Brandy Navarro is a CFP®, ChFC®, and holds a Series 66 license with 24 years of industry experience. She has worked at LPL Financial LLC since 2014 and has been with Vantage Wealth Management, LLC since 2010. In addition to her advisory role, she is involved in insurance-related activities including life, disability, and long-term care insurance. Vantage Wealth Management serves individuals, trusts, retirement plans, charities, corporations, and broker-dealers, managing approximately $897 million in client assets through a seven-advisor team. The firm offers personalized financial planning and asset management with a focus on diversified portfolios using mutual funds and ETFs, employing both strategic rebalancing and tactical adjustments.

Charles Mcateer III is a financial advisor at Aria Wealth Management with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services Advisors and Raymond James Financial Services before joining Aria Wealth Management in 2019. Outside of his advisory role, he is a co-owner of Life Changing Nutraceuticals Inc., where he manages the company’s finances and works with legal advisors. Aria Wealth Management serves individual and institutional clients, including high-net-worth families, trusts, pension plans, and charitable organizations. The firm employs an asset allocation approach based on fundamental and technical analysis and incorporates Modern Portfolio Theory, managing discretionary accounts and often utilizing third-party managers and sub-advisors.

Nicole Glazer is a financial advisor at Sage Rhino Capital LLC with nine years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2014 to 2017. 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, utilizing a range of securities and strategies including options-related approaches and alternative investments.

Caroline Gorham is a CFP® at Neumann Capital Management with three years of industry experience. She has been with Neumann Capital Management since 2016. Neumann Capital Management is a fee-only wealth management firm managing approximately $630 million for around 191 clients, including individuals, high-net-worth individuals, trusts, and charitable organizations. The firm offers comprehensive and essential wealth management programs, employing strategic asset allocation, proprietary screening, and Monte Carlo simulations in its investment process.

Roger Gainer is a ChFC® credentialed financial advisor with 18 years of industry experience. He is affiliated with Heckman Financial & Insurance Services, Inc., where he has worked since 2011, and also serves as president of Gainer Financial & Insurance Services, an insurance agency specializing in life insurance and annuities. In addition to his advisory work, he is involved in software sales through a separate business. Heckman Financial & Insurance Services provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans. The firm combines advisory services with insurance production, tax-preparation services, and estate-planning software sales, and offers educational seminars and workshops for clients and the public.

Matthew Shibata is a CFA® charterholder with 17 years of industry experience. He has been with Morling Financial Advisors, LLC since 2009. The firm serves individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations, offering discretionary investment management, financial planning, and pension/retirement plan consulting. Morling Financial Advisors typically implements portfolios using index-based strategies, mutual funds, ETFs, equities, fixed income, and alternative vehicles, while maintaining client relationships and monitoring through a team of 15 advisors.

Patrick Phillips is a CFP® professional with 12 years of industry experience. He has been with Wealth Architects, LLC since 2011, including two years during 2016 to 2018 in a previous capacity. 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 employs a modern portfolio theory-based investment process with tailored strategic asset allocation and provides comprehensive wealth management and planning, coordinating non-investment services through a Board of Advisors of third-party professionals.

Elizabeth Luna is a financial advisor with Aria Wealth Management and holds a Series 65 designation. She has 19 years of industry experience, including roles at Sowell Financial Services, Omni Global Group, and Concert Wealth Management. In addition to her advisory work, she serves as a board member of Grail Family Services, a nonprofit organization focused on services for children. She is also a part owner of Myriad Financial, Inc., and a California licensed notary public officer. ARIA Wealth Management serves individual and institutional clients, including high-net-worth families, trusts, corporations, pension plans, and charitable organizations. The firm employs an asset allocation approach based on fundamental and technical analysis and Modern Portfolio Theory, managing discretionary accounts and engaging third-party managers and sub-advisors across multiple office locations.

Benjamin Feiner is a financial advisor at Morling Financial Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Summitry, LLC and First Republic PWM. Morling Financial Advisors is an independent registered investment adviser serving individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm offers discretionary investment management and financial planning, typically implementing portfolios through index-based strategies, mutual funds, ETFs, listed equities, fixed income, and alternative investments.

Harpal Sangha is a Series 65 licensed advisor at Heckman Financial & Insurance Services, Inc. with prior experience at Cantab Asset Management Ltd. and a background that includes roles outside the financial industry. He is based in San Jose, CA. Heckman Financial & Insurance Services, Inc. advises individuals, trusts, estates, charitable organizations, and businesses, offering discretionary asset management, financial planning, and ERISA retirement-plan advisory services. The firm combines portfolio management with insurance brokerage and tax-preparation services and conducts educational seminars and workshops for the public.

Christopher Missirlian is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Wealth Architects, LLC since 2023 and previously spent seven years at Parkworth Wealth Management, Inc. Wealth Architects serves individuals, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations, offering comprehensive wealth management alongside wealth planning and consulting. The firm’s investment process is based on modern portfolio theory and includes tailored portfolio management with documented client testimonials and a formal Board of Advisors coordination service.

Carissa Yen is a Series 65 licensed financial advisor with three years of industry experience. She currently works at Brickley Wealth Management and previously held roles at Summitry LLC and Clarity Wealth Advisors LLC. Brickley Wealth Management serves individuals, trusts, pension and profit sharing plans, and business entities by providing portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm employs a long-term, diversified investment approach that combines modern portfolio theory with active and passive funds, ESG screening, and manager due diligence.

Tierney Bosset is a CFP® and holds a Series 65 license with three years of industry experience. She has been with Saratoga Research & Investment Management since 2019, following a brief tenure at Mutual Advisors, LLC. Saratoga Research & Investment Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as various institutional clients such as pension plans, endowments, and registered investment companies. The firm employs a long-only approach focused on large-cap equities, using a structured process that combines quantitative screening with qualitative analysis and dual valuation techniques.

Charles Tran is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with Wealth Architects, LLC and previously worked at Allworth Financial and Silicon Valley Wealth Advisors. Wealth Architects serves individual investors, high-net-worth clients, trusts and estates, retirement and pension plans, and charitable organizations, providing comprehensive wealth management and planning. The firm’s investment approach is based on modern portfolio theory and tailored strategic asset allocation, with discretionary portfolio management primarily using mutual funds, ETFs, and individual debt securities.

Mathew Spencer is a financial advisor at Saratoga Research & Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JMP Securities LLC for five years before joining Saratoga Research & Investment Management in 2019. Saratoga Research & Investment Management provides discretionary portfolio management primarily through separately managed accounts to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, endowments, and charitable organizations. The firm employs a long-only, concentrated large-cap equity strategy using a four-step process that combines quantitative screening, qualitative analysis, and dual valuation techniques.

Erik Davis is a CFP® professional with 33 years of industry experience. He has been with Navigation Group LLC since 2000 and is also associated with LPL Financial, LLC since 1998. Based in Redwood City, CA, he holds a Series 63 license. Navigation Group provides discretionary investment management and comprehensive wealth planning primarily for individual and high-net-worth households, along with pension plans and business entities. The firm’s investment approach emphasizes strategic asset allocation with a mix of passive index funds and actively managed mutual funds or ETFs, coordinated with tax and estate planning considerations.

Stephen Brickley is a financial advisor with Brickley Wealth Management in San Mateo, CA, holding a Series 66 designation and 26 years of industry experience. He previously worked at LPL Financial from 1999 to 2017 and has been associated with Brickley & Company CPA since 1985. He serves as an appointed member of the Audit and Finance Committee for the Town of Atherton, CA. Brickley Wealth Management offers comprehensive portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pension and profit-sharing plans, and business entities. The firm combines modern portfolio theory with active and passive investment strategies, ESG screening, and manager due diligence, overseeing over $824 million in discretionary assets.

John Parker is a financial advisor at Parker Investment Management, LLC in Atherton, CA, holding a Series 65 designation with 15 years of industry experience. He is part of a two-advisor team at the firm. Parker Investment Management serves individual investors, retirement plans, charitable organizations, and corporations, providing discretionary portfolio management and financial planning services. The firm employs a tactical asset allocation strategy using low-cost mutual funds and ETFs, supplemented by proprietary analysis and option overlays for qualified clients, and offers both performance-based and traditional asset-based billing options.

Nathan Walsh is a financial advisor at Occidental Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Occidental Asset Management and Acc Investment Management since 2013. Occidental Asset Management provides wealth management, financial planning, and portfolio management services primarily for high-net-worth individuals and institutional clients. The firm employs a mix of analytical methods and offers both discretionary and non-discretionary services, managing approximately $1.07 billion across nearly 900 separately managed accounts.

Brendon Kempin is a financial advisor at Cynosure Portfolio Advisors LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at IEQ Capital, LLC and First Republic Securities Company, LLC. Cynosure Portfolio Advisors serves individual advisory clients, focusing on retail and non–high-net-worth individuals connected to clients of its affiliate, The Cynosure Group, LLC. The firm offers customized portfolio advisory and integrated financial planning, using a strategic asset allocation framework and a range of investment vehicles, with ongoing monitoring and periodic rebalancing.