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.

Steven Hoffman is a financial advisor with IP Financial Advisory Services LLC in Sunnyvale, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. In addition to his advisory role since 2020, he has been a financial education instructor at Sunnyvale-Cupertino Adult School and a college planning consultant at Hife College Planning since 2013. Hoffman is also CEO of Backproject Corporation, a medical device manufacturer. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using various analytical approaches and also refers clients to third-party investment advisors while providing a range of consulting and insurance-related services.

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.

Miriam Santiago is a CFP® professional at Sand Hill Global Advisors, LLC with five years of industry experience. She previously worked at Beacon Pointe Advisors for six years. Sand Hill Global Advisors serves high-net-worth individuals, families, trusts, nonprofits, pension and profit-sharing plans, and other business entities. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines macro analysis with bottom-up research across active and passive vehicles.

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.

Mark Strahs is a financial advisor at Sand Hill Global Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Sand Hill Global Advisors since 2016. Sand Hill Global Advisors provides discretionary investment management, wealth management, and comprehensive financial planning services to high-net-worth individuals, families, trusts, nonprofits, pension and profit-sharing plans, and business entities. The firm employs a long-term fundamental research approach with strategic asset allocation, using an open-architecture mix of active and passive vehicles, separately managed accounts, and other investment strategies.

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.

Kimberleigh Williams is a CFP® at Sand Hill Global Advisors, LLC with 14 years of industry experience. She has been with Sand Hill Global Advisors since 1998. Sand Hill Global Advisors provides discretionary investment management, wealth management, and comprehensive financial planning to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and business entities. The firm emphasizes long-term fundamental research and strategic asset allocation, managing portfolios through a mix of active and passive investments customized via written investment policy statements and overseen by an internal investment committee.

Kimberly Pham is a financial advisor at Sand Hill Global Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Sand Hill Global Advisors since 2021. Prior to that, she held positions at Beacon Pointe Advisors and Valleytek, Inc. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, nonprofit organizations, and business entities. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines macro analysis with bottom-up research.

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.