Brandon Hagerla is a financial advisor at Moment Partners, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, Sally Tomatoes, First Arkansas Financial, and the University of Central Arkansas. Moment Partners provides investment management and financial advisory services to individuals, high-net-worth clients, families, trusts, foundations, corporations, and plan sponsors. The firm focuses on risk-adjusted, tax-efficient asset allocation using a combination of active and passive strategies, with ongoing portfolio monitoring and rebalancing.

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.

James Hebert is a financial advisor at Prosperity Financial Group, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Insight Wealth Strategies, LLC and Ep Wealth Advisors. Prosperity Financial Group serves individuals, trusts, estates, and business entities with asset management, financial planning, and consulting services. The firm manages approximately $503 million in discretionary assets through a team of seven advisors, employing tailored portfolios with a range of securities and regular reviews.

Mark Swoboda Jr. is a financial advisor at Mirador Capital Partners with three years of industry experience. He holds a Series 65 designation and previously worked at Okta, Inc. and Autodesk, Inc. Mirador Capital Partners advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and small businesses, offering portfolio management, financial planning, and retirement consulting. The firm uses a top-down fundamental analysis approach supplemented by technical analysis and employs multiple proprietary investment strategies across various asset classes.

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.

Yucheng Yang is a financial advisor at SyntheticFi LLC in San Francisco, holding a Series 65 designation with two years of industry experience. He is also the Chief Executive Officer of Cyclone Technologies, Inc, the parent company of SyntheticFi LLC. Additionally, Yang manages Converge Fashion, LLC, a wholesale trade business. SyntheticFi LLC provides investment advisory and sub-advisory services to individuals, corporations, small businesses, and other registered advisers. The firm specializes in portfolio management through a box spread option strategy and employs proprietary software for automated monitoring and custom hedging strategies using exchange-traded and FLEX options.

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.

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.

Hayley Curtis is a financial advisor at Frec with five years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Bank of the West. Outside of finance, she was involved with the nonprofit Fountain of Life Africa (the giving exchange) and the California Academy of Sciences. Frec Advisers provides automated investment advisory services through its web and mobile platform, serving retail and entity clients who open brokerage accounts with its affiliate. The firm focuses on discretionary portfolio management with direct indexing, tax-loss harvesting, hedging strategies, and systematic tax-aware trading, delivering services primarily through automation rather than traditional advisor-led interactions.

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.

Gary De Mera is a financial advisor with RB Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at APW Capital, Inc. and Fsc Securities Corp. Outside of his advisory work, he serves as Co-Trustee managing the Desmond Family Trust and owns Bay Valley Properties, a real estate referral and management business. RB Capital Management, LLC serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management with an emphasis on hedged strategies and managed fixed-income portfolios, integrating personalized financial planning and active portfolio monitoring.

Preston Mayo is a financial advisor at Insight Wealth Strategies, LLC in San Ramon, CA, holding Series 63 and Series 65 licenses. He has approximately one year of industry experience, including prior roles at LPL Enterprise LLC, Frost Bank, and Fidelity Investments. Before entering the financial industry, he was involved in education at Texas A&M University and Vandegrift High School. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, and institutions. The firm uses proprietary portfolio models primarily composed of low-cost, diversified ETFs and individual stocks, employing a multi-disciplinary investment process that includes fundamental, technical, quantitative, and sector analysis.

Bugra Bakan is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at Occidental Asset Management, LLC since 2020 and previously spent a decade at Shield Wealth Management. Occidental Asset Management, LLC serves high-net-worth individuals and institutional clients with wealth management, financial planning, and portfolio management services. The firm customizes investment strategies using a combination of fundamental, technical, and cyclical analysis and integrates technology platforms for portfolio implementation.

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.

John Nolan is a financial advisor at Malakoff Wealth with five years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Electronics for Imaging, and BDO. Nolan provides investment advisory services through Master Wealth, LLC, an independent investment advisor firm. Malakoff Wealth offers financial planning and consulting services to individuals, trusts, nonprofit organizations, banks, business entities, and pension/profit-sharing plans. The firm focuses on written financial plans and periodic reviews, referring clients to LPL Financial for investment implementation and portfolio supervision, and emphasizes manager evaluation without discretionary portfolio management or percentage-based fees.

Charles Gehring is a CFA® charterholder with 27 years of industry experience. He has been with Mission Creek Capital Partners, Inc. since 2009. The firm serves institutional and private clients, including pension plans, endowments, foundations, executives, entrepreneurs, and pooled investment vehicles. Mission Creek combines a core-and-satellite investment approach with fundamental analysis and economic overlays, offering discretionary portfolio management, wealth planning, sub-advisory services, and specialized private equity distribution and post-venture management.

Ryan Cole is a CFP® with 12 years of industry experience, currently serving as an advisor at Citrine Capital, LLC since 2014. He holds Series 63 and Series 65 licenses and is also a Manager on the Board of Managers at HFP Corpus Partnership. Citrine Capital serves individual and high-net-worth clients as well as small businesses, offering investment management alongside financial planning and related services such as tax return preparation and estate planning reviews. The firm employs a diversified, tax-aware investment approach within a Modern Portfolio Theory framework and manages accounts on a discretionary basis with ongoing portfolio oversight.

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.

Jamie Hargrave is a financial advisor with Prosperity Financial Group, Inc. in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Prosperity Financial Group since 2015 and also serves as an independent insurance agent with CSI Financial Group. Additionally, Hargrave is the CEO and founder of Cadence Capital Investments, a commercial real estate investment agency. Prosperity Financial Group, Inc. provides asset management, financial planning, and consulting services for individuals, high-net-worth clients, trusts, estates, and business entities. The firm operates with a multi-adviser team structure and offers tailored portfolios using a range of investment methods and third-party money managers.