Lan Tran is a financial advisor at The Wealth Consulting Group with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with LPL Financial since 1998. Tran has been with The Wealth Consulting Group since 2016. 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 combining fundamental, technical, macroeconomic, and quantitative analysis and integrates legal-service pathways through referrals and ownership structures.

Richard Hillsbery is a CFP® and PFS™ with 20 years of industry experience. He is affiliated with ValMark Advisers, Inc. and has worked there since 2012. Prior to and alongside this role, he has been involved with SD Mayer & Associates, LLP, and Valmark Securities, Inc. Hillsbery is also co-owner of Hillsbery Financial and Tax, a bookkeeping and tax accounting business. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, plan sponsors, and institutional users through a network of around 280 investment advisory representatives. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, with a focus on multi-asset allocation and ongoing portfolio monitoring.

Terrence Asuncion is a financial advisor with Coppell Advisory Solutions LLC, holding four years of industry experience. He has held roles at Fusion Capital Management and Solaria, where he serves as a Senior Planning Manager. Outside of advisory work, he also maintains a position as an insurance agent with VG Capital Financial Services. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm utilizes an open-architecture platform with both fundamental and technical analysis to implement tailored investment strategies across a wide range of asset types.

Masashi Yamamoto is a financial advisor at PFG Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including United Planners, OSAIC, and New York Life Insurance Company. Outside of his advisory roles, he has experience working at Amazon since 2019. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm uses a combination of macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing.

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.

Steven Lee is a financial advisor at Highpoint Planning Partners with one year of industry experience. He holds a Series 65 designation and has previous work experience at companies including Segmind, EQBR, Maxim Integrated, and Lumentum. Highpoint Planning Partners serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and uses fundamental analysis to construct client investment policies implemented across diverse asset classes and third-party platforms.

Howard Cheng is a financial advisor with M HOLDINGS SECURITIES, Inc. in San Jose, CA, holding Series 63 and Series 65 licenses, and has 24 years of industry experience. He has been with M Holdings Securities since 2015 and also operates Wellspring Consulting and his own CPA practice, Howard Cheng, CPA, providing tax and accounting services. Cheng is involved in life, health, and annuities insurance activities alongside his advisory work. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including investment management, retirement plan consulting, insurance advisory, and sub-advisory arrangements, utilizing both in-house portfolio management and third-party sub-advisors.

Nayan Lapsiwala is a CFP® with 10 years of industry experience and is currently an advisor at Aspiriant, LLC. He has worked at Aspiriant since 2017 and previously spent 10 years with Stanford Investment Group, Inc. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, offering a range of investment management and wealth planning services. The firm emphasizes customized investment programs with diverse implementation options and expanded family office capabilities including accounting, banking, and specialized financial consulting.

Michael Shearon is a CFP®-certified financial advisor at Accelerate Retirement with 11 years of industry experience. He has held roles at Accelerate Investment Advisors LLC, SJE Retirement LLC, OneDigital Investment Advisors, Flynn & Company Inc., and Sigma Financial Corporation. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm uses a primarily long-term allocation strategy across a range of investment vehicles and offers specialized services for plan sponsors, including investment policy development and fiduciary roles under ERISA.

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.

David Condensa is a financial advisor at Legacy Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has worked previously at Lion Street Financial, Peak 360 Wealth Management, and Legitifi LLC. Outside of his advisory role, he operates EduRoadmap Consulting, providing sales consulting services to technology companies. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies through a multi-team platform, utilizing model portfolios, sub-advisers, and a broad range of investment options.

Kim Huber is a financial advisor with The Wealth Consulting Group in Cupertino, CA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with The Wealth Consulting Group since 2017 and has concurrently maintained a role at LPL Financial since 2005. 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 plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party programs, and features integration with legal-service pathways and fiduciary support for plan sponsors.

Linda Tjiputra is a CFP® professional with 25 years of industry experience and is currently affiliated with Mutual Advisors, LLC. She has worked at Mutual Advisors since 2018 and has prior experience at firms including Waddell & Reed and Scott Manley. In addition to her advisory role, she operates as an independent insurance agent. Mutual Advisors, LLC provides advisory services to a diverse client base, including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios using a combination of active and passive strategies and employs various analytical techniques to tailor investment solutions to client objectives.

Neelesh Champaneri is a CFP® and CFA® with eight years of industry experience. He is currently with Modern Wealth Management, LLC and previously worked at Wade Financial Advisory, Inc. and Opes Advisors. Outside of advising, he participates as an independent contractor providing expert consulting through Tegus Expert Networks. Modern Wealth Management offers investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management model guided by an Investment Committee and provides specialized services such as ERISA plan management and tax planning through affiliated entities.

Jonathan Stoft is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with PFG Advisors and United Planners, having previously worked with firms including Charles Schwab and Commonwealth Central Credit Union. Outside of his advisory career, he has been active as a musician for over three decades, performing with groups such as West Bay Rhythm and the Joe Ferrari Big Band. PFG Advisors offers fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm utilizes a network of investment advisor representatives who implement model portfolios or select third-party managers, emphasizing a macro allocation approach with index-based ETFs alongside fundamental and technical analysis.

Loay Naser is a financial advisor at Diversify Advisory Services, LLC with 34 years of industry experience. He holds a Series 63 designation and has previously worked at DFPG Investments, Inc. Naser serves on the board of directors for Coro Global and owns several non-investment businesses, including a hospitality group and a snack production company. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm utilizes a tactical diversification approach and offers a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Gregory Babcock is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 designation and 16 years of industry experience. He has worked at multiple firms, including Virtue Capital Management, LLC, and Horter Investment Management, LLC. Babcock is also the owner of Integrity Wealth Management & Insurance Services, LLC, where he is involved in the sales of insurance and annuity products. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance, rather than constructing proprietary portfolios.

Flavio Pando Jr. is a Series 66-credentialed financial advisor with 13 years of industry experience, currently with Mutual Advisors, LLC since 2018. His prior experience includes positions at Elaine Manley, Inc. and Waddell & Reed, Inc. He is also active as an independent insurance agent and is a licensed real estate sales representative. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plans, and institutional clients. The firm employs a mix of active and passive strategies with a focus on diversification and uses multiple analytical approaches to tailor portfolios according to client objectives.

Korinne Sugasawara is a financial advisor at Core Planning with a Series 65 designation and one year of industry experience. Prior to joining Core Planning, she held roles at Guiding Wealth Management, East Rock Financial, and NextGen. Her background also includes several years of public service in various capacities within the California State Assembly and Senate. Core Planning provides fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, tailored financial planning, and advisory support for qualified retirement plans, using a customized investment approach that incorporates fundamental analysis and a combination of in-house advice, third-party managers, and model portfolios.

Maxwell Keltner is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has previously worked at DFPG Investments, Inc., First Allied Advisory Services, INC., First Allied Securities, Inc., and MSI Financial Services, Inc. Outside of advisory work, he serves as trustee, executor, and power of attorney for family members' living trusts and wills. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm’s investment approach focuses on tactical diversification and individualized asset allocation, offering a variety of model portfolios and alternative investment strategies tailored to client goals.