Loay Naser is a financial advisor at Diversify Advisory Services, LLC with 34 years of industry experience. He holds a Series 63 designation and has previously worked at DFPG Investments, Inc. Naser serves on the board of directors for Coro Global and owns several non-investment businesses, including a hospitality group and a snack production company. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm utilizes a tactical diversification approach and offers a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Gregory Babcock is a financial advisor at Gibbs Wealth Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at firms including Virtue Capital Management, LLC and Horter Investment Management, LLC. He is also the owner of Integrity Wealth Management & Insurance Services, LLC, which sells insurance and annuity products. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing advisor-directed model management and sub-advisory arrangements through platforms such as Orion Portfolio Solutions and TownSquare Capital. The firm emphasizes risk management, tax-efficient strategies, and guaranteed-income solutions.

Drew Kunde is a financial advisor at Sand Hill Global Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Sand Hill Global Advisors since 2021. Prior to that, he was with One Capital Management, LLC and Hawk Ridge Systems. 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 employs an open-architecture, globally oriented investment approach that emphasizes asset allocation, combining top-down macro analysis with bottom-up research across active and passive vehicles.

Flavio Pando Jr. is a financial advisor at Mutual Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Mutual Securities, Inc., Elaine Manley, Inc., and Waddell & Reed, Inc. Outside of advising, he is an independent insurance agent and a licensed real estate sales representative. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, employing a range of investment strategies and offering services such as asset management, financial consulting, and ERISA plan advisory.

Korinne Sugasawara is a financial advisor at Core Planning with a Series 65 designation and one year of industry experience. Prior to joining Core Planning, she held roles at Guiding Wealth Management, East Rock Financial, and NextGen. Her background also includes several years of public service in various capacities within the California State Assembly and Senate. Core Planning provides fee-based financial planning and wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, tailored financial planning, and advisory support for qualified retirement plans, using a customized investment approach that incorporates fundamental analysis and a combination of in-house advice, third-party managers, and model portfolios.

Maxwell Keltner is a financial advisor at Diversify Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at DFPG Investments, Inc. since 2015. Outside of his advisory role, he serves as CFO and Secretary for J Three Enterprises, a professional services and payroll company, and acts as trustee, executor, and power of attorney for family members. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification approach using a range of investment strategies and platforms, offering portfolio management, financial consulting, and multi-family office support.

Hyongsuk Pau is a financial advisor with The Wealth Consulting Group, holding a Series 63 designation and having 36 years of industry experience. His career includes over two decades at LPL Financial, LLC, alongside his current role at The Wealth Consulting Group since 2016. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, including high-net-worth individuals, corporate clients, retirement plans, and trusts. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, utilizing both active and passive approaches, and offers services that integrate legal and implementation support alongside multi-platform advisory solutions.

Madison Donovan is a financial advisor at Mutual Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has prior work experience including roles at Marine Coast Financial and Stagg Fiduciary Services, LLC. Outside of her advisory work, she is involved with Elite Tutoring and Flower Flour. Mutual Advisors provides investment management, financial planning, and ERISA plan advisory services to a diverse client base ranging from individuals and trusts to sovereign wealth funds and institutional investors. The firm combines institutional capabilities with operational flexibility by offering tailored portfolios using a mix of active and passive strategies and leveraging third-party tools and managers.

Jason Connolly is a CFP® professional with 22 years of industry experience, currently serving at Diversify Advisory Services, LLC since 2023. He has also been affiliated with DFPG Investments, Inc. since 2015. Outside of his advisory roles, Connolly is involved in managing a payroll services corporation and sells fixed insurance products. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a combination of internal models and third-party solutions across multiple platforms.

Elizabeth Cody is a CFP® with 28 years of industry experience and has been with Sand Hill Global Advisors, LLC since 2016. She holds the Series 63 designation and is based in Palo Alto, CA. Sand Hill Global Advisors provides discretionary investment management, wealth management, and comprehensive financial planning to high-net-worth individuals, families, trusts, nonprofits, and business entities. The firm emphasizes long-term fundamental research and strategic asset allocation, offering customized portfolios through a combination of active and passive investments managed under written investment policy statements.

Saravanaraj Sathyaseelan is a financial advisor at Legacy Wealth Management, LLC with a Series 66 designation and one year of industry experience. He is also the director of BloomSports, a youth basketball league, and serves as an advisor at ArightCo, providing accounting and financial advisory services. Additionally, he is the CEO of LINK Silicon Valley, a firm engaged in M&A, business brokering, and commercial and residential real estate transactions. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning through a team of 35 advisors, focusing on tailored investment strategies and continuous account monitoring.

Colin Mansfield is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He has been with DFPG Investments, Inc. since 2015. Outside of his advisory role, he is involved in fixed insurance sales, including fixed annuities and SPIAs. 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 strategies such as ETFs, mutual funds, alternatives, and options-based strategies.

Anthony Craun is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has been with Sand Hill Global Advisors, LLC since 2005. The firm 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. Sand Hill Global Advisors employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines top-down macro analysis with bottom-up research.

Caroline Curts is a CFP® professional with 16 years of industry experience, currently serving at Sand Hill Global Advisors, LLC since 2012. She holds the Series 66 designation and is based in Palo Alto, CA. Sand Hill Global Advisors provides investment and wealth management, as well as financial planning services to high-net-worth individuals, families, trusts, nonprofit organizations, and various business entities. The firm employs an open-architecture, globally oriented investment approach focused on asset allocation and combines macro analysis with bottom-up research across a range of active and passive investment vehicles.

Eric Solve is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Modern Wealth Management, LLC since 2025 and previously spent 13 years at Wade Financial Advisory, Inc. Modern Wealth Management, LLC provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, broker-dealers, and corporations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers services ranging from discretionary investment management to tax and estate planning through affiliated entities.

Howard Sussman is a CFP® professional with 24 years of industry experience. He has worked at Cerity Partners LLC since 2020 and previously spent 14 years at Sullivan & Serwitz. Based in Los Altos, CA, he holds Series 63 and Series 65 licenses. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including high-net-worth individuals, families, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, combining proprietary quantitative screens with third-party managers and individual securities as appropriate.

Celine Chen is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. Citigroup Global Markets is notable for its large institutional scale, multi-asset strategies, and unique market roles including swap dealer and futures commission merchant activities.

Nasser Ahmad is a CERTIFIED FINANCIAL PLANNER™ professional with 17 years of industry experience. He is currently with OSAIC Advisory Services, LLC and previously worked at Arbor Point Advisors, Securities America Advisors, and LPL Financial. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm provides a broad range of financial services through multiple program models, utilizing both proprietary and third-party platforms for portfolio management.

Chuling Hsiao is a financial advisor with Eagle Strategies (NY Life) based in Cupertino, CA, holding Series 63 and Series 65 credentials and with 28 years of industry experience. She has been affiliated with Eagle Strategies since 2004 and operates OpenWin Financial & Insurance Services, LLC. Hsiao serves on the board of The Alliance Cultural Foundation International, which focuses on improving health and wellness through education and innovation in medicine, arts, and sciences. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides various advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Derek Pesta is a CFP® with 11 years of industry experience, currently serving as an advisor at CWM, LLC and leading Pesta & Pesta Wealth Management. He has managed Pesta & Pesta Wealth Management since 2016 and also operated Pesta & Pesta Tax Preparation from 2015 to 2023. Outside of his advisory work, he is a member of the Cupertino Rotary, participating in meetings and volunteer projects. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.