Dennis Shao is a financial advisor at M Holdings Securities, Inc. with one year of industry experience. He holds the Series 66 designation and has worked concurrently at Wellspring Consulting and M Holdings Securities since 2016. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, using both internal portfolio managers and third-party sub-advisors to deliver investment solutions.

Timothy Harvey is a CFP® and CFA® with 15 years of industry experience, currently serving as a financial advisor at Aspiriant, LLC in Mountain View, CA. His prior experience includes roles at The Mather Group, Bordeaux Wealth Advisors, HC Financial Advisors, and Brownson, Rehmus & Foxworth. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers customized investment management and comprehensive wealth planning, including accounting, tax and estate planning, family office services, and specialized consulting.

Rodney Wade is a CFP® with 32 years of industry experience, currently serving at Modern Wealth Management, LLC since 2025. He previously led Wade Financial Advisory, Inc. for 27 years, where he also provided tax preparation services for individuals and businesses. Modern Wealth Management offers investment advisory and integrated planning services to a diverse client base, utilizing a centralized portfolio management model and providing specialized services such as ERISA plan management and tax planning through affiliated entities.

Jennifer Riva Kirk is a financial advisor with The Wealth Consulting Group, holding a Series 66 designation and over 20 years of industry experience. She has worked at LPL Financial since 2017 and has been associated with Redwitz Wealth Management Group since 2004. Kirk serves as a nonprofit board member of Caritas Corporation and is involved with Sacred Heart Community Service in San Jose. 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, corporations, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways to support comprehensive client needs.

Justin Kennedy is a financial advisor with Integrity Advisory Solutions and holds a Series 65 designation. He has two years of industry experience and concurrently serves as owner and attorney at Litherland, Kennedy & Associates, APC, an estate planning and elder care law firm. Kennedy is also involved with the Alzheimer's Association Walk to End Alzheimer's as a member of the Silicon Valley Executive Leadership Team. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and businesses through a network of approximately 100 independent advisors. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, employing a range of investment strategies and leveraging third-party platforms to tailor portfolios and manage assets.

Craig Martin is a CFP® and ChFC® with 25 years of industry experience. He is currently with FourStar Wealth Advisors, LLC and also serves as the owner of Family Wealth Consultants, Inc., where he has been involved in private fund management, due diligence, fund administration, and portfolio management since 1998. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs both fundamental and technical analysis and typically manages client portfolios on a discretionary basis, tailored to risk tolerance and time horizon, with a range of investment vehicles including mutual funds, ETFs, individual securities, options, and third-party managers.

Ethan Donahue is a financial advisor at Integrity Advisory Solutions with a Series 66 credential and two years of industry experience. He previously worked at Edward Jones and holds an investment advisor role serving clients of an estate attorney office, Litherland, Kennedy & Associates, where he applies investment advice and asset allocation to client financial needs. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and corporations through a network of independent advisors, offering portfolio management, financial planning, retirement consulting, and sub-advisory services. The firm employs a range of investment approaches and integrates retirement-plan advisory capabilities with affiliated program sponsorship.

Raymond Ortiz is a financial advisor with MissionSquare Retirement in San Jose, CA, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. He has worked at ICMA Retirement Corporation since 2012. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and offered through a multi-team advisory structure supporting more than 40,000 participants.

Michael Kissinger is a financial advisor at Kingsview Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services, combining advisor-led planning with model-based and separately managed strategies, including proprietary ETFs and access to alternative investments.

Curtis Davis is a financial advisor at PFG Advisors with 39 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial, Securities America, and United Planners. Davis is also the president and founder of Davis Financial Management Inc., a marketing entity associated with his advisory practice. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm delivers its investment approach through a network of advisors who utilize firm-developed models and third-party managers, emphasizing top-down macro allocation and routine portfolio monitoring.

Scott Manley is a financial advisor with Mutual Advisors, LLC, holding a Series 66 credential and bringing 26 years of industry experience. He has worked at Mutual Advisors and Mutual Securities since 2018 and previously spent 18 years with Elaine Manley, Inc. and Waddell & Reed, Inc. Outside of advisory work, Manley is involved in authoring and selling financial books through Financial Journey Partners, Inc., which he directs. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm offers a range of services such as asset management and consulting, employing a mix of active and passive strategies tailored through multiple analytical approaches and third-party tools, and is notable for its large-scale institutional work and use of specialized operational features.

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 holds the Series 66 designation and has previously worked at Merrill, UBS Financial Services Inc., and Western International Securities, Inc. Kovack Advisors, Inc. is a multi-team registered investment adviser with roughly 260 advisors and over $6 billion in client assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing both internally created models and third-party managers to construct and manage client portfolios.

Alfred Cheung is a financial advisor at Sand Hill Global Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Karp Capital Management Corporation. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, nonprofit organizations, and various business entities. The firm employs a globally oriented, open-architecture investment approach that combines top-down macro analysis with bottom-up research and manages approximately $3.88 billion in client assets.

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 25 years of industry experience. She holds the CFP®, CFA®, and Series 66 designations. Her prior experience includes roles at Western International Securities, LPL Financial, and Ameriprise. Deguchi also operates a DBA called One Hundred Eight Faces, which involves fixed insurance and financial advisory services. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and governmental clients, employing a risk-tolerance based, model-driven investment approach using both internal models and third-party managers.

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 40 years of industry experience, currently serving at Mutual Advisors, LLC and Mutual Securities, Inc. since 2018. Her prior experience includes roles at eMoney Advisors and Waddell & Reed, Inc., along with operating her own firm, Elaine Manley, Inc., for 20 years. She serves on the Board of Directors of the League of Women Voters Cupertino-Sunnyvale and is also a published book author. Mutual Advisors, LLC provides asset management, financial planning, and consulting services to a diverse client base that includes individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios using a combination of active and passive strategies tailored to each client's objectives and is noted for its extensive institutional work and specialized service offerings.