Trenton Spallas is a Private Wealth Advisor at Merrill Private Wealth Management, based in San Francisco. He focuses on providing financial advisory services to founders, corporate executives, and general partners at venture capital and private equity firms. His team specializes in managing complex family financial situations, aiming to simplify clients' financial lives so they can concentrate on their family, business, and community. His areas of expertise include corporate executive services, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, philanthropic planning, portfolio management services, individual and corporate investment strategy, and tax minimization. Trenton holds the Personal Investment Advisor (PIA) designation. Trenton earned both his Bachelor's degree and a Master of Business Administration (MBA) from Willamette University. Outside of his professional work, he has interests in adventure sports, baseball, basketball, fishing, football, golfing, running, and traveling.

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 affiliated with Liberty Wealth Management, LLC. He has worked with Liberty Wealth Management since 2018 and is also associated with AE Financial Services, LLC and Lifetime Planning Marketing, Inc., where he acts as a licensed insurance agent involved in life insurance and variable product sales. Liberty Wealth Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, and institutional clients with investment management, financial planning, retirement plan services, and access to third-party managers. The firm offers a combination of centrally developed models and advisor-developed strategies, including access to private market investments and affiliated private funds.

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.

Anita Singh is a CFP® and holds a Series 66 license, currently serving as an advisor at Meridian Investment Counsel, Inc. in Lafayette, CA, with five years of industry experience. She has been with Meridian since 2022 and also has a long-standing role with Arbonne. Outside of her advisory work, she provides bookkeeping services for a workers' compensation law firm in Walnut Creek. Meridian Investment Counsel offers discretionary investment management and financial planning primarily to individuals, families, trusts, non-profit organizations, and retirement plans. The firm employs a tax-aware, conservative growth strategy with fundamental security analysis and in-house portfolio management.

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 Series 66 credentialed advisor with 25 years of industry experience. She is affiliated with Vantage Wealth Management, LLC, where she has worked since 2010, and previously worked at LPL Financial and Securian Financial Services. Navarro is also involved in insurance-related activities through Vantage Wealth Management. Vantage Wealth Management is a multi-advisor SEC-registered firm serving individuals, high-net-worth clients, trusts, and businesses. The firm employs customized asset-allocation strategies primarily with mutual funds and ETFs, offering both discretionary and non-discretionary portfolio management as well as financial planning.

Lee Geiger is a financial advisor with Penserra Wealth Management in Orinda, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Screaming Eagle Trading, Inc. and MOBIUS DESIGN, INC. since 2008. Outside of finance, he is a self-employed novelist, dedicating about 10 hours per month to writing. Penserra Wealth Management is an SEC-registered adviser offering portfolio management, financial planning, pension consulting, and sub-advisory services. The firm employs a multi-disciplinary investment approach that includes fundamental, technical, cyclical, and economic analysis, serving clients primarily on a discretionary basis.

Stephanie Nehmens is a financial advisor at North Berkeley Wealth Management, LLC, holding Series 65 and Series 66 credentials with one year of industry experience. Her prior work includes roles at Arta Finance, Finix Payments, Secfi Securities, Homepoint Financial, LendingClub, and JP Morgan Chase & Co. North Berkeley Wealth Management provides comprehensive financial planning and investment management to a diverse client base, including individuals, families, business owners, and charitable organizations. The firm employs a customized asset allocation process using both passive and active strategies, with options for ESG-focused investments.

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.

Howard Aschwald Jr. is a CFA® charterholder with 28 years of industry experience. He has worked at Delta Investment Management, LLC since 2022 and previously held roles at Lido Advisors, LLC and Quantum Capital Management. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and also serves as a subadvisor to other advisory firms. The firm offers a range of strategies, including systematic ETF-based tactical rotation and concentrated equity mandates, integrating financial planning within its advisory services.

Daniel Nakahara is a financial advisor at North Berkeley Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has been with North Berkeley Investment Partners, LLC since 2015. North Berkeley Wealth Management serves individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning and investment management, emphasizing long-term, total-return oriented portfolios that combine passive and active strategies, with options for ESG and carbon-screened investments.

Michelle Higgins is a financial advisor at California Financial Advisors in San Ramon, CA, with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Wall Street Journal since 2019. Higgins is also a business owner involved in book sales, authoring several titles including *Stocks, Bonds & Soccer Moms* and *College Poor No More*, with proceeds from the latter donated to college scholarships. She is a member of the Investopedia Council as of 2024. California Financial Advisors is an SEC-registered firm managing over $2 billion in client assets and offering portfolio management, financial planning, and consulting services to individuals, charitable organizations, and businesses. The firm employs a comprehensive investment approach that includes asset allocation and third-party manager due diligence, tailoring strategies to client objectives and tax considerations.

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.

Sevada Haghverdian is a financial advisor with Tactivest, LLC, holding four years of industry experience. His prior work includes roles at Opes Advisors LLC, Golbar & Associates LLP, Pogosian & Company CPA, and Aspiriant LLC. He also provides accounting and tax preparation services outside of his advisory role. Tactivest offers portfolio management and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm employs various investment strategies and utilizes model portfolios and tax-management tools, operating without an account minimum.

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.