Parvin Manuchehri is a CFP® professional with 25 years of experience in financial advising. She has been with Clarity Wealth Advisors since 2011, working at the San Jose, CA–based firm that operates as a two-advisor team. Clarity Wealth Advisors serves individual clients, including high-net-worth individuals, as well as retirement plans, trusts, and other entities. The firm provides discretionary portfolio management, financial planning, and consulting services, often implementing strategies through proprietary or third-party model portfolios with ongoing monitoring and rebalancing.

Martin Miller is a financial advisor at MA Private Wealth, LLC with 34 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2018. Outside of advising, he serves as CEO of Fly Big Blue, LLC, an aviation holding company. MA Private Wealth, LLC manages approximately $584 million for about 350 clients, offering discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, and select entities. The firm employs a tailored, holistic investment approach focused on fundamental analysis and long-term strategies.

Ronald Guay is a CFP® and holds a Series 65 license with nine years of industry experience. He currently works at Falcon Wealth Planning, LLC and has previously been employed at Prosperity Capital Advisors, Garrett Investment Advisors, Parsonex Advisory Services, Synchrony Financial, and GE Capital. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm offers portfolio management, comprehensive financial planning, and a Family Office service for clients with over $5 million in assets, utilizing both fundamental and technical analysis alongside modern portfolio theory.

Scott Allison is a financial advisor with Kera Capital Partners in San Jose, CA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and a creative enterprise, Scott Allison Films. Kera Capital Partners serves individual and high-net-worth clients as well as institutional clients, managing assets across a multi-advisor platform with over $1.3 billion in assets under management. The firm combines fundamental and quantitative analysis to build tailored portfolios using various asset classes and provides discretionary and non-discretionary portfolio management alongside targeted consulting.

Alison Cornwell is a financial advisor at Silicon Valley Capital Partners, L.P. in San Jose, CA, holding Series 63 and Series 65 licenses with six years of industry experience. She has worked at Silicon Valley Capital Partners since 2022 and spent ten years at Rebalance prior to that. Silicon Valley Capital Partners provides discretionary investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and other business entities. The firm manages approximately $1.08 billion in assets and combines a top-down macroeconomic framework with bottom-up valuation and proprietary momentum indicators in its investment process.

Kevin Tanner is a financial advisor with Saratoga Research & Investment Management, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Saratoga Research & Investment Management since 1995. Saratoga Research & Investment Management is an SEC-registered multi-advisor firm managing approximately $2.5 billion for over 2,500 clients. The firm focuses on discretionary, long-only large-cap equity strategies and serves high-net-worth individuals, retirement plans, foundations, corporations, registered investment companies, and pooled vehicles, offering model portfolios and sub-advisory services.

Evan Nelson is a CFP® professional with nine years of industry experience. He has been with Nelson Capital Management, LLC since 2014. Nelson Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other investment advisers. The firm offers comprehensive portfolio management, written financial planning, and retirement plan asset-management services using a fundamental analysis-based investment process that includes ETFs, mutual funds, individual stocks and bonds with both long- and short-term strategies.

Scott Jacobs is a financial advisor at Werba Rubin Papier Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at EP Wealth Advisors, DeYoe Wealth Management, Benjamin Madison Wealth Advisors, and Cetera Advisors. 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 follows a Modern Portfolio Theory-based, risk-focused investment approach and manages approximately $1.13 billion in assets across a team of seven advisors.

Dennis Kane is a financial advisor at Kane Investment Management, Inc. in Los Gatos, CA, with seven years of industry experience. He holds a Series 63 designation and is part of a six-advisor team at the firm. Kane Investment Management, Inc. provides investment account management and advisory services to individuals, high-net-worth clients, 401(k) plans, trusts, and estates, utilizing a mix of charting, fundamental and technical analysis to construct portfolios. The firm manages various securities including equities and U.S. government securities, generally on a discretionary basis, and offers performance-based fee arrangements for qualified clients.

Iris Nguyen is a financial advisor at Wealth Architects, LLC with 13 years of industry experience. She holds a Series 65 designation and has been with Wealth Architects since 2011. The firm serves individuals, trusts, estates, retirement plans, pension and profit-sharing plans, and charitable organizations, providing comprehensive wealth management, planning, and consulting services. Wealth Architects employs a modern portfolio theory-based investment process and offers tailored portfolio management alongside planning services, including tax planning.

Austin Cua is a CFP® professional with six years of industry experience and currently serves as an advisor at Potentia Wealth. His work history includes roles at Potentia RIA, LLC, Mariner Independent Advisor Network, LPL Financial, and Raroque Wealth Management. Prior to his financial services career, he spent nine years at Loyola University of Chicago. Potentia Wealth provides investment management and financial planning services to individual clients, including high-net-worth individuals, using discretionary portfolio management combined with standalone and subscription financial planning. The firm integrates tax preparation services through its affiliated business, Potentia Tax, and employs a combination of fundamental, technical, and top-down analysis to guide investment decisions.

Steven Hoffman is a financial advisor with IP Financial Advisory Services LLC in Sunnyvale, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. In addition to his advisory role since 2020, he has been a financial education instructor at Sunnyvale-Cupertino Adult School and a college planning consultant at Hife College Planning since 2013. Hoffman is also CEO of Backproject Corporation, a medical device manufacturer. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using various analytical approaches and also refers clients to third-party investment advisors while providing a range of consulting and insurance-related services.

Austin Lastinger is a CFP® with nine years of industry experience, currently serving as a financial advisor at Bailard, Inc. since 2016. He holds a Series 65 license and is based in Foster City, California. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals and pension plans. The firm employs an active multi-asset diversification approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable investing options upon request.

Archana Turaga is a financial advisor at Summitry, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Aspiriant LLC, Yellow Brick Road Financial Advisors LLC, and Carlton Pace Wealth Management. Summitry serves individuals and high-net-worth clients, as well as trusts, pension and profit-sharing plans, and investment companies. The firm uses a research-driven, bottom-up investment approach combining internally managed core strategies with independent managers and alternative approaches, while also advising a registered mutual fund.

Glenn Davis is a CFA® charterholder with 30 years of industry experience, currently serving at Bailard, Inc. since 1991. He previously worked at Bailard Fund Services, Inc. from 1991 to 2018. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, including high-net-worth individuals, endowments, foundations, and pension plans. The firm employs an active multi-asset approach combining quantitative models, fundamental research, and qualitative judgment, with offerings in sustainable and impact investing, and serves as both a sub-adviser and a manager of affiliated pooled vehicles.

Emmanuel Afolayan is a financial advisor at Cooper McManus in San Jose, CA, holding Series 63 and Series 65 licenses. He has been with Cooper McManus and Cambridge Investment Research, Inc. since 2026 and has three years of experience at Apple Inc. He completed academic engagements at Penn State University and the University of Freiburg. Cooper McManus serves individuals, high-net-worth clients, trusts, corporations, and employer retirement plans, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a diverse range of instruments and utilizes model asset-allocation portfolios via sub-advisors to customize client solutions.

Judy Han is a financial advisor at SVB Wealth with 18 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at multiple SVB-affiliated entities as well as First Citizens Investor Services. Han serves as Managing Director - Client Service, providing wealth management advice to private bank and wealth clients. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients with wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor third-party managers, offering both discretionary and non-discretionary investment management through its investment adviser representatives.

Michael Faust is a CFA® charterholder with 24 years of industry experience. He has been with Bailard, Inc. since 2008, including five years in his current role. His career spans positions within Bailard Fund Services, Inc. outside of their asset management platform. Bailard provides wealth and asset management services to both individual and institutional clients, employing an active, multi-asset approach that integrates quantitative models, fundamental research, and qualitative judgment. The firm serves a diverse client base that includes high-net-worth individuals, endowments, foundations, and pension plans, and offers sustainable and impact investing options upon request.

James Vandevoorde is a financial advisor at Summitry, LLC with 30 years of industry experience. He holds the Series 65 designation and previously worked at Vantage Wealth for 33 years before joining Summitry in 2026. Summitry serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, as well as investment companies and other investment advisers. The firm emphasizes a research-driven, bottom-up investment approach and offers discretionary portfolio management, financial planning, model equity strategies, third-party manager selection, and advisory services to a registered mutual fund.

Richard Larsen is a financial advisor with Team Hewins, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Team Hewins in 2024, he worked at Insight Global from 2019 to 2024. Team Hewins, LLC provides investment advisory and financial planning services to individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and employee benefit plans. The firm emphasizes a structured investment process led by an Investment Committee, with a focus on both discretionary and non-discretionary asset management and specialized retirement plan services.