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.

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.

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 one year of experience in the financial industry, having also worked at Apple Inc. from 2023 to 2026 and studied at Penn State University and the University of Freiburg. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a broad range of instruments and offers both standalone planning engagements and ongoing asset management relationships.

Judy Han is a financial advisor at SVB Wealth with 18 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at several affiliated entities including Silicon Valley Bank and First Citizens Investor Services. Han currently serves as Managing Director – Client Service, providing wealth management advice to private bank and wealth clients. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services with investment advice delivered primarily through its investment adviser representatives who utilize a disciplined due diligence process and oversight.

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 Series 65-licensed advisor with Team Hewins, LLC in Foster City, CA, bringing two years of industry experience. Prior to joining Team Hewins, he worked at Insight Global in various roles from 2019 to 2024. Team Hewins advises individuals, families, trusts, business entities, charitable organizations, and retirement plans, offering investment advisory, financial planning, and retirement plan consulting services. The firm’s investment approach is grounded in asset-allocation principles based on Modern Portfolio Theory and includes both discretionary and non-discretionary management, with a notable focus on serving state and municipal employee benefit plans.

Gerald Sheridan is a financial advisor at Brookwood Investment Group with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Redwood Private Wealth, Emerald Blue Advisors, and Householder Group Financial Advisors. In addition to his advisory role, he is a life insurance agent affiliated with unaffiliated carriers. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a range of management strategies and implements various investment instruments while providing ongoing monitoring and due diligence.

Mary Bersot is a CFA® charterholder with 20 years of industry experience. She spent 20 years at BERSOT Capital Management, LLC before joining Bailard, Inc. in 2025. Bailard provides wealth management and asset management services to individual and institutional clients, offering financial planning and discretionary portfolio management across multi-asset and single-asset strategies. The firm employs an active, multi-asset approach combining quantitative models, fundamental research, and qualitative judgment, and offers sustainable and impact investing options upon client request.

Christopher Cox is a financial advisor at Portside Wealth Group, LLC in San Jose, CA, with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Brightside Wealth Management, Baker Tilly US, Baker Tilly Wealth Management, Allworth Financial, and Siena Wealth Management. Outside of his advisory role, he owns an online retail T-shirt business and is a limited partner in a professional referral group of CPAs, financial advisors, and attorneys. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, pension consulting, and client education, employing a mix of fundamental, technical, and modern portfolio theory in its investment approach.

Mamta Trivedi is a financial advisor with Kestra Private Wealth Services, LLC in Palo Alto, CA, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. Her prior roles include positions at Goldman Sachs, Fidelity Brokerage Services, and Wells Fargo Clearing. Kestra Private Wealth Services delivers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individual and institutional clients with a range of investment products and platforms, offering both discretionary and non-discretionary arrangements and additional specialized services.

Kenneth Tavernier is a financial advisor with Vanderbilt Advisory Services in San Jose, CA, holding a Series 63 designation and 24 years of industry experience. His prior roles include positions at Vanderbilt Securities, LPL Financial, Wells Fargo Clearing, and A. G. Edwards & Sons. He serves as president of the Almaden Valley Rotary Club, a community service organization. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside planning and consulting services.

Mikhael Balachov is a financial advisor at Team Hewins, LLC with four years of industry experience. He holds a Series 65 designation and has been with Team Hewins since 2018, previously working at Hewins Financial Advisors, LLC from 2005 to 2018. Balachov serves as a board member of The Russian Center of San Francisco, where he participates in board meetings and annual festival planning. 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’s investment process is guided by an Investment Committee using Modern Portfolio Theory and offers specialized retirement plan services, managing approximately $3.43 billion in regulatory assets under management.

Jeff Weber is a CFP® professional with 23 years of experience in the financial services industry. He is currently with The Wealth Consulting Group and has held prior roles at Titus Wealth Management and LPL Financial. Outside of his advisory work, Weber is also licensed to sell fixed insurance products. The Wealth Consulting Group provides fee-based wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate sponsors, charities, and trusts. The firm employs a tailored investment process utilizing multiple strategies and custodial platforms, and integrates legal-service pathways alongside its advisory offerings.

Miriam Santiago is a CFP® professional at Sand Hill Global Advisors, LLC with five years of industry experience. She previously worked at Beacon Pointe Advisors for six years. Sand Hill Global Advisors serves high-net-worth individuals, families, trusts, nonprofits, pension and profit-sharing plans, and other business entities. The firm employs an open-architecture, globally oriented investment approach that emphasizes asset allocation and combines macro analysis with bottom-up research across active and passive vehicles.