Jack Mc Hargue is a financial advisor at Morling Financial Advisors, LLC, holding a Series 65 credential. He has one year of industry experience, with prior roles at RW Investment Management, Will Ellsworth Financial Advising, and Northwestern Mutual. 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 implementing portfolios through index-based strategies, mutual funds, ETFs, equities, fixed income, and alternative investments, while maintaining client relationships and monitoring.

Jane Swan is a CFA® charterholder with 11 years of industry experience. She has worked at Veris Wealth Partners, LLC since 2015. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, offering investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented strategies, integrating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.

Nathan Brickley is a financial advisor at Brickley Wealth Management in San Mateo, CA, with 11 years of industry experience. He holds a Series 66 designation and has worked at Brickley & Company CPA Inc. and LPL Financial, LLC. Brickley is also involved with Brickley & Company CPA Inc., which provides tax preparation and accounting services. Brickley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm employs a long-term, diversified investment approach incorporating modern portfolio theory, active and passive funds, ESG screening, and manager due diligence.

Ekaterina Atanassov is a CFP® and CFA® with eight years at Neumann Capital Management and four years at Atan Consulting. She has three years of industry experience. Neumann Capital Management serves individual and high-net-worth clients, trusts, and charitable organizations through comprehensive and essential wealth management programs. The firm employs a strategic asset allocation approach with disciplined rebalancing, an in-house research process, and uses Monte Carlo simulation in financial planning.

Henry Luong is a financial advisor at CSP Financial Group LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at CSP Financial Group since 2021, alongside operating as a sole proprietor. Luong has also been a patent examiner at the United States Patent and Trademark Office since 2010. 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 and employs third-party managers such as Matson Money to implement model allocations.

Michael King is a financial advisor at Morling Financial Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at SitusAMC and Alan King and Company. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations. The firm provides discretionary investment management and financial planning, typically using index-based strategies, mutual funds, ETFs, listed equities, fixed income, and alternative investments, while maintaining client relationships and portfolio monitoring.

Paula Rose is a financial advisor with American Investors Company in San Ramon, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with American Investors Company since 2002 and has operated her own advisory business since 1997. Additionally, she is licensed as a life insurance agent. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of discretionary and non-discretionary asset management, financial planning, retirement plan services, and seminars, operating both as a registered broker-dealer and SEC-registered adviser.

Sean Maloon is a financial advisor at California Financial Advisors with a Series 65 designation. He has been with the firm since 2022, with prior experience at Indus Growth Fund and involvement in activities outside finance, including work with Friday Night Lights and California Polytechnic University. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses with investment supervisory services, financial planning, and consulting. The firm focuses on asset allocation, mutual fund and ETF analysis, and third-party manager due diligence, managing approximately $2 billion in assets with a team of 11 advisors.

Andrew Haupt is a financial advisor with American Investors Company in Dublin, CA, holding a Series 66 designation and 14 years of industry experience. He has been with American Investors Company since 2013 and is also involved with Allied Tax Planners, where he prepares federal and state income tax returns and provides tax consultation services. American Investors Company delivers investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations, combining advisory and broker-dealer functions with a range of asset management and consulting offerings.

Richard Cohn is a financial advisor at American Investors Company with 39 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Crestmont Advisors, LLC for 12 years. American Investors Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines broker-dealer and SEC-registered advisory services, offering both commission-based and advisory products along with asset management, financial planning, and retirement consulting.

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.

Mitone Griffiths is a financial advisor at Vantage Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Vantage Wealth Management since 2007, also affiliated with LPL Financial LLC since 2014. Outside of his advisory role, he is a notary public in San Mateo, CA. Vantage Wealth Management serves individuals, including high-net-worth clients, as well as trusts, retirement plans, charities, corporations, and broker-dealers, providing personalized financial planning and asset management. The firm manages approximately $897 million in assets and builds customized portfolios using mutual funds and ETFs, applying strategic rebalancing and tactical adjustments across multiple platforms.

Gabriella Stamps is a financial advisor at California Financial Advisors with a Series 65 credential. She has been with the firm since 2024 and has prior work experience in various roles outside the financial industry, including education and veterinary clinic positions. California Financial Advisors is an SEC-registered advisory firm serving individuals, charitable organizations, and businesses. The firm manages over $2 billion in assets and employs an investment approach focused on asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers, tailoring strategies to clients’ objectives and tax considerations.

Nickolas Bowers is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Liberty Wealth Management, he worked at New York Life Insurance Company. Liberty Wealth Management serves individuals, trusts, estates, retirement plans, corporations, and other entities, offering investment management, financial planning, and employee-benefit plan services among others. The firm employs a combination of centrally developed models and advisor-developed strategies, utilizing quantitative and fundamental analysis to construct diversified portfolios that include mutual funds, ETFs, fixed income, real estate, and private market investments.

Mark Pitre is a CFP® with 37 years of industry experience, currently serving at California Financial Advisors. He has worked with Foothill Securities and has been with Maloon, Powers, Pitre & Higgins, LLC dba CFA since 1998. In addition to his advisory role, he is involved in insurance sales and servicing existing contracts on a limited basis. California Financial Advisors is an SEC-registered firm that provides portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm manages over $2 billion in assets and utilizes a tailored investment approach focused on asset allocation, fund analysis, and due diligence of third-party managers.

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.

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.

Eric Rudney is the sole advisor at Rudney Associates with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Rudney Associates since 2002 and Gillett Financial since 1995. Rudney Associates provides investment advisory and retirement plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts and estates, business entities, and charitable organizations. The firm employs both fundamental and technical analysis across mutual funds, ETFs, equities, and fixed-income securities, and manages approximately $868 million in assets for about 458 client relationships.

Zaineb Sohail is a financial advisor at Kaizen Financial Strategies, LLC with four years of industry experience. She holds a Series 65 designation and has been with Kaizen Financial Strategies since 2020. Outside of her advisory role, she is also involved with Ivy Admissions. Kaizen Financial Strategies serves individuals, high-net-worth clients, entrepreneurs, small business owners, and nonprofit organizations, offering financial planning, retirement plan consulting, and portfolio management primarily through its wrap-fee program. The firm employs a combination of fundamental, technical, sector, and qualitative analysis alongside various investment strategies, including the use of derivatives and borrowing within managed accounts.

Jamshid Kekobad is a financial advisor with Grant Private Wealth Management in Pleasanton, CA, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior roles include positions at Point Digital Finance and Strategic Advisers, Inc., as well as experience with Fidelity Brokerage Services LLC. Grant Private Wealth Management is a registered investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach is tailored to each client’s goals and risk tolerance, integrating various analytical methods, and it offers public educational seminars and workshops focused on general investment topics.