Peter Ta is a financial advisor at TTP Investments, Inc. based in San Jose, CA. He holds a Series 65 designation and has two years of industry experience. His prior work history includes roles at Target, San Jose State University, Smart & Final, Taco Bell, and De Anza Community College. TTP Investments provides discretionary asset management, financial planning, and tax-related advice to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm customizes investment programs to client objectives and uses both fundamental and technical analysis, with a Growth strategy that incorporates sector momentum and derivatives within separately managed accounts.

Nadine Terman is a financial advisor at Solstein Capital, LLC with 14 years of industry experience. She holds a Series 65 designation and has been with Solstein Capital since 2010. In addition to her advisory role, she serves as a member of Solstein GP, LLC, which manages the affairs of Solstein Capital Partners, L.P. Solstein Capital provides discretionary investment management to high-net-worth individuals, family offices, and institutional investors through private funds and separately managed accounts. The firm employs a value-based, concentrated investment approach focused on fundamental analysis and capital preservation.

Aaron Rubin is a CFP® and Series 66-licensed financial advisor with 17 years of industry experience. He has been with Werba & Davis Advisory Services since 2008 and currently practices at Werba Rubin Papier Wealth Management, LLC in San Jose, CA. Outside of advisory services, he provides tax accounting services, including tax return preparation and consulting. 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 applies a risk-based investment approach grounded in Modern Portfolio Theory and manages approximately $1.13 billion in assets across a team of seven advisors.

Mary Russell is an advisor at Werba Rubin Papier Wealth Management, LLC with seven years of industry experience. She is also the owner and president of Stock Option Counsel, P.C., a legal practice specializing in counseling individual employees of technology startups on equity compensation matters. Russell has worked at Werba Rubin Papier Wealth Management since 2019 and at Sage Rhino Capital, LLC since 2020. Werba Rubin Papier Wealth Management provides investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, and pension or profit-sharing plans. The firm employs a risk-based, long-term investment approach grounded in Modern Portfolio Theory and offers diversified portfolios using mutual funds, ETFs, stocks, and bonds tailored to client goals.

Nicolas Vieville is a Series 65-licensed advisor at Morling Financial Advisors, LLC with one year of industry experience. Prior to joining Morling Financial Advisors in 2024, he held various roles including positions at Performant Manufacturing and General Mills. Morling Financial Advisors is an independent registered investment adviser serving individuals, families, trusts, businesses, retirement plans, and non-profit organizations. The firm offers discretionary investment management, financial planning, and pension consulting, employing strategic asset allocations through a combination of index-based strategies, third-party sub-advisors, and alternative pooled vehicles.

Eric Heckman is a CFP® and ChFC® with 24 years of experience in financial advisory services. He is the principal of Heckman Financial & Insurance Services, Inc. in San Jose, CA, where he has worked since 1992. Outside of advisory work, he is involved in tax preparation and conducts financial education seminars as a speaker and chapter director for the Financial Knowledge Institute. 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, and estate-planning software sales, and offers ERISA plan advisory services along with educational seminars.

Jessica Ng is a financial advisor at Wealth Architects, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at IEQ Capital, First Republic Bank, Morgan Stanley, Chase Bank, and Starbucks. Wealth Architects serves individuals, trusts and estates, retirement plans, pension and profit-sharing plans, and charitable organizations, providing comprehensive wealth management along with wealth planning and consulting. The firm employs a modern portfolio theory-based investment process, managing portfolios on a discretionary basis with regular monitoring and reporting.

Veniamin Barinov is a financial advisor at Morling Financial Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Morling Financial Advisors, he worked at Teksystems and has held various roles in education. Outside of his advisory work, he is a self-employed author and writer. Morling Financial Advisors is an independent registered investment adviser serving individuals, 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, while maintaining client relationships and regular account reviews.

Sean Mc Nally is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Traveka Wealth, LLC, where he has worked since 2023. Prior to that, he was employed at United Capital and Wells Fargo in various roles from 2015 to 2023. Traveka Wealth serves individuals, trusts, estates, corporations, and retirement plans with comprehensive financial planning and both discretionary and non-discretionary investment management. The firm emphasizes fundamental analysis, broad diversification, low costs, tax efficiency, and customization, managing approximately $648 million in assets with a focus on wealthier households.

Jodee Lownsbury is a CFP® professional with seven years of industry experience, currently serving as an advisor at BetterWealth LLC since 2015. Based in San Jose, CA, she is part of a five-advisor team. BetterWealth LLC provides investment advisory and integrated financial planning services to individuals, trusts, estates, retirement plans, and business entities. The firm focuses on long-term asset allocation using mutual funds and ETFs, offers discretionary account management, and is notable for employing strategies such as borrowing within client brokerage accounts and limited options trading.

Stuart Friedman is a Series 65-licensed financial advisor with Riley Friedman Asset Management in Los Altos, CA, bringing 23 years of industry experience. He has worked with Riley Friedman Asset Management since 2011 and Denaris Advisors, LLC since 2013. Riley Friedman Asset Management provides ongoing portfolio management and integrated basic financial planning to individuals, high-net-worth individuals, and pension/profit-sharing plans. The firm employs a fundamental, long-term, value-oriented investment approach focused on capital preservation, transparency, liquidity, and diversification.

Clara Basile is a financial advisor at Avalon Capital Management with a Series 65 designation and one year of industry experience. She is part of a three-advisor team based in Menlo Park, CA. Clara has been associated with Avalon Capital Management since 1992. Avalon Capital Management serves individual clients and families, primarily high net worth individuals, offering discretionary investment management along with cash and fixed-income services. The firm utilizes a proprietary, quantitative investment process combined with external research and committee review to implement active, dynamic global asset allocation across multi-asset portfolios.

Sylvia Chin is a CFP® with 21 years of industry experience and has been with Morling Financial Advisors, LLC since 2009. She holds the Series 66 designation and is based in Fremont, CA. 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 with index-based strategies, mutual funds, ETFs, equities, fixed income, and alternative vehicles, while maintaining client relationships and monitoring through sub-advisors.

Christopher Lococo is a financial advisor at American Investors Company with 13 years of industry experience. He holds a Series 66 designation and has worked at First Street Wealth Advisors/John E. Lococo since 2018 and at American Investors Company since 2016. Outside of his advisory work, he served at Fremont Aikido for 16 years. American Investors Company provides investment advisory and financial planning services to a range of clients, including individuals, pension plans, and charitable organizations. The firm offers both discretionary and non-discretionary management, financial planning, and retirement advice, operating with a combined broker-dealer and SEC-registered adviser structure.

Aaron Brickley is a CFP® with 18 years of industry experience. He is a principal at Brickley Wealth Management, where he has worked since 2017. Prior to that, he was affiliated with LPL Financial for six years. Brickley Wealth Management provides portfolio management, financial planning, retirement plan consulting, and referrals to third-party money managers for individuals, trusts, pension and profit sharing plans, and business entities. The firm employs a long-term, diversified investment approach that combines modern portfolio theory, active and passive funds, ESG screening, and manager due diligence.

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.

Manjeshwar Bhat is a financial advisor with Kane Investment Management, Inc. in Los Gatos, CA, holding a Series 65 designation and 16 years of industry experience. He has been with Kane Investment Management since 2009. Kane Investment Management provides tailored investment account management and advisory services to individuals, high-net-worth clients, 401(k) plans, trusts, and estates. The firm uses a combination of charting, fundamental and technical analysis to manage portfolios, typically on a discretionary basis, and offers performance-based fee arrangements for qualified clients.

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® with 12 years of experience in financial advising. He has been with DiversiFi Capital Inc since 2018, including its prior iteration as Compass Capital Management. His prior roles include positions at Mercer Advisors and Aldrich Wealth. Kurz also receives compensation for assisting clients with life insurance sign-ups 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 combines fundamental, technical, and quantitative analysis with an explicit social-impact investment filter and offers specialized products, including private funds and SPVs focused on frontier technology investments.