werba also holds insurance licenses and is a real estate broker, activities that are separate from his advisory work. 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 uses a risk-based, long-term investment approach grounded in Modern Portfolio Theory and manages approximately $1.13 billion in assets across a team of seven advisors.

Charles Davis is a financial advisor at Kane Investment Management, Inc. in Los Gatos, CA, holding a Series 65 designation with 26 years of industry experience. He has been with The Kane Group since 1998. Kane Investment Management, Inc. provides investment account management and advisory services to individuals, high-net-worth clients, 401(k) plans, trusts, and estates, using a combination of charting, fundamental, and technical analysis to construct portfolios tailored to client objectives. The firm manages a range of securities and offers discretionary account management with performance reviews and financial planning available.

Jared La Blue is a financial advisor with Diversifi Capital Inc in Los Altos, CA, holding a Series 65 designation and six years of industry experience. He has worked at Compass Capital Management Group, Diversifi Capital LLC, theTaxGuySF, and Dragon Financial Group. DiversiFi Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as managing pooled investment vehicles. The firm uses a combination of fundamental, technical, charting, and quantitative analysis within a structured investment process and manages multiple private funds and SPVs focused on frontier technology investments.

Lawrence Pizzella is a financial advisor at Aria Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has worked at Aria Wealth Management since 2017. Pizzella also serves as a Portfolio Administrator and consultant at Legacy Wealth Advisors and as a Trading Specialist at the Institute for Wealth Management. Aria Wealth Management serves individual and institutional clients, including high-net-worth families, trusts, corporations, and pension plans. The firm uses an asset allocation framework informed by fundamental and technical analysis and manages discretionary accounts with access to institutional custodial services.

Jonathan Riley is a financial advisor with Riley Friedman Asset Management in Los Altos, CA, holding 15 years of industry experience. He has been with Riley Friedman Asset Management since 2011, working as one of two managing members. Riley Friedman Asset Management provides ongoing portfolio management and basic financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a fundamental, long-term, value-oriented investment approach focused on capital preservation, transparency, liquidity, and diversification.

Jack Mc Hargue is a financial advisor at Morling Financial Advisors, LLC, holding a Series 65 credential. He has one year of industry experience, with prior roles at RW Investment Management, Will Ellsworth Financial Advising, and Northwestern Mutual. 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 financial planning, typically implementing portfolios through index-based strategies, mutual funds, ETFs, equities, fixed income, and alternative investments, while maintaining client relationships and monitoring.

Quynh Ho is a financial advisor at Werba Rubin Papier Wealth Management, LLC with seven years of industry experience. Ho holds a Series 65 designation and has been involved with Cereus Investment Inc. and Cereus Corporation since 2010, serving as CEO and CFO respectively in non-securities related businesses including real estate brokerage, bookkeeping, tax preparation, and construction. Werba Rubin Papier Wealth Management serves individuals, high-net-worth clients, charitable organizations, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and pension consulting. The firm employs a risk-based, long-term investment approach grounded in Modern Portfolio Theory and manages approximately $1.13 billion in assets across a team of seven advisors.

John Lococo is a financial advisor with American Investors Company, holding a Series 66 designation and 16 years of industry experience. He has been with American Investors Company since 2010 and also operates as a full-time independent insurance agent through First Street Wealth Advisors. American Investors Company provides advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of services including asset management, financial planning, and 401(k) investment monitoring, combining broker-dealer and SEC-registered advisor functions with multiple revenue streams from advisory and commission-based activities.

Michael King is a financial advisor at Morling Financial Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at SitusAMC and Alan King and Company. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations. The firm provides discretionary investment management and financial planning, typically using index-based strategies, mutual funds, ETFs, listed equities, fixed income, and alternative investments, while maintaining client relationships and portfolio monitoring.

Joseph Mcginley is a financial advisor at Ellis Investment Partners, LLC in San Jose, CA, holding Series 63, 65, and 66 licenses with 27 years of industry experience. He has worked at several companies across the entertainment and technology sectors and serves on the boards of the SAG-AFTRA San Francisco-Northern California labor union and the Hunters Point Biomonitoring Foundation. Ellis Investment Partners serves individual and institutional clients, including high-net-worth individuals, trusts, and retirement plans, managing over $900 million in assets. The firm uses a dynamic asset-allocation strategy with multiple model portfolios and provides a range of services including portfolio management, financial planning, and ERISA fiduciary support for retirement plans.

Stephen Brennan is a financial advisor at Alhambra Investment Management LLC with 17 years of industry experience. He has been with Alhambra since 2016 and previously worked with the San Jose Police & Fire Pension. Outside of advisory services, he operates a marketing consulting business focused on marketing communications and oversees commercial real estate investments as a partner in a real estate firm. Alhambra Investment Management serves individual, high-net-worth, charitable, and corporate clients through discretionary and non-discretionary investment management. The firm uses a top-down macroeconomic approach combined with quantitative equity models and alternative investments, managing portfolios with a team-based approach tailored to client risk tolerances.

Mark Branson is a CFA® charterholder with 22 years of industry experience. He has been with Petersen Flynn & Dinsmore Inc. since 2006. He is based in Palo Alto, CA. Cornerstone Capital, Inc. manages approximately $1.26 billion primarily for individuals, trusts, estates, charitable organizations, and institutions through separately managed equity and fixed-income accounts. The firm employs a capital preservation investment philosophy that integrates fundamental, technical, and cyclical analysis, maintaining relatively concentrated but diversified portfolios.

Stephen Philpott is a CFP® and financial advisor with Nelson Capital Management, LLC, where he has worked since 2005. He has 13 years of industry experience 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 by providing portfolio management, financial planning, and retirement plan asset-management services. The firm’s investment process uses fundamental analysis and a mix of ETFs, mutual funds, individual stocks, and bonds, with regular portfolio reviews and both long- and short-term strategies.