Scott Manley is a financial advisor with Mutual Advisors, LLC, holding a Series 66 license and 25 years of industry experience. His career includes roles at Mutual Advisors, Mutual Securities, Elaine Manley, Inc., and Waddell & Reed, Inc. In addition to advising, he is involved in authoring and selling financial books through Financial Journey Partners, Inc. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors, serving individuals, institutions, trusts, and retirement plans. The firm offers asset management, financial consulting, and ERISA plan advisory services, employing both passive and active investment strategies tailored to client objectives.

Joseph Ellis is a CFP® with 16 years of industry experience, currently serving at Diversify Advisory Services, LLC since 2023. He also has over a decade of involvement with DFPG Investments, LLC. Outside of his advisory roles, Ellis is engaged in tax preparation and representation as an enrolled agent, provides notary services, and is involved in public speaking on injury and medical topics, including authoring a book on running injuries. He also serves as a fractional CFO for a stem cell dermatological startup. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach, utilizing a variety of platforms and instruments such as ETFs, mutual funds, alternatives, and options-based strategies.

Hsien Lin is a financial advisor at Kovack Advisors, Inc. with 27 years of industry experience. He previously worked at Western International Securities, Inc. and UBS Financial Services. Lin holds the Series 66 designation and is based in Cupertino, California. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension and profit-sharing plans, and banking or thrift institutions nationwide. The firm offers diversified asset management primarily through mutual funds and ETFs, third-party manager recommendations, and financial planning services.

Joseph Langlois III is a CFP® professional with 24 years of industry experience. He is currently with Diversify Advisory Services, LLC and has worked at DFPG Investments, Inc. since 2015. Outside of advisory work, he serves as an insurance broker and holds leadership roles in several professional service and investment-related LLCs. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach utilizing a variety of investment models and strategies across multiple platforms.

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.

Kazuyo Deguchi is a financial advisor at Kovack Advisors, Inc. with 24 years of industry experience. She holds the CFP®, CFA®, and Series 66 designations. Her prior experience includes roles at Western International Securities, Inc. and LPL Financial. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm provides diversified asset management primarily through mutual funds and ETFs, along with financial planning and third-party manager recommendations.

Daniel Diaz is a financial advisor at Arete Wealth Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors, The Ayco Company, L.P./Mercer Allied, and JP Morgan Chase. Outside of his advisory role, he serves as a volunteer advisory board member at his son's grade school, acts as volunteer treasurer and board member for the Warm Springs Cabana Club, and participates in volunteer roles with Creighton University's Heider College of Business and Evergreen Community College. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis using a combination of advisor-driven and proprietary model allocations, third-party sub-advisers, and maintains a due-diligence process for recommended managers and private investments.

Alan Wong is a CFA® charterholder based in Mountain View, CA, currently with Aspiriant, LLC. He joined Aspiriant in 2026 and has prior experience at Chevron Corporation and its affiliates from 2013 to 2025. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients by offering discretionary and non-discretionary investment management along with wealth planning and family office services. The firm builds customized investment programs using a variety of implementation options and provides expanded family office capabilities, including accounting and banking support.

Helen Dietz is a CFP® with 29 years of industry experience, currently serving at Aspiriant, LLC in Mountain View, CA. She worked at Stanford Investment Group, Inc. for 30 years before joining Aspiriant, where she has been since 2017. Aspiriant primarily serves high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers a range of services including discretionary and non-discretionary investment management, wealth planning, family office services, and specialized consulting, utilizing a customized investment approach supported by internal research and a variety of investment options.

Elaine Manley is a CFP® professional with 39 years of industry experience, currently serving at Mutual Advisors, LLC and Mutual Securities, Inc. since 2018. Her prior experience includes over 30 years at Waddell & Reed, Inc. and running her own firm, Elaine Manley, Inc., for 20 years. She serves on the board of the League of Women Voters Cupertino-Sunnyvale and is involved in authoring financial books through Financial Journey Partners, Inc. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion across 123 advisors and serving individuals, institutional investors, trusts, and retirement plans. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services, employing both passive and active investment strategies tailored to client objectives.

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 at Coppell Advisory Solutions LLC with four years of industry experience. He has held roles at Coppell Advisory Solutions DBA Fusion Capital Management since 2022 and serves as a Senior Planning Manager at Solaria. Outside of his advisory work, he is involved in senior planning management at Solaria, a non-investment related role. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a tailored investment approach combining internal and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision aligned with client objectives.

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 worked at several firms including Intrinsic Wealth Management, Segmind, EQBR, Maxim Integrated, and Lumentum. HighPoint Planning Partners serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, and retirement plan advisory services, utilizing fundamental analysis and a range of investment vehicles across multiple platforms.

Howard Cheng is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He also has a longstanding background as a CPA and owner of a tax and accounting practice since 1994, and he is involved in insurance, including life, health, and annuities products. Cheng has operated Wellspring Consulting since 2005 and participates as a partner in a family investment limited partnership. M Holdings Securities, Inc. serves a diverse 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, combining discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by platform providers and sub-advisory arrangements.

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® with 11 years of industry experience, currently serving as an advisor at Accelerate Retirement. His prior experience includes roles at OneDigital Investment Advisors, Flynn & Company Inc., and Sigma Financial Corporation. Accelerate Retirement provides retirement plan consulting, discretionary investment management, financial planning, participant investment advice and education, and plan-level fiduciary services to individual and institutional clients. The firm constructs customized portfolios and emphasizes a long-term investment approach while managing approximately $5.68 billion in plan assets under advisement.

Sheetal Bagde is a CFP® professional with 11 years of experience in financial advising. She is currently with Perigon Wealth Management, LLC and has previously worked at Cognizant Wealth Advisors, Bingham, Osborn, & Scarborough, LLC, and Buckingham Strategic Wealth. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a portfolio approach tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting regular account reviews.