Robert Valentine is a Series 66-licensed financial advisor with 14 years of industry experience. He has been with RPG Investment Advisory, LLC since 2014. The firm provides portfolio management and financial planning services primarily to high-net-worth individuals, managing approximately $1.04 billion in client assets. RPG uses firm-developed model portfolios and employs both fundamental and technical analysis to tailor investment strategies based on client objectives and risk tolerance.

Adrian Azofeifa is a financial advisor at Liberty Wealth Management, LLC in Oakland, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Liberty Wealth Management, he worked at OBI Capital and has experience in insurance and annuities through his role at Lifetime Planning Marketing, Inc. Liberty Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm combines centrally developed and Adviser Representative–developed strategies, emphasizes diversification across traditional and private-market investments, and offers a range of client services including discretionary and non-discretionary portfolio management.

Tom O'Brien is a CFP® and ChFC® with 17 years of industry experience. He has worked at Vantage Wealth Management, LLC since 2020 and previously held positions at Securian Financial Services, Sgc, and Minnesota Life Insurance Co. from 2008 to 2020. Vantage Wealth Management serves individuals, including high-net-worth clients, as well as trusts, retirement plans, charities, corporations, and broker-dealers. The firm offers personalized financial planning and asset management, focusing on diversified portfolios with strategic and tactical adjustments across multiple investment platforms.

Nathalie Lai is a financial advisor at Alpha Solutions Investment Advisors with a Series 65 designation and one year of industry experience. Prior to joining the firm, she worked in dental practices, including Tamir Wardany DDS and Union Square Dental Group. Outside of financial advising, she is actively engaged as a practicing dentist at Lands End Dental. Alpha Solutions Investment Advisors is an SEC-registered, fee-only firm managing approximately $509 million in discretionary assets. The firm serves individual and high-net-worth investors as well as institutional and pooled clients, employing a combined fundamental and technical investment approach with a focus on discretionary portfolio management across a range of asset classes.

Jared Harper is a financial advisor with Malakoff Wealth in Danville, CA, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2020 and has also been involved with Metis Technology Solutions since 2019. Outside of his advisory role, he provides administrative support to Malakoff Wealth. 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 fundamental analysis and manager evaluation, providing advice through hourly, fixed-fee, or retainer arrangements while referring clients to LPL Financial for investment implementation and portfolio supervision.

Christopher Connolly is a financial advisor at Mirador Capital Partners with one year of industry experience. He holds a Series 65 designation and has prior experience at Stonecastle Land and Home Financial and Service Champions. Outside of his advisory role, he owns and operates CJC Lending Corp., a mortgage brokerage business. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses with discretionary portfolio management, financial planning, and estate-planning coordination. The firm employs a top-down fundamental investment approach supplemented by technical analysis and offers a range of asset-allocation models across public and private securities and alternative investments.

Stanislav Godsky is a CFP® with 10 years of industry experience, currently serving as an advisor at Liberty Wealth Management, LLC. He has worked at Liberty Wealth Management since 2018 and AE Financial Services, LLC since 2020. Outside of his advisory role, he is a licensed insurance agent involved in insurance sales and services through Lifetime Marketing & Planning, Inc. Liberty Wealth Management offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, employing a blended investment approach that combines centrally developed and advisor-created strategies with an emphasis on diversification across traditional and private-market investments.

Allan Leung is a CFP® professional at PlanVision, LLC with one year of industry experience. His prior work includes roles at H&R Block, Monroe Wealth Management, and LiveWell Capital. PlanVision provides fee-only financial planning and consulting primarily to high-net-worth individuals through written plans and ad-hoc consultations. The firm emphasizes a long-term, passive investment approach and delivers advice without managing client assets or requiring clients to implement recommendations through PlanVision.

Patricia Delgrande is a CFP® professional with over 27 years of industry experience, currently serving at Chequers Financial Management LLC. She also holds the roles of COO and CFO at DN&E Walter & Co. based in San Francisco. Chequers Financial Management LLC provides tailored advisory services to ultra-high-net-worth individuals and complex multi-generational families, combining customized financial planning with discretionary investment management and Multi-Family Office capabilities.

Elizabeth Ly is a financial advisor at Sentry Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Sentry Advisors and its related entities since 2015. Sentry Advisors provides portfolio management, financial planning, and consulting services to individuals, trusts, pension plans, and charitable organizations. The firm manages approximately $2.41 billion in client assets and emphasizes individualized advice through a combination of fundamental, technical, and modern portfolio theory approaches.

Brandy Navarro is a CFP®, ChFC®, and holds a Series 66 license with 24 years of industry experience. She has worked at LPL Financial LLC since 2014 and has been with Vantage Wealth Management, LLC since 2010. In addition to her advisory role, she is involved in insurance-related activities including life, disability, and long-term care insurance. Vantage Wealth Management serves individuals, trusts, retirement plans, charities, corporations, and broker-dealers, managing approximately $897 million in client assets through a seven-advisor team. The firm offers personalized financial planning and asset management with a focus on diversified portfolios using mutual funds and ETFs, employing both strategic rebalancing and tactical adjustments.

Joseph Garcia is a financial advisor at Mirador Capital Partners with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill Lynch and Bank of America prior to joining Mirador in 2019. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses by providing discretionary portfolio management, financial planning, estate-planning coordination, and plan-sponsor retirement consulting. The firm employs a top-down fundamental investment approach supplemented by technical analysis and offers a variety of asset-allocation models across public and private securities and alternative vehicles.

Michelle Higgins is a financial advisor at California Financial Advisors with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at the Wall Street Journal (Dow Jones) and Foothill Securities, Inc. Higgins is also a business owner and author, with profits from one of her books donated to college scholarships. California Financial Advisors is an SEC-registered firm serving individuals, charitable organizations, and businesses. The firm manages over $2 billion in client assets and employs an investment approach focused on asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers.

Shana Ballard is a CFP® and Series 66-registered advisor with 15 years of industry experience. She is currently with Mission Creek Capital Partners, Inc., joining the firm in 2025 after previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and other financial firms. Mission Creek Capital Partners serves institutional and private clients, including pension plans, endowments, foundations, executives, entrepreneurs, and governmental entities. The firm employs a core-and-satellite investment approach combined with fundamental bottom-up analysis and top-down economic overlays, offering discretionary portfolio management, wealth planning, and specialized private equity distribution services.

Nicholas Powers is a financial advisor at California Financial Advisors with a Series 65 credential. He has professional experience including roles at Interactive Brokers and the Federal Reserve Bank of Chicago. He has been with California Financial Advisors since 2026. California Financial Advisors is an SEC-registered firm managing over $2 billion in assets for individuals, charitable organizations, and businesses. The firm’s investment approach includes asset allocation, mutual fund and ETF analysis, and due diligence of third-party money managers, with strategies tailored to clients’ objectives and tax considerations.

Michael Romanchak is a financial advisor at Bcn Financial, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Crown Capital Securities. Outside of finance, he operates Michael Romanchak Photography, a web-based gallery selling his photographs. Bcn Financial provides retirement plan advisory and financial planning services primarily to participants in employer-sponsored plans and members of police and fire associations. The firm’s approach incorporates fundamental, technical, and sentiment analysis with a market-timing strategy focused on mutual funds and ETFs, serving over 200 associations and managing $81.3 million in assets under advisement.

Sydney Woodward is a CFP® and holds a Series 65 license, with four years of industry experience. Woodward has worked at Yeske Buie Inc. since 2021 and has held prior positions at Forum Financial Management, Ehlert Financial Group, Clarendon Wealth Management, Atlantic Union Bank, and Target. Yeske Buie provides integrated wealth management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a process driven by written Investment Policy Statements and portfolio construction based on Modern Portfolio Theory, managing over $1 billion with a ten-person advisory team.

Robert Wells is a CFA® charterholder with six years of industry experience. He is currently an advisor at Selby Wealth Management and has previously worked at John W. Brooker & Co., CPAS, PC and Keating Consulting Group. Outside of finance, he has been involved in music licensing and performance since 1993 and works as a Music Licensing Consultant for Austin City Limits Enterprises, managing music publisher relations and licensing. Selby Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and long-term portfolio construction using mutual funds, ETFs, and individual securities, and acts as a fiduciary for retirement accounts under ERISA/IRC.

Michael Telford is a financial advisor at Brio Financial Group in San Francisco, CA, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at Ernst & Young, Ameriprise Financial Services, and The Vanguard Group. Brio Financial Group serves individuals, trusts, retirement plans, and business entities by providing asset management, financial planning, and consulting services. The firm offers discretionary portfolio management through a wrap fee program and a broad range of consulting services, including estate and tax planning, mortgage and debt analysis, and corporate structure advice.

Caroline Gorham is a CFP® at Neumann Capital Management with three years of industry experience. She has been with Neumann Capital Management since 2016. Neumann Capital Management is a fee-only wealth management firm managing approximately $630 million for around 191 clients, including individuals, high-net-worth individuals, trusts, and charitable organizations. The firm offers comprehensive and essential wealth management programs, employing strategic asset allocation, proprietary screening, and Monte Carlo simulations in its investment process.