Kristina Sabbatini is a financial advisor at Legacy Wealth Management, LLC with 9 years of industry experience. She holds a Series 66 designation and previously worked at Lion Street Advisors, Ameritas Investment Corp, and Ronald G. Pray Company. Outside of advising, she is active in insurance sales, providing life and disability insurance to clients. Legacy Wealth Management serves individual clients across wealth levels, charitable organizations, and business entities by offering portfolio management, financial planning, and consulting services. The firm employs a combination of in-house model allocations and third-party managers, including alternative and illiquid investments, to tailor strategies based on client objectives and risk tolerance.

Catherine Stieber is a financial advisor at Kestra Advisory Services with 12 years of industry experience. She holds a Series 66 designation and has worked at Kestra in various capacities since 2016. In addition to her advisory role, she manages team calendars and schedules client meetings for Transitions Wealth Advisors and Kestra Advisory Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional clients and utilizes multiple management platforms and third-party solutions within a comprehensive supervisory framework.

Thomas Montoya is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 66 designation and one year of industry experience. Prior to joining HTK, he held roles at California Baptist University and Integrated Financial Benefits, among other positions. Outside of financial services, he has experience in the food service industry, including work at Chaam Eatery and Country Waffles. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers a combination of advisory and broker-dealer services, working with third-party asset managers and providing both discretionary and non-discretionary account options.

Jeffrey Orth is a financial advisor at Hornor, Townsend & Kent, LLC with 27 years of industry experience. He holds the ChFC® designation and the Series 63 license. Orth has been affiliated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 1998. Outside of his advisory role, he is the proprietor of an insurance brokerage specializing in multi-line insurance products and serves as a board member of Gavilan College and a director of the Gilroy Downtown Business Association. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets under management through third-party asset manager relationships.

Michael Napoli is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, having previously worked at firms including LPL Financial, Wells Fargo, and Citigroup Global Markets. Napoli is also involved with Nexa Mortgage, referring clients for mortgage services to help secure lower rates. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model and utilizes proprietary and third-party platforms and managers to deliver tailored investment solutions.

Giulio Cannatello is a financial advisor with Kestra Advisory Services, holding the CFP® designation and Series 63, 65, and 66 licenses. He has 13 years of industry experience, including roles at Fidelity Investments, LPL Financial, and Merrill. His work includes financial planning, investment, and insurance advice through Transitions Wealth Advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, with approximately $79.8 billion in assets under management and a client base that includes large institutional investors and sovereign wealth funds.

Michael Elder is a financial advisor with Commonwealth Financial Network in Campbell, CA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been the owner of Cornerstone Investment Associates, Inc. since 2006, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs and services alongside back-office support including operations, trading, technology, compliance, and practice management. The firm offers a range of investment programs and model portfolios managed through a structured due-diligence process.

Robert Tapia is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, LPL Financial, Stratos Wealth Partners, and Morgan Stanley. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based model employs a range of investment strategies and utilizes technology platforms to implement advice through portfolio managers and third-party strategists.

Jerry Lopez is a financial advisor with Valic Financial Advisors in Scotts Valley, CA, holding Series 63 and Series 65 licenses. He has 28 years of industry experience, including 23 years with Valic Financial Advisors and a current role with Agia. Lopez serves on the board of the Community Foundation of Santa Cruz County, participating in philanthropy and finance committees. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing various overlay options to tailor client portfolios.

Daniel Newquist is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Focus Partners Wealth, LLC and has previously worked at firms including The Colony Group, Buckingham Strategic Wealth, and Securities America. From 2016 to 2020, he was involved with the Charter School of Morgan Hill Foundation. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Daniel May is a financial advisor with Focus Partners Wealth, LLC in Morgan Hill, CA, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, and Charles Schwab among others. He participates in the Los Gatos Networking Group, where he occasionally assists with financial report and analysis support. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Christopher Young is a financial advisor at Farther with 24 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Meridian Investment Counsel Inc. for 13 years before joining Farther in 2026. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary models, algorithmic rebalancing, and a range of investment vehicles, supplemented by AI tools under internal controls.

Ioannis Meras is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has been associated with United Planners since 2008 and operates Meras Financial as a principal. He also acts in a fiduciary capacity for family accounts and holds a non-variable insurance agent license. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm’s advisors deliver services through independent advisory and brokerage models, with a significant portion of assets managed on a non-discretionary basis.

Scott Bloom is a financial advisor with Centaurus Financial, Inc. in Aptos, CA, holding a Series 63 designation and 44 years of industry experience. He has been with Centaurus Financial since 1999 and concurrently provides services at Pacific Tax Service since 1979. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a variety of investment analysis methods and provides both discretionary and non-discretionary portfolio management, along with specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Tammy Tang is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017. Prior to that, she worked for Santa Clara County Federal Credit Union for twelve years and had a brief role at Liane Hair Salon. Outside of her advisory role, she assists with personal care needs at an assisted living setting for a family member. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence. The firm delivers services on a non-discretionary basis and integrates an ESG eligibility framework in its investment recommendations.

Justin Wright is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at Transamerica Financial Advisors, Inc. for five years and has been employed at Castlewood Country Club since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research and operational tools.

Erik Cormier is a financial advisor with Ameriprise Financial Services LLC and holds a Series 66 designation. He has 19 years of industry experience, including roles at Ameriprise since 2018. Outside of his advisory work, Cormier is involved in family-owned businesses, serving as a director of Hermitage Brewing Company, a craft brewery, and overseeing operations in a portfolio that includes restaurants and commercial real estate. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Hugh Wong is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. His prior experience includes roles at WealthSetter and South Bay Advisors, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Alfred Pasaoa is a CFP® and ChFC® with 20 years of industry experience, currently working at Wells Fargo Advisors. He has held various roles within Wells Fargo since 2013. Outside of advisory work, he owns and manages an investment-related business through Freddie Mac Investments LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with a focus on tailored recommendations and optional implementation through brokerage or advisory programs.

Lukas Fortino is a financial advisor with Edward Jones in Gilroy, CA, holding a Series 66 designation and three years of industry experience. He previously worked at Doyle's Work Company for eight years and at Gilroy High School for four years. Fortino serves as a Finance Committee Member for the Gilroy Foundation and as Board Member and Investment Committee Chair for the Rotary Endowment in Gilroy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.