Gary De Mera is a financial advisor with RB Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at APW Capital, Inc. and Fsc Securities Corp. Outside of his advisory work, he serves as Co-Trustee managing the Desmond Family Trust and owns Bay Valley Properties, a real estate referral and management business. RB Capital Management, LLC serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management with an emphasis on hedged strategies and managed fixed-income portfolios, integrating personalized financial planning and active portfolio monitoring.

Bugra Bakan is a CFP® with 18 years of industry experience, currently serving at Occidental Asset Management, LLC since 2020. His prior experience includes roles at Shield Wealth Management, TD Ameritrade Investment Management, TD Ameritrade, Inc., and RBC Capital Markets. Occidental Asset Management advises high-net-worth individuals and institutional clients through separately managed accounts, providing wealth management, portfolio management, and comprehensive financial planning. The firm employs a range of analysis and trading tools and operates with a 12-advisor team across six offices.

Denise Farkas is a financial advisor at Sage Rhino Capital LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sage Rhino since 2017, following five years at Merrill. Sage Rhino Capital LLC provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $787 million in client assets and employs a range of strategies including fundamental and quantitative analysis, with the use of derivatives and options-related strategies in separately managed accounts.

Kimberly Helm is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Quantum Financial Advisors, LLC since 2022 and previously was with Abacus Wealth Partners from 2018 to 2022. Outside of advisory work, she serves as a teaching assistant at the University of Pennsylvania, managing student assignments and providing academic support. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with portfolio management, financial planning, and retirement plan consulting. The firm uses a rules-based, asset-class investment process favoring mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable strategies with access to institutional-class funds and complex instruments for sophisticated clients.

Carlo Panaccione is a financial advisor with Navigation Group LLC in Redwood City, CA, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Navigation Group since 1999 and affiliated with LPL Financial, LLC since 1998. He has also engaged in paid speaking on practice management and tools in the past. Navigation Group provides wealth planning, investment management, consulting, and advisory referral services to individuals, including high-net-worth clients, pension and profit-sharing plans, investment companies, and business entities. The firm employs a strategic asset allocation approach combining passive and actively managed funds, integrates investment management with coordinated wealth planning, and manages over $1 billion in client assets.

Brandon Kurz is a CFP®-certified financial advisor at DiversiFi Capital Inc with 12 years of industry experience. He has worked at several firms including Mercer Advisors and Aldrich Wealth LP before joining DiversiFi Capital, where he has been since 2018. Kurz also receives compensation for assisting clients with life insurance enrollment and real estate purchase guidance during financial planning meetings. DiversiFi Capital provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $671 million in assets. The firm employs a disciplined investment process incorporating fundamental, technical, and quantitative analysis, with a focus on social-impact investing and private fund sponsorship in frontier technology sectors.

Maika Heck is a financial advisor at Vantage Wealth Management, LLC in San Mateo, CA, holding a Series 65 credential with one year of industry experience. Prior to joining Vantage Wealth Management, she was employed at David Alan Hospitality Group and was a student for nine years. Vantage Wealth Management is a multi-advisor team that provides financial planning and portfolio management to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and small businesses. The firm focuses on customized asset allocation using mutual funds and ETFs, offering both discretionary and non-discretionary management alongside financial planning services.

Parvin Manuchehri is a CFP® professional with 25 years of experience in financial advising. She has been with Clarity Wealth Advisors since 2011, working at the San Jose, CA–based firm that operates as a two-advisor team. Clarity Wealth Advisors serves individual clients, including high-net-worth individuals, as well as retirement plans, trusts, and other entities. The firm provides discretionary portfolio management, financial planning, and consulting services, often implementing strategies through proprietary or third-party model portfolios with ongoing monitoring and rebalancing.

Martin Miller is a financial advisor at MA Private Wealth, LLC with 34 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2018. Outside of advising, he serves as CEO of Fly Big Blue, LLC, an aviation holding company. MA Private Wealth, LLC manages approximately $584 million for about 350 clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, and select entities. The firm employs a tailored, holistic investment approach focused on fundamental analysis and long-term strategies.

Ronald Guay is a CFP® and holds a Series 65 license with nine years of industry experience. He currently works at Falcon Wealth Planning, LLC and has previously been employed at Prosperity Capital Advisors, Garrett Investment Advisors, Parsonex Advisory Services, Synchrony Financial, and GE Capital. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm offers portfolio management, comprehensive financial planning, and a Family Office service for clients with over $5 million in assets, utilizing both fundamental and technical analysis alongside modern portfolio theory.

Scott Allison is a financial advisor with Kera Capital Partners in San Jose, CA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and a creative enterprise, Scott Allison Films. Kera Capital Partners serves individual and high-net-worth clients as well as institutional clients, managing assets across a multi-advisor platform with over $1.3 billion in assets under management. The firm combines fundamental and quantitative analysis to build tailored portfolios using various asset classes and provides discretionary and non-discretionary portfolio management alongside targeted consulting.

Alison Cornwell is a financial advisor at Silicon Valley Capital Partners, L.P. in San Jose, CA, holding Series 63 and Series 65 licenses with six years of industry experience. She has worked at Silicon Valley Capital Partners since 2022 and spent ten years at Rebalance prior to that. Silicon Valley Capital Partners provides discretionary investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm manages approximately $1.08 billion in assets and combines a top-down macroeconomic framework with bottom-up valuation and proprietary momentum indicators in its investment process.

Evan Nelson is a CFP® professional with nine years of industry experience. He has been with Nelson Capital Management, LLC since 2014. Nelson Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other investment advisers. The firm offers comprehensive portfolio management, written financial planning, and retirement plan asset-management services using a fundamental analysis-based investment process that includes ETFs, mutual funds, individual stocks and bonds with both long- and short-term strategies.

Scott Jacobs is a financial advisor at Werba Rubin Papier Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at EP Wealth Advisors, DeYoe Wealth Management, Benjamin Madison Wealth Advisors, and Cetera Advisors. Werba Rubin Papier Wealth Management offers discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm follows a Modern Portfolio Theory-based, risk-focused investment approach and manages approximately $1.13 billion in assets across a team of seven advisors.

Iris Nguyen is a financial advisor at Wealth Architects, LLC with 13 years of industry experience. She holds a Series 65 designation and has been with Wealth Architects since 2011. The firm serves individuals, trusts, estates, retirement plans, pension and profit-sharing plans, and charitable organizations, providing comprehensive wealth management, planning, and consulting services. Wealth Architects employs a modern portfolio theory-based investment process and offers tailored portfolio management alongside planning services, including tax planning.

Steven Hoffman is a financial advisor with IP Financial Advisory Services LLC in Sunnyvale, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. In addition to his advisory role since 2020, he has been a financial education instructor at Sunnyvale-Cupertino Adult School and a college planning consultant at Hife College Planning since 2013. Hoffman is also CEO of Backproject Corporation, a medical device manufacturer. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using various analytical approaches and also refers clients to third-party investment advisors while providing a range of consulting and insurance-related services.

Archana Turaga is a financial advisor at Summitry, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Aspiriant LLC, Yellow Brick Road Financial Advisors LLC, and Carlton Pace Wealth Management. Summitry serves individuals and high-net-worth clients, as well as trusts, pension and profit-sharing plans, and investment companies. The firm uses a research-driven, bottom-up investment approach combining internally managed core strategies with independent managers and alternative approaches, while also advising a registered mutual fund.

Glenn Davis is a CFA® charterholder with 30 years of industry experience, currently serving at Bailard, Inc. since 1991. He previously worked at Bailard Fund Services, Inc. from 1991 to 2018. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm employs an active multi-asset approach combining quantitative models, fundamental research, and qualitative judgment, with offerings in sustainable and impact investing, and serves as both a sub-adviser and a manager of affiliated pooled vehicles.

Judy Han is a financial advisor at SVB Wealth with 18 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at several affiliated entities including Silicon Valley Bank and First Citizens Investor Services. Han currently serves as Managing Director – Client Service, providing wealth management advice to private bank and wealth clients. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services with investment advice delivered primarily through its investment adviser representatives who utilize a disciplined due diligence process and oversight.

Michael Faust is a CFA® charterholder with 24 years of industry experience. He has been with Bailard, Inc. since 2008, including five years in his current role. His career spans positions within Bailard Fund Services, Inc. outside of their asset management platform. Bailard provides wealth and asset management services to both individual and institutional clients, employing an active, multi-asset approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base that includes high-net-worth individuals, endowments, foundations, and pension plans, and offers sustainable and impact investing options upon request.