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.

Jennifer Cray is a CFP® professional with 21 years of industry experience. She has worked at Forum Financial Management, LP since 2023 and previously spent 17 years at Investor's Capital Management, LLC. Outside of her advisory role, she is a member of F.A.M. LLC, providing management services under a service agreement with Forum Financial Management. Forum Financial Management, LP offers fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, implementing portfolios primarily with DFA institutional mutual funds and ETFs based on Modern Portfolio Theory.

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.

Ryan Wong is a financial advisor at Brighton Jones LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Andrieni Appraisal Services and Profit Recovery Partners, as well as experience in financial groups and academia. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, pooled vehicles, charitable organizations, business entities, and trusts. The firm offers comprehensive wealth services including personal CFO programs, family office services, and discretionary investment management, using a holistic, balance-sheet approach with both discretionary and non-discretionary management.

Brendon Yi is a financial advisor at Sand Hill Global Advisors, LLC with one year of industry experience. He holds a Series 66 designation. Prior to joining Sand Hill Global Advisors, he worked at Fidelity Investments for two years and has held various roles in other industries including automotive and education. Sand Hill Global Advisors provides discretionary investment management, wealth management, and comprehensive financial planning to high-net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, and business entities. The firm’s investment approach combines long-term fundamental research with strategic asset allocation, using an open-architecture mix of active and passive vehicles, separately managed accounts, private investments, and options or margin when appropriate.

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.

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.