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.

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.