John Lee is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Vantage Wealth Management, LLC since 2015. He previously worked at LPL Financial, LLC, beginning in the same year. Outside of his advisory role, Lee is a board member of The Schultz Celebrity Golf Classic, an annual fundraising event supporting Sonoma County children's charities. Vantage Wealth Management is a multi-advisor SEC-registered firm managing over $1.1 billion in assets, providing financial planning and portfolio management to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and small businesses. The firm uses a customized asset-allocation approach with mutual funds and ETFs, employing both strategic and tactical allocation supported by multiple third-party platforms.

Jacob Edwards is a financial advisor at Parkwoods Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Wellspring Financial Partners, Liquitech Fire Solutions, Frontline Wildfire Defense, and UC Davis. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm follows a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders. Parkwoods is also affiliated with an accounting firm and operates an educational media platform, extending its advisory and education capabilities beyond typical portfolio management.

Marian Wellman is a financial advisor with International Asset Management in San Mateo, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Individual Asset Management, Inc. since 2006. Outside of advising, she operates a tax preparation business focused on U.S. tax services for clients in Mexico. International Asset Management serves individual and high-net-worth clients, particularly U.S. expatriates and non-U.S. residents with U.S. investment accounts. The firm offers discretionary portfolio management, wealth planning, and financial consulting with a global investment approach that includes attention to currency hedging and cross-border tax considerations.

Daniel Beatty is a financial advisor at Selby Wealth Management with 19 years of industry experience. He has been with Selby Wealth Management since 2024 and also maintains a long-standing role at JOHN W. BOOKER & CO., CPAs, PC, where he has worked since 1983. Selby Wealth Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio construction, offering discretionary investment management and fiduciary retirement plan services.

Gary Muto is a financial advisor with BCN Financial, Inc. in Pleasanton, CA, holding a Series 63 designation and 33 years of industry experience. He has worked at BCN Financial since 1994 and has held prior roles at Quest Securities, Inc., Crown Capital Securities, LP, and LPL Financial. BCN Financial provides retirement plan advisory and related financial planning services primarily to participants of employer-sponsored retirement plans and members of Police and Fire Department associations. The firm’s investment process focuses on mutual funds and ETFs, including unleveraged inverse ETFs, combining fundamental, technical, and sentiment analysis with market timing, and delivers regular client reporting and specific non-discretionary advice.

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.

Michael Ye is a financial advisor at New Insight Wealth Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and the Gwanju Institute of Science and Technology before joining his current firm. New Insight Wealth Advisors serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities, offering discretionary asset management, employer retirement-plan consulting, and financial planning. The firm employs a multi-disciplinary investment process and uses a broad range of instruments to tailor portfolio advice with ongoing monitoring and rebalancing.

Dajin Yang is a CFA® charterholder and holds a Series 63 license, currently serving as an advisor at New Insight Wealth Advisors with two years of industry experience. Prior to joining the firm, he worked at OpenGov, Illumio, Riverbed Technology, Change Healthcare, and McKesson. New Insight Wealth Advisors serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and business entities, providing discretionary asset management, employer retirement-plan consulting, and financial planning and consulting. The firm employs a multi-disciplinary investment process that includes fundamental, quantitative, technical, sector, and cyclical analysis, utilizing a broad range of instruments tailored to client objectives.

Ankit Sahu is a financial advisor with Prosperity Financial Group, Inc. in San Ramon, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Prosperity Financial Group since 2018, following roles at Prosperity Wealth Management and a one-year sabbatical. Outside of advising, he has involvement in real estate development through Sahu Brothers LLC. Prosperity Financial Group serves individuals, trusts, estates, and business entities, managing approximately $503 million in discretionary assets. The firm provides asset management, financial planning, and consulting services, tailoring portfolios to client goals and utilizing sub-advisory relationships and third-party money managers.

Charles Moore is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Liberty Wealth Management since 2018, previously at AE Financial Services and Liberty Group, LLC. He is also the owner of Moore Financial Advice, an investment-related financial firm based in San Francisco. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm uses a blend of centrally developed models and advisor-developed strategies, employing quantitative and fundamental analysis to construct diversified portfolios while integrating third-party managers and coordinating with outside professionals.

Joel Malakoff is a CFP® professional with 21 years of industry experience, currently serving at Malakoff Wealth since 2010. He also maintains a long-term association with LPL Financial and Malakoff & Associates, Inc. in Danville, CA. Malakoff Wealth provides financial planning and consulting services to individuals, trusts, nonprofit organizations, banks, business entities, and pension/profit-sharing plans. The firm delivers written financial plans with periodic reviews, focusing on fundamental analysis and manager evaluation, and refers clients to LPL Financial for investment implementation and portfolio supervision.

Grant Ter Avanesyan is a CFP® professional with 18 years of industry experience, currently with Grant Private Wealth Management in Pleasanton, CA. His prior experience includes roles at Strategic Advisers Inc. and Fidelity Brokerage Services, LLC. Outside of financial advisory, he provides in-home supportive services, assisting clients with medical appointments, meal preparation, and other daily needs. Grant Private Wealth Management is a six-advisor firm that offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals and high-net-worth clients. The firm manages approximately $255 million and employs tailored strategies based on clients’ goals, utilizing a mix of fundamental, technical, charting, and cyclical analysis.

Audrey Glafkides is a CFP® professional with 16 years of industry experience. She is currently with Mirador Capital Partners and has worked at Purshe Kaplan Sterling Investments since 2016. Audrey also serves as Chief Operating Officer at Mirador Capital Partners and holds licenses as a fixed insurance agent and notary public. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses with discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach combines top-down fundamental analysis with technical analysis and offers a variety of asset-allocation models across public and private securities and alternative investments.

Brian Ferrin is a financial advisor with MA Private Wealth, LLC in San Carlos, CA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with MA Private Wealth since 2018 and previously retired from 2003 to 2018. MA Private Wealth, LLC manages approximately $584 million for about 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, employing a tailored, long-term investment approach based on detailed client profiling and fundamental analysis.

Mallory Davis is a CFP® professional with two years of industry experience, currently serving at MA Private Wealth, LLC. Her prior roles include positions at Silicon Valley Community Foundation and Albion Financial Group. MA Private Wealth, LLC 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, employing a tailored, long-term investment approach based on fundamental analysis and detailed client profiling.

Raymond Tan is a financial advisor with California Financial Advisors in San Ramon, CA. He holds the ChFC® and Series 63 designations and has 39 years of industry experience. His prior work includes two years at Foothill Securities and over 28 years with MALOON, POWERS, PITRE, Higgins & Dennehy LLC, operating under the CFA name. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with portfolio management, financial planning, and consulting services. The firm manages over $2 billion in client assets and applies an investment approach focused on asset allocation, mutual fund and ETF analysis, and third-party manager due diligence.

Claire Hollander is a financial advisor at Liberty Wealth Management, LLC with four years of industry experience. She holds a Series 65 credential and has worked at Liberty Wealth Management since 2020. Prior to her advisory role, she held positions in legal and governmental organizations, including the Office of the Oakland Mayor and several law offices. Outside of her advisory work, she hosts The Clear Cut Podcast, an investment-related and lifestyle show. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm employs a combination of centrally developed and advisor-developed investment strategies, uses both quantitative and fundamental analysis, and offers services such as financial planning, third-party manager referrals, and educational seminars.

David Fernelius is a CFP® professional with 36 years of experience in the financial industry. He has been with Vantage Wealth Management, LLC since 2010 and also worked at LPL Financial LLC since 2014. Fernelius serves as trustee of The Fernelius 1998 Living Trust, a fiduciary role he dedicates part of his time to. Vantage Wealth Management serves individuals, trusts, retirement plans, charities, corporations, and broker-dealers, managing approximately $897 million in client assets through a team of seven advisors. The firm offers personalized financial planning and asset management, focusing on customized portfolios with diversified asset allocation using mutual funds and ETFs.

Joseph Wells is a CFP® and CFA® with 20 years of industry experience. He currently serves as an advisor at Selby Wealth Management and has prior experience with John W. Brooker & Co., CPAs, PC. Outside of finance, he is involved in music writing and licensing for TV and film, receiving residuals for his work. Selby Wealth Management is a registered investment adviser that provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio construction, offering fiduciary services and ongoing monitoring for its clients.

Nicole Holloway is a CFP® with 10 years of industry experience, currently serving as an advisor at Natural Investments since 2020. She has worked at Strategy Squad since 2016 and was previously employed by Qualified Planning and Carrie Productions, Inc., where she continues to consult part-time on social media and website maintenance for the entertainment and media business. Natural Investments is a values-focused firm that provides financial planning and portfolio management for individuals, including high-net-worth households, institutions, and charitable entities. The firm emphasizes asset-class diversification and a long-term approach using socially responsible investments, operating under a unique structure as a public-benefit LLC owned by a perpetual purpose trust.