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.

Robert Gaukel is a financial advisor at Newhouse Integrated Financial Advisors LLC with two years of industry experience. He holds a Series 65 designation and has worked at Newhouse since 2021. Outside of advising, Gaukel is a Certified Public Accountant providing tax preparation and strategy services and is a licensed real estate agent involved in property management and transactions. Newhouse Integrated Financial Advisors LLC is a California-registered independent investment adviser serving primarily individual and high-net-worth clients. The firm employs fundamental analysis and modern portfolio theory to build and monitor long-term, asset-allocated portfolios, offering both discretionary and non-discretionary account management.

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® and holds a Series 65 license, with five years of experience in the financial industry. She has worked at Wynn Capital Management, LLC since 2024 and previously spent four years at Affinity Capital Advisors. Prior to her financial career, she was a journalist and writer for one year. Wynn Capital Management serves individuals, households, trusts, estates, pension and profit-sharing plans, and charitable organizations, offering comprehensive financial planning, consulting, and discretionary investment management. The firm’s approach is based on academic research and emphasizes globally diversified, low-cost mutual funds and ETFs, with strategies including small-cap value exposures and defined-risk options for income or risk management.

Jacob Ifshin is a financial advisor at Impact Investors with a Series 65 credential and two years of industry experience. His prior roles include positions at Horizons Sustainable Financial Services and self-employment, along with experience at Engaged Ecology and Everybody Grows. Impact Investors serves individuals, families, accredited investors, and organizations seeking to incorporate social and environmental values into their wealth plans. The firm provides customized investment management, financial planning, and mission-aligned retirement plan design, along with 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.

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.

Sharon Bargetto is a CFP® professional with 23 years of industry experience, currently serving at Sage Financial Advisors Inc. since 2006. She also maintains a tax preparation and planning business under her CPA credentials, a role she has held since 1992. Sage Financial Advisors serves individuals, business entities, trusts, charitable organizations, and retirement plans by providing discretionary investment management and comprehensive financial and tax planning services. The firm employs a fee-only, fundamental analysis-based investment approach with ongoing portfolio monitoring and offers educational workshops and consulting alongside asset management.

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.

Larry Chavez is a financial advisor with Creative Financial Designs, Inc. in Gilroy, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Creative Financial Designs since 2016 and is also involved in Christian Wealth Management as an investment professional. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, corporate clients, and employer retirement plans, offering a range of investment management and financial planning services. The firm’s investment approach incorporates asset-class model allocations informed by third-party research and includes Biblical Responsible Investing strategies alongside traditional and tactical portfolio options.

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 at Kingsview Wealth Management, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Banc of America Investment Services, and Wells Fargo Advisors. Outside of his advisory role, he performs as a musician with a band. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm provides financial planning and asset management through internal portfolio solutions and third-party managers, offering discretionary and non-discretionary advisory services across a range of investment vehicles.

R. Chase is a financial advisor with Thurston Springer Advisors in Santa Cruz, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Thurston Springer Miller Herd & Titak since 2015 and previously worked at JHS Capital Advisors, LLC from 2012 to 2015. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and fiduciary services, with investment approaches that combine fundamental, technical, and cyclical analysis to support both buy-and-hold and active strategies.

Michael Jordan is a financial advisor at Capital Analysts with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lincoln Investment since 2017, following a 22-year tenure at Legend Equities Corporation. Outside of advising, he serves as an executor, managing estate settlements and property sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of discretionary in-house investment management and non-discretionary advisor and third-party manager services.

Michael Graef is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with Creative Financial Designs, Inc. in Gilroy, CA. He holds minority ownership and serves as a corporate officer at Inspire Investing, LLC, and is fully owned sole proprietor of Christian Wealth Management, a financial planning practice. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers various strategies including Biblical Responsible Investing.

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.

Frederick Gawlick is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and 65 designations and bringing 52 years of industry experience. He has been with VOYA Financial Advisors since 2014 and operates Gawlick Retirement Services, which he founded in 1984. Outside of his advisory work, he serves as a director for the Better Business Bureau of Silicon Valley and is a board member of the Santa Cruz Education Foundation. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists and technology tools to implement investment recommendations, operating both as an SEC-registered investment adviser and a FINRA-member broker-dealer.

Daniel Cook is a CFP® professional with 38 years of industry experience, currently serving at VALIC Financial Advisors since 2003. He also holds Series 63 and Series 66 licenses and has an agent role with Agia involving non-securities insurance products. VALIC Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.