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. in San Jose, CA, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with M Holdings since 2015 and also operates Wellspring Consulting as well as his own CPA practice, Howard Cheng, CPA, which he has maintained since 1994. Outside of advisory work, he is involved in tax and accounting services through his CPA firm. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide through a network of independent advisors. The firm offers discretionary and non-discretionary investment management, financial planning, retirement consulting, and insurance advisory services, operating multiple platforms and providing sub-advisory services including specialized insurance products.

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.

Ryan Ficks is a financial advisor at SVB Wealth LLC with 15 years of industry experience. He holds the Series 66, Series 65, and Series 63 designations. His career includes roles at SVB Wealth Advisory, Silicon Valley Bank, and First Citizens Investor Services. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients with wealth management, financial planning, and portfolio management services. The firm uses a due diligence process to select third-party managers and offers both discretionary and non-discretionary account management.

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.

Jeffrey Manuel is a financial advisor at SVB Wealth with 9 years of industry experience. He holds Series 66 and Series 65 designations and has worked at SVB Wealth Advisory and Silicon Valley Bank. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients. The firm employs a due diligence process to select and monitor third-party managers and operates as a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Company, integrating a range of affiliated financial services.

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.

Ann Duong Huynh is a financial advisor with SVB Wealth, holding a Series 66 designation and six years of industry experience. She has worked at multiple SVB-related entities since 2019 and was previously employed at Silicon Valley Bank from 2011 to 2023. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a due diligence process to select and monitor third-party managers and delivers investment advice primarily through its investment adviser representatives.

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.

Joseph Salman Tehrani is a financial advisor at SVB Wealth with three years of industry experience. He holds the Series 65 designation and has worked at Silicon Valley Bank since 2014. SVB Wealth serves a diverse client base, including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, utilizing a range of investment strategies and a formal due-diligence process for manager selection.

Linda Tjiputra is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2018. Her prior roles include positions at Scott Manley, Elaine Manley Inc., and Waddell & Reed, Inc. She also operates as an independent insurance agent, advising clients on insurance solutions. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors, providing asset management, financial consulting, ERISA plan advisory, and related services to individuals, institutional investors, trusts, and retirement plans. The firm employs a range of investment strategies and serves a diverse client base, including sovereign wealth funds.

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.

Brenda Vingiello is a CFA® charterholder with 4 years of industry experience, currently serving at Sand Hill Global Advisors, LLC since 2011. She is based in Palo Alto, CA. Sand Hill Global Advisors provides investment management, wealth management, and financial planning services to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and other business entities. The firm follows an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines top-down macro analysis with bottom-up research.

Leonida Kourtoglou is a financial advisor at Northern Trust Securities, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones and E*TRADE Capital Management. Outside of his advisory role, he has passive ownership in a rental property in Idaho Falls. Northern Trust Securities, Inc. provides discretionary portfolio management services primarily to high-net-worth individuals and institutional clients through model-driven investment programs that incorporate both proprietary and third-party products.

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.