Adam Roberts is a CFP® professional with seven years of experience in financial advisory roles, currently serving at Potentia Wealth. His prior experience includes positions at Mariner Independent Advisor Network and LPL Financial, as well as a teaching role at San Jose State University. He is also licensed to sell fixed insurance products in San Jose, CA. Potentia Wealth provides investment management and financial planning services to individual and high-net-worth clients, focusing on discretionary portfolio management and personalized financial plans. The firm integrates tax preparation services through its affiliated business, Potentia Tax, and offers a variety of investment strategies including wrap-fee programs and third-party manager options.

Cody Beaumont is a CFP® professional at HFG Advisors, Inc. with four years of industry experience. He previously worked at Rosewood Family Advisors LLP and Moss Adams LLP. Beaumont is also employed as a financial planner at HFG Trust LLC, a trust company affiliated with his firm. HFG Advisors, Inc. provides fee-based investment management and financial planning to individual and high-net-worth clients, charitable organizations, and retirement plans. The firm emphasizes asset allocation based on Modern Portfolio Theory, primarily using low-cost ETFs and institutional mutual funds, with tailored client-directed customizations and a notable affiliation with HFG Trust, LLC.

Jay Fong is a CFP® with 26 years of experience in the financial industry. He is affiliated with Concentrum Wealth Management, a team-based registered investment adviser in San Jose, CA, and has worked with Purshe Kaplan Sterling Investments since 2013. Concentrum Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, and business entities through wrap-fee asset management, financial planning, and retirement plan advisory services. The firm employs discretionary portfolio management using derivatives, margin, and other strategies that are uncommon among similarly sized advisory teams.

Glenn Young is a CFP® with 27 years of industry experience, currently serving as a business development consultant at Concentrum Wealth Management. His prior experience includes roles at Purshe Kaplan Sterling Investments and TD Waterhouse Investor Services Inc. He also operated a real estate business from 2009 to 2017. Concentrum Wealth Management is a team-based registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on wrap-fee asset management and employs a range of investment strategies, including derivatives and margin, with a particular emphasis on ERISA advisory roles and coordinated use of custodial and platform services.

Raghunandan Krishnan is a financial advisor at Potentia Wealth with seven years of industry experience. He holds a Series 66 designation and has worked at Potentia RIA, LLC since 2024, following roles at Mariner Independent Advisor Network, LLC and LPL Financial, LLC. Potentia Wealth provides discretionary portfolio management, financial planning, and selection-of-other-advisor services for individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, uses a combination of fundamental, technical, and top-down analysis, and emphasizes minimizing fees and tax implications.

Sandra Swanson is a financial advisor at Potentia Wealth in San Jose, CA, holding a Series 66 designation with eight years of industry experience. She previously worked at Mariner Independent and Strategic Wealth Advisors Group, and has been associated with Potentia Wealth since 2014. Potentia Wealth provides investment management and financial planning services primarily to individual and high-net-worth clients, utilizing discretionary portfolio management alongside subscription-based planning. The firm integrates fundamental, technical, and top-down analysis within a framework that includes a tax preparation business affiliated with the firm and offers advisory access through LPL Financial platforms.

Shannon Corpuz is a financial advisor with Potentia Wealth in San Jose, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Potentia Wealth, Corpuz worked at Pence Financial Group and LPL Financial. Potentia Wealth provides investment management and financial planning services to individual clients, including high-net-worth individuals, using a combination of discretionary portfolio management and tailored financial planning. The firm integrates fundamental, technical, and top-down analysis with ongoing portfolio monitoring and offers advisory access through LPL Financial platforms and model or third-party manager programs.

Nicholas Simonian is a CFP® professional with three years of industry experience, currently serving at Concentrum Wealth Management. His prior experience includes roles at Shea Labagh Dobberstein and The McLean Group, as well as eight years at the University of Illinois Chicago. Concentrum Wealth Management serves individuals, high-net-worth households, pension and employee benefit plans, trusts, estates, and corporate clients, specializing in wrap asset management, financial planning, and pension consulting. The firm combines discretionary portfolio management with consultative held-away monitoring and employs a range of investment tools, including derivatives and options strategies, to support tax-efficient asset location and opportunistic rebalancing.

Kevin Swanson is a CFP® with 22 years of industry experience, currently serving at Potentia Wealth. His prior roles include positions at Mariner Independent Advisor Network and LPL Financial. He volunteers on the Finance and Investment Committee for the San Jose State Tower Foundation, overseeing investment compliance and recommendations. Potentia Wealth provides discretionary portfolio management, financial planning, and advisor selection services for individuals, plans, nonprofits, and businesses. The firm customizes portfolios based on client objectives, utilizing a mix of fundamental, technical, and top-down analysis, and emphasizes fee minimization and tax efficiency.

Craig Pine is a financial advisor at Potentia Wealth with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2007, as well as Mariner Independent Advisor Network from 2016 to 2024. Pine currently provides investment advisory services through Potentia RIA, LLC, an independent registered investment advisor. Potentia Wealth offers discretionary portfolio management, financial planning, and selection-of-other-advisor services to individuals, pension/profit-sharing plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives, horizon, and risk tolerance, employing fundamental, technical, and top-down analysis, with an emphasis on minimizing fees and tax impacts.

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.

Lance Pieper is a CFP® professional with five years of industry experience, currently serving at Concentrum Wealth Management. He has been with the firm since 2018. Concentrum Wealth Management is a team-based registered investment adviser that serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on wrap-fee asset management and employs investment strategies that include derivatives and margin, distinguishing it from many similar-sized advisory teams.

Austin Cua is a CFP® professional with six years of industry experience and currently serves as an advisor at Potentia Wealth. His work history includes roles at Potentia RIA, LLC, Mariner Independent Advisor Network, LPL Financial, and Raroque Wealth Management. Prior to his financial services career, he spent nine years at Loyola University of Chicago. Potentia Wealth provides investment management and financial planning services to individual clients, including high-net-worth individuals, using discretionary portfolio management combined with standalone and subscription financial planning. The firm integrates tax preparation services through its affiliated business, Potentia Tax, and employs a combination of fundamental, technical, and top-down analysis to guide investment decisions.

Paula Brennan is a financial advisor at Gradient Advisors, LLC with six years of industry experience. She holds a Series 65 designation and has been with Gradient Advisors since 2020. Prior to that, she worked at the Academy of Self Defense for four years and has operated her own independent business since 2005. Outside of her advisory role, she is involved in life and annuity sales as an independent life agent. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, utilizing a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis.

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.

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.

Nicolas Tabellion is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013. Prior to his current role, he spent ten years at Strategic Wealth Advisors Group, LLC and currently provides investment advisory services through WCG Wealth Advisors, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors and institutions, supported by an in-house research team that develops model portfolios and a broad platform accommodating various investment strategies and client needs.

Brian Horiuchi is a financial advisor with PFG Advisors in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes long-term roles at Commonwealth Central Credit Union and Cuso Financial Services, as well as current positions with United Planners and PFG Advisors. Outside of his advisory work, he serves as trustee for the Ben and Marge Horiuchi Family Trust. 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 macroeconomic allocation and fundamental/technical analysis, primarily using index-based ETFs, and offers access to third-party money managers and platforms.

Mark Ishibashi is a financial advisor at The Wealth Consulting Group with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Strategic Wealth Advisors Group, LLC and LPL Financial. 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, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that incorporates fundamental, technical, macroeconomic, and quantitative analysis across various investment vehicles, and integrates legal-service pathways to support comprehensive client needs.