Emmanuel Afolayan is a financial advisor at Cooper McManus in San Jose, CA, holding Series 63 and Series 65 licenses. He has one year of experience in the financial industry, having also worked at Apple Inc. from 2023 to 2026 and studied at Penn State University and the University of Freiburg. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of instruments and offers both standalone planning engagements and ongoing asset management relationships.

Gerald Sheridan is a financial advisor at Brookwood Investment Group with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Redwood Private Wealth and Emerald Blue Advisors. In addition to his advisory role, he has worked as a life insurance agent with unaffiliated carriers since 2005. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services using a range of passive, active, tactical, and blended investment strategies.

Christopher Cox is a financial advisor at Portside Wealth Group, LLC in San Jose, CA, with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Brightside Wealth Management, Baker Tilly US, Baker Tilly Wealth Management, Allworth Financial, and Siena Wealth Management. Outside of his advisory role, he owns an online retail T-shirt business and is a limited partner in a professional referral group of CPAs, financial advisors, and attorneys. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, pension consulting, and client education, employing a mix of fundamental, technical, and modern portfolio theory in its investment approach.

Kenneth Tavernier is a financial advisor with Vanderbilt Advisory Services in San Jose, CA, holding a Series 63 designation and 24 years of industry experience. His prior work includes roles at Vanderbilt Securities, LPL Financial, and Wells Fargo Advisors. He serves as president of the Almaden Valley Rotary Club, a community service organization. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach integrates strategic asset allocation with fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services.

Darren Speight is a financial advisor with Diversify Advisory Services, LLC in San Jose, CA. He holds a Series 66 designation and has 18 years of industry experience. Since 2015, he has been affiliated with DFPG Investments, Inc. Outside of advisory work, he is involved in selling fixed insurance products. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach utilizing a variety of internal models and third-party platforms across multiple asset types and strategies.

Cliff Loh is a CFP® and holds a Series 65 license, with 10 years of industry experience. He has worked at Aspiriant, LLC since 2017, following two years at Stanford Investment Group, Inc. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, providing discretionary and non-discretionary investment management alongside wealth planning, family office, and specialty services. The firm emphasizes customized investment strategies and offers extended family office capabilities, including accounting, banking, and targeted consulting services.

Arthur Green is a CFP® with 18 years of industry experience, currently serving as an advisor at Perigon Wealth Management, LLC in Los Altos, CA. He has worked at Cognizant Wealth Advisors, LLC since 2012, including its transition into Perigon Wealth Management. Green serves on the investment committee of the Los Altos Mountain View Community Foundation, providing investment policy advice. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, trusts, businesses, charitable organizations, and banking institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting regular account reviews.

Larry Skarset is a financial advisor with IP Financial Advisory Services LLC and holds Series 65 and Series 63 licenses. He has 39 years of industry experience, including roles at Innovation Partners LLC and LifeMark Securities. Outside of finance, he has been involved with Cambridge Barbers since 1969. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on personalized portfolio construction and discretionary management, using a range of analytical approaches and specialized consulting services.

Natalie Morrella is a CFP® professional with 10 years of experience in financial advising. She has worked at Aspiriant since 2017 and previously spent 13 years at Stanford Investment Group, Inc. Aspiriant serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement clients, offering investment management alongside wealth planning, family office, and specialty services. The firm provides customized investment programs using a range of implementation options and includes accounting, tax, and estate planning, as well as targeted consulting services.

Kayla Daniel is a financial advisor at Diversify Advisory Services, LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at DFPG Investments, LLC and J.P. Morgan entities. Outside of her advisory role, she has interned with Adam America Real Estate, where she was involved in acquisition analysis and market research as part of a master's program. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a range of portfolio management and financial planning services tailored to client goals and risk tolerance.

Paula Brennan is a financial advisor at Gradient Advisors, LLC with six years of industry experience. She holds a Series 65 designation and has been with Gradient Advisors since 2020. Prior to that, she worked at the Academy of Self Defense for four years and has operated her own independent business since 2005. Outside of her advisory role, she is involved in life and annuity sales as an independent life agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis.

Brian King is a CFP® with 27 years of industry experience, currently associated with DFPG Investments, Inc. since 2015. He operates through Global Wealth Partners Inc., providing financial planning services as a Certified Financial Planner. King also serves as CEO/President of Camden Corporation Inc., a personal corporation managing payroll and retirement plans. Diversify Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach utilizing multiple platforms and a wide range of instruments and strategies.

Duong Tran is a CFP® with 18 years of experience in the financial industry. He has been with American Century Investment Services, Inc. since 2010 and is currently affiliated with American Century Investments Private Client Group, Inc. in San Jose, CA. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios managed by an internal Investment Committee, focusing on strategic asset allocation and diversification, with access to affiliated mutual funds and ETFs.

Myron Ashby is a financial advisor with Eversource Wealth Advisors, LLC in San Jose, CA, holding Series 63 and Series 65 designations and 17 years of industry experience. He previously worked at Highway Financial Networks for 15 years and has been involved with Community Christian since 2018. Eversource Wealth Advisors serves a diverse client base that includes individuals, families, estates, trusts, charitable foundations, broker-dealers, and independent RIAs. The firm offers wealth management, financial planning, investment advisory, and sub-advisory services through multiple investment programs and emphasizes investor profiling, operational due diligence, and values-based strategies.

Nancy Agaiby is a financial advisor at MissionSquare Retirement with 27 years of industry experience. She has previously worked at Voya Financial Advisors, Inc. and Strategic Advisers, LLC. In addition to her advisory role, she provides caregiving support to the elderly through In Home Support Services. MissionSquare Retirement serves state and local government employers, their employees, and select non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Matthew Roberson is a CFP® professional with 27 years of industry experience. He has been with Arete Wealth Advisors, LLC since 2019, following a 19-year tenure at Lincoln Financial Advisors Corporation. In addition to his advisory work, he owns and manages a cattle raising operation and is involved as a partner in a company that connects solar companies with landowners. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse clientele, including individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary portfolio management using both advisor-driven and proprietary model allocations, alongside third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Anton Nijmeh is a financial advisor with Diversify Advisory Services, LLC in San Jose, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at DFPG Investments, Inc. since 2015. Nijmeh serves on the board of Venture Christian Church Mission Board. Diversify Advisory Services provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using various internal models and third-party solutions across multiple platforms and offers a broad range of investment instruments and strategies.

Regina Wohl is a CFP® with four years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Mountain View, CA. She previously worked at Stanford Investment Group before joining Aspiriant. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional clients, providing investment management, wealth planning, family office, and specialty services. The firm offers customized investment programs using a variety of implementation options and features expanded family office capabilities and public mutual funds focused on private assets.

Annrose Isaac is a CFP® professional with 12 years of industry experience, currently serving at Modern Wealth Management, LLC since 2025. She previously worked at Wade Financial Advisory, Inc. for eight years. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Sabrina Rosh is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. Her prior experience includes roles at Motley Fool Wealth Management, Ellevest, Wealth Architects, LLC, and Brighton Jones, LLC. Apollon Wealth Management is a multi-team SEC-registered adviser that serves a diverse client base including individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios and invests across a broad range of asset classes, offering specialized services such as ESG models, Direct Indexing with tax management, and advisory roles for insurance company clients and private funds.