Matthew Herrick is a financial advisor with Prospera Financial Services, Inc. in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined nine years. Outside of his advisory role, Herrick operates a law practice and is involved in entrepreneurial ventures, including ownership of Herrick Wealth Advisory and investment in an enterprise AI startup. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base, including high-net-worth individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms and customizable portfolio solutions.

John Han is a financial advisor with Mariner Independent who holds the ChFC®, Series 65, and Series 66 designations and has 23 years of industry experience. He previously worked at United Capital Financial Advisers, LLC for nine years and is the founder of Foothill Wealth Advisors. Outside of his advisory work, he serves as a volleyball coach at Santa Teresa High School in San Jose, CA. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a network of investment adviser representatives using both model and customized portfolios.

Benjamin Shively is a financial advisor at Moss Adams Wealth Advisors LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Moss Adams Wealth Advisors since 2010. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities. The firm offers comprehensive wealth management, financial planning, and investment consulting, managing approximately $4.75 billion in client assets with a long-term, strategic approach that includes discretionary and non-discretionary portfolio management.

Patrick Sullivan is a CFA® charterholder with 23 years of industry experience. He has worked at Frank, Rimerman Advisors LLC since 2003. Frank, Rimerman Advisors LLC provides financial planning, wealth management, and portfolio management services primarily to high-net-worth individuals, qualified investors, trusts and estates, charitable organizations, and select limited liability companies. The firm employs a long-term, individualized investment approach with broadly diversified portfolios and commonly uses third-party sub-advisers.

Adam Gensler is a CFP® with eight years of industry experience, currently serving as a financial advisor at Frank, Rimerman Advisors LLC in Palo Alto, CA. He has been a tax partner at Frank, Rimerman & Co. LLP, a public accounting firm, since 2012. Frank, Rimerman Advisors LLC provides financial planning, wealth management, and portfolio management services primarily to high-net-worth individuals, qualified investors, trusts, estates, charitable organizations, and select limited liability companies. The firm employs a long-term, individualized investment approach with diversified portfolios and maintains a close operational relationship with its parent accounting firm.

Christopher Duke is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior experience includes roles at Silicon Valley Wealth Advisors, Waddell & Reed, and various insurance carriers. He also worked with Central Christian Church from 2014 to 2018. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion across 123 advisors, providing asset management and comprehensive financial consulting services to individuals, institutions, trusts, and retirement plans. The firm employs a mix of passive and active investment strategies tailored to client objectives and maintains notable relationships with sovereign wealth funds and a broad third-party ecosystem.

Darryl Rae is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Aspiriant, LLC, where he has worked since 2017, and previously spent 15 years at Stanford Investment Group, Inc. Aspiriant primarily serves high-net-worth individuals, families, professional fiduciaries, and select institutional clients, offering investment management along with comprehensive wealth planning and family office services. The firm employs a customized investment approach using internal Capital Market Expectations and multiple implementation options, and it provides extended family office capabilities including accounting, banking support, and specialized consulting.

Kelly Fong is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with M Holdings Securities since 2015 and also operates Wellspring Consulting, which she has been involved with since 2003. Outside of finance, she teaches cooking classes at various retail locations. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

Ziying Zhou is a financial advisor at Prospera Financial Services, Inc. with two years of industry experience. Zhou holds a Series 66 designation and has worked at several firms including Cerity Partners LLC, Hightower Advisors, and Northwestern Mutual Investment Services LLC. Prior to entering financial advising, Zhou held roles at universities and in the energy sector. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering investment advisory and financial planning services via multiple platforms and customizable portfolio solutions.

Talia Pierluissi is a financial advisor at Aspiriant, LLC with 19 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Stanford Investment Group, Inc. for 11 years before joining Aspiriant in 2017. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers customized investment management and wealth planning services, including accounting and banking support, tax and estate planning, and specialized consulting, using a mix of investment options guided by internal research and AI-assisted client communications.

Dennis Shao is a financial advisor with M Holdings Securities, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he has been involved with Wellspring Consulting since 2016. M Holdings Securities, Inc. serves a wide range of clients, including individuals, retirement plans, charitable organizations, and corporations, through a nationwide network of independent firms and financial professionals. The firm provides a broad mix of advisory and brokerage services, including investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Timothy Harvey is a CFP® and CFA® with 15 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Mountain View, CA. His prior experience includes roles at The Mather Group, Bordeaux Wealth Advisors, HC Financial Advisors, and Brownson, Rehmus & Foxworth. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers customized investment management and comprehensive wealth planning, including accounting, tax and estate planning, family office services, and specialized consulting.

Rodney Wade is a CFP® with 32 years of industry experience, currently serving at Modern Wealth Management, LLC since 2025. He previously led Wade Financial Advisory, Inc. for 27 years, where he also provided tax preparation services for individuals and businesses. Modern Wealth Management offers investment advisory and integrated planning services to a diverse client base, utilizing a centralized portfolio management model and providing specialized services such as ERISA plan management and tax planning through affiliated entities.

Jennifer Riva Kirk is a financial advisor with The Wealth Consulting Group, holding a Series 66 designation and over 20 years of industry experience. She has worked at LPL Financial since 2017 and has been associated with Redwitz Wealth Management Group since 2004. Kirk serves as a nonprofit board member of Caritas Corporation and is involved with Sacred Heart Community Service in San Jose. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways to support comprehensive client needs.

Justin Kennedy is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 65 designation and is also an attorney specializing in estate planning and elder care law through his ownership of Litherland, Kennedy & Associates, APC. Kennedy serves on the Board of Governors and Document Language Committee of the American Academy of Estate Planning Attorneys and is involved with the Alzheimer's Association Walk to End Alzheimer's as a member of the Silicon Valley Executive Leadership Team. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing third-party platforms and managers, and maintains a distinctive relationship with affiliate Integrity Alliance that provides wrap programs and pension consulting services.

Craig Martin is a CFP®, ChFC®, and Series 65 designated advisor with 24 years of industry experience. He is currently with Fourstar Wealth Advisors, LLC and has concurrently been involved with Family Wealth Consultants, Inc. since 1999, where he serves as an owner and portfolio manager. Fourstar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a blend of fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and investment horizons.

Ethan Donahue is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. Donahue also serves as an investment advisor to clients of Litherland, Kennedy & Associates, an estate attorney office. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a network of advisers and a range of investment strategies.

Raymond Ortiz is a financial advisor with Missionsquare Retirement in San Jose, CA, holding Series 63 and Series 65 credentials and having 13 years of industry experience. He has worked with ICMA Retirement Corporation since 2012. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Michael Kissinger is a financial advisor at Kingsview Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services, combining advisor-led planning with model-based and separately managed strategies, including proprietary ETFs and access to alternative investments.

Curtis Davis is a financial advisor with PFG Advisors in Campbell, CA, holding the CFP® and ChFC® designations and over 38 years of industry experience. His career includes roles at LPL Financial, Securities America, Inc., OSAIC, and United Planners. He is also the founder and president of Davis Financial Management Inc. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of top-down macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.