Karen Goodfriend is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. She has been with WealthValues, LLC (formerly KK Wealth Advisors, LLC) since 2006. WealthValues serves individual and high-net-worth clients by providing portfolio management, financial planning, and consultative wealth management services. The firm employs a diversified, tax-aware investment approach, combining active and passive strategies, and manages client accounts primarily on a discretionary basis.

Derek Hobbs is a financial advisor at Evart, Young & Hobbs Investment Management with 22 years of industry experience. He holds the Series 65 designation and has been with the firm since 1998. Evart, Young & Hobbs Investment Management provides discretionary portfolio management to individual investors, trusts, business entities, and qualified retirement plan sponsors, as well as pension consulting services. The firm employs a research-driven investment approach grounded in modern portfolio theory, utilizing globally diversified, low-cost, tax-efficient ETFs and institutional mutual funds.

David Smith is a CFA® charterholder with 17 years of experience in the financial services industry. He has worked at Redwood Park Advisors since 2020 and previously spent several years at LPL Financial. Redwood Park Advisors offers investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs a diversified investment approach that includes fundamental, quantitative, and technical methods, serving both individual wealth clients and institutional retirement plans.

Benjamin Pettigrew is a CFP® professional with 21 years of industry experience. He has worked at Redwood Park Advisors since 2020 and previously spent eight years with LPL Financial. He teaches high school students the fundamentals of money management through seminars. Redwood Park Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans with asset management, financial planning, and retirement plan consulting. The firm employs a mix of analytical approaches and discretionary management and offers institutional retirement plan services alongside its smaller advisory team.

Katherine Simmonds is a CFP® with 25 years of industry experience. She is currently with Conquis Financial LLC, where she has worked since 2022. Her prior experience includes roles at Mariner Platform Solutions, AdvicePeriod, LLC, and Stanford Investment Group, Inc. Conquis Financial LLC provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement-plan participants. The firm employs a combination of passive and active strategies, utilizing diversification and Modern Portfolio Theory principles alongside tax-aware tactics to align portfolios with client objectives and risk tolerance.

Curtis Chen is a CFP® professional with 30 years of industry experience, operating through Chen Financial Group, LLC in San Mateo, CA. He has been affiliated with LPL Financial and his own firm since 2009. Outside of his advisory work, he has served as a hockey referee. Chen Financial Group serves individuals, families, trusts, estates, non-profit organizations, and companies, including high-net-worth clients. The firm emphasizes comprehensive financial life planning, providing advice and implementation recommendations without discretionary asset management, and offers fixed or hourly fee structures.

Emilie Goldman is a CFP® and CFA® with 17 years of industry experience. She has been with Tamarind Financial Planning since 2010. Tamarind Financial Planning serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing comprehensive financial planning and portfolio advice on a fee-only basis. The firm’s approach focuses on customized financial plans and asset allocation based on Modern Portfolio Theory, typically delegating portfolio management to vetted sub-advisers.

Arthur Shaw is a Series 65 licensed financial advisor with 9 years of industry experience. He is affiliated with 3 Factor Indexing, LLC and also serves as CEO of RepairPal and as Lead Director on the board of the financial technology startup Insikt. 3 Factor Indexing is a registered investment adviser focusing on discretionary investment management for high-net-worth individuals, families, trusts, and closely held businesses. The firm emphasizes strategic asset allocation and broad diversification using exchange-traded products, mutual funds, separately managed accounts, equities, and bonds.

Carlos Perez is a financial advisor at Evart, Young & Hobbs Investment Management with 22 years of industry experience. He holds a Series 65 designation and has worked at the firm since 1996. Perez also has prior experience at Seed V Investors LLC and manages his own real estate holdings. Evart, Young & Hobbs Investment Management provides discretionary portfolio management and pension consulting services to individual investors, trusts, business entities, and qualified retirement plan sponsors. The firm employs a research-driven investment approach focused on strategic asset allocation, long-term buy-and-hold strategies, and tax-aware decision making, utilizing globally diversified, low-cost ETFs and institutional mutual funds.

Enrique Figueroa is a CFP® professional with 14 years of industry experience. He has worked at Veritas Wealth Partners, LLC since 2021 and previously at Glovista Investments LLC from 2010 to 2021. Veritas Wealth Partners, LLC provides discretionary wealth management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored investment policies, asset allocation, and ongoing account monitoring, with a focus on portfolios that include mutual funds, exchange-traded funds, and select individual securities.

Manuel Ortiz Aquino is a financial advisor at Occidental Asset Management, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank, NA, Charles Bank, and Charles Schwab & Co., Inc. Outside of financial advising, he owns a beach equipment rental service. Occidental Asset Management serves high-net-worth individuals and institutional clients, managing approximately $1.07 billion across around 900 accounts. The firm provides tailored wealth management and portfolio management services using a combination of fundamental, technical, and cyclical analysis, and employs both discretionary and non-discretionary strategies.

Willington Fong is a financial advisor with RB Capital Management, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at RB Capital Management since 2018 and previously held roles at APW Capital, Inc., FSC Securities Corp, and Investment Capital Group Mortgage. Outside of advisory work, he is involved in residential mortgage sales and real estate brokerage. RB Capital Management serves a diverse client base including individuals, corporations, trusts, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, emphasizing asset allocation, diversification, and personalized portfolios with continuous monitoring.

John Marty is a financial advisor at RB Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at APW Capital, Inc. and Fsc Securities Corp. Outside of his advisory role, he is involved in real estate brokerage and financing through his ownership and partnership in related businesses. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, emphasizing asset allocation, diversification, and personalized portfolios tailored to clients’ goals and risk tolerance.

Robert Stafford is a CFP® with 22 years of experience in the financial services industry. He is currently a member of the seven-advisor team at Vantage Wealth Management, LLC, where he has worked since 2023. Prior to this, he was with Woodbury Financial Services Inc. and Link-Allen & Associates, among other firms. Stafford holds a California insurance license and operates a sole proprietorship as an insurance agent, providing insurance products as part of his financial planning services. Vantage Wealth Management serves individuals, trusts, retirement plans, charities, corporations, and broker-dealers, managing approximately $897 million in client assets. The firm offers customized portfolio management focused on diversified asset allocation and employs both strategic rebalancing and tactical adjustments across multiple investment platforms.

Daniel Wu is a financial advisor at Strait & Sound with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Pair Capital Wealth Management, Global Investment Science, and Gps Capital Management. Outside of advisory work, he is the founder and CEO of OnVest LLC, a software company focused on financial market analytics. Strait & Sound is a registered investment adviser serving individual and high-net-worth clients as well as businesses, managing approximately $334 million on a discretionary basis. The firm employs a mosaic investment approach that incorporates valuation metrics, behavioral and technical analysis, and portfolio construction with an emphasis on diversification and capital preservation.

Dermott Larkin is a financial advisor at Cypress Wealth Services, LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Cypress Wealth Services in 2025, he worked for Perigon Wealth Management, LLC for seven years and spent two years at Trinet, Inc. Cypress Wealth Services manages approximately $1.34 billion on a discretionary basis for about 825 clients through a team of 14 advisors. The firm offers customized investment management, comprehensive financial planning, and retirement plan consulting primarily to high net worth individuals, families, trusts, estates, and businesses. Their investment approach emphasizes fundamental analysis and a generally long-term orientation, utilizing a range of investment vehicles including mutual funds, ETFs, equities, fixed income, and alternative investments.

John Mchugh II is a financial advisor at 1 St Discount Brokerage, Inc. with 49 years of industry experience. He holds a Series 63 designation and has worked at 1 St Discount Brokerage since 2002, as well as at Thomas F. White & Co., Incorporated and Mcclurg Capital Corporation since 1990. 1 St Discount Brokerage, Inc. serves individuals, corporations, and pension/profit-sharing plans, offering a range of advisory services including portfolio management, financial planning, pension consulting, and tax/accounting through its MyCFO offering. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis to guide investment decisions, operating both discretionary and non-discretionary accounts.

John Dodd is a financial advisor at Catalyst Private Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Catalyst since 2019, following roles at Mutual Advisors, LLC and ClearPath Capital Partners LLC. Outside of his advisory work, he is the founder of The Lonely Mushroom, a custom crush wine business. Catalyst Private Wealth is a registered investment adviser managing approximately $330.6 million for around 483 clients through a team of five advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and institutional accounts using a combination of fundamental, technical, and tactical investment strategies tailored to client objectives and risk profiles.

Daniel Platt is a CFP® and CFA® with 17 years of experience in the financial services industry. He has worked at Neumann Capital Management since 2019 and previously held roles at Brio Financial Group and Ameriprise Financial Services. Platt is based in Foster City, CA, and holds Series 63 and Series 65 licenses. Neumann Capital Management serves individual and high-net-worth clients, as well as trusts and charitable organizations, offering both comprehensive and essential wealth management programs. The firm employs a strategic asset allocation approach with disciplined rebalancing and in-house research, managing approximately $568.5 million in discretionary assets across five offices.

Tamaki Faneuff is a CFP® and holds a Series 66 license with nine years of industry experience. She has worked at Catalyst Private Wealth, LLC since 2022 and previously worked at Sanford C. Bernstein & Co., LLC and UBS. Catalyst Private Wealth is an SEC-registered advisory firm that serves individuals, trusts, retirement plans, and institutions with investment management, financial planning, and consulting services. The firm employs both active and passive strategies and multiple analytical methods to tailor diversified portfolios to client goals and risk tolerances.