Milind Dalal is a financial advisor with Clarity Wealth Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Clarity Wealth Advisors since 2013 and previously worked at Purshe Kaplan Sterling Investments for a decade. Outside of his advisory role, he is a member of Statera, LLC, a non-investment related office building entity. Clarity Wealth Advisors serves individual clients, retirement plans, trusts, and other entities, providing discretionary portfolio management, financial planning, and consulting services. The firm employs customized investment strategies using proprietary and third-party model portfolios and manages approximately $601 million in discretionary assets with a small advisory team.

Matthew Casas is a CFA® charterholder with 13 years of industry experience. He has worked at Saratoga Research & Investment Management since 2011. Saratoga Research & Investment Management provides discretionary portfolio management primarily to individuals, including high-net-worth clients, and various institutional clients. The firm employs a long-only, large-cap equity investment approach using quantitative and qualitative analysis, managing approximately $2.5 billion across separately managed accounts, mutual fund sub-advisory, and model portfolios.

Alexis Marriott is a financial advisor at Wealth Architects, LLC in Mountain View, CA, holding a Series 65 credential with less than one year of industry experience. Prior to joining Wealth Architects, Alexis worked briefly at Integris Wealth Management and was involved with Boxing Strong Monterey. Wealth Architects serves individuals, trusts, retirement plans, and charitable organizations by providing comprehensive wealth management and planning services. The firm uses a structured investment process based on modern portfolio theory, offering tailored portfolio management and planning, including tax planning, often on a discretionary basis.

Samuel Mitsui Reyes is a financial advisor at Wealth Architects, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Istituto Lorenzo De Medici, Brighton Jones, Northwestern Mutual, AlloyLabs, and Next Level Burger. Wealth Architects serves individuals, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations by providing comprehensive wealth management, planning, and consulting services. The firm’s investment approach is based on modern portfolio theory, utilizing tailored portfolio management and planning services, with an emphasis on discretionary account management, sub-advisory arrangements, and detailed regulatory disclosures.

Peter Ling is a Series 65-licensed financial advisor with Morling Financial Advisors, LLC, where he has worked for 27 years. He is also the principal and president of Morling & Company, an accounting and financial services firm he founded in 1985. Additionally, Ling holds leadership roles in several other businesses, including Systems Integration Solutions and Commerce Solutions Inc., both in the IT sector. Morling Financial Advisors serves a diverse client base including individuals, families, trusts, businesses, and nonprofit organizations. The firm provides discretionary investment management, financial planning, and pension consulting, using a client-specific strategic asset allocation that combines index-based public equity and fixed income, mutual funds, ETFs, and alternative investments.

Andrew Early is a financial advisor at Saratoga Research & Investment Management with seven years of industry experience. He holds a Series 65 designation and has been with Saratoga Research & Investment Management since 2017. Prior to his current role, he spent a year working at JDog Junk Removal. Saratoga Research & Investment Management is an SEC-registered multi-advisor firm managing approximately $2.5 billion for over 2,500 clients. The firm offers discretionary, long-only separately managed accounts focused on large-cap equity strategies and serves a diverse client base, including high-net-worth individuals, retirement plans, foundations, and corporations.

Eric Hughes is a financial advisor with Valley Wealth Strategies, LLC in Sunnyvale, CA, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial LLC since 2017 and previously at National Planning Corporation from 2013 to 2017. Outside of his advisory role, he operates Rick E. Hughes Financial, focusing on fixed annuities and life insurance. Valley Wealth Strategies advises individuals, families, trusts, and organizations with customized investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach using fundamental, technical, and cyclical analysis, managing over $1.2 billion in assets, with a notable portion managed on a non-discretionary basis.

Peter Trinh is a CFP® with seven years of industry experience, currently serving as an advisor at Wealth Architects, LLC. His prior work includes roles at Sand Hill Global Advisors and Michael Byrne. Wealth Architects provides comprehensive wealth management and planning services to individual investors, trusts, estates, retirement plans, pension and profit-sharing plans, and charitable organizations. The firm employs a strategic, modern portfolio theory-based investment process tailored to client needs, with discretionary portfolio management primarily using mutual funds, ETFs, and individual debt securities.

William Smithers III is an advisor at Heckman Financial & Insurance Services, Inc. He holds Series 63 and Series 65 licenses and has been with the firm since 2025. His prior experience includes roles at Coforge Limited, OptimEyes AI, Concentrix Corporation, Symbio Corporation, and Globant S.A. Heckman Financial & Insurance Services, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary asset management, financial planning, and ERISA retirement-plan advisory services, alongside insurance brokerage and tax-preparation, supported by educational seminars and workshops.

Brian Nguyen is a Certified Financial Planner® with 18 years of industry experience. He is currently with Twin Peaks Wealth Advisors and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, Fremont Bank, and Investor Fan. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, families, trusts, retirement plans, and other entities. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, complemented by tactical overlays and specialized strategies delivered mainly through discretionary separately managed accounts.

Diana Louie is a financial advisor at Nectarine with Series 65 and Series 63 credentials. She has one year of experience in the industry, having previously worked at Google for ten years. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through a team of advisor representatives. The firm emphasizes long-term asset allocation using low-cost, index-based mutual funds and ETFs and offers services through one-hour consultations, multi-week plans, and ongoing engagements without managing client investments or monitoring accounts post-advice.

Tyler Scott is a CFP® and CFA® with 16 years of experience in financial advising. He has been with Wealth Architects, LLC since 2012. Wealth Architects serves individual investors, including high-net-worth clients, as well as trusts, estates, retirement plans, pension and profit-sharing plans, and charitable organizations. The firm provides comprehensive wealth management and planning using a tailored strategic asset allocation approach grounded in modern portfolio theory.

Helena Sandoval is a financial advisor at Kera Capital Partners with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for ten years and Edward Jones Investments for 22 years. Outside of her advisory role, she is a Notary Public for the state of California. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing assets on a multi-advisor platform with over $1.3 billion in assets under management. The firm combines fundamental and quantitative analysis to create tailored portfolios using a range of investment vehicles, including equities, fixed income, ETFs, options, and mutual funds.

Alan Werba is a CFP® with 48 years of industry experience and is a principal at Werba Rubin Papier Wealth Management, LLC. He has held leadership roles at Werba Reinhard, Inc. and Werba Advisory Services, Inc. for over two decades and has been affiliated with Loring Ward Securities, Inc. since 1999. Werba serves as president of Werba Advisory Services, Inc., which provides tax preparation and consultation services. Werba Rubin Papier Wealth Management offers discretionary and non-discretionary investment management, financial planning, pension consulting, and retirement-plan advice primarily to individuals, high-net-worth clients, charitable organizations, and pension or profit-sharing plans. The firm employs a long-term, risk-targeting investment approach based on Modern Portfolio Theory and utilizes diversified portfolios including mutual funds, ETFs, and individual securities.

Charles Davis is a financial advisor at Kane Investment Management, Inc. in Los Gatos, CA, holding a Series 65 designation with 26 years of industry experience. He has been with The Kane Group since 1998. Kane Investment Management, Inc. provides investment account management and advisory services to individuals, high-net-worth clients, 401(k) plans, trusts, and estates, using a combination of charting, fundamental, and technical analysis to construct portfolios tailored to client objectives. The firm manages a range of securities and offers discretionary account management with performance reviews and financial planning available.

Jared La Blue is a financial advisor with Diversifi Capital Inc in Los Altos, CA, holding a Series 65 designation and six years of industry experience. He has worked at Compass Capital Management Group, Diversifi Capital LLC, theTaxGuySF, and Dragon Financial Group. DiversiFi Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as managing pooled investment vehicles. The firm uses a combination of fundamental, technical, charting, and quantitative analysis within a structured investment process and manages multiple private funds and SPVs focused on frontier technology investments.

Brian Ferrin is a financial advisor with MA Private Wealth, LLC in San Carlos, CA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with MA Private Wealth since 2018 and previously retired from 2003 to 2018. MA Private Wealth, LLC manages approximately $584 million for about 350 clients, offering discretionary and non-discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm serves individuals, families, trusts, and select entities, employing a tailored, long-term investment approach based on detailed client profiling and fundamental analysis.

Mallory Davis is a CFP® professional with three years of industry experience, currently serving at MA Private Wealth, LLC since 2021. Prior to this, she worked at Silicon Valley Community Foundation and Albion Financial Group. MA Private Wealth is a five-advisor team managing approximately $686 million for individuals, families, trusts, estates, private foundations, and qualified retirement plans. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and retirement-plan advisory services, with an investment approach focused on fundamental analysis and portfolio customization based on clients’ risk tolerance, liquidity needs, and tax considerations.

Lawrence Pizzella is a financial advisor at Aria Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has worked at Aria Wealth Management since 2017. Pizzella also serves as a Portfolio Administrator and consultant at Legacy Wealth Advisors and as a Trading Specialist at the Institute for Wealth Management. Aria Wealth Management serves individual and institutional clients, including high-net-worth families, trusts, corporations, and pension plans. The firm uses an asset allocation framework informed by fundamental and technical analysis and manages discretionary accounts with access to institutional custodial services.

Jonathan Riley is a financial advisor with Riley Friedman Asset Management in Los Altos, CA, holding 15 years of industry experience. He has been with Riley Friedman Asset Management since 2011, working as one of two managing members. Riley Friedman Asset Management provides ongoing portfolio management and basic financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a fundamental, long-term, value-oriented investment approach focused on capital preservation, transparency, liquidity, and diversification.