Brian Nguyen is a Certified Financial Planner® with 18 years of industry experience. He is currently with Twin Peaks Wealth Advisors and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, Fremont Bank, and Investor Fan. Twin Peaks Wealth Advisors is a multi-advisor team managing approximately $585 million for individuals, families, trusts, retirement plans, and other entities. The firm focuses on strategic asset allocation using ETFs and institutional mutual funds, complemented by tactical overlays and specialized strategies delivered mainly through discretionary separately managed accounts.

Diana Louie is a financial advisor at Nectarine with Series 65 and Series 63 credentials. She has one year of experience in the industry, having previously worked at Google for ten years. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through a team of advisor representatives. The firm emphasizes long-term asset allocation using low-cost, index-based mutual funds and ETFs and offers services through one-hour consultations, multi-week plans, and ongoing engagements without managing client investments or monitoring accounts post-advice.

Tyler Scott is a CFP® and CFA® with 16 years of experience in financial advising. He has been with Wealth Architects, LLC since 2012. Wealth Architects serves individual investors, including high-net-worth clients, as well as trusts, estates, retirement plans, pension and profit-sharing plans, and charitable organizations. The firm provides comprehensive wealth management and planning using a tailored strategic asset allocation approach grounded in modern portfolio theory.

Helena Sandoval is a financial advisor at Kera Capital Partners with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for ten years and Edward Jones Investments for 22 years. Outside of her advisory role, she is a Notary Public for the state of California. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing assets on a multi-advisor platform with over $1.3 billion in assets under management. The firm combines fundamental and quantitative analysis to create tailored portfolios using a range of investment vehicles, including equities, fixed income, ETFs, options, and mutual funds.

Alan Werba is a CFP® with 48 years of industry experience and is a principal at Werba Rubin Papier Wealth Management, LLC. He has held leadership roles at Werba Reinhard, Inc. and Werba Advisory Services, Inc. for over two decades and has been affiliated with Loring Ward Securities, Inc. since 1999. Werba serves as president of Werba Advisory Services, Inc., which provides tax preparation and consultation services. Werba Rubin Papier Wealth Management offers discretionary and non-discretionary investment management, financial planning, pension consulting, and retirement-plan advice primarily to individuals, high-net-worth clients, charitable organizations, and pension or profit-sharing plans. The firm employs a long-term, risk-targeting investment approach based on Modern Portfolio Theory and utilizes diversified portfolios including mutual funds, ETFs, and individual securities.

Charles Davis is a financial advisor at Kane Investment Management, Inc. in Los Gatos, CA, holding a Series 65 designation with 26 years of industry experience. He has been with The Kane Group since 1998. Kane Investment Management, Inc. provides investment account management and advisory services to individuals, high-net-worth clients, 401(k) plans, trusts, and estates, using a combination of charting, fundamental, and technical analysis to construct portfolios tailored to client objectives. The firm manages a range of securities and offers discretionary account management with performance reviews and financial planning available.

Jared La Blue is a financial advisor with Diversifi Capital Inc in Los Altos, CA, holding a Series 65 designation and six years of industry experience. He has worked at Compass Capital Management Group, Diversifi Capital LLC, theTaxGuySF, and Dragon Financial Group. DiversiFi Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as managing pooled investment vehicles. The firm uses a combination of fundamental, technical, charting, and quantitative analysis within a structured investment process and manages multiple private funds and SPVs focused on frontier technology investments.

Brian Ferrin is a financial advisor with MA Private Wealth, LLC in San Carlos, CA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with MA Private Wealth since 2018 and previously retired from 2003 to 2018. 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, employing a tailored, long-term investment approach based on detailed client profiling and fundamental analysis.

Mallory Davis is a CFP® professional with three years of industry experience, currently serving at MA Private Wealth, LLC since 2021. Prior to this, she worked at Silicon Valley Community Foundation and Albion Financial Group. MA Private Wealth is a five-advisor team managing approximately $686 million for individuals, families, trusts, estates, private foundations, and qualified retirement plans. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and retirement-plan advisory services, with an investment approach focused on fundamental analysis and portfolio customization based on clients’ risk tolerance, liquidity needs, and tax considerations.

Lawrence Pizzella is a financial advisor at Aria Wealth Management with 10 years of industry experience. He holds a Series 65 designation and has worked at Aria Wealth Management since 2017. Pizzella also serves as a Portfolio Administrator and consultant at Legacy Wealth Advisors and as a Trading Specialist at the Institute for Wealth Management. Aria Wealth Management serves individual and institutional clients, including high-net-worth families, trusts, corporations, and pension plans. The firm uses an asset allocation framework informed by fundamental and technical analysis and manages discretionary accounts with access to institutional custodial services.

David Fernelius is a CFP® professional with 36 years of experience in the financial industry. He has been with Vantage Wealth Management, LLC since 2010 and also worked at LPL Financial LLC since 2014. Fernelius serves as trustee of The Fernelius 1998 Living Trust, a fiduciary role he dedicates part of his time to. Vantage Wealth Management serves individuals, trusts, retirement plans, charities, corporations, and broker-dealers, managing approximately $897 million in client assets through a team of seven advisors. The firm offers personalized financial planning and asset management, focusing on customized portfolios with diversified asset allocation using mutual funds and ETFs.

Jonathan Riley is a financial advisor with Riley Friedman Asset Management in Los Altos, CA, holding 15 years of industry experience. He has been with Riley Friedman Asset Management since 2011, working as one of two managing members. Riley Friedman Asset Management provides ongoing portfolio management and basic financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a fundamental, long-term, value-oriented investment approach focused on capital preservation, transparency, liquidity, and diversification.

Arti Srivastava is a financial advisor at Unique Wealth Strategies with a Series 66 designation and four years of industry experience. Prior to joining Unique Wealth Strategies, Arti worked at J.P. Morgan Securities and JP Morgan Chase Bank N.A. from 2019 to 2023, and held roles at Bank of America and Allstate agencies earlier in their career. Unique Wealth Strategies serves individuals, small businesses, trusts, estates, and charitable clients with asset management, financial planning, and retirement plan services. The firm’s investment approach combines fundamental, technical, quantitative, and modern portfolio theory strategies and includes the use of derivatives and leverage within managed portfolios and its proprietary wrap-fee program.

Jack Mc Hargue is a financial advisor at Morling Financial Advisors, LLC with a Series 65 designation and one year of industry experience. He has held positions at RW Investment Management, Will Ellsworth Financial Advising, and Northwestern Mutual. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and pension consulting services. The firm constructs client-specific portfolios that combine index-based equity and fixed-income strategies with alternatives such as private equity and private debt, and offers ESG integration upon request.

Quynh Ho is a financial advisor at Werba Rubin Papier Wealth Management, LLC with seven years of industry experience. Ho holds a Series 65 designation and has been involved with Cereus Investment Inc. and Cereus Corporation since 2010, serving as CEO and CFO respectively in non-securities related businesses including real estate brokerage, bookkeeping, tax preparation, and construction. Werba Rubin Papier Wealth Management serves individuals, high-net-worth clients, charitable organizations, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, and pension consulting. The firm employs a risk-based, long-term investment approach grounded in Modern Portfolio Theory and manages approximately $1.13 billion in assets across a team of seven advisors.

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.

John Lococo is a financial advisor with American Investors Company in San Jose, CA, holding a Series 66 designation and 16 years of industry experience. He has been with American Investors Company since 2010 and also serves as a full-time independent insurance agent through his sole proprietorship, First Street Wealth Advisors. American Investors Company provides investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary asset management, financial planning, and 401(k) investment services, operating with a combined broker-dealer and SEC-registered adviser structure.

Ekaterina Atanassov is a CFP® and CFA® credentialed advisor with eight years at Neumann Capital Management and four years at Atan Consulting, totaling 12 years of industry experience. She is part of a three-advisor team based in Foster City, CA. Neumann Capital Management is a fee-only wealth management firm serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, emphasizing strategic asset allocation, proprietary screening, disciplined rebalancing, and tax-efficient model strategies primarily using ETFs.

Kai Chen is a CFA® charterholder with 23 years of industry experience. He is a principal and managing member at Oceaniq Capital, LLC, where he has worked for 13 years. His prior experience includes roles at Credit Suisse Securities and FNEX Capital. Oceaniq Capital serves high-net-worth individuals, family offices, trusts, corporations, and retirement plan sponsors by providing portfolio management, financial planning, and family office services. The firm employs a customized, discretionary investment approach using fundamental, quantitative, and qualitative analysis across public securities, options, and private investments.

Michael King is a financial advisor at Morling Financial Advisors, LLC in Fremont, CA, holding a Series 65 designation with four years of industry experience. His prior roles include positions at SitusAMC and Alan King and Company. Morling Financial Advisors serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and nonprofit organizations with discretionary investment management, financial planning, and pension consulting services. The firm employs a client-specific strategic asset allocation combining index-based public equity and fixed income, mutual funds, ETFs, and alternative investments, with ESG integration available upon request.