Janelle Hansen is a financial advisor with Rice Financial Consulting, Inc. in Los Gatos, CA, holding a Series 65 designation and one year of industry experience. Her prior roles include positions at the University of California Natural Reserve System and University of California Santa Cruz. Rice Financial Consulting, Inc. serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $230.7 million across about 336 clients with a five-adviser team. The firm focuses on manager-selection and supervisory services, operating primarily on a non-discretionary basis and directing clients to third-party managers while performing due diligence and ongoing supervisory reviews.

Anthony Caruso is a financial advisor with Caruso Family Financial Advisors (CFFA) LLC in San Jose, CA. He holds a Series 66 designation and has 14 years of industry experience. Caruso has previously worked at Lightpath Capital, Inc., Whitehall-Parker Securities, Inc., and The Taylor Advisory Group, among other firms. He serves as CEO and CCO of CFFA. Caruso Family Financial Advisors provides portfolio management and pension consulting services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a variety of analytical approaches and strategies, including options trading, and manages approximately $24.5 million in assets for about 50 clients.

Maria Yates is a financial advisor at Rice Financial Consulting, Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles at Stephen Silver Fine Jewelry Company and a children’s pre-school. Rice Financial Consulting provides manager-supervisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm refers clients to third-party advisers and focuses on long-term investment strategies without discretionary trading, overseeing approximately $287 million in primarily non-discretionary assets.

Rebecca Contin is a CFP® professional with 14 years of industry experience, currently serving as an advisor at East Rock Financial Services, LLC since 2013. She holds a Series 63 designation and is also a director of Contin Seeds, a hybrid seed development company. East Rock Financial Services provides investment management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm emphasizes asset allocation, diversification, and periodic rebalancing, offering discretionary portfolio management alongside standalone financial planning engagements through a principal-led service model.

Christopher Wentzien is a CFP® with 12 years of industry experience. He has been with Natural Bridges Financial Advisors in Santa Cruz, CA since 2008. 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 ETFs and no-load mutual funds, operating with a fixed annual fee model rather than a percentage-of-assets approach.

Thomas Wynn is the sole advisor at Wynn Capital Management, LLC in Santa Cruz, CA, holding a Series 66 designation with 23 years of industry experience. He has led Wynn Capital Management since 2002. Outside of his advisory role, Wynn is a member of Angels by the Sea, an investment group focusing on early-stage start-ups in the Santa Cruz area. Wynn Capital Management serves individuals, families, trusts, and various organizations with comprehensive financial planning and discretionary wealth management. The firm’s investment approach emphasizes broadly diversified, global portfolios using low-cost mutual funds and ETFs, incorporating institutional funds and customizable strategies such as options and socially responsible mandates.

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 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.

Anna Sergunina is a CFP® professional with 16 years of experience, currently serving at MainStreet Financial Planning, Inc. since 2014. She also owns Anna Sergunina Media LLC, a separate business unrelated to her advisory work. MainStreet Financial Planning serves individuals, couples, families, business owners, and non-profit organizations, offering fee-only financial planning and investment consultation with an emphasis on long-term, low-cost, passive investment strategies and tax-efficient asset allocation.

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.

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® 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.

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 the financial services industry. She is currently with Continuum Advisory, LLC and has previously worked at OSAIC, Triad Advisors, Inc., and Signator Investors, Inc. Outside of her advisory work, she hosts Airbnb guests at a property in Aptos, California. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans. The firm’s advisors utilize a range of investment vehicles and may serve in ERISA fiduciary roles while maintaining professional integration across various financial and legal disciplines.

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 at Thurston Springer Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thurston Springer Miller Herd & Titak since 2015. He also operates under the name OnTrack Capital Management for purposes of name recognition. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutions, providing financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts through discretionary and non-discretionary retirement-plan services.