Elizabeth Flores is a financial advisor with Legacy Wealth Advisors, LLC in Santa Cruz, CA, holding a Series 65 license and 22 years of industry experience. Prior to joining Legacy Wealth Advisors in 2020, she worked at Sterling Advisory Services, LLC and operated her own CPA practice for 18 years. She is also a 50% owner of a tax preparation business, Oversight Group, LLC, where she is involved in preparing and processing tax returns. Legacy Wealth Advisors, LLC provides multi-family office and wealth management services to individuals, high-net-worth families, and institutions. The firm combines macroeconomic analysis with client-specific risk assessments to build customized portfolios, offering discretionary and non-discretionary investment management alongside integrated tax and real estate advisory services.

David Faulk is a CFP® and Series 65-registered advisor with 20 years of industry experience. He is the principal at Montage Financial Advisors, where he has worked since 2020, and he also serves as president of Montage Tax, a separate tax preparation and planning firm. Prior to founding Montage Financial Advisors, he was with Johanson Financial Advisors, Inc. for five years. Montage Financial Advisors provides discretionary portfolio management and project-based financial planning for individual and high-net-worth clients. The firm employs a primarily passive investment approach grounded in Modern Portfolio Theory, using diversified portfolios of index mutual funds and ETFs, and coordinates closely with clients’ tax and legal professionals.

Robert Gaukel is a financial advisor at Newhouse Integrated Financial Advisors LLC with one year of industry experience. He holds a Series 65 credential and also works as a Certified Public Accountant providing tax preparation and strategy services for individuals, as well as a real estate agent involved in property management and buyer/seller transactions. Prior to his current role, he was affiliated with Newhouse and has experience outside finance with Verve Coffee Roasters and Mountain Bikers of Santa Cruz. Newhouse Integrated Financial Advisors LLC offers discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term investment approach combining fundamental analysis with modern portfolio theory, managing a concentrated book of accounts that may include mutual funds, ETFs, equities, fixed income, and occasionally venture capital or private placements.

Shane Yonston is a CFP® with 22 years of industry experience, currently serving as an advisor at Impact Investors since 2014. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2018. In addition to his advisory role, Yonston is licensed to sell life and long-term care insurance policies, which he manages alongside his investment work. Impact Investors serves individuals, families, accredited investors, and organizations seeking to integrate social and environmental values into their wealth plans. The firm offers tailored investment management, financial planning, and private investment services, utilizing written investment policies, exclusionary screens, and customized model portfolios.

Sarah Brown is a CFP® professional with five years of experience at Natural Bridges Financial Advisors in Santa Cruz, CA. Prior to joining Natural Bridges, she worked at 1440 Multiversity and was involved with Luma Yoga. Natural Bridges Financial Advisors is a fee-only firm serving individuals and families with comprehensive financial planning and discretionary investment management. The firm emphasizes tailored investment strategies using low-cost ETFs and mutual funds, operating under a fixed annual fee model with a fiduciary standard.

Susan Landry is a CFP®-certified financial advisor with four years of industry experience. She is currently with Wynn Capital Management, LLC and was previously with Affinity Capital Advisors. Prior to her financial career, she worked as a journalist and writer. Wynn Capital Management serves individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and business entities with comprehensive financial planning and discretionary wealth management. The firm employs a research-based investment approach focused on broadly diversified, global portfolios using low-cost mutual funds and ETFs, and incorporates institutional fund options and defined options strategies to manage risk and income.

Jacob Ifshin is a Series 65-credentialed financial advisor at Impact Investors with one year of industry experience. His prior roles include positions at Horizons Sustainable Financial Services and self-employment, alongside work with Engaged Ecology and Everybody Grows. Impact Investors serves individuals, families, accredited investors, and organizations seeking to integrate social and environmental values into their wealth plans. The firm offers both discretionary and non-discretionary investment management, financial planning, and specialized services such as mission-aligned group retirement plan design and a private investment platform for accredited investors.

Anabel Diaz Garcia is a CFP® professional at Natural Bridges Financial Advisors with two years of industry experience. Her work history includes roles at Beacon Pointe Advisors LLC and Waypoint Wealth Partners, as well as a previous tenure at Natural Bridges Financial Advisors. Natural Bridges Financial Advisors is a fee-only firm serving individuals and families with comprehensive financial planning and discretionary investment management. The firm uses tailored investment policy statements and primarily invests in low-cost funds, operating with a fixed annual fee model and maintaining a fiduciary standard.

Charles Stermetz is a CFP® with seven years of industry experience, currently operating as the sole advisor at EquityFTW. His prior experience includes roles at Moss Adams, Blue Barn Wealth, Utah Valley University, and Northwestern Mutual. Equity For The Win offers fee-only financial planning and educational seminars to individuals and businesses, focusing on delivering written financial plans without managing or monitoring client accounts. The firm emphasizes personalized asset allocation and equity compensation analysis, serving a small client roster through project-based and hourly fees.

Scott Mc Donald is a CFP® professional associated with SLP Wealth, holding a Series 65 license and having three years of industry experience. His prior roles include positions at the Santa Clara Valley Water District and the California Department of Fish and Wildlife. Outside of finance, he operates a commercial photography business, Scotty McDonald Photography, serving editorial and commercial clients. SLP Wealth is an SEC-registered advisory firm that provides discretionary investment management and financial planning to individual clients and small-business owners, including both non-high-net-worth and high-net-worth individuals. The firm uses diversified, risk-based portfolios primarily consisting of no-load mutual funds and ETFs and offers additional services such as tax preparation and 401(k) plan advisory.

Mark Taylan is a financial advisor with Eastsound Capital Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Advisors 360 LLC, Guaranteed Rate Inc, and Direct Mortgage Funding Inc. He serves on the Board of Directors of FAREPA, a Silicon Valley trade organization for real estate professionals, contributing to industry education and networking without compensation. Eastsound Capital Advisors is an SEC-registered firm providing discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm integrates fundamental, technical, and cyclical analysis with strategic and tactical asset allocation to manage portfolios across various securities and may act as a sub-advisor and signal provider to other investment advisers.

Sharon Bargetto is a CFP® with 23 years of industry experience and has been with Sage Financial Advisors, Inc. since 2006. She also operates a tax preparation and planning business as a CPA, dedicating significant time to this work annually. Sage Financial Advisors serves individuals, businesses, trusts, charitable organizations, and pension plans, managing approximately $219 million across about 105 client relationships. The firm combines discretionary portfolio management with financial planning, tax services, and educational programming, using fundamental analysis and a mix of mutual funds, fixed income, equities, and ETFs.

James Mcevoy is a ChFC®-designated financial advisor with 20 years of industry experience. He is currently with Eastsound Capital Advisors, LLC and has previously worked at Individual Asset Management and Concert Wealth Management, Inc. In addition to his advisory role, McEvoy owns and operates Cross Border Planning, a Belgian-registered licensed insurance brokerage specializing in life insurance and pension products. Eastsound Capital Advisors is an SEC-registered firm providing discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm employs a combination of fundamental, technical, and cyclical analysis with strategic and tactical asset allocation to construct diversified portfolios.

Marcos Peixoto is a financial advisor at ACT TWO INVESTORS LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at MACRO Consulting Group and operated a consulting service, Quartermaster Consulting Services, providing operational advice to Registered Investment Advisory firms. ACT TWO INVESTORS LLC offers discretionary portfolio management and investment advice to individuals, retirement accounts, trusts, and family offices through separately managed accounts. The firm employs two main strategies—Focused Equity and Focused Balanced—with concentrated equity portfolios complemented by mutual funds, ETFs, and fixed income, managing over $580 million in discretionary assets.

Jacqueline Lakocy is a CFP® with 42 years of experience in financial planning and investment advice. She is currently affiliated with Continuum Advisory, LLC and has previously worked at OSAIC, Triad Advisors, Inc., and Signator Investors, Inc. Outside of her advisory work, she hosts an Airbnb property in Aptos, CA. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to both individual and institutional clients. The firm integrates multiple professional practices among its advisors and offers retirement plan consulting and ERISA fiduciary services.

Jonathan Lubell is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Kingsview Asset Management since 2019 and has been affiliated with Wells Fargo Clearing and Wells Fargo Advisors since 2013. Outside of his advisory role, Lubell performs as a musician with a band. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion in assets for 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 through a combination of advisor-led planning and model-based investment strategies, including proprietary ETFs and access to alternative investments.

R. Chase is a financial advisor with Thurston Springer Advisors in Santa Cruz, CA, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Thurston Springer Miller Herd & Titak since 2015. Thurston Springer Advisors serves a diverse client base including individuals, corporations, retirement plans, foundations, endowments, and trusts. The firm provides financial planning, estate-planning facilitation, portfolio management, and fiduciary services, employing a range of investment strategies from buy-and-hold to active technical and fundamental approaches.

Michael Jordan is a financial advisor with Capital Analysts who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He was previously with Legend Equities Corporation for 22 years before joining Lincoln Investment, where he has worked for the past nine years. Outside of advising, he acts as an executor for estate settlements, including travel to manage property sales. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs and employs an in-house Investment Management & Research team to guide investment decisions.

Laura Kelly is a CFP® and holds a Series 65 license with 19 years of industry experience. She has been with Evanson Financial, LLC and its predecessor firm since 2013. Evanson Financial provides investment advisory and financial planning services to individuals, trusts, retirement plan sponsors, endowments, and business entities. The fee-only firm manages primarily discretionary assets totaling approximately $5.8 billion, focusing on long-term, strategic asset allocation using low-cost, institutional-class mutual funds and ETFs.

Geoffrey Akers is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and over 22 years of industry experience. He has been with Valic Financial Advisors since 2004. Outside of his advisory role, he serves as co-president of the Holy Spirit School Advisory Board and is a board member of the South Valley Family YMCA. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and centralized model solutions.