Stephen Brennan is a financial advisor at Alhambra Investment Management LLC with 17 years of industry experience. He has been with Alhambra since 2016 and previously worked with the San Jose Police & Fire Pension. Outside of advisory services, he operates a marketing consulting business focused on marketing communications and oversees commercial real estate investments as a partner in a real estate firm. Alhambra Investment Management serves individual, high-net-worth, charitable, and corporate clients through discretionary and non-discretionary investment management. The firm uses a top-down macroeconomic approach combined with quantitative equity models and alternative investments, managing portfolios with a team-based approach tailored to client risk tolerances.

Mark Branson is a CFA® charterholder with 22 years of industry experience. He has been with Petersen Flynn & Dinsmore Inc. since 2006. He is based in Palo Alto, CA. Cornerstone Capital, Inc. manages approximately $1.26 billion primarily for individuals, trusts, estates, charitable organizations, and institutions through separately managed equity and fixed-income accounts. The firm employs a capital preservation investment philosophy that integrates fundamental, technical, and cyclical analysis, maintaining relatively concentrated but diversified portfolios.

Stephen Philpott is a CFP® and financial advisor with Nelson Capital Management, LLC, where he has worked since 2005. He has 13 years of industry experience and is based in Menlo Park, CA. Nelson Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other investment advisers by providing portfolio management, financial planning, and retirement plan asset-management services. The firm’s investment process uses fundamental analysis and a mix of ETFs, mutual funds, individual stocks, and bonds, with regular portfolio reviews and both long- and short-term strategies.

Judy Lee is a financial advisor at Forthright Capital with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms including Prudential Insurance Company of America and New York Life Insurance Company. Lee is also involved with Forthright Capital Partners, LLC as an insurance agent soliciting individual life insurance and fixed annuity products. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations using primarily passive investment management and model-based portfolios tailored to individual client investment policies.

Craig Tompkins is a financial advisor with CSP Financial Group LLC in San Jose, CA, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He has previously worked with Agape Investment Coaching and Rice Financial Consulting, and he also owns and operates Coalition Insurance Services, a life and health insurance business in California. CSP Financial Group provides discretionary asset management, financial planning, and retirement-plan services to individuals, high-net-worth clients, and business entities. The firm emphasizes portfolio construction and monitoring based on Modern Portfolio Theory, employs third-party managers for model implementation, and manages held-away workplace accounts with a focus on tax-efficient asset location and rebalancing.

Wa Huong is a CFP® and ChFC® professional with 24 years of experience in the financial advisory industry. She has been with Morling Financial Advisors, LLC since 2007. Outside of her advisory role, she is involved in managing several real estate investment entities. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm offers discretionary investment management and financial planning, typically employing index-based strategies along with a range of alternative investments, and provides fiduciary services for participant-directed retirement plans.

Henry Hien Phan is a financial advisor at Kera Capital Partners with five years of industry experience. He holds a Series 65 designation and has previously worked at Nfluence Partners, Vista Wealth Management, Morgan Stanley, and AxA Advisors. Kera Capital Partners manages over $1.3 billion and serves individual clients, foundations, trusts, retirement plans, corporations, and pooled investment vehicles. The firm employs a combination of fundamental and quantitative analysis with an outcomes-oriented asset allocation approach, emphasizing data analytics and tax awareness.

Lily Zhang is a CFP® with seven years of industry experience, currently serving as an advisor at Diversifi Capital Inc in Los Altos, CA. She has been with DiversiFi Capital LLC (formerly Compass Capital Management) since 2018. Prior to her advisory role, she spent seven years at the University of California, Berkeley in Electrical Engineering and Computer Science. DiversiFi Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $671 million in assets. The firm combines fundamental, technical, charting, and quantitative analysis in its investment approach and serves as a private fund sponsor and adviser with a focus on frontier technology investments.

Matthew Keating is a financial advisor with Saratoga Research & Investment Management. He holds a Series 65 credential and has six years of industry experience. Prior to joining Saratoga Research & Investment Management in 2019, he worked at Apple for seven years. Saratoga Research & Investment Management provides discretionary portfolio management to individuals, including high-net-worth clients, and various institutional clients such as pension plans, endowments, foundations, and corporations. The firm employs a long-only, concentrated large-cap equity strategy characterized by a four-step investment process and manages approximately $2.5 billion across roughly 2,800 clients.

Reese Rifredi is a financial advisor with Kane Investment Management, Inc. in Los Gatos, CA, holding a Series 65 credential and two years of industry experience. His prior work includes roles at Optimist Made, Get Smart Labs, Loyola Marymount University, and RPM Training. Kane Investment Management provides tailored investment account management and advisory services to individuals, high-net-worth clients, 401(k) plans, trusts, and estates. The firm employs a combination of charting, fundamental and technical analysis to manage equity and fixed income portfolios, typically on a discretionary basis.

Kevin Redila is an advisor at Morling Financial Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining the firm, he worked at Fremont Bank and Chabot College. Outside of his advisory role, he operates an e-commerce business selling collectible trading cards through live streaming. Morling Financial Advisors is an independent registered investment adviser serving individuals, families, trusts, businesses, retirement plans, and nonprofit organizations. The firm offers discretionary investment management, financial planning, and pension consulting, utilizing tailored asset allocations implemented through diversified portfolios and alternative investment vehicles, with ESG integration available upon client request.

Lillian Swenson is a Series 65-licensed financial advisor at Wealth Architects, LLC with three years of industry experience. She has worked at Wealth Architects since 2025, following positions at Corient Services LLC, Corient, and Western Technology Investment. Wealth Architects serves individual investors, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations, offering comprehensive wealth management and planning. The firm employs a modern portfolio theory-based investment process with tailored strategic asset allocation and discretionary portfolio management primarily using mutual funds, ETFs, and individual debt securities.

Karen Franco is a financial advisor with Navigation Group LLC in Redwood Shores, CA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has worked with LPL Financial LLC since 2006 and has been involved with Navigation Group, Inc. since 2003. Outside of her advisory roles, she is involved in operating Whispering Hills Horse Ranch. Navigation Group provides discretionary investment management and comprehensive wealth planning primarily for individual and high-net-worth households, as well as pension plans, business entities, and investment companies. The firm’s investment approach emphasizes strategic asset allocation with a combination of passive index funds and actively managed mutual funds or ETFs, coordinated with tax and estate planning considerations.

Kelly Roemers is a Series 65 registered advisor with nine years of industry experience. She has worked at Statheros Financial Solutions, Inc. since 2019, following a prior tenure at Pgr Solutions, LLC, which was succeeded by Statheros. Statheros Financial Solutions, Inc. provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm utilizes globally diversified, long-term strategies primarily through mutual funds and ETFs, and employs a proprietary Portfolio Builder tool to tailor allocations based on tax status, financial need, and risk tolerance.

Alfred Au is a CFP® and holds a Series 65 license with 12 years of industry experience. He has been with DiversiFi Capital Inc for eight years, following prior roles at Dragon Global Services, LLC, and Dragon Financial and Investment Group, LLC. Au is also a member of the holding company Dragon Global Services, which wholly owns Dragon Financial Group. DiversiFi Capital Inc provides investment advisory and financial planning services primarily to individual and high-net-worth clients, while also advising pooled investment vehicles. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and quantitative analysis, and sponsors private funds and special purpose vehicles focused on frontier technology investments.

Erica Arroyo is a financial advisor at MA Private Wealth, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at MA Private Wealth since 2018, following four years at Ameriprise Financial Services, Inc. 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, using a tailored, long-term investment approach based on fundamental analysis and detailed client profiling.

Bradford Dinsmore is a financial advisor at Cornerstone Capital, Inc. with 28 years of industry experience. He has been with Petersen, Flynn & Dinsmore, Inc. since 1995. Cornerstone Capital, Inc. provides investment management to individuals, trusts, estates, charitable organizations, and institutional clients through separately managed equity and fixed-income accounts. The firm follows a capital preservation philosophy that integrates fundamental, technical, and cyclical analysis, managing approximately $1.26 billion with a small team and maintaining a relatively concentrated yet diversified portfolio approach.

Caroline Novak is a financial advisor at Sage Rhino Capital LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets, utilizing a range of securities and strategies including derivatives and options to align portfolios with client objectives.

Thomas Lowish is a CFP® with four years of industry experience, currently serving as an advisor at Diversifi Capital Inc in Los Altos, CA. He has been with DiversiFi Capital LLC since 2022. DiversiFi Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients and also advises pooled investment vehicles. The firm combines fundamental, technical, and quantitative analysis in its investment process and manages multiple private funds and special purpose vehicles focused on frontier technology investments.

Ross Revenaugh is a financial advisor at Avalon Capital Management with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Sanford C. Bernstein & Co., LLC, Echelon Asset Management, and as an independent consultant. He has been with Avalon Capital Management since 2020. Avalon Capital Management serves high net worth individuals and families, offering discretionary investment management, cash management, and fixed-income services. The firm uses a proprietary, quantitative investment process combined with external research to implement active, dynamic global asset allocation across multiple asset classes.