Nadine Terman is a financial advisor at Solstein Capital, LLC with 14 years of industry experience. She holds a Series 65 designation and has been with Solstein Capital since 2010. In addition to her advisory role, she serves as a member of Solstein GP, LLC, which manages the affairs of Solstein Capital Partners, L.P. Solstein Capital provides discretionary investment management to high-net-worth individuals, family offices, and institutional investors through private funds and separately managed accounts. The firm employs a value-based, concentrated investment approach focused on fundamental analysis and capital preservation.

Nicolas Vieville is a Series 65-licensed advisor at Morling Financial Advisors, LLC with one year of industry experience. Prior to joining Morling Financial Advisors in 2024, he held various roles including positions at Performant Manufacturing and General Mills. Morling Financial Advisors is an independent registered investment adviser serving individuals, families, trusts, businesses, retirement plans, and non-profit organizations. The firm offers discretionary investment management, financial planning, and pension consulting, employing strategic asset allocations through a combination of index-based strategies, third-party sub-advisors, and alternative pooled vehicles.

Jessica Ng is a financial advisor at Wealth Architects, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at IEQ Capital, First Republic Bank, Morgan Stanley, Chase Bank, and Starbucks. Wealth Architects serves individuals, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations, providing comprehensive wealth management along with wealth planning and consulting. The firm employs a modern portfolio theory-based investment process, managing portfolios on a discretionary basis with regular monitoring and reporting.

Veniamin Barinov is a financial advisor at Morling Financial Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Morling Financial Advisors, he worked at Teksystems and has held various roles in education. Outside of his advisory work, he is a self-employed author and writer. Morling Financial Advisors is an independent registered investment adviser serving individuals, 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, listed equities, fixed income, and alternative investments, while maintaining client relationships and regular account reviews.

Sean Mc Nally is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Traveka Wealth, LLC, where he has worked since 2023. Prior to that, he was employed at United Capital and Wells Fargo in various roles from 2015 to 2023. Traveka Wealth serves individuals, trusts, estates, corporations, and retirement plans with comprehensive financial planning and both discretionary and non-discretionary investment management. The firm emphasizes fundamental analysis, broad diversification, low costs, tax efficiency, and customization, managing approximately $648 million in assets with a focus on wealthier households.

Jodee Lownsbury is a CFP® professional with seven years of industry experience, currently serving as an advisor at BetterWealth LLC since 2015. Based in San Jose, CA, she is part of a five-advisor team. BetterWealth LLC provides investment advisory and integrated financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm focuses on long-term asset allocation using mutual funds and ETFs, offers discretionary account management, and is notable for employing strategies such as borrowing within client brokerage accounts and limited options trading.

Stuart Friedman is a Series 65-licensed financial advisor with Riley Friedman Asset Management in Los Altos, CA, bringing 23 years of industry experience. He has worked with Riley Friedman Asset Management since 2011 and Denaris Advisors, LLC since 2013. Riley Friedman Asset Management provides ongoing portfolio management and integrated basic financial planning to individuals, high-net-worth individuals, and pension/profit-sharing plans. The firm employs a fundamental, long-term, value-oriented investment approach focused on capital preservation, transparency, liquidity, and diversification.

Clara Basile is a financial advisor at Avalon Capital Management with a Series 65 designation and one year of industry experience. She is part of a three-advisor team based in Menlo Park, CA. Clara has been associated with Avalon Capital Management since 1992. Avalon Capital Management serves individual clients and families, primarily high net worth individuals, offering discretionary investment management along with cash and fixed-income services. The firm utilizes a proprietary, quantitative investment process combined with external research and committee review to implement active, dynamic global asset allocation across multi-asset portfolios.

Sylvia Chin is a CFP® with 21 years of industry experience and has been with Morling Financial Advisors, LLC since 2009. She holds the Series 66 designation and is based in Fremont, CA. 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 with index-based strategies, mutual funds, ETFs, equities, fixed income, and alternative vehicles, while maintaining client relationships and monitoring through sub-advisors.

Aaron Brickley is a CFP® with 18 years of industry experience. He is a principal at Brickley Wealth Management, where he has worked since 2017. Prior to that, he was affiliated with LPL Financial for six years. Brickley Wealth Management provides portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers for individuals, trusts, pension and profit sharing plans, and business entities. The firm employs a long-term, diversified investment approach that combines modern portfolio theory, active and passive funds, ESG screening, and manager due diligence.

Gary De Mera is a financial advisor with RB Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at APW Capital, Inc. and Fsc Securities Corp. Outside of his advisory work, he serves as Co-Trustee managing the Desmond Family Trust and owns Bay Valley Properties, a real estate referral and management business. RB Capital Management, LLC serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management with an emphasis on hedged strategies and managed fixed-income portfolios, integrating personalized financial planning and active portfolio monitoring.

Bugra Bakan is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at Occidental Asset Management, LLC since 2020 and previously spent a decade at Shield Wealth Management. Occidental Asset Management, LLC serves high-net-worth individuals and institutional clients with wealth management, financial planning, and portfolio management services. The firm customizes investment strategies using a combination of fundamental, technical, and cyclical analysis and integrates technology platforms for portfolio implementation.

Denise Farkas is a financial advisor at Sage Rhino Capital LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sage Rhino since 2017, following five years at Merrill. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets and employs a range of strategies including fundamental and quantitative analysis, with the use of derivatives and options-related strategies in separately managed accounts.

Kimberly Helm is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Quantum Financial Advisors, LLC since 2022 and previously was with Abacus Wealth Partners from 2018 to 2022. Outside of advisory work, she serves as a teaching assistant at the University of Pennsylvania, managing student assignments and providing academic support. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with portfolio management, financial planning, and retirement plan consulting. The firm uses a rules-based, asset-class investment process favoring mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable strategies with access to institutional-class funds and complex instruments for sophisticated clients.

Carlo Panaccione is a financial advisor with Navigation Group LLC in Redwood City, CA, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Navigation Group since 1999 and affiliated with LPL Financial, LLC since 1998. He has also engaged in paid speaking on practice management and tools in the past. Navigation Group provides wealth planning, investment management, consulting, and advisory referral services to individuals, including high-net-worth clients, pension and profit-sharing plans, investment companies, and business entities. The firm employs a strategic asset allocation approach combining passive and actively managed funds, integrates investment management with coordinated wealth planning, and manages over $1 billion in client assets.

Brandon Kurz is a Certified Financial Planner® with 12 years of industry experience, currently serving at Diversifi Capital Inc. He has held roles at firms including Mercer Advisors and Aldrich Wealth LP. He receives compensation for assisting clients with life insurance enrollment and real estate purchase support during financial planning meetings. Diversifi Capital Inc provides discretionary portfolio management and multi-level financial planning to individuals and high-net-worth clients, as well as pooled investment vehicles. The firm manages approximately $671 million in assets across 264 clients and offers services such as managed 401(k) oversight, estate planning support, and operation of private equity funds and special purpose vehicles.

Martin Miller is a financial advisor at MA Private Wealth, LLC with 34 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2018. Outside of advising, he serves as CEO of Fly Big Blue, LLC, an aviation holding company. MA Private Wealth, LLC manages approximately $584 million for about 350 clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, and select entities. The firm employs a tailored, holistic investment approach focused on fundamental analysis and long-term strategies.

Kevin Tanner is a financial advisor with Saratoga Research & Investment Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Saratoga Research & Investment Management since 1995. Saratoga Research & Investment Management is an SEC-registered multi-advisor firm managing approximately $2.5 billion for over 2,500 clients. The firm focuses on discretionary, long-only large-cap equity strategies and serves high-net-worth individuals, retirement plans, foundations, corporations, registered investment companies, and pooled vehicles, offering model portfolios and sub-advisory services.

Evan Nelson is a CFP® professional with nine years of industry experience. He has been with Nelson Capital Management, LLC since 2014. Nelson Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other investment advisers. The firm offers comprehensive portfolio management, written financial planning, and retirement plan asset-management services using a fundamental analysis-based investment process that includes ETFs, mutual funds, individual stocks and bonds with both long- and short-term strategies.

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.